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Project Completion and Certification Tracking System. Training Manual. Read-Only User. Read-Only User - Contents. Page. Page. 4. Report Generator - Starting

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slide1

Project Completion and Certification Tracking System

Training Manual

Read-Only User

WinPCS Training Manual - Read-Only User

slide2

Read-Only User - Contents

Page

Page

4. Report Generator - Starting

Report Generator - Overview Report Generator - Defining Reports Report Generator - Running Reports Report Generator - Spreadsheet View Report Generator - Sorting Data Report Generator - Copying Data to Excel Report Generator - Saving / Loading Reports Report Generator - Mask Filter Screen (1 of 4) Report Generator - Mask Filter Screen (2 of 4) Report Generator - Mask Filter Screen (3 of 4) Report Generator - Mask Filter Screen (4 of 4)

Report Generator - Connections

20

21

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24

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27

28

29

30

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32

        • Starting WinPCS
  • Main Screen
  • Main Menus
  • Action Bar

3

4

5

6

2. Typical Buttons & Icons Definition

Typical Buttons Examples

Typical Icons Examples (1of 2)

Typical Icons Examples (2 of 2)

7

8

9

10

3. WinPCS View Screens Options

Option 1 - Typical View Form

Option 1 - Typical View Form – Searching

Option 1 - Typical View Form – View Connections

Option 1 - Typical View Form – Drag & Drop

Option 2 - Typical Hierarchy View

Option 2 - Typical Hierarchy View - Navigation

Option 2 - Typical Hierarchy View - Drag & Drop

Option 2 - Typical Hierarchy View – Menus

11

12

13

14

15

16

17

18

19

5. Reports - Standard Reports

Reports - Status Indices & Reports

Reports - Typical Examples Reports - Quantitative Reports

33

34

35

46

WinPCS Training Manual - Read-Only User

starting winpcs
Starting WinPCS

Module Yards

Windows login feature

WinPCS will prompt the User with a WinPCS User Logon Screen. Enter your Network Login ID and Password when requested.

Brisbane and Site

WinPCS uses your Network Login ID as your WinPCS Login Name and will start without a login User Prompt.

Enter your WinPCS Logon Name and Password when requested.

To Start WinPCS , Double Click on the Icon on your Desktop

User Not Registered

WinPCS Validates the User Logon. If the User Name / Password is not recognised by WinPCS, the User will not be allowed into WinPCS.

A Splash Screen will appear until WinPCS is fully loaded and the Main Screen Appears.

Contact your WinPCS Administrator for access to WinPCS

WinPCS Training Manual - Read-Only User

main screen
Main Screen

Main Menus

Action Bar

WinPCS Training Manual - Read-Only User

slide5

Main Menus

Typical Examples of various drop down menus to all user areas in WinPCS. The user selects the desired menu and the appropriate screen is then Displayed.

Each User has Security Levels set within WinPCS. Depending on the Levels set by the Administrator the User may / may not be able to access all area’s of the Menu’s and these items will be greyed out.

WinPCS Training Manual - Read-Only User

slide6

Action Bar

Typical Action Bar

Print Preview Report

Make a Construction Change Notification.

View Property

Create a Note

Edit Property

Who made This Connection

View or Make a Word Doc.

Make a Handover Certificate

Run Excel

Make an Area Completion Cert.

Open & View Drawings

Preservation

Make a New Punchlist

Start Preservation

Make a Word Query

Void or Break Connection

The Action Bar is found on the lower section of the WinPCS main Screen and is used mainly for Drag & Drop* Commands.

* Drag & Drop = when an Icon is Clicked on and Held until released over the relevant Area / Button Command.

WinPCS Training Manual - Read-Only User

slide7

Typical Buttons and Icons Definition

Buttons

  • Buttons provide common functions that are performed when selected for example:
    • Navigation.
    • Information.
    • Updating / Deleting.

Icons

  • Icons are objects represented by a graphical picture in WinPCS. These Icons are used for the
  • Drag & Drop* functions within WinPCS for example:
    • Making connections.
    • Running reports.
    • Viewing data.
    • Creating Certification Documents.

* Drag & Drop = when an Icon is Clicked on and Held until released over the relevant Area / Button Command.

WinPCS Training Manual - Read-Only User

slide8

Sort records in descending order (Letters z.a, then digits 9...0)

Sort records in ascending order (Digits 0...9, Letters A...Z, a...z)

Find and Replace data in the Report

Sort the Report according to the number of duplicates present

Copy current data to Microsoft Excel

Copy current data to Microsoft Word for Windows

Copy current data to disk. (There is a choice of formats)

Print immediately.

Print preview provides the Printing function with more interaction.

Zoom inwards in a print preview

Zoom outwards in a print preview

Show the previous page

Show the next page

Typical Buttons Examples

The following buttons are General Navigation buttons

The following buttons are found in a Report view and / or the Print Preview.

Exit

Help

Information on outcome of recent database operations. This

button changes colour according to the outcome of the last

operation.

Find first Record

Find previous Record

Find next Record

Find last Record

Get Record, equal or higher value than used for searching.

Get exact value searched for.

The following buttons are found in View forms:

Open the List view

Start the Report generator

Create connections between objects

View connected items connected to item being Viewed.

Start the Entry screen, if allowed to.

List all records having a key field value in common. Select the

active key, then click this button.

WinPCS Training Manual - Read-Only User

slide9

Typical Icons Examples ( 1 of 2)

Equipment Packages

Master Equipment

Construction

Package / Skid

Electrical Equipment

HVAC Test Packs

HVAC Equipment

Piping Hydro Test Packs

Instrument / F&G / Telecom Loops

Instrument Equipment

Piping Isometrics

Instrument Loop

Mechanical Equipment

Piping Leak Test Packs

Fire & Gas Loop

Fire & Gas Equipment

Telecoms Loop

Telecoms Equipment

Site, Units, Systems, Sub-Systems, Sub-Sub-Systems

Electrical Circuits

Site

Manual Valves

Circuit

Units

Valve Tag

Systems

Instrument / F&G Index

Sub-Systems (AC-1)

Instrument Tag

Lighting & Small Power

Sub-Sub-Systems (AC-2)

Fire & Gas Tag

Lighting & Small Power Tag

Construction

Telecom Equipment Tags

Piping Line List

Milestone / Priority

Telecom Equipment Tag

Line Tag

Notes

Cable Schedule

Project Documents

Note - Open

Electrical Cable

Document Folder

Note - Closed

Instrument Cable

Project Documents

Fire & Gas Cable

Vendor Documents

Telecoms Cable

Note: - These Icons are Typical Examples

and may vary depending on the Project Requirements of WinPCS.

Commissioning Manual

Junction Boxes

Handover Certificate Documents

Junction Box

WinPCS Training Manual - Read-Only User

slide10

Typical Icons Examples ( 2 of 2)

Mechanical Completion Phase 1 ITP/ ITR

Punchlist

Software ITP / ITR

Active

Not Started

Not Started

Cleared

Complete

Complete

Query

Open

Closed

Change Control

Mechanical Completion Phase 2 ITP/ ITR

Pre-Commissioning Phase 1 FTP/ FTC

Open

Not Started

Not Started

Closed

Complete

Complete

Field Test Report (FTR)

‘A’ Sheet Field Test Report (ITP / ITR)

‘B’ Sheet Field Test Report (FTP / FTC)

Preservation

Vendor ITP/ ITR

Pre-Commissioning Phase 2 FTP/ FTC

Preservation Schedule

Not Started

Not Started

Preservation Activity

Complete

Complete

Note: - These Icons are Typical Examples

and may vary depending on the Project Requirements of WinPCS.

WinPCS Training Manual - Read-Only User

slide11

WinPCS View Screens Options

There are 2 ways to view information within WinPCS

  • Option 2 – Hierarchy View
  • Option 1 – View Form

View Form / Hierarchy Views are accessed via the drop down menus on the main WinPCS screen.

WinPCS Training Manual - Read-Only User

option 1 typical form view
Option 1 - Typical Form View

Exit

Information on outcome of recentdatabase operations

Start the Entry screen, if allowed to.

Open in a Hierarchy

Set status on tag, if allowed to.

Open in a 2nd Hierarchy

List all records having a key field value in common.

Typical example of a View form, showing it’s basic operations. The forms may vary and look somewhat different from this example, but they will work in the same way.

The View Screens do not allow data to be input or changed.

Find first Record

Find previous Record

Open the List view

Find next Record

View connected items connected

Find last Record

Start the Report generator

Get Record, equal or higher

Get exact value searched for.

WinPCS Training Manual - Read-Only User

option 1 typical form view searching
Option 1 Typical Form View – Searching

To the left in the window, there are some small Key shaped symbols in different colours. These indicate that the corresponding data field is a key field or part of a key field, and can be used to control the effective order or search of the records in the database, these fields are highlighted for controlling the order or search. By clicking on one of the dark grey keys, it will turn yellow, and the corresponding field will be used to determine the order or search criteria using the Navigation Buttons.

Active Key Field

Key Field

Fields without frames: (Secondary Fields)

Field Types

Navigation Buttons

Some Fields are shown without a border. These fields are Look-Up fields for reference only

Fields with frames & Keys: (Primary Key Fields)

Fields with frames & NO Keys: (Primary Fields)

A field that can be used to control the effective order and /or be used to search the table.

These fields are for reference only.

WinPCS Training Manual - Read-Only User

option 1 typical form view view connections

View connected items connected to item being Viewed.

Option 1 Typical Form View – View Connections

To View the Connections to the Item select the View Connections Button on the Lower section of the View Form. This will Open the View Connections window within the lower section of the View Form. Example Shows an LCS Cable with associated Equipment Drive and Mechanical Completion check record.

Typical View Form

Filter Buttons for each Type of Connection

Equipment No.

Mechanical Completion (Stage 1 check sheet)

Objects Connected to Item being Viewed

WinPCS Training Manual - Read-Only User

option 1 typical form view drag drop

Exploded View

Option 1 Typical Form View – Drag & Drop

To View the Details of the Relevant Connections. Click on the Relevant Icon that you want to view the Details and Hold the Left Button of your mouse and Drag the Icon to the Lower Action Bar and Release over the View Property Icon. This will open up the Form View for the Item that was dragged over the Screen. Example shows an Equipment Drive.

Equipment Drive.

End Result showing the Form View for the Equipment Drive.

View Property

WinPCS Training Manual - Read-Only User

slide16

Option 2 - Typical Hierarchy View

One way to look at the data within WinPCS is as a collection of objects that have properties assigned to them and are connected with other objects. This makes up the hierarchy we see

Commissioning System

Commissioning Sub-System

Document Folder

Equipment Drive

Junction Box

Mech Equip

Instrument

Loop

Instrument

Cable

Instrument

Tag

WinPCS Training Manual - Read-Only User

option 2 typical hierarchy view navigation
Option 2 Typical Hierarchy View - Navigation

From the Main Menu select the Hierarchy Required. Select the Icon (object) Required within the Hierarchy to be viewed. Double Click (left mouse button) on that Icon (object). This will display the Lower Connections to the relevant Icon (object). Repeating the Double Click on the same Icon (object) will reverse the procedure and Hide all the Lower Connections to that Object.

Commissioning System

Commissioning Sub-System

Commissioning Sub-System

Plant Area

Construction Area

Construction Area

Construction Area

WinPCS Training Manual - Read-Only User

option 2 typical hierarchy view drag drop
Option 2 Typical Hierarchy View - Drag & Drop

To View the Details of the Relevant Connections. Click on the Relevant Icon that you want to view the Details and Hold the Left Button of your mouse and Drag the Icon to the Lower Action Bar and Release over the View Property Icon. This will open up the Form View for the Item that was dragged over the Screen. Example shows a Construction Area.

Construction Area

End Result showing the Form View for the Construction Area.

View Property

Exploded View

WinPCS Training Manual - Read-Only User

slide19
Depending on the Level at which you are in the Hierarchy various menus will be available from a right mouse button click.

Option 2 Typical Hierarchy View - Menus

Commissioning System

Commissioning Sub-System

Equipment

Report – Selection

View Property

Edit Property

Who Connected this Item

Create a Note

Create a Completion Certificate

Connect Check Sheets

Create a Preservation Activity / Requirement

Remove Connection to a Higher Level

Make new Punch List

These Examples are typical to the Objects within the Hierarchy and may vary depending on the Project Requirements of WinPCS

Instrument Tag

By selecting an Option within the Menu, this will carry out the relevant function. Each User has Security Level set within WinPCS. Depending on the Levels set by the Administrator the User may / may not be able to access all of the Items within the Menu’s.

WinPCS Training Manual - Read-Only User

slide20

View the Report Generator

Report Generator - Starting

The Report generator is powerful way of creating “ad-hoc” and Standard Reports for later retrieval. The user is able to save Reports that can be accessed via the Main Menu under Reports > Standard Reports selection. The user is also able to Export the Final Report Data Into Excel and word.

1.

2.

The Report Generator appears within the Same Window as the original View Form.

The Report Generator is accessed via the View Form.

View Form without the Report Generator.

View Form with the expanded view of the Report Generator.

WinPCS Training Manual - Read-Only User

slide21

Report Generator – Overview

The Report Generator is user definable and easy to use. Listed below are the main button functions……

Report Help.

Retrieve a Previously definedReport.

Save this Report layout for Later re-use.

Summarise data in a fieldwith equal values

Run Report.

Fields Selected

For Report

Define filter or mask forinclusion andexclusion ofdata to be listed.

Remove selected Fieldfrom the List

Include Fields fromConnected tables

Exit and close The Report Generator

Set Key Field for Listing.

Set Field for restrictionsdefined in the mask dialog.

WinPCS Training Manual - Read-Only User

slide22

Left Click on Field to

be added to Report

Report Generator - Defining Reports

Selecting Fields to be included in the Report.

By left clicking on the Fields on the View form will add the Fields to the report as required and will be included in the Final Report.

Primary Key Field

Fields to be included in the final Report

If a Field is selected with a Lookup function defined ( Fields without frames), this Lookup field will be added automatically to the Report.

A Primary Key Field must be selected. This Primary Key will be used for the extraction. If a Primary Field is not selected the report will not run.

Note : - Fields with frames & Keys are Primary Key Fields

WinPCS Training Manual - Read-Only User

slide23

Run Report.

Report Generator - Running Reports

Running the Report.

Once all the Fields and the Primary Key Field have been selected the report is ready to run. Left click on the Run Report Button. This will run the report on the criteria within the Mask function.

1.

2.

Note : - the mask function is not used for this demonstration.

The Report Generator will now process the criteria showing the Counter of records being processed

Final Report generated in a spreadsheet View, ready for Sorting / Exporting Saving to a text file or Print from WinPCS

3.

WinPCS Training Manual - Read-Only User

slide24

Report Generator - Spreadsheet View

Spreadsheet View

After the Report Generator has finished processing the Report a Spreadsheet View will appear. The user can Sort, Export into Excel / Word and Print the Final Report.

Exit

Print Preview

Copy current data to Microsoft Excel

Print immediately

Sort records in descending order

Remove selected record

Copy current data to Microsoft Word

Create Connection between Objects

Sort records in ascending order

Find or Find/Replace an entry in the edit Field

Save the Data to Disk (Various Formats)

Edit Column Legends

Example shows the Print Preview Option

WinPCS Training Manual - Read-Only User

slide25

Report Generator - Sorting Data

Sorting using the Spreadsheet View

To sort the final Report before Printing the user can sort the report using the Sort Ascending / descending Buttons.

Sort records in ascending order

Sort records in descending order

Example Shows a typical 2 Column Sort on the columns Circuit No and then DB No. in Ascending Order.

Final Sorted Report.

The Column legends are used for selecting fields to be used for sorting. Clicking once on a Legend will select the field for sorting. Click on the same Legend again the Field will be de-selected. A number will appear against the Legend as shown above. This will determine the order of the sort.

WinPCS Training Manual - Read-Only User

slide26

Report Generator - Copying Data to Excel

Copy Data to Microsoft Excel.

The Report data can be transferred directly into Excel. Select the Copy current data to Microsoft Excel Button and the Data from the Report will be imported into Excel ready for Formatting, Saving, Sorting, Emailing, etc…

Copy current data to Microsoft Excel

Final View of the Data within Excel.

WinPCS Training Manual - Read-Only User

slide27

Report Generator - Saving / Loading Reports

Loading a previously saved Report.

Retrieve a Previously defined Report.

Retrieve a Previously defined Report.

1.

Select the Retrieve a Previously defined Report Button to start the Retrieval process.

Select the Report Required.

The Report will be loaded ready for use

Saving a Report.

Save this Report layout for later

re-use.

1.

The Report is now saved ready for Retrieval when required. All saved reports can be accessed from the Standards Report Menu.

Select a Standard Report to over write or select (NEW REPORT) to add a new one .

Select the “Save this Report layout for later

re-use” Button to start the Save process.

WinPCS Training Manual - Read-Only User

slide28

Report Generator – Mask / Filter Screen (1 of 4)

Mask / Filter Screen Overview

The Mask Filter Screen is split into three sections. 1. Include Field 2. Filter Expression 3. Marco Function.

1.

2.

Define filter or mask forinclusion andexclusion ofdata to be listed.

Include Field

Select the Mask Button to enter the Mask / Filter Screen

Filter Expression

Macro Function

WinPCS Training Manual - Read-Only User

slide29

Report Generator – Mask / Filter Screen (2 of 4)

Mask / Filter Screen - Include Field

The Include Field is used for Filtering data on the Primary Key Field selected within the Report Generator Window.

Include Field

This Example will show only Equipment Starting with 245.

*

= Wildcard

?

= Matches any Single Character

This Example will show only Circuits with the 3rd Character equalling a Zero will be listed.

This Example will show only Equipment containing “PPP” anywhere in the Equipment name.

This Example will show only Equipment starting from 245-PPP-001 Thru to 245-PPP-050 inclusive.

This Example will show only Equipment starting from 220-PPP-001 Thru to 220-PPP-999 inclusive.

WinPCS Training Manual - Read-Only User

slide30

Filter

Expression

Report Generator – Mask / Filter Screen (3 of 4)

Mask / Filter Screen - Filter Expression

The Filter Expression can be applied across more than one field. Including fields that are not included within the Report selection. I.e. any field that appears within the View Form the report was generated from.

Select the Fields…button and the Elements of expression window appears with a list of defined fieldnames and operators, from which the expressions may be assembled.

==

!=

&&

||

!

<

<=

>

>=

-

-

-

-

-

-

-

-

-

Equal to

Not Equal to

AND

OR

NOT

Less than

Less than or equal to

Greater than

Greater than or equal to

The report will only list records for Discipline = “M” and Function = “PPP”

The report will only list records for Function = “PPP” or Function = “PPS”

WinPCS Training Manual - Read-Only User

slide31

Macro Function

Report Generator – Mask / Filter Screen (4 of 4)

Mask / Filter Screen - Macro Function

The Marco Function is used for more advanced Mask / Filtering. Your System administrator can set-up macro files with more advanced functions that can be applied on reports when required.

The Example shows the Function Equip_Codes within the File MACRO.LCX being applied to the Mask / Filtering Window.

The report will only list records for Area is not equal to “220” or Status is equal to “A” or Function is equal to “PPP”

WinPCS Training Manual - Read-Only User

slide32

Select fields from Connected bases.

Report Generator – Connections

With the Connection Button the user can select Fields from objects in other Tables that have relationships formed. By selecting the Connections Button the Report Connections window appears.

The Report Connections window works in the same way as the Hierarchy View. By Double clicking on the Table will display the connections below that Table (Double clicking again will reverse the procedure and hide the lower connections).

Once the Correct Table is found select the show fields Button. This will show all the available fields within the Table in the right side of the window, then highlight the Field required and press the Select Button and the Field will be added to the Report Generator Window. Repeat this process for each Field required.

Example shows before

Sub-System No. CERTAC1

is added

Example shows the Field from Sub-System No. CERTAC1

WinPCS Training Manual - Read-Only User

slide33

Reports - Standard Reports

Standard Reports are a quick way of running pre-defined Reports that have been saved using the Report Generator. The Standard Reports can be accessed via the Main Drop Down Menu.

1.

Select the Report Required

2.

Final Report generated in a spreadsheet View, ready for Sorting / Exporting Saving to a text file or Print from WinPCS

The Report Generator will now process the criteria showing the Counter of records being processed

3.

WinPCS Training Manual - Read-Only User

slide34

Reports - Status Indices & Reports

Status Indices & Reports are standard reports that have been defined for the Project. These Reports are accessed via View Forms within the Completions Drop Down Main Menu or via the Hierarchy View (Right Click). These reports can not be modified by any User within WinPCS.

Hierarchy View

Select the Status Indices & Reports Button

View Form

Right Click on Object that you want a Report on and Select “Report Selection”

Typical Status Indices & Report Selection for Plant Areas

Note: - The Reports Selection may vary depending on the Project Requirements of WinPCS.

WinPCS Training Manual - Read-Only User

slide35

Reports - Typical Examples

Below are Typical Examples of Various Status Indices & Reports that are available within WinPCS Reports Selection

Note: - The Final Reports Layouts will vary depending on the Project Requirements of WinPCS.

WinPCS Training Manual - Read-Only User

slide36

Reports - Quantitative Status Reports

Summary Status Report by Sub-System

The Quantitative Status Reports are accessed via the Report Spreadsheet View.

Summary Status Reports by TO System

The Quantitative Status Report groups the Check Sheets by Discipline within a Sub-System / System to measure the progress.

The example shows the Quantitative Status Report by Sub-System . Two Reports are generated showing the Totals by Rows and Columns.

WinPCS Training Manual - Read-Only User

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