milestones 3 comos 4 - support.industry.siemens.com · avoiding potential hazards when working with...

� �Shutdown

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COMOS

Operations Shutdown

Operating Manual

04/2012 A5E03778463-01

Trademarks 1

Introduction 2

Milestones 3

"Shutdown management" plugin

4

"Quick edit" plugin 5

"Logistics" plug-in 6

User interface reference 7

Legal information

Legal information Warning notice system

This manual contains notices you have to observe in order to ensure your personal safety, as well as to prevent damage to property. The notices referring to your personal safety are highlighted in the manual by a safety alert symbol, notices referring only to property damage have no safety alert symbol. These notices shown below are graded according to the degree of danger.

DANGER indicates that death or severe personal injury will result if proper precautions are not taken.

WARNING indicates that death or severe personal injury may result if proper precautions are not taken.

CAUTION with a safety alert symbol, indicates that minor personal injury can result if proper precautions are not taken.

CAUTION without a safety alert symbol, indicates that property damage can result if proper precautions are not taken.

NOTICE indicates that an unintended result or situation can occur if the relevant information is not taken into account.

If more than one degree of danger is present, the warning notice representing the highest degree of danger will be used. A notice warning of injury to persons with a safety alert symbol may also include a warning relating to property damage.

Qualified Personnel The product/system described in this documentation may be operated only by personnel qualified for the specific task in accordance with the relevant documentation, in particular its warning notices and safety instructions. Qualified personnel are those who, based on their training and experience, are capable of identifying risks and avoiding potential hazards when working with these products/systems.

Proper use of Siemens products Note the following:

WARNING Siemens products may only be used for the applications described in the catalog and in the relevant technical documentation. If products and components from other manufacturers are used, these must be recommended or approved by Siemens. Proper transport, storage, installation, assembly, commissioning, operation and maintenance are required to ensure that the products operate safely and without any problems. The permissible ambient conditions must be complied with. The information in the relevant documentation must be observed.

Trademarks All names identified by ® are registered trademarks of Siemens AG. The remaining trademarks in this publication may be trademarks whose use by third parties for their own purposes could violate the rights of the owner.

Disclaimer of Liability We have reviewed the contents of this publication to ensure consistency with the hardware and software described. Since variance cannot be precluded entirely, we cannot guarantee full consistency. However, the information in this publication is reviewed regularly and any necessary corrections are included in subsequent editions.

Siemens AG Industry Sector Postfach 48 48 90026 NÜRNBERG GERMANY

A5E03778463-01 Ⓟ 04/2012 Technical data subject to change

Copyright © Siemens AG 2012. All rights reserved

Shutdown Operating Manual, 04/2012, A5E03778463-01 3

Table of contents

1 Trademarks ............................................................................................................................................... 5

2 Introduction................................................................................................................................................ 7

2.1 Overview ........................................................................................................................................7

2.2 Prerequisites ..................................................................................................................................7

2.3 Making the basic settings...............................................................................................................8

2.4 User interface.................................................................................................................................8

3 Milestones ................................................................................................................................................. 9

3.1 Milestone phases ...........................................................................................................................9

3.2 Creating milestone objects.............................................................................................................9

3.3 Starting and ending milestones automatically .............................................................................11

3.4 Milestone management................................................................................................................12

4 "Shutdown management" plugin.............................................................................................................. 15

4.1 Preparing data for the "Shutdown management" plugin..............................................................15

4.2 Settings in the object properties for the "Shutdown management" plugin...................................16

4.3 Shutdown master .........................................................................................................................17

4.4 Creating a shutdown master object .............................................................................................17

4.5 Creating a shutdown object .........................................................................................................18

4.6 Opening the "Shutdown management" plugin .............................................................................19

4.7 Editing shutdown data..................................................................................................................19

4.8 Refreshing the display in the "Shutdown management" plugin ...................................................20

4.9 Assigning work packages to a shutdown object ..........................................................................20

4.10 Tours in the "Shutdown management" plugin..............................................................................21

4.11 Assigning events to a shutdown object........................................................................................22

4.12 Cloning a shutdown object...........................................................................................................23

4.13 Evaluating maintenance plans of a shutdown .............................................................................23

4.14 Bulk processing............................................................................................................................24

4.15 Exporting the Shutdown management table................................................................................26

5 "Quick edit" plugin.................................................................................................................................... 29

5.1 What is the "Quick edit" plugin?...................................................................................................29

5.2 Opening the "Quick edit" plugin ...................................................................................................29

5.3 Nozzle list.....................................................................................................................................30

Table of contents

Shutdown 4 Operating Manual, 04/2012, A5E03778463-01

5.4 Refreshing the nozzle list ............................................................................................................ 30

5.5 Editing the nozzle list and corresponding activities .................................................................... 31

5.6 Creating or deleting further actvities for a task package............................................................. 32

6 "Logistics" plug-in .................................................................................................................................... 35

6.1 Creating a movement of goods on the mobile device................................................................. 35

6.2 Importing movements of goods using the "Logistics" plug-in ..................................................... 35

6.3 Creating reference deliveries on the mobile device.................................................................... 37

6.4 Importing reference deliveries using the "Logistics" plug-in ....................................................... 37

7 User interface reference .......................................................................................................................... 39

7.1 "Information" window of the "Shutdown management" plugin .................................................... 39

7.2 "Standard" tab of the "Quick edit" plugin..................................................................................... 40

7.3 "Logistics" plug-in........................................................................................................................ 41


Trademarks 1Trademarks

Registered trademark: COMOS®

Trademarks



Introduction 22.1 Overview

Maintenance is a comprehensive, integrated system for the planning and organization of maintenance and inspection tasks.

Application range of Maintenance Your work with Maintenance begins after you have planned the unit with the relevant COMOS modules. COMOS has an integrative structure that allows you to perform all the necessary tasks on the same database. The entire technical information on all aspects of the industrial unit can be collected together and edited in a central information system. If the unit is reconfigured or maintenance work is necessary, the data can be updated and remains available for the entire life cycle of the unit.

It is also possible to include maintenance aspects even in the planning phase.

Generally, even the engineering, inspection and maintenance tasks of a unit that was not planned with COMOS can also be controlled with Maintenance.

Unit structure This manual describes how structures can be built up in Maintenance. This involves a suggestion for a possible unit structure that can be considered as ideal from a maintenance perspective.

2.2 Prerequisites With the Maintenance module, you can plan and process various types of maintenance. You need to be familiar with the basics of the COMOS software and need to know how to work with typical resources. All examples and explanations are based on the COMOSDB supplied with the installation CD and the sample project "COMOS_MA Maintenance".

Before you start to work with Maintenance, you will need to have the appropriate licenses for the various modules. To be able to use the planning sequence on which the following description is based, you should already have unit structures and corresponding objects in COMOS that will now be extended by maintenance information.

You can find additional information on this topic in the manual "COMOS Platform Getting Started".

Introduction 2.3 Making the basic settings


2.3 Making the basic settings Before you can work with Maintenance, you will need to make a couple of settings. Generally, this is the responsibility of the administrator.

Procedure 1. Open the "COMOS_MA Maintenance" project.

2. Open the project properties.

3. Select the "Options > Maintenance" tab.

– Activate the "Is maintenance project" option.

– Activate the "Use EventManager" option.

– Activate the "Structural mode" option.

– Enter the name of the company project in the "Company DB" field, for example, "USERS" or "COMOS_MA_CSM".

4. Save your settings.

2.4 User interface The user interface in Maintenance is the normal COMOS user interface; a modified user interface is only used for the "Direct" plugin and the user-defined menu configuration. The settings for the various user interfaces are made by the responsible administrator.

Planning and processing of maintenance is partially done in the familiar COMOS Navigator and partially using plugins.

You enter maintenance information for scheduled recurring work packages in the maintenance plan. You have the option of creating the maintenance plan below various objects, such as equipment, a functional location, or a unit. The maintenance plan is visible not only in the Navigator, it can also be displayed in other interactive reports such as the P&ID, isometry, or 3D model.


Milestones 33.1 Milestone phases

Processing work package groups Global processing of a work package group, such as a shutdown, for example, is divided into different phases. Individual work packages, such as maintenance or repairs, can cover several of these phases. Assign every activity to a phase. You define the phase to which the activity belongs via the "Turnaround phase" list on the activity's "Attributes > Resource planning" tab.

Standard table You define and configure the milestone phases in the "@CHS > SD > TAR Turnaround phase" standard table.

Additional information You can find more information about the "Resource planning" tab in the "Portable & Direct" manual, keyword ""Resource planning" tab".

See also Creating milestone objects ()

3.2 Creating milestone objects

Introduction You can adapt milestone objects using a script or via the "Shutdown management" plugin.

Requirement You have created a work package with activities. You have assigned the activity to the required phase via the "Turnaround phase" list on the "Attributes > Resource planning" tab.

Milestones 3.2 Creating milestone objects


Procedure 1. Open the "Shutdown management" plugin.

2. Drag&drop the required shutdown to the "Shutdown" field.

3. Drag&drop the required work packages to the table.

See also chapter Assigning work packages to a shutdown object (Page 20).

4. Select the required phase from the "Shutdown phase" list.

5. Select one of the following options:

– If you want to create milestone objects for all work packages in the table, click the "Bulk processing" button in the plugin's menu bar. Select the required phase and then the "Adjust milestone packages" command.

– If you only want to create milestone objects for one work package in the table, select the required work package. Select the required phase and then the "Adjust milestones" command from the context menu of the work package.

Milestones 3.3 Starting and ending milestones automatically


Result A milestone object is created for every phase represented by at least one activity in a work package. If no phase exists for a milestone object, it is deleted.

If a work package with the classification "@MNTCPACKET@ML" exists, the milestone objects are created underneath it. If no work package with this classification exists, the milestone objects are created directly underneath the higher-level work package.

The milestones are evaluated in "Resource management". In addition, you can also create dependencies between the milestones.

You have the option to export milestones to MS Project or Primavera.

The start milestone is started automatically and reported as finished when the first activity starts.

Additional information You can find additional information on how to create dependencies between activities in the "MRO (Maintenance Repair and Overhaul)" manual, keyword "Dependencies between activities".

See also Milestone phases (Page 9)

Starting and ending milestones automatically ()

Milestone management (Page 12)

3.3 Starting and ending milestones automatically

Automatic update If the progress of an activity changes, due to a completion message or the entry of a percentage for the progress, for example, the associated milestones are updated, started, or stopped.

Activity in start phase If the modified activity is assigned to a start phase, all the activities assigned to this phase are analyzed. If there is at least one activity whose progress is > 0%, the associated milestone is started. If no activity is started, no milestone is started either.

Activity in end phase If the modified activity is assigned to an end phase, all the activities assigned to this phase are analyzed. If all the activities of this phase are completed, the associated milestone is ended. If at least one activity is not yet complete, the milestone is not reported as finished.

Milestones 3.4 Milestone management


See also Creating milestone objects (Page 9)

Milestone management ()

3.4 Milestone management

Types of milestone COMOS distinguishes between two types of milestone: start milestones and end/stop milestones.

Milestones can have just two states. Therefore, milestones cannot be processed on a percentage basis. You can only start start milestones. You can only end end milestones. After the first state (start or end) has been processed, a milestone reports the "finished" state.

Classification Milestone objects are activities and are classified as follows:

Milestone Classification Start milestone STEP@MS@START End milestone STEP@MS@END Milestone package @MNTCPACKET@ML

Representation Milestones are displayed as a rhombus in the "Resource management" plugin:



Properties Milestones do not have any duration or costs on the "Attributes > Work package" tab. On the "Attributes > Responsibilities" tab, you can specify a person who is responsible for the milestone.

You can define dependencies between milestones in the "Resource management" plugin.

If you create materials, qualifications, devices, or material reservations underneath a milestone object, for example, they are not evaluated.

Additional information ● You can find more information about the "Resource management" plugin in the "MRO

(Maintenance Repair and Overhaul)" manual, keyword ""Resource management" plugin".

● You can find more information about the "Work package" tab in the "MRO (Maintenance Repair and Overhaul)" manual, keyword ""Work package" tab".

See also Creating milestone objects (Page 9)

Starting and ending milestones automatically (Page 11)


"Shutdown management" plugin 4

General A shutdown or turnaround is the planned shutdown of a plant to perform scheduled maintenance for a specified period. Since such a shutdown is a special and exceptional situation for plant operators and maintenance service providers, the "Shutdown management" plugin is a necessity. This serves as a support during preplanning, planning of the actual implementation, implementation, and the subsequent evaluation of shutdowns.

See also Opening the "Shutdown management" plugin (Page 19)

4.1 Preparing data for the "Shutdown management" plugin To work quickly and effectively with the "Shutdown management" plugin, create the required objects, such as functional locations or equipment, in the unit structure in advance and enter the required attributes.

You create shutdown maintenance plans and the associated work packages underneath the equipment. To make full use of the functionality provided by the "Shutdown management" plugin, a base package must exist underneath every maintenance plan.

In the context of a shutdown, a base package is considered to be 100% maintenance. All task packages that can be performed on the equipment are included here. You then select those task packages of the base package that are to be created in the "Shutdown management" plugin.


Settings in the object properties for the "Shutdown management" plugin (Page 16)

Shutdown master (Page 17)

Creating a shutdown master object (Page 17)

Creating a shutdown object (Page 18)

"Shutdown management" plugin 4.2 Settings in the object properties for the "Shutdown management" plugin


4.2 Settings in the object properties for the "Shutdown management" plugin

Before you start to work with the "Shutdown management" plugin, you will first need to make the following default settings:

Settings for the work package: ● "Object links" tab

If maintenance work has been assigned to a shutdown, the relevant shutdown master and shutdown are displayed in the "Shutdown" control group.

● "Dis- /mounting info" tab

With the "Refresh" button, you load the current nozzle list of the equipment. If a piece of equipment or a functional location has been copied and pasted, the nozzle list still contains the references to the nozzles of the old equipment. If you click the "Refresh" button, COMOS searches for nozzles underneath the new equipment and updates the list.

● "Qualifications" tab

Qualifications entered here can be generated for every step of the work using the "Create all qualifications" function. See also chapter Bulk processing (Page 24).

The relevant type must be entered on the "Qualifications" tab of the activity.

Settings for the task package: ● "Dis- /mounting info" tab

Use the "Edit" button to open a new window in which you can adapt the package. You edit the individual nozzles on the "Standard" tab. The activities of the package get the data relevant to them from this matrix (nozzle list).

An icon indicates that these fields have already been selected in another subpackage of this work package and are therefore automatically selected here. This means that a scaffolding set up for package 1. Dismounting can also be used for activities of the subsequent subpackages.

You can also create new activities on the "Further activities" tab. These are inserted immediately underneath the task package.

Normally, however, the nozzle list is edited via the "Maintenance > Shutdown > Quick edit" plugin.

See also chapter Nozzle list (Page 30).

"Shutdown management" plugin 4.3 Shutdown master


Settings for the activity ● "Dis- /mounting info" tab

This tab displays the nozzle list information specific to the activity.

● "Resource planning" tab

See settings for the work package.

● "Qualifications" tab

Here you specify the type of qualification required for the activity. The type references the qualifications entered for the task package or work package.


4.3 Shutdown master

"Units" tab Underneath the company reference on the "Units" tab in the Navigator you can create shutdown masters, underneath which you then create the shutdown/turnaround object. The "Shutdown management" plugin works with shutdown/turnaround objects.

Adding further shutdown/turnaround masters enables you to achieve an improved structure. You manage work packages, maintenance plans, and events underneath the shutdown/turnaround objects.


Preparing data for the "Shutdown management" plugin (Page 15)

Creating a shutdown master object ()

Creating a shutdown object (Page 18)

4.4 Creating a shutdown master object

Procedure 1. Right-click on the company reference underneath which you want to create a shutdown

or turnaround master object.

2. Select the "New > TAMA Shutdown master" command from the context menu.

"Shutdown management" plugin 4.5 Creating a shutdown object


Result The shutdown/turnaround master is created underneath the company reference.




Creating a shutdown object ()

4.5 Creating a shutdown object

Procedure 1. Right-click on the object underneath which you want to create a shutdown or turnaround

object.

2. Select the "New > TAO Shutdown (turnaround)" command from the context menu.

Result The node of the shutdown / turnaround object is created underneath the selected object.

Additional information ● You can now add work packages, maintenance plans, and events to the

shutdown/turnaround object.

● If you have assigned a work package to a shutdown, the relevant shutdown master and shutdown are displayed in the "Shutdown" control group on the "Attributes > Object links" tab.

● You can find more information about the "Object links" tab in the "MRO (Maintenance Repair and Overhaul)" manual, keyword ""Object links" tab".



Creating a shutdown master object (Page 17)


"Shutdown management" plugin 4.6 Opening the "Shutdown management" plugin


4.6 Opening the "Shutdown management" plugin

Procedure 1. Click on "Plugins" in the menu bar.

2. Select the "Maintenance > Shutdown > Shutdown management" command.

Result The "Shutdown management" plugin opens.

See also "Shutdown management" plugin (Page 15)

Editing shutdown data ()

Refreshing the display in the "Shutdown management" plugin (Page 20)

Assigning work packages to a shutdown object (Page 20)

Tours in the "Shutdown management" plugin (Page 21)

Assigning events to a shutdown object (Page 22)

Cloning a shutdown object (Page 23)

Evaluating maintenance plans of a shutdown (Page 23)

Exporting the Shutdown management table (Page 26)

Bulk processing (Page 24)

4.7 Editing shutdown data


2. Drag&drop a shutdown object from the Navigator into the "Shutdown" field.

3. Click the "Edit shutdown data" button in the menu bar of the plugin.

The "Information" window opens.

4. Enter the required information.

5. Save the information you entered.

"Shutdown management" plugin 4.8 Refreshing the display in the "Shutdown management" plugin


Result The name and description are adopted by the "Shutdown data" tab of the shutdown object and displayed in the Navigator. The start and end dates are entered on the "Planning" tab of the shutdown object.


Assigning work packages to a shutdown object ()




"Information" window of the "Shutdown management" plugin (Page 39)

4.8 Refreshing the display in the "Shutdown management" plugin

Procedure To refresh the display in the "Shutdown management" plugin, click "Refresh" in the menu bar of the plugin.


4.9 Assigning work packages to a shutdown object


2. Drag&drop the required shutdown object to the "Shutdown" field.

The "Company" field is completed automatically.

3. Drag&drop the work packages you want to assign to the shutdown to the empty table.

Result The work packages are automatically assigned to the shutdown object and the settings are saved.

The next time you open the plugin and select the same shutdown object, the table is automatically filled with the assigned work packages.

"Shutdown management" plugin 4.10 Tours in the "Shutdown management" plugin


Color legend Blue fields indicate the task packages that exist in the base package and that can therefore also be created in new work packages. If you activate the option of a blue field, its background changes to green. If you now create a work package via the "Create work package > Using base package" context menu, the selected task packages will be created with the work package.


Editing shutdown data (Page 19)




4.10 Tours in the "Shutdown management" plugin You can add tour work packages to the result list using drag&drop. If this tour work package contains work packages which you have not yet added to the shutdown, a window opens. Click the "Yes" button to add all the work packages of the tour work package to the shutdown.

If not all work packages of the tour are linked to the shutdown, the tour work package is marked with an exclamation mark.

Deleting If you delete a tour work package from the shutdown, a window opens. Click the "Yes" button to delete all linked work packages too.

Progress and statistics For the purpose of calculating their progress and statistics, tour work packages are not broken down into their individual work packages.

Linking via the "Object search" plugin If you add tour work packages to a shutdown via the "Object search" plugin, the work packages linked to the tour work package are not added.

Additional information You can find more information about the "Object search" plugin in the "MRO (Maintenance Repair and Overhaul)" manual, keyword ""Object search" plugin".

"Shutdown management" plugin 4.11 Assigning events to a shutdown object



4.11 Assigning events to a shutdown object You can also assign events to a shutdown object. This is, however, only possible if the event has reached a status with the "Prepare for Delegation" action.

Delegating events with the "Shutdown" plugin For events which have been assigned to a shutdown object, the "Delegate event" function is available in the context menu. If you execute this function, the status of the event is set to "Delegated". A new work package is created as configured for the event and is then added to the current shutdown object.

Delegating events by creating a work package using the "Shutdown" plugin Two functions are available to create a work package for an event using the "Shutdown management" plugin: "Create each line using base package" in the menu bar and "Create work package using base package" as context menu. After creating the work package, the status of the event is set to "Delegated", the work package is added to the shutdown, and the work package is entered underneath "Created task" on the "Work instruction - Details" tab of the event.

Additional information You can find more information on action codes in the "Maintenance Administration" manual, keyword "Action codes".






"Shutdown management" plugin 4.12 Cloning a shutdown object


4.12 Cloning a shutdown object



The "Company" field is completed automatically. The table displays all work packages that were assigned to the shutdown.

3. Click "Clone shutdown" in the menu bar of the plugin.

4. Enter the date for the new shutdown.

5. Click "OK".

Result The cloned shutdown object that is still assigned to the same equipment is created in the plant structure. New work packages for the new shutdown object are also created underneath the maintenance plans of the equipment. The new equipment and work packages are already assigned to the clone of the shutdown object.





Evaluating maintenance plans of a shutdown ()

4.13 Evaluating maintenance plans of a shutdown The number of work packages, the number of activities, and the accumulated expected time of the activities are evaluated if you click the "Statistics" button of the "Shutdown management" plugin.



The "Company" field is completed automatically.

You can also select a shutdown master object.

3. Click "Statistics" in the menu bar of the plugin.

"Shutdown management" plugin 4.14 Bulk processing


Result The "Statistics" window opens. The evaluation is displayed.






4.14 Bulk processing

Functions Depending on the configuration in the "PHASEMENU" standard tables, the bulk processing functions for the individual phases are activated. You can select the following functions by clicking the "Bulk processing" button:

● "Adjust milestone packages"

A shutdown milestone is divided into three shutdown phases:

Phase Description Pre-phase Phase before a shutdown Tar-phase Phase of the shutdown Post-phase Phase after a shutdown

4 milestones are distinguished:

● 0000 - start general activitiy

MS – start general

STEP@MS@STARTPRE

● 0020 - start mechanical activitiy

MS – start mecanical

STEP@MS@STARTTAR

"Shutdown management" plugin 4.14 Bulk processing


● 0050 - End mechanical activity

MS – end mechanical

STEP@MS@FINTAR

● 0060 - end general activitiy

MS – end general

STEP@MS@FINPOST

The milestones are assigned to the phases of a shutdown as follows:

With the "Adjust all milestone packages" function, milestones are created or deleted depending on the existence of activities of the relevant phase.

● "Create each line using base package"

This menu command allows all work packages from assigned maintenance plans to be generated at one time. Drag all the required maintenance plans to the "Shutdown management" plugin, adapt the base packages, and select the "Create each line using base package" function. The "Create work package > Using base package" shortcut menu, on the other hand, provides the option of creating only the work package of the required maintenance plan.

● "Create all qualifications"

No qualifications have yet been assigned to the activities of the individual task packages. The "Create all qualifications" function adds the standard qualifications entered on the "Qualifications" tab of the work package to each activity in a single step. If you want to create individual work packages, use the shortcut menu " Edit activities > Insert qualifications".

● "Adjust packages"

It is also still possible to adapt the task packages after the maintenance has been generated. Packages can be selected or deselected for this funciton in the Shutdown management plugin. Deselected packages are marked red before they are applied. The adjustments are made only if "Bulk processing > Adjust packages" was selected in the menu bar of the plugin. If you only want to adjust individual work packages, this command is also available in the context menu of the row with "Create work package > Adjust packages".

"Shutdown management" plugin 4.15 Exporting the Shutdown management table


● "Optimize all activities"

Via this function, the same activities with the same names from different work packages are grouped together and concentrated at the higher levels. At the same time, descriptive texts are placed together and nozzle activities, times etc. accumulated.

● "Generate all barcodes"

This function allows the user to assign barcodes to all activities of all work packages assigned to the shutdown. It is no longer necessary to generate a barcode with a mouse click at every step.

● "Calculate progress"

Select the "Calculate status again" function to display the degree of completion of the task package as a percentage beside the checkbox in the "Shutdown management" plugin. The data of the activities are used for this. The degree of completion is weighted according to the expected hours for the individual activities. If no expected time was defined for an activity, no degree of completion is displayed for the activity. The "%" column displays the weighted degree of completion of the entire work package. If no task packages have been created, the degree of completion of the activities located immediately underneath the work package is displayed in this column.

Additional standard tables of the Shutdown management plugin If the "PHASEMENU" and "PHASECTXMENU" standard tables exist, the displayed menu entries of the "Bulk processing" button and the context menu change depending on the shutdown phase of the object.

Additional information You can find more information on the "PHASEMENU" standard table in the "Maintenance Administration" manual, keyword "PHASEMENU".


4.15 Exporting the Shutdown management table This function allows you to export the table displayed in the "Shutdown management" plugin to a new MS Excel worksheet. The function also allows you to write the data to an Excel template or an XML file.



The "Company" field is completed automatically. If you have already assigned work packages to the shutdown object, these are listed.



3. Assign the required work packages to the shutdown object.

4. Make the required settings.

5. Click "Apply".

6. Click the "Export" button in the menu bar of the plugin.

The "Export" window opens.

7. Make the required settings.

8. Click "OK".

Result If you have selected MS Excel export, Excel opens automatically and the table is displayed.



"Quick edit" plugin 55.1 What is the "Quick edit" plugin?

The "Quick edit" plugin consists of the "Standard" and "Further activities" tabs.

"Standard" tab The "Standard" tab enables you to input properties centrally for the individual nozzles on the one hand, and to add nozzle-related activities centrally on the other. The individual activities of the task package get the data relevant to them from this table.

Matrix configuration The matrix is configured by the administrator with the aid of the standard tables "NOZZLESPECS", "NOZZLEACTIVITIES" and "NOZZLEACTIVITYSPECS".

"Further activities" tab The "Further activities" tab is where you manage activities that do not relate to nozzles.

Additional information For additional information on the "NOZZLESPECS", "NOZZLEACTIVITIES" and "NOZZLEACTIVITYSPECS" standard tables, refer to the "Maintenance Administration" manual.

See also "Standard" tab of the "Quick edit" plugin (Page 40)

Opening the "Quick edit" plugin ()

5.2 Opening the "Quick edit" plugin

Procedure 1. Click on "Plugins" in the menu bar.

2. Select the "Maintenance > Shutdown > Quick edit" command.

"Quick edit" plugin 5.3 Nozzle list


Result The "Quick edit" plugin opens.

See also What is the "Quick edit" plugin? (Page 29)

Editing the nozzle list and corresponding activities (Page 31)

Creating or deleting further actvities for a task package (Page 32)

5.3 Nozzle list You create nozzles underneath the equipment or a functional location. The work package references the nozzles using the nozzle list. The nozzle list on the "Attributes > Dis- /mounting info" tab in the properties of the task package inherits the nozzle information via the relevant work package. The nozzle list on the "Attributes > Dis- /mounting info" tab in the properties of the activity inherits the information via the task package.

Additional information You can find more information about the "Dis-/mounting info" tab in the "MRO (Maintenance Repair and Overhaul)" manual, keyword ""Dis-/mounting info" tab".

See also Refreshing the nozzle list ()


5.4 Refreshing the nozzle list Before you edit the task package, you first update the nozzle list in the properties of the work package.

Procedure 1. Open the properties of the relevant work package.

2. Select the "Attributes > Dis- /mounting info" tab.

3. Click the "Refresh" button.

Result The nozzle list is refreshed and the created nozzles are displayed.

"Quick edit" plugin 5.5 Editing the nozzle list and corresponding activities



See also Nozzle list (Page 30)

Editing the nozzle list and corresponding activities ()

5.5 Editing the nozzle list and corresponding activities The "Standard" tab of the "Quick edit" plugin enables you to input properties centrally for the individual nozzles on the one hand, and to add nozzle-related activities centrally on the other. The individual activities of the task package get the data relevant to them from this table.

See also chapter "Standard" tab of the "Quick edit" plugin (Page 40).

Requirement Before you edit the nozzle data, you first update the nozzle list. See also chapter Refreshing the nozzle list (Page 30).

Procedure 1. Open the "Quick edit" plugin.

2. Select the "Standard" tab.

3. Drag&drop the work package that you want to edit to the "Work package" field.

4. From the "Package" list, select the required task package.

The nozzle list is loaded automatically and displayed in a table.

5. Set the focus in the table cell you want to edit.

6. Select the required entry from the list or enter the required information.

The list entries are managed by the responsible administrator.

7. Activate the options for the activities that are to be created for the relevant nozzles.

8. To display other table columns, click the "Show detail columns" button in the menu bar of the plugin.

Via these columns, you can specifiy the individual activities in greater detail.

9. Click the "Apply" button.

The additional table columns are displayed.

10. Click twice in the cell you want to edit.

The focus is set in the cell.

"Quick edit" plugin 5.6 Creating or deleting further actvities for a task package


11. Select the required entry from the list.

12. Save the information you entered.

Result The objects for the corresponding activities are created in the plant structure. Additional information, such as comments or required hoisting devices, is saved directly in the properties of the activity on the "Attributes > Dis- /mounting info" tab.

Activated options behind which a tab with an arrow is displayed have already been created underneath a task package. Cells on a blue background with an inactive option indicate that this activity has not yet been created.


See also Opening the "Quick edit" plugin (Page 29)

Nozzle list (Page 30)

5.6 Creating or deleting further actvities for a task package You can use the "Further activities" tab of the "Quick edit" plugin to create additional activities for a task package.

The responsible administrator decides which activities you can create.

Procedure 1. Open the "Quick edit" plugin.

2. Select the "Further activities" tab.

3. Drag&drop the work package that you want to edit to the "Work package" field.

4. From the "Package" list, select the required task package.

Activities that have already been created are displayed underneath the "Existing activities" node. Activities that can be created in addition are listed underneath the "New activities" node.

5. Activate the options of the activities listed underneath "New activities" that you want to create.

6. Deactivate the options of the activities listed underneath "Existing activities" that you want to delete.

7. Save your settings.



Result The selected activities are created in or deleted from the unit structure.

If you click on an activity displayed underneath "Existing activities", the properties of the activity open on the right-hand side of the plugin.

See also Opening the "Quick edit" plugin (Page 29)


"Logistics" plug-in 66.1 Creating a movement of goods on the mobile device

Requirement The XML files on the mobile application contain maintenance processes.

Procedure 1. Open the "COMOS Portable" application on the mobile device.

2. Create a new movement of goods.

3. Enter the required name in the "Name" field if you do not wish to use the automatically assigned name.

4. Select the type of movement of goods from the "Step" list.

The competent administrator defines which movement of goods types you can access in the "@CHS > LOG > STEP" standard table.

5. Click "Next".

6. Scan the maintenance processes by the barcodes of the equipment you wish to add to the movement of goods.

The selected items of equipment are listed.

7. Click "Complete".

Result The scanned data are saved in an XML file on the mobile device. If you transfer the file from your mobile device to the PC on which COMOS is installed, you can import the XML file into the "Logistics" plug-in. See also section Importing movements of goods using the "Logistics" plug-in ().

6.2 Importing movements of goods using the "Logistics" plug-in

Requirement You have created a movement of goods on the mobile device and saved it as an XML file. You have transferred the data from your mobile device to the PC on which COMOS is installed. In COMOS, you have created an object in which you wish to save the movement of goods. The movements of goods are displayed in COMOS as transport processes.

"Logistics" plug-in 6.2 Importing movements of goods using the "Logistics" plug-in


Procedure 1. To open the "Logistics" plug-in, select the "Plugins > Maintenance > Shutdown >

Logistics" command in the menu bar.

2. Click the "Options" button in the menu bar of the plug-in.

The "Logistics" window opens.

3. In the "XML folder", enter the path to the folder in which the movements of goods created have been saved.

4. In the "Default root device" field, you can specify an object in which the transport processes will be saved by default.

5. In the "Backup XML file folder" field, enter the path to a folder to which the movement of goods is to be moved after import.

6. Close the "Logistics" window.

7. Activate the "Import XML file" button in the menu bar of the plug-in.

8. Select the movement of goods you wish to import from the "XML file" list.

All movements of goods in the selected folder are listed.

9. Drag&drop the object in which the transport process is to be created to the "Start node" field.

If you have defined a default root device in the "Options" window, this field will already have been completed.

10. Click "Create order".

Result The transport process is created in the selected object. The "Transport" tab of the transport process is displayed in the "Logistics" plug-in. The table lists the activities, work packages and equipment assigned to the transport process and indicates the progress.

Table context menu You can navigate from the table to the assigned objects and remove objects from the transport process using the context menu.

See also Creating a movement of goods on the mobile device (Page 35)

"Logistics" plug-in (Page 41)

Importing reference deliveries using the "Logistics" plug-in (Page 37)

"Logistics" plug-in 6.3 Creating reference deliveries on the mobile device


6.3 Creating reference deliveries on the mobile device

Introduction To compare two movements of goods and establish whether goods have been lost or too many items have been delivered, create a reference delivery.

Requirement You have already created a movement of goods on the mobile device. The XML files on the mobile application contain maintenance processes.

Procedure 1. Create a movement of goods.

See also section Creating a movement of goods on the mobile device (Page 35).

2. In the "Reference delivery" field, enter an existing movement of goods, the data of which you wish to use for comparison.

3. Select the type of movement of goods from the "Step" list.

The competent administrator defines which movement of goods types you can access in the "@CHS > LOG > STEP" standard table.

4. Click "Next".

5. Scan the maintenance processes by the barcodes of the equipment you wish to add to the movement of goods.

The selected items of equipment are listed.

6. Click "Complete".

Result The scanned data are saved in an XML file on the mobile device. If you transfer the file from your mobile device to the PC on which COMOS is installed, you can import the XML file into the "Logistics" plug-in. See also the sections Importing movements of goods using the "Logistics" plug-in (Page 35) and Importing reference deliveries using the "Logistics" plug-in ().

6.4 Importing reference deliveries using the "Logistics" plug-in

Requirement You have created a reference delivery on the mobile device and saved it as an XML file. You have transferred the data from your mobile device to the PC on which COMOS is installed. There is a transport process in COMOS with which you wish to compare the reference delivery.

"Logistics" plug-in 6.4 Importing reference deliveries using the "Logistics" plug-in


Procedure 1. Open the "Logistics" plug-in.

See also section Importing movements of goods using the "Logistics" plug-in (Page 35).

2. Click the "Options" button in the menu bar of the plug-in.

The "Logistics" window opens.

3. In the "XML folder", enter the path to the folder to be searched for movements of goods.

4. In the "Backup XML file folder" field, you can enter the path to a folder to which the XML file is to be moved after import.

5. Close the "Logistics" window.

6. Activate the "Import XML file" button in the menu bar of the plug-in.

7. Select the XML file you wish to import from the "XML file" list.

All XML files in the selected folder are listed.

8. Drag&drop the object in which the transport process is to be created to the "Start node" field.

9. Click "Create order".

The "Create logistic order" window opens. The "Missing items" table lists the goods which are contained in the reference delivery but not in the transport process. The "Surplus items" table lists the goods which are not contained in the reference delivery but are contained in the transport process.

10. Click "OK".

Result The transport process is created in the selected object. The "Transport" tab of the transport process is displayed in the "Logistics" plug-in. The table lists the activities, work packages and equipment assigned to the transport process and indicates the progress. Surplus items are marked in the table with a exclamation mark.

Table context menu You can navigate from the table to the assigned objects and remove objects from the transport process using the context menu.

Automatically creating events If the corresponding base objects have been stored in the project options, an event is created for each missing item and each surplus item. You can find additional information on this topic in the "Maintenance Administration" manual, keywords "LOGMissingEventCDevice" and "LOGSurplusEventCDevice".

See also Creating reference deliveries on the mobile device (Page 37)


User interface reference 77.1 "Information" window of the "Shutdown management" plugin

Overview The "Information" window of the "Shutdown management" plugin displays information regarding the shutdown object.

Control element Description "Name" field This field displays the name of the shutdown object. "Description" field This field displays a description of the shutdown object. "Start date" field This field displays the start date of the shutdown. "End date" field This field displays the end date of the shutdown. "…" button This button opens a calendar and you can select a date. "Type" column This column displays all task packages that you can create. "Selection" option If this option is activated, a column is displayed in the table of the

plugin for the relevant task package. "Open classification" option If this option is activated, the created and available task packages are

displayed individually one after the other in the table. This leads to a more compact display since only the packages that have actually been created or can be created (base package) are displayed and there is no division into fixed columns.

See also Editing shutdown data (Page 19)

User interface reference 7.2 "Standard" tab of the "Quick edit" plugin


7.2 "Standard" tab of the "Quick edit" plugin The "Standard" tab displays information regarding the individual nozzles.

Control element Description "Work package" field This field displays the selected work package. "Package" list This list displays the task packages that were created underneath

the selected work package. "Pos" column This column displays the name of the nozzle. "DN" list You select the nominal diameter of the nozzle from this list. "PN" list You select the nominal pressure for which the nozzle is designed

from this list. "Sealing face form" list You select the form of the sealing surface of the nozzle from this

list. "TEST" column This column is used as an example for the configurable structure

of the table. Example: "Scaffolding" option If this option is activated, the activities required for scaffolding are

created. Example: "Description" list You select a scaffolding type from this list. Example: "Hoisting devices" list You select a hoisting device from this list. Example: "Time" field This field displays the planned time in hours for this activity.

Nozzle-related data and activities are configured by the responsible administrator.

See also What is the "Quick edit" plugin? (Page 29)


User interface reference 7.3 "Logistics" plug-in


7.3 "Logistics" plug-in Control element Description "Import XML file" button The available XML files are displayed in the "XML

file" list if this button is activated. "Load COMOS object" button You use this button to load the movement of

goods selected in the Navigator to the "Logistics" plug-in.

"Refresh file list" button You use this button to refresh the results list in the plug-in table.

"Consign order" button You use this button to block further processing of the movement of goods. The movement of goods is then grayed out in the Navigator. The "Remove object" entry is grayed out in the table context menu.

"Show report" button You use this button to open the delivery note created in the movement of goods in the "Logistics" plug-in. A delivery note is created if one does not yet exist.

"Options" button You use this button to open the "Logistics" window.

"Load profile" button You use this button to open a stored search profile. You can find additional information on this topic in the "MRO" manual, keyword "Profiles".

"Save profile" button You use this button to store a search profile. List You select a profile from this list. "Start object" field This field displays the start object in which the

imported objects are saved. "XML file" list This list displays the XML file containing the

movement of goods to be imported. "Create order" button You use this button to import the selected

movement of goods to COMOS.

See also Importing movements of goods using the "Logistics" plug-in (Page 35)

User interface reference 7.3 "Logistics" plug-in


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