wrench working steps-consolidated

8/10/2019 WRENCH Working Steps-Consolidated

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Contents

--WRENCH Working Steps

--How to Add Drawings Documents to Tasks in WRENCH

--How To Add TQ Technical Query in Wrench

--How To Reassign a Task from WBS or Users Workspace

--2 STEPS IN ACCESSING SPECTER OR NATIVE FILE FROM YOUR WORKSPACE AND IN W

---While adding a file message comes as Document Number and Sheet Number already ex

---Bulk Replace of files from Workspace

---How To Add RTCC _Reply To Client Comments_ in Wrench


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WRENCH Working Steps / Rules of Credit

1st CYCLE

DISC ORIGINATE DRAW STAGE / STAGE

As soon as the originator starts work on a document, the native files are to beuploaded into the relevant task in WRENCH. By this action (uploading of docs.),5% progress is captured / reflected in WRENCH;

Originator can work on the W-drive and do multiple check-ins and check-outsensuring that the latest / updated documents are always uploaded in WRENCHtasks daily;

Originator completes the check list; checking the status boxes for the requiredcheck points and ensuring that these check points are complied;

Once the documents are ready for check, it is to be routed to DISC check stage.The originator may also provide the hard copy for checking.

Documents

attached

5 %Progress

Captured


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DISC CHECK STAGE

The checker, checks the documents, scans the check prints and adds the PDF file to thetask. Use Comment File (s) tab to add the IDC comments;

It is then routed back (rejected) to the Disc Originate/Draw Stage).

Once Originator has incorporated the IDC comments and Routed to the Checker,

The checker converts the native file to PDF, adds the same in Squad CheckComment.

IDC Comments


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Checker then assigns the sequence for the disciplines required to do the squad check

And routes the document to the MULTI-DISC SQUAD CHECK Stage and with thisaction, 30% progress is captured/reflected in WRENCH.


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MULTI DISC SQUAD CHECK

All disciplines involved in squad check get automated e-mails at the start of squadcheck process. Subsequent e-mails will be sent as the routing progresses.

The First discipline checks out the squad Check Comments; Prints the Squad

Check Comments & does the mark ups on the hard copy.

The marked up copy is then scanned and checked in the Squad CheckComments in the WRENCH task.


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While Checking In the user should, browse / Selects the required PDF file (Scanned /Marked up) and close route.

The second discipline checks out the squad Check Comments made by the first discipline;Prints the Squad Check Comments & does the mark ups on the hard copy and repeats therest of the steps in the 1

ststage The other disciplines in sequence follow the same steps

and close route one by one;

The final discipline in the SC stage also follows the same steps and routes to DISCREVIEW stage and with this action, 60% progress is captured / reflected inWRENCH.


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Following up on squad check is the responsibility of originating discipline. Theoriginator is to follow up closely the progress of the documents through squadcheck team.

PL. NOTE THAT THE SQUAD CHECK COMMENT FILE MADE BY THE 1ST

DISCIPLINE ISUSED BY ALL SUCCEDDING DISCIPINES TO MARK UP THEIR COMMENTS. BY THISCONSOLIDATED COMMENT IS ENSURED / REFLECTED IN ONE SINGLE DOCUMENT.

DISC REVIEW

The checker reviews the SC comments and routes back (rejects) to the DISCORIGINATE / DRAW stage with instructions to incorporate the comments;

The originator incorporates the SC comments and routes to DISC check Stage. Thechecker then bypasses the document directly to DISC APPROVE stage.

DISC APPROVE

Before sending to approval stage, the originating discipline shall provide a hardcopy to approver. Once approver reviews and accepts the documents , this can berouted in wrench to approver stage.

After the approver reviews the document it could be rejected to DISC REVIEW incase of comments or if approved can be routed forward to PE REVIEW stage.

60% Progress

Captured


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PE APPROVE

Before sending to approval stage, the originating discipline shall provide a hardcopy to approver. Once approver reviews and accepts the documents, this can berouted in wrench to approver stage.

After the PE review the document, it could be rejected to DISC APPROVE stageand if OK, it will routed forward to DCC Issue stage.

DCC ISSUE

Prepare DCPI and ensure that the Document is routed to DCC workspace for issue.

Once the DCC receives the document through WRENCH and the signed hard copy,the transmittal is prepared;

The PDF of the signed hard copy is added as Specter File(s) to the task;

The transmittal is issued for Review and the document routed to DCC CLIENTCOMMENT stage and with this action 70% progress is captured / reflected inWRENCH.

70% Progress

Captured


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DCC CLIENT COMMENT

When the client comments (with approved codes) are received, the same arescanned and added to task as client comments;

DCC routes this to the DISC ORGINATE / DRAW stage.

2nd

/ NEXT CYCLE

DISC STAGE ORIGINATE / DRAW

Based on the approval code/document class, the originator updates the documentto be, re-issued for review or issued for approval or final issue

DCC ISSUE

The cycle is repeated and the document may be :

1. Re-issued for review. With this action the progress stays at 70% inWRENCH.

2. Issued for approval. With this action 80% progress / captured reflected inWRENCH.

DCC FINAL ISSUE

1. Final Issue. With this action 100% progress / captured reflected in WRENCH.


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WRENCH Tip Of The Week 2

How to Add Drawings & Documents to Tasks in WRENCH

Step 1.Login to WRENCH, in the main window under My Wrench click on Workspace

Step 2.Under Workspace click on Task.

Workspace

Task


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Step 3. . Once clicked on Task it will show the list of Tasks available in your Workspace.

Select the Task in which you want to add the Drawing / Document. (You can group it forease of search E.g. By Project Number)

Step 4.Double click on the Task in which you want to add the Drawing / Document.

Grouping: Drag & Drop Here

Task

List of Task in your Workspace


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Step 5.And it will open up the Task Properties Window. In the below half window, there arevarious tabs, Click on Related Itemtab, and inside this window do a Right click, and select Add.

Step 6. In the Related Items to TaskWindow

a) Object Type : Select Document(irrespective of you adding a drawing / document)b) Relation : Select Link, if the drawing or document is the one to be issued to Client

OR Select Refer, if the drawing / document is to be added only for In-housereference purposes, and not to be sent to Client.

c) Mode : Select New, if the drawing / document is not existing in Wrench Or SelectExisting From Wrench.

d) Objects : Select Single, if it is 1 number drawing /document OR Select Multiple, if many

drawings / documents are to be added.e) Click Select.

Add

Related Item

Right Click Here


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Step 7. For SingleDrawing / Document, it will open up the below Add DocumentWindow,Click on Browse & Select the document from the path where it is located andclick Open.

Object Type

Browse

Relation

Objects

Mode

Select

Open


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Step 8.Give the required details & click ok.a) Document Description as it appears on the Title Block

b) Client Document Number in the same client format as mentioned in the Title lockc) Current Revision Number of the Drawing / Document

d) Sheet Number, e) Sheet Size, f) Number of Sheets

Step 9.Again Click OK

Client Document Number

Revision Number

Sheet Number

Number of SheetsSheet Size

OK

Document Descri tion

OK


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Step 10.For Adding Multiple Drawings / Documents to Tasks in WRENCH (Follow the sameStep 1 to Step 6 & at step 6 in Objects select Multipleas shown below)

Step 11. And it will Pop up the Add Multiple Documentswindow, click on Select files

Multiple

Select Files


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Step 12. Onceclicked on select files Open window will appear, Click on Look in drop

down arrow & select the files from the path where it is located & click open

Step 12. After selecting the files give the required details (E.g Client, Document Number,

Document description,Current Revision Number, Sheet Number, Number of Sheets,Sheet Sizeetc Use the slider at the bottom of the window to access this information) Click

on Add to Wrench, if no errors, it will show Document Added Successfully, Click OK

Slider

Look in

Sheet NumNumber of

Sheet S

OK

Comments

Document Description

Client Document Number,User Revision Number

Add To Wrench


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Step 13.Then click Close.

Step 14.Click OK

OK

Close


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WRENCH Tip of The Week

How To Add Vendor TQ (Technical Query) in Wrench

For Adding (uploading) Vendor TQ in wrench please follow the below Steps.

Step1. In Wrench main Window, Under Folders, Maximize Documents Tab.

Click to Maximize Documents 2

Folders 1


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Step2. Select respective Discipline, Maximizeand Click on TQ (Technical Query).

Step3. After Clicking on TQ, Right Click on Wrench Desktop, Select Newand Click on Single Document.

Right Click 5Here (Wrench Desktop

Single Documen

Click to Maximize 3

TQ 4

New 6


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Step4. On Clicking Single Documentthe below Add Documentwindow will be opened, Click on the Browse,under project ID (as shown below), Enter project No. in Look Forunder Project SearchWindow and select

the respective project by Double Clickingon project No.

Step5. Then TQ Noto be generated.

For generating TQ No, Click on Browse tab (In Document No), on clicking Browse DocumentNumber Generatorwindow will open, Select Vendor Technical Query& Click Ok.

Browse 11

Enter Project No 9

Tab to select the Project 8

Select Project 10

Document Number Generator

VTQ 12

OK 13


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Step6. On Clicking OKthe below Generate Numberwindow will open, Select the Sender Codeby Clickingon Sender Code Taband Select the Receiver Codeby Clicking on Receiver Code Tab, then Click on MR

NO.

Step7. On Clicking on MR Numberthe below Manual Entrywindow will open, type the corresponding MR

No for this TQ (You need to type in the Document Genealogy (e.g. ECMR) and No (e.g.005) as shown belowand Click Ok

Note:

*For all Veco Generated MRs the corresponding MR No which will be mentioned in between the TQ no

shall be Vecos MR No.

*For all CPE Generated MRs the corresponding MR No which will be mentioned in between the TQ no

shall be Client MR No.

E.g. For Veco Generated MRs

Generator Number window

MR Number 16

Sender Code 14

Receiver Code 15

MR Number 16

MR Number 17MR Number 17

Ok 18

MR Number 17


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Step8. Then Click on Correspondence Typeand select Technical Query (Q) (Double Click).

Step9. Then Click on Auto Numberand copy the No generatedfrom Preview of generated numberand

Click Ok.

Doc Genealogy & NO

Correspondence Type 19

Auto Number 21

Preview of generated No. 22

Technical Query 20

Ok 23


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Step10. Then open the TQnative file and Paste the copied TQ Nounder Query No / & type in the Date thensave and close the file.

Eg.For CPE Generated MR

CPE Generated MRs the corresponding MR No which will be mentioned in between the TQ no shall be Client

MR No as shown below

TQ No & Date 24


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Step11. Then Enter TQ Description. After entering TQ Description, Click on Browse, Select TQ Native file

andClick Open. After selecting the file tick on Add as released document(TQ are added as a releaseddocument as it not going through any Workflow) and click Ok.

You can also send Notification to your Team from Wrench that the following TQ has been added in Wrench.

Open 28

Q Description 25

Browse 26

Native file 27

Ok 29

Client MR No.


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Step12. For sending Notification from Wrench after Add as released documentis ticked, click on

Notification.

Step13. On clicking Notificationthe below Notificationswindow will open, click on Browseto select User.

Notification 31

Browse 32

Add as Released 30


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Step14. On clicking Browse, the below User Listwindow will appear. You can select either by grouporprovide aUser Name/ Login Nameto initiate a Search and then List of users satisfying the specified search

criteria will be returned. Then Select the User from the Available Users list and click on the right arrow.

Same way you can also remove Users from the Selected User list by selecting the users and clicking on the LeftArrow. Then click on Ok.

Step15. Again ClickOk.

OK 39

Available Users35

Users to be removed

Login / User name 34

User Group 33

Left Arrow 38

Right Arrow 36

Ok 40


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Step16. Then again click Okto save the documents and sent Notification.

Step17. On Clicking Okthe below Document successfully added as a released document window will

open, Click Ok.

OK 41OK 41

OK 42


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WRENCH-Tip of The Week

How To Reassign a Task / Deliverable from WBS / Workspace

Reassigning a Task / Deliverable from WBS / Users Workspace is much easier andtime saving as compared to the Reassign Utility. Please follow the below steps toreassign from WBS / Workspace.

Step 1. UnderWBS / Workspace, select the Task you want toReassign and Doubleclickon it.

.

Select the Task & Double Click


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Step 2.On Double Clicking the below Task Propertieswindow will popup. Click onReassign Resource.

Step 3.On clicking Reassign Resource, the below Reassign Resourcewindow willappear. Click on the current stage(From where you want to reassign resource)

Current Stage

Reassign Resource


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Step 4.On clicking current stage, resources for current stage will be available. Click onBrowseto assign New Resource.

Step 5.On Clicking Browsethe below User listwindow will appear with list of current

users of the stage. Remove the users by clicking on the (


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Step 6.Provide a User Nameor Login Nameto initiate a Search, List of users satisfyingthe specified search criteria will be returned. Select the Userthen click on Right arrowand click OK.

Note:If the user is not available in the Available users list then untick on Filterresources based on project. Aswhen Filter is ticked then it will filter with the list ofresource available in the Project Resource. If the user is not a resource of that projectthen the user name will not be available. On removing the tick the resource will be taken

from the Masters.

Project Resources

Login name to Search

OK

Ri ht arrow

Selected User

Available Users

Filter


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Step 7.On Clicking OK, the selected user will be in the New Resourceslist. Givecommentson Reaasign and click on Reassign.

Step 8.On clicking Reassign Resources are reassigned successfully message willpopup. Click Ok.

OK

Reassign

Comments on Reassign

New Resources


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I. ACCESSING FROM WBS.

Step 1.1.Open WBS, e.g. [WBS-401910], and select a task which you want to view the specter or the nativefile, as shown below.

Step 1.2. Click VIEWoption to view the native application of the file and click VIEW SPECTER to View thlatest available Specter Copy (PDF File). The document will be automatically displayed, upon clickinthese options.

WRENCH TIP OF THE WEEK

2 STEPS IN ACCESSING SPECTER/NATIVE FILE FROM YOUR WORKSPACE AND IN WBS

WBS-401910

Selected task which you want to view the

specter or native file

View

View Specter


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II. ACCESSING FROM YOUR WORKSPACE.

Step 2.1.Open your workspace, and select a task which you want to view the specter or the native file, ashown below.

Step 2.2.Click VIEW ATTACHED DOCUMENToption to view the latest native application of the file anclick VIEW SPECTER to View the latest available Specter Copy (PDF File). The document will b

automatically displayed, upon clicking these options.

WORKSPACE

Selected task which you want to view thespecter or native file

View

View Spec


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WRENCH Tip Of The Week 3

While adding a file message comes as Document Number and Sheet

Number already exists

Step 1.When a message popup Document Number and Sheet Number already

exists, Click OK.

Ok

Document Number and Sheet Number already exists


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Step 2.After clicking Ok, it will go back to Add DocumentWindow. Click Cancel.

Step 3. Once clicked on Cancel,Related Items To Taskwindow will appear. Select

Existing from Wrench, and then click on Select.

Existing from Wrench

Select

Cancel


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Step 4.After clicking Select, the below shown Document Searchwindow will appear,

click Search, it will show the search result in the below half window Double click ondocument from the search result.

Step 5. OnceDouble Clicked, the Document will added as shown below, clickOK

Search

Document Added

Double Click


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Many cases users have to replace multiple documents from Workspace, particularly documents like P&IDs &Isometrics which are created & issued in bulk.

WRENCH provides a convenient method of replacing documents in bulk, irrespective of how many files to bereplaced.

Step 1:

Select the tasks from Workspace whose file needs to be replaced. Right click select Replace.

WRENCH TIP OF THE WEEK

BULK REPLACE OF FILES FROM WORKSPACE


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Step 2:

On selecting Replace an intermediate interface opens as below.

Step 3:

WRENCH can automatically select the files that needs to be replaced against each task/deliverable, for whichuser needs to select the Matching option available in the Multiple Replace Manager window.

From Matching Option user needsto select Advanced Option.


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Step 4:

From Properties option user needs to select one of the matching criteria between the existing file in WRENCH& the file to be replaced. In most cases the file available in WRENCH & the new file being replaced will havethe same File Name.

If yes, please select the matching option as File Name from the drop down against Properties.

Step 5:

After Matching Option is selected, click ok. From the Multiple Replace Manager window, use Select Folderoption to select the folder in which the files which needs to be replaced are available (All the files that needs tobe replaced needs to be in one folder).


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Clicking Select Folder will open a window to select the folder in your PC.

Step 6:

Select the folder containing the files to be replaced. Click Ok.

User can give his comments on replace in the option available & then click Apply to selected Files & then ClicOK to have the files replaced.

User can also replace the files one by one, by expanding the tree to find theSelect Fileto replace file.


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WRENCH Tip Of The Week

Addition of CRC (Client Review Comments) in Wrench

Earlier we used to term all Response to Client Comments as RTCC. Now it is CRC (Client Review Comments)

CRCs are basically CH2M HILLs reply to the comments given by the client on the documents submitted.

CRC for a client comment is provided along with the subsequent revision of the document.

CRC is originated & owned by the department engineers. CRC is added to CRC folder defined under each ofthe department folder structure in WRENCH.

For adding CRC please follow the below steps.

E.g. If a Civil Engineer wants to add CRC.

Step1. In Wrench main Window, Under Folders, Maximize Documents Tab.

Click to Maximize Documents

Folders


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Step2. Select respective Discipline, Maximizeand Click on RTCC/CRC.

Step3. After Clicking on CRC, Right Click on Wrench Desktop, Select New, Click on Single Document.

Click to Maximize

CRC

1.Right Click Here

(Wrench Desktop)

2.New 3.Single Document


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Step4. On Clicking Single Documentthe below Add Documentwindow will popup, Click on Browse, under

Project No., Enter project No in Look Forunder Project SearchWindow and select the project by Double

Clickingon project.

2.Enter Project No

1. Browse to select the Pr

3.Select P


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Step5. Then CRC Nohas to be generated.For generating CRC No, Click on Browse, on clicking Browse Document Number Generatorwindow

will popup, Select Client Review Commentunder Document Number Generatorwindow & Click

Ok. Select Client Review Comments from the drop down menu (2). Add the Client document No. (3),Click on the Auto Number (4) and the number will appear. Click OK to generate number.

Step 6. Then open CRC Native file which is on your desktopand paste the copied CRC No.under Tracking

IDand save it.

1. Browse

2. Select CRCDocument Number Generator

5.OK

Once clicking OK, CRC No. will appear here for copying to the CRC native file

Add CRC No

3.Add Client Doc

4. Auto Generated No. will appear


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Step 7. Then Provide CRC Descriptionunder Document Description, Click on Browseand select the CRC

native file (CRC to be attached).

Step 8On Clicking Okthe below Document successfully added as a released document window will

popup, Click Ok.

1. Document Description

2. Browse and add the CRnative file

Tick add as released document

OK