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Page 1: IPS-ENERGY™ Module Group: Administration · without the explicit written permission of IPS-Intelligent Process Solutions GmbH. All copies and reproductions shall be the property

© 2017 This document is the sole property of IPS-Intelligent Process Solutions GmbH and is provided to the recipient for its own use only. It may not be supplied to any third party, or copied or reproduced in any form without the explicit written permission of IPS-Intelligent Process Solutions GmbH. All copies and reproductions shall be the property of IPS-Intelligent Process Solutions GmbH. IPS-Intelligent Process Solution GmbH, Dr.-Gustav-Adolph-Str. 2, 82049 Pullach (Munich), Germany

IPS-ENERGY™

Module Group:

Administration

Version 1.92

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History of Changes

Version Date (mm/dd/yyyy)

Chapter and changes Name

1.0 12/15/2016 Integrate proofread comments, approved ILE

0.3 12/8/2016 Review and proofread DFO

0.2 12/05/2016 Update screenshots and content to final version of 1.92 smc

0.1 03/17/2016 Restructuring & rewriting smc

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Table of Contents

1 General 1

1.1 How to read the documentation ...................................................................................... 1

1.2 Abbreviations .................................................................................................................... 1

2 Administration 3

2.1 Introduction ....................................................................................................................... 3

2.2 User Management ............................................................................................................. 3

2.2.1 Run Administration Module ................................................................................................ 3

2.2.2 Object Visibility ................................................................................................................. 11

2.2.3 Audit Trail Configuration ................................................................................................... 19

2.2.4 License Management ....................................................................................................... 20

2.3 Report Management ....................................................................................................... 21

2.4 Audit Trails ...................................................................................................................... 21

2.5 Quality Assurance (optional) ......................................................................................... 21

2.6 FAQ Tutorial (optional)................................................................................................... 21

2.7 QA Actions Overview ..................................................................................................... 22

2.8 FAQ Tutorial Actions Overview ..................................................................................... 22

3 List of available functions 23

3.1 All ..................................................................................................................................... 23

3.2 Asset Management ......................................................................................................... 25

3.3 Maintenance Concept..................................................................................................... 25

3.4 Planning ........................................................................................................................... 25

3.5 Work Ordering ................................................................................................................. 26

3.6 Work Execution ............................................................................................................... 26

3.7 Maintenance Analysis .................................................................................................... 27

3.8 RELEX™ .......................................................................................................................... 27

3.9 IPS-PSM™ ....................................................................................................................... 29

3.10 IPS-SWM™ ...................................................................................................................... 29

3.11 IPS-MRI™ ......................................................................................................................... 31

3.12 IPS-PSFM™ ..................................................................................................................... 31

3.13 IPS-CAPE Bridge™ ......................................................................................................... 31

3.14 IPS-CBEX™ ..................................................................................................................... 32

3.15 IPS-Calculation Studio™ ............................................................................................... 32

3.16 IPS-Safe Load Calculation™ ......................................................................................... 32

3.17 IPS-Load Shedding Manager™ ..................................................................................... 32

3.18 IPS-Topology Manager™ ............................................................................................... 33

3.19 IPS-Report Studio™ ....................................................................................................... 33

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3.20 Administration ................................................................................................................ 33

3.21 Customer Specific .......................................................................................................... 34

3.22 No function attached ...................................................................................................... 34

List of figures 35

List of tables 35

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1 Genera l 1 .2 Abbrev ia t io ns

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1 General

Thank you for purchasing IPS-ENERGY™ Asset Performance Management Software.

This user documentation should introduce you to all necessary information to get best use out of this application.

IPS-ENERGY™ is programmed in a dynamic way which means that more (or less) features are available to you depending on configuration and licensing.

1.1 How to read the documentation

Texts written in italics indicate Names in the software (Windows, Fields, Tables, Columns, etc.).

Texts written in bold indicate Function in the software (Buttons, Menu Options, Tabs, anything you can click on).

Instructions to follow are indicated with numbers:

Step 1

Step 2

Listings without specific order or alternative options are shown as a list with bullet points:

Option 1

Option 2

Legend numbers in an image are referenced underneath the image:

1 Legend explanation 1

2 Legend explanation 2

NOTE: Important information to consider is written in a box starting with NOTE.

1.2 Abbreviations

CB Circuit Breaker

CBEX Circuit Breaker Expert

CIM Common Information Model

CIR Configuration Item Request

FAQ Frequently Asked Questions

GSR Global Setting Request

LZOP Local Zone of Protection

MRI Maintenance Resource Intelligence

NERC North American Electric Reliability Corporation

PSM Professional Setting Management

PSFM Power System Fault Management

QA Quality Assurance

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RSR Relay Setting Request

SCN System Change Notification

SWM Setting Workflow Management

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2 Administration

2.1 Introduction

This module group is part of every IPS-ENERGY™ version. It is the last module group on the navigation bar on the left side of the application. Administration allows you to configure and manage user and user group accounts, including rights and accessibility.

There is an expert mode for advanced users only.

Major benefits are lower running costs through increased security, data consistency through supervision and rights control, and lower training costs through the adaptable user interface.

Administration consists of seven modules:

User Management

Report Management

Audit Trail

Quality Assurance

FAQ Tutorial

QA Actions Overview

FAQ Tutorial Actions Overview

In the following sections we are looking at them in more detail.

NOTE: All settings and changes you do in this module group only apply after the effected user(s) log(s) back in again the next time.

2.2 User Management

Starting with the first module of Administration – the User Management – four options are provided as buttons at the top of the screen.

Below the user name is displayed along with the List of Available Groups to which the user belongs. The lower workspace shows the List of Available Functions. This list is the same for all IPS-ENERGY™ versions, and contains all functions provided by the application (currently 392 functions). With these functions you can basically configure or customize our application according to your needs.

2.2.1 Run Administration Module

Click module User Management > Run Administration Module to open the User Accounts window.

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2.2.1.1 Tab User

Figure 1: Tab Users

The Users tab displays the List of Available Users and their information such as the domain name, the user name and the user description. Here you can Add or Delete a user account, and assign or edit its Properties.

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Create a new user account

Click Add to create a new user account. Enter a new user name and the domain and click Update to create a new user account.

Figure 2: Create new user account

The new user would not be a member of any group, or have any functions assigned. To do so you go to the tabs Groups and Functions in the User Accounts window (2.2.1.3 Tab Group and 2.2.1.4 Tab Functions).

NOTE: IPS-ENERGY™ application requires Domain information entered in CAPITAL letters.

Mark the entry which you want to delete in the List of Available Users, and click on Delete.

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2.2.1.2 Users Info

You can also open the User Info window by double-clicking on a user entry (same as clicking on Properties). This window has 5 tabs:

Figure 3: Users Info tab General

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General

On this tab you enter various information about the user such as a Personnel ID, a Contact Phone number, you can assign a Primary Role, select the Work Center or set up Mail Server connection for the user. Here you can also Reset the user’s Password. Click on Update to save your data.

NOTE: You can also reset your password on the main page far to the right next of the user name - just

click on the reset, enter a new password and confirm.

Figure 4: Password Reset

Groups

This tab shows you the user group level, e.g. field user, power user, etc. You cannot perform any changes here.

Functions

This is the place where you can assign functions to the user. All available functions are displayed, and by ticking them they will be available to the user.

A list with all functions and their effects can be found at the end of this document

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Invisible Objects

The next tab shows if there are any settings in place indicating the visibility or invisibility of objects for a certain user.

In the screenshot below you see that the user, who belongs to the Power Users Group, cannot see the displayed Asset Attributes, or the displayed Locations. They are ticked as being invisible.

Figure 5: Users Info tab Invisible objects

The other two entries which are not ticked indicate that the user can only see Protection Devices from the Asset Group, and Company 1 data but no other Work Center data.

In this view you cannot perform any changes (e.g. the context menu does not work, you cannot tick or untick the invisibility); this is just to look up the user information.

How to configure the visibility/invisibility of objects will be explained further down in 2.2.2 Object Visibility.

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Competence

In the last tab you can see the assigned Competence of the user. Here you can also add a new entry, delete an old one or edit an entry. It is useful recording here per system user if some dedicated education that can be mandatory to accomplish this or that action/task is present and/or if any certification must be regularly renewed.

Figure 6: Window User Competence

2.2.1.3 Tab Group

Moving on to the Groups tab you have the same options as for a single user but for groups:

You can add new groups, delete old ones, and set their properties by adding or removing members and functions.

Create a New Group

Use the Add button to set up a new group. You can enter a Group Name and Description, and click on Update to save your entries. A new group would have no members or functions assigned. You do this in the next step.

Adding Members to a Group

Select the group you want to add members to, and click on Properties (or double-click on the entry). The Groups window displays the Group Information, which is the description you entered earlier. The Domain is also displayed.

Move to the Members tab, where all users of the selected group will be displayed in the list. As mentioned before this would be empty in a new group.

Click on Add to open the Users list. Select the required User Name(s), e.g. the new user you have created earlier on, by ticking the box in the front. Click on OK to save your choice, and update the database.

NOTE: Just marking a row (User X) but not ticking the box does not assign the user to the group; the selection is done by ticking the box/-es.

In the Members tab you can also Remove members from the group.

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NOTE: You can add a user to different user groups. This user receives all rights and available functions from the user groups he belongs to.

Adding a Function

Select the group you want to add functions to, and click on Properties (or double-click on the entry). The Groups window displays the Group Information, which is the description you entered earlier.

Move to the Functions tab, and click on Add to open the list of available functions. (A new group has by default no functions assigned.)

Figure 7: Group tab Functions

Select the desired function(s) by ticking the box in front of it, and click on OK and Update to save the changes to the database.

If you want to delete functions you need to select one by one, and click on Remove.

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2.2.1.4 Tab Functions

This tab only provides an overview of all available functions, including their Short Name, Description, and Function ID. New user functions can be created and added by IPS in software updates.

NOTE: To provide you a better overview you can save or print out a list with all available functions of the IPS-ENERGY™ System; go to top menu bar of the application on View -> General Reports, and choose Functions List.

Figure 8: Functions List

You also find a list of all available functions and their features/effects at the end of this document, see 3 List of available functions.

2.2.2 Object Visibility

The next option of the User Management module is the Object Visibility.

This is a very important option for an administrator as you can configure what is visible to a certain user group, and what stays hidden in the graphical user interface (GUI). By default all available objects are visible to the user.

The object visibility can work in two ways:

You can exclude the default view, and only select what should be visible (visible selection).

Or you can select separate entries to hide them from view but the remaining default object will all

be displayed (invisible selection).

There is also the option to make fields read-only to certain groups, so the information can be seen but not edited.

Click on the button to open the window in which you can see the User Groups and their associated Object Visibility Items.

In this bottom list you can Add, Edit and Delete object visibility items by using the context menu, and update your changes.

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Add a new Object

Select the required group from the upper list. If there is no entry in the Object Visibility Items area in the lower part of the window, then no object has been set up for this group yet.

Open the context menu with a right-click in this lower space, and choose Add. A new window opens from where you can choose the Object Type, and if you want your selection to be visible or invisible:

Figure 9: Object Visibility Item

NOTE: If you do not tick the Invisible box only your selection will be visible to the users of your group.

We are looking closer at the Object Type Location. To select your visible location(s) click on the ellipsis button … to open the Location Explorer. We have selected the location IPS DEMO.

Only this location with all its sub locations will be visible.

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Figure 10: Select Location

Click on OK to save your selection. It will be displayed in the list.

Figure 11: Object Visibility Items

Here you see that the selected location is not an Invisible Object as otherwise it would be ticked. If you want to change this double-click the entry (or use the context menu Edit), and tick the Invisible box there.

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We move to the next Object Type – Asset Group.

Figure 12: Object type – Asset Group

If you select Asset Group the Invisible option is greyed out. Click on the ellipsis button … to open the window where you can tick and choose the asset groups you want to be visible.

Click OK to save your choice. The new object(s) will also be displayed in the list.

Move to the next Object Type of the screenshot above – Work Center. The Invisible option is greyed out here too. Click on the ellipsis button … to open the window where you can tick and choose the Work Center you want to be visible. Click OK, and you see that the Object Visibility Items list is getting longer.

The next 2 option in the drop-down menu are Asset Attribute and Asset Attribute – Ability to Edit. As they are very similar we cover them in one section.

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Figure 13: Object type – Asset Attribute

The main difference is:

Asset Attribute - the Invisible box is ticked by default; each item you select here will be made invisible (the reverse option is not possible.)

Figure 14: Object Visibility

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Asset Attribute – Ability to Edit – the default setting is Read Only, so the selection of those attributes will keep them visible to the users of your group but they cannot change them.

Figure 15: Object read only

Click on the ellipsis button … to open the window where you have to select the Type Descriptor:

Figure 16: Window asset Attribute

Asset

This option displays all the Audit Properties for Assets. They basically are the field names of the various windows and masks for assets as well as whole tabs (e.g. General tab, Device tab).

If e.g. the Internal Reference Number or the Bookkeeping Number should not be visible – or editable – for everyone you can select those in the list.

There is a second tab to manage the Memo attribute for assets. This is related with the Memo/User Data area available in Concept area (bottom of Maintenance Strategy dialog).

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Figure 17: Select Asset Attribute tab MntAsset

When you made your choice click on Select, then Add; the items will also appear in the Object Visibility Items list.

NOTE: There are, by default, items which cannot be made invisible because they are essential for the use of the application. They are

Asset Location (the location path)

Asset Name (mandatory for editing and identification)

Asset Type (mandatory data) as well as asset type related information like asset type name,

manufacturer, technology, asset group and asset type description (located in asset general and

device pages)

Memo (because for memo visibility we already added a specific user function /Asset/Memo)

Discard Date which appears in Discard Management only, and its visibility could be limited by

user function (hide the entire Discard Management module)

Device

If you choose Device you see all Audit Properties which manage analog devices. Make your selection of the associated attributes here, and in the second tab if required, and confirm your choice again with Select and Add.

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Digital Device

If you want to choose the Audit Properties for digital devices you work with this option.

Configuration Item

This selection offers you attributes associated with configuration items.

Asset Group

And last but not least you can select Asset Group. A second list opens where you have to choose the required Asset Group first as each has its own Audit Properties.

Then you can proceed as described above with selecting the attributes you do not want to display from the Audit Properties list.

The screenshot below shows you the options for the asset group BUS. You can see that all entries are marked as Custom Property, that is because for this specific asset group, the data model is composed only of custom properties. In case an asset group has a relational data model (I.e. without custom properties), then the column will stay empty.

Figure 18: Select Asset Attribute tab Standard Data

When you finish your selection, click on Select and Add to complete this process.

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Going back to the drop-down menu the next Object Type is Report Object. The default for this option is Visible because the Invisible box is greyed out.

Figure 19: Object type Report Object

Click on the ellipsis button … to open the selection window for Report Objects. The top list displays all available reports, from where you can add the reports which should be visible for your group (context menu Add).

User Defined / Disabled boxes – Any user properly logged in will record configuration automatically as user-defined. This is the key principle for IPS GmbH to make distinction between data/configuration coming from customer/user and what is coming from IPS GmbH.

When you have finished your selection click on Add and OK to complete this process. The reports have been added to the list of Object Visibility Items. Here you see again that their status is Visible as the box is not ticked.

The last item of the drop-down menu is the Object Type Asset Owner. Here again the Invisible box cannot be ticked. Click on the ellipsis button … to open the selection list. Choose the Asset Owners which should be visible to your group, and click on OK and Add.

If you are done selecting all objects you want the users of your group to see, or not see or edit, you have to update the database to save your settings.

The next time a user of the group logs on these settings will apply.

2.2.3 Audit Trail Configuration

Click on the Audit Trail Configuration button to open the configuration window. Here you can set the Type Descriptor for the following:

Asset

Device

Digital Device

Configuration Item, and

Asset Group.

The Audit Trail for asset data which contain the above listed fields is fully configurable.

According to your choice the Audit Properties list below changes. Here you can set which entries should be Audited by manually selecting them, or Check all (context menu).

The Audit Trail Configuration allows to define which data change(s) you exactly want to track.

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NOTE: Audit Trail is linked to the module group IPS-Report Studio™ in order to allow related report configurations. More information can be found in the Report Studio Manual.

2.2.4 License Management

Remark: this § is only relevant for customer running installation WITH licensing.

This is the 4th button in the User Management module. Click on it, and the IPS-ENERGY™ License Activation window opens. It shows three tabs:

Figure 20: License Activation tab Machine Activation

On the Machine Activation tab the Machine Name and the Machine Key are displayed. The Machine Key is generated specifically according to the hardware specs of the PC on which you are running the IPS-ENERGY™ application.

You need to enter the Activation Code which should be delivered to you by the system administrator or IPS-ENERGY™ license manager. Next click on Activate.

The Machine Deactivation tab offers you the option to Deactivate the machine based license of the application from your computer.

On the Product Activation tab you have to enter the Activation code and the License File. Both should have been delivered to you by IPS. You must supply the above machine key for license generation.

Here you can also look up the Product and Machine Based Licenses, just click on the button View Licenses to see the details listed.

After the license activation IPS-ENERGY™ restarts automatically.

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2.3 Report Management

In this module you manage the reports. In the Report Objects area you can Add reports, and set their context from a detailed list. You can also Edit or Delete existing reports, or edit their values.

There is a Search and a Filter function to easier find a certain report.

NOTE: Using these functions with a keyword and asterisks, e.g. *plan* brings up all entries where Plan

appears in the context.

Each report object can have one or more Report File(s) assigned.

In the workspace below you see the Report Fields.

2.4 Audit Trails

In this module you can select the assets according to their location, and get them listed in the work area on the right. If you double-click on a certain asset you can view all its details.

If the asset hat an Audit Data Trail assigned it will be listed in the bottom half of the screen. You can use the context menu here to have all data concerned by Audit Trail listed (regardless of asset selection) Audit Trail Data displayed.

Audit Trail is an internal control mechanism to record all changes made on specific data.

2.5 Quality Assurance (optional)

In this module you can administer quality assurance processes.

2.6 FAQ Tutorial (optional)

Location Explorer shows FAQs. This is the place you may define any customer-specific documentation in form of documents (MS Word, pdf, pictures …) to be viewed. The result of your FAQ Tutorial definition will be freely accessible (read-only) within Help menu.

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2.7 QA Actions Overview

This view is similar with Actions Overview that is available within Work Execution module group. It is listing all Actions-Tasks related with module QA.

The context menu offers several options:

Figure 21: QA Actions Overview context menu

2.8 FAQ Tutorial Actions Overview

This view is similar with Actions Overview that is available within Work Execution module group. It is listing all Actions-Tasks related with module FAQ Tutorial.

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3 List of available functions

3.1 All

Table 1: Available functions for all module groups

Function Name Short Name Description

Adding new asset /Asset/Add Adding new asset enabled

Delete asset /Asset/Delete Delete existing assets enabled

Asset editing /Asset/Edit Editing of assets enabled

Asset Name Editing /Asset/Edit/EditAssetName Editing of asset name enabled

Editing Asset Internal Reference Number field

/Asset/Edit/InternalRefNumber Asset Internal Reference Number field is editable but only if the auto generation from database is enabled - otherwise ignored

Google Maps View /Asset/GoogleMapsView View Asset and Location position in GoogleMaps

Mark Asset as Changed /Asset/MarkAsChanged Mark the selected asset as Changed in a way to update the LastUpdate time stamp to actual time and date and set the ChangedFlag

Asset Memo Field Accessible /Asset/Memo The accessibility of the asset Memo field. It is editable if the asset is editable

Skip Missing Validation Table Message

/Asset/SkipMissingValidationTableMessage

Skip the error message indicating the missing validation table assignment when the user press the Validated radio button in Asset dialog

Asset Statistics /Asset/Statistics Statistics dialog activation via Statistics... menu item in View menu

Asset User Data Accessible /Asset/UserData The accessibility of the asset user data dialog.

Asset Validation /Asset/Validation Asset validation functionality enabled

Asset Validation data visible in asset form

/Asset/Validation/Visible The asset validation related controls are visible in asset form

Asset group editing /AssetGroupList/Edit Editing of asset groups

Mark Asset Type as Changed /AssetType/MarkAsChanged Mark the selected asset type as Changed in a way to update the LastUpdate time stamp to actual time and date and set the ChangedFlag

Asset type editing /AssetTypeList/Edit Editing of asset types

Custom property definition editing /CustomPropDefEdit Editing of custom property definition

Custom property enabling or disabling /CustomPropDefEdit/EnableDisable Setting custom property enabled or disabled

Connection to non-default database /Database/Connect Connection to non-default database like demo database

Global settings enabled Analyzes /GlobalOption/Analyzes Global settings enabled: Analyzes

Enabled CMAlert support /GlobalOption/CmAlertSupport Enabled CMAlert support

Global settings enabled: mail /GlobalOption/Mail Global settings enabled: mail

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Function Name Short Name Description

Global settings enabled: paging /GlobalOption/Paging Global settings enabled: paging

Global settings enabled: Report /GlobalOption/Report Global settings enabled: Report

Change Report Activation Target Database Enabled

/GlobalOption/Report/ChangeActiveDatabase

Possibility to change selection of target database where the reports are running (Report Database or Primary Database)

Global settings enabled: SQLServer /GlobalOption/SQLServer Global settings enabled: SQLServer

Global settings: SQL Server Advanced Configuration

/GlobalOption/SQLServer/AdvancedConfiguration

Global settings enabled: SQL Server Advanced Configuration

License Management /Licensing/LicenseManagement License Management

Direct Link Property Edit /Link/DirectPropertyEdit Direct Link Property Edit Enabled

Location Cloning /Loc/CloneLocation Clone assets and locations

Edit location hierarchy /LocHier/Edit Edit location hierarchy

Edit location types /LocTypeList/Edit Edit location types

Edit Lotus Notes Access Data /LotusNotes/UserChangeAccessData Edit Lotus Notes access data in File menu without accessing the Administration service group

Permission to edit From field /Mailing/EditFromField Permission to edit From field

Permission to edit Mail Servers... /Mailing/EditMailServers Permission to edit Mail Servers...

Global settings enabled: Units /GlobalOption/Units Global settings enabled: Units

Edit e-mail Templates /Mailing/EditMailTemplates Edit e-mail Templates

Master Data Management /MasterDataManagement/Edit Master Data Management

Standard Import Export /Loc/StandardImportExport Standard Import Export

Create Power System Data for all selected Feeder

/PowerSystemData/CreateOnAllSelectedFeeder

Create Power System Data for all selected Feeder

Edit Power System Data Value Types /PowerSystemData/EditValueTypes Edit Power System Data Value Types

View Power System Data Value Types /PowerSystemData/ViewValueTypes View Power System Data Value Types

General Reports are Visible /Reports/GeneralReports General Reports are Visible in the View menu

View reports if no visibility schema is defined

/Reports/View/if_No_Visibility_Defined If the user does not have any report assigned under object visibility she/he can see all non-personalized reports

Execution of FAQ-Tutorial enabled... /Tutorial/Execute Execution of FAQ-Tutorial enabled...

Table Definition /ValueTable/Edit Table Definition Management allowed

Edit Application Enumeration Enabled /System/ApplicationEnumeration/Edit Application enumeration items could be changed, added and deleted. The new item button is visible.

The application enumeration item's short name edit

/System/ApplicationEnumeration/EditShortName

The application enumeration item's short name could be edited by the user

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3 L is t o f ava i lab le f unc t ions 3 .4 P lan n ing

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3.2 Asset Management

Table 2: Available functions module group Asset Management

Function Name Short Name Description

TCC Save as Template Visible /Asset/Edit/TCC/SaveAsTemplateVisible

TCC Save as Template Visible

Discard Enabled /Discard/Edit Discard related operations/commands are enabled

Location change editing /LocChg/Edit Editing of location change

Malfunction editing /Malfunct/Edit Malfunction editing enabled

Repair data editing /Repair/Edit Edit repair data

Asset explorer service /ServiceEnabled/AssetMng/AssetExp Asset explorer service visible

Asset type explorer service /ServiceEnabled/AssetMng/AssTypeExp

Asset type explorer service

Discard service /ServiceEnabled/AssetMng/Discard Discard view service visible

Location list service /ServiceEnabled/AssetMng/LocationList

Location list service visible

Location change service /ServiceEnabled/AssetMng/LocChg Location change service visible

Malfunction service /ServiceEnabled/AssetMng/Malfunc Malfunction service visible

Repair service /ServiceEnabled/AssetMng/Repair Repair service visible

TCC Trip and Control Function Assignment Allowed

/TCC/Asset/Trip_and_Control_Functions/Assign

TCC Trip and Control Function assignment is allowed in asset level

TCC Template Edit /TCC/Temp/Edit TCC Template Edit

TCC Trip and Control Functions Template Edit

/TCC/Template/Trip_and_Control_Functions/Edit

TCC Trip and Control Functions Template Edit

Trip Control Circuit Connection Template Definitio

/TCC/TemplateDefinition/Edit Trip Control Circuit Connection Template Definition

3.3 Maintenance Concept

Table 3: Available functions module group Maintenance Concept

Function Name Short Name Description

Commisioning editing /Commis/Edit Editing of commissioning templates

Maintenance definition editing /MntDef/Edit Editing of maintenance definitions

Commisioning definition service /ServiceEnabled/MntStratMng/ComDef Commisioning definition service

Maintenance definition service /ServiceEnabled/MntStratMng/MntDefMod

Maintenance Strategy Management Maintenance Definition Module

3.4 Planning

Table 4: Available functions module group Planning

Function Name Short Name Description

Plan editing /Plan/Edit Plan editing enabled

Plan schedule /Plan/Proc/Schedule Permission to schedule plan

Plan withdraw /Plan/Proc/Withdraw Permission to withdraw plan

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3 L is t o f ava i lab le f unc t io ns 3 .6 W ork Execu t ion

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Function Name Short Name Description

Planing service /ServiceEnabled/Plan/Planning Planning service visible

3.5 Work Ordering

Table 5: Available functions module group Work Ordering

Function Name Short Name Description

Enable Action Deatch in Work Order View

/Action/WorkOrderView/EnableDetach It enables detach of work order in action dialog activated from any work order view

Permission to change status dates /WorkOrder/ChangeStatusDates Permission to change status dates

Work order editing /WorkOrder/Edit Editing of working order

Mark Work Order as Changed /WorkOrder/MarkAsChanged Mark the selected work order as Changed in a way to update the LastUpdate time stamp to actual time and date and set the ChangedFlag

Work order cancel /WorkOrder/Proc/Cancel Permission to cancel work order

Work order confirm /WorkOrder/Proc/Confirm Permission to confirm work order

Execute Work Order /WorkOrder/Proc/Execute Permission to execute work order

Work order approval /WorkOrder/Proc/Open Permission to open work order

Work order schedule /WorkOrder/Proc/Schedule Permission to schedule work order

Work order stand by /WorkOrder/Proc/Standby Permission to standby work order

Work Order responsibility-No free text is allowed

/WorkOrder/Responsibility/NoFreeText No free text is allowed for work order responsibility field - only user or group selection

Work Order responsibility populated with exec.user

/WorkOrder/Responsibility/PopulateExecutedUser

The work order responsibility field if it is empty is populated with user's data in the moment when the user executes the work order

Station Inspection View /ServiceEnabled/OperWorkMng/StationInspection

The station inspection view service visible

Work Order service /ServiceEnabled/OperWorkMng/WOView

Work Order service visible (Operative Work Management)

Scheduling service /ServiceEnabled/Plan/Sched Scheduling service visible

3.6 Work Execution

Table 6: Available functions module group Work Execution

Function Name Short Name Description

Action adding /Action/Add Adding the action is possible.

Action check all tasks executed /Action/AskForExecution Action check all tasks executed

Action changing only - no delete and add

/Action/Change Changing the action is possible but no add and no delete operations are allowed

Action delete /Action/Delete Delete of the action is allowed

Action editing /Action/Edit Editing actions in action history

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Function Name Short Name Description

Action execute /Action/Proc/Execute Permission to execute action

Action open /Action/Proc/Open Permission to open action

Action reopen /Action/Proc/Reopen Permission to reopen action

Action Group editing /ActionGroup/Edit Editing of Action Groups

Changing date of executed Actions or Tasks

/ActionTask/ChangeDate Changing date of executed Actions or Tasks

Global file list management /GlobalFileList/Edit Editing of global file list enabled....

Add new notification /Notification/Add Additing new notification

Notification editing... /Notification/Edit Editing notification...

Permission to change Notification Create Date

/Notification/Edit/CreateDate Permission to change Notification Create Date

Global settings enabled: Elcon /GlobalOption/Elcon Global settings enabled: Elcon

Action Group View /ServiceEnabled/OperWorkMng/ActionGroupView

Action group service visible

Action View service /ServiceEnabled/OperWorkMng/ActionListView

Action View service visible (Maintenance Execution)

Asset service /ServiceEnabled/OperWorkMng/AssView

Asset View service visible (Operative Work Management)

Location View /ServiceEnabled/OperWorkMng/LocView

Location View service enabled

Notification View /ServiceEnabled/OperWorkMng/NotificationView

Notification view service visible

Task list editing /Task/Edit Permission to edit task list

Task execute /Task/Proc/Execute Permissiion to execute task

Changing date of executed TCC Tests /Task/TCC/ChangeDate Changing date of executed TCC Tests

3.7 Maintenance Analysis

Table 7: Available functions module group Maintenance Analysis

Function Name Short Name Description

Adding improvements enabled... /Improvement/Add Adding improvements...

Editing improvements enabled... /Improvement/Edit Editing improvements...

Maintenance Evaluation service /ServiceEnabled/Maintenance/Evaluation

Maintenance Evaluation service enabled

Maintenance Improvements service /ServiceEnabled/Maintenance/Improvements

Maintenance Improvements service enabled

3.8 RELEX™

Table 8: Available functions module group RELEX™

Function Name Short Name Description

Set Active flag for Actual Settings /RELEX/ActualSetting/SetActive Set Active flag for Actual Settings

Verify Actual Settings /RELEX/ActualSetting/Verify Verify Actual Settings

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Function Name Short Name Description

Add/Edit Nominal Settings /RELEX/AddEditNominal Settings Permission to add and edit Nominal settings. This permission includes apply from nominal settings.

Add new setting and parameter set /RELEX/AddNewSetting Permission to add new setting record with parameter sets.

Aspen Import Export Context Menu Enabled

/RELEX/AspenImportExportEnabled Enabling context command on parameter set for Aspen Import and Export settings form/to Aspen software

Calculation of Primary/Secondary Values

/RELEX/CalcPrimSecValues Calculation of Primary/Secondary Values enabled in RELEX

Edit All Settings /RELEX/EditAllSettings Permission to edit all settings. This permission includes edit of base and variable settings

Edit Base Settings /RELEX/EditBaseSettings Permission to edit parameters with value origin base parameter

Edit Manual Entry Settings /RELEX/EditManualSettings Permission to edit parameter with value origin manual entry

Edit Variable Settings /RELEX/EditVariableSettings Permission to edit parameter with value origin setting sheet

Import Pattern /RELEX/ImportPattern Import Pattern

Relex Language Columns Control /RELEX/LanguageColumns Possibility to control column visibility in RELEX

Approve Nominal Setting /RELEX/NominalSettings/Approve Approve Nominal Setting

Protection Nominal Settings Page Visible

/RELEX/NominalSettings/PageVisible Nominal Settings Page visible for Protection Objects in Asset Management and RELEX

Select Nominal Settings /RELEX/NominalSettings/Select Select Nominal Settings

Power System Data Page Visible /RELEX/PowerSystemData/PageVisible

Power System Data page is visible for protection objects in asset dialog

Protection Art Page Visible /RELEX/ProtectionArt/PageVisible Protection Art page is visible for protection objects in asset dialog

Show/Hide rowguids in RELEX /RELEX/Rowguid Rowguid visibility in RELEX

Seal /RELEX/Seal Permission to seal

Protection Testing Operation /RELEX/Testing Protection Testing Execution and Manipulation

Location List Service - RELEX /ServiceEnabled/Modeling/LocationList Location List Service - RELEX visible

Protection Explorer service /ServiceEnabled/Modeling/ProtectionExplorer

Protection Explorer service visible

Protection Testing Service /ServiceEnabled/Modeling/ProtectionTesting

Protection testing service visible

Protection Type Library service /ServiceEnabled/Modeling/ProtectionTypeLibrary

Protection Type Library service visible

Protection Modeling service /ServiceEnabled/Modeling/RelayModeling

Protection modeling service visible

Test Template Management /ServiceEnabled/Modeling/TestTemplateManagement

Test template management service visible

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3 L is t o f ava i lab le f unc t ions 3 .10 IPS-SW M™

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3.9 IPS-PSM™

Table 9: Available functions module group IPS-PSM™

Function Name Short Name Description

Nominal Settings Page in PSM Relay Browser

/PSM/RelayBrowser/NominalSettingsPageVisible

Nominal Settings Page in PSM Relay Browser visible

Base Settings Management /ServiceEnabled/PSM/BaseSettingsManagement

Base Settings Management Service Visible

Setting Data Viewer /ServiceEnabled/PSM/DataViewer Setting Data Viewer Service visible

Device Configuration service /ServiceEnabled/PSM/DeviceConfiguration

Device Configuration service enabled

Grading Diagram Management /ServiceEnabled/PSM/GradingDiagramManagement

Grading Diagram Management Service visible

Inter Relay Parameter Viewer /ServiceEnabled/PSM/InterRelayParameterViewer

Inter Relay Parameter Viewer Service visible

Protection Functions Management /ServiceEnabled/PSM/ProtectionFunctionsManagement

Protection Functions Management Service visible

Relay Browser /ServiceEnabled/PSM/RelayBrowser Relay Browser Service Visible

3.10 IPS-SWM™

Table 10: Available functions module group IPS-SWM™

Function Name Short Name Description

Global settings enabled: SCN /GlobalOption/SCN Global settings enabled: SCN

Global settings enabled: Workflow Diagram

/GlobalOption/WfDiagram Global settings enabled: Workflow Diagram

Edit Project and Project Stage /ProjectMgr/Edit Edit Project and Project Stage

SCN Administrator /SCN/Admin SCN Administrator

CIR Permission to add /SCN/CIR/Add CIR Permission to add

CIR Permission to change /SCN/CIR/Change CIR Permission to change

CIR Permission to change by user /SCN/CIR/ChangeByUser CIR Permission to change by user

CIR Permission to delete /SCN/CIR/Delete CIR Permission to delete

CIR Permission to delete by user /SCN/CIR/DeleteByUser CIR Permission to delete by user

CIR Permission to reset /SCN/CIR/Reset CIR Permission to reset

CIR Permission to execute workflow /SCN/CIR/WfExecute CIR Permission to execute workflow

CIR Permission to reset workflow /SCN/CIR/WfReset CIR Permission to reset workflow

SCN rule definition enabled /SCN/Def/Edit Permission to define SCN rules

SCN Permission to delete all messages

/SCN/DeleteMessages SCN Permission to delete all messages

SCN Permission to delete unsent mails

/SCN/DeleteUnsentMails SCN Permission to delete unsent mails

SCN execution enabled /SCN/Execute Permission to execute SCN

GSR Permission to add /SCN/GSR/Add GSR Permission to add

GSR Permission to change /SCN/GSR/Change GSR Permission to change

GSR Permission to change by user /SCN/GSR/ChangeByUser GSR Permission to change by user

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Function Name Short Name Description

GSR Permission to delete /SCN/GSR/Delete GSR Permission to delete

GSR Permission to delete by user /SCN/GSR/DeleteByUser GSR Permission to delete by user

GSR Permission to execute workflow /SCN/GSR/WfExecute GSR Permission to execute workflow

GSR Permission to reset workflow /SCN/GSR/WfReset GSR Permission to reset workflow

SCN adding enabled /SCN/Notification/Add Permission to add SCN

System Change Notification change /SCN/Notification/Change System Change Notification change

System Change Notification change by user

/SCN/Notification/ChangeByUser System Change Notification change by user

System Change Notification delete /SCN/Notification/Delete System Change Notification delete

System Change Notification delete by user

/SCN/Notification/DeleteByUser System Change Notification delete by user

SCN editing enabled /SCN/Notification/Edit Permission to edit SCN

SCN Permission to execute workflow /SCN/Notification/WfExecute System Change Notification permission to execute workflow

System Change Notification permission to reset

/SCN/Notification/WfReset System Change Notification permission to reset

RSR Permission to add /SCN/RSR/Add RSR Permission to add

RSR Permission to change /SCN/RSR/Change RSR Permission to change

RSR Permission to change by user /SCN/RSR/ChangeByUser RSR Permission to change by user

RSR Permission to delete /SCN/RSR/Delete RSR Permission to delete

RSR Permission to delete by user /SCN/RSR/DeleteByUser RSR Permission to delete by user

RSR Permission to reset /SCN/RSR/Reset RSR Permission to reset

RSR Permission to execute workflow /SCN/RSR/WfExecute RSR Permission to execute workflow

RSR Permission to reset workflow /SCN/RSR/WfReset RSR Permission to reset workflow

Configuration Items Overview /SCN/SiteConfiguration/ConfigurationItemsOverview

Configuration Items Overview Page Visible

Site Configuration Requests Overview /SCN/SiteConfiguration/RequestsOverview

Site Configuration Requests Overview Page Visible

Relay Setting Request Site Implementation

/ServiceEnabled/Modeling/RSROverview

Relay Setting Request Site Implementation visible

Project Manager /ServiceEnabled/SCN/ProjectMgr Project Manager visible

Document Templ.Def. service /ServiceEnabled/SCN/SCNDocTemplDefView

SCN Document Template Definition service enabled

Notification List service /ServiceEnabled/SCN/SCNExecuteView

SCN Notification List service enabled

Relay Setting Request Overview /ServiceEnabled/SCN/SCNRSROverview

Relay Setting Request Overview

Workflow Definition service /ServiceEnabled/SCN/SCNWorkflowDefView

SCN Workflow Definiton service enabled

Workflow Overview service /ServiceEnabled/SCN/SCNWorkflowRun

SCN Workflow Overview service enabled

Site Configuration Service /ServiceEnabled/SCN/SiteConfiguration

Site Configuration Service Enabled

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3 L is t o f ava i lab le f unc t ions 3 .13 IPS-CAPE Br idg e™

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3.11 IPS-MRI™

Table 11: Available functions module group IPS-MRI™

Function Name Short Name Description

Permission to financial functions /Finance Permission to financial functions

MRI charge editing /MRI/Charge Permission to edit MRI charges

MRI Human Allocation /MRI/HumanAssign Human Allocation page enabled on work order and maintenance action

MRI resource editing /MRI/Resource Permission to edit MRI resources

MRI charge type Management /ServiceEnabled/MRI/MRIChargeTypeView

MRI charge type Management service visible

MRI resource type Management /ServiceEnabled/MRI/MRIResTypeLibView

MRI resource type Management service visible

3.12 IPS-PSFM™

Table 12: Available functions module group IPS-PSFM™

Function Name Short Name Description

Comtrade data editing /Comtrade/Edit Editing of comtrade data

Fault records editing /Fault/Edit Editing of fault records

Protection operation editing /ProtObj/Edit Editing of protection operation

Unassigned Comtrade Data service /ServiceEnabled/FauMng/Comtrade Unassigned Comtrade Data service visible

Fault service /ServiceEnabled/FauMng/FauView Fault View service visible

Protection service /ServiceEnabled/FauMng/ProtView Protection view service visible

3.13 IPS-CAPE Bridge™

Table 13: Available functions module group IPS-CAPE Bridge™

Function Name Short Name Description

CAPE Page in PSM Relay Browser /PSM/RelayBrowser/CapePageVisible CAPE Page in PSM Relay Browser visible

Protection CAPE Page /RELEX/CAPE/PageVisible CAPE Page visible for Protection Objects in Asset Management and RELEX

Edit CAPE Settings /RELEX/EditCAPESettings Permission to edit parameter with value origin CAPE

CAPE NI Data Exchange /ServiceEnabled/CAPE/DataExchange CAPE NI Data Exchange Service visible

CAPE Style Management /ServiceEnabled/CAPE/StyleManagement

CAPE Style Management Visible

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3.14 IPS-CBEX™

Table 14: Available functions module group IPS-CBEX™

Function Name Short Name Description

CBEX related functions /CBEX/Support CBEX related functions availability throughout the application

CB Explorer Service /ServiceEnabled/CBEX/CBExplorer CB Explorer service visible

CB Modelling Service /ServiceEnabled/CBEX/CBModelling CB Modelling service visible

CB Testing Management Service /ServiceEnabled/CBEX/CBTestingManagement

CB Testing Management service visible

CB Type Library Service /ServiceEnabled/CBEX/CBTypeLibrary CB Type Library service visible

3.15 IPS-Calculation Studio™

Table 15: Available functions module group IPS-Calculation Studio™

Function Name Short Name Description

Tools for fomula editing /FormulaDeveloper Tools for formula editing

Formula Evaluation /FormulaManager/FormulaEvaluation Formula evaluation is enabled in object context menu commands

Formula Usage in Object Level /FormulaManager/Usage Formula usage in object level is visible

Formula usage assignment /FormulaManager/UsageAssignment Formula usage assignment is available

Global settings enabled: formula /GlobalOption/Formula Global settings enabled: formula

Formula Definition Service /ServiceEnabled/FormulaManager/Define

Formula Definition Service Enabled

3.16 IPS-Safe Load Calculation™

Table 16: Available functions module group IPS-Safe Load Calculation™

Function Name Short Name Description

Global settings enabled: Safe Load /GlobalOption/SafeLoad Global settings enabled: Safe Load

Safe Load /ServiceEnabled/SafeLoad Safe Load visible

3.17 IPS-Load Shedding Manager™

Table 17: Available functions module group IPS-Load Shedding Manager™

Function Name Short Name Description

Load Shedding Service /ServiceEnabled/FrequencyLoadShedding

Frequency Load Shedding Service Visible

Lastabwurfkonfigurationservice /ServiceEnabled/LoadShadingConfiguration

Lastabwurfkonfigurationservice sichtbar

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3.18 IPS-Topology Manager™

Table 18: Available functions module group IPS-Topology Manager™

Function Name Short Name Description

Global settings enabled: Topology Manager

/GlobalOption/TopologyManager Global settings enabled: Topology Manger

Display Topology in Location Hierarchy

/LocHier/DisplayTopology Display Topology in Location Hierarchy

Network Topology Configuration /ServiceEnabled/TopologyManager/Config

Network Topology Configuration visible

Network Topology Graphical View /ServiceEnabled/TopologyManager/DrawView

Network Topology Graphical View visible

Network Topology Explorer /ServiceEnabled/TopologyManager/Explorer

Network Topology Explorer visible

Network Topology History /ServiceEnabled/TopologyManager/History

Network Topology History visible

Edit CIM /TopologyManager/EditCIM Edit CIM

Edit Graphics /TopologyManager/EditGraphics Ability to edit graphical drawings

Edit Primary Function /TopologyManager/EditPrimaryFunction

Ability to edit Primary Functions

Edit Primary Function Template /TopologyManager/EditPrimaryFunctionTemplate

Ability to edit Primary Function Templates

Import from CAPE /TopologyManager/ImportCAPE Import from CAPE (CIM XML and NI)

Import CIM /TopologyManager/ImportCIM Import CIM XML

Synchronize LZOP /TopologyManager/SynchronizeLZOP Synchronize LZOP between CIM and asset management model

3.19 IPS-Report Studio™

Table 19: Available functions module group IPS-Report Studio™

Function Name Short Name Description

Report Studio Help /Help/ReportStudio Report Studio help file actiavtion menu items are visible

Report Designer /ServiceEnabled/RM/ReportDesigner Report Designer Service Visible

3.20 Administration

Table 20: Available functions module group Administration

Function Name Short Name Description

Logo Management /Administration/LogoManagement Logo Management

Audit Trail Configuration /AuditTrail/Configuration Audit Trail Configuration

Editing of Quality assurance enabled /QA/Edit Editing of QA

QA execution enabled... /QA/Execute QA execution enabled...

QA service enabled... /ServiceEnabled/Admin/QA QA service enabled

QA overview service enabled /ServiceEnabled/Admin/QAActionsOverview

QA overview service enabled

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3 L is t o f ava i lab le f unc t ions 3 .22 No f unc t ion a t ta ched

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Function Name Short Name Description

FAQ-Tutorial service enabled... /ServiceEnabled/Admin/Tutorial FAQ-Tutorial service enabled

FAQ-Tutorial overview service enabled /ServiceEnabled/Admin/TutorialActionsOverview

FAQ-Tutorial overview service enabled

Report Management /ServiceEnabled/AdmMng/ReportManagement

Report management service visible

User management service /ServiceEnabled/AdmMng/UserMng User Management service visible

Audit Trail service /ServiceEnabled/AuditTrail Audit Trail service enabled

QA Definition /ServiceEnabled/MntStratMng/QADef QA Definition

FAQ-Tutorial Definition /ServiceEnabled/MntStratMng/TutorialDef

FAQ-Tutorial Definition

Editing of FAQ-Tutorial enabled /Tutorial/Edit Editing of FAQ-Tutorial

3.21 Customer Specific

Table 21: Available functions customer specific

Function Name Short Name Description

Import data to action group /ActionGroup/Import Import actions into action group

Show assets for NERC groups in asset management

/AssetGroup/NERC Show assets for NERC groups in asset management

Show asset for all groups in asset management

/AssetGroup/ShowAll Show assets in asset management for all asset groups

Asset Suite - Edit Routing List is visible /AssetSuite/Approval/EditRoutingList Asset Suite - Edit Routing List is visible

Complete or Cancel Asset Suite Work Order Enabled

/AssetSuiteWorkOrder/CompleteCancel

Complete or Cancel Asset Suite Work Order functionality is enabled.

Asset Suite Work Order Functionality /AssetSuiteWorkOrder/Support Asset Suite Work Order related functionality is enabled

Ergon Work Order Processing /Ergon/WorkOrder Ergon specific Work Order processing

Safety Test Support /SECUTEST/Support Support for safety test related operations

3.22 No function attached

Table 22: No function attached

Function Name Short Name Description

Schedule action response /ActResp/Proc/Schedule Permission to add action response to schedule

Custom Property Formula Evaluation /CustomProperty/FormulaEvaluation Custom property evaluation enabled in context menu commands

Generic Import Export /Loc/GenericImportExport Generic Import Export

Settings Management service enabled /ServiceEnabled/OperWorkMng/SettingsManView

Permission to open settings management

Action responses service /ServiceEnabled/Plan/ActResp Action responses service visible

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L is t o f f i gu res

© IPS-Intelligent Process Solutions GmbH 35/35 IPS-ENERGY_v1.92_Administration_ENU_1.0.docx

List of figures

Figure 1: Tab Users ........................................................................................................................................... 4 Figure 2: Create new user account ................................................................................................................... 5 Figure 3: Users Info tab General ....................................................................................................................... 6 Figure 4: Password Reset ................................................................................................................................. 7 Figure 5: Users Info tab Invisible objects .......................................................................................................... 8 Figure 6: Window User Competence ................................................................................................................ 9 Figure 7: Group tab Functions......................................................................................................................... 10 Figure 8: Functions List ................................................................................................................................... 11 Figure 9: Object Visibility Item ......................................................................................................................... 12 Figure 10: Select Location ............................................................................................................................... 13 Figure 11: Object Visibility Items ..................................................................................................................... 13 Figure 12: Object type – Asset Group ............................................................................................................. 14 Figure 13: Object type – Asset Attribute ......................................................................................................... 15 Figure 14: Object Visibility ............................................................................................................................... 15 Figure 15: Object read only ............................................................................................................................. 16 Figure 16: Window asset Attribute .................................................................................................................. 16 Figure 17: Select Asset Attribute tab MntAsset ............................................................................................... 17 Figure 18: Select Asset Attribute tab Standard Data ...................................................................................... 18 Figure 19: Object type Report Object .............................................................................................................. 19 Figure 20: License Activation tab Machine Activation ..................................................................................... 20 Figure 21: QA Actions Overview context menu .............................................................................................. 22

List of tables

Table 1: Available functions for all module groups.......................................................................................... 23 Table 2: Available functions module group Asset Management ..................................................................... 25 Table 3: Available functions module group Maintenance Concept ................................................................. 25 Table 4: Available functions module group Planning ...................................................................................... 25 Table 5: Available functions module group Work Ordering ............................................................................. 26 Table 6: Available functions module group Work Execution ........................................................................... 26 Table 7: Available functions module group Maintenance Analysis ................................................................. 27 Table 8: Available functions module group RELEX™ ..................................................................................... 27 Table 9: Available functions module group IPS-PSM™ .................................................................................. 29 Table 10: Available functions module group IPS-SWM™ ............................................................................... 29 Table 11: Available functions module group IPS-MRI™ ................................................................................. 31 Table 12: Available functions module group IPS-PSFM™ ............................................................................. 31 Table 13: Available functions module group IPS-CAPE Bridge™ .................................................................. 31 Table 14: Available functions module group IPS-CBEX™ .............................................................................. 32 Table 15: Available functions module group IPS-Calculation Studio™ .......................................................... 32 Table 16: Available functions module group IPS-Safe Load Calculation™ .................................................... 32 Table 17: Available functions module group IPS-Load Shedding Manager™ ................................................ 32 Table 18: Available functions module group IPS-Topology Manager™ ......................................................... 33 Table 19: Available functions module group IPS-Report Studio™ ................................................................. 33 Table 20: Available functions module group Administration ........................................................................... 33 Table 21: Available functions customer specific ............................................................................................. 34 Table 22: No function attached ....................................................................................................................... 34