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PulseSCADA/HMI
Event Manager
January 2013
Copyright
The information in this document is subject to change without prior notice and does not represent a commitment on the part of AFCON Software and Electronics Ltd.
No part of this document may be used or reproduced in any manner whatsoever without written permission from AFCON Software and Electronics Ltd.
The software described in this document is furnished under a license agreement or a non-disclosure agreement.
The software may be used or copied only in accordance with the terms of the agreement. It is against the law to copy this software on any other medium for any purpose other than the purchaser's personal use.
Copyright 2013 AFCON Software and Electronics Ltd.
All rights reserved.
Pulse logos are registered trademarks of AFCON Software and Electronics Ltd.
Windows is a registered trademark of Microsoft Corporation in the United States and other countries.
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Table of Contents
Copyright ............................................................................................ 2About Event Center ................................................................................5
Introduction ........................................................................................ 5Event Management Staff ....................................................................... 5
Using the Event Center Administration...................................................7Configuring Event Management..............................................................8
Overview ............................................................................................ 8Designing Event Management .............................................................. 10
Managed Event Triggering Conditions ............................................... 10More about User Events.................................................................. 11Personnel - Roles and Persons ......................................................... 11Personnel Shifts............................................................................. 12Event-handling Individual Tasks....................................................... 12Task Close Codes........................................................................... 13Event Classes Overview.................................................................. 13Event-handling Procedure Class Parameters ...................................... 14Event Close Codes ......................................................................... 15
Configuring Event Management - Overview............................................ 16Configuring Supporting Structures ................................................... 16Configuring the Event Management Structure .................................... 16Configuring the Event Management Details ....................................... 17
Configuring Workstations for Event Management .................................... 17Authorizing Runtime Event Management Users .................................. 17Workstation Design Options ............................................................ 17Configuring the Pulse Event Management Instrument ......................... 18
Configuring Event Management - Reference........................................... 19Configuring Database Block Alarm Event Management ........................ 19Configuring Personnel..................................................................... 19Configuring Shifts .......................................................................... 20Configuring Tasks .......................................................................... 23
Configuring Task Close Codes .............................................................. 23Configuring Event Close Codes ........................................................ 23Configuring Event Classes ............................................................... 24Configuring User Events ................................................................. 25Configuring DVR Settings................................................................ 26
Configuring a Pulse Event Management Instrument................................. 27General tab ....................................................................................... 27
Look and Feel tab .......................................................................... 29Colors tab..................................................................................... 31Fields tab ..................................................................................... 32Security tab .................................................................................. 34
Working with the Event Center.............................................................35Overview .......................................................................................... 35Operator View.................................................................................... 35
Customizing the Operator View........................................................ 36Initiating a User Event ........................................................................ 37
Handling an Event.......................................................................... 38Supervisor View ................................................................................. 41
Customizing the Supervisor View ..................................................... 41Using the Supervisor View .............................................................. 41
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Assigning an Event ........................................................................ 42Events Journal View............................................................................ 43
Customizing the Events Journal View................................................ 43Viewing Event Details ..................................................................... 44
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About Event Center
Introduction
The Event Center helps operators and supervisors in handling foreseen contingencies for which there organization has a Standard Operating Procedure (SOP) by guiding them through the various steps of such a procedure. It also helps the organization with the subsequent debriefing and analysis after the fact by recording the actual activities that took place and their respective timing.
The conditions that trigger an event may either be detected by the various devices with which the Dispatch Center communicates via the PULSE server(s) and workstation(s), or come to the operators' and supervisors' attention by other means.
The Event Center Administration is used to configure all the aspects related to the proper response to events, and to their logging for eventual debriefing and analysis after the fact.
Event Management Staff
This feature envisions five responsibility levels of the staff that handles events using PULSE Workstations.
Developer - develops the application, using the Pulse Developer Workstation
Operator - handles open events - responds to them by carrying the tasks associated with the respective class - using the Operator View mode of the Event Management instrument (configured in a display) or of the Event Management window - on the Monitor or Monitor and Control Workstation
Supervisor - supervises the Operator(s) - assigns, suspends, escalates, etc. open events - using the Supervisor View mode of the Event Management instrument (configured in a display) or of the Event Management window - on the Monitor or Monitor and Control Workstation
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Manager - manages all the above mentioned and oversees the handling of the events - in real time or after the fact - using the Events Journal mode of the Event Management instrument (configured in a display) or of the Event Management window - on the Monitor or Monitor and Control Workstation.
Administrator - keeps the Event Management configuration up to date from time to time. The administrator may use for this purpose either the Event Center Administration tool on the Pulse Development Workstation or its dialog boxes configured in the application as Workflow activities - running on a Monitor or Monitor and Control workstation.
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Using the Event Center Administration
Use Event Center Administration to configure the expected response to events. The configuration comprises the following features:
Personnel - use to configure various roles that Event Center operators and supervisors need to dispatch, advise or otherwise interface with when handling events, and the details of the actual persons that fulfill those roles (if known in advance).
Shifts - use to configure the weekly shift schedule of the organization, and the actual persons that are assigned to each shift and role in the foreseeable future (one week ahead or more).
Tasks - use to configure all the kinds of individual tasks that may need to be carried out in terms of description and time allocated. You will then configure event classes by listing all the single tasks required to handle a particular class (kind) of event.
Task Close Codes - use to define all the possible ways in which a task (any) may end (close). The Event Center operator will report at runtime how it did end by choosing from a list - and the handling of the event may branch out to a particular course of action associated with how the task in question ended.
Event Close Codes - use to define all the possible ways in which an event (of any kind) may terminate (close) - so that the Event Center operator may report at run-time how it did close by choosing instead of typing.
Event Classes - use to define the various classes of events and their handling tasks.
Properties - use to configure the interface with the NICE Digital Video Recorder (DVR).
To access one of the Event Center Administration option, click the Tool ribbon, click Event Center Administration and select an option from the drop-down menu.
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Configuring Event Management
Overview
Event management is configured in the following places in PULSE Developer Workstation:
Database Editor - use to configure database blocks whose alarms trigger managed events. Block types supported are: AV, DV, CL, BL and Alarm Bit.
Event Center Administration - use to configure how events are to be handled
Graphics - use to insert Pulse Event Management instruments in displays - to be eventually used by the Event Management staff.
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User Manager - use to allow/deny users the privilege to manage events at run-time
Workflows - use to configure Event Management-related activities in Workflows - to be eventually used by the Event Management staff - see more in the respective section
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Designing Event Management
This section lists all the information you need to collect and assemble in order to configure event management.
Managed Event Triggering Conditions
Collect all the possible conditions that may trigger a managed event - they can be data acquired or processed by PULSE in the Database or a piece of information that came to the attention of the Event Center operator or supervisor. A trigger may be one of the following:
A PULSE alarm - an alarm of a database block (type Analog Value, Digital Value, Calculation, Boolean or Bit of an Alarm block) is used as trigger. The Event Management tab of the right-hand pane of the Alarms dialog box of the clock configuration dialog box is used to associate an alarm with an event class.
An external situation - a piece of information that came to the attention of the operator or supervisors from elsewhere (e.g., over the telephone). Special database blocks are created to handle managed event triggering conditions that are not acquired or processed within PULSE. Use the User Events tool of Event Center Administration to configure such situations.
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More about User Events
For events that are not triggered by PULSE data acquisition or processing, but rather by information that reaches the Event Center operator or supervisor by other channels, you may configure as many event classes as needed, such as those related to health and to public order, and for each such class, as many particular kinds of as needed, to handle various situations and conditions within the same class.
Personnel - Roles and Persons
Collect all the possible roles that the Event Management staff may need to interface with (dispatch, advise, or otherwise involve in handling managed events).
After that, collect the names and other details of the actual persons that fill those roles, namely: name, role, ID, phone number (2 different supported), e-mail address, license and expiration, 2 free data fields and a photo.
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Personnel Shifts
Obtain the shift time table of the organization in question regarding the personnel with which the Event Center operator and supervisor interface - e.g., three 8-hour shifts a day, first shift starting at 08:00 and the roles that populate each shift.
TIP: If a certain role is not manned during a certain shift - e.g., the Night Guard during the day - configure a “none” or “nobody” person for that role and assign it to the shifts that the role is not manned.
Event-handling Individual Tasks
Collect all the individual kinds of tasks that the operator or supervisor may need to carry out according to the Standard Operating Procedures of the organization in question. Such a single task is characterized by the following properties:
Description - what is the operator expected to do
Timeout - optional - how much time (maximum) is allocated to the operator to complete it in general
Role - optional - whom in terms of role should the operator communicate with (dispatch, advise, consult, ask for details, etc.) from the organization personnel
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TIP: Event Center configuration supports the communication of the operator with one role for each task - if the operator needs to communicate with more than one, define a separate task for each such communication duty.
Task Close Codes
Collect all the different ways in which any individual task may terminate (close) - such as completed, aborted, escalated, etc.
The task close code feature may also be used to steer the handling of an event into different directions - it is advised that at this point you collect all the turns that a task may take and record them as different task close codes.
Event Classes Overview
Collect all the different types of managed events in terms of the different procedures (sequence of tasks) that need to be carried out by the operator in order to take care of them and the additional parameters.
PULSE Event Center supports branching of the event handling procedure - handling differently each of the various directions in which an event may evolve - so you may want to collect the evolution decision points and the respectively different sequences needed to handle each such direction.
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TIP: Break down the handling procedure of each event type into a main sequence and, if applicable, into branches that the handling of an event might need to follow depending on the result (close code) of each task in the main sequence. Identify each such branch as an Event Class of its own and configure it separately.
Event-handling Procedure Class Parameters
For an Event Class as a whole you can configure:
Class Name - the unique name of this event class - event handling sequence of tasks
All Tasks must be closed - whether the operator must close all the tasks configured for handling this event class in order to close the event as a whole
Auto Close Event - whether the event is closed automatically (the operator is just prompted to OK) after all the tasks configured were closed
Send Report to - to which role(s) in the organization to send a PDF file summarizing how the particular event was handled
Maximum Suspension Time - how long (maximum) the handling of this event class may be in suspended state (done by the operator); after the maximum time is exceeded, the particular event becomes open again
You can configure as many tasks as needed for each Event Class. Each such task is one of the tasks types previously configured as such, and is integrated within the Event Class sequence of tasks with the following parameters:
Order - its order in the sequence - used to reference it by another task that is dependent upon this one
Task - its previously configured Description
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Timeout - how much time is allocated to the operator to carry out this task: None (no time limit), the default figure previously configure for this task type, or a different figure to be used for this particular instance
Depends upon Task(s) - whether this task may not be closed until one or more preceding tasks were first done and closed by the operator
Close Code Action - optional for each task Close Code - the name of another Event Class to branch to in case the result of this task matched the respective code.
Event Close Codes
Collect all the different ways in which any individual event may terminate (close) - such as completed, aborted, etc. They are used to give the operator a fixed list of choices for this purpose, so that events can be sorted and analyzed properly.
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Configuring Event Management - Overview
This section outlines the order in which you should configure all the event management parameters.
After you collected all the pertinent information associated with event management Standard Operating Procedures of the organization in question, you should configure them using Event Center Administration in this order.
Configuring Supporting Structures
Configure supporting structure items that you may need to reference in the event management configuration:
Location Tree branches - configure branches associated with event management
Functional Tree branches - configure branches associated with event management
Categories - configure categories associated with event management
Configuring the Event Management Structure
Configure the event management structure, namely the following items:
Roles - Select Personnel from the Event Center Administration menu and configure all the Roles in the organization using the ellipsis […] drop down list in the Roles column
Shifts - Select Shifts from the Event Center Administration menu, then Settings - to open the Shits Setting dialog box - and configure the shifts daily time schedule used by the organization and the roles manned in any shift
Tasks - Select Tasks from the Event Center Administration menu and enter all the details of all the various tasks to be done by Event Center Operators during the handling of the various event handling procedures (Event Classes)
Task Close Codes - Select Task Close Codes from the Event Center Administration menu and enter all the possible task Close Codes
Event Close Codes - Select Event Close Codes from the Event Center Administration menu and enter all the possible event Close Codes
Event Classes - Select Event Classes from the Event Center Administration menu and enter all the names of the various classes in the Class Name column
User Events - Select User Events from the Event Center Administration menu and enter all the user event Families
DVR Settings - Select DVR Setting from the Event Center Administration menu and enter the DVR configuration details
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Configuring the Event Management Details
Complete the Event Management details within the structure configured earlier.
Personnel details - Select Personnel from the Event Center Administration menu and enter the details of all the actual persons that fill the various roles - configured earlier
Shift staffing - Select Shifts from the Event Center Administration menu and enter the actual person that are assigned to man each role in each shift - for as many weeks ahead as is already known. The Event Center Administrator will keep this information updated as time passes by
Event Class details - Select Event Classes from the Event Center Administration menu and enter - for each event class configured earlier - the sequence of tasks to be carried by the operator in order to handle such an event and the associated parameters
Database Block alarms - Navigate to the Database, open each database block whose alarm(s) trigger events to be handled by Event Center operators, switch to the Alarm tab and to the Event Management tab in the right-hand pane, and configure the Event Management parameters
User events - Select User Events from the Event Center Administration menu and enter for each Family the various events and their properties
Configuring Workstations for Event Management
You may configure separate workstations for several operators, supervisors, managers and administrators.
Authorizing Runtime Event Management Users
In order handle events in any role, a PULSE run time user has to be authorized using the Users Manager (Tools, Management), column Event management Enabled.
Use the general PULSE security features to configure the various authorization levels of the actual persons involved with Event Management at run time - according to the roles assigned to them.
Workstation Design Options
You may employ several PULSE features to create the run time environment for the various users. Each such option is presented in a respective section below.
Instrument in Display - insert a Pulse Event Management instrument in a graphics display and configure its settings.
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Activity in Workflow - insert an EMCenter activity in a workflow and configure its properties. When activated at run time, it will present the Event Management Center window.
In addition, you may make all the Event Management Administration features (dialog boxes) available at run time as respective workflow activities - so that the administrator may update the Event Management configuration without needing to use development environment.
Menu Tool - authorize the operator to use the Event Management Center tool from the Operator Workstation ribbon.
Configuring the Pulse Event Management Instrument
You may insert a Pulse Event Management instrument in a display, together with other control and indicators, to create an operations environment for the PULSE user. A Pulse Event Management instrument has the following design options, in addition to its size and location in the display.
Intended user & Layout
You may choose the view for the respective intended user: Operator View, Supervisor View or Events Journal View.
The default layout is a rectangle with a toolbar at the top and two panes below it - the left hand pane for a tree (Location or Functional) and the right hand pane for the events list.
You may change the location of the toolbar - to any edge of the rectangle - and its button complement and look and feel.
You may change the relative width of each pane or remove one of the two altogether.
NOTE The Operator View and the Supervisor View split at run time the bottom of the instrument to display there a pane for Suspended Events pane. Adjust the overall height of the instrument to accommodate that pane too.
Presentation details
You may adjust the fonts and colors used for various text items (mainly event messages). You may decide which columns are displayed in the event list pane, and associated features (filtering, sorting, date and time format, etc.).
Authorization details
As with any other instrument, you may decide the authorization levels needed to view and use this instrument.
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Configuring Event Management - Reference
This section documents all the Event Center Administration features.
Configuring Database Block Alarm Event Management
Event Management associated with and alarm of a database block is configured in the Event Management tab under the Alarms tab of the block.
The Event Management attributes and properties are:
Enabled - check to enable this alarm to trigger a managed event.
Class - select the Event Class - from those already configured in Event Center Administration (Event Classes) that is triggered by this alarm, i.e., the event management procedure to be carried out by the Event Center operator,
On Start - Show Videocheck to have the video from the camera associated with this event shown on the workstation when this alarm occurs,
On Close Actions / Workflows - configure the actions or workflow to be carried out when this event is closed,
Assign Cameras - select the camera(s) associated with this event and the associated features.
Configuring Personnel
This option is used to identify the personnel that is dispatched or otherwise contacted by the operator. This is done in two aspects: roles and actual persons (if known) assigned to the respective role. The dialog box opens in the personnel mode - to add a role click the ellipsis button in the right hand end Role box.
Personnel Properties and Attributes
Full Name - the name of the person
Role - populate the Roles list - or select from it after it was populated
ID Number - the ID number of the person
Phone 1 - self explanatory
Phone 2 - self explanatory
eMail - self explanatory
License - number of special license (e.g., to carry a fire arm)
Expiration - when the license expires
Extra 1 - as needed
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Extra 2 - as needed
Image - photo
Configuring Shifts
This option is used to configure the shift scheme of the organization and the roles that are active during each shift in conjunction with Event Management.
The configuration has two parts - the shift time schedule of the organization and the assignment of actual persons to shifts over time.
Configuring Shift Settings
Use this dialog box to configure the shift time schedule of the organization. Choose Shifts from the Event Center Administration tool, and then click Settings.
Enable Shifts - check if the organization operates in shifts (if not XXX)
First day of Week - choose the first day of the week
Name - enter the name of the shift (e.g., Morning, Evening, Night)
Shift Begins at - enter the time of day at which the shift begins
Color - choose/specify the color of the shift
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Configuring Shift Staffing
Use this dialog box to assign actual personnel to the roles and the shifts. Choose Shifts from the Event Center Administration tool.
Calendar section
Use this section to select the day that you are configuring.
Filter section
Use this section to select which roles and persons you want to be visible.
Copy Shift assignments section
Use this section to copy the assignment of a particular week to one or more weeks in the future
From week beginning on - select the source week from which to copy the assignments
To week beginning on - select the source week from which to copy the assignments
Copy to following weeks - enter the number of weeks to copy to
Copy - click to copy
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Personnel List section
This section displays the personnel available to be assigned.
To assign a persone to a shift, drag it to the respective location in teh Schedule section.
Schedule section
This section displays the time schedule in a linear fashion. Use it to edit the assignment of personnel to roles over time.
Right-click options:
Go to Today - shows the today's schedule
Go to Date - pops up the Go to Date dialog box from which you can select the date and the display format Day Calendar, Work Week Calendar or Timeline Calendar
Time Scales - choose the scale to be shown: Year, Quarter, Month, Week, Day, Hour, 15 minutes
Change View To - choose the view: Day View, Work Week View, Timeline View
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Configuring Tasks
This option is used to configure the details of an individual task.
Description - enter the instruction to the operators - what is the operator expected to do
Default Timeout - enter default time allocated to carry out this task (can be overridden when this task is configured in a particular Event Class)
Role - enter the role with which the operator has to interface in order to carry out this task. You may also use the […] button to edit the Roles list
Configuring Task Close Codes
This option is used to configure all the ways in which a task may be closed by the operator. The list of Task Close Codes has two purposes:
Provide a list of predefined options from which the operator can choose at run-time
Configure how the event handling proceeds (normally, escalation, etc.) for a task in a particular Event Class
Task Close Code - enter the name of the close code
Configuring Event Close Codes
This option is used to configure all the ways in which an event may be closed by the operator. It is a list of predefined options from which the operator can choose at run-time
Event Close Code - enter the name of the close code
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Configuring Event Classes
This option is used to configure:
All the various event handling procedures (classes) and their global parameters
For each one, the list of tasks to be carried out.
Each event class is defined by:
Class Name - enter a unique name for this class
All Tasks must be closed - choose if all the tasks of this class must be closed in order to close the event as a whole, i.e., the operator may not skip one or more tasks
Auto Close Event - choose if the operator should be prompted automatically by the system to close this event after all the tasks were closed
Send Report to - click to choose from the Roles list to which of them should a PDF format report summarizing the event be sent in an e-mail message after the event was closed
Max Suspension Time - enter the amount of time that the handling of such an event may be suspended - it will return to the open events list after that time expired. None or zero stand for no limit.
Tasks - enter as many tasks as required - please see below the details for each such task.
Each task in an event class is defined by:
Order - filled in automatically - you may change it to move a particular task up or down in the list.
Task - select from the drop down list of tasks already defined earlier. You may also use the […] button to edit the Tasks list.
Timeout - filled in automatically - the default time out defined earlier. You may override this setting. None or zero stand for no limit
Depends upon Tasks(s) - choose from the drop down list that lists all the tasks that precede this one in the Event Class those tasks that need to be closed before this one is closed - by the operator.
Close Code Action - click to display all the task close codes defined earlier and configure - as applicable to this task in this event class - to which other event class should the handling of this event proceed (in order to escalate this event for example) in case the particular task close code is reported by the operator at run-time.
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Configuring User Events
This option is used to configure:
All the various event families that may be encountered at run time and which are not triggered within the PULSE database - but rather come to the attention of the Event Center operator by other means (a phone call for example).
For each such family, the various particular events that may be encountered.
Each User Event Family is defined as a special data base block that is available only for Event Management. The block in turn can have as many as required individual events.
An event family is defined by the following properties:
Event Family name - a unique name according to Block Name Rules
Description - free text description of this family
A particular event is defined by the following properties:
Event Name - a free text name
Event Description - a free text description
Priority - between 0 and 99 (0 is the topmost priority)
Class - the event class (name of handling procedure) of this event
Tree Settings - association with the PULSE trees:
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Functional - associate with a branch of the Functional tree (or the trunk itself)
Location - associate with a branch of the Location tree (or the trunk itself)
Category - associate with a Category
Assign Cameras - assign one or more cameras to this event:
Description - the description of the particular camera
Playback - XXX
Live - XXX
Preset - XXX
Configuring DVR Settings
This option is used to configure the interface with a Digital Video Recorder (DVR). Only a DVR manufactured by the Nice corporation is supported in this revision.
NICE AMS IP - enter the IP address of the Nice AMP XXX
NICE Driver Port - enter the port of the Nice driver XXX
Pre Event Playback - enter the amount of time (seconds) that preceded the event - to be played to the operator
Post Event Playback - enter the amount of time (seconds) that followed the event - to be played to the operator
On Managed Event show video on Station ID(s) - enter the ID numbers of the PULSE stations on which video is played in conjunction with a managed event - separated by a comma
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Manage video using the following control - enter the name of the display and of the control (instrument) that is used by the station operator to control live and playback video display (names separated by a dot).
Configuring a Pulse Event Management Instrument
Create a display; insert a Pulse Event Management instrument. Define its size and position in the display and then configure it - right click, select Settings - the Pulse Event Management Settings dialog box is displayed.
General tab
General section
Active View - select the intended view - Operator View, Supervisor View, Events Journal View
Tree type - select which tree is displayed in the left-hand pane (when this pane is available) - Location or Functional. This tree is used by rune time to filter events.
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Selected Branch - select which branch (of the tree selected above) is shown,
Select Branch Expand Depth - enter how many levels below the selected branch are shown expanded-or-
Show Only Selected Branch - as the name implies
View Style - select which pane(s) are shown: Zone only, Zones and Events or Events only
Default Filter - applies only to Active View - Events Journal View
select if there should be a default filter and which one
Tree Appearance section
Font - select the font to be used for the tree text labels
Text Color - select the color to be used for the tree text labels
Background Color - select the color to be used for the tree background
Events Appearance section
Font - select the font to be used for events text labels
Background Color - select the color to be used for events text background
Pane Appearance section
Tree Pane Width - enter the percentage of the instrument width occupied by the tree pane (effective if the Tree Pane is displayed)
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Look and Feel tab
Use the Look and Feel tab to configure the toolbar features of the PULSE Event Management instrument. You can define these features separately for each of the three modes: Operator View, Supervisor View and Events Journal View by using the respective tab under the Toolbar Properties section.
Toolbar Properties section
Show Toolbar - check or clear to respectively have the toolbar shown or not
Toolbar Position - select the position of the toolbar - Top, Bottom, Left, Right
Tool Caption Alignment - select the alignment of the tool caption - Top, Bottom, Left, Right
Icon Size - select the size of the tool icon - Large or Small
Tool Paint Style - select the tool presentation format style
Standard - icons only
Caption - text caption only
CaptionInMenu - icon only
CaptionInGlyph - icon and caption text
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Tool selection list
This part presents three tabs for the respective view modes of the instrument. For each view you can select which tool are presented in the instrument toolbar.
Each tool you can select whether it is visible (available) and which authorization level is need to use it.
Visible - check or clear to respectively have the respective tool shown or not
Picture - the picture used for the icon of the tool - for information only
Caption - the text of the caption used for the tool - - for information only
Security Level - enter the lowest security level required to use the tool
The tools are:
Operator View - presents the Operator View of the instrument
Supervisor View - presents the Supervisor View of the instrument
Events Journal View - presents the Events Journal View of the instrument
Toggle Tree - toggle between Location and Functional tree presentation in the Tree pane
Tree Only - displays only the Tree in the instrument window
Tree And Events - displays the Tree and the Events panes in the instrument window
Events Only - displays only the Events list in the instrument window
New Event - pops up the New User Event dialog box so that the operator can report it and handle it.
Close Event - closes the event
Close Events in Zone - closes the events in the selected Zone XXX
Suspend Event - suspends the handling of the event
Show/Hide Suspended - shows or hides a horizontal pane with suspended events at the bottom of the instrument
Refresh - refreshes the display in the instrument
Print - prints a report
Options - opens the settings dialog box
Save - saves the settings
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Status bar section
Show Status Bar - check or clear to respectively have the status bar shown or not
Colors tab
This tab is used to define the various colors of event lines in the events pane.
Event State Colors section
This section is used to define the colors in the Events Journal View for the background and for the text of event messages according to its respective state: Started, Assigned, Suspended, Closed.
You can choose from three color sets:
Custom - a set of 48 colors that you can customize
Web - a predefined set of colors
System - the Windows user interface (display) set of colors
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Priority Colors section
This section is used to define the colors in the Operator and Supervisor View modes View for the background and for the text of event messages according to their respective priority.
You can divide the priority scale of 0 to 99 into as many non-overlapping bands as you need and assign to each such band different background and text color pairs.
You can choose from three color sets:
Custom - a set of 48 colors that you can customize
Web - a predefined set of colors
System - the Windows user interface (display) set of colors
Fields tab
This tab is used to define which event-related fields are displayed in an event message columns and how. You can configure this separately for the Operator View, the Supervisor View and the Events Journal view modes.
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General section
This section defines the date and time formats and general presentation options.
Time format - use to define how the time and date are displayed
Show Group Panel - check to display a panel above the events listing - used at run time to group events using one of columns as criterion
Show Filter Row - check to display a row above the event listing - used at run time to type a filtering expression above a column
Show Headers - check to display column headers (titles)
Best Fit - check to automatically adjust at run time column widths for best fit.
Appearance section
This section has three sub-tabs named Operator View, Supervisor View and Events Journal View. They define the columns - i.e., event message fields - that are shown in the Event pane of the Pulse Event Management instrument for each respective view.
For the first two views, you can have different columns shown for Events (non-suspended) proper, their respective Tasks, and for Suspended events.
For each combination of the above you can define one or two Sort keys and their respective sort order.
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Security tab
This tab is used to define the operator authorization level required to respectively view the instrument and to operate it.
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Working with the Event Center
This section describes how to use the Event Center features at runtime.
Overview
Three groups of features are available at run time in the Operator Workstation:
PULSE Event Management Instrument - embedded within a display
Event Management Center - invoked from the Tools menu
Event Management activities - invoked from a workflow
The first two operate essentially in the same way and are described below for their respective three views.
Event Management activities operate in the same way as the respective dialog boxes of the Event Center Administration tool.
Operator View
The Operator View is intended for handling the events as they arise - each according to its pre-programmed class and respective tasks and other configuration parameters.
Only live events are shown - those already closed are removed from this view.
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Customizing the Operator View
The Operator View can be customized at run time in several ways.
Settings
If the Options and Save tools are enabled - the settings can be customized and respectively saved by the operator.
Presentation criteria
Events are listed in the Events pane according to the following criteria:
Filtered according to the branch selected in the tree pane
Grouped - if Grouping is applied - according to the respective values in the column selected for grouping
Filtered - if Filtering is applied - according to the filter criteria entered in the cells of the Filter row
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Initiating a User Event
The operator or the supervisor is expected to initiate a user event once they are advised (over the phone for example) that it occurred. The procedure is listed below.
1 Click the New Event icon in the tool bar. The New User Event dialog box opens.
2 To narrow down the search for the family to which the event belongs and the event itself, check those that are applicable (Location, Functional, Category) in the Branches Filter section and choose the respective branch from each checked list.
3 Choose the event family from the Event Family list.
4 Choose the event from the Event list.
5 Enter any additional information you may have in the Details box.
6 Click OK.
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Handling an Event
The events assigned to a particular operator are listed in the Events pane according to the current selection, sorting and grouping criteria.
The operator is expected to handle the events one by one in a top-down order. Handling an an event encompasses the handling and closing of all its tasks and closing the event itself. The procedures are listed below.
Starting the handling of an event
In the open events pane, click the Expand [+] button in the Event Index column of the row of the event in question. The list with the Tasks of this event is expanded below the row of the event.
Handling a Task
1 Unless there is a reason to do it in a different order, double click (or right click) the next-in-order task according to its number in the Task Index column. The Close Task dialog box opens.
2 Carry out the instruction of this task - that displayed at the top of the dialog box.
3 If there is a person assigned to the task - as indicated under Personnel Assigned to Task, contact them according to the instruction of this task.
4 If the person contacted provided you information, enter it in the Comment box.
5 If it took some time to reach that person, correct the time stamp in the Sent At box.
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6 Enter any additional information that you want to report in the Description box.
7 If you want to close the dialog box before you finished the handling of this task click the OK button. You may re-open it at any time later as indicated above.
8 If you finished the handling of this task, select the applicable task close code from the Type list, add/correct any additional information you may want to report and click the Close Task button.
9 Once a task was closed, its row is removed from the list of tasks of the event in question.
Suspending an open event
The operator may suspend an open event at any point in time.
To suspend an open event:
1 Click the row of the event you want to suspend in the open events pane list. The row is highlighted.
2 Click the Suspend Event tool or right-click on the event row and choose Suspend Event. The Suspend Event dialog box is displayed.
3 Enter the amount of time (seconds) in the Suspend Timeout box - or check the Unlimited check box.
4 Click OK. The Suspend Event dialog box is closed.
The event row is removed from the events pane list.
The suspended events pane is created (if there were no suspended events before that) at the bottom of the window and this event is listed there.
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Resuming a suspended event
The operator may resume a suspended event at any point in time.
To resume a suspended event:
1 Click the row of the event you want to resume in the suspended events pane list. The row is highlighted.
2 Right-click on the event row and choose Resume Event.
The event row is removed from the suspended events pane list and added to the open events pane list.
The suspended events pane at the bottom of the window is closed if there are no other suspended events.
Closing an event
The operator may close an event at any point in time.
To close an event:
1 Click the row of the event you want to close in the Events pane list. The row is highlighted.
2 Click the Close Event tool or right click on the event row and choose Close Event. The Close Event dialog box is displayed.
3 Chose the applicable Event Close Code in the Type list, if any.
4 Enter any additional information that you may want to report in the Description box.
5 Click the Close Event button.
The event row is removed from the open events pane list.
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Supervisor View
The Supervisor View is primarily intended for assigning events as they occur to operators and to overview their handling in real time. Only "live" events are shown - those already closed are removed from this view.
Customizing the Supervisor View
The Supervisor View provides the same customization features as those of the Operator View, as documented in the respective section.
Using the Supervisor View
The Supervisor View provides the same event handling features as the Operator View, so a supervisor can handle events as if it were an operator. The respective procedures are identical - as documented in the respective section.
The major differences between the Supervisor View and Operator View are:
The status bar at the bottom of the window presents the current count of open, assigned, unassigned and suspended events.
The supervisor can assign the handling to a suspended event to an operator.
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Assigning an Event
In order to assign an event, the supervisor has to suspend it first. To assign an event - after it was suspended (and is listed in the suspended events pane list):
1 Click the row of the event you want to assign in the suspended events pane list. The row is highlighted.
2 Right-click on the event row and choose Resume Event. The Assign Event dialog box is displayed.
3 Choose the name of the operator to which you want to assign the handling of this event from the Assign To list and Click OK. The Assign Event dialog box is closed.
The event row is removed from the suspended events pane list and added to the open events pane list.
The suspended events pane at the bottom of the window is closed if there are no other suspended events.
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Events Journal View
The Events Journal View is intended for reviewing all the events - current (open or suspended) and from the past (closed).
Customizing the Events Journal View
The Supervisor View provides the same customization features as those of the Operator View, as documented in the respective section.
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Viewing Event Details
Use this procedure to review all the steps that were carried out so far in the handling of an event.
1 To review all the event details, right click on the row of the event in the Events Journal pane and choose Event Details. The Event Details dialog box is opened.
2 Customize the listing of the event as needed:
To sort by a column, click that column heading until the desired sort direction is shown by the arrow - up or down for resp. ascending or descending.
To filter by the values of a column, highlight the column header, click the filter icon and select the filter criterion from the drop down list. You may use the Custom option to create an elaborate filter.
Once a filter was applied, the filter row is shown at the bottom of the main pane, from which you may further refine the filtering criteria by clicking the Edit Filter hot spot that pops up the Filter Builder dialog box.
To change the order of columns, drag the column header in question to the desired horizontal position,
To remove columns or restore removed columns, right click in the column headers area and choose Column Chooser. The Customization pop up window is displayed - drag column headings to it, or from it back to the list.
