Shiftbook and CMMS Interface User Manual

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    Symphony Plus

    S+ Operations 2.0Shiftbook and CMMS Interface User Guide

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    Symphony Plus

    S+ Operations 2.0Shiftbook and CMMS Interface User Guide

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    NOTICE

    This document contains information about one or more ABB products and may include a description of or areference to one or more standards that may be generally relevant to the ABB products. The presence ofany such description of a standard or reference to a standard is not a representation that all of the ABBproducts referenced in this document support all of the features of the described or referenced standard. In

    order to determine the specific features supported by a particular ABB product, the reader should consult theproduct specifications for the particular ABB product.

    ABB may have one or more patents or pending patent applications protecting the intellectual property in theABB products described in this document.

    The information in this document is subject to change without notice and should not be construed as acommitment by ABB. ABB assumes no responsibility for any errors that may appear in this document.

    In no event shall ABB be liable for direct, indirect, special, incidental or consequential damages of any natureor kind arising from the use of this document, nor shall ABB be liable for incidental or consequentialdamages arising from use of any software or hardware described in this document.

    This document and parts thereof must not be reproduced or copied without written permission from ABB,and the contents thereof must not be imparted to a third party nor used for any unauthorized purpose.

    The software or hardware described in this document is furnished under a license and may be used, copied,or disclosed only in accordance with the terms of such license. This product meets the requirementsspecified in EMC Directive 2004/108/EC and in Low Voltage Directive 2006/95/EC.

    SAFE FME DESKTOP PROFESSIONAL tool information presented is proprietory information of SAFE FME,ABB presents only customized workflows of using SAFE FME Desktop Professional.

    TRADEMARKS

    Symphony is a registered or pending trademark of ABB S.p.A.

    All rights to copyrights, registered trademarks, and trademarks reside with their respective owners.

    Copyright 2013ABB.

    All rights reserved.

    Release: July 2013

    Document number: 2VAA003016A

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    TABLE OF CONTENTS

    1 INTRODUCTION ........................................................................................... 7

    1.1 Overview .......................................................................................................... 7

    1.2 Purpose of S+ Operations ShiftBook ........................................................... 7

    2 SETUP ........................................................................................................... 8

    2.1 Configuration................................................................................................... 8

    2.1.1 Configuring the Database ............................................................................ 8

    2.1.2 Create a new ShiftBook database ............................................................... 9

    2.1.3 Database list .............................................................................................. 10

    2.1.4

    Creating Shiftbook users and groups ......................................................... 11

    2.1.5 Login .......................................................................................................... 11

    2.1.6 Groups ....................................................................................................... 12

    2.1.7 Users ......................................................................................................... 12

    3 OPERATION ............................................................................................... 13

    3.1 Login .............................................................................................................. 13

    3.2

    User Access Rights ...................................................................................... 13

    3.3 First Steps in the ShiftBook ......................................................................... 13

    3.4 User Interface and Menu Structure .............................................................. 14

    3.4.1 Start Page .................................................................................................. 14

    3.4.2 User Interface ............................................................................................ 15

    3.5 Menus ............................................................................................................. 15

    3.6 Window Menu ................................................................................................ 25

    3.7 Help-Menu ...................................................................................................... 25

    3.8 Working with Entries .................................................................................... 26

    3.8.1 List of entries ............................................................................................. 26

    3.8.2 Filter ........................................................................................................... 27

    3.8.3 Predefined ................................................................................................. 27

    3.8.4 Filter page .................................................................................................. 27

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    TABLE OF CONTENTS

    3.8.5 Creating a New Entry ................................................................................. 29

    3.9 Comments- Index Card ................................................................................. 30

    3.10 Component-Index Card ................................................................................ 31

    3.10.1

    Breakdown Data-Index Card...................................................................... 32

    3.10.2 Time Data .................................................................................................. 33

    3.10.3 Priority & Availability .................................................................................. 33

    3.11 Snapshot-Index Card .................................................................................... 33

    3.12 Shift Data- Index Card ................................................................................... 34

    3.13 Other-Index Card ........................................................................................... 34

    3.14 Damage Data- Index Card ............................................................................. 35

    3.14.1 Editing / Viewing an Entry .......................................................................... 36

    3.14.2Acknowledgements / Confirmations ........................................................... 36

    3.15 The First-Aid Log Book ................................................................................ 36

    3.15.1 Creating a New Entry ................................................................................. 36

    3.15.2 Editing an Entry ......................................................................................... 37

    3.15.3 Operation ................................................................................................... 38

    3.16 Archiving ....................................................................................................... 40

    3.16.1 Operation ................................................................................................... 40

    3.16.2Accessing the Archive ............................................................................... 41

    4 SETTINGS ................................................................................................... 42

    4.1

    Options-Dialog .............................................................................................. 42

    4.1.1 Settings- Index Card .................................................................................. 42

    4.1.2 Layout-Index Card ..................................................................................... 43

    4.1.3 Print Layout- Index Card ............................................................................ 43

    4.1.4 Shift Changeover- Index Card ................................................................... 44

    4.1.5 Text Elements-Index Card ......................................................................... 44

    4.1.6

    CMMS-Index Card ..................................................................................... 47

    4.1.7 Start Page- Index Card .............................................................................. 47

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    TABLE OF CONTENTS

    4.2 Accepting Automatic Entries ....................................................................... 48

    5 TOOLS ........................................................................................................ 49

    5.1 Data Import / Data Export ............................................................................. 49

    5.1.1 Menu .......................................................................................................... 49

    5.2 CMMS Manager ............................................................................................. 50

    5.2.1 ERP communication service ...................................................................... 50

    5.3 ERPpro SQL Database Manager .................................................................. 50

    5.4 ERPpro Administration ................................................................................. 53

    5.5 User Manager ................................................................................................ 54

    5.5.1 Menu .......................................................................................................... 55

    5.5.2 Creating Users ........................................................................................... 55

    5.5.3 Creating User Groups ................................................................................ 56

    5.5.4 Group Access Rights ................................................................................. 57

    6 INTEGRATION IN S+ OPERATIONS ......................................................... 58

    6.1

    Working with the ShiftBook Entry ............................................................... 58

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    SPlus Operations Shiftbook and CMMS Interface User Manual INTRODUCTION

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    1 INTRODUCTION

    1.1 Overview

    This user guide contains information and instructions for Installing ShiftBook software and Configuring Shiftbookenvironment. The manual also explains how work with the following:

    ShiftBook

    UserManager

    ERPClient

    ERPConfiguration

    1.2 Purpose of S+ Operations ShiftBook

    In accordance with the relevant legal and insurance-specific provisions, a shift book must be kept for every shift. Thepurpose of shift books is to record vital signal values and information on special events, along with comments.

    The shift supervisor can make manual entries into the ShiftBook. Beside this the ShiftBook application can be configuredvia the ERP Processor in this regards that signals automatically generate entries, if certain limit violations are determined.

    Shift supervisors can edit these entries and accept them for the ongoing shift.

    During shifts, shift supervisors and/or administrators can edit manually generated entries, provided that these entries havenot been forwarded as maintenance messages to the ERP Client. Regular staff members have read-only access to theShiftBook.

    Every entry can be supplemented by comments; comments made during a particular shift can be edited or deleted duringthat shift as well. Upon shift handover, the associated entries are sealed so that they can only be read and/or furthercomments be added.

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    2 SETUP

    Start the setup on every node where the S+ Operations ShiftBook should be used (server/client). All the software that areneeded for client and server is installed silently.

    2.1 Configuration

    This chapter describes how to setup the ShiftBook environment so that after the steps described here the ShiftBook isready to use. All actions can be started from the central tool CMMS Manage. You can start the CMMS Manager from thestart menu.

    CMMS Manager Start Screen

    2.1.1 Configuring the Database

    This chapter describes how to create a database for the S+ Operations ShiftBook and how to make it accessible. Bothsteps are done with the tool ERPpro SQL DB Manager which can be started from the CMMS Manager.

    In the CMMS Manager choose Programs from the tree view left. Then select the icon to the left of the text DatabaseManager in the right pane (see figure below).

    CMMS Manager Programs view

    As the name suggests the main tasks of the ERPpro SQL DB Manager is to manage the ShiftBook database(s) in theMicrosoft SQL Server. Therefore the tool has to log on to the SQL server. In the Login window enter the server name

    where the SQL server is located and the password for the sa user (SQL server System administrator).

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    2.1.2 Create a new ShiftBook database

    This step is only necessary once at the server node. All client nodes will later be connected to the created database.Please perform this action on the server where the SQL server is located. In the ERPpro SQL DB Manager change to thetab Create Ne:

    Figure 2-1: ERPpro SQL DB Manager - Create New tab

    For creating a new database, the following entries need to be made:

    Name of the new database ("Database Name")

    Name of the database owner ("Owner")

    Database owner password ("Password")

    Size of the database in megabytes ("Size of Database [MB]") plus log file size

    Path ("Database Path")

    Click on Create Newbutton to create the new database. After the database was successfully created you are asked if youwant to use it in the ERPpro Administration. Click Yes to start the ERPpro Administration tool where you can do someadditional setting:

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    Figure 2-2: ERPpro AdministrationSettings

    In this ERPpro Administration dialog please select the language and the used Maintenance System, then click OK.

    Finally the ERPpro SQL Database Manager starts automatically the procedure that maintains the list of useabledatabases. This is described in the next chapter.

    2.1.3 Database list

    To use one or more databases the connection parameter of useable databases are maintained from ERPpro SQLDatabase Manager. Therefore you have to enter the passwort of the database owner (you have set at creation of theshiftbook database) in the Add DB to list dialog.

    This dialog also pops up automatically after a new database was created. On all other (client) nodes you have startERPpro SQL Database Manager (via CMMS Manager), connect to the SQL server where the shiftbook database islocated, select the tab Database Option, choose the shiftbook database you want to use and click the Add DB to Listbutton.

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    Figure 2-3: ERPpro SQL Database Manager

    2.1.4 Creating Shiftbook users and groups

    Since S+ Operations Shiftbook has its own user management users and user groups have to be defined. This chapterdescribes how to do this with the tool User Managerwhich can be started from the CMMS Manager.

    In the CMMS Manager choose Programs from the tree view left. Then select the icon to the left of the text UserManagerin the right pane (see figure below).

    Figure 2-4: CMMS Manager

    2.1.5 Login

    To work on a Shiftbook database with the User Manager you have to login first as an user with administrator rights. A newcreated database has initially a start user with the name STAR and the password welcome. For security reasons deletethis user after you have specified another user with administrator rights or change its password after the first login.

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    2.1.6 Groups

    Shiftbook users are assigned to user groups. A user is a member of one group. Groups can have any number of users. Ingroups the user rights are defined. Every user of a group get the defined rights. In a new created database there 3predefined groups

    Admin administer shiftbook DB and can read shiftbook entries

    Shiftsupervisor supervise shifts and have read/write access to entries

    Member can read shiftbook entries

    You can see and modify the group rights by double clicking the group.

    Figure 2-5: Group Properties

    You can add a new group with the Group menu -> New group.

    2.1.7 Users

    To work with the S+ Operations ShiftBook you have to create at least one user with supervisor rights. For security reasonsit is recommended to create additionally an user with administrator rights. Select New User from User menu, enter alogin name and fill in the user settings and click OK.

    Figure 2-6: User Properties

    A new user is created and the password is set to password. The user should change his password later. He can this withthe User Manager or the Shiftbook client.

    Save the configuration with Filemenu -> Save.

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    3 OPERATION

    3.1 Login

    Using the ShiftBook is possible only upon a successful login in the respective login dialog box. Depending on the

    predefined group allocation, shift changeovers can be carried out, new entries or comments can be created or edited,and/or existing entries can be read.

    You can open the login dialog at any time, using the key symbol in the toolbar or by selecting the 'Login' option in the"File" menu or by using keyboard shortcut Ctrl+L.

    Groups and users, as well as their particular access rights in the ShiftBook, can be created and managed in the UserManager (see "Installation and Configuration").

    Figure 3-1: ShiftBook Login

    3.2 User Access Rights

    In the ShiftBook, a distinction is made between the following user access rights:

    Administrator

    Shift supervisor

    Staff member

    Acknowledge rights (Acknowledgement 1 and Acknowledgement 2)

    Depending on the user access right assigned, a user may have read-and-write access or read-only access to theShiftBook data. For a staff member, the menu options and buttons in the toolbar, e.g. for shift changeover or creating anew entry, are in a deactivated state.

    3.3 First Steps in the ShiftBook

    The first shift must be released by a shift supervisor carrying out a shift handover (a shift supervisor can effect the first shifthandover to himself); future shift handovers will be effected automatically upon login of the next shift supervisor. Uponeach shift changeover, the program checks whether the user intending to end the ongoing shift is the current shiftsupervisor; only if this is the case and the new user is a member of the shift supervisor group as well, the ongoing shift wi llbe sealed and a new one will be created.

    From the first shift changeover on, an automatic entry will be created for every shift that will include a snapshot with user-definable signals documenting the status at the time of handing-over.

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    3.4 User Interface and Menu Structure

    3.4.1 Start Page

    Figure 3-2: Start page

    The "Start Page" opens up immediately after login. It displays 3 tables showing entries selected on the basis of differentfilters. The "Start Page" is user-configurable (see "Options" dialog) and is used for providing a quick overview of crucialdata.

    Upon double-clicking an entry, you can view further details.

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    3.4.2 User Interface

    Upon successful login, the user interface will look like this:

    Menu bar Toolbar

    Figure 3-3: ShiftBook User interface

    Status bar Start page

    3.5 Menus

    The following paragraphs describe the actions which can be selected via menu options and/or buttons in the toolbar.

    Depending on the type of view and the respective user access rights, individual menus and/or buttons in the toolbar maybe inactive ("Administrator", "Shift Supervisor", or "Staff Member").

    File Menu

    This menu offers the following options:

    Figure 3-4: ShiftBook File menu

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    Menu Option-Login

    With this menu option ( button or Ctrl + L), a new user can log into the ShiftBook. However, a shift changeover is

    not effected here, even if it would be in line with the given situation (current shift supervisor next shift supervisor).

    Upon successful login, menu options and buttons will be shown in an active or inactive state, depending on the useraccess rights.

    Menu Option-Shift Changeover

    With menu option "Shift Changeover" (button or Ctrl + S), you can predefine the shift handover from the currentshift supervisor to the next shift supervisor, providing for the option of a shift supervisor being able to effect a shifthandover to himself:

    Figure 3-5: ShiftBook "Shift Handover" dialog

    The current shift supervisor only needs to repeat his password (provided that he was already logged-in) in order to end ashift terminate and hand it over. The next shift supervisor has to log in with his username and password in the samewindow. Only if the entries made are correct and complete, will a shift changeover be effected and a new shift will becreated with the first automatic entry.

    If the entries are wrong, the program will display a message; upon clicking on "Cancel", the current shift supervisor willremain logged-in without any changes being made.

    The new shift supervisor can activate the function for automatically importing the entries created by the program into theongoing shift by setting the respective check mark (see Section 2.8).

    A shift changeover will only be effected after all the automatic entries have either been allocated to the ongoing shift orafter they have been deleted. The program will display a message if "automatic accepting" has not been activated and the"Automatic Entries" view is displayed.

    Using the "Options >>>" button, the dialog can be extended and the following setting options will appear for shift handover:

    Close shift

    Shift changeover without current shift supervisor

    Open shift

    Shift changeover

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    Figure 3-6:ShiftBook "Shift Changeover" dialog

    By selecting "Close Shift", the current shift supervisor can end the ongoing shift without starting a new one at the sametime. After a confirmation prompt, an automatic entry will be created in the shift to be closed that indicates that the shiftwas closed without a handover to the next shift supervisor taking place.

    In the case of a "Shift Changeover without Current Supervisor", the shift handover can be carried out only with the nextshift supervisor. After a confirmation prompt, an entry will be created automatically in the shift just closed and in the newshift, indicating that a shift changeover has taken place without the current shift supervisor.

    The "Open Shift" option is available for creating a new shift only if there is not another shift still going on (first shift afterinstalling the ShiftBook or after having closed the preceding shift).

    "Shift Changeover" is the default setting and is executed for a regular shift handover as described above.

    Click on the "Options

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    When the shift view is open, the respective entries will be accepted along with the shifts selected; in the views for theentries, open entries or simulations, however, the selected entries are accepted along with the individual shift information.Printout in Word or Excel is activated by selecting menu option "Print...".

    Menu Option Quit

    You can quit the ShiftBook application by selecting menu option "Quit" (Ctrl + Q). This will not close the ongoing shift.

    View Menu

    The Viewmenu offers the following options:

    Figure 3-8: ShiftBook "View" menu

    Menu Option "Toolbar"

    With this entry, you can hide or unhide the toolbar at the top:

    Figure 3-9: Toolbar

    Menu Option -Status Bar

    With this entry, you can define whether the status bar at the bottom shall be hidden or unhidden:

    Figure 3-10: Status bar

    Menu Option -Refresh

    Use this menu option (button or F5) to refresh the current table display.

    Menu Option-Shifts

    Use the "Shifts..." menu option (button or Shift + F2) to return to the main overview:

    Figure 3-11: Shift -menu option

    Double-clicking a line will open up a view of all entries of this particular shift:

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    Figure 3-12: Shift Entries- menu option

    Upon double-clicking the maintenance ID of the entry, the ERPpro Client will open up, provided that the settings madeunder "Options" are correct, and will show this entry if it was as a maintenance message.

    Menu Option -All Entries

    Selecting menu option "All Entries" (button or Shift + F3) will display a view of all the entries, regardless of the shiftthey were created in. Various types of entries (open entries (to-dos), simulations, instructions and automatic entries) canbe shown highlighted in color. The number of entries shown can be reduced by activating different filters.

    Figure 3-13: "All Entries" view

    The various filter options are described in the filter chapter. .

    Menu Option-Open Entries

    Open entries from all shifts recorded so far can be displayed by activating menu option "Open Entries..." ( button orShift + F4). The program sets the filter for open entries.

    Figure 3-14: "Open Entries..." view

    Menu Option -Classification

    For classifying ShiftBook entries into groups, you can define different classes which can be used for filtering. Using

    buttons , you can set filters directly:

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    Figure 3-18:"Options" dialog

    Menu Option-Filter

    Use menu option "Filter..." ( button) for starting filtering. The filtering depends on the window actually shown. For theStart Page this menu item is disabled. If the list of entries is shown the filter (sub)page is overlaid and if the list of shifts isselected a time / component filter dialog is shown and can be used.

    Figure 3-19:"Time/Component Filter" dialog

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    Menu Option-Change Password...

    Shift supervisors and administrators, who have logged into the ShiftBook, can select menu option "Change Password"

    ( button ) to define a new password. For this purpose, the previous password as well as a new one (repeated once)have to be entered into the dialog box. Provided that the old password is correct, the change will be saved in the

    database.

    Figure 3-20:"Change Password" dialog

    Menu Option-Statistics...

    Select menu option "Statistics..." ( button) to go to Excel where the user interface of the add-in for creating statisticsis displayed automatically. Here, you can either create a hit list or a diagram of the history showing frequency ofmessages, e.g. for technical objects or items of equipment.

    Menu Option-Post-Trip Log...

    Menu option "Post-Trip Log..." ( button) is in an active state only if an entry has been selected (in either one of theviews "Entries", "All Entries", "Open Entries", "Simulations", "Instructions") for which a snapshot list has been created. Forthe signals entered in the snapshot list, a diagram will be generated in Excel showing the value trend before and after the

    time stamp defined for the snapshot.

    Menu Option-ERPpro Client...

    For calling up the ERPpro Client directly from the ShiftBook, either click the "ERPpro Client..." menu option or the

    respective button.

    Menu Option-E-Mail

    Menu option "E-Mail" offers three sub items.

    Send E-Mail

    Menu option "Send E-Mail" ( button) will open up a dialog box where e-mails can be generated and sent. Shifts orshift entries, which might have been selected before that, will be attached to the e-mail.

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    Configuration.

    Upon activation of menu option "Configuration...", the dialog box for setting the mail options will appear.

    Figure 3-22: E-mail "Configuration" dialog box

    You can enter the paths for the respective files into the input boxes available for the address book or the QuickMail

    address book or you can select them using the button. Upon clicking the button, the address book indicatedcan be edited in the dialog box shown below:

    Figure 3-23: "Address Book" dialog box

    You can access the following functions through these menus:

    File New: Creating a new address book

    File Open...: Opening the existing address book

    File Save: Saving the address book

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    File Save as...: Saving the address book under another name

    Management New entry...: Including a new e-mail address

    Management Edit entry...: Editing an existing e-mail address

    Management Delete entry: Deleting an e-mail address from the address book

    In the dialog for creating or processing an address book entry, you can enter the first name and last name associated with

    a given e-mail address. Select one of the options under "Entry Type" to define the address as work-related or private.

    Figure 3-24:"Edit Address Book Entry" dialog

    Under "Mail Programs to be Used", you can define how the ShiftBook e-mails are to be sent (via SMTP, Lotus Notes orMAPI, e.g. Outlook). The precise information for SMTP can be entered in the lower section.

    3.6 Window Menu

    This menu offers the following options:

    Figure 3-25: ShiftBook "Window" menu

    Menu Option -Cascade

    Upon selecting menu option "Cascade", several views (e.g. of shifts and entries) will be displayed in the form of cascadedwindows.

    Menu Option-Tile Horizontally

    Use menu option "Tile Horizontally" to arrange several views (e.g. of shifts and entries) horizontally next to each other.

    Menu Option-Tile Vertically

    Use menu option "Tile Vertically" to arrange several views (e.g. of shifts and entries) vertically, one below the other.

    Menu Option-Full Screen

    Use the "Full Screen" menu option or F11 to go from a freely sized window to fully screen or vice versa.

    3.7 Help-Menu

    This menu offers the following options:

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    Figure 3-26: ShiftBook "Help" menu

    Menu Option-Content...

    By clicking on menu option "Content" or F1, you will come to an online help function providing assistance in handling theShiftBook.

    Menu Option-DB Infos..

    This menu option offers information on the DBMS used here and the currently active database and gives you a statisticrepresentation of the database entries.

    Menu Option-About...

    Contains information about the PGIM ShiftBook.

    3.8 Working with Entries

    3.8.1 List of entries

    Starting point for the work with ShiftBook entries is the list of ShiftBook entries. This list can be filtered or unfiltered. The

    unfiltered list is shown by selecting menu option "All Entries" (button or Shift + F3).

    Figure 3-27:"All Entries" view

    At the head of the list there is a toolbar with filters, settings and actions regarding the list or their (selected) entries:

    Figure 3-28: Entries toolbar

    The "Markings" checkbox (de)activates the color-coded representation

    of the different statuses on the list.

    Shows the Details of the selected entry. Same as an entry is double -

    clicked.

    Classification by means of a user-definable list of classes (e.g. working

    instructions, disturbance, simulation, etc.). Works as a filter for the list.

    Classification by means of a user-definable list of classes (e.g. Power,

    Water, etc.). Works as a filter for the list.

    3-state-button. Filters for the Open state of the entries. Not

    clicked=Filter inactive (no border). Clicked once=Filter for entries with

    state Open (green border). Clicked twice=Filter for entries with state

    not Open (red border).

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    3-state-button. Filters for the Maintenance Message state of the

    entries. Not clicked=Filter inactive (no border). Clicked once=Filter for

    entries with state Maintenance Message (green border). Clicked

    twice=Filter for entries with state not Maintenance Message (red

    border).

    3-state-button. Filters for the Automatic Entry state of the entries. Not

    clicked=Filter inactive (no border). Clicked once=Filter for entries with

    state Automatic Entry (green border). Cl icked twice=Filter for entries

    with state not Automatic Entry (red border).

    Displays / Hides the filter selection that is described in the next chapter.

    Sets back every filter. All entries are shown in the list.

    (De)Activates the Full text search. Additional controls appear at the top

    of the list.

    With the submenus Acknowledge Level 1 and Level 2 can be done for

    the selected entries (s. Chapter 3.4.5).

    3.8.2 FilterSince a list showing all the entries can be very long, filters that limit the number of entries in the list may be useful. If a filteris active and what kind of filter it is, is shown at top of the list.

    3.8.3 Predefined

    Predefined filter are the menu options "Open Entries...", Classifications and Shifts (selecting a shift in this page).

    3.8.4 Filter page

    Throught the menu option "Filter..." ( button) ot the button in the toolbar list the filter page will be set paartlyover the list of entries.

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    Figure 3-29: Filter Page

    At the filter page entries can be filtered regarding their

    Assignment to a shift (Shifts)

    Entry number (Entries)

    State of acknowledgement (Acknowledge)

    Priority (Priority)

    Time (Time)

    Associated object name (Objects)

    All filters are applied immediatelly to the list. The result could be seen at once.

    To filter over information for the maintenance system click the text Select to show dialog in the frame with the captionDamage Information. The following dialog appear where more filter can be selected and activated.

    Figure 3-30:More Filter

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    3.8.5 Creating a New Entry

    You can create a new entry using menu option "File New Entry" or the button.

    The following dialog appears:

    Figure 3-31: Input mask

    In the upper section of the dialog box, you will find the following information on the entry

    Brief Description: Here you can enter a short text (100 characters) summarizing the contents of the entry.The button gives you access to the text elements available.

    Classification1: Used for selecting an entry class, e.g. disturbance or instructions

    Classification2: Used for selecting a second entry class, e.g. Power or Water.

    and a toolbar with the following actions

    Entries, which require no further editing, can be checked off here as closed. Such a

    closed entry is no longer editable.

    Here you can check off those entries which are to be created as maintenance messages

    in the ERPpro Client as well. Such entries will no longer be editable, however; a

    respective warning will appear before you complete the action.

    Upon selection of this option, the entry will be acknowledged (1st level)

    Upon selection of this option, the entry will be acknowledged (2st level)

    Creates the entry in the ShiftBook database.

    Clears all the fields for start to create a new entry

    Save changes

    Cancel changes resp. Return to the list.

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    3.9 Comments- Index Card

    The "Comments" index card is used for recording additional information on a given entry. During any shift, comments canbe added or a comment made in an ongoing shift can be edited or deleted. Comments made in preceding shifts can beaccessed on a read-only basis.

    Figure 3-32:Input mask of the "Comments" index card

    As soon as files are attached , a list of thumbnails (showing the type of object) will appear on the right side of the indexcard and the original filename is displayed, starting with the ID numbers. Double-click the object to open up theassociated application. If there is no associated application available, a copy of the object will be created and filed in theroot directory of the ShiftBook for further processing.

    Objects, which were inserted by a staff member of the ongoing shift, can be deleted by this person by clicking on the

    associated button ( ) and answering a confirmation prompt. When selecting files, several objects (files) can behighlighted and imported into the ShiftBook. Many large-sized objects, however, considerably increase the memoryrequirements of the underlying database.

    Figure 3-33:Input mask of the "Add File..." dialog

    For adding comments, click on the button; for making changes, double-click an entry in the history. For deleting a

    comment, click on the button. Use the key to close the edit window.

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    Figure 3-34: Input mask of the "Edit Comments" dialog

    Use this dialog box to enter any free text; you can save it by activating the button.

    If you wish, you can activate buttons (Bold), (Italic), (Underscore) and/or (Strikethrough) to emphasize

    certain parts of your text. Using the "Text Elements" button ( ), you make your selection from a number of predefinedtext elements which have been generated under "Options". In this context, the various elements are allocated to maincategories and subcategories and are described by short texts in order to assist the user in finding the right text element.Use the "Cancel" button to leave the dialog box without importing a text.

    Figure 3-35:"Text Elements" dialog

    3.10 Component-Index Card

    Open up the "Component" index card to select a given component (Technical Location / Equipment) from a dialog boxoffering a tree structure :

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    Figure 3-36: Input mask of the "Component" index card

    Figure 3-37: Input mask of the "Select Component" dialog

    3.10.1 Breakdown Data-Index Card

    Open up the "Breakdown Data" index card to enter all information concerning type and duration of a disturbance or thecomponent's level of availability:

    Figure 3-38:Input mask of the "Breakdown Data" index card

    This register card offers access to the following information:

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    3.12 Shift Data- Index Card

    The ShiftBook program will automatically make the entries on the "Shift Data" index card; manual changes are notpossible:

    Figure 3-40: Input mask of the "Shift Data" index card

    The Shift Data index card provides the following information:

    Shift supervisor: Shift supervisor of the shift the entry refers to

    Previous supervisor: Supervisor of the previous shift, i.e. the one before the shift of the entry that is beingdisplayed

    Next supervisor: After the end of a shift, the name of the next shift supervisor is displayed

    Shift dated: Date on which the shift began

    Beginning of shift: Exact time of the shift handover at the beginning of this shift

    End of shift: Exact time of the shift handover at the end of this shift (only appearing for closed shifts)

    ID: ID number of the entry (assigned automatically when the entry is created).

    Time Stamp: Indicates the time when the entry has been created (is entered automatically upon creation).

    Closed: Entries, which require no further editing, can be checked off here as closed. Such a closed entry isno longer editable.

    Maintenance Messages: Here you can check off those entries which are to be created as maintenancemessages in the ERPpro Client as well. Such entries will no longer be editable, however; a respective warningwill appear before you complete the action.

    Automatic Entry: Entries entered into the ShiftBook at shift changeover or by the ERPpro Service aremarked accordingly and cannot be edited; but they can be supplemented with comments or marked as open.

    3.13 Other-Index Card

    On this index card, you can enter additional information required for being able to forward the entry to SAP R/3 PM. Inaddition, information from the SAP system is displayed, e.g. the message number or the maintenance job number.

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    Figure 3-41: Input mask of "Other" index card

    3.14 Damage Data- Index Card

    Entries made under "Damage Data" define the cause of the component malfunction and the priority of this message. Inaddition, you can enter your estimate regarding the component's further level of availability.

    Damage Class: The program will display a dialog box with a tree structure, where you can select thedamage class. Entries in this tree structure are grouped on a plant-specific basis and can be entered using thedata import tool.

    Code of damage class: Is entered automatically upon selection of the damage class.

    Cause of damage: For selecting the cause of the damage, the program will display another tree structure. Allentries are grouped on a plant- and system-specific basis and can be entered using the data import tool.

    Code of cause of damage: Is entered automatically upon selection of the cause of the damage.

    Figure 3-42: Dialog boxes for "Select Damage Class" and "Select Cause of Damage"

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    3.14.1 Editing / Viewing an Entry

    To edit or view an existing entry, double-click it in the table using the left mouse button. This will open up the input maskwith the entry data.

    Entries made in shifts, which are closed now, only permit access for the purpose of attaching comments, for changing theirstatus from "Open" to "Closed", or for setting or removing check marks for simulation or instruction. For entries, which areforwarded to the ERPpro Client as maintenance messages, further comments can be created and check marks forsimulation or instruction can be set or removed. In the case of entries, which are generated automatically by the ShiftBookprogram upon shift changeover, users can merely attach additional comments.

    3.14.2 Acknowledgements / Confirmations

    For every entry, two acknowledgement or confirmation levels are available that can be set or deleted in the input mask.

    If you need to acknowledge several entries, you can do so in the "All Entries" view. Click button "Q 1" or "Q 2" toacknowledge all entries selected at once (collective acknowledgement). For this purpose, the "acknowledgements" filterhas to be active.

    Set the following symbols in the respective column (Q1 /Q2):

    confirmed

    not confirmed

    Confirmations can be set only by those users who have sufficient user access rights (see Section "User Manager").

    3.15 The First-Aid Log Book

    The first-aid log book is used for recording all incidents occurring during operation that resulted in personal injuries. Call

    up the first-aid log book by clicking on the button on the menu bar or by selecting "Tools""First-Aid Log Book" inthe main menu.

    Figure 3-43: First-Aid Log Book

    For more clarity, the program only displays the entries of the last three months. You can retrieve older entries by adjusting

    the timeframe accordingly using the button.

    3.15.1 Creating a New Entry

    You can create a new entry in the first-aid log book upon clicking the "New" button. In the dialog box opening up, you canenter all the information required:

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    Figure 3-44:First-Aid Log Book New entry

    Data on the Circumstances of the Accident:

    Name of the injured: Name of the person injured (entered manually or selected

    from a list)

    Date and time of accident: Date and time when the accident happened

    Location / Plant component: Location of the accident (entered manually or selected from

    a list)

    Witnesses: List of who witnessed the accident (can also be selected

    from a list or entered manually)

    Course of events: Details / Description of the circumstances of the accident

    Type / Severity of injury: Detailed description of the injury

    Information about first-aid measures:

    Name of first-aider: Name of the first-aider (entered manually or selected from a list)

    Time of first-aid support: Date and time of the first-aid assistance

    Type of measures: Description of the medical aid provided

    3.15.2 Editing an Entry

    If you wish to edit an existing entry in the first-aid log book, double-click that entry. The appearing dialog corresponds tothe one for preparing a new entry.

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    The Staff List

    On the staff list, both the employees working on a shift and their activities will be recorded. You can also view lists ofprevious shifts and/or previous activities of a specific employee.

    Figure 3-45: Staff List

    The start view displays the staff list of the ongoing shift.

    3.15.3 Operation

    Staff List Operation

    List of Shifts: List for selecting a particular shift (past / ongoing)

    Employees Present: List of employees working on the shift selected.

    Contains the following information:

    List of Shifts Shift CommentEmployees Present

    PrintList of EmployeesAdditional Options

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    Name of the employee

    Department of the employee

    Scheduled working hours (double-clickedit)

    Overtime (double clickedit)

    Description of the activity/activities (double-clickedit)

    Shift Comment: Remark / Comment on the shift selected

    List of Employees: List of all employees available. Adding employees to this list is done in the User

    Manager.

    Click to add somebody to the staff list.

    Click to delete somebody from the staff list.

    Additional Options:

    Opens the "Activities" view (Past activities of an employee for detailssee below).

    Save (saves the selections made)

    Restore (restores the settings made following the last save command)

    Add to current shift (applies the list selected to the current shift list)

    Print:Print (prints the staff list of the shift selected)

    Figure 3-46: Staff List Activities

    The "Activities" view shows all past activities of a certain employee over a certain period of time (date filter, editable using

    the button). The employee is selected from the list of employees or staff list in the main view.

    You can print any of the activity lists by activating . Selecting several employees and printing their lists is possible.

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    3.16 Archiving

    Use the archiving function in the PGIM ShiftBook for storing ShiftBook entries in an existing archive in order to regain freedisk space for the database primarily in use.

    Creating an Archive

    Start the "ERPpro SQL Database Manager" to create a new archive for storing ShiftBook entries externally. Use the"Database Options" index card and click on the "Create DB Archive" button to create a corresponding archive for thedatabase selected from the list.

    Figure 3-47: ERPpro SQL Database Manager

    3.16.1 Operation

    To access the archiving function go to "Tools" "Archiver" in the main menu or click on the button in the menu bar.

    Figure 3-48: "Archiver" dialog

    If an archive database already exists, it will be selected automatically.

    Under "Settings", you can define as of when entries ought to be stored externally (defined by the shift date in the case ofshift operation, or by the entry date in the case of non-shift operation).

    Click the "Start" button for starting-up the archiving procedure.

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    IMPORTANT: Entries, which were not archived during a previous archiving procedure because they were still in an openstatus, are automatically checked again and archived, if possible, even though the time option selected for the currentarchiving procedure would not include these entries.

    3.16.2 Accessing the Archive

    You can access an archive database via the ShiftBook user login by entering "ARCHIVE" as the username (password"dbarchive"); this is a read-only access.

    However, this user presetting can be edited or deleted in the "User Manager" in order to provide for more control overarchive database access.

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    SPlus Operations Shiftbook and CMMS Interface User Manual SETTINGS

    4 SETTINGS

    4.1 Options-Dialog

    You can access the "Options..." dialog by selecting menu option "Tools Options..." or by clicking on the button and

    make a number of changes there. Click the "Apply" button to save the changes made; the "Options" dialog box will remainopen though. Upon clicking "OK", the changes will be accepted and the dialog box closes. "Cancel" will cancel allchanges made and close the dialog box.

    4.1.1 Settings- Index Card

    Figure 4-1: Options "Settings" index card

    For new entries, you can predefine priority and message type under Default.

    The size of the printout is defined under Print Options defined. "Tabular Form" generates an overview in Excelshowing information regarding the shift; the respective columns can be defined in detail on the "Print Layout"index card. A "Complete Report" generates a Word file which also contains comments and the snapshot list forthe selected shift and entry data.

    Under Selections, you can define the colors for highlighting open and automatic entries. The "Reset" buttonresets the representation to the default color code.

    Under Snapshots, you can activate or deactivate the snapshot index cards in "Options" and in the input mask, aswell as the automatic generation of a snapshot upon shift changeover.

    Under Maintenance Messages, you can activate or deactivate the Apply button in the input mask.

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    4.1.2 Layout-Index Card

    Figure 4-2: Options "Layout" index card

    On the "Layout" index card, you can define the columns to be shown in the views. The list on the left shows the columnsavailable for display; the list on the right shows the columns being shown at the time. Use the >> and > and

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    4.1.4 Shift Changeover- Index Card

    Figure 4-4: Options "Shift Changeover" index card

    Upon each shift changeover, the ShiftBook creates an automatic entry as an option, the entry may contain valuesscanned from the power plant operation at this point of time. The signals to be used for this snapshot list can be insertedon the "Shift Changeover" index card.

    The "Start Signal Explorer" button opens up the Signal Explorer where you can import signals into the table by drag &drop. To remove signals from the table, click on the "Del" key or drag & drop them into the wastebasket.

    With the "Auto Print" options, you can define whether all existing ShiftBook entries or open entries shall be printed uponshift changeover. For "Immediate Printout", there will be no further prompt regarding the creation of a Word file.

    4.1.5 Text Elements-Index Card

    Figure 4-5: Options "Text Elements" Index Card

    Text elements, which can be activated from a number of options (comments, short text entries, first-aid log book), can becreated, managed and deleted on the "Text Elements" index card. From the top down, you can edit main categories,subcategories and text elements along with brief descriptions.

    By clicking on "+" next to a selection box, you can add certain elements; with "Change", you can edit the name, the text orthe allocation to a category. Use the "-" button to delete elements after a confirmation prompt.

    Main categories

    (+) : For adding a new main category, go to the following dialog box:

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    Figure 4-6:"New Main Category" dialog

    Click on "OK" to create the main category just entered. If such a category already exists, the program will display amessage and you can change the name again. Use "Cancel" to leave the dialog box without having made a change.

    (Change) : If you wish to change the name of a main category without affecting possibly existing subcategories and textelements of this category, you can edit that name in the dialog box shown in Fig. 38. Again, the change will becomeeffective after you click the "OK" button; use "Cancel" to keep the old name.

    (-) : If you wish to delete a main category, the following confirmation prompt will appear:

    Figure 4-7:"Delete Main Category" dialog

    The first option will delete only the main category selected. Appertaining subcategories with text elements will be allocatedto main category "----------" from where they can be attached to another main category.

    The second option deletes the associated subcategories as well. Any remaining text elements will be allocated tosubcategory "----------" from where they can be attached to other subcategories.

    Text elements or subcategories allocated to a "----------" category cannot be selected in a comment input box. First theyneed to be allocated to another category by activating the "Change" button at the subcategories/text elements of anothercategory.

    The third option deletes all associated subcategories and text elements. Upon activating "Cancel", the main categoryselected will remain on the list.

    Subcategories

    (+): Use the following dialog box for adding a new subcategory:

    Figure 4-8: "Add Subcategory" dialog

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    Click the "OK" button to allocate the subcategory entered to the main category selected in the upper box. If thissubcategory already exists, a respective message will appear and you can change the name. With "Cancel", you canleave the dialog box without having made a change.

    (Change): If you wish to change the name of a subcategory or its allocation to a main category without affecting anypossibly existing text elements of this category, you can make these changes using the dialog box shown in Fig. 40.Again, the change will become effective after you click the "OK" button. Use "Cancel" to keep the old name or previous

    allocation.(-): When you attempt to delete a subcategory, the following confirmation prompt will appear:

    Figure 4-9: "Delete Subcategory"

    Clicking the "Yes" button will delete the subcategory selected from the list, along with all associated text elements.

    Clicking the "No" button will only delete the subcategory selected. Appertaining text elements will be allocated to the "----------" subcategory allocated from where they can be attached to another subcategory.

    Text elements listed under the "----------" subcategory will not be available in the comment input box. First, they need to beallocated to another subcategory by clicking the "Change" button at the text elements of another subcategory.

    Click "Cancel" to keep the subcategory selected on the list.

    Text elements

    (+): Use the following dialog box for adding a new text element:

    Figure 4-10: "New Text Element" dialog

    Upon clicking the "OK" button, the text element entered, along with a brief description, will be created under thesubcategory selected in the upper box. If such a text element already exists, a respective message will appear and youcan change the abbreviated name. Use "Cancel" to leave the dialog box without having made a change.

    (Change): If you wish to make changes regarding the abbreviated name, the text or the allocation to a subcategory for atext element, you can make these changes in the dialog box shown in Fig. 42. Again, the changes will become effectiveupon clicking the "OK" button. Use "Cancel" to keep the old name or previous allocation.

    (-): Before a text element is deleted, a confirmation prompt will appear where you are asked to confirm the delete action.

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    4.1.6 CMMS-Index Card

    Figure 4-11: Options "CMMS" index card

    "Automatic Forwarding to SAP" under "Mainten. Message" assures that maintenance messages need not be selectedagain in the ERPpro Client in order to be forwarded to SAP.

    4.1.7 Start Page- Index Card

    Figure 4-12: Options "Start Page" index card

    The "Start Page" index card is used for configuring the start page. Under "Title", you can define the title, the backgroundcolor, the font color and the logo, simply by clicking on the respective option.

    Furthermore, settings can be chosen for the 3 tables available:

    "Title": Heading of the table

    "Classification": Filters the table entries on the basis of the classification specified

    "Status of the Entry": Offering the following options:

    Open entries only

    Closed entries only

    Both closed and open entries

    "Columns Displayed": Here, you can select all the columns to be displayed.

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    The sequence of the columns within the tables displayed on the start page can be changed by using the drag & dropmethod. Like the setting described above, this change is saved on a user-specific basis.

    4.2 Accepting Automatic Entries

    The ERPpro Configuration Tool allows users to configure values for certain signals that will effect an automatic entry intothe ShiftBook as soon as these values are reached. At 5-minute intervals, the ShiftBook checks whether such entriesexist and prompts the user provided that he has logged-in with default settings to specify whether the entries oughtto be shown in order to be able to accept them:

    Figure 4-13: "Automatic Entries" message

    Upon "No", the button for going to the automatic entries will be activated ( ) so that these can be accessed atany time. Upon "Yes", a view of the new automatic entries will appear immediately, which is otherwise accessible via therespective activate button:

    Figure 4-14: "Automatic Entries" view

    Entries, which are to be imported, can be selected simply by clicking on them (use the Ctrl or Shift key to select severalentries); they can be allocated to an ongoing shift by clicking on the "Accept Entries Selected" button.

    For deleting entries, simply select them by mouse click (use the Ctrl or Shift key to select several entries) and then clickthe "Delete Entries Selected" button.

    Unallocated or deleted entries will stay on the list when you go to another view; they can be edited at a later point of time.

    If, upon shift changeover, the shift supervisor logged-in did set the check mark for "Auto-Apply Service Entries", theseentries will be imported into the ongoing shift without causing any further messages.

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    SPlus Operations Shiftbook and CMMS Interface User Manual TOOLS

    5 TOOLS

    5.1 Data Import / Data Export

    The following information can be imported into the database tables using Excel sheet "DB-import.xls" and any existinginformation can be edited:

    Technical Locations

    DCS

    Items of Equipment

    Cross References

    Damage Classes

    Causes of Damage

    Priorities

    Error Codes 1

    Error Codes 2 API-Pro Error Codes 3

    Text Elements

    If there are no root elements for Technical Locations / PLS, you can have them generated automatically upon clicking the"Generate Root Elements" button, provided that the names for the technical locations are structured consistently, e.g.object ABC is the root element of object ABC1, ABCx, ... And, object ABC1 is the root element of objects ABC1x, with xrepresenting any string of characters, etc.

    5.1.1 Menu

    With the help of the following menu, you can add data to the database, replace data or have data imported from thedatabase in order to be able to edit them:

    Figure 5-1: Data Import / Data Export menu

    "Clear sheets and read from DB"

    "Clear Excel sheets": Clears the contents from all Excel sheets

    "Read data from database": Clears all the Excel sheets, reads the data available, and imports the data into the

    respective Excel sheets

    SAP

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    "Append sheets to existing DB"

    "Data of current Excel sheet": Imports only data from currently selected Excel sheet into the database. Existingdata will not be overwritten.

    "Data of all Excel sheets": Imports the data from all existing Excel sheets into the database. Existing data arekept.

    "Delete DB content and create new sheets"

    "Insert data from current sheet": Imports the data of the Excel sheet currently selected into the database include.All existing data will be removed.

    "Insert data from all sheets": Imports data from all Excel sheets into the database. None of the existing data areaccepted, but will be deleted completely.

    5.2 CMMS Manager

    The CMMS Manager is a tool that helps to manage and configure the S+ Operations ShiftBook and the CMMS Suite (SAPInterface, APIpro Bridge). The tasks of the CMMS Manager are:

    Create an ERP communication service

    Manage ERP communication services Start other configuration tools

    Change language and CMMS system settings

    You can reach a task via the tree on the left part of the User Interface.

    5.2.1 ERP communication service

    An ERP communication service manages the ShiftBook license and the communication to the CMMS system for oneShiftBook database. That means that for every ShiftBook database there exists an ERP communication service. Typicallythis service runs on the ShiftBook server.

    Create an ERP communication service

    Do the following steps to create an ERP communication service:

    Select Database on the selection tree

    Select the database for which you want to create a service

    Click the right mouse button and select Create service

    Follow the instructions.

    Manage ERP communication services

    To Start / Stop ERP communication services or read their log files choose Services on the selection tree. On the rightpane the list of known services will be shown. Select the service of your choice and get the submenu with the right mousebutton.

    5.3 ERPpro SQL Database Manager

    Use the ERPpro SQL Database Manager for creating a new ShiftBook database, a ShiftBook database archive or forreviewing and extending an existing database that is compatible with the PGIM ShiftBook.

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    "ERPpro SQL DB Manager Login"

    Using this tool is possible only upon a successful login as a system administrator of the database server. This user(MSSQL: SA) was created during the installation of the respective database server.

    "Create New DB" Index Card (MSSQL)

    Figure 5-2: ERPpro SQL Database Manager

    For creating a new database, the following entries need to be made on the "New Database" index card:

    Name of the new database ("Database Name")

    Name of the database user ("User")

    Database password ("Password")

    Size of the database in megabytes ("Size of Database [MB]") plus log file size

    Path ("Path")

    After filling-in this information, click on "Create New DB" to create the new database. Keep in mind that the database path

    indicated must correspond to the local path on the SQL server. Otherwise, there may be access problems if the user didnot perform a system login on the SQL server.

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    Where a database with this particular name already exists, you can overwrite it now. Caution: All existing data will be lostfor good.

    You can now confirm your action with "Yes", which will load the new database into the ERPpro Administration so you willbe able to use it in the PGIM ShiftBook.

    Figure 5-3: Confirmation Mesage

    Use the "Database Options" index card to review the available information and options of the database.

    "Database Options" Index Card

    On the "Database Options" index card, you can retrieve information about ShiftBook compatibility, usernames, date ofcreation, database path or size and number of the existing shifts for any existing database registered on the server

    and, if necessary, you can carry out an update of the entire structure of a database selected (using the "DB Update"button).

    Figure 5-4: ERPpro SQL DBMan "Database Options" index card

    By clicking the "More..." button, you can view further details of the various tables in the given database. The "Refresh"button updates the view of the information available in the database.

    Furthermore, you can access ERPpro Administration by clicking on "ERPpro Administration" in order to be able toconfigure the database settings for the PGIM ShiftBook. If you wish, you can automatically load the database presentlyselected ("Import Selection into ERPpro Admin") or add it to or remove it from the PGIM ShiftBook selection menu byclicking on the "Add DB to List" or "Remove DB from List" button. Use "Create Archive" for creating an archive database.

    System Database (MSSQL)

    The "System Database" index card displays information on the system databases of the server.

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    5.4 ERPpro Administration

    Start ERPpro Administration for configuring the language and database settings, the maintenance systems and the ERPProcessor settings.

    Figure 5-5: ERPpro Administration Main window

    You can open the ERPpro Administration dialog via the Load ERPpro Administration button in the ERPpro SQLDatabase Manager. You have to enter the password of the owner of the selected database.

    Configuration Options

    Select either English or any other language that is installed (applies to all ShiftBook applications).

    ERP Processor Service

    Choose the settings for ERP Processor ("Host:" IP / name of the computer where the ERPpro Service is running, "Name:"name of the ERPpro Service)

    Use "Check" to stop or start the service.

    Database

    Database settings (apply to all ERP applications)

    Type (type of database)

    Defines the type of database to be used with the PGIM ShiftBook.

    Path

    Defines the path to the database

    MSSQL: database server = name / IP address of the computer where the database has been installed; databasename = name of the PGIM ShiftBook database)

    User (database username)

    Sets the username of the database

    Password (password of the database)

    Password of the database user

    It is not possible to save the changes made if the link data entered for the database are incorrect. If you did start ERPpro

    Administration via the ERPpro SQL Database Manager, you can accept the databases selected right there.

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    Maintenance System

    Choose either API PRO or SAP.

    Extended settings for API PRO:

    Figure 5-6: Maintenance System

    Import error codes

    Import maintenance jobs

    Export maintenance messages

    Timer interval (in minutes)

    Import path

    Export path

    5.5 User Manager

    The User Manager is used for creating users and user groups for the PGIM ShiftBook and for managing them.

    Username START

    In order to be able to log into a new database, which is still empty, use the START username that has been created afterthe database was created.

    Figure 5-7: User Manager Login

    Initially log into the database using "START" as the username and "welcome" as the password.

    For security reasons, delete the START user as soon as a new user(name) with administrator access rights has beencreated or at least change its password.

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    Figure 5-13: User Manager Group properties

    The following settings need to be made:

    Description

    Rights

    "Description" is used for briefly describing the tasks of the new group. The properties of the group access rights are

    outlined in the following paragraphs.

    Save the changes made by selecting menu option "Save" (File Save) or using keyboard shortcut Ctrl + S.

    Figure 5-14: Save Option

    5.5.4 Group Access Rights

    The following rights can be assigned:

    Administrator access rights (administrators)

    Read-and-write access (shift supervisor)

    Read-only access (staff members)

    Acknowledge rights (Acknowledgement 1 and Acknowledgement 2)

    To have acknowledge rights, users do not have to have write or administrator access rights.

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    SPlus Operations Shiftbook and CMMS Interface User Manual INTEGRATION IN S+ OPERATIONS

    6 INTEGRATION IN S+ OPERATIONS

    6.1 Working with the ShiftBook Entry

    When you open a new Shiftbook entry for a tag for the first time, a mapping between the S+ Operations and the objectstructure in the ShiftBook will be accomplished. For all new objects which do not have a mapping up to now, you will seethe following dialog:

    Figure 6-1: Shiftbook Entry Mapping

    Answer by yes will connect you to the Mapper. For this you need to have Shiftbook administration rights please log inwith the appropriate credentials.

    Figure 6-2: Authentfication dialog box

    On the left hand side you will find the S+ Operations object, on the right hand side please browse and select the according

    Shiftbook object. When finished press ok.

    Figure 6-3: Creat Reference

    When the Shiftbook object already exist, then the Shiftbook entry page is opened. From here you can navigate to all

    Shiftbook entries ( ).

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    ABB Inc.Power GenerationWickliffewOHIO, USAE-Mail: [email protected]

    www.abb.com/controlsystems

    ABB AGPower Generation

    MannheimGERMANYE-Mail: [email protected]/controlsystems

    ABB Pte.Ltd.Power Generation

    SingaporeSINGAPOREE-Mail: [email protected]/controlsystems

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