Operator Logging. An Expanded Use Case at Great River Energy's Generation Facilities

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1 Operator Logging An Expanded Use Case at Great River Energy's Generation Facilities

2 Great River Energy Facts Service Territory G&T cooperative 2,800 MW of generation 12 generation facilities 182,000 assets tracked in Maximo

3 Maximo for Generation Single instance single organization 12 active sites 500+ users Maximo 7.5.x Calibration 7.5.x HSE 7.5.x Primary focus on: Asset management Work management LOGGING

4 The PROBLEM REQUIREMENT Site personnel must enter electronic logs

5 The Problem REQUIREMENT Site personnel must enter electronic logs CHALLENGE separate applications

6 The Problem REQUIREMENT Site personnel must enter electronic logs CHALLENGE rudimentary security

7 The Problem REQUIREMENT Site personnel must enter electronic logs CHALLENGE no auditing

8 The Problem REQUIREMENT Site personnel must enter electronic logs CHALLENGE stone-age functionality

9 The Problem REQUIREMENT Site personnel must enter electronic logs CHALLENGE no visibility to: Work management Asset management

10 Moving Forward The VISION Unified logging system Approach Use HSE with Maximo Enterprise reporting Enhanced functionality Integration with Maximo Discuss with IBM Initial focus on: Operator Logging Hot work permitting

11 LOGGING The foundation of keeping track of what s going on

12 Logging - Requirements My Logs Rolling Logs Bulletin Board Report integration Phase #1 simple approach Easier to build Easier to train

13 Logging - Requirements Site Unit Department hierarchy SITE - CCS SITE - SS Unit 1 Unit 2 Unit 1 Unit 2 CRO CRO CRO ACO... Coal Drying Coal Drying CEMS CEMS

14 My Log Entries Show all log entries for the current user Create new with default values for SITE UNIT DEPT Search Create follow-ups Allow edits & deletes View history & auditing

15 My Log Entries

16 Create New Entry Move new button & details to top On insert, default values copied Table shows newest on top

17 Edits & Deletes Rule entries become read-only after save Rule users may edit ANY entry Rule users may delete their OWN entries

18 Follow-up Entries Create child log entries Parent and Has Follow-up fields View follow-up (dialog box)

19 Auditing & History All transactions audited (I / U / D) Record-based history from main tabs Log history on Audit History tab (view Ds)

20 Routine Log Entries The PROBLEM Operators need to create log entries REAL-TIME QUICKLY EFFICIENTLY Events can happen for multiple units at once The SOLUTION ROUTINE log entries Use SITE / UNIT / DEPT Add object for log templates Apply using scripting

21 Routine Log Entries Select Units & Entries Optionally enter a date Click the button SCRIPT

22 Meters & Logs The PROBLEM Operators need to record meter values against assets Completed sets of readings should be autoformatted & added to the log The SOLUTION Expose meter functionality on main screen Update dialog boxes Add scripts for log integration

23 Meters & Logs 1)Select a shift checklist 2)Enter checklist values 3)Review values & post to log 4)Optionally review reading history

24 2) Enter Values

25 3) Review & Post Values

26 4) Review reading history

27 Log Reports Cognos report Single or multi-site / unit / department Parameter to include audit information Button added to LIST tab Custom dialog box

28 HOT WORK PERMITS No one wants to get burned

29 Hot Work Permit - Requirements Single-type permits with defined status lifecycle Integration with operator log Conditionally required or read-only fields List report and Card report

30 Hot Work Permits Create permits Extra checks Status lifecycle DRAFT ISSUED Work Finished CLOSED Integration with operator logs Reporting from the application

31 Hot Work Permits

32 Log Integration Entries created in general log: Upon status move to ISSUED Upon completion of work Upon permit closure Accomplished using automation scripts

33 Hot Work Reporting Two reports Accessed using toolbar buttons Pass parameters using launch-incontext

34 Other enhancements Event Date is no longer required Easier switching between shift records Add work order # to reports Scripting enhancements

35 Lessons Learned Site / Unit / Department approach Attempt to use the LOGENTRY object rather than the SHIFTLOG object Simplification now functionality later A special case for one of our sites Cognos Maximo integration

36 Future Phases Environmental logging Assigned tasks & reminders Standard actions & groups OR Operator tasks Integration with Transmission System Operations Logging

37 Transmission LBA Logging

38 Generation Outage / Derate / Test

39 Questions

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