When you are managing valve operations in the execution stages, with many lines of steps in one plan, you can now update individual logs and status checks via an Excel template (it can be stated as offline and/or in-line editing of valve operations).
Go to the Planner section
Find the relevant plan you want to update. Click into the plan and click on the 'Download plan details' button
The file will save in the local downloads folder with the name: VT - (specific plan name) - Plan Import
The Excel file contains 20 columns, some to be edited and some not:
Column A to E: Do NOT change
Column F: Operation - Drop down list
The available choices to change the operation type for the particular operation
Column G: Direction to operate - free text
Either Clockwise or CounterClockwise
Column H: Condition - free text
Write your condition for the specific line item operation
Column I: Order - Number field
Number the sequence you wish to see the line item operation in the updated plan in ValveTrack
Column J: Done - Drop down list
Drop down choice between True (the operation has been done) and False (the operation has not been done)
Column K: QC Name - free text
Insert the QC name
Column L: Time - Date
Insert the date and time
Column M & N: Operator & Worksite - free text
Insert the operator name and worksite
Column O & P: Initial & Final Position - Drop down list
Choose between Open, Partly Open and Closed
Column Q & R & S: Torque values & Actual turns - number field
Enter the torque data and number of turns to be uploaded
Column T: Comment - free text
Insert any comment you want to have uploaded
Click the 'Upload plan changes button' and choose your file to upload with the plan details
The system will run a validation check of the file. Any errors or updates will be visible in the preview window
Once the file is free of errors, if any, the 'Submit template' button becomes active / clickable. The plan details are now updated. Complete the plan, add the Checker and Approver names to the top of the plan to move it to 'Completed' status.
NB: All errors must be fixed or else the process will not be completed.