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 G: Do NOT change - they are also marked as read only.
Column H: Operation - Drop down list - The available choices to change the operation type for the particular operation
Column | Column name | Field type | Instruction |
Column I | Direction to operate | Free text | Either Clockwise or CounterClockwise |
Column J | Condition | Free text | Write your condition for the specific line item operation |
Column K | Order | Number field | Number the sequence you wish to see the line item operation in the updated plan in ValveTrack |
Column L | Done | Drop-down list | Choose True (the operation has been done) or False (the operation has not been done) |
Column M | QC Name | Free text | Insert the QC name |
Column N | Time | Date & Time | Insert the date and time |
Column O | Operator | Free text | Insert the operator name |
Column P | Worksite | Free text | Insert the worksite |
Column Q | Control switch mode | Drop-down list | Choose between Remote→Manual Manual→Remote |
Column R | Initial Position | Drop-down list | Choose between Open, Partly Open, or Closed |
Column S | Final Position | Drop-down list | Choose between Open, Partly Open, or Closed |
Column T, U & V | Torque values & Actual turns | Number field | Enter the torque data and number of turns to be uploaded |
Column W | 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.