The planner is used for creating, organizing and executing status checks. Here is a demo giving you the overview:
Created for version: 0.0.23
Go to the Planner section.
You’ll see three sub-sections: Planned, Ready for Execution, and Completed.
Use the search bar to quickly find a specific plan.
To add a new plan, go to Planned section and click Add New Plan to create a new operation. You can also import plans using Excel template by clicking Import plans.
Give the plan and campaign a name — this allows you to easily filter and organize plans by campaign later.
Once the plan is created, it appears in the list with zero operations. To add operations manually:
Click the plan you just created
Click Add valves
Select one or more valves from the list to include in the plan
Assign operation to valves from the drop-down list at the bottom
Tick the checkbox to enable the comment field.
Enter your comment, then click Add to Plan to save the operation.
Now you have your list of plans.
If you have a procedure or any other relevant documents, you can add them under the Document References tab.
You can drag and arrange the order of operations as needed.
When everything is ready, click Mark as "Ready for execution" to move the plan to the next stage.
Your plan now appears under Ready for execution. You can continue to edit or update the plan as needed at this stage.
You can also choose to show or hide the final position by clicking the settings icon on the left-hand side.
This feature is useful for quality assurance of the final position. For example, if you have set an operation to change the position from Open to Closed, but the last final position shows Closed, you can easily identify a misalignment between the current status of the valve and the planned operation.
You can also export operations into a PDF by clicking on Export to PDF. As in Excel, you can also do the inline editing.
Executing plan
You can execute the plan by adding logs.
Click the + icon to add a new log.
In the log form, you can confirm valve positions and record key parameters such as:
Breakout Torque
Max Running Torque
Actual Turns
If any issues occur during the operation, you can add a description of the issue for future reference.
Optionally, you can include document references and comments.
You can also attach images showing the valve “As Found” and “As Left.”
Once you have completed all log entries, click Add Log to save.
You can view the logs by clicking the folder icon.
To mark an operation as completed:
Tick the checkbox next to the operation to set it as Done.
Enter the name of the quality checker for verification and click save icon
Once completed, proceed to the next operation in the plan.
You can download an offline copy of the executed plan by clicking Download plan details. This generates a PDF file containing all recorded operations and logs.
Use the field in the top right-hand corner to enter the names of the checker and approver.
Then, set the plan as Completed.
All completed plans will appear under the Completed tab.
