Here is a quick video introduction to the Planner section:
Overview and Add new plan
Note - this action can also be done via the Excel template process.
Go to the Planner section.
There are 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 it. (NB: it is possible to also create a plan/multiple plans at once using the Excel template process. Click the Import plans button and please follow this guide: Bulk updating and creation of new Plans and Planned Operations type.)
Give the plan and campaign a name — this allows easy filter searching and organize plans by campaign later.
Add Valves to the plan
Once the plan is created, it appears in the list with no active Planned Operations in it. To add operations in the plan:
Click the relevant plan to add Planned Operations (you can add Planned Operations to newly created plans or already existing ones)
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. The search filters that are saved can also be used to narrow down the valve list further and make it easier to find the relevant valves at the relevant location/structure etc.
Tick the checkbox at the bottom to enable the Condition/comment field to be populated.
Enter the relevant condition/comment text, then click Add to Plan to add it to the plan. Repeat until the relevant plan is complete with all necessary Planner Operations.
The Planned Operations order can be dragged and arranged as needed by moving the pointer to the 4x2 double block on the left. Once the drag process is done, the Order numbering is automatically updated in the Plan.
Document References
If you have a procedure or any other relevant documents, you can add them under the Document References tab.
There is the option to choose either already uploaded documentation
or add new ones directly in the platform:
When everything is ready, click Mark as "Ready for execution" to move the plan to the next stage.
The plan now appears under the Ready for execution sub-section. There is the option to continue to edit or update the plan as needed even when the plan is at this stage.
There is the option to continue to edit or update the plan as needed even when the plan is at this stage. There are two ways to add valve specific Planned Operations to the already existing plan (works in both the Planned and Ready for Execution phases).
1: Click the +Add valves button as detailed above (Add Valves to plan). Make sure that the order of the Planned Operations are correct as added valves will be automatically tacked on at the bottom of the plan list rows.
2: Click the vertical three-dots icon and insert rows above or below the chosen line in the plan. There is also the option to delete the selected Planned Operation row.
The delete operation action will prompt a verification pop-up window to complete the delete action of the selected Planned Operation row.
Show or hide the Last final position column
There is an option to show or hide the last final position column by clicking the settings icon (the cog-wheel above the first column on the left). This feature is useful for quality assurance of the final position ahead of executing the valve operation(s). For example, if the Planned Operation is to change the valve 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.
Export plan to PDF or share it with others
If there is a need to print out the valve management planned operations plan(to follow along offline or, if really needed, record valve operations manually for later upload to ValveTrack), click the button Export to PDF.
The PDF will give overview of the plan details (who created it when etc.) and parameter legends for the columns shown. The PDF will have two rows - one that is 'read-only' and one that is 'manual input'. The light grey colored row on the top is the read-only and no manual input will be required in this row. All manual inputs will be put in the white-colored row below the light-grey row. This row is later used to update ValveTrack with the same data information for the specific valve operation.
If the option is to hide the 'Last final position column' when the Export to PDF button is clicked, then the report will also not contain the last final position column
Executing the Planned Operations in the Plan
The plan is now ready to be executed by adding logs as the valve operations happen.
Click the + icon to add a new log.
In the log form, confirm valve positions and record key parameters such as:
Breakout Torque
Max Running Torque
Actual Turns
If any issues occur during the operation, add a description of the issue for future reference. The issue comment will be visible on the relevant individual valve's overview page in the Valve list section.
Include any desired or relevant document references and comments.
Attach images showing the valve “As Found” and “As Left.” If ValveTrack is accessed via a hand-held device, there is the option to take a picture directly from the hand-held device to be uploaded to the log. Alternatively save it to the local folder and find the relevant picture from the image gallery on the device (laptop or hand-held devices)
Once all input fields are completed, 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.
Inline Editing of the Planned Operations
Please read the inline editing guide.
Executing the Planned Operations via the Excel process
Please read the Bulk updating Planned operations logs and status checks with Excel guide.
Completing the Plan
Once all the Planned Operations are completed (log added, Done tick box checked and QC name filled out), the plan will be ready for completion.
Fill out the Checker Name and Approver name by clicking the Pen icon
NB: The Checker and Approver name can only be filled out once all the Done tick boxes are ticked.
Once the Checker and Approver names are filled in and saved, the button 'Mark as "Completed"' becomes active and can be clicked
All completed plans will appear under the Completed sub-section.
The History button will open up the audit window detailing who has done what and when. The user name shown in all audit histories will be based on the email used to sign in to ValveTrack. So if the email domain is a shared email, for example: projectengineer1@xyz.com, then the user name will be ProjectEngineer1 and the company will be based on the xyz.com domain.
All Completed plans can still be shared digitally by the Share link button and printed with the Export to PDF button.