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IMS Planned Events
  • 09 Aug 2024
  • 4 Minutes to read
  • Contributors
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IMS Planned Events

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Article summary

This online manual explains how to create and use Planned Events in IMS.

A Planned Event can have one of several types: Turnaround, Next Opportunity, Campaign, Pitstop, etc. Planned Events have an Event Date. Multiple Schedules of any type can be tied to a Planned Event. This can happen from the Schedule Details Page, or from the Planned Events Details Page. From the Planned Events Details Page, you can also create ECHs in bulk. You can also link Schedules to Planned Events through Bulk Import via a template (see Scheduling Equipment for a TA (TAT module)).

Schedules are normally created on the Equipment level. They can be tied to a Planned Event, which can be created either at the Plant or Unit level.Schedules, e.g., Inspections, are normally created on the Equipment level. They can be tied to a Planned Event (that is created on the Plant or Unit level).You can go to the Planned Events Main Menu or Settings\Company\Planned Events for an overview of all Planned Events.

Enabling the Planned Events Main Menu

If you do not see the Planned Events Menu, you can enable it in My Account.Check the Planned Events, to see this Menu in IMS.

Planned Events Main Screen

The Planned Events Main Screen (grid) shows a list of Planned Events. From here new Planned Events can be created and you can navigate to the Planned Event Details Pages. The scoping bar and filters can be used to trace down the Event you are looking for.

The Planned Events Main Screen (grid).

Creating Planned Events

To create a Planned Event:

  • Click the + button.
    Click + to create a new Planned Event.
  • Select a Location and Event Type. Add an Event End Date and a Description.

By default, the Event Status will be OPEN. Only OPEN Events will allow adding Schedules to their scope.

Deleting Planned Events

To delete a Planned Event:

  • Click x Delete.

To delete a Planned event the following requirements must be fulfilled:

  • The Planned Event must be INACTIVE.
  • It cannot have a Schedule assigned to it.

Additional PLSS logic:

  • To delete a Planned Event in PLSS, it cannot be connected to a piece of Equipment.

Additional SIS logic:

  • To delete a Planned Event in SIS, it cannot directly connect to SIF Analysis, Analysis Design, LOPA, or HAZOP.

Approving Planned Events in Bulk

To Final Approve multiple Planned Events from the Planned Events Main Screen:

  • Select applicable Planned events from the grid.
  • Click the Bulk Approve button in the Toolbar.
Select the Planned Events you want to Approve and click Bulk Approve button in the Toolbar.
  •  Review the selected Planned Events in the pop-up window.
  • Click Approve Planned Events.

Planned Events Details Page

When on the Planned Event Details Page, you can add Schedules, and Equipment without Schedules, to the Planned Event scope. For this, the Planned Event must first be Approved.

Approving the Planned Event

Planned Events require Approval, both for new events and for modifying existing events. Before the event is approved, you cannot add Schedules or Equipment to its scope.

To Approve the Planned Event:

  • Click Approve.

Click Approve.

Planned Events can also be bulk-approved. This is done via Settings\Company\Planned Events.

Assigning Schedules to Planned Event Scope

Any active, uncredited, non-default Schedules for the applicable Plant/Unit can be assigned to the Planned Event scope. Note:  It is not required for Schedules to be Approved, as the Planned Event does not take part in the Schedule's horserace.

To link a Planned Event to a Schedule:

  • Go to the Schedules section.
  • Stay on the Schedules for Event tab.
  • Click the Assign Events to Schedules button.
  • Select the desired Schedules.
  • Click Apply Event.

Click to add Schedules to the Planned Event's scope. 

To see only the Schedules close to the Planned Event date:

  • Click on the Planned Events Candidates tab.
Click the Planned Events Candidates tab to see the Schedule due in +/- 3 months from date of the Planned Event. 
  • From here you can also click the Assign Events to Schedules button to assign selected Schedules.

Adding Equipment to Planned Event Scope

To add Equipment without Schedules to the Planned Event:

  • Click on the Equipment without Schedules tab.
Click on the Equipment without Schedules tab to add Equipment to the Planned Event’s scope.
  • Click +Add Equipment to Scope.
  • Select the Equipment.
  • Click OK.

Creating ECHs in Bulk

ECHs can be created for all Equipment in the Planned Event’s scope (one ECH per Equipment): After the Schedules have been added (and Approved), multiple Schedules can be selected from the list and credited. ECHs will be created for all the selected Schedules and listed in the Condition history section.

To create ECHs for linked Schedules:

  • Click on the Schedules for Event tab.
  • Select the desired Schedules.
  • Click on Credit Schedules.
Select (multiple) Schedules and click Credited Schedules.

One ECH will be created for each Equipment and will be listed in the Condition history section.

To create ECHs for linked Equipment without Schedules:

  • Click on the Equipment without Schedules tab.
  • Select the desired Equipment.
  • Click Create Condition Histories.
Click Create Condition Histories. 

One ECH will be created for each Equipment and will be listed in the Condition history section.

Approving ECHs in Bulk

The ECHs in the scope of a Planned Event can be approved in bulk from the Planned Event Details page. 

To approve the ECHs in bulk:

  • Click on the Planned Event ID in the Planned Events Main Screen (grid) to open the Planned Event Details page.
  • Scroll to the Condition history section.
  • Click on the Check button above the grid.
  • Select the ECHs you want to approve in bulk by ticking the check box on the left in the popup window. 
  • Click Approve or Disapprove to approve or disapprove the ECHs.
    Click on the Check button above the grid and select the ECHs to be approved or disapproved. 



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