Job Scope

When a Job is created, its Scope is defined by adding/removing Flange Connections (Grayloc or Flange Equipment) to/from it.

Adding Flange Connections to a Job

Flange Connections can be added to an existing Job from two locations on the Job Details Page. See the table below for details.

After completing the step above, the Assign to Job dialog will pop up. Next:

• Select the Flange Connections that you would like to add to your Job’s Scope.

• Click Save.

Your selected Flange Connections will be added to the appropriate Flange or Grayloc Scope grids, depending on the equipment type.

Note:

Jobs in FCM are considered to be a self-contained entity. Within a Job, Equipment Details can be edited without affecting the original Equipment, and without impacting other Jobs which include that Equipment.

Conversely, when Flange Connections are added to a Job, the Job relies on the Equipment Details in effect when the Equipment was added to the Job. i.e.: the Job will not be updated with any changes made to the original Equipment after being added to the Job.

FC Status

When a Flange Connection (FC) is added to a Job, IMS checks if all Tightening data and Recommended Specs are entered. For every FC, IMS shows a status based on the entered data.

Possible FC statuses:

• "Ready" (all ok) – all Recommended Specs and Tightening data are entered

• "Ready" (warning) – Recommended Specs are missing, but Tightening data is entered

• "Data is missing" – Tightening data is missing

The Job cannot be Approved until, at least, the Tightening data, for all Flange or Grayloc Equipment, in Scope, is entered.

 Job Specific Information

The Job’s Scope Section shows each FC’s Tightening data and Recommended Specs. There is also some additional Job parameters that can be Edited.

To Edit the data in the Job Scope:

• Go to the Flange Scope / Grayloc Scope section.

• Click the Edit button.

Note: Once a Job has been Approved, you will be unable to change Job parameters.

• Edit the data.

• Click the Save button when done, the Cancel button to discard your changes.

 Editable information fields for Flanges are:

• Strategy (see Creating Flange and Grayloc Equipment)

• Hot Bolting 

• Half Bolting

• Tool (search the Bolting Tool list)

• Grounding

• Blinding

• Blind LOTO

• Oxygen

Editable information fields for Graylocs are:

• Strategy (see Creating Flange and Grayloc Equipment)

• Clamp Size

• Heat Trace LOTO

Note: Bolting Tools can also be assigned to one or more FCs by clicking the Assign Tool button. See Section 8 for more information on Bolting Tools.

Exporting a Workpack, Generating Reports and Printing Labels

You can use the export button to export an FCM Workpack.

FCM Workpacks include information such as Flange name, Flange location, Strategy, Flange size and rating, Gasket type and material, Job description, etc. This can also be done in bulk from the Jobs or Protocols Main grid.

You can also use the export button to export individual Protocols (rows) form here.

You can also use the Report button and Print Labels button after selecting the desired Equipment from the Flange or Grayloc Scope Grid List.