TAT

This online manual explains: How to interpret and use the Turnaround Technologist (TAT) module in IMS. Technologist scope, encountered during Turnarounds, applies mainly to 3 main types of Equipment: Columns, Vessels & Reactors, and Heat Exc...

To use the TAT module, you need to have a TAT role assigned in IMS. (This is done in the Security Settings ). If multiple Roles are assigned to a user, the highest Role will always win.  For more information on the TAT User Roles and their as...

The General TAT Workflow to follow is: The general TAT Workflow. The hierarchy (FLOCs and Equipment) is inherited from IMS.  The Turnaround (Planned Event) should already be in IMS. See Reviewing Planned Events in Settings Sched...

The IMS navigation is set up in the following way (see the figure below): 1. Site name 2. Settings menus 3. Main menus a. Hierarchy filtering b. Filters c. Search d. Toolbar e. Main grid 4. Dashboard 5. Custom queries 6. Feedback Nav...

All Equipment is listed in the Equipment Main Screen (Grid List). Here you can also find your specific TAT Equipment by using the Scoping bar and Filters. Also see IMS Main Screen (Grid List) . Show all Available Items To show all available items...

Previous Turnaround findings have been captured in the Equipment’s Condition histories. You can thus use the ECHs to review the previous Turnaround findings. To review previous TA findings: Go to   the Equipment  Main Screen (Grid List...

To Schedule Equipment for a Turnaround, you need to link the Equipment to a Planned Event . Note : Planned Events are managed by PEI, so first review the existing Planned Events before creating any new ones. This can be done in the  Plan...

After the TA Schedule has been created (see Scheduling Equipment for a TA ), you need to create an Equipment Condition History (ECH) for the TA. This is where the Turnaround findings will be captured. This way it can again later be reviewed (see R...

After the ECH has been created (see Creating an ECH ), the Schedule can be credited to generate the required Checklists. To credit the Schedule: Go to the ECH details section. Take note that the ECH is not yet connected to the Turnaround, i.e.,...

After the ECH has been created (see Creating an ECH ) and the Schedule credited (see Crediting the Schedule in the ECH ), you can start capturing the Turnaround findings in the ECH. 1. Filling in the Checklists First, you must select the desir...

When the ECH is filled in (see Capturing Findings in the ECH ), you can generate a Discovery Work Request form for your Equipment. Opening REPAIRS PLANNED Questionnaires To open the REPAIRS PLANNED questionnaire: Open your Equipment Condition H...

When the TA Discovery Work Request is Approved (see Generating a Discovery Work Request Form ), you can create a CAIR. To create a CAIR: Open your ECH details page. Scroll to the Inspection data and codes section. In the REPAIRS PLANNED co...

When the ECH is complete, it must be Approved. If applicable, you can first do a level 1 Approval. The ECH will then still require Final Approval. To do a Level 1 Approval: Open your Condition history details page. Go to the Approval  sect...

You can review the progress of the ECHs in the Dashboard. Review progress in the Dashboard To review the progress in the Dashboard: Click on the Dashboard main menu. If not open, in the upper left corner, click the dropdown and select the “Tu...