Tying PLSS Schedules to Upcoming Events

All PLSS Schedules can be linked to a Planned Event. This is extremely helpful when packaging Schedules that will be done during a turnaround (TA) or similar event.

If a Schedule is linked to an Event, the Schedule’s NID will change when the Event date changes. This also holds for multiple linked Schedules: If the Event date changes, the Site Administrator only needs to change and Approve the Event date in IMS and the NIDs of all the linked Schedules will then automatically be revised to the new date. Note: The default configuration is for the Site Administrator to control the addition and editing of Events since with a CMMS (e.g. GSAP) interface all related Schedules will be influenced. These then also need to be adjusted on the CMMS side.

A Schedule may also have other dates (e.g., the User Date) taking part in the NID horserace. In this case, the most conservative NID is always selected. Thus, only if the TA date is the earliest date in the horserace, will the NID be the same as the TA date.

Reviewing Planned Events

Planned Events (e.g. Next Opportunity, Pit Stop, Turnaround, Statutory Inspection) are registered on each processing Plant or Unit. You will find all Planned Events in the on Plant and Unit Level in Settings\Company\Toplevel.

Each Planned Event has an Event Date.

Linking Events when creating Schedules

To link an Event to a Schedule when it is being created:

• Click the search icon in the Event Date field to find the applicable Event. Note: Only the Planned Events for the Unit to which the Schedule belongs will be shown.

Click the search icon in the Event Date field.

In the example below the Inspection, Schedule will be linked to a TA date.

• Click on the Settings button in the upper right corner to see available Planned Events for the Unit to which the Schedule belongs.

Click on Settings to see available Planned Events for a Unit.

• Select Company and then Toplevel.
• Click the arrow to open the Location. 
• Click on the applicable Unit.

Click the arrow to see all the Units of a Plant, and select the Unit.

• Click on the Planned Events tab on the right. 

Event Status "OPEN" indicates that all attached Schedules have not been completed.

Click on the Planned Events tab.

• Fill in the Schedule details and link the Event to the Schedule in the Event Date field.

Link the event to the field Event date.

Linking Events later (Editing Schedules)

To link an Event to a Schedule when in Edit mode:

• Click Edit (see Approving, Editing, and Deferring PLSS Schedules.
• Click the search icon in the Event Date field to find the applicable Event. Note: Only the Planned Events for the Unit to which the Schedule belongs will be shown.
• Click Save when done.

Click the search icon in the Event Date field.

Important

A Schedule must always be Approved after being linked to an Event (see Approving, Editing, and Deferring PLSS Schedules).