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IntelliRegs User`s Manual - Process Data Control Corp.

1. Header Selection Select date to print on forms equipment filter if any and OP UA form submittal ID if filter is desired and applicable to your report selection Tab Selection Select the tab of the desired report grouping and check report checkboxes for reports wanted then select the RUN SELECTED REPORTS button This User s Manual section reviews each tab report group See User s Manual Section 3 for example printouts of all reports Section 2 Permit amp Applicability Operation Instructions Page 2 66 K1 Equipment Reports m m Li E Ej E j m x Run Selected Equipment Report s v Equipment Management Reports are run from the tab screen which appears after selection of the Equipment Tab See printed example reports in Section 3 for each report Al A2 A3 A4 A5 A6 and A7 Section 2 Permit amp Applicability Operation Instructions Page 2 67 K2 TX OpUA Reports E T Bz a re TB 1 BE B M B6 E 5 B Unit Attribute and Applicability Management Reports are run from the tab screen which appears after selection of the TX TCEQ OpUA Tab See printed example reports in Section 3 for each report B1 B2 B3 B4 B5 B6 B6A 2 B7 and B8 Section 2 Permit amp Applicability Operation Instructions Page 2 68 K3 CM Knowledge Base Reports on the data in the read only connected version of the Wizbase mdb IntelliRegs Knowledge Base database The Wizbase mdb is u
2. _ _ _ ______ RegFullT ext amp Component Tasks Status Count Matrix Report By Group SubPart All reports to Preview mode RegFullT ext amp Component Tasks Status Count Matrix Report By RegSection a Pte print Citation Regulation Full Text Report Complete Text 8 Citation Regulation Full Text List 1Line Partial Text a Components Master Generic Tasks Key Attributes _ _ _ gt Tj Historical Citations Archive of Priot Yersion Regulations Stored only for Citation versions utilized by PDC Compliance Systems for which history needed Section 6 Task Definition Development Operation Instructions Page 6 40 C Task Definition Menu Bar Selected Operations This section of the User s Manual reviews Task Definition operations selected from the IntelliRegs Menu Bar These selections are made from the drop down list available at the TaskDefs Ops menu item IntelliRegs 7a PDC InWork E g DS Format TEXAS Permit RegOps TaskDefs Ops Admin Ops Window Help Oh TaskDefs Reports TaskDefs MainOps rN Advanced TaskDef Filter Ops OF TaskDefs Merge Split E TaskDefs Export 3 TaskDefs Utilities D RMOC amp Master DB Adds or Updates H Historical Citations RegText Tasks Libraries Add Edit Note See Section 4 B of this User s Manual for the TaskDefs MainOps selection Task Definition M
3. A All components shall be fully covered or be equipped with water seal controls For any component equipped with water seal controls the only acceptable alternative to water as the sealing liquid in a water seal is the use of ethylene glycol propylene glycol or other low vapor pressure antifreeze which may be used only during the period of November through February For any process drain not equipped with water seal controls the process drain shall be equipped with a gasketed seal or a tightly fitting cap or plug Ny Record 14 4 J S71 gt gt t r of 1238 3 Historical Citations for Compliance Plan J loj x gt New CitationNumber 115 14201 14 I Is New Citation Deactivated New Text ersionD ate fi 17 2003 Prior CitationNumber 115 14201 A RegChgMgmtProgram PDC Yr Otr RegMOC Prior Text ersionD ate fia 8 1999 Archived DateTime 10 8 2004 Prior Regulatory Text A All components shall be fully covered or be equipped with water seal controls Record 14 4 II 1 gt gt t gt of 1 Filtered 7 Section 9 Tips Page 9 1 This feature is especially useful on the OpUA forms where multiple windows are employed If you open several windows and cascade them you only have to click on a window to bring it to the front If you are clicking on several windows in succession and lose one simply go the Windows menu and cascade them again IntelliRegs 6 0X 3 2004 10 08 PDC Testing Exit f A DS For
4. Section 1 Introduction amp General Instructions Page 1 4 About IntelliRegs The IntelliRegs Version amp Connections Information screen as shown below identifies the IntelliRegs version number Knowledge Base version date and the connected IR datafile During any support call PDC will likely request this screen be opened and reviewed amp IntelliRegs ersion amp Connections Information In Use Module Versions Versions In Use Module File Module Name Report Version Date XintelliRegs Mde IntelliRegs Program Executable m Version 7b2 A2 5 18 2006 amp WizB ase Mdb Knowledge Base Data Module 05 17 2006 IR_ Mdb Facility Title V Applic and Regs The IR _ Mdb file remains at user location The database structure is updated if required by the IntelliRegs program diring the first connection of a new program version User is notified of any DB Modifications made ie Licensed users are notified by Email of Program and Knowledge Base and RMOCIT Master Goto PDC Webpage To Review revisions updates New version files are available for download from www pdecorp com Revision Info and Download Select the IntelliRegs Updates button at the PDC s main webpage then select file s UpGrade Files if Needed IntelliRegs Connected Database Files Mdb MSAccess DB Files Currently In Use IR_ Title _Applicability RegT ext and TaskDefinitions FACILITY database CAINTELLIREGSUR_Testing_ 7b2_A2 mdb Licensed PD
5. Status Agency RegSection Citation 1 LineText F RegChaMgmtProgram Status Agency RegSection Citation Complete Text T z KeyWords Report _ _ Search Order f Name Order Run Selected Citation KeyW ord R n f Reports M Preview Before Print Ctrl P Print See Section 5 Task Definition Attachments for example reports generated from the Task Definitions Report screen Note The report generator will print all selected reports If the Preview Before Print is checked then the reports will appear for screen preview At screen previews press the lt Ctrl gt key and the letter P at the same time to prompt the print selection screen If the Preview Before Print is not checked then selected reports will be sent directly to the default current windows printer IntelliRegs Citations T askDefs Exports Reports MainFilter All ReportT ypes Filter s For Indicated Reports Blank Yalue ALL Not Filtered Citation Group Subpart J be Citation Wildcard RegAgencyChapter Close Reports Screen Citation FullText amp KeyWords Reports Components Task Definitions TaskDef Exports History Custom Special Component T asks Reports Tasks Filter Optional MainFilter Components Listing Report I IsA Task Yes Components Summary Repot 7 EditStatus Code 1 2 3 4 5 or 6 Components Key Attributes E T Edited After Last TaskDefinitions Export
6. Record 14 4 1 gt gt t rx of 6 Record 14 4 485 gt gt t D of 1373 The SmartParse Keyword Findings data is read only and reports all keywords found within the broken out Component Task text In the example screen shown note that a number of keywords were located within the task text This indicates that a number of attributes will probably be entered for this Task Note also that the highest ranking keyword inspect is a monitoring keyword so the task was initialized by the SmartParse process as a Monitoring task Of course the Task Type can be changed if needed Section 6 Task Definition Development Operation Instructions Page 6 27 B5 Advanced Task Definition Operations Optionally you may choose the Advanced Task Definition Operations rather than use the Component Task screens shown in Section B4 Use B4 To Add Task Definitions such as add sequence 04 task when 3 are existing Use B5 1 When selection of Tasks by property values is important to focus changes or reviews on particular citations To refine tasks as Company Custom tasks 2 When SQL type changes are to be made over more than one Task definition 3 To employ user comments and codes in the selection and or updates of tasks 4 To designate Task definition status and select or report based on that status The Advanced TaskDef Filter Ops screen is accessed from the TaskDefs Ops menu IntelliRegs 7a PDC InWork gh DS Form
7. Section 6 Task Definition Development Operation Instructions Page 6 36 B7 Import Master Data and Regulatory Management of Change RMOC Use of the IntelliRegs Regulatory Management of Change RMOC screen is by licensed subscribers to the PDC Regulatory Management of Change RMOC service Each licensee is provided a License Number that is entered to authorize screen operations Select RMOC amp Master DB Adds or Updates from the TaskDefs Ops menu to open the Regulatory Management of Change RMOC Connect amp Update from IT Master Database form amp IntelliRegs Regulatory Management of Change RMOC Connect amp Update from IT Master Database mi Oo x Add and Update Citation FullText and or Task Definitions System Administrator user level From the PDC Regulations Management of Change RMOC Master Database Master Updates Info PDC Regulations Management of Change RMOC database file CAINTELLIREGS IT_Master_xxx_yypy mm dd mdb Use Browse to select IT_Master Mdb Must be a valid IT_Master AMOC database file RMOC Master Database Regulatory Management of Change RMOC License Code Submit License Code Option selections and RUN RMOC will be enabled upon submittal and approval of your RMOC License Code Designate the Regulations Managenment_of Change RMOC database file Select an IT_Master mdb datafile using the Browse command button All Master files begin with IT_Master are MDB fi
8. amp IntelliRegs RegText Task Ops Libraries Main Form Select to Add_Edit or Delete from IntelliRegs LookUp Library data Regulatory Agency Chapters Assigned to Citation FullText or Historical Citations Beg Agency Chapter Required assign for each Citation FullText and Historical Citation record DataEntr Examples US EP4 40CFR TX TCEQ 30 TAC plus user defined values OpsActivity Define OpsActivity Parent Hierarchy and Class Property Values OpsActivity OpsActivities are optionally assigned to Component T askDefinitions Descriptions hierarchy DataEntry and attribute values are assigned at the library data entry form OpsActivity Review and Reports Reg Agency Chapter Reg Agency Chapters identify the Regulatory Agency Chapter for Citation numbers used in the IntelliRegs system By specifying the RegAgency Chapter similar numbers used by different regulations may be used preventing unknown or ambiguous references of Citation numbers Special US EPA 40 CFR and TX TCEQ 30 TAC RegAgency Chapters Two RegAgency Chapter numbers are already established for the IntelliRegs database and are not able to be edited or deleted These are the US EPA 40 CFR and TX TCEQ 30 TAC RegAgency Chapters Note that Citation numbers such as 60 112 b that are members of the US EPA 40 CFR RegAgency Chapter do not require a prefix such as 40CFR in IntelliRegs Note also that Texas regulations such as 115 23 a that are members of the TX TC
9. IntelliRegs User s Manual IntelliRegs Product Information Installation and Usage State Forms Preference Texas Users Version Process Data Control Corporation Copyright 1994 2009 PDC Corp All Rights Reserved IntelliRegs User s Manual Section IntelliRegs Introduction amp General Instructions cc eee l Permit amp Applicability Operation INstructions ccccccccceccccccestettceeeeeeeeees 2 Report Examples amp Attachments 3 Unified Operations Operation INStructiONS cccccccccceccceceteteeeeeeeeeeees 4 Report Examples amp Attachments ceee 5 Task Definition Development Operation INstructions cccccccccceccsceeettttteeeeeeeeees 6 Report Examples amp Attachments 7 Program Administration Operation INStructiONS cccccccceeececeseteeeeeeeeeeeees 8 Tips White Papers Procedures Additional Documents PT OCC CUE eo e E E 9 IntelliRegs User s Manual IntelliRegs User s Manual Section 1 Introduction amp General Instructions The IntelliRegs program was created and is maintained by Process Data Control Corporation PDC The program s first versions two separate programs Regulatory Wizard and IntelliTask were released in 1999 In Fall 2000 these two programs were merged into the IntelliRegs system The IntelliRegs program and databases are updated by PDC on an as required basis to refle
10. ax gt Dataset PDC Testing MAIN Data Note m OSUM Info Accountt PDC4697 DataSet Field NoE dit here OPSUM Header Data Permit DataSet Field NoEdit here Area Name DataSet Field NoEdit here UnitID A7_F300D z ss IREquipRefiD 555 Unit Identification Unit Name Main Storage Tank Indicator _ RevisionNo I Unit OPSUM Row Data CAM TAC 116 106 pass Title ie NA N014M1 Applicable Form OP REQ2 TNRCC ene Group ID I Adjustment Process ID El Plant ID z Date Created 3 1 2006 Last Edit Date 3 1 2006 _Close Form Record 14 1 gt if gt of 339 Filtered Creation of an OP SUM dataset adds data rows for each Equipment OP UA data row which meets the user designated dataset filter conditions i e FacArea SubmittalID Following the automatic generation from the TV ARCHIVE Create Refresh screen you can edit TAC 116 106 and Title I data and Group Process Plant ID values as required You will also want to add records for any OP UA form data not in IntelliRegs i e Fugitive UA 12 data and also add Sitewide records After making edits and additions to the OP SUM dataset on the the TV ARCHIVE Review Report Efiles tab print the OP SUM form and create the EFile submittal file Section 2 Permit amp Applicability Operation Instructions Page 2 39 OP REQ2 Pre EFile DataSet Data Review Edit and Add New Operations 6 OPREQ2 Dataset Data Ent
11. base citation to designate multiple paragraph applicability is correct only for and data never for or data IT_AppReg_Tasks Doc 12 21 1999 IntelliRegs User s Manual Section 7 3 Task Definitions Attachments Flow Diagrams Documents in this User s Manual section provide additional information regarding the flow of Task Document processing or program operation flow This section may be revised to add or revise its contents Licensed IntelliRegs users will be sent updates of this section when revised Section Document RefID Document Title Summary Contents Filename Type and Author Date 5 3 1 IntelliRegs Operations Flow Detailed View 1 Pg Oct 1999 Operations and Data Import Export Flow including Update from Master Management of Change RuleParse Import Export for IT Datafiles and TaskTrakker Export By Richard Wiand IT_Flow1 Ppt 5 3 2 IntelliRegs Data Flows 3 Pgs Oct 1999 IntelliRegs TaskTrakker data flow diagrams By Jerry O Brien 5 3 3 IntelliRegs Task Development Process 1 Pg July 2000 From agency citation text to TaskTrakker ready task Summary process flow By Richard Wiand Section 7 3 Task Definition Attachments Flow Diagrams IntelliTask Operations Flow Legend ce Read Only lt Write Only lt gt Read Write x Write to Log Master Citation amp IntelliTask Program Components Tasks IntelliTask Mde Database ASCII Text File of Latest Regulation Document IT Master Mdb Re
12. gt t rx of 6 Record 14 4 485 gt gt t D of 1373 1 Users may employ these custom fields in ways including but not limited to the following Assignment to Role Person for review action Enter name or role into TaskDefinition Status Code 2 Track review and approval status for Company Customized task definitions using the User Assessed Status Number Note that Advanced Component TaskDefs enables selection by lt gt etc for this numeric field 3 Enter key words into User s Edit Comments to enable special selection of tasks such as Flare or RCRA or SouthPlant or RequiresMOCPreView Section 6 Task Definition Development Operation Instructions Page 6 26 B4g Key Words The Key Words offers a review of the key words found based on the selections made at the Review Edit Keywords screen Description amp Frequency Methods amp Limits Responsible amp Repository Other Task Attributes User Status Info KeyWords MOC If Smart Parse created the Component then keywords history is filed into the Found and First Keyword fields Smart Parse Keyword Findings KeyWords Found operat day daily First KeyWord operat MN Basis for This Component TaskDefinition Editable Note should be a substring existing within the latest Citation FullT ext fii by a daily notation in the flare operation log that the flare was observed including the time of day and whether or not the flare was smoking
13. 1 Select the OPSUM button in the Review Edit COMPARE area to open the review edit data entry form screen amp Data review edits for TX_SUM_COMPARE gt Edit COMPARE data with care R Reported on TCEQ OpSUMR Edit Form Legend DatasetName NONFUG2_VS_3 Created Date Time 0370272006 5 08 36 PM Unit Action Indicator R B z TCEQ A Add D Del C Chg or Blank LastE dit Date Time 0370272006 5 09 45 PM Revision Number R f2 TCEQ Revision Number or blank PDC ChangesCode Pha z Optional Edit changes note to more fully document OpSUM change PDC Changes Note Unin Renumber to 35 00014 OPSUMR Reported Prior Later Values Compare Analysis TechDetail Data Prior DataSet Later DataSet EquipRecID 297 UnitIDNo Reported OpSUMR Page 1 Reported OpSUMR Page 2 R 135 00014 Group Al R JOP UA14 Group ID R JGRPKRWSEP B fold Solvent Column Feed Coalescer Process Al_ B T x Process ID R R JNSR 55624 Plant Al R JNA NOO6 Plant ID Record 14 q jI 1 gt gt a r of 100 Filtered amp Data review edits for TX_SUM_COMPARE gt Edit COMPARE data with care R Reported on TCEQ OpSUMR Edit Form Legend DatasetName NONFUG2_VS_3 Created Date Time 0370272006 5 08 36 PM Unit Action Indicator R Jc x TCEQ AsAdd D Del C Chg or Blank LastEdit Date Time 0370272006 5 09 45 PM Revision Number R 2 TCEQ Revision Number or blank PDC ChangesCode Pha b Optional Edit changes note to more fully document OpSUM change
14. 2 If RMOC maintained PDC RegMOC then Compare latest AMOC Master DB version to IR Facility database version and 2a If version not changed record latest RMOC RegReview date RegSectionEffectiveD ate CMPT estD ate is unchanged 2b If version change then perform updates to Citation_FullT ext Historical Citations and Citation Component T asks 2b 1 If TaskExports or Applicability for the Regulation then archive prior version s into Historical Citations table else no history archive 2b 2a If Appliclmpact 0 and ComplyActionlmpact 0 and not Renumber then set TaskDefs and Applicability as OK 2b 2b If Appliclmpact gt 0 or Comply4ctionlmpact gt O then set TaskDefs and Applicability for MOC Pending 2b 3 lf RENUMBERED then set for special Citation insert replace update renumber processing Loop up to 10 processes 2b 4 Revise the Citation_FullT ext data to new version values CMPTextVersionD ate RegT ext RMOCDate RegSection Date 3 Log the Version Review and Update action into the session log to next Regulation END Note that Citation t version updates will set Task Definitions of the Citation into MOC PENDING status Use TaskDefs Advanced Operations to identify review RUN RMOC Citations Update revise and approve MOC PENDING Task Definitions Section 6 Task Definition Development Operation Instructions Page 6 50 The RMOC Version Updates tab automatically performs the Regulatory Management of Change updates This includ
15. 3 Begin the data entry of each Attribute with an action verb where possible such as Submit Monitor Report Repair Maintain Notify REASON Items will be more easily found on drop down lists 4 Follow standard word usage patterns such as VERB NOUN ADVERB or ADJECTIVE e g Repair Valves that are determined to be leaking REASON Ease of understanding task assignments 5 Standardize the use of List Phrases e g valves pump seals and flanges REASON Ease of understanding task assignments 6 Standardize references to external guidelines SOPs and standard methods such as Method 9 AP 42 SOPs Regulation 7 REASON Ease of understanding task assignments and possible future use of a search routine to find instances where specific phrases appear in task lists 7 Standardize references to When Required Conditions such as Start up Accidental Release REASON Ease of understanding task assignments and possible future use of a search routine to find instances where specific phrases appear in task lists 8 Standardize references to Compliance Data Repository such as Maintenance Logs DCS Operator Logs Start up Checklist REASON Ease of understanding task assignments and possible future use of a search routine to find instances where specific phrases appear in
16. 4 Revise the Citation_FullT ext data to new version values CMPT extVersionDate RegT ext RMOCDate RegSection Date 3 Log the Version Review and Update action into the session log to next Regulation END Note that Citation version updates will set Task Definitions of the Citation into MOC PENDING status Use TaskDefs Advanced Operations to identify review RUN RMOC Citations Update revise and approve MOC PENDING Task Definitions From the RMOC Import AddNew tab you may add citation Full Text and optionally Generic Task Definitions from PDC s library You may choose to add only citations for which you have already established applicability or citations for which the applicability will be defined at a later date These may be filtered for a single citation such as 60 110b a a citation and all it s subcitations using a wildcard such as 60 110b a a single Reg section such as 60 110b or a citation Subpart such as 60Kb Please be aware if you choose a Subpart or even some Reg sections this may add a very large number of citations to your database If Generic Task Definitions are added from the Master database you can then tailor the descriptions and task attributes to your company specific needs RMOC Version Updates FMOC Import AddNew RMOC Session Log Reports RMOC Master DB Reports l Import Add New Regulation FullText and Optionnally Also Import Generic Task Definitions from the PDC Regulation
17. A FacArealD value will be locked and cannot be changed and the Facility Area record cannot be deleted if any Facility Equipment is linked to the Facility Area PermitlD Facility Areas Permitted Area with PermitID and Key Regulatory Attributes for a Permit Areald AreaName Fac Area ID PermitiD gt MAIN MAIN PDC4697D MAIN Facility Navigation Record 14 4 Ii 2 gt ou r of 2 For general information on IntelliRegs data entry add edit delete etc see Section 1 General IntelliRegs Data Entry Instructions Facility Data Entry Enter a value for all presented cells FacilityID TCEQ account number 7 characters wide all capitals FacilityName TCEQ account name for facility Max 50 wide RN Number TCEQ Regulated Entity Number This replaces the former account number CN Number TCEQ Customer Number Unique number assigned to company that applies to all facilities and sites County Select from county drop down list or type in county if not on selection list State Type in the two letter abbreviation for the state NonAttain Select from non attainment drop down list or type in if not on selection list MajorNox Y Yes or N No for Facility Facility Area_ Data Entry Add Facility Areas for all areas to be reported Areas in the IntelliRegs program should refer to the actual Title V Permits groups Use OpDUP for department business unit assignment or may be process units that will be combined
18. Add Negative Applicability notes for OP REQ2 form Reason 3 Add Negative Applicability citation and notes for Equipment direct negative applicables Special Regs adds of type 1 and 2 above can be viewed and also added from the Equipment OP UA data entry operation See User s Manual Section 2 C4 Special Regs adds of type 3 can be viewed and also added from the Equipment OP REQ2 Tab data entry operation See User s Manual Section 2 C5 The TV SpecialRegs Fast data entry provides for review and data entry of all Special Regs for all equipment items for OP UA or direct data Note A FDNo 0 indicates a direct Special Reg not referencing any OP UA form row A positive FDNo identifies the OP UA row that the Special Reg is associated with for debit and credit of RRT Determined citations The TV SpecialRegs Fast screen enables identical Special Regs for different equipment items to be quickly copied and pasted After pasting the FDNo for gt 0 OP UA reference must be edited to the proper OP UA number for the other copied to equipment item Selection of FDNo can be made from a dropdown list that lists all OP UA forms for the particular equipment item You should always use the dropdown list to insure that the correct FDNo is assigned If an incorrect FDNo is entered at this screen the next screen session will show the Special Reg mapped to the equipment item of the incorrectly entered FDNo Make sure FDNos are co
19. Additional SQL update code may be added to the Advanced SQL Example Code library Caution SQL operations can only be run by Administrator rights level users Extreme care must be followed to see that the updates inserts and or deletes performed by the SQL code are exactly what is intended Contact PDC if there are any questions on use of the advanced SQL feature Run RRT Flow Review Update The Run RRT Flow Review Update is a utility that insures the each OP UA form row s RRT Decision Flow is current and in accordance with the latest version of the OP UA form and TCEQ RRT rules Run this utility after receiving an upgrade to the Knowledge Base WizBase mdb You can also run this utility after performing extensive OP UA data row entry and or edits to insure that all RRT Decision Flow and subsequent RRT Determined citations are correct and current This update deletes all previous RRT Determined citations and completely reprocesses all OP UA form attribute data with the latest RRT decision formulas If any RRT Flows are found to be incorrect then the OP UA data row identification and the first part of the new RRT Decision flow string is recorded into the RRT Flow Update Log table A preview and or printout of the RRT Flow Update Log is selectable from the Utilities screen See Section 3 Item UT 2 for an example printout of the Update Log The Run RRT Flow Review Update should be run at any time the management or dataset creation ou
20. DataSet Description PDC Testing MAIN AreaName AccountNo Regulated Entity No RN123456789 Customer Reference No CNOO0000001 IV Lock DataSet No Edit Add Deletes LOCKED lt lt TCEQ AcctNo Max 7 Chars DataSet may be Locked or Unlocked by SysAdmin or Managers to protect or allow pa een to Palaio to DataSet DataSet Created DateTime 3 1 2006 2 14 46 PM lt lt Can Edit Change Max 30 Chars lt lt Max 150 Chars lt lt TCEQ Max 50Chars TCEQ Permit Number Revision Number Locked by UserID Locked DateTime Se FIR PA 2006 2 15 20 PM IntelliRegs assigned DataSet values not editable DataSetT ype T ARCHIVE Current DataRow Count for DataSet Existing datarows for this Dataset Name Section 2 Permit amp Applicability Operation Instructions OPUA 1348 OPSUM OPREQ2 OPREQ3 Page 2 36 TV ARCHIVE Review Report EFiles Review Title V Archive DataSets for OP UA OP SUM OP REQ2 and OP REQ3 by checking the appropriate checkbox in the Form Print column and selecting the Run Selected PrintOuts button You may also review and or edit the Dataset records directly by selecting the Review Edit DataSet Records button Section 2 Permit amp Applicability Operation Instructions Page 2 37 OP UA Pre EFile DataSet Data Review Edit and Add New Operations 8 OPUA Electronic Data Entry Screen Ble iol x Dataset Eln pereen OPUA Info 1 2 Account PDC4697 DataSet Field
21. Definition attributes Section 6 Task Definition Development Operation Instructions Page 6 33 B5f Advanced Citation Task Definitions Reports Tab Five report formats are available for the Component Task Definitions specified for selection Each report displays the selection criteria and the Optional Report Title anced Citation Task Definitions Filter Update Edit Ops er Conditions for Component Task data entry review then select OpenForm or Optionally also perform analysis of Selected Component Tasks for unique counts and listings Section 6 Task Definition Development Operation Instructions Page 6 34 B6 Export Tasks Data To Compliance Management Program CMP Tasks are exported for use in TaskTrakker from the TaskDefs Export selection on the TaskDefs Ops menu The created ASCII Text file is readable by TaskTrakker or other Compliance Management systems You may elect to export only tasks that have been edited since your last export or all task definitions in current TitleV Applicability database Optionally you may choose to export by Citation SubPart 60Kb Citation Section 60 112b Regulation Category NSR User Defined TaskDev Status defined on the Status amp Comments Tab of the task Ops Activity or Responsible Department You may Preview a List of the Specified TaskDefinitions that have been selected to be exported Check the Clear all existing before new Load Adds checkbox if you
22. New Citation Section amp Text Date Copy Replicate Citation FullText FromExisting to NewReg t From Existing Citation FullT ext CopyTo New Citation FullText Also Copy Comp T asks Contact PDC with Utility suggestions Your ideas are welcome Utility operations cannot be reversed so be sure your selections are correct before running the function It is recommended that you archive your IR mdb before performing any major data deletion activities Additional input cells will be offered upon selection of Scope Filter options which require additional data entry For Citation beginning enter the beginning citation value For Citation Group s Select one or more Citation Groups from a picklist box Section 6 Task Definition Development Operation Instructions Page 6 47 The Copy Replicate Citation Full Text FromExisting to NewReg feature allows a user to copy boilerplate NSR permit conditions and optionally tasks from one permit number to another After choosing the current NSR permit condition from the drop down list enter the new permit condition number and the new permit effective date Then select the Run Copy Replicate Citation FullText button to complete the process You must then go to the Citation FullText Data Entry Form and adjust the Regulation Part Subpart to the new permit number The Last Reg MOC Review Date will have been set equal to the date entered You may wish to change this to the current d
23. NoE dit here Account Area Data ELinet Permittt lt j DataSet Field NoE dit here 1 3 Area Name DataSet Field NoEdit here UnitlD A1_F300D 7 IREquipReflD 555 2 1 UA FormRev UA03 04 05 x 2 2 Form PageNo 3 Note FDNo and Form able for Regwiz Reference Optional Entry FDNo RegWiz UA FormTable TXUASTBLS OOS i 31 Unit ID Ai_F300D UnitiD and Unit Attributes Detail ELine 3 3 2 SOP IndexNo e0KB 1 x 3 3 Unit Attributes Exactly as to 3 3 4 5 Line 3 Element 3 Including quotes commas no spaces PTCD BF3 40K4 2 2 4 0 1FR SU I Date Created B26 Last Edit Date BA 2006 Close Form Record 14 4 iI 1 gt gt t of 1348 Filtered Creation of an OP UA dataset using the TV ARCHIVE Create Refresh screen will make data rows for each OP UA data row in IntelliRegs which meets the user designated dataset filter conditions i e FacArea SubmittalID Following the automatic generation add OP UA form data not in IntelliRegs i e Fugitive UA 12 data and also add Sitewide records After making edits and additions to the OP UA E Source dataset on the TV ARCHIVE Review Report Efiles tab print the OP UA EData report and create the EFile submittal file Printing of the OP UA Forms is done with the B1 report selection Section 2 Permit amp Applicability Operation Instructions Page 2 38 OP SUM DataSet Data Review Edit and Add New Operations
24. PDC4697D EquipID Name 555 41_F300D Main Storage Tank FacArea PDC4697D MAIN RRT Chart TX 60Kb 4 28 05 UnitID Ai_F300D OP UA Line Note DA Profle 03 303 Overrides Submittal DM J RRTFlow amp IDs Special Regs SOP GOF Index No 2 ain nnn niin aa orrstructs i oc Date sista aoa hts E Product Stored ete ia ete i SII Se ISS it Storage Quantity Gallons Enter numeric i e 19000 Storage Capacity Per TNRCC Valid Values List Maximum TYP Quantity Psia Enter the actual quantity amount i VOL olatile organic liquid Maximum TVP Per TNRCC Valid Values WASTE Waste mixture of indeterminate or variable composition Storage Vessel Description Beverage alcohol Record WM 4 T gt ou gt of 1 Filtered 4 Product stored at a gasoline bulk plant 2 5 x PTCD AF3 Petroleum other than crude oil or condensate stored processe CRUD BF3 Crude oil stored processed and or treated PRIOR TO custody 4 CRUD AF3 Crude oil stored processed and or treated AFTER custody trai If a non TCEQ value is typed into a cell a red appears next to that cell and the RRT processing will not continue The above screen shows data entry in the Form view To enter data in a Spreadsheet format select Datasheet View from the menu bar See next page for an example
25. Select One or More Setting Edits to achieve the desired Cu Set to YES if found in WizBase TCEG All RAT Citations DoSmartParse settings Then do final C Set to YES if found in IntelliRegs Facility RAT amp Special Regs Citations view edits in the Quick Review Quick Review Edit yes Only Report of M Show YES Only By Citation Group Do SmartParse DoSmartParse Settings 7 Preview Ctr P Print C By Reg Base No Run Smart Parse Components Creation Process each DoSmartParse es Citation Provision creating one or multiple components c Creati Deletes replaces any existing Components records for DoSmartParse es Citations omponents Creation Keyword analysis based on the current KeyWords table values and attribute settings Run SmartParse I Option Create One Component per Citation with Description First 200 RegT ext characters See Section 5 Task Definition Attachments for DoSmartParse Report Examples The SmartParse Settings Review and RunOps Selection screen enables Global Settings of Citation FullText DoSmartParse to YES or NO based upon the selected settings options In the Set to Yes if found in WizBase option any Citation Provision number which is a definitive citation number of any applicable citation in the TCEQ s RRT diagrams is set to YES See discussions on Applicable Citation Number and Definitive Citations in other User s Manual Sections In the Set
26. into the description field Fill in remaining Task data cells for this citation only if NOT Info item Task Name A 50 wide max entry cell to enter a summary name for the task Tasks for different citation paragraphs can have the same name The small field width has been enforced to use on reports and screens where space is very limited You will want to develop a uniform standard format for your task names or follow the task name conventions as delivered optionally from import of the PDC maintained Citation Master data files Task Type Select a valid TaskType ST MN RK or RP from the drop down list offered Each task must be classified as one of these Task Types according to the applicability of the citation Note Each Component Task record should represent an individual compliance task If the existing SmartParse failed to breakout adequately then manually create tasks for breakout paragraphs as needed or insert atsigns and rerun SmartParse to create additional breakout Component Task records Occasionally a single breakout may represent several tasks and it will not be appropriate to perform the breakout differently An example of such a breakout might be the following Monitor to ensure weekly monthly and annual emission limits are not exceeded In the example above you will probably want to create weekly monthly and annual monitoring tasks for the same broken out citation component task Most users favor addin
27. the external facility database structures are converted to the latest version structures without having to send those databases to PDC or run separate utility files to perform the structure updates The validation of database structures also insures that no runtime errors will be experienced when accessing new or changed data elements because the databases are verified as latest version before enabling program operations to proceed Section 1 Introduction amp General Instructions Page 1 11 The IntelliRegs Main Startup Window Proceed Connect or Quit Following successful startup the IntelliRegs Main Startup Window will be presented as shown below lintelliRegs Startup Screen IntelliRegs IntelliRegs Ops Information _ Equipment Citation Applicability Title V and MultiMedia Permits and Revisions ___Quit NoRun IntetiiRegs Expert System Regulations Text and Compliance Tasks Definitions Development Current Connected IntelliRegs Databases and RMOC Status IntelliRegs Databases Directory F DEVELOPINTELLIREG S APPDEV_2006 Facility s Title Applicability RegText TaskDefs Database IR_ COMPANYNAME V _0 MDB IntelliRegs Knowledge Database ReadOnly WIZBASEMDB Revised 2004 11 18 Regulatory Management of Change RMOC Status Licensed PDC Corp TX Testing s Connect To New Different IntelliRegs Use Current Connected Databases Facility Title Applicability T askDefs Database Security and Session Transactions Login Intell
28. 2 14 D4 Direct Applicability The Direct Applicability tab allows for data entry of equipment applicability in addition to the Op Req3 This may include NSR permit conditions MAERT limits TV Terms amp Conditions referenced citations etc This also allows for different operating scenarios and citations to be grouped in sets such as Reg 5 The requirement type of GC applies all Task definition types such as ST MN RK and RP without having to enter separate rows for each type Equip ID OpStatus Significance Direct Applicability OpUA Forms TV Neg Applic Direct TV Unit Summary ReaApplicabilty Use DIRECT APPLICABILITY for Applicable Requirements not to be reported on TCEQ Title Y OpREQ2 or OPREQ3 Such as Company SOPs RCRA New Source Review Permits Conditions TermsConditions PBRs or any others Add Replicate all DirectApplic Regs Do Glear All amp Add All Optional add DirectApplic From EquipReft zf From EquipRett Regs from other EquipRef Enter Direct Applicable Citation Requirements Listed in OpScenario RegSet Citation Reg ype sequence rt esenario RegSet Citation Number ___ 6 Req y RegApplic Cat Applicability Note P ALL SCENARIOS 12345 PM10 Ib hr l MAERT Applicability JALL SCENARIOS 12345 PM10 TPY MAERT Applicability JALL SCENARIOS 12345 S02 Ib hr MAERT Applicability JALL SCENARIOS 12345 SO2 TPY MAERT Applicability JALL SCENARIOS 12345 SCO1 NSR Applicability JALL SCENARIOS 12345 SC0
29. Applicability Export Exchange Exchange Update External Systems with Approved Posted IntelliRegs Regulatory Applicability To Create a Regulatory Applicability D ata Exchange File Export Files Log Summary Preview Report For PDC TaskTrakker or other Compliance Management System import loading Last Export File Detail Preview Report Applicability Exchange File Full path amp name including txt ASCII Tab Delimited Text file F DEVELOPMINTELLIREGSSTESTMDBS IF_Testing_V _Testing_ApplicRegs_2006 03 06_A Txt Exchange File Note Scope of Posted Applicable Requirements to Export LastE xportFile Export ALL Posted Applicable Requirements or Filtered Applicability only Does not include anya Filter Conditions ROAR Only export for Equipment with PAR applicability changed after RUH Create Applicability Exchange File lt Select or enter Preview To Export Data Txt ASCII File per Scope Specified 10 280 Equipment Citation RequirementT ype data rows in the Posted_Applicable_Requirements table 5 945 Selected Posted Applicable Requirements data rows for reports operations based on entered Filter Conditions at this screen The steps in creating an Applicability Export Exchange file are 1 Complete all Quality Analysis and correct or confirm all data to be correct as is See the instructions and suggestions in this User s Manual for operations at the other tabs
30. Applicable Requirements for this Equipment in next IntelliRegs Smart ApplicableRegs Posting Equip ID OpStatus Significance Direct Applicability OpUA Forms TV Neg Applic Direct TV Unit Summary FeaApplicabiliy On Manually Set for Update Posted Applicable Requirements update Check this to have the Posted Applicable Requirements form update refresh Unit Applicable Requirements for this UnitID IntelliRegs automatically sets this checked when Direct Applicability TV Neg Applic Direct or OpUA form edits are performed Optionally you may check or uncheck this setting as if required Section 2 Permit amp Applicability Operation Instructions Page 2 33 D9 Title V Datasets TEXAS Permit RegOps TCEQ Dataset Ops are run from the tab screen which appears after selection of the TV ARCHIVE Create Refresh Tab x Create modify and report on TCEQ Datasets RefreshPickLists Report Form EFile Date Stamp 2 24 2006 TV ARCHIVE Create Refresh TV ARCHIVE Review Report EFiles COMPARE DataSets Dataset Utilities Create Refesh or Delete TV ARCHIVE type TCEQ DataSets TY ARCHIVE DataSets contain data extracted from the IntelliRegs active current datatables and placed into TCEQ format structures becoming an archived historical record of the data at the time of the TV ARCHIVE dataset create or refresh Customize Applicable Regulation Names used in create refresh TCEQ TY forms Open form Use this to cu
31. Direct Applicability can optionally designate an applicable Citation as Citation Group Applicable by entering a G into the Group PreBlock field This data entry is done for Title data at the Special Regs screen for a particular OpUA form and for Direct Applicables at the Direct Applicability data entry screen It is necessary to define all applicable sub citations for applicability where the G GroupApplicability option has been used Note Although the shorthand notation with G provides acceptable definition of citation blocks for permitting and or Direct Applicability designation the compliance management system must have all citations definitively identified in order to review all regulation text and tasks The Posted Applicable Requirements G gt gs Quality Analysis reviews the completeness of sub citation identification Note All sub citations are to be complied with for G designated applicability It is therefore important to ensure that the list of subcitations is complete and accurate in order to ensure that all appropriate citations have been identifed for compliance If IntelliRegs finds G gt gs Sub Citation data that indicates and error an omission or confirmation is suggested then a count not 0 is displayed indicating the number of G gt gs Issues for suggested review and resolution Note If the count displays a question mark then double click the question mark to have IntelliRegs perform the analysis and display the f
32. Edit Delete screen provides online information as shown below Title Equipment Special Regs Data Entry Info Screen The outer master data selection for this entry screen is each equipment item which has been designated as Title Y Reporting Required For each selected equipment item all existing Special Regs are displayed in the inside child data list Equipment in the outer master data is listed in Facility Area T UnitID sequence Inside child data can be edited deleted or added Remember that each ADD is for the current selected Equipment item Field Information FDNo RegWiz identifier for the UA datarow This must be a valid existing FDNo or zero 0 to represent an OPREQ2 negative applicability citation without any link to OPUA data C Version Code Used for Fugitives 1 2 3 16 Blank if appropriate Data entry value as required up to 10 wide See TNACC Instructions OpReq2 3 No No Do not include in either OpReq2 or OpReq3 Overrides RAT Yes No Include in OpReq2 with Justification Note this SpecReg row No Yes Include in OpReg3 Be Certain Pollutant and YC are correct The LIST REPORT command button previews and optionally enables printing of the Special Regs List report See Section 3 Example Item SR 1 Section 2 Permit amp Applicability Operation Instructions Page 2 60 Special Regs are added to 1 Create debit and credit transactions for OP UA RRT Determined applicability 2
33. IntelliRegs Administrator rights The values should only be revised when advised to do so by PDC Section 8 Program Administration amp Operations Page 8 2 Tips White Papers Procedures Additional Documents This section contains additional tips papers procedures and documents of interest to IntelliRegs users A Tips On the Windows menu users have the capability to move between windows or tile or cascade multiple open windows A IntelliRegs 6 0X3 2004 10 08 PDC Testing Dh Ext DS Format TEXAS Permit RegOps Unified Ops TaskDefs Ops Admin Ops Window Help Tile Horizontally Tile Vertically Cascade Arrange Icons Hide Unhide Size to Fit Form 1 Facility Equipment Entities ID Significance and Applicability Data Entry v 2FormTable Data Entry TX UAS TBL1 6 15 00 3FD 1018 RRT Decision Flow 4FD 1018 RRT Citations SFD 1018 OpUA Special Regs and Exemptions For example in the Full Text Data Entry Form users can also open the Historical Citations form to review how a regulation has changed by tiling them horizontally Citation Full Text Data Entry Form _ 0 x f Citation Number Active Citation Title Reg Change Mgmt Program PDC Vi7aw RegMOC Einon Citation FullText Status amp Classifications Applicability Status TaskDefs Summary RegT ext NotEdited As in Rule Required not blank field Do SmartParse for This Citation f
34. K Attributes e g size d g Significance Determinations Based on TCEQ Guidelines C e e OoOo N Title V OP UA Form Available information used to g Data Entry define Equipment Parameters Engineering Determined Agency Determined Based on RRTs Applicable Rules if any Applicable Rules Import Net Applicable Net of Agency Determined Rules in the ACM and Engineering Determined Eoac X VA XA note fully automated Applicable Rules for the Plant IntelliRegs Data Flows Into the Air Compliance Modules Applicability Determinations Compliance Task Definitions m WizBase Knowledge Base E WizData Plant Database 4 K Rule Parse this step is done by PDC for Service Center Subscribers Significance Determinations Key Words Reviewed and or Modified p Title V OP UA Forms Data Entry K wp Agency Determined Applicable S Rules for Emission Units 4 N Agency and Engineering Determined Applicable Rules for Emission Units Smart Parse and Review of Text Components ACM Tasks assigned to Task Definitions for Emission Units based all Applicable Rules on applicable rules Optional Web Deployment of Tickler Report and Compliance History Features Tickler Report to Units Compliance History Validation Deviation Reports IntelliRegs Update Refresh Program Functions PD
35. Legend Compare Data Entry Forms Legend Data Entry Cell Color Editing Legend R TCEG Reported Appears beside data items reported to TCEQ Not editable InteliRegs COMPARE program set and maintained value System Process Data Editable Not TCEQ Reported User additional info optional enhance of auto determined value Editable data element value IntelliRegs COMPARE determined value Processing Database System values Advanced data editing Only revise if well trained in COMPARE data editing Value set by process rules of PriorDataSet versus LaterDataSet rules OpSUM TCEQ Unit Sumary form UnitlD TYForm as in Title Permit OpUA TCEQ Unit Attribute form table data UnitID SOPH with Attributes ie UA2 Engines UA3 T anks OpREQ2 TCEQ Negative Applicable Permit Shield UnitID RegSubpart ReferenceCitation Note OpREQ3 TCEQ Applicable Requirements UnitID UAFormlD SOPH ReqType Citation Section 2 Permit amp Applicability Operation Instructions Page 2 46 For COMPARE dataset reports check the desired reports and then Select the Run Selected COMPARE DataSet Reports button Option Preview or send directly to default printer Specific examples and instructions for the OpSUM OpUA OpREQ 2 and OpREQ3 COMPARE dataset data follows Section 2 Permit amp Applicability Operation Instructions Page 2 47 OPSUM Compare At the TCEQ Datasets COMPARE Datasets tab For form review and optional editing
36. MOC update process Historical Citations for Compliance Plan New CitationNumber P6024 SC10 I Is New Citation Deactivated New Text VersionD ate fi 0 1 42004 Hegiaencs tiene Prior CitationNumber 750247509 RegChg gmtProgram User Maintain Prior Text ersionD ate 27272004 Archived DateTime 10 14 2004 Prior Regulatory Text These facilities shall comply with all requirements of Environmental Protection Agency Regulations on Standards of Performance for New Stationary Sources promulgated for Equipment Leaks of VOC in the Synthetic Organic Chemicals Manufacturing Industry SOCMI and YOC Emissions from SOCMI Distillation Operations in 40 CFR 60 Subparts 4 Y and NNN Assessment and Summary Desciption of Changes and the Impacts of the Changes Applicability Impact Score 0 z Comply Action Impact Score 0 x Summary of Change s ht SCO09 to SC10 on 10 1 2004 Changed Environmental Protection Agency to EPA Record 14 4 J 1 gt gt t of 1 Filtered Section 6 Task Definition Development Operation Instructions Page 6 55 Selection of the Current amp Prior button will provide a report which shows the Current Citation Full Text the Prior Citation Full Text the summary of changes and whether the citation has been renumbered DapactScores O Newel Possible 2 Certalniopuct Historical Citations Current Citations and Prior Version with RegText NeweOurrent Citation Number Prior Ci
37. OPREQ3 At the TCEQ Datasets COMPARE Datasets tab If Compare data has been created record count gt 0 for the designated TCEQ COMPARE dataset format then that data can be reviewed in form screen view and in generated reports For form review and optional editing 1 Select the OPSUM OPUA OPREQ2 2 or OPREQ3 button in the Review Edit COMPARE area to open the review edit data entry form screen Note that you can optionally just review Changed data by checking ChgsOnly 2 The change indicator A D C or blank and all data values in the COMPARE dataset records are initially set during the Create Refresh COMPARE dataset processing This should be complete and accurate PDC suggests making any required changes by editing the current existing IntelliRegs data regenerating the later Archive dataset and then rerunning the COMPARE Create Refresh 3 If direct edits of the COMPARE dataset for OPSUM OPUA OPREQ 2 or OPREQ3 the use the data entry screen to revise values or to add or delete entire records The changes will be immediatedly reflected in the reports Use extreme care in making COMPARE dataset data adds or edits as some data elements should be well understood before performing the data revisions The legend for COMPARE OPSUM OPUA OPREQ2 or OPREQ3 data review and date editing screens is available for screen display by selecting the Edit Legend button at the top of those screens as shown below Info Compare Review E dit Form
38. OpUA OpREG2 OpREG3 Report Preview Select the dataset to copy information from in the drop down list To Copy Source Dataset Then select the dataset to copy the information into from the drop down list Copy To Target Dataset or enter a new name Then select the Run Copy Dataset button amp Copy DataSets Screen 0 x At this CopyDataset screen you can place all of the data from one Dataset Source Dataset into another Dataset T arget Dataset The CopyTo T arget Dataset must have an ID that does not already exist The picklist is provided to see know names already used and can be selected but then must edit a selected ID to a new ID Use this function to copy specially edited data such as Fugitives data or non Intelliregs forms data etc to the next revisions eliminating the requirement to do the special edits again Also use to combine detailed individual Datasets into 4 single Dataset while retaining the individual Dataset To Copy Source Dataset Must exist Select from ARCHIVES Only ARCHIVE type DataSets can be copied CopyTo Target Dataset Existing select or enter new name a New Dataset name No spaces Use underscore or dash Run Copy Dataset Close This Form Section 2 Permit amp Applicability Operation Instructions Page 2 51 E TV Import Selection of Import Export Operation After choosing the Equipment Import Export option from the IntelliRegs Menu Bar TEXAS Permit RegOps the Data Import form wi
39. PDC Changes Note Uniti Renumber to 35 00014 OPSUMR Reported Prior Later Values Compare Analysis TechDetail Data KeyMatch OpSUM Value lt DataSetID gt OpUA Form EquipRefID Full Key alue NONFUG2_VS_3 OP UA14 297 Show KeyValue OP UA14 297 Key Value Strings UnitID UnitName AccountNo AreaName 0 Prior DataSet 25 0001 1 Old Solvent Column Feed Coalescer PDC4697D MAIN 1 Later DataSet 25 0001A 1 Old Solvent Column Feed Coalescer PDC4697D MAIN Additional Attributes Strings CAM TAC116 Titlel GroupID ProcessID PlantiD 0 Prior DataSet ENSR 55628 NA NOO6 GRPKRWSEP 1 Later DataSet NSR 55624 NA NOO6 GRPKRWSEP Record 14 4 1 gt 1 r of 100 Filtered See TCEQ instructions for the OPSUM and OPSUMR forms for field definitions and additional information Section 2 Permit amp Applicability Operation Instructions Page 2 48 OP UA Compare and OP REQ2 Compare Use similar steps for creating reviewing and reporting of OP UA and OP REQ2 COMPARE datasets as used for the OP SUM COMPARE datasets Of course the data will contain OP UA and or OP REQ2 elements in place of the OPSUM data element names Section 2 Permit amp Applicability Operation Instructions Page 2 49 OP REQ3 Compare The OP REQ3 COMPARE dataset examines each Key Matchvalue of EquipID OpUAForm Pollutant VersionCode ReqType Citation to identify ADD or DE
40. Reports Applicability Export E xchange Run Updates to Posted Applicable Requirements Info Posted Applicable Requirements IntelliRegs Applicable Requirements Posting Options Run InteliRegs Smart ApplicableRegs Update Processing for all Equipment where IsPostApplicRegsDue is set to TRUE ROAR 4 Equipment entities are set for Smart ApplicableRegs Update Not filtered by this screen s filter C User Filter Specified Equipment Updates Selected per this screen s filter selections or ALL if no filter conditions 339 Equipment entities selected for update posted applicable regulations processing Equipment subject to the filter selections DB Preview list of equipment entities set for update of Posted Applicable Requirements Per Filter and Option Selections Refresh Run Update of Applic Updates Posted Applicable Requirements Counts Using Selected Filter Conditions and Posting Option 10 280 Equipment Citation RequirementT ype data rows in the Posted_Applicable_Requirements table 10 280 Selected Posted Applicable Requirements data rows for reports operations based on entered Filter Conditions at this screen Filters for Posted Applicable Requirement operations are specified by selection of a value from a dropdown or keypad entry of values into the conditions fields The filter condition fields are Filter Conditions for Updates Reports and Exchanges as designated by red asterisks Facility ID lt Blank
41. SE For P1 7 261 2 Unit Meast Freeboard or water cover Gas chromatography Basis for This Component Heat sensing device fii by a daily notation in the flar Hydrocarbon gas analyzer smoking In Accordance with Standard Operating Procedures Initial compliance test Record 14 4 1 Py oF 6 Record 14 4 485 gt gt t r of 1373 Additional entries will be selectable after they are entered during your Task definition development The creation of dropdowns from your prior entries promotes consistent format for Section 6 Task Definition Development Operation Instructions Page 6 19 attribute values and reduces data entry time To modify a prior entered value to a new value simply select from the dropdown and edit the value as required Both the prior value and your new value will be available for dropdown selection for following tasks Another feature offered in the header section of the Component Task data entry form is the ability to review the parent citation text for any citation in work Select the Display Parent Citation Full Text command button to review as shown E 5 howParent Form gt Citation _Number Citation_Subpart Parent_Citation Display Parent 111 111 fa 4 4 fi 114 fi 11 111 a 4 Citation Full Text Full Citation Text 4 Visible emissions from a process gas flare shall not be permitted for more than five minutes in any two hour period except as provided in 101 11
42. Suggested Guidelines for IntelliRegs Data Entry 2 Pgs Oct 1999 By Jerry O Brien and Paul Nix 5 2 2 Applicable Citation Number and the detailed 2 Pgs Dec 1999 Citation FullText paragraphs and Component Tasks Associated Review of applicable citation begins with ops By Richard Wiand IT AppReg Tasks Doc Section 7 2 Task Definition Attachments Procedures PDC Corp Suggested Guidelines for IntelliRegs Compliance Task Data Entry A Task Definition Guidelines 1 Skip one time tasks that have already been performed and will not be done again 2 Make tasks for all routine efforts e g weekly monthly annual etc 3 Make tasks for those one time efforts that could be repeated in the future under certain conditions but set the Keep History flag to NO in such circumstances The Frequency Attribute should be set to When Required by Conditions and the Conditions Attribute should be filled in to specify the conditions under which the task is performed 4 Make more than one task for a regulatory requirement that can only be met by the performance of multiple efforts if there is a possibility that a each effort could will be performed by different people b each effort could be done not done independently c a deviation could occur in one of the multiple efforts that would need to be identified separately in a TCEQ Semi Annual Deviation Report d history data confirming completion of the effo
43. Tx UA3 TBL10 FD 6491 Add Replicate Spec Regs UA Applicable Requirements From FD RRT Determined TCEQ Based on UA Attribute i Soaks ad Cane UA ApplicRegs vs RRT Determined PDC222K A4C1 TK 001 TK 001 63CC 001 UA Applicable Requirements Fac Area ID Plant EquipID T Equip UnitiD SOP Indext Enter into below data entry form PreBle Station _ Type isMain Pollutant Ve 63 640 a TX 63CC 3 6 02 0028 63 64001 TX 63CC 3 8 02 0028 63 640 m TX 63CC 3 8 02 0028 63 654 q 7 TX 63CC 3 602 0028 Optionally you can copy and paste some or all rows from the RRT Determined applicability into your Special Requirements OpUA Applicable Requirements form To copy paste RRT Determined applicable requirements select the RRT Determined TCEQ Based on UA Attributes data listing button to open the OpUA RRT Determined Requirements READ ONLY form See Figure in this Section Highlight entire row s select copy or Ctrl C then return to the OpUA Applicable Requirements form listing datasheet and paste Ctrl V those copied rows into that listing All rows in the OpUA Applicable Requirements data will report as Applicable in the TCEQ OpREQ3 or will report as Negative Applicable Permit Shield in the TCEQ OpREQ 2 data Do not enter any informational rows that you do not want the Citationt Type Pollutant to be in the Title V applicability Note In IntelliRegs versions prior to 7B the reported OpUA Applicable Requirements were based on
44. a of this title relating to Exemptions from Rules and Regulations Process gas flares are those used in routine or scheduled facility operations Acid gas flares as defined in 8101 1 of this title relating to Definitions are subject only to the provisions of subsection a 1 of this section Beginning September 1 1993 compliance with this subparagraph for process gas flares shall be determined Record 14 4 I 1 gt gt t r of 1 Filtered Determine compliance with this subparagraph by daily notation in flare operation log that flare was observed including time of day amp whether or not flare was smoking Regulatory Frequency Compliance Plan Frequency Basis for This Component TaskDefinition Editable Note should be a substring existing within the latest Citation FullT ext fii by a daily notation in the flare operation log that the flare was observed including the time of day and whether or not the flare was smoking Record 14 4 1 gt Lot r of 6 Record 14 4 485 gt gt t b of 1373 Review of a parent citation can better provide the citation context for a particular citation text Note The parent citation may also have a parent citation which can be next reviewed by selecting the Display Parent Citation Full Text button on the frmShowParent Form and on and on until the top level citation is displayed a citation with no Parent This remainder of this User s Manual Section B4
45. a merged RRT Determined Special Regs NET Applicable Requirements For version 7B and later this is no longer the case OpUA Applicable Requirements are exactly as in the OpUA Applicable Requirements Special Regs data without any influence from the RRT determined applicability Section 2 Permit amp Applicability Operation Instructions Page 2 28 The RRT Determined TCEQ Based on UA Attribute data listing form OpUA RRT Determined Requirements READ ONLY FacilityArea T _UnitID OpUA FormTable SOPIndexNo FDNo PDC222K AC1 TK 001 TX UA3 TBL1iO 63CC 001 6491 In the below list of RRT Determined Requirements you may highlight all or selected rows and copy paste those rows From this list into the UA Applicable Requirements Special Regs data entry datasheet Ve 5 ema eC ee 63 640 c 7 RRT TX 63CC 4 25 05 0111 63 646 b 1 RRT TX 63CC 4 25 05 C111 63 646 b 2 RRT TX 63CC 4 25 05 C111 RRT TX 63CC 4 25 05 C111 RRT TX 63CC 4 25 05 C111 RRT TX 63CC 4 25 05 C111 RRT TX 63CC 4 25 05 C111 RRT TX 63CC 4 25 05 C111 RRT TX 63CC 4 25 05 C111 63 654 g 7 i 63 654 i 1 iv 63 654 i 4 63 654 f 63 654 1 1 A Record 14 4 JI 1 gt gt I gt of 15 63 646 b 1 0 0 0 0 0 0 0 0 R You can copy and paste all or selected rows from the OpUA RRT Determined Requirements list into your OpUA Applicable Requirements Special Regs data entry form Note that a unique
46. amp Attachments Al A2 A3 A4 A5 IntelliRegs Permits amp Applicability Reports Reports Definition and Use Benefits Summary Equipment Management Reports Equipment Detail All Data Report All data field values are printed for the Equipment item one equipment item per page To display all data values Equipment Significance Listing Report List format with key description and classification data plus complete description and significance notes printout Convenient documentation of Non Title V significance justification note and equipment description Equipment List Summary Data Report One data row per equipment item with summary name classification and identification data values Equipment OP REQ2 Data Report Printout of any OP REQ data entered directly for an equipment item Not reference to an OP UA Form data row Equipment Facility Area Status Summary Report Summary one row per Facility Area shows equipment count number Title V Reportable and current number of OP UA data rows entered Section 3 Permit amp Applicability Report Examples amp Attachments BI B2 B3 B4 IntelliRegs Permits amp Applicability Reports Reports Definition and Use Benefits Summary Unit Attribute and Applicability Management Reports TCEQ OP UA Form Table Pages Printout TCEQ format OP UA Forms Acceptable for submittal with Title V Application Should match TV1 Data RRT Determined Citatio
47. by downloading the latest update of WizBase mdb from PDC s website and replacing the existing WizBase mdb with the downloaded latest version The Knowledge Base contains TCEQ OP UA Forms prior revision data mapping valid values RRT flow logic revised formulas based upon latest revisions and maintains the OP UA Form to RRT mapping schedule WizBase mdb updates are made on an as required basis Users are informed when Knowledge Base upgrades have been posted for download Section 1 Introduction amp General Instructions Page 1 9 D Startup Startup IntelliRegs From The Compass IntelliRegs Selection Following installation from the CD and restart of your workstation to insure all IntelliRegs registrations have been made startup IntelliRegs From Windows Start button select Programs Compass and then select the IntelliRegs startup icon If startup does not run properly refer to Special or Custom Installation Instructions in this User s Manual section for corrective actions If installed properly the program will startup and display the IntelliRegs Main Startup Screen If the program indicates that database connections are not correct please refer to the Connect to Databases and Customize for Your Facility paragraphs to understand and take steps to achieve a successful startup Startup Checks IntelliRegs Files Before Opening The Startup Screen Startup confirms that database files exist and that all tabl
48. citations When at the row of the desired citation select the Form View icon from the menu bar to return to component task full screen view The outer record information citation information displays the entire citation paragraph text in the upper screen with the Citation Group and Parent Citation identified The Do In Next SmartParse checkbox and Basis for This Component TaskDefinition are editable if required The FullText at the top of the screen is not editable You must return to the Compliance Tasks Ops main screen Full Text screen to insert or remove atsign characters if a rerun of the SmartParse is appropriate See Citation Full Text editing instructions and the SmartParse settings paragraphs of this User s Manual for more information on using the atsign to force additional SmartParse breakout of Component Tasks If atsigns are added then it is recommended they be removed after running SmartParse to restore the citation text to original status This is an important step if you are a licensed RMOC subscriber to enable the RMOC Update to successfully compare citation Full Text The citation full text remains visible during data entry for each tab group component task attributes data for reference The Citation Components header data items Sequence Task Name Task Type Is this a Compliance Action Item and Is TaskDef Approved for CMP Use are also visible and editable during all of the tab group data entry Seque
49. criteria and Dataset creation based upon SubmittalID filter selections Section 2 Permit amp Applicability Operation Instructions Page 2 18 Command Buttons For supplemental secondary floating windows data Overrides displays an information dialog box explaining use of RRT Override features RRTFlow amp IDs If the RRT Flow window for your OP UA data entries is not displayed i e if the RRTFlow was not checked at selection of Add Edit at the Rules and Form Data tab selection of this command opens the floating secondary RRT Decision Flow status window Special Regs If the Special Regs window for your OP UA data entry is not displayed selection of this command opens the floating secondary Special Regs window Note The RRT Determined Citations window is opened explicitly if not opened initially from the RRTFlow amp IDs window by selection of the Show Citations button on that screen SAVE Allows data entry to be saved without having to move off of the record Data below the header data is specialized for each OP UA form table revision Current data for valid form attributes columns valid selection values and RRT applicability flow logic is stored in the WizBase mdb Knowledge Base For the OP UA form attribute data enter data or select a value from the drop down lists Drop down lists offer TCEQ valid values but non TCEQ values can be typed into a data cell if necessary OpUA TX UA3 TBL3 2005 04 FD 1499 Account
50. data transfer new OP UA form data will be created for old data The prior old form data will not be deleted remaining available for review All Old To New data transfers are recorded in the RevAdds History Table and can be reviewed and or printed by selecting the Print RevAdds History command button An example printout from the RevAdds History table is in Section 3 of this User s Manual ItemID UT 1 The record of the Old To New data transfer in the RevAdds History table includes a summary of the extent of data migration adjustments necessary for the data migration and a Confidence Percent The Confidence Percent assesses the certainty or uncertainty that the data migrations are complete and accurate A 100 Confidence Percent represents data that migrated to known columns with values valid on the old and new form without adds or deletes of attributes which might affect interpretation of rule applicability Certainty is reduced if attributes are added or shifted in position or deleted from the old form to the new form In general any certainty level other than 100 should be examined to insure that the selected OP UA attribute values are complete and correct for the equipment item and material for the new form Section 2 Permit amp Applicability Operation Instructions Page 2 56 Run Advanced SQL Updates SQL queries can be created and run at the Advanced SOL Update screen Example SQL code is provided with the IntelliRegs database
51. for User Maintained citations after login This is indicated by a blue background If the Import Master Data or Import Export from another IT Tasks datafile has been used to populate your Citation Provision Full Text data then the Citation Number and Citation Text will already exist for your review If imports are not used to initialize your Citation Provision data then you will add new Citation Numbers and then add the Full Text at this screen Citation Number The definitive Citation number with no internal spaces and all braces and numbers letters to identify the citation paragraph Note Citation Number may also be the Permit number or any other reference number to a NSR or PBR provision or other regulation requirement Permit 3247 Special Condition 2 might have a Citation Number of 3247 SC02 for example and a PBR might be 106 261 1997 11 26 Reg Change Mgm Program Citations that are a part of PDC s Regulatory Management of Change service are identified as PDC RegMOC and are not available for editing to RMOC subscribers PDC Pending citations are ones within the scope of managed Federal and State citation sections that have been identified by a RMOC subscriber but that are not yet in PDC s Master Library database These citations will be added to the Master Library as needed User Maintain citations are NSR PBR SE T amp C etc citations and Federal and State citations if a company is not a RMOC subscriber Section
52. it is recommended that you proceed to run test operations using the demo data IR_Demol mdb which is provided with installation and should be the connected database on the initial startup Testing of the program using the Demol1 database should confirm proper program installation Should problems be experienced the installation configuration should be examined and problems corrected before proceeding with operations with your actual facility databases and or access to facility databases located in remote server directories Starting Up IntelliRegs After A Program Or Knowledge Base Upgrade Following the replacement of a prior IntelliRegs mde with a newer updated file the program will attempt to connect to c IntelliRegs IR_Demol1 mdb database the default initial database settings as in a new IntelliRegs mde This is because your prior connection settings were in the old IntelliRegs mde file Following startup of the new IntelliRegs mde you will need to CONNECT to your facility database tables After establishing the connections the connection to your facility tables will be made for the next startup of IntelliRegs Section 1 Introduction amp General Instructions Page 1 13 E Security Overview IntelliRegs Security features ensure that only authorized users access the program and enable the program to recognize a users rights level and UserID determining operation capabilities and recording the userID for the Session l
53. lt IF YES to either then the current Citaton s key data is locked Task s Exported to Compliance System Edits allowed for non MOC values only Form MOC Management of Change Add Editing Mode Archive Prior UpdateNew only when MOC Ops are enabled Current Session MOC Mode Status Management of Change MOC operations are enabled based on the entered value in the TaskDefsSummary MOC Code field The IntelliRegs System Administrator can provide MOC Codes to qualified users After entry of a valid MOC Code the RegMOC Analysis tab is visible and other data cells are enabled for entry of Citation revision data with archive to Historical Citations All values data on this screen is READ ONLY provided for your information maintained changed by IntelliRegs Record 14 4 532 gt gt t gt of 1443 Section 6 Task Definition Development Operation Instructions Page 6 11 B2 Review Edit SmartParse Keywords Following selection of the Review Edit Keywords command button at the Compliance Task Ops main screen the Keywords Data Review Entry form appears Keywords are searched for during the Smart Parse processing according to the contents of the Keywords table Keywords can be added deleted and edited at the Keywords Data Review Entry screen amp Keywords Data Review Entry S 101 x Sequence of KeyWord Search Planned Method Planned Materials Training Certification Frequency Protective Equip Retention Time Check al
54. of this form Run reports to confirm all data is ready for exchange 2 Identify the export file directory and name to be created IntelliRegs will suggest a new filename to be created in the same directory where the IntelliRegs IR mdb facility database is located You can change the directory location and or the filename if desired We suggest that you do follow the IR_ lt MdbName gt _ApplicRegs YYYY MM DD _ Txt format which is standard for these IntelliRegs filenames 3 Add a Note that will be saved into the Export Log table A note is required you cannot leave it blank 4 Select the Scope of Posted Applicable Requirements for export Designate whether to export ALL data data filtered for your Filter Conditions or to export only data for equipment items that have changed applicability since the last export exchange 5 Optionally preview if not all and optionally review prior log data 6 Click on the RUN Create Applicability Exchange File Txt ASCII File per Scope Specified button to create the file Section 4 Unified Operations Operation Instructions Page 4 14 IntelliRegs will read the Posted Applicability Requirements in accordance with your scope selection and filter conditions and place the selected data into the export exchange file After creating the file a record will be inserted into the Applicability Export Log table recording the date specifications filename user note and row count of the export Any
55. permit is registered PDC will monitor any future updates or amendments to the rule from an approved source generally from the agency s web site and provide updates for changed rules The subscriber s Regulatory Management of Change RMOC process is supported at every step by this unique and fully automated procedure as summarized below Reconnaissance PDC will obtain updates and amendments for all registered rules in a timely manner Assessment There are two level of Assessment screening 1 The Comparison of amended rules to the exiting current rules to identify text changes excluding punctuation and other inconsequential changes is conducted at the Service Center using advanced RMOC systems Subscribers receive written notification of all rule change events and the results of the Phase 1 Assessment analysis Section 6 Task Definition Development Operation Instructions Page 6 2 2 For rule updates or amendments that are determined to be of potential importance to subscribers Phase 2 procedures are initiated In this phase subscribers receive an RMOC file from the Service Center that is designed to be used by IntelliRegs to produce more detailed Assessment reports at their site These reports identify a Relevance i e text changes in specific citations within the rule relative to each subscriber s applicable citations and b Significance i e changes in key word occurrences hits in the new rul
56. task and attributes then check the Js TaskDef Approved for CMP Use This will change the Edit Status to 6 amp Citation Generic Component Tasks DataSheet ard rullForm A gi oj x Citation t 6789 SC01 7 Review RegT ext Last Edit 03 08 2005 11 11 Sequence 01 JV Is this Compliance Action Item RegMOC Last Export Post Req Type ST I is TaskDef Approved for CMP Use ok EditStatus 3 EditStatus Info 2 TaskName MAERT Limits Replicate to NewAdd CompTask gt gt gt gt Description amp Frequency Methods amp Limits Responsible amp Repository Other Task Attributes User Status Info MOC amp KeyWords ActiveT ask Iv K Switch to Active No to EENE a TSUEN no longer valid width 148 This permit authorizes emissions only from those points listed in the attached table entitled Emission Sources Maximum Allowable Emission Rates Regulatory Frequency Other M lt As specified in the regulation Compliance Plan Frequency Other X lt For compliance tasks Text Basis Reg SubText for this Component T askDefinition This permit authorizes emissions only from those points listed in the attached table entitled Emission Sources Maximum Allowable Emission Rates and the facilities covered by this permit are authorized to emit subject to the emission rate limits on that table and other operating conditions specified in this permit Record 14 4 ill gt t p of 2 Filtered If you are copying a
57. task lists C Guidelines for Creating Compliance Task Groups 1 Create one or more Task Groups for tasks with no definitive schedule such as Tasks that are advisory or informative in nature e g be advised that Tasks that are Continuous or When Required see Item 2 below Tasks that are done on a one time basis e g ensure emission are controlled 2 Consider creating a Primary Task with a periodic frequency e g Monthly for Groups that consist of Continuous and When Required tasks The purpose of the periodic frequency task will be to validate that the grouped tasks were done as required Applicable Citation Number and the Detailed Citation FullText Paragraphs and Component Tasks Associated By Richard Wiand PDC Review of an important critical Regulatory Wizard and IntelliTask Issue It is important to understand that the designation of a citation number as applicable to an equipment item may indicate one or more detail citation paragraphs section applicability For Example Applicable Citation Number 60 132 a Citations Applicable 60 132 a 60 132 a 1 60 132 a 2 amp 60 132 a 3 An Applicable Citation Number might be determined using the Regulatory Wizard s rule based RRT processing based upon entered OP UA form values or might be entered as a Special Reg facility determined Engineer Determined applicable citation The si
58. the fly dropdown list Section 6 Task Definition Development Operation Instructions Page 6 25 B4f User Status Info Three User Status Info fields provide for User Custom annotation of Component Tasks to provide for special selection from the Advanced Component TaskDefs screen See instructions for that screen in this User s Manual featuring these User Status Info fields for selection criteria selection Description amp Frequency Methods amp Limits Responsible amp Repository Other Task Attributes User Status Info KeyWords MOC Note Edits to User Status Info data does not revise the Task Last Edited DateTime User Defined User Assessed TaskDefinition Status Code TaskDefinition Status Number X Optional Max 15 wide O PDC Base 1 2 3 4 5 per IntelliRegs Specifications User s Edit Comments Optional Max 150 wide Not exg Original or PDC Provided Generic TaskDef Preliminary Company enhancements made Secondary Company enhancements made Final Company modifications made 2EditStatus 3 1 BlankRegType InwWork 2 Edits Inwork 3 01 4 Level 4 Approved TaskDefinition 5 Level 5 Final Approved TaskDefinition Basis for This Component TaskDefinition Editable Note should be a substring existing within the latest Citation FullT ext i by a daily notation in the flare operation log that the flare was observed including the time of day and whether or not the flare was smoking Record 14 4 1 gt
59. the Title V Applicability and Direct Applicability data and are not directly able to be added edited or deleted by the user 2 Expand G Citation Group applicability to add sub citations appropriate for the G Group designated Citation Number IntelliRegs enables an applicable regulation to be identified as a Citation Group Applicability by use of the G Group symbol at the Equipment Citation Type G See User s Manual Direct Applicability and Special Requirements for additional instructions on data entry of G Whether used in Title V Applicability or in Direct Applicability the meaning of the G Group with an applicable requirement is the same indicating that the identified citation number and all sub ordinate citation numbers for the citation are applicable Use of the G enables blocks of applicable citations to be more efficiently entered and reviewed during assignment of requirements to equipment entities Section 4 Unified Operations Operation Instructions Page 4 2 When Posted Applicable Requirements are created from the Title V and or Direct Applicable Requirements all G citations are posted then all of the sub citations are posted The result is a definitive by citation number applicable requirements 3 Provide for Quality Analysis and management reports of applicability versus IntelliRegs Citation FullText and Task Definitions to ensure complete and accurate identify and assignment of requirements Afte
60. the OpsActivity data entry form oe OpsActivity Data Entry Form OpsActivity FE Benzene NESHAP Lt X Refresh Picklists Description F Benzene NESHAP L1 Responsible LDAR v 2 Optional Facility D efined ClassCode z OpsActivity attributes Category 2 Parent OpsActivity FE Benzene NESHAP v Blank ParentOpsActivity for Top Level OpsActivities or assign a Parent Higher Level OpsActivity to sub activities Record 14 4 1 gt gt I gt gt of 364 Section 6 Task Definition Development Operation Instructions Page 6 58 Naming of your OpsActivities should represent the outline of OpsActivities Parent child child similar to your Windows Explorer files tree structure OpsActivities are like the folders directories and the TaskDefinitions will be like the files within those directories if the OpsActivity assignment options are employed Note that unlike the analogous Windows Explorer files tree example each of your OpsActivities must be uniquely named so you will probably have the structure apparent within the 30 character OpsActivity name For example the simple tree of OpsActivity heirarchy below shows several OpsActivities and their parent OpsActivity relationships Mgmt Memt Month Megmt Week Mgmt Day Ops Ops Qtr Ops Week Ops Day Env Env Month Env Week DCS DCS WkData DCS DayData DCS HrData Contact PDC for additional information suggestions or to share ideas on cr
61. the example screen below the user must RRT Override the 1N decision with a 1Y decision 3 FD lt TBD gt RRT Decision Flow 1N gt CO1 gt End 5 FD lt TBD gt RRT Citations E RRT TX 61Y 11718798 Dbl Click Paste into EPA Weblink D Decisi Comply Main Form eS Block Type Pollutant G Citation Number Does the storage vessel store benzene with a C01 NA Benzene 61 27 Oa 61 270 a 2101 x OpUA TX UA3 TBLE FD 1503 PbCOOD1 EquipID Name 28 1000 Activator No 1 Main Burner PDCOO01 PE PP BRT Chart Tx 61Y 11 18 98 itID 1000 OP UA Line Note gt a Overrides Submittal ID AATFiow 4 iDs Special Regs Secs 11 Data Value _Help SOP GOP Index No Tank Type Storage Capacity Stringency Alternate Means of Emission Limitation AMEL AMEL ID No Tank Description Record 14 4 1 gt gt t gt of 1 Filtered In order to do so he will enter an RRT Override as shown in the following example screen Section 2 Permit amp Applicability Operation Instructions Page 2 25 In the example below the user has enter 1Y into the RRT Override cell and pressed enter to implement the override The changed RRT Decision Flow can be see with 1Y 6 FD lt TBD gt RRT Decision Flow 1 gt 27 Capacity Incomplete amp FD lt TBD gt RRT Citations RRT TX 61Y 11 18 98 Dbl Click Paste into EPA Weblink R a Comply Main Form Lee TE Block Type Pollutant G
62. the tab is selected key identifier data is displayed You can edit data at the entry prompts At the new data item screen all cells for the equipment item will appear blank Compliance Equip UnitID TV_UnitID This is the UnitID value as to be reported on Title V OP UA OP SUM OP REQ2 and OP REQ3 forms Although most accounts make this number the same as the EquipID the plant equipment ID number it is not necessary to do so For example plant equipment item EquipID FV22124 could be Title V reported as any other number i e TK004 if wanted Care should be taken to see that the Title V Unit ID used is unique for the facility and that it matches satisfactorily with reported Emission Inventory equipment identifications etc IntelliRegs has no way of validating this value other than requiring it to be a unique value Not Blank 20 characters max Company Plant EquipmentID Enter the unique Equipment ID number for this equipment item This is normally the facility s internal identification number as appearing on maintenance information Not Blank 20 characters max Note This number is often also used as the Title V reporting Title V Unit ID but in IntelliRegs the same number or a completely different number can be used See Tab TVUnit Info UnitID for more information on Title V Unit ID Facility AreaID OP PERM Select from dropdown list If the needed Facility Area is not on the list it must be added in the F
63. to Yes if found in WizBase Facility RRT amp Special Regs Citations option any Citation Provision number which is a definitive citation number of any applicable citation determined for the facility either by OP UA form equipment attribute values entry RRT Determined applicable citations or citations determined a Special Regs including imported engineer determined applicable citations is set to YES Section 6 Task Definition Development Operation Instructions Page 6 14 The Option Prerun set DoSmartParse to NO is checked by default to prevent overwriting any Component Tasks that may exist for that citation If you uncheck this box all existing Component Tasks will be deleted and new blank components will be created by SmartParse The Option Afterrun set all DoSmartParse to NO is also checked by default This prevents SmartParsing the citations again accidentally Only new citations added to the database will have SmartParse set to YES If a citation greater than 3 000 characters is submitted for SmartParsing IntelliRegs will display a message box informing you that SmartParse will not create any components This is usually the case where a citation contains multiple definitions or terms within a single citation number After running SmartParse for a group of citations these citations will remain checked to DoSmartParse The Option Create One Component per Citation can be then be checked to create a single component with the first 20
64. to step 7 if problems review manual corrective actions 7 a Existing users copy rename IntelliRegs mdb database files for new IntelliRegs naming to IR_ mdb per User s Manual Naming and Configuring For Your Facility b New users Copy rename IR_Empty mdb for your facility data See User s Manual Naming and Configuring For Your Facility 8 If you wish to run standalone operations at the workstation leave facility database IR_ mdb in the c IntelliRegs directory 9 If network multiuser operations are required create the server multi user directory then move WizBase mdb and your facility IR mdb into the network server directory 10 Startup IntelliRegs using the Compass IntelliRegs startup icon 11 Select CONNECT and connect to your facility IR_ mdb database See User s Manual Connection to External Databases for CONNECT instructions 12 Proceed to use IntelliRegs for your facility s databases 13 External to Program use it is recommended that only one copy of WizBase mdb and your facility IR_ mdb be accessible from a workstation to prevent accidental connection to an incorrect copy of these databases Therefore rename or delete any other copies of those files leaving the production version database files ready for operations Installation Instructions for Additional Workstations of Multi user Operations For each workstation to run use IntelliRegs follow instructions 1 through 6 of the In
65. to the FacArea Permit and to the OpDUPID Assign as MAIN until this option is utilized by your facility Facility OPS Facility Equipment Operations Systems To be assigned to each Facility Equipment OPSYS ID OPSYS Name a Main OrOnly Operating Product Scenario PDC4697D E LDAR Leak Detection Fugitives F NFUG Non Fugitives Example OPSYS are NonFug and Fug LDAR TANKS UTILS OPS and OTHER Section 2 Permit amp Applicability Operation Instructions Page 2 5 C Permits ID Name IssueDates The PERMITS table in the IntelliRegs facility database stores information on Facility Permits This data and it s reports are not agency reported and optional S Facility Permits FacilityID P0c1234 J a Permit ID 0 01234 __Pre IEW Permit Type Tv Permit X Permit Name Title Y Federal Operating Permit as Administered by Texas Air Control Board TACB with enforcement by Regional TACB and Region 6 EPA Permitted PDC Corp Dallas TX Company Facility Polymer manufacturing receiving and loading facility previously owned in 1985 by Bolo Industries Also referred to as Arlington Site First_Effective_Date fi 142003 Latest_Revision_Date 474 2006 Revisions_Note 0 1 1 2003 Initial TitleY Effective 1 2 21 2005 Add equipment 2 8 30 2005 Remove Poly 4 System Equipment 3 4 4 2006 Add NESHAP expanded increased requirements Record 14 4 1 gt gt I gt gt of 1 It is suggested
66. use the SQL Where tab See separate instructions and information in this User s Manual Section 6 Task Definition Development Operation Instructions Page 6 28 BSa Citation Conditions Tab The Citation Conditions tab provides selection of specific value conditions for filtering the Component Tasks to be edited reviewed Note that the Citation Number cells provide for a quick convenient procedure to specify a specific Citation Number a range of Citation Numbers gt and lt and the Citation Numbers or enter the beginning Citation Number characters amp 3 Advanced Citation Task Definitions Filter Update Edit Ops Lompone ata entry review then select Section 6 Task Definition Development Operation Instructions Page 6 29 B5b Comp Task Conditions Tab Component Task Definitions Similar to the Citation Condition tab the Comp Task Conditions tab provides dropdown and data entry cells to enable selection specification for Component Tasks to be quickly entered amp Advanced Citation Task Definitions Filter Update Edit Ops Enter Filter Conditions for Component T ask data entry review then select OpenForm or Update operation Filter Conditions Are Ore 2 139 Component Task Records OPEN FORM Components TaskDefs Select Initial Form View Data Entry Form Open in DataSheet View Open in FullForm View Citation Conditions Comp Task Conditions SQL Where Conditions SQL Update TaskDef Elements Repo
67. value index for the Special Regs OpUA Applicable Requirements table will not allow duplicates of the unique value to be added If you attempt to add duplicate key index values you will be notified of all duplicate values that were not added during your paste insert request Section 2 Permit amp Applicability Operation Instructions Page 2 29 D6 OP REQ2 TV Neg Applic Direct If negative applicability for OP REQ2 is to be entered without reference to OP UA data then the OP REQ2 form will print OP REQ2 rather than referencing the OP UA form Entries of Equipment Direct Negative Applicability are made at the TV Neg Applic Direct Tab of Equipment Data Entry An example tab group data entry screen is shown below Note Potentially Applicable Regulatory Name on OP REG2 Form will be automatically inserted by Regwizard requiring no data entry here Example NSPS 60Ka For databases where Texas OP REQ2 forms are not used it is suggested that identifying Citations that are not applicable be entered at the Direct Applicability tab with the NA ReqType designation rather than using this TY Neg Applic Direct procedure Contact PDC to discuss any questions on this matter Section 2 Permit amp Applicability Operation Instructions Page 2 30 D7 TV Unit Summary Additional UnitID values that are submitted in the TCEQ OPSUM form and will appear in the Title V Permit Unit Summary section are entered at the TV Unit Summary tab If OP SUM rec
68. want the export file to contain only your etirrent selection Multiple loads may be added into the same export file by leaving this box unchecked amp Compliance System Task Definitions Approval Exports iol x 5 Task Definitions are eligible for export Session DateTime 10 07 2004 16 48 Specify IntelliRegs Task Definitions for Export 5 Task Definitions are selected for export per filter specifications IV Task Definitions edited after last export appfoval date ROAR Check Reset All EditStatus Lo A Citation SubPart User Defined TaskDev Status Citation Section Ops Activity v Regulation Category Responsible Dept Preview Seletted Specified TaskDefinitions Before Loading Adding Add Specified Task Definitions to Approved Ready To Exports Table Loadg dd one or more specification sets Duplicates of Citation SeqNo will not be loaded T Clear all existing before new Load Adds 5 Task Definitions Loaded Ready For Export Load Add Specified T ask Definitions Preview Report List of All Loaded Approved Ready T o Export Task Definitions Target Export Filename With Path Directory Browse for Target Export File H R_Testing_V7_Testing_T askDefsExport_2006 03 06_A Txt User Export Note l Close Screen Post Loaded Approved Task Definitions No Create Export File and Create Target Export File After these selections select the Load Add button You may then Preview a Report List of All Loaded Approved Ready
69. were assigned by PDC These numbers can be matched to the TCEQ RRT flow diagram by reviewing the decision flow branching A compliance block C01 C02 etc may contain one or more citations For example the block below shows that three citations will be applicable when the compliance block C13 is in the flow string E RRT Compliance Block Citation Contents for Block ID C13 _ ComplyBlock _ReqmtType Citation P Standard 60 112b a 1 ii B Monitor G 60 113b a 60 115b a 4 The window below shows an example of how the flow of decisions YES or NO are captured for an RRT Diagram amp RRT Decisions nd Yes No GoTo Actions Iof x y RRT Decision Yes No No To Construction after 7 23 84 Storage of volatile organic liquids VOL Design Capacity gt 40m3 10 600 Storage vessel applicable to 60 110b d Design Capacity lt 75m3 19 800 Design Capacity gt 1551 m3 39 900 VOL max true vapor pressure lt 15 0 kPa VOL max true vapor pressure lt 3 5 kPa VOL max true vapor pressure gt 27 6 kPa VOL max true vapor pressure gt 5 2 kPa STO Tm For a further review of RRT Diagrams their representation in the program and reading the flow strings please see the RRT Logic in the Slideshow section of this User s Manual Also see the User s Manual section on RRT Overrides which explains the use and impacts on the RRT Flow logic using RRT Overrides options Section 2 Permit amp Appli
70. 0 characters of the Reg text as the description You may then edit the description as desired to create a summary of the Reg text After Confirming Do SmartParse YES Settings Are Correct Run SmartParse When DoSmartParse settings have been confirmed correct by you select the Run SmartParse Components Creation command button to create replace Citation Component Task records for all DoSmartParse YES citations Following the Run SmartParse Components Creation the newly created Component Tasks and already existing Component Task data are available for review and edit See Section B4 Review Edit Component Tasks in this OpsManual Section 6 Task Definition Development Operation Instructions Page 6 15 B4a Review Edit Components Tasks Following selection of the Component Tasks By Citation RegText on the Compliance Tasks Ops main screen the Citation Components Form screen appears Is Approved for CMP use Edit Component Task Do SmartParse YES NO and View Parent Data fields Citation Full Text Citation amp Citation Components form Only Citations with orm Only Citations with Components Citation Is Active Mtation Citation Group Parent_Citation Do Smaiihage i Display Parent A ii Yes 1114 111 111144 Citation Full Text fii by a daily notation in the flare opeNtion log that the flar was observed including the time of day and whether or not the flare was smoking For flares operated less frequently tharNdaily
71. 1 A would be identified as applicable detail Citation Numbers for development retrieval of tasks data Also see documents in Section F for additional information on selection of detail citation data for applicable citation numbers Do In Next Smart Parse Processing Checked YES to have this Citation Provision processed in the SmartParse process the next time SmartParse is run See Sections B2 and B3 for more on SmartParse operations Review with PEER Citations PARENT Citations Has Monitoring Options Sometimes citation text does not make sense as it stands alone but needs the preceding outline level citation Parent to convey a complete thought Also Peer citations ones at the same outline level may need to be identified when citation text reads for example Do all of the following If citation text has several options to perform monitoring such as with a thermocouple ultraviolet beam sensor or infrared sensor the citation can be flagged and reports generated for Annual Compliance Certifications Section 6 Task Definition Development Operation Instructions Page 6 6 The first figure shows the Form View of Citation Full Text form Optionally you may switch to and from a Datasheet View of this form by selecting the Datasheet View or Form View icons from the IntelliRegs menu bar as shown below Select Grid to review edit Citation Full Text in a Spreadsheet format IntelliRegs 6 0 4 4974 2004 11
72. 14 4 1 gt rifa of 6 Record 14 4 485 gt gt t b of 1373 Dropdowns in other attributes on the Method Limits tab group follow the on the fly dropdown creation process Enter Task attributes for Unit Measure Operators and Limits at the Method Limits tab group as show below Operation or Compliance Limits Operator lt gt lt gt Limit Numeric 0123456789 Unit Measure x Limit 1 p 30 Unt Meature is Editable M Limit 2 ss piled oat An example of a limit would be if the text said to maintain a minimum control efficiency of 90 The Operator would be gt the Limit would be 90 and the Unit of Measure would be If you are attempting to put more than one Unit Measure or more than two Limit elements it is likely that you should break the task into multiple tasks one for each of the Unit measure and limits that you are required to comply with Select the Limit or Unit Measure from the dropdown or enter the required value Section 6 Task Definition Development Operation Instructions Page 6 23 B4d Responsible Repository Attributes Enter Task attributes for Responsibility at the Responsible amp Repository tab group window as shown below Description amp Frequency Methods amp Limits Responsible amp Repository Other Task Attributes User Status Info KeyWords MOC Company Specific Assignments Ops Activity bd Respons
73. 2 40 OP REQ3 DataSet Data Review Edit and Add New Operations amp OPREQS3 Dataset Data Entry Screen iol xi x Key Dafesef DataNote OPREQ3 Info x Account PDC4697 DataSet Field NoEdit here Account Area Page Group Data Permit DataSet Field NoEdit here AreaName MAIN DataSetField NoEdit here Add Delete I RevisionNo 4 OPREQ3 Row Data UnitID A1_F3000 IREquipRefiD 555 FDNo 1433 SOP IndexNo 60KB 1 Version Code 00 00 for Blank Print or Fugitive YC x Pollutant YOC Main Standard 60 112b a 1 Applicable Form fOP UA03 Applic RegName NSPS Kb Standard 60 11 2b al 1 l60 112b a 1 60 1120860 112b i60 112b ivJle0 11 2b a 1 fixJI60 11 2bfal t vIl60 11 2bfallt j viJl60 11 2bla 1 IfviiJ 60 11 2bfallt vii Monitoring 60 11 3b al 1G J60 11 sb a 3 I60 11 3b al 4 l60 11 ab a SI 60 1 16b all60 116b by60 116bic ea 16bfe 1JI60 11 6ble 2 ti RecordKeeping ba T5bI60 115b a 2 60 1 1 6b all60 116b by4 60 116b c Reporting is T3b al 5 l60 115b160 11 5bfalt1 60 11 5blal 4 Date Created 37172006 Last Edit Date 572006 Close Form Record 14 4 1 gt gt a of 302 Filtered Creation of an OP REQ3 dataset generates records for Equipment Negative Applicability OP REQ2 data for the user designated dataset filter conditions i e FacArea xxx etc Following the creation of the OP REQ3 dataset records you can review and edit that data a
74. 2 43 The COMPARE DataSets Create or Refresh Screen You can create the COMPARE dataset values initially or can remove the data and completely refresh replace that data The COMPARE Dataset ID is the dataset selected in the preceding COMPARE Datasets tab of the TCEQ Datasets window 1 For a new COMPARE dataset you will need to first select existing Archive type TCEQ dataset as the First Prior dataset and then select an existing later Archive type TCEQ dataset as the Later dataset for the Comparisons 2 After identifying the prior and later datasets the program will lookup and insert initial values for Account Number Area Name Permit No Revision Number RN Number and CN Number based on the values in the later Archive dataset 3 After the initial values are inserted you can edit those values if required in the data entry fields provided It is suggested that you provide an information narrative of the prior vs later dataset comparison in the Comparison Dataset Additional description to document the compare condition amp COMPARE DataSets Create or Refresh Screen Iof x DY At this Compare Dataset screen you identify two T V ARCHIVE Datasets to compare enter COMPARE dataset values and run the create or update of COMPARE OpSUM OpUA OpREQ2 or OpREG3 data The COMPARE Dataset ID NONFUG2 O First Prior T YARCHIVE Type Dataset ID Select a prior TYARCHIVE DataSet ID This is be base from which the ADD DEL Change is referenc
75. 29 h DS Format TEXAS Permit RegOps TaskDefs Ops Admin Ops Window Help 5 Citation Full Text Data Entry Form Ra Ee SS ee EEE 2 RegAgency _ 106 4 2000 09 04 User Maintain SE 4 Require TX PBR SE fe 106 4 a 2000 09 0 User Maintain a To qualifs TX PBR SE 106 4 a 1 2000 0 User Maintain 1 Total act Tx PBR SE 106 4 a 2 2000 0 User Maintain 2 Any facili Tx PBR SE 111 1114 PDC RegMOC 4 Gas Flare Tx TCEQ 30 111 111 a 4 PDC RegMOC A Visible en Tx TCEQ 30 441 111 aAA PDC RegMOC i anytime thi TX TCEQ 30 111 111 a 4 A G PDC RegMOC ii by a daily Tx TCEQ 30 111 111 a 4 B PDC RegMOC B Flares use TX TCEQ Wy Z Record 14 4 J 532 gt gt t gt of 1443 The same dropdown lists are offered in the spreadsheet view as available in the full screen form view Use DSFormat from the menu bar to modify sheet appearance DO 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 IO0000 00000 E O Ei El 0 O O Switch back to the form view by selecting the Form icon on the Menu bar just left of the Grid icon pointed to above Section 6 Task Definition Development Operation Instructions Page 6 7 Next is the Status amp Classifications Tab amp Citation Full Text Data Entry Form a iol xj Citation Number TTT TaN X EDITS based on Status Modes Reg Change Mgmt Program PDC RegMOC Active Citation 7 Citation FullText Status amp Classifica
76. 3 NSR Applicability ALL SCENARIOS Record 14 1 gt on lr of 6 gt Direct Applicability may be copied from one piece of equipment to another by selecting the EquipRef from the dropdown box and running the Do Adds button amp Facility Equipment Entities ID Significance and Applicability Data En ry 0 x ALL RECORDS Refit 554 TY UnitID 41_F800D ip Nome Main Storage Tank IntelliRegs set ready for JV No Filter PlantE quipNo 41_F800D dyealD HGOSG6H PE PP RefreshPicks SmartUpdate of Posted Tobe Title Reported No Applicable Regs Equip ID OpStatuX Significance Direct Applicability opua Forms T Neg Applic Direct TY Unit Summary Rea4pplicability Use DIRECT APPNCABILITY for Applicable Requiremestts not to be reported on TCEQ Title OpREQ2 or OPREQ3 Such as Company SOPs RCRA New Source ReviewPermits Conditions TermsConditions PBRs or any others Add Replicate all DirectApglic Regs Do ClearAll amp Add All Optional add Directpplic Info HELP From E qiuipReftt 555 S From EquipReft Regs from other E quipReft Direct Applicability Enter Direct Applicable Citation Requirements Listed in OpScenario RegSet Citation Regl ype sequence SpSeenarie__ RegSet __Citetion Number _ IG ReaTy y RegApplic Cat Applicability Note P ALL SCENARIOS MAIN Record 1 4 J 1B Loup of 1 Record Maja p 144 gt um of 372 Section 2 Permit amp Applicability Operation Instructions Page 2 1
77. 4 bd Change ReasonCode or B Sort Order Option For Indicated Reports By Citation SeqNo C By ExportD ateTime Citation SeqNo Run Selected ACM TaskDef Exports Reports For information on Custom Special Checklist reports contact PDC for instructions on how to use this feature IntelliRegs Citations TaskDefs Exports Reports MainFilter All ReportTypes Filter s For Indicated Reports Blank Value ALL Not Filtered Citation Group Subpart Citation Wildcard RegAgencyChapter _ Citation FullText amp KeyWords Repatts Components T ask Definitions TaskDef Exports History Custom Special Close Reports Screen IntelliRegs Custom Special Reports should be run if recommended by PDC Contact PDC for additional information on these reports if you are interested in using IntelliRegs for such data development and reporting For Citations with Part SubPart beginning with Chklist Compliance Questionnaire Items Report All reports in Preview Compliance Questionnaire Items and Supporting Information _ Ctr P at Preview Compliance Questionnaire Items and Supporting Information tj Screen to Print with Do er Tasks Section 6 Task Definition Development Operation Instructions Page 6 43 C2 Advance TaskDefs Filter Ops Reports filtered by conditions selected on other tabs may be run from the Run Selected Component TaskDefs Reports button o
78. 5 B1 TCEQ OP UA Form Table Pages Printout Bl B2 RRT Determined Citations ComplyBoxID B2 B3 RRT Determined Citations TV UnitID Reg B3 B4 OpUA Applicable Requirements eeseeeeeerees B4 B5 OpUA Applic vs RRT Determined Regs B5 B6 OP UAStatus ByFacArea UnitID or FacArea OP UA Porm ssscccssscrcessncsctcansdenesevanvaeeaneees B6 Cl Mgmt Analysis RRT Decision Flow Report Cl Section 3 Permit amp Applicability Report Examples amp Attachments IntelliRegs User s Manual Section 3 Report Examples amp Attachments Continued Section Title And Contents SectionID TV1 TCEQ OP UA Electronic Source Data Report scc ceisesiecierernsiiaiwiunaaaicns TV1 TV2 TCEQ OP eS UM Fons scccscesccetupdvceseianseseveasacnoionns TV2 TV3 TCEQ OP REQ2 Form ccccccccscsetereteresesesenes TV3 TV4 TCEQ OP REQ3 Form cccccceseeeeseeeeteeeesteeeens TV4 TV5 TCEQ EData File Report OP UA SUM REQ2 REQ3 ceeeeeseesteeesneees TV5 SR1 TV Special Regs Fast Special Regs List SR1 UT1 Utilities Prior Superceded To Current Revision Migrates ccccccccccssssseeeeeees UTI UT2 Utilities RRT Decision Flow Update Action Log Report cccccccccccssscececeesesseeeeeeeesssseeees UT2 IE1 Import Export Export to TaskTrakker Report IE1 Section 3 Permit amp Applicability Report Examples
79. 5 D5 OpUA Forms Selection of the OpUA Forms tab on the Equipment Entities ID Significance and Applicability Data Entry form enables selection of an OP UA Form and then ADD EDIT of data for the selected form Equip ID OpStatus Significance Direct Applicability OPUA Forms TY Neg Applic Direct TV Unit Summary RleaApplicabilty OpUA Form Open and Current OpUA Forms Review KeyD ata Edits For this Equipment Entity TEXAS TCEQ OpUA FormT able Add Edit selection OpUA List Filter Select OpUA for DataEntry Check desired Add E dit Showme options fos zZ M RATFlow M Citations M SpecRegs I Show Message if RAT Not Processed OpScenario SOPIndexNo OpUA Info Note are Editable in this listing Na amp dd Delete Listing of current OpUA data for this Equipment Entity Refresh List OpUAFormTable IRFD SOPIndex OpUA Line Note gt TX UA3 TBL3 1499 60Kb 1 ALL SCENARIOS Record 14 4 1 ou l gt of 1 OpUA Forms tab The TCEQ OP UA FormTables that have been used for this piece of equipment are listed here To open a form for data entry first select the OpUA List Filter for the desired equipment type Click on the Select OpUA For DataEntry dropdown arrow button for the list of forms associated with that equipment type The TCEQ OP UA FormTable Revisions appropriate for the Title V Equipment Type i e 03 Tanks 04 Loading are offered for selection Refer to TCEQ OP U
80. 5 18 FileOQps Qkexit FS E gy DS Format Permit RegOps Unified Ops TaskDefs Ops Q Reports Mgmt amp Title v All Facility Areas OpDUP OpSYS Add Edit it Equipment Add Del Direct Applic J Permits 1D Name IssueDates E Equipment Import Export Permits amp 3 ReaApplic Utilities Applicability EZ Rea Applic Libraries Data Add Edit Menu Selections Admin Ops Window Help See separate IntelliRegs Users Manual for NonTexas State Forms Preference Section 2 Permit amp Applicability Operation Instructions Page 2 2 B Facility Area Facility and Area Identification Selection of Facility FacilityArea Permit ID OPDUP OPSYS Form and Data Ent Enter Facility Facility Area OPDUP and OPSYS data for your facility before proceeding with other Permit amp Applicability data entry Each equipment item will be linked to a particular Facility Area OPDUP and OPSYS To begin Facility and Facility Area data entry select Facility Areas OPDUP OPSYS from the IntelliRegs TEXAS Permit RegOps menu bar drop down list amp Facility Area PermitID OPDUP OPSYS Data Entry FacilityID PDC4697D County Farat a FacilityName PDC Testing Arington 14 State TX RN Number RIN123456789 CN Number cNooo000001 NonAttain Area Dalas Fot woth zf Major Nox E Facility Areas Permit Areas Facility OPDUPs Facility OPSYS Add enter for each Facility Permit Area PermitID may be blank until assigned known
81. 6 Task Definition Development Operation Instructions Page 6 5 Citation Full Text No maximum length for this data cell The Full Text can be obtained from the TCEQ or Federal websites Enter Citation paragraph text or cut and paste from other open Windows applications Enter atsign and or remove periods to revise the SmartParse breakout components Text only for the particular Citation Number should be in the FullText field Do not include text for following lower level citation outline Citation Numbers For example for Citation Numbers 60 992 a and 60 992 a 1 the FullText for 60 992 a should not contain any of the text that is contained in the FullText for the following lower level citation 60 992 a 1 Note The atsign can be used to force component breakout but it may incorrectly be identified as a difference between your stored citation text and the latest revision Most users will want to remove atsigns after running the Smart Parse operation to return the citation text to the original value Care should be taken to see that the correct spacing and punctuation have been restored after use of the atsign IntelliRegs and TaskTrakker process Citation Applicability to identify all subordinate Citation Numbers for a given Applicable Citation when it is a grouped G citation For example if the applicable citation was G 60 992 a indicating a group citation applicable then data from 60 992 a a 1 and a
82. 6 MB minimum Disk Space Minimum for Install and Review 30 MB Recommended for Extensive Data Entry Storage 50 100 MB MSAccess 97 with SR1 and SR2 MSAccess 2000 2003 with SR1 Installation Instructions Installation of IntelliRegs is made from the Compass CD provided by PDC to licensed users of IntelliRegs You must have MSAccess installed and operational and all Service Releases installed For Access 97 the URL for SR support is http support microsoft com default aspx scid kb en us 165272 IntelliRegs must be installed at from each workstation which will run the program Please do not try to install onto one workstation and copy files to another workstation Installation from the CD at each workstation insures the proper checking and updating of windows dlls the proper registration of needed controls and correct installation of the folder and shortcut for IntelliRegs PDC recommends that IntelliRegs smde and RW_Sys mdw be installed and run from each workstation for best program operations Where possible it is recommended that these files be installed and run from the default installation directory c IntelliRegs On a version update of IntelliRegs mde this requires the new file to be copied replaced to each Workstation but the performance benefits of individual copies on workstations is worth it Other operational and recovery benefits also favor location on each workstation For optimal viewing of all screens within the p
83. A Form Instructions to determine whether a form is appropriate for the equipment item If you wish to enter data in another Equipment Type form you must first change the OpUA List Filter to be able to select different forms OpUA List Filter Internal for the IntelliRegs program This value determines the list of OP UA forms that will be offered in the Select OpUA for DataEntry operation If the equipment item will use more than one OP UA form type then this value must be reset prior to selecting the Select OpUA for DataEntry dropdown to have the desired UA forms displayed For example if an equipment item must report using OP UA 3 and also report using OP UA 7 then enter 03 to select UA3 forms then later enter 07 to select from UA7 forms Note Changing this class code has no effect on existing already entered OP UA data or on the printing of OP UA data for the equipment facility After selecting the OP UA form from the drop down list the Add Edit Selected OPUA Form button is enabled OpUA List Filter Select OpUA for DAER TE Check desired Add E dit Showme options fos TX UA3 TBL3 Selected OPUA Form M ARTFlow M Citations V SpecReas J Show Message if RAT Not Processed Section 2 Permit amp Applicability Operation Instructions Page 2 16 The Add Edit Showme options checkboxes determine whether secondary floating windows will appear with your OP UA form data entry upon open of the OP UA form All secondary win
84. ApplicableRegs Update Not filtered by this screen s filter C User Filter Specified Equipment Updates Selected per this screen s filter selections or ALL if no filter conditions 339 Equipment entities selected for update posted applicable regulations processing Equipment subject to the filter selections 1D Preview list of equipment entities set for update of Posted Applicable Requirements Per Filter and Option Selections Refresh Run Update of Applic Updates Posted Applicable Requirements Counts Using Selected Filter Conditions and Posting Option 10 280 Equipment Citation RequirementT ype data rows in the Posted_Applicable_Requirements table 5 945 Selected Posted Applicable Requirements data rows for reports operations based on entered Filter Conditions at this screen In the example screen 4 equipment regulated entities are set for update refresh If this option is run then the Posted Applicable Data is completely updated for all of the selected equipment items A list of the equipment entities selected for updates can be reviewed by clicking the Preview list of button The Refresh Applic Updates Counts button can be run if the counts do not appear to correctly reflect refresh and or filter changes The updated current Posted Applicable Requirements data is reviewed reported and exported using the functions on the other screen tabs Section 4 Unified Operations Operation Instructions Page 4 5 Cli
85. Area PDC4697D MAIN RRT Chart TX 60Kb 4 28 05 UnitiID A1_F300D OP UA Line Note DA Profle 03 303 _Overnides gt Submittal ID JM z RRTFlow amp IDs Special Regs SOP GOP Index No Anfo F E0KbT Construct Mod Date nfo be t i t s S Product Stored nfo F PTCOSF3 i Storage Quantity Gallons Enter numeric i e 19000 Info jooo Storage Capacity Per TNRCC Yalid Values List nfo F 40K Maximum TYP Quantity Psia Enter the actual quantity amount i Info a5 Maximum TYP Per TNRCC Yalid Yalues Info Fe 2 4 0 z Record I4 4 iI gt gt I gt of 1 Filtered The above screen shows the RRT Flow window sized and placed above the FormTable Data Entry window Some users prefer this positioning as the effects on the RRT Decision Path for any change in form data value can be seen immediately after any change is entered Click on the HELP button in the RRT Flow window to get the information as shown and discussed on the next page of this manual Section 2 Permit amp Applicability Operation Instructions Page 2 21 RRT Decision Flow and Applicable Citations Determination The HELP button in the RRT Flow amp IDs window presents the dialog window shown below which explains the RRT Flow Path notation and color codes E RRT Flow amp amp ID Screen Help Information a xi The flow string displays Yes or No decisions flow based on the entered UA form values and based upon the RAT logic flow UA f
86. C Corp TX Testing CAINTELLIREGSIUT _Master_2006 03 31 mdb Knowledge Base Read Only from PDC CAINTELLIREGS WrizBase mdb Current UserlD RightsLevel Session Note UserlD RightsLevel Session Note D Appleby SysAdmin PDC RMOC resolution Copyright 2006 it t elliR g sS Process Data Control Corporation B17 459 4488 Fax 817 459 3055 EMail support pdccorp com Clase Continue gt Files Installed By And Used By The IntelliRegs Program IntelliRegs installs and uses the following files Note On installation all files are installed into the c IntelliRegs directory IntelliRegs mde and Rw_sys mdw should stay in this directory on each workstation The datafiles WizBase mdb and IR mdb can be located on a server directory for multi user access IntelliRegs mde The command file for IntelliRegs This is an MS Access executable file This file is replaced for IntelliRegs version changes The name of this file may include the version number or contain the configuration version such as IntelliRegs A2WNT mde This is a compressed executable file format with no objects available to or needed by users directly When the IntelliRegs application is upgraded to a new version this file is replaced Several MSOffice Windows version configurations are provided A97W98 A97WNT A2WNT A2WNT2 Once you find the correct configuration for your PC then use the upgrade for that Section 1 Introduction amp Gene
87. C Corp oupas E Source documents from Agency websites Company A IT _Facility_database IT Master _ database Update Refresh Program Major Functions 1 Performs extract of selected Task Groups e g 60Kb Company adds 2 Loads text components and or new Tasks and or tasks that don t exist in target i 3 Writes a log file explaining the Task Attributes updates process and results 4 Loads and parses text from a text file usually downloaded from an agency website Plant specific Compliance Assurance Tasks IT_Facility_database Log File Explains Results of Update Refresh Note PDC runs this function for initial load of a rule in IT_ Master_database and to review future revisions to the same rule Overview of Management of Change Service Center IntelliRegs Source documents ___Subseriber C__ from Agency websites Subscriber B Subscriber A Master P Facility IntelliRegs Database Database COMPASS Management of Change Service Center Provides Text and components from IT_Master_database following revisions to supported state and federal rules Master Task Definitions Provides Task extracts from Task Updates following Rule IT_Master_database the central repository Revisions and Management maintained by PDC of Change Notifications Provides notification of tasks that will be affected by changes in rules for which tasks were
88. CM Knowledge Base K4 Direct Applicability Section 2 Permit amp Applicability Operation Instructions A Introduction to Permits amp Applicability Features Summary The Permits amp Applicability operation enables facility area equipment and equipment related data to be efficiently created revised maintained and reported The program outputs management reports Title V forms and creates TCEQ approved Title V electronic submittal files The general sequence of processing is 1 Identify Facility and Areas 2 Identify Equipment and indicate Title V reportable status 3 For Title V equipment enter OP UA data for all applicable OP UA forms 4 Enter equipment direct negative applicability citations and OP SUM values 5 Run OP REQ2 and OP REQ3 and identify any citations to be removed or added to the RRT determined negative applicability and or applicability 6 Enter citation adds removals for negative applicability or applicability as Special Regs Rerun OP REQ2 and OP REQ3 to confirm as desired 7 Enter as Special Regs all equipment direct citation applicability for any OP UA form determined applicability not provided by IntelliRegs i e UA12 8 Create dataset s using Reports Title V output reports 9 Revise and recreate datasets until satisfactorily then edit any ad hoc required edits of the dataset values 10 Generate application or amendment from the dataset including printed file versions and EFile s
89. Citation Number amp FormTable Data Entry TX UA3 TBL6 OpUA TX UA3 TBLE FD 1503 Account PDCOOO1 EquipID Name 28 1000 Activator No 1 Main Burner FacArea PDCOO01 PE PP RRT Chart TX 61Y 11 18 98 UnitID 1000 OPA Line Notef_vemrdes gt Submittal ID Special Regs Secs 1 1 Data Value Help Stringency Alternate Means of Emission Limitation AMEL AMEL ID No Tank Description Info i Record 14 4 gt gt t gt of 1 Filtered gt The lt Overrides gt command button on the OP UA data entry screen provides online help info example screen shown below explaining the RRT Override process Info Window RRT Decision OverRide Operation If necessary you can direct the RAT Determined decisions to make a Yes Y or a NofN decision overriding the Regulatory Wizard program s knowledge base Overrides may be entered into the yellow OVERRIDES field on the UA form data entry window An override will be processed immediately after entry of the override value s and or on every any change to the unit attributes on the UA Form table Override Format Number orN Separate with Commas No Spaces Ref Example RAT Flow Before Valid Override Example RAT Flow After Override 1 G27 CO2 gt 3N gt CO4pEnd BEN fy gt 2v3 C02pBYp CO3pEnd Decision 3 is overridden to Y Yes as indicated by curly braces in revised decision flow Override 6N has no effect since decision 6 is not encountered in the decision
90. DateTime Components All Attributes Cp UserStatusCode Components KeyWords Data C User s Edit Comments Contains keywords filter Keyword KeyWordi t2 KeyWordit3 and and PAR Applicable Options G ae ee ae i abitty Filter ugitive Applicable ee eee Ven ieee ee PAR should be current C Has NO PAR Applicables Run Selected IV Preview Before Print Ctrl P Print Component T askDefs Legend tp identifies a report always Report Previewed Not eligible for Direct to Printer Reports Section 6 Task Definition Development Operation Instructions Page 6 42 The TaskDef Exports History shows when tasks have been exported from IntelliRegs as a log of date time or a list of citation numbers with or without attributes IntelliRegs Citations TaskDefs Exports Reports MainFilter All ReportTypes Filter s For Indicated Reports Blank Value ALL Not Filtered Citation Group Subpart Citation Wildcard RegAgencyChapter Citation FullT ext amp KeyWords Reports Components T ask Definitions TaskDef Exports History Custom Special Close Reports Screen ACH Task Definition Exports Reports Exports Filter Optionall MainFilter y Barrit See ee i Exported DateTime 24hr Clock Sal fo Minimum Change ImpactScore J S First Sends Only Exported TaskDefs Key Attributes j_ Exported TaskDefs All Attributes ___ f Exported TaskDef Changes Analysis _
91. EQ 30 TAC RegAgency Chapter also do not require a prefix such as 30TAC Members of these two special RegAgency Chapters are the only Citation numbers that are not prefixed by a RegAgency Chapter code Other RegAgency Chapters Other RegAgency Chapters are created as required for the Citations that you need to enter into your IntelliRegs system Add the RegAgency Chapter at the RegAgency Chapter data entry screen and then the new value will be available for selection at the Citation_FullText data entry screen for Citations that are to be members of that RegAgency Chapter Be sure to create a short definitive prefix that you will use as the beginning characters for all citations that are members of your new RegAgency Chapter Some example RegAgency Chapters are in the base IntelliRegs Section 6 Task Definition Development Operation Instructions Page 6 57 system Create your new RegAgency Chapters similar to those examples You may delete example RegAgency Chapters that you will not be using if you wish to do so amp Reg Agency Chapter Data Entry Regulation Agency Chapter is assigned to each Citation Full T ext to identify the Regulation area RegAgencyChapter must be selected from the RegAgencyChapter table data values al pa paR a Users can add RegAgencyChapter records at this data entry screen Deletions are allowed only if the RegAgencyChapter has not be assigned to any Citation FullText or Historical Citations record Sub J
92. ETONAL 60Kb 2 Acetonal TX UA3 TBL3 95 02 986 ALL SCENARIOS M 60Kb 3 UA Profile 03 3 02 TX UA3 TBL3 95 19 1042 ALL SCENARIOS 60Kb 2 UA Profile 03 3 01 65 996 ALL SCENARIOS M R5112 086 UAProfile 0374 03 65 7 997 ALL SCENARIOS M R5112 00a UAProfile 03 4 04 TX UAS TBL4 95 14 1044 ALL SCENARIOS R5112 008 UAProfile 03 4 01 TZ LIA3 TRI A 96 4 ALL SCENABING P119 008 A amp Brofila 03 4 A 1nds Record 14 4 iI o gt gt t j of 346 For Facility Area ID PDC4697D MAIN lt lt Use record move control for NEXT PREV Fac rea Record 14 4 J 2 gt I r of 2 All data editable on this screen is also editable at each Equipment OP UA form data entry screen See User s Manual Section 2 C5 This screen provides all OP UA data rows view and editing of Keydata items in a spreadsheet fast edit format You may review the Keydata of each OP UA data row in your Title V Permit amp Applicability data in this screen Submittal ID Overrides and SOPIndexNo can be edited Other fields are not editable read only Note If you revise the Overrides value you must run the TV Utility RRT Refresh or open the Equipment OP UA Form record to create refresh the RRT Flow string and or revise the RRT determined citations list The screen also enables deletions to be made by highlighting one or more rows and pressing the lt Delete gt key Multiple row deletions may be appropriate after reviewing Old To New data mig
93. Facility and Facility Area data you may delete any all temporary or demo data rows Permit ID The identification number of your Title V Permit Notice Warning The IntelliRegs program will link equipment data and other data to your selected Facility Area Therefore if the Facility Area ID is changed all equipment items previously linked to the old previous Facility AreaID would need to be edited to select the new Facility AreaID It is recommended that you carefully establish the FacilityID and Facility Area Ids and so that changing of the Facility Equipment assignments will only be required only if a major Title V Permit revision reassignments occur Section 2 Permit amp Applicability Operation Instructions Page 2 4 Facility OPDUP OPDUP is a term used by the IntelliRegs for the business management assignment defined as the Operating Department Unit or Process Whatever the terminology used by your company for its business organizational structure the OPDUPs should reflect the management entities to which Facility Equipment is assigned for regulatory compliance responsibility Facility OPDUPs Add enter for each Operating Department Unit Process OPDUP to be assigned as the Compliance Responsible business unit for Facility Equipment An OPDUPID will be locked and cannot be changed and the OPDUP record cannot be deleted if any Facility Equipment is linked to the Facility OPDUP ID Facility OPDUP Operating Department U
94. General Features Review and Program Files IntelliRegs Features Overview IntelliRegs Program Menu Bar And Help Selections Files Installed By And Used By The IntelliRegs Program Your Facility Files Are Maintained Never Replaced By IntelliRegs Updates System Requirements Installation and Upgrades System Requirements Installation Instructions Special Or Custom Instructions Naming Facility Databases Getting And Implementing IntelliRegs Program Updates Startup Startup IntelliRegs From The Compass IntelliRegs Selection Startup Checks IntelliRegs Files Before Opening The Startup Screen The IntelliRegs Main Startup Window Proceed Connect Or Quit Checkout IntelliRegs Using The Demo Databases Default Setup Starting Up IntelliRegs After A Program Or Knowledge Base Upgrade Security Security LogIn User IDs and session notes Connection to External Databases The Connection Dialog Window Selecting And Making New Connections General Data Entry Program Use Notes Navigating The Program Command Button Selection And Menu Bar Selections Data Window Record Operations Next Prev Last First Form or Datasheet Adding And Editing Data Using MS Access Windows Capabilities Saving And Restoring Your Facility Data Open Facility Databases What Do Open Databases Mean To You How To Access Your Facility Databases For AdHoc Analysis And Reporting Special Data Processing Operations C
95. LETE OP REQ3 records The OP REQ3 COMPARE dataset compares the Details Value String values of UnitID SOP IsMain PreRegBlock to determine if a Key Matched item is UNCHANGED or CHANGED If a Detail ValuesString change then the COMPARE processing will identify the fields changed into the PDC ChangesNote field 5 Data review edits for TX_OpReq3_COMPARE me ee EET E TET E 115 127 a 2 A 115 122 a 4 gt or re Section 2 Permit amp Applicability Operation Instructions Page 2 50 DataSet Reports and Utilities Copy Dataset and Archive and COMPARE DataSet Reports Copy Dataset copies the data from one Dataset Source Dataset to another Dataset Target Dataset amp TCEQ DataSets Operations Screen X Create modify and report on TCEQ Datasets RefreshPickLists Report Form EFile Date Stamp 03 06 2006 TV ARCHIVE Create Refresh TV ARCHIVE Review Repott EFiles COMPARE DataSets Datasets Reports and Utilities Replicate an existing TY ARCHYE DataSet to a new named T Y ARCHIVE DataSet Open the COPY DataSet form to identify and replicate an existing T Y ARCHIVE DataSet Open form Copy Dataset Header Data Reports with OpSUM OpUA OpREQ2 OpREQ3 record counts InteliRegs TCEQ Datasets Reports Dataset ID and Description Archive Datasets CreateDate and Lock Status Report Preview AccountNo ANH CNH PermitNo RevisionNo COMPARE Datasets Datacounts OpSUM
96. MPARE dataset select from the drop down list presented TV ARCHIVE Create Refresh TV ARCHIVE Review Report EFiles COMPARE DataSets Dataset Utilities NONFUG2 S_3 COMPARE Type DataSet ID Select an existing COMPARE type Dataset for review or reports or enter a new COMPARE Dataset ID COMPARE Dataset Create Edit Description or Refresh Compare Data Identify the TV ARCHIVE Prior and Later Datasets edit COMPARE Dataset settings and then Create or Refresh Update a COMPARE DataSet tun selected COMPARE data processing refresh operations for OpSUM OpUA OpReG2 0pREQ3 Review Report or Generate EFiles for TY ARCHIVE DataSets Review Edit MgmtRpts TCEQ Formats FormRef JT ChgsOnl AllData Chgs Data Only Data Only Chgs Adds Deletes and Changes OP SUM OP SUM 100 E E E OP UA OP UA 0 E E OP REQ2 OP REQ2 0 E E OP REQ3 OP REQ3 895 o B Screen Preview Ctrl P to Print Run Selected COMPARE DataSet Reports M The following section of the User s Manual provide instructions on Create or Refresh Update a COMPARE Dataset Identify the prior and later Archive datasets and run compare processing Edit COMPARE dataset description attributes Review Edit COMPARE Dataset OP SUM OP UA OP REQ2 and OP REQ3 data Management and TCEQ Report Formats Preview and printout AllData and ChgsOnly versions of COMPARE datasets Section 2 Permit amp Applicability Operation Instructions Page
97. N YOC c04 MN YOC c04 RK YOC c04 RK VOC cos MN VOC cos MN VOC cos RK VOC CoS FP Voc C23 MN YOC MN YOC gt In the example above RRT Determined citations from blocks C04 C05 and a partial of C23 are shown RRT determined applicable requirements are for review They do not influence the actual UA Applicable requirements Note The numbers assigned as identifiers for the RRT Flowchart citation blocks i e C04 C05 and C23 are assigned by PDC and do not appear on the TCEQ RRT Flowchart The identity of blocks can be rather easily determined by review of the RRT Flow logic Report C1 and the printed flowchart Section 2 Permit amp Applicability Operation Instructions Page 2 27 Special Regs for Equipment OP UA Data Entry Special Regs are also referred to as OpUA Applicable Requirements IntelliRegs reported applicability for an OpUA row is equal to the entered Special Regs independent from the RRT Determined citations Review reports and data lists are provided for the UA Applicable Requirements RRT Determined and a comparison Add edit delete Special Regs for an OP UA row in the Special Regs OpUA Applicable Requirements floating window available during OP UA form use Entry of Special Regs is easily done but care must be taken that the complete correct values are entered for the applicability An example Special Regs data entry window is shown below FD 6491 OpUA Applicable Requirements i
98. OC Analysis screen will become active and additional date entry cells will be made available and other cells previously locked will become available for editing Citation Full Text Data Entry Form Dl x Citation Number 76024 SC09 x EDITS based on Status Modes Reg Change Mgmt Program User Maintain X Active Citation 20 Citation FullText Status amp Classifications Applicability Status TaskDefs Summary Reg MOC Analysis Form Status NEW CITATION S REGTEXT COMPARE TO Text Editable Will become new RegT ext if UPDATE run Remove CRLFs These facilities shall comply with all requirements of EPA Regulations on Standards of Performance for New Stationary Sources promulgated for Equipment Leaks of VOC in the Synthetic Organic Chemicals Manufacturing Industry SOCI and YOC Emissions from SOCMI Distillation Operations in 40 CFR 60 Subparts 4 YV and NNN Edit Copy of CURRENT CITATION REGTEXT Edit for comparison Does not change actual current RegText Remove CALFs These facilities shall comply with all requirements of Environmental Protection Agency Regulations on Standards of Performance for New Stationary Sources promulgated for Equipment Leaks of VOC in the Synthetic Organic Chemicals Manufacturing Industry SOCMI and VOC Emissions from SOCMI Distillation Operations in 40 CFR 60 Subparts A VV and NNN Comparison Findings Read On F Replace Current RegText with Edit Copy facilities shall comply with all r
99. Q format OP REQ3 form Use Option B Page 1 and Page 2 if submitting paper form without Electronic data to the TCEQ which has been accepted by TCEQ for submittal with Title V Permit Application See TVS for a printed report of the Electronic File report of OP REQ3 Data Printout of IntelliRegs Created TCEQ Submittal Electronic Files Contents Note This output is only available simultaneous to the creation of the electronic file generated from the same data used to create the EFile Reports for OP SUM OP UA OP REQ2 and OP REQ3 are similar in format By displaying a black rectangle at the beginning of each EFile row this report better identifies actual data in ASCII rows which may not be easily defined in a direct printout of the ASCII file Section 3 Permit amp Applicability Report Examples amp Attachments SRI UTIL UT2 IE1 IntelliRegs Permits amp Applicability Reports Reports Definition and Use Benefits Summary Special and Utilities Reports TV Special Regs Fast Special Regs List This report lists all Special Regs in TVUnitID FD SOP Citation ReqType sequence All fields of the Special Regs data are printed out grouped by FD sections The entire Special Note will be printed as the report cell expands if required This report is generated from the TV Special Regs Fast operation selection of the LIST REPORT command button See User s Manual Section 2 H TV Special Regs Fast Utilities Prior Superc
100. Quantity Psia Enter the actual quantity amount i Info 250s Maximum TYP Per TNRCC Valid Values CS E Storage Yessel Description Info fFAst x IFR SL Record 14 4 1 gt gt t gt of 1 Filtered gt F The top section of all OP UA data entry forms contains the following controls and cells Display Only Not Editable OP UA Form The Form and Table and Revision date of this the selected OP UA form EquipID Name RefID PlantEquipID Name RRT Chart TCEQ RRT Flowchart and Revision date matched processed this OP UA Account FacArea UnitID For the current equipment item FD A unique number assigned to a OP UA data row Internal for IntelliRegs Entry Cells Editable by user for each OP UA data entry row OP UA Line Note Optional Any user info For example may contain actual values for documentation rather than the selected TCEQ values i e Const 1992 222 000Gals Capacity or information on OpUA profile designation Field is longer than shown and will hold and report for 65 wide Overrides Optional See separate instructions in this User s Manual on the use of this cell RRT Overrides and or select Overrides command button for info instructions SubmittalID Optional Select from drop down list to designate OP UA data row s submittal ID i e 0 Original Title V Submittal 1 Revision 1 M Master OpUA datarow See TV Submittal ID for the add edit of SubmittalIDs See Reports for report selection
101. Reports UA Attributes String Section 2 Permit amp Applicability Operation Instructions Page 2 63 Select a Facility Area from the drop down then select the Add Edit Identify OPUA Profile Masters and Members button The UA Profiles Master and Details Data Entry screen is shown below amp UA Profiles Master and Details Data Entry gt Not Filtered All FacAreas Shown Screen Info Create Refresh Members UAProfileN ame U03 T03 01 IDH 4 T Set Member MasterSOP FDIDNo_Master 406 FacArea PDC001A Main SOPH 60Kb 1 The identified Master OpUA row UA Tx UA3 TBL3 10 98 must also be a member of the UA T UnitID Tank01 MstEqReflD 36 Profile Equipment list below SRE TB VOL AMOUR AO S027 4S _Equipment ID List UA Profile Equipment Members Add Edit data show Info Display IY Show FDNo 0 Msg Add Edit The T UnitID Add Edit All in same Fac rea Yes Master EquipRecID TVUnitID UAFDIDNo FacilityArea Mst Di 36 Tank01 406 PDCOO1A Main 5668 Tank02 0 PDCOO1A Main 569 Tank21 0 PDCOO1A Main Record 1 q 1 F RAE LEJ of 3 Record fal 3 gt rif LEd of 4 Enter the Form and Table number in the UAProfileName field The 01 represents the first UA attribute string on that form Subsequent different attribute strings would have the same Form and Table name but 02 03 etc Next enter the FD from the Form in the FDIDNo_ Master field You may optionally enter the UA attributes in th
102. Review Edit Component Tasks covers data entry for each of the tab group task data entry views Section 6 Task Definition Development Operation Instructions Page 6 20 B4b Task Description Attributes The left most tab of the Component Task data entry form when selected displays Description amp Frequency attribute data elements for review and editing The tab group screen is shown below amp Citation Components Form Only Citations with Components zigi Citation Is Active Citation Citation Group Parent_Citation Do SmartParse Display Parent R 111 1111 HA i Yes fi 114 fi 11 111 fal 4 A I Citation Full Text E fii by a daily notation in the flare operation log that the flare was observed including the time of day and whether or not the flare was smoking For flares operated less frequently than daily the observation will be made for each operation The flare operator shall record at least 98 of these required observations If smoking is detected compliance with the emission limits of this paragraph shall be determined using Reference gt Sequence 01 TaskName Flare observation x Last Edit 01 18 2002 6 00 Req Type a J W Is this a Compliance Action Item Last Export Active Task Yes Is TaskDef Approved for CMP use EditStatus 3 EditStatus Info Description amp Frequency Methods amp Linits Responsible amp Repository Other Task Attributes User Status Info KeyWords MOC Vv Switch to Active N p to deac
103. SR or Standard Exemption or Permit By Rule Title 1 Ops Code s Enter Title I preconstruction authorization PSD and nonattainment permits for which the unit is operating Examples PSD TX or NA GroupID Optional Enter the unique ID No for the group for purposes of completing the unit attribute and applicable requirement forms in the appropriate format Example GRP ProcessID Optional Enter the unique ID No for the process group for purposes of completing the unit attribute and applicable requirement forms in the appropriate format Example PRO Plant ID Optional Enter the unique ID No for the plant for purposes of completing the unit attribute and applicable requirement forms in the appropriate format Example PLT Section 2 Permit amp Applicability Operation Instructions Page 2 31 Force to OPSUM Enter any values you wish to be placed into the OP SUM data by default for the Unit Note The actual dataset values can be edited See TV Reports DataSet Edits OP SUM if these default values are not correct for the actual OP SUM form row IntelliRegs requires data to be entered meeting TCEQ specifications Validation warnings will be displayed if any entered value fails to pass validation checks Section 2 Permit amp Applicability Operation Instructions Page 2 32 D8 RegApplicability You can review a report or form of the regulatory applicability for the Facility Equipment item by selecting button
104. Selected Reports button Report operations are selected and run from each tab group from the Reports screen as shown below amp TEXAS Reports Equipment Unit Attribute Applicability Title Datasets Non Title Applicability Reports Filter Report Form EFile Date Stamp 2 24 2006 Equipment Scope Filter Filtered Reports No Equipment Filter C FacA rea TVUnitID Facility Area Facility OpUA Submittal ID Filter Filtered Reports Submittal 1D z Equipment Tx TCEQ OpUA TX TCEG CM Knowledge Base Direct Applicability A Equipment Regulated Entities Reports M AQa Facility Areas M AOb OpDUPs I AOc OpSYSs Reports A1 A2 A3 A6 Filter Option A1 Equipment All Data Elements Report Yes or No for Title Reported A2 Equipment Significance Report Is Title Significance Note C Yes Title Reported A3 Equipment Listing A3a TVUnitID Sequence C No Not Title Reported C A3b PlantEquipID Sequence A3 3 QC Equipment Significant Applic with Issues I OpDUP Grouping A4 Equipment Direct Negative Applicability NA Report a A5 FacArea Status Summary FacArea Equipment counts and OpUA Row counts A6 TCEQ GRP Groups Equipment Members Listing A7 TCEQ PRO Process Equipment Members Listing A8 Equipment IsTitle List w OpUA and NADirectCounts AllList IsTitle Variance Run Selected Equipment Report s M Screen Preview Ctrl P to Print
105. To Export Task Definitions Designate the file path and filename of the text file to contain exported tasks to the CMP in the Target Export Filename data cell on the Main Screen The directory must exist and the filename must end with txt The first time a file is exported it will have the current date and the letter A Subsequent exports done on the same day are identified with the same date and B C etc A User Export Note is required Enter it into the box provided Section 6 Task Definition Development Operation Instructions Page 6 35 You can create the file on a disk if desired and name the file as desired Example of create on diskette in drive A a PDC_Tasks_To_TaskTrakker txt After the ExportFile directory and name and User Export Note have been entered select the Post Loaded Approved Task Definitions and Create Target Export File command button When the file is created successfully a message will confirm completion and indicate the number of task records exported An ASCIL tab delimited file is created meeting specifications for CMP import This file should not be edited in any way prior to use in the CMP import process Run _TaskTrakker to Import the IntelliTask Tasks Using the TaskTrakker program select the IntelliRegs icon from the menu bar then select Import Tasks and designate the txt file created by IntelliRegs Select Load File and run the Import Tasks to populate TaskTrakker with tasks
106. Transfer Options Records To Transfer Options TEST Citation FullText Records Only Citation FullText and Component T asks records If For Citation Beginning or For Citation Group s Scope Filter options are selected then additional data entry selection cells will be offered to define the criteria Note Using the Scope Filter options a single Citation or set group of citations can be import exported Using multiple filtered transfers virtually any combination of Task Definition data can be transferred between different IT_ mdb Task Definition databases This Import Export Merge Split enables multiple data entry of Task Definitions to be easily and efficiently combined as needed Section 6 Task Definition Development Operation Instructions Page 6 45 C4 TaskDefs Export Compliance task definitions defined in IntelliRegs may be exported to a text file for use in TaskTrakker or other Compliance Management Plan system amp Compliance System Task Definitions Approval Exports a ol x 5 Task Definitions are eligible for export Session DateTime 10 07 2004 16 48 Specify IntelliRegs Task Definitions for Export 5 Task Definitions are selected for export per filter specifications IM Task Definitions edited after last export approval date ROAR Check Reset All EditStatus Citation SubPart z User Defined TaskDev Status Citation Section Ops Activity v Regulation Category Responsible Dept Previ
107. UA Profiles from the Reg Applic Ops menu the TV OPUA Profiles Operations main screen opens as shown below E TY OPUA Profiles Operations x OPUA Profiles information enables equipment with identical OPUA form attributes RRT Determined Citations and Special Regs to have special process functions performed This screen provides for data entry reports and running of OPUA Profiles Operations Use of OPUA Profiles is helpful in more efficiently entering and maintaining Title Y OPUA OPSUM OPREQ2 and OPREQ3 data for identical equipment Facility Area of Profile Operations PDC4697D MAIN lt lt lt Optional If blank 4ll Facility Areas Add Edit Create OPUA Profile names identify a Master QPUA Datarow of that OPUA Profiles Profile and identify equipment with identical OPUA Profile OPUA Profile Masters and Members Duplicate Duplicate Master s OPUA values RA T Determined Citations and Special Regs Updata to every UA Profile member FDNo 0 gt Create FDNo gt 0 Replace existing AE preg Data Replicate Update Options Data From Master Data D Member SOP Master s SOPH Reports Preview Print of UA Profiles Audit Report Summary Profiles Report Selected Reports p Checks UA Profiles M for data integrity errors Detail Profiles Report Utilities Refresh stored current UA form attributes pattern string for MASTERs Refresh MASTERs Attributes string is displayed in Summary and Detail Profiles
108. Unified Operations Operation Instructions Page 4 11 Reports and DataLists of the Applicability Management of Change AMOC data as stored in the PAR_ApplicStartDate table Reports and datalists may be selected for review of the AMOC data The main PAR filters FacilityID Area OpDUP TVUnitID and Citation may optionally be used to limit the selected AMOC data In addition to the main filters you may also use optional FromDate and ToDate filters to add date conditions for the reports and datalists Note that you can easily save datalist data by selecting File Export As XLS file or other file to perform reviews of the applicability in external programs Section 4 Unified Operations Operation Instructions Page 4 12 B6 Posted Applicable Requirements Applicability Reports Posted Applicable Requirements reports can be previewed and optionally printed by selecting the appropriate report button Selection of report data is based on the entered Filter Conditions An example of the Applicability Reports screen is shown below Applicability Updates QA Gpgs SubRegs GA Applicable Regs AMOC Operations Applicability Reports Applicability Export Exchange Reports of Posted Applicable Requirements As in IntelliRegs Posted_Applicable_Requirements table Reports of Reg4pplicability link to IntelliRtegs RegT ext and TaskDefinitions data for the applicable Citation ReqT ype Vv Facility FacArea O pDUP Equipment P
109. User s Manual provides operation instructions for Task Definition Development The Task Definition Development functions within IntelliRegs enable efficient data processing in the creation storage implementation and maintenance of compliance task definitions The operations within this process were originally a separate application named IntelliTask Task Definitions become the foundational building blocks of the Compliance Management Plan Following development in IntelliRegs the Task Definitions are transferred into the TaskTrakker database If applicability information from IntelliRegs Title V Permit and Applicability was also transferred into TaskTrakker then the Task Definitions will be broadcast to applicable equipment to create equipment specific tasks carrying with them all of the default base attributes of the base Task Definition Within TaskTrakker the equipment specific Task Definitions can be further edited to reflect equipment specific attribute information If a rule changes the current Task Definition can be modified to reflect those changes and then the revised Task Definition s transferred to TaskTrakker for Management of Change processing Please also see Section 7 of this User s Manual for Task Definition Attachments including report examples and procedures guidance documents IntelliRegs User s Manual Section 6 Task Definition Development Operation Instructions Paragraph and Title Page A Int
110. When changes do occur compliance tasks should be promptly updated replaced or otherwise changed to accommodate the new rules and determine what changes to compliance tasks resulted Management of change is a four step process 1 Reconnaissance of the activities of rule making bodies i e TCEQ EPA OSHA etc to identify when changes will be made to pertinent rules 2 Assessment of rule changes to determine the impact of such changes on compliance tasks that are currently being performed 3 Re definition of existing compliance tasks to ensure continuous compliance with applicable rules including new and revised rules 4 Implementation of revised tasks and or elimination of obsolete tasks based on the results of the prior step You may perform all of these steps modifying applicability and task definitions to conform to changes affecting your facility The IntelliRegs program provides all required data entry interfaces to enable maintenance of applicability and task definitions Optionally you can participate in PDC s Regulatory Management of Change Services RMOC which perform much of the Reconnaissance Assessment and Re definition process for multiple IntelliRegs user benefit IntelliRegs users may subscribe to PDC s Regulatory Management of Change Service Every subscriber to the RMOC Service can register all or some of their regulations and permits with the RMOC Service Center in Arlington Texas Once a regulation or
111. aSet Created DateTime 3 1 2006 2 06 22 PM lt lt Can Edit Change Max 30 Chars lt lt Max 150 Chars lt lt TCEQ Max 50Chars lt lt TCEQ AcctNo Max Chars TCEQ Permit Number Revision Number T Lock DataSet No FTE IntelliRegs assigned DataSet values not editable Current DataRow Count for DataSet Existing datarows for this Dataset Name Create or Refresh T VARCHIVE Type DataSet OPUA _OPSUM OPREQ2 en Option Check to DELETE existing data Option Check to Create Add Dataset Per Filter Specs Dataset Data Selection Filter Facility_Equipment Fac_Area_ID PDC4697D MAIN As specified in the Reg4pplic Reports filter parent form To delete records check the Delete checkbox s To add records check the Create Add Dataset checkbox s Select the RUN button to run your selections Note that your designated filter is shown on this screen Section 2 Permit amp Applicability Operation Instructions Page 2 35 Locking a DataSet Only the Manager or Administrator security levels can lock or unlock a DataSet This creates a Polaroid picture of the data that cannot be edited or deleted When this feature is used the program records the name of the person who locked the DataSet and the date and time it was locked amp Title DataSet Create Refresh Open DataSet ID Description and Attribute Values Title DataSetID PDC Testing MAIN
112. able to your facility and in your Compliance Plan are archived into the Historical Citations table It is not a complete library of prior regulations Most Historical Citatons will be added during the RMOC Master Updates processing or in using the MOC Archive function at the Citation FullT ext data entry edit screen System Administrator and Manager Level users can add edit or delete data using the Historical Citation Form It is recomended that extreme care be taken with adds edits and deletions to ensure that vital Historical data is complete and correct Optional Form and or Report Historical Citation Number Filter Condition lt Blank gt no filter or Select from List or Enter Citation 4sterics for Begins with condition i e 63 12 New Citation Number Change Impact Status Condition 76024 SC09 Prior Citation Number Al Impact Status Not Filtered NoApplic or Comply Impacts and not Renumbered Historical Citation record Possible Applic or Comply Change or created archive on or after Date Is A Renumbered Citation Historical Citations Data Entry Review or ManagerAdd Edit Delete Reports Historical Citations Listing Report Preview Historical Listing Current Citations with Prior Historical Citations with RegT ext Curent Meroe Selection of the Historical Citations Form button will show all the records created by the
113. acility Add Edit operation See separate instructions After adding the needed Facility Area return to the EquipInfo tab to select the Facility Area Facility and Area Values are displayed based upon your Facility Area selection Section 2 Permit amp Applicability Operation Instructions Page 2 10 Dept Unit Proc OP DUP Select from dropdown list If the needed OP DUP is not on the list it must be added in the Facility Add Edit operation See separate instructions After adding the needed OP DUP return to the EquipInfo tab to select the OP DUP Equipment Name Enter equipment name This should be the name as used at the Facility for the equipment Note Another name can be used reported as the Compliance Equip Name Equipment Info Description Additional longer description Compliance Equip Name Description Title V Unit name as to appear in the Name Description data elements of OP SUM report Optionally this name may be different than the equipment item name as in the plant maintenance equipment data Note The TCEQ indicates in OP SUM instructions enter a text name or description for the unit from the PSDB whenever possible If no PSDB name currently exists a new name that is consistent with the existing naming conventions must be provided by the applicant Ops System OP SYS Assign a valid OP SYS value selected from the drop down list Only existing defined OPSYS values may be select
114. ain Screen Other drop down selections TaskDefs Reports TaskDefs Merge Split and TaskDefs Utilities are covered in the following paragraphs See Section 1 of this User s Manual for review general IntelliRegs Menu Bar selections connection form view datasheet view Find DS Format and Help Section 6 Task Definition Development Operation Instructions Page 6 41 C1 Reports Select TaskDefs Reports from the IntelliRegs TaskDefs Ops menu bar to use the Task Definitions Reports form IntelliRegs Citations T askDefs Exports Reports MainFilter All ReportT ypes Filter s For Indicated Reports Blank Value ALL Not Filtered Citation Group Subpatt x Citation Wildcard X RegAgencyChapter X Citation FullT ext amp KeyWords Reports Components T ask Definitions TaskDef Exports History Custom Special Close Reports Screen IntelliTask Status Matrix Report ByRegGroup By Base ReaNo Reports with Filter Condition Options PAR Applicable Options Citation Provision Full Text Report Complete Text E No Applicability Filter Citation Provision Full Text List 1Line Partial Text T PAR Citation Applicable r C PAR Fugitive Applicable C PAR NonFusitive Applicable C Has NO PAR Applicables Citations with Monitoring Options Complete Text Citation Version Control and Change Management Data Elements Reports
115. al and State guidelines To override the program looked up RegName during Dataset creation with another name enter the citation number and desired RegName into the RegName Overrides table shown below amp OpREQ2 and or OpREQ3 RegName Overrides a oj x OpReq2 and OpReqg3 Regulatory Names for created Title V Datasets are based upon program lookups for the citation number OpReq2 Negative Applic Citation for OPREQ3 Main Standard Citation To override the program looked up RegName during Dataset creation with another name enter the citation number and desired RegName into the RegName OverRides table below Add Edit Delete RegName OverRides for Op REQ2 and or Op REQ3 Dataset Creation Citation RegName OverRide OpReq2 Do OpReq3 Do 63 110 b 1 NSPS Kb 63 110 b 2 NESHAP Y 63 110 c 1 NESHAP BB 63 11001 NSPS III 63 11004 NSPS NNN HHA HHH Section 2 Permit amp Applicability Operation Instructions Page 2 34 After entering a new DataSet name or selecting an existing DataSet from the drop down list select the Create Refresh DataSet Ops window shown below amp Title Y DataSet Create Refresh Open button to open the Create Refresh Open DataSet Ops DataSet ID Description and Attribute Yalues Title DataSetID PDC Testing MAIN DataSet Description PDC Testing MAIN AreaName AccountNo Regulated Entity No RN123456789 Customer Reference No CNOOO000001 Dat
116. anc Record 4f lt 1 gt ri of 36 4 E Use of the SQL Update option enables data value updates to be made to one or more Component Task Definitions 1 Specific conditions selection at the Citation Conditions Comp Task Conditions or the SQL Where tab for all records to be updated 2 Enter the SQL update code into the SQL Set field 3 Select the RUN SQL UPDATE button to perform the update 4 Confirm OK at the MessageBox that indicates the number of records that will be updated Optionally CANCEL if the record count is not correct as desired IntelliRegs Component Task field IDs are identified in the DBFieldID in the subform Example SQL Update Code is provided which can be cut and pasted for each DBFieldID During use of IntelliRegs select TASK SQL UPDATE HELP for information and instructions CAREFUL Updates made using SQL UPDATE cannot be reversed so be very certain of the changes before running them Section 6 Task Definition Development Operation Instructions Page 6 32 B5e Task Def Elements Tab The TaskDef Elements tab presents information on each Component Task attribute Please refer to the additional information available by selection of buttons on this tab Properties Legend Screen Information on the Pk Nn Vv etc codes displayed for attributes on the TaskDef Elements screen 6 Advanced Citation Task Definitions Filter Update Edit Ops Enter Filter Conditions for Component T ask data entry revi
117. as each IR_ database has its own valid UserIDs and Security Codes See Security LogIn Also available from this screen is the Backup Compact and Repair feature It is recommended that you run this feature on a regular basis to avoid loss of data Section 1 Introduction amp General Instructions Page 1 15 G General Data Entry Program Use Notes Navigating The Program Command Button Selection and Menu Bar Selections Navigating i e moving from window to window and program operation to operation is performed by selecting Command buttons and or selecting menu bar icons or items from drop down listings The selections required to run particular program operations are indicated in each section of this User s Manual Just follow the sequence of selections to get to the desired operations screen It is strongly recommended that you disable the MS Office AutoCorrect feature for c gt a gt gt D etc to allow correct data entry in the program This may be done by going to the Tools menu AutoCorrect selection in any MS Office program Data Window Record Operations Next Prev Last First Form Or Datasheet Moving from record to record when working with a data entry screen is performed using the Next Prev Last First and other record navigation functions In addition some users find it advantageous to switch from Form to from Datasheet views to perform different data entry and record navigation functions Record navig
118. at TEXA5 Permit RegOps Unified Ops TaskDefs Ops Admin Ops Window Help Oh TaskDefs Reports TaskDefs MainOps PN Advanced TaskDef Filter Ops OF TaskDefs Merge Split TaskDefs Export 3 TaskDefs Utilities DA RMOC amp Master DB Adds or Updates H Historical Citations RegText Tasks Libraries Add Edit General Filter Update Edit Ops Screen procedures The Advanced Citation Task Definitions Filter Update Edit Ops are initiated by selection of the OPEN FORM Components TaskDefs button after optionally specifying selection conditions for the tasks or proceeding with no selection conditions Filter OFF Review All Simple or complex selection conditions may be specified or a SQL Update and or Reports can be run The operations are presented on 6 tabs which are each reviewed in this section of the Users Manual You need to move your cursor to a different cell or press the ENTER key after entering a value in order for your designated filter selection condition to be applied A change in the Filtered Condition as ON OFF and a revised number of specified Component Task Records will be displayed following entry of your new conditions Of course a count of 0 indicates that no Component Tasks meet your specifications The dropdowns and data entry cells provide for simple selection specifications which may satisfy most selection requirements For compound selection criteria or complex specifications you may
119. ata Entry ol x ALL RECORDS Refit 555 TY UnitID 41_F300D Equip Name Main Storage Tank IntelliRegs set ready for 7 No Filter PlantEquipNo 41_F300D FacArealD PDC4697D MAIN RefreshPicks Smart Update of Posted Tobe Title Reported Yes OpDUP MAIN Applicable Regs Equip ID OpStatus Significance Direct Applicability Opua Forms TY Neg Applic Direct TY Unit Summary Readpplicabilty x Compliance Equip UnitID T _UnitID lt Reported ID CO LtBlue Required Not Blank Company Plant EquipmentiID lt Internal company identifer Ro Facility ArealD OP PERM lt Select from valid Facility4rea Permit Area Neca cscs Dept Unit Proc OP DUP lt Business Unit Department or Process UnitID Equipment Name Equipment Info Description Company internal description info specs Compliance Equip Name Description To from regulatory agency desciption Ops System OP SYS MAINT lt Cross Department SysType such as Tanks LDAR Loading Utilities Type Unit Group Process fu g Unique Entity Identifier Index Ke Equip UnitID T _UnitID Source Type Code T K Facility ArealD OpPermID FacArea Next Higher Assembly lt Optional Dept Unit Process OpDuplD ProcessID X Record 14 a j 143 gt gt t gt of 372 Form Header Data Items Displays key data in the header of the Facility Equipment form The values are not editable at the header cells displaying the current values for those key data eleme
120. ata table and its fields are correct and are connected to the command program before dropping the current prior database connection If the new IRA database requires DBUpdates New tables fields or modified fields then the Connect process will make the required changes to the database tables to meet the latest IA database specifications If for any reason all of the version updates cannot be made to upgrade an older version database to the latest version then connection will not be completed and a message will suggest sendint the database to PDC for special upgrade processing Run if advised to do so by SysAdmin or by PDC CONNECT SED To Selected IR IntelliR tanesi Backup Compact and Repair STEUER nelinegs ancel Close of the IR_ mdb Database Database Select the IR_ Browse button then select the desired IR mdb facility database then select the CONNECT button to connect to the databases Note WizBase mdb must be located in the same directory i e all files must exist in the same directory or the connect will not be permitted Also extensive database analysis is performed to confirm that the database is a properly configured IntelliRegs datafile If the file is an IntelliRegs datafile but requires DBUpdates to conform to the latest specifications then the updates will be made automatically a one time operation prior to acknowledging successful connection After connecting to a different IR Database you will be required to LogIn
121. ate to show that this permit condition has been reviewed opy Replicate Citation FullText FromExisting to NewRegft 2 22 2 Run Copy Replicate Citation FullText rom Existing Citation FullT ext CopyTo New Citation FullText New Citation Section amp Text Date Also Copy 2345 SC01 6789 SC01 V Comp T asks 12345 SC01 This permit authorizes emissions only from those points lise CloseUtilities Form 44374 A4 Ib hr AA Ib hr 44374 AS TPY AA TPY 44374 CO lb hr CO lb hr 44374 CO TPY CO TPY 44374 EMISCAP CO lb hr Emission Cap CO lb hr 44374 EMISCAP CO TPY Emission Cap CO TPY 44374 EMISCAP Hexene lb Emission Cap Hexene lb hr The tasks that were copied to the new permit number will have been set back to an Edit Status 3 unapproved You must visit each task component or go to the TaskDefs Ops menu Advanced TaskDef Filter Ops to move the tasks to an Edit Status 6 approved and ready for export To approve task definitions that have an Edit Status 3 go to the TaskDefs Ops menu Advanced TaskDef Filter Ops On the Comp Task Conditions tab choose Edit Status 3 select the Open in FullForm View radio button then run the OPEN FORM Components TaskDefs Data Entry Form 5 Advanced Citation Task Definitions Filter Update Edit Ops 7 Dj x nter Filter Conditions for Component T ask data entry review then select OpenForm or Update operation Filter Conditi
122. ation is made from the navigation bar visible on each data entry screen An example navigation bar is shown below identifying the key buttons used Record I4 j 4 1 gt ril al of 74 First AddNew Prey Last ThisRec Next Note You can jump to any desired record number by directly entering the number into the record number cell and then pressing the lt ENTER gt key on your keyboard Other navigation and format functions are available from the IntelliRegs menu bar as shown and identified below IntelliRegs 7a PDC InWork E amp DS Format TEXAS Permit RegOps Unified Ops TaskDefs Ops Admin Ops Window Help A review of several of the navigation and presentation commands Use Form View and Datasheet View to switch format of data entry and review at data entry windows In some processes such as multiple entry or review of a single cell for many rows the Datasheet View may be preferred Where user prompts and form instructions are beneficial then the Form View may be preferred The datasheet view is often preferred to make multiple row deletions On some form screens the record selector bar is not present requiring the datasheet view for selecting and making deletions Section 1 Introduction amp General Instructions Page 1 16 Use Find to find a value in a particular field A dialog box will appear following selection of Find which will enable additional find specifications to be made Use DSFormat t
123. available in OpUA report B5 Section 3 Permit amp Applicability Report Examples amp Attachments BS B6 C1 OpUA Applic vs RRT Determined Regs This report displays both the UA Applicable Requirements as entered as Special Regulations and the TCEQ RRT Determined requirements based on the entered UA attribute values This enables a comparison to be made to confirm any differences or on which to direct reviews and or adjustments of the UA Applicable Requirements based on the TCEQ RRT Determined regulations Note Effective Spring 2006 with Version 7B the RRT Determined and Special Regulations are independent OP UA Status Report By FacArea UnitID or FacArea OP UA Form This report summarizes the OP UA form data entry status Two sort group versions of this report may be selected either grouped by UnitID or grouped by each OP UA Form Grouping by UnitID assists status review for each UnitID to determine whether all appropriate forms for each equipment item have been entered Grouping by OP UA Form presents data in the sequence as it will appear in the printed OP UA3 forms as printed with the C4 report selection Mgmt Analysis RRT Decision Flow Report This report documents the RRT decision rules in the IntelliRegs Knowledge Base Reference this report to review RRT Determined Yes No flow and determined citation blocks and citations Reference the actual TCEQ flowcharts for diagram views of these rules During use of the Int
124. bers under the correct profile name then selecting the Replicate and or Update OPUA Profile MemberData from Master Data button on the main profile screen This operation may take awhile depending upon the number of profiles to be replicated This function is also useful when making changes to OPUA data on multiple forms without having to refresh each profile individually After creating and replicating profiles run the UA Profile Audit Report to check for data integrity errors The Summary Profiles Report and the DetailProfiles Report may be run to verify that all Master Members are in the correct profile Section 2 Permit amp Applicability Operation Instructions Page 2 65 K Permit amp Applicability Reports The Reports form for Permit amp Applicability is opened following selection at the IntelliRegs menu bar of Reports Mgmt amp Title V of the TEXAS Permit RegOps menu selection Reports are offered in four groupings presented within tab sections of the report selection window 1 Equipment Facility Equipment Reports 2 TX TCEQ OpUA Unit Attribute and Applicability Management Reports 3 TX TCEQ CM Knowledge Base Connected versionWizbase mdb Reports 4 Direct Applicability Unit Citation direct applicability The Reports Filter Header data in the top third of the report selection window is used with all four of the tab section report operations to select filter report output Each tab report group has it s own Run
125. ble Regs operations screen is shown below Applicability Updates QA G gt gs SubRegs GA Applicable Regs AMOC Operations Applicability Reports Applicability Export E xchange Quality Assurance Applicable Citations QA Analysis of PAR Posted Applicable Requirements Filtered Count Reports and GA Quality Assurance Analysis Applicable Citation t QA k w 724 Report Unique Applicable Citations with RegText or lt Not In IT FullT ext gt 0 QAReport Applicable Citations with invalid number format QAErrors and Q Warnings ah 12 QAReport Applicable Citations with no current IntelliRegs Citation FullText RegT ext data Applicable Citationt RequirementT ypes QA E 1 104 Report Unique Applicable Citation RequirementT ypes with Tasks Development Status 22 E 120 QAReport Applicable Reg ReqT askDefs not complete per below Spec UNIFIED Report Specification of Complete Valid Task Definitions 7 Include NA Neg pplic Requirement Type Applicability Report For Any Component Task not yet exported to CMP listed as NEED TO DO a ir lt CMP Exported Any Component Task with EditStatus as 0 1 2 3 4 or 5 listed as NEED TO DO Looe ces ceccceccseeseseeesseeees lt EditStatus 6 Any Component Task with EditStatus as 0 1 2 or 3 as NEED TO DO UNIFIED Repott lt EditStatus 4 Refresh Option Refresh a specific count by double clicking current value or in that block 10 280 Equi
126. cability Operation Instructions Page 2 24 RRT Overrides The TCEQ RRT diagrams enable citation applicability or negative applicability to be determined from the values of OP UA attributes IntelliRegs captures flow logic from the RRTs and processes applicability flow based upon entered OP UA values Extensive efforts have been made to see that formulas processing the OP UA values for RRT decision making are correct however particular equipment or facility situations may require an RRT decision to be different than concluded by the standard formulas If you must revise the decision flow of a RRT from the Yes or No formula decision for your facility equipment item this can be done using the RRT Overrides feature RRT flow is depicted in the RRT Flow window by a string of numbers followed by Y Yes or N No indication of the citation blocks encountered There is also a notation indicating whether the processing requires additional data values or indicating END when a conclusion has been reached RRT Overrides can change the Yes direction for a particular numbered RRT decision node i e decision 1 or 2 into a No or a No into Yes if needed For example in the RRT Flow string 1 Y gt 2Y gt C02 gt End an RRT Override of decision 2 from Y Yes to No might revise the RRT Decision flow to 1Y gt 2N gt C03 gt End In the example the curly braces around 2N indicate that the flow has been revised by an RRT Override In
127. citation full text cell or from the component task breakout text into the Component Task attribute cells Copy lt Ctrl gt lt C Key gt Paste lt Ctrl gt lt V Key gt Copy from same field in previous record lt Ctrl gt lt Key gt A feature of all Task data entry tab groups is the display of attribute data entry specifications or description at the Windows status bar in the left bottom of the IntelliRegs application window When your cursor is at a particular cell information on the attribute is presented in the status bar Another powerful user entry feature on the tab group entry screen is custom on the fly building of dropdowns for key attributes For example the Planned Method and Planned Materials attributes can be typed in or selected from a list of all prior values used for that attribute for your facility You will need to move off of a citation to save the entered value and make it an available selection An example of a drop down of user created historical values for Planned Materials is shown below Description amp Frequency Methods amp Limits Responsible amp Repository Other Task Attributes User Status Info KeyWords MOC As Specified in the Regulation Planned Method Observation Planned Materials Flare Operation Log Retention Timq igEIe eMac Company Rete Fes Flow indicator peration or Compliance Fjoy monitoring device
128. ck the Info Posted Applicable Requirements button for help during use of the Posted Applicable Requirements Applicability Updates screen as shown in the following figure Info Update Posted Applicable Requirements A Close Info Screengu Posted Applicable Requirements are the combined Title and Direct Applicable compliance requirements Applicable requirements defined in Title Y OpREQ3 and OpREQ2 and Direct Applicable requirements NSR PBR SE Others are combined and added or updated into the Posted Applicable Requirements data table by running the POSTING operation For each Equipment Entity POSTED Note that all applicability categories are deleted and updated for each equipment entity processed 1 Removes all prior if any Posted Applicable Requirements for that Equipment Entity 2 Adds Posted Applicable Requirements for Title Y Applicable Title Negative Applicable and Direct Non TitleV Applicable for Equipment Entity 3 For all G Group applicable regs update identifies the sub group citations and adds applicable requirements for all of those sub group citations Use the Smart Reg Applicability Update to process only equipment with changed requirement applicability Use of Smart Reg Applicability Update enables Posted Applicable Requirements to be current with less IntelliRegs updating time The IntelliRegs Smart Reg Applicability Update will update the Posted Applicable Requirements only for Equipment Entities with IntelliRegs add
129. ct regulatory changes and or suggested program improvements This IntelliRegs User s Manual provides information and operating instructions on all areas of the IntelliRegs program This Section 1 introduces the IntelliRegs program and includes general operating instructions installation and startup instructions and general data entry editing notes This Manual Is Provided As An Adobe Pdf File This User s Manual is provided as an Adobe Pdf file on the IntelliRegs installation CD The latest version of the pdf IntelliRegs User s Manual is available for download from PDC s website pdccorp com The pdf includes bookmarks to enable quick navigation to the desired subject area and can be used during operation of the IntelliRegs program as online help documentation and or to print User s Manual pages Also included are hyperlinks to referenced screen prints and sections of the manual Not all report examples one page example printouts or attachments of Sections 3 and 5 and 6 are captured into the User s Manual pdf file Users are encouraged to print example reports for those sections from the provided Demo data or print example reports from their own facility data and add those printouts to the example and attachment sections if a printed manual is desired Microsoft PowerPoint slideshow ppt files and other documentation and instruction files are also provided on the installation CD and available for download from the PDC Web
130. ction Condition IV Add Generic Task Definitions from RMOC for any FullText add z Citation Part Subpart Condition PREVIEW of Specified Citations for Import Add from RMOC Master Database NO ACTUAL ADDS PERFORMED You will be asked to confirm the RUN IMPORT ZADD of NewAdds counts at a MessageScreen Specified Citations from before your Import Adds are committed RMOC Master Database General Procedures for Import AddNew from RMOC Master Database 1 Specify Scope Operation Options and or Optional Additional Citation Condition s 2 Preview specified citations to confirm proper selection 3 RUN IMPORT ADD to perform the Imports The import of PDC Developed Generic Task Definitions is optional only when Citation FullText is imported from the RMOC Master database The generic tasks can then be tailored to become company specific f you choose to add only the Full Text you cannot add the PDC Generic tasks for those Citations at a later date You can choose to add only citations for which you have applicability already established or any citation s Regulatory section 60 110b or Regulatory subpart 60Kb for which you might establish applicability in the future Section 6 Task Definition Development Operation Instructions Page 6 39 RMOC Session Log Reports and RMOC Master DB Reports tabs Preview and optionally print Session Log and Master DB reports as required RMOC Version Updates RMOC ImportfAd
131. cum ents as appropriate to complement the use of IntelliRegs Why Use The IntelliRegs Program Use of IntelliRegs is important to 1 Preparation submittal and data storage of Title V applications 2 Data entry and reporting of NSR and other citation applicability 3 Development of compliance task definitions for applicable citations 4 Data exchange with PDC s Compliance Management System Exports from IntelliRegs to PDC s TaskTrakker software become the foundation of your facility s Compliance Management Plan 5 Revisions based upon process rule or Form RRT changes a Identifying and documenting Title V Permit changes b Preparation and submittal of Title V Amendments and Revisions c Identify and implement compliance task revisions resulting from changes IntelliRegs provides ef ficient and e ffective pro cessing and procedure s for data en try rev iew reporting and m anagement of change All functi ons are perform ed from a single integrated database based program Getting More Information And Technical Support For information or technical support for IntelliRegs contact PDC Process Data Control Corporation 817 459 4488 1803 A W Park Row Arlington TX 76013 Section 1 Introduction amp General Instructions Page 1 1 B General Features Review and Program Files IntelliRegs Features Overview Functions of IntelliRegs are performed within main program operational sections 1 Program Startu
132. d The word of a phrase inserted into a checked attribute data cell if the Keyword is found within the searched citation components broken out text Section 6 Task Definition Development Operation Instructions Page 6 12 Different KeyWord Sets For Different Citation Types It is anticipated that different Keyword sets may be desired for processing against different Citation types For example different Keyword searches for Spill Prevention Regulations than for TCEQ Tank Regulations See the OpsManual Sections B3 Review Edit Run SmartParse Processing and Section B4 Review Edit Components Tasks Section 6 Task Definition Development Operation Instructions Page 6 13 B3 Review Edit Run SmartParse Processing Following selection of the Open Do SmartParse Operations Form at the main screen the SmartParse Settings Review and RunOps Selection form appears Setting of DoSmartParse to YES or NO review of the settings and run of the SmartParse operation are performed from this screen SmartParse Settings Review and RunOps Selection i Global Settings of Citation FullText DoSmartParse to YES or NO Perform DoSmartParse Global SetAllDoSmartParse toNO sAdditional Datafils Will Be Offered Biola ta hee C Set All DoSmartParse to YES Set DoSmartParse to NO if any Component T asks exist for CitationNo C a Set to YES for Citation Begin with ooo i ey nee aa g complementary runs of the Global Value C Set to YES for Citation Group
133. d Applicable Requirements PAR Unit Citation Applicability and the TaskDefinitions identifying IntelliRegs Generic Task Definitions broadcast to the regulated entities Unit Applic RegT asks indicate the compliance tasks expected in the TaskTrakker Compliance Management System after updating from IntelliRegs Applicability and TaskDefinitions export import autogenerate Note that custom tasks created in TaskTrakker and PrimaryT asks will not be identified in this Unit 4pplic RegT asks data Note also that Unit specific task values edited as in the TaskTrakker compliance data will not be seen in the IntelliRegs Unit Applic RegTasks data The generic task definition will be seen as identical within the Unit 4pplic RegsT asks for all UnitIDs with that RegT askDefinition sequence number ie 60 223 a TaskSeq 01 same for Tank1 Tank2 Tank3 etc UNIT Applic RegT asks program operations are in development by PDC in 2006 Contact PDC if you have any questions regarding UNIT Applicable RegT asks SS Section 4 Unified Operations Operation Instructions Page 4 16 IntelliRegs User s Manual Section 5 Unified Operations Report Examples amp Attachments 5 1 IntelliRegs Unified Operations Reports Single page examples of reports available in IntelliRegs Section 5 Unified Operations Report Examples amp Attachments IntelliRegs User s Manual Sections 6 amp 7 Task Definition Development This section of the IntelliRegs
134. d Operations Operation Instructions Page 4 6 B3 Posted Applicable Requirements OA G gs SubRegs Creation or update refresh of Posted Applicable Requirements includes adding applicability for all sub citations for applicability with the G Group designation These expansions may be reviewed and Quality Analysis of those sub citations run at the QA G gs SubRegs operations The screen is shown below Applicability Updates GA G gt gs SubRegs BA Applicable Regs AMOC Operations Applicability Reports Applicability Export Exchange QA Quality Assurance Analysis amp Update Operatons for G gt gs Applicability Expansions Report Count O4 Quality Assurance analysis on G gs Expansions ee ee Ea li 58 Report Applicable G Citations Use Count Example T Unit and Current gs Applicable Sub Citations w 1 QAReport Applicable G Citations with gs Sub Citations QA Errors or Warnings DataReview NoEdits IntelliRegs G Gs Citations List Used for G SubRegs identification w 0 QAReport Summary Applicable G Citations Requiring G gs SubReg Applicable Update QARepott Detail Applicable G Citations Requiring G gs SubReg Applicables Update Glas SubRegs Update gs Applicable SubRegs based on latest G gs Citations Status IntelliRegs will examine all G expansions and confirm ok or update gs sub citations based on the current GGs Citations List P Refresh QA G P gt gs lt Reftesh options to update specific displayed Coun
135. d renamed into the facility specific datafile such as IR_PDC mdb or IR_Bayer mdb Note that Permit amp Applicability datafile is now facility specific named rather than generically named to a single filename as in Regulatory Wizard Other Files Installed Other files installed by the IntelliRegs installation are for enabling proper operations of the program within your Windows environment Whether these files are installed or not and to what directory depends on whether the files already exist on the workstation and the version of those files and whether MS Access is operational on the workstation One file installed and registered during the installation is an active X OCX file that registers itself Your Facility Files Are Maintained Never Replaced By IntelliRegs Updates The IR_ mdb database files contain your facility s data The data in these files is not disrupted during updates of the IntelliRegs program If structure changes in the data tables are required in version upgrades the database updates structural changes to tables will be made automatically during the first startup of the updated IntelliRegs mde Section 1 Introduction amp General Instructions Page 1 6 C System Requirements Installation and Upgrades System Requirements In general minimum required specifications for effective use of IntelliRegs are IBM Compatible Personal Computer Windows 95 or later Pentium 66 or better processor RAM Memory 1
136. d the required value into the RegAgency Chapter table available under the RegText Tasks Libraries Add Edit menu selection Regulation Part Subpart User Defined Citation Provisions can be processed by their Citation Groups as entered at this data entry screen Group names IDs are determined by users to enable extensive program flexibility Once a group has been used it is then offered in the selection picklist Selection from the picklist standardizes group names and speeds up assignment of the Citation Group For example Federal may be by Part and Subpart 60Kb State by Regulation and SubChapter 111A NSR by Permit Number NSR 3247 and PBR by Section and Date 106K 1997 11 26 See other paragraphs in the User s Manual section which involves selection by Citation Group Parent Citation Particularly important if text at a higher level of the Citation numbering contains information essential to understand the meaning of this Citation _Number s text By identifying the Parent Citation Number it makes the preceding level parent s text available for quick review at the Citation Components Form see Section Dle for form instructions Note An example of Parent Citation use would be for a Citation Number 111 111 a 4 A 1 where the text of Parent 111 111 a 4 A might read compliance with this subparagraph for process gas flares shall be determined The text of 111 111 a 4 A i1 which reads by a daily nota
137. dNew RMOC Session Log Reports RMOC Master DB Reports Reports on Regulation Management of Change RMOC activity for this IntelliRegs database RMOC Session Log Summary Report _ reports to Preview mode Ctrl P to print RMOC Session Log Detail By Citation Number Report SSS i Optional Detail Report Filter Condition s RMOC Session DateTime X RMOC Citation_Number Like 7 Select Citation or enter partial for begins with condition i e 60 12 The RMOC Master DB Reports enable review of the contents of the Master database before without importing data into your IntelliRegs database Note Historical Citations data in the RMOC Master Database is only imported during the RMOC Version Update process if applicability has been established or a Task Definition has been exported for a revised Citation RMOC Version Updates AMOC Import AddNew RMOC Session Log Reports RMOC Master DB Reports Reports on data in the connected PDC Regulations Management of Change RMOC database file that is available for Append and Update RMOC Operations by Licensed RMOC Subscriber Companies Optional Master RMOC data filter conditions Asterics indicate filtered reports Summary of RMOC DB data counts Citation Group Subpatt N Citation Full Text CitationNo Wildcard Components T askDefs 19 552 Reports RMOC Master Database Yersion Log
138. defined in IT_Master_database Subscribers receive IntelliRegs software installation CD User s Manual and training Note Subscribers receive an unlimited number of Task extracts IntelliRegs Task Development Process Citation Master Processing PDC Maintains Latest Revisions Master Citations or gt i Full Text and Component Tasks E P Or Client agency or consultant citation task Printed Document Electronic pdf or txt e a analysis data any format Se ey Web Transfer Task Analysis Vv Direct IntelliRegs Processing Inf nfo see l Electronic File Electronic IT_Mst mdb Printed Document Masters vs Existing Analysis and Import of Full Text and Component Tasks Reference to or Import Update Use of Provided Analysis and Task Identification Documents for Task Attributes Value Enhancements Review Edit Component Tasks Set IsTask True or False Edit Task Attributes Task Description Method Frequency Responsible Person Repository File Ref eras heh Equipment Training Business Unit Repository UnitMeas ind Method Materials Responsible Dept Person Tag ID Sent To Frequency Retention File Refenence Task Type Component Tasks Reports for Review and Create ACM Tasks Documentation Transfer File IntelliRegs User s Manual Section 8 Program Administration Provides information on the Admin Ops menu optio
139. ditions SQL Filter Specs SOL Updates Select Screen Updates for multiple records can be specified and run from the Filter Specs Close Tasks Ops and SOL Updates Screen The current program version is identified at the upper right corner of the screen Filter s can be applied to the Review Edit Citation Full Text and Component Tasks forms selected at this main screen See the following sections in this User s Manual for instructions on each Compliance Tasks Ops main screen command button selection Section 6 Task Definition Development Operation Instructions Page 6 4 Bl Review Edit Citation Provision Text Following selection of the Review Edit Citation Full Text Per Filter command button at the Compliance Task Ops main screen the Citation FullText Data Entry Form appears es Ctation FullText Data Entry Form f Citation Number 177 77 TSAI a EDITS based on Status Modes Reg Change Mgmt Program PDC RegMOC Active Citation 7 Citation FullText Status amp Classifications Applicability Status TaskDefs Summary Form Status RegT ext NotEdited As in Rule Required not blank field Do SmartParse for This Citation by a daily notation in the flare operation log that the flare was observed including the time of day and whether or not the flare was smoking For flares operated less frequently than daily the observation will be made for each operation The flare operator shall record at least 98 of t
140. dows can be opened while using the OP UA form These checkboxes control whether the secondary windows are initially open when the OP UA form is first accessed The Show Message if RRT Not Processed checkbox will display a message indicating that no RRT logic is available for the selected OP UA form Uncheck this box if you do not wish to see this message each time you open that form After setting the checkboxes to the desired value proceed to Add Edit Click on the Add Edit Selected OPUA Form command button to open the selected OP UA form to begin OP UA form data review edit and adds for this equipment item Section 2 Permit amp Applicability Operation Instructions Page 2 17 Form Data Entry After selection of the Add Edit Selected OPUA Form command button at the Rules and Form Data Tab of the Equipment data entry window the designated OP UA form is opened for data entry for the equipment item Dx OpUA TX UA3 TBL3 2005 04 FD 1499 Account PDC4697D F EquipID Name 555 41_F300D Main Storage Tank FacArea PDC4697D MAIN RRT Chart TX 6OKb 4 28 05 UnitID A1_F300D OP UA Line Note UA Profle 03 303 _Ovenides gt Submittal ID JM z RRTFlow amp IDs Special Regs SOP GOP Index No nfo f 60Kb1 o Construct Mod Date Info be t s d Product Stored info F PTCDSF3 i Storage Quantity Gallons Enter numeric i e 19000 nfo joo Storage Capacity Per TNRCC Yalid Values List nfo F 40K Maximum TYP
141. e Check this if this equipment item is to be evaluated for TitleV significance In general only leave unchecked for the most obviously non Title V items such as if equipment inventory included such items as sidewalks etc If Evaluate Significance is checked enter data determining whether the equipment is significant for Title V reporting Contains Uses Chemicals Regulated 40CFR Part 68 Check YES if contains any chemicals regulated by 40 CFR Part 68 Chemical Accident Prevention Provisions Subject to Texas OP REQI Check YES if this equipment item will have regulatory requirements identified in the TCEQ OP REQI permit application form which is will be stated in the Title V Permit s General or Special Terms and Conditions To Be Title V Permit Reported Regulated Check Yes if this equipment UNITID is will be explicitly identified as a Unit Process or GroupID in the Title V Permit Significance Note Optional If equipment item is deemed Insignificant you may wish to add additional information here to better document the classification Or you may add notes documenting the decision that the equipment is significant Applicability Note Note if equipment will be reported on multiple UA form groups such as Flare and Boiler OP UA forms Equipment Unit UserNote Optionally provides equipment operation dates and specification data and comments Section 2 Permit amp Applicability Operation Instructions Page
142. e UA Data Adding a New Equipment Item and Equipment Header Data DI Equip Info Identification and Description D2 OpStatus D3 Equipment Significance D4 Direct Applicability D5 Rules and Form Data Form Data Entry HELP Button at the Form Table Data Entry Screen RRT Decision and Compliance Block Status Based Upon Form Data Values RRT Decision Flow and Applicable Citations Determination RRT Overrides RRT Determined Citations Special Regs for Equipment OPUA Data Entry Special Regs for Negative Applicability Reason D6 OPREQ2 Equipment Direct Negative Applicability D7 OP SUM Unit OP SUM Default Values D8 RegApplicability D9 Title V Datasets 4 TV Import Export Selection of Import Export Operation Data Import Import Equipment Inventory Data Data Export Prepare Applicable Regulations for Export to TaskTrakker TV Utilities Selection of Title V Permit amp Applicability Utility Operation Run SOP Index No Auto Assignment Run Old to New OP UA Form Data Transfer Run Deletion of ORPHAN Data Run RRT Flow Review Update Section 2 Permit amp Applicability Operation Instructions G TV Submittal Nos Add Edit TV Submittal Nos H TV Special Regs Fast Data Entry for Special Regs I TV UA KeyData Fast Data Entry of Key Data J TV OpUA Profiles Create Edit OpUA Profiles K Permit and Applicability Reports KI Equipment Management Reports K2 Unit Attribute Reports K3
143. e UAProfile Description field to further describe this profile Once you tab off of the description field or place your cursor in the EquipRecID field the program will fill in the EquipRecID TVUnitID UA FDIDNo Facility Area and Mst Yes fields for the FD indicated for the Master equipment item Enter members of the profile by entering or selecting from the drop down the EquipRecID Once you tab off of the EquipRecID field the program will fill in the TVUnitID Facility Area and a UA FDIDNo of 0 This means that no UA data row yet exists for the member You will be prompted to confirm that you want to add a UA data row identical to the Master equipment data After entering all of the members of this profile select the Create Refresh Members button in the upper right corner of the screen This will copy all of the UA attributes from the Master to all the Members and assign UA FDIDNos equal to the Master If you wish to make the SOP Index of the Members different from the Master you must go to each equipment item and change the number on the form After the profile is created the program will not reassign SOP Index s unless you optionally check the box Set Member MasterSOP Section 2 Permit amp Applicability Operation Instructions Page 2 64 Any time changes are made to the Master equipment item the profile should be refreshed to update the members Profiles may also be created by entering all of the Masters and Mem
144. e as compared to the existing rule which would indicate where compliance tasks should be reviewed and possible revised Re definition Subscribers can use the same RMOC file received from the Service Center to define new compliance tasks or revise existing tasks utilizing standard IntelliTask program features and the text from the new rule Implementation Subscribers can use the output from IntelliRegs to implement new or revised compliance tasks in the field either through importing of the tasks into a tracking system such as TaskTrakker or copying task descriptions into a work flow system such as Lotus Notes Contact PDC to discuss task processing options Section 6 Task Definition Development Operation Instructions Page 6 3 B IntelliRegs Task Definitions Main Screen Following selection of PROCEED at the IntelliRegs Startup screen select TaskDefs MainOps from the TaskDefs Ops menu bar IntelliRegs 7a PDC InWork F Ext fh DS Format TEXAS Permit RegOps Unified Ops TaskDefs Ops Admin Ops Window Help Oh TaskDefs Reports TaskDefs MainOps Advanced TaskDef Filter Ops OF TaskDefs Merge Split x TaskDefs Export 3 TaskDefs Utilities ON RMOC amp Master DB Adds or Updates H Historical Citations RegText Tasks Libraries Add Edit B1 B7 Command Selection Operations Command Selection Operations cover selections made from the Main Compliance Tasks Ops Screen command buttons Ma
145. e in data values Displays the RAT decisions 1 2 all for the RRAT_Flowchart applicable for the UA Formtable Revision Shows Goto Flow logic Displays the program assigned Form Data FD row number that uniquely identifies this form data row SOP Index and other data values can change and this identifier for the row will be retained Some reports and the Special Regs operations reference this row identifier value Section 2 Permit amp Applicability Operation Instructions Page 2 20 RRT Decision and Compliance Block Status Based Upon Form Data Values As each form data value is entered by the user the program updates the resulting RRT decision flow and applicable citation blocks based upon the form data values When using the Form View for Form Data Entry the RegsWizard program can provide interactive feedback on the decisions and compliance blocks of the RRT logic To display the RRT Decision Path window click on the RRFlow amp IDs button amp 3 DECISIONS Current RRT Yes No Decision Flow 1Y gt 27 gt 3Y gt 4N gt 67 gt 8N gt 107 gt 11Y gt 157 gt C12 gt 197 gt C13 gt 25N gt C21 gt 267 gt C23 gt End Help coos Was construction reconstruction or modification of the storage vessel commenced ii End fe 7723 84 Construct Mod Date 84 lt Yes Formula Note amp FormTable Data Entry TX UA3 TBL3 i OpUA Tx UA3 TBL3 2005 04 FD 1499 Account PDC4697D EquipID Name 555 41_F300D Main Storage Tank Fac
146. e not found as current AMOC B1 EndD ate Now old applicability Types of PAR ApplicStartD ate Changes B2 Add new Key Applicability record AMOCH HO Current PAR Key found as active applicability No change confirm continued applicability AMOC I New Equipment Regulation applicability No current applicable EquipRecID RegReflD AMOC H2 New Equipment Regulation Reg ype applicability AMOCH3 Applicability Attributes Change T UnitiID Rename OpStatus OpDUPID OpScenario AMOCH 4 Regulation Version Revision Change RegReflD Citation CitationVersion Change Contact PDC if you have any questions regarding AMOC Applicability Management of Change Preview of PAR Current Applicability versus AMOC Applicable Start End Active In advance of running the AMOC Update Refresh you may wish to review the pending new applicability and existing AMOC applicability identified to be retired Your review may identify PAR applicability that you wish to change before performing the actual AMOC Update Refresh AMOC Update Refresh Updates the AMOC PAR Applicability Start End data based on the current Posted Applicable Requirements Select the AMOC Update Refresh button to update the AMOC PAR_ApplicStartDate data to have the current PAR applicability reflected All prior applicability that is no longer found in the PAR data will have the EndDate set to the update date New applicability will be added with the StartDate set to the update date Section 4
147. earing any existing data then Note that the KeyValue SecondaryKey and FullMatch string values are different for each format OpSUM OpUA OpREQ2 OpREQ3 but the general process steps 1 through 3 are followed for each COMPARE dataset create refresh 1 Loading all records from the later Archive dataset into the COMPARE data table placing the identifier and keyvalue strings into the appropriate fields a Add COMPARE record b Record the KeyValue SecondaryKey and FullMatch string values for Later 2 For each record in the Prior Archive dataset lookup the KeyValue as stored from the Later Archive dataset in the COMPARE dataset as in step 1 a If matched found then Record the SecondaryKey and FullMatch string values from Prior data If SecondaryKey or FullMatch not identical identify as CHG else all match NoCHG b If the KeyValue in Prior Archive not found then Add COMPARE record Record the KeyValue SecondaryKey and FullMatch string values for Prior Set change type to D Deleted to record the KeyValue deletion 3 For all Later Dataset based COMPARE records not KeyValue matched Set change type to A Add to record the new KeyValue add In the COMPARE Dataset status counts the A Add plus D Delete plus C Change records as referred to as Changed data Section 2 Permit amp Applicability Operation Instructions Page 2 45 General Operation Features for COMPARE OPSUM OPUA OPREQ2 and
148. eating an OpsActivity outline or establishing names and hierarchy for OpsActivities in your compliance management system SES Section 6 Task Definition Development Operation Instructions Page 6 59 IntelliRegs User s Manual Section 7 Task Definition Development Report Examples amp Attachments 7 1 IntelliRegs Task Definitions Reports Single page examples of reports available in IntelliRegs 7 2 Procedures and Advanced Instructions Documents Standard Procedures and Guidance documents for task definition processing 7 3 Task Definitions Process Flow Charts Diagrams of the Task Definitions Process Section 7 Task Definition Development Report Examples amp Attachments IntelliRegs User s Manual Section 7 1 IntelliRegs Task Definitions Reports Single page examples of reports available in IntelliRegs Users are invited to print each report from their facility s database to assemble 1 page report examples for their data Report Group Report Name Optional Detail or Sort Ref Reports selected at IT TaskDefs Reports screen IntelliRegs Tasks Definition Status Matrix Reports By Citation Group By Base Reg No ssccsccsssssaceneissacssscicecesnnssanecsohsausssdasaessoavanes 1 2 Citation Provision Full Text Report ccccccccescceseeesceececeseceseceeeeeeseecnaeeeeeeeeeeenaeees 3 Keywords Reports By Search Order By Name Order ii cs sssciassisccasnsisicedesieatenses sisucvasbniecaeaiaceamvansuines 4 C
149. ecific person s name and or email information Section 6 Task Definition Development Operation Instructions Page 6 24 B4e Other Task Attributes Enter Task attributes for Protective Equipment Training Cerfitication Start Date End Date Lead Time Internal Deadline and Tag Id at the Other Task Attributes tab group window as shown below Description amp Frequency Methods amp Limits Responsible amp Repository Other Task Attributes User Status Info KeyWords Moc Other Additional Company Specific Compliance Task Attributes Protective Equipment Training Certification Smoke School Start Date End Date Lead Time s Days in advance of task due date to issue Email notification Internal Deadline 0 Days in advance of task due date Management desires requires completion Basis for This Component TaskDefinition Editable Note should be a substring existing within the latest Citation FullT ext fii by a daily notation in the flare operation log that the flare was observed including the time of day and whether or not the flare was smoking Record 14 4 1 gt Lot gt of 6 Record 14 4 485 gt gt t b of 1373 The Training Certification field allows users to enter requirements for performing this task Note that the Start Date End Date Lead Time and Internal Deadline fields require typed in data entry Other fields offer optional typed in entry or selection from a user developed on
150. ed Type Unit Group Process Select from the dropdown list Not a TCEQ reported value This is passed to TaskTrakker to categorize the equipment per Compliance Management System groupings Source Type Code Select from the dropdown list Not a TCEQ reported value This is passed to TaskTrakker to categorize by Source Type for the Compliance Management System NHA Optional as if needed Next Higher Assembly If this equipment item is not Title V reported because it is a sub component of a reported equipment item then indicate the reported Next Higher Assembly equipment item This will aid in review of the total inventory to record why a particular equipment inventory item was not itself reported ProcessID Optional as if needed User defined Process identifier Select from dropdown list or type in value List identifies all Process IDs that have been assigned to equipment After entering at the EquipID Tab proceed to select the OpStatus Tab for additional data entry Section 2 Permit amp Applicability Operation Instructions Page 2 11 D2 OpStatus The OpStatus tab identifies the current equipment operations status and allows the user to keep track of equipment operations status history Equipment with OpStatus Idle is communicated to TaskTrakker so that compliance history will not be kept during the Idle period Equipment may be returned to the Active OpStatus so that compliance history will be collected in TaskTrakk
151. ed NONFUG3 ooo Later TVARCHIVE Type Dataset ID Select the later TYARCHIVE DataSet ID to compare versus the Prior DataSet ID COMPARE DataSet Initial values by program when first create dataset Edit as needed Account Number PDC4697D Created Date 02 14 2006 Area Name Permit No RN Number RAN123456789 Revision Number CN Number CNO00000001 Comparison Dataset Additional Description Up to 150 characters to describe the compared datasets Testing Compare Version 2 vs 3 DataSet may be Locked Unlocked by SysAdmin or Managers I Lock DataSet No Edit Add Deletes Locked by UserID Locked DateTime Comparison of TCEQ form data for l OpSUM OpuA OpREQ2 OpREQ3 Data Record Counts 100 0 0 895 Changes dd Delete Chg 11 0 0 7 User Edited Records 1 0 0 1 Run analysis and create refresh COMPARE Dataset The processing of the comparison may take several minutes Please do not interrupt Check the OpSUM OpUA OpREQ 2 or OpREQ3 checkbox s and select the Run Analysis and Create Refresh COMPARE Dataset button to perform the COMPARE data processing Section 2 Permit amp Applicability Operation Instructions Page 2 44 After running the create refresh the total record counts and Changes Add Delete Chg count will be displayed for the COMPARE dataset for each TCEQ format OpSUM OpUA OpREQ and OpREQ3 Close the screen to return to the TCEQ Datasets COMPARE Datasets form tab COMPARE Datasets are populated by first cl
152. ed All Old OPUA Forms 47 OPUA form rows to be version updated 2 TNACC retired UA FormT able s rows to be deleted It is recommended that you printout the Pre Run OPUA OldForm report from the Utilities screen prior to running this function It is recommended that no other users be running IntelliRegs during this operation Allow 10 minutes per 100 updates on network based files While the update is being performed the status will be displayed in the lower left status bar If attribute remapping from the old to new form is required the status bar will include a Remap message which may look unchanged for several seconds The process is not stopped allow the element by element data remapping to be completed Do not interrupt stop this processing once started Cl F Be sure you are ready to perform eee ae OPUA Version Updates Run OPUA Version If ready select t OPUA Updates RUN UPDATES Updates You can indicate the Old and New submittal IDs to be assigned Old and New OP UA forms or leave these cells blank to have the new submittal id number made the same as the Old OP UA data row The Run Old to New OP UA Form Data Transfer utility should be run after receiving an updated Knowledge Base WizBase mdb from PDC The updated Knowledge Base will contain the latest OP UA form versions and a ancestor OP UA forms table that indicates prior to new form migration evolution mappings Upon the completion of the Old To New OP UA
153. eded To Current Revision Migrates This report identifies OP UA data rows that have been auto migrated from a prior superceded version of the OP UA form to a revised current version The FDNo for the old and new OP UA data rows is displayed on the report with Data Processing Confidence and the Add Delete Shift Attribute Counts If an SOP Index was assigned to the old OP UA data row it is displayed on the report Old and New have same SOP Index No Utilities RRT Decision Flow Update Action Log Report This report prints out the contents of the Utility RRT Decision Flow Updates Log Entries are made into this log when the RRT Decision Flow Update is run and a different RRT Decision Flow is determined from the existing prior RRT Decision Flow This identifies changes in RRT flow after installation of updated Knowledge Bases WizBase mdb Import Export Preview of Last TaskTrakker Export Data Report This report shows the Regulatory Applicability data of the last export to the TaskTrakker database It lists equipment type source type unit source type rule type citation source type and PreReg blocks showing grouping of citations Section 3 Permit amp Applicability Report Examples amp Attachments IntelliRegs User s Manual Sections 4 amp 5 Unified Operations This section of the IntelliRegs User s Manual provides instructions for Unified Operations The Unified Operations functions within IntelliRegs enable revisions
154. election Picklist modified by prior filter selection s l m Facility ID FaclD FaclD FaclD FaclD Area FaclID Area OpDUP OpSys SourceType OpStatus Is Significant Regulated Equipment Unit YES if tobe Evaluated and NA or ApplicRegs assigned 372 All Facility Equipment Regulated Entity records count 372 Filter Condition selected Facility E quipment Regulated Entity records count Preview report list of Facility Equipment selected by Optional Filter conditions Facility 4realD TVUnitID order Open Facility Equipment Regulated Entity Data Entry Form FILTERED per entered conditions Note Adding of Facility Equipment should be preceded by the creation of Facility Area Facility ODUP and Facility OPSYS values which are required assignment fields for each Facility Equipment record See Section 2 B TV Facility Area Section 2 Permit amp Applicability Operation Instructions Page 2 7 Adding a New Facility Equipment Item Equipment data may be entered by import from source files See Section 2 D TV Import Export or may be entered directly at the IntelliRegs Facility Equipment Data Entry screen If the equipment items were imported then identification data elements should be reviewed to see that default and or import values have been correctly set If all equipment was not imported then you will want to add new equipment items as required 5 Facility Equipment Entities ID Significance and Applicability D
155. elliRegs program this RRT Decision Flow can be reviewed for each form The program form entry screen also displays the data element formula for each RRT decision Section 3 Permit amp Applicability Report Examples amp Attachments TV1 TV2 TV3 TV4 TV5 IntelliRegs Permits amp Applicability Reports Reports Definition and Use Benefits Summary Title V Application Forms And EFiles Outputs OP UA FFile Source Data Report EFiles for OP UA are created from OP UA Dataset created edited and added to at the IntelliRegs reports Title V operations Report TV1 shows the EFile source dataset Adds and edits made by a user to the EFile dataset are not reflected in IntelliRegs OP UA data Printed in Report B1 and should be limited to entry of Non IntelliRegs OP UA Form data or for manual edits which override IntelliRegs s automatic OP UA data generation See TV5 for a printed report of the OP UA Electronic File data TCEQ OP SUM Form TCEQ format OP SUM form Acceptable for submittal with Title V Permit Application in accordance with the latest TCEQ specifications and instructions See TV5 for a printed report of the Electronic File report of OP SUM data TCEQ OP REQ 2 Form TCEQ format OP REQ2 form Acceptable for submittal with Title V Permit Application in accordance with the latest TCEQ specifications and instructions See TV5 for a printed report of the Electronic File report of OP REQ2 data TCEQ OP REQ3 Form TCE
156. elp and information nte lliRegs Ops Info and About IntelliRegs IntelliRegs Ops Info The IntelliRegs Operations Information screen as shown below provides online general instructions on the IntelliRegs menu bar and program use IntelliRegs Operations Information l J After selecting the PROCEED button at the IntelliT ask main startup screen the startup screen will close and the IntelliR egs menu bar will appear from which IntelliRegs operations may be selected Summary IntelliR egs Menu Bar Legend Exit Completely EXIT IntelliRegs and MSAccess confirm OK Cancel msgbox appears Form Form icon Avail for data entry review windows Switches to full form viewl List Worksheet icon Avail for data entry review windows Switches to data list view DS Format Avail for List views Select option to modify the list appearance operations Reg Applic Ops Equipment Title Permit and Applicability Operations TaskDefs Ops FegText and Task Definition Operations Admin Ops IntelliRegs Security User Session Logs and DB Settings Operations Window Select active IntelliiRegs window and or window tiling option for open forms Help Program version connection status and Operations Info this window Drop down picklist of selectable operations For additional information and instructions Please refer to the IntelliRegs User s Guide in printed documentation form or use the User s Guide PDF file interactively during use of IntelliR egs
157. entry screen amp Citation Full Text Data Entry Form 101 x gt Citation Number 197 171 a ANG EDITS based on Status Modes Reg Change Mgmt Program PDC RegMOC Active Citation 7 Citation FullT ext Status amp Classifications Applicability Status TaskDefs Summary Form Status READ ONLY display of current Citation Component T asks for this Citation MOC Code Task Definitions are entered at the IntelliRegs Citation Component T asks data entry screen summary of the current Components T asks for this Citation is presented here READ ONLY _ Seq Type EditStatus Export CMPAction TaskName Description _ User Active __ Source 01 RK 6 Ok Ready No Yes Flare Determine compliance by a daily nc observation with this subparagraph in the flare by daily notation in flare operation loc operation log that flare the flare was was observed including observed inc time of day amp whether or the time of d 02 MN 6 Ok Ready No Yes Flare Make observation for For flares op operation each operation for flares less frequent operated less frequently daily the than daily observation made for eac operation Record KIRRI 1 gt or gt of 6 l aa 5 Tasks Counter Navigate this Citation Session DateTime 03 02 2006 10 31 47 Record 1 4 532 gt ot r of 1443 Section 6 Task Definition Development Operation Instructions Page 6 10 The Form Status Tab shows current session User Rights RMOC licen
158. eous words such as a and the and shortening words such as and to amp and control device to CD There is no standard or right or wrong description format but whatever the style you decide it is best to maintain that style for all defined tasks Some users prefer to summarize and shorten from the broken out text others prefer to use as much of the text as possible within the task description The use of the additional fields available Section 6 Task Definition Development Operation Instructions Page 6 21 in the program enable you to enter information such as Frequency Method Materials Protective Equipment or Training Certification Required instead of entering all of this information into the task description field The Frequency field offers a dropdown but this list is from a valid list not the selections from prior entered value lists The Regulatory Frequency is the frequency as stated in the Federal or State regulatory text such as Daily Weekly Monthly etc The Compliance Plan Frequency is the frequency that your company does a specific task For example the Regulation may have Monthly as the frequency but your company has decided to perform that particular task Weekly Some tasks will only be done if certain conditions exist If When required by conditions is chosen for Frequency then the When Required Frequency Condition dropdown box becomes available You must ente
159. equirements of E NewCitationNumber 76028 SC1 0 NewT extE ffectiveD ate 107172004 Changes Summary Deactivated ComplyTask Impact 0 _ Applicability Impact Renumbered SCO9 to SC10 on 10 1 2004 Changed Environmental Protection Agency to EPA After completing the above change analysis and data entry Update Archive current into the Historical Citation Table and NEW Record 14 4 4492 gt gt t gt of 4933 Section 6 Task Definition Development Operation Instructions Page 6 53 On the Reg MOC Analysis tab users may paste or type the new text for a citation number into the top NEW REGTEXT COMPARE TO box A copy of the current FullText for that citation number appears in the middle CURRENT CITATION REGTEXT box By running the Perform Comparison Analysis the program will compare the two texts and show a at the first place the two texts differ in the Comparison Findings box A summary of the changes should be entered into the Changes Summary box at the bottom of the screen To archive the current text and replace it with the new text enter the citation number the new Text Effective Date whether the changes have a potential impact on applicability or compliance tasks and a changed summary Then run the Update NEW amp Archive prior data to the Historical Citations Table This will create a record in the Historical Citations table and replace the current text with the new text and text effective date automa
160. er Equip ID OpStatus Significance Direct Applicability OpUA Forms TV NegApplic Direct TV Unit Summary RegApplicability Shutdown v OpStatus Current operations status Active Idle or Shutdown of this Facility Equipment item 2 15 2006 OpStatus Start Date Start date of the current OpStatus Facility Equipment T UnitID and Operations Status History Document Operation Status Changes and or TYUnit ID renames TV UnitiD OpStatus StartDate EndDate OpStatus Note gt IA1_F300D Active 1 1 2002 2 15 2006 Original TY Permit Ja _F300D Shutdown 2 15 2006 Permanently Shutdown 1 gt btt gt of 1 Select the equipment status in the OpStatus dropdown box OpStatus Current operations status Active Currently active operational Idle Currently idle no operations Shutdown Permanently no more operations When equipment is Shutdown equipment history remains in IntelliRegs When Shutdown status is selected the program asks if you want to delete all applicability for this equipment You may choose to mark the equipment as Shutdown but not automatically remove the applicability Compliance history would still have to be kept in TaskTrakker if you choose this option Do AutoDeletes for Shutdown Equipment P Do you want to delete all existing OpUA form data and Direct Applicable Requirements For this FacilityEquipment item that you are indicating is in SHUTDOWN Operating Status Equipment TYUni
161. es an analysis of your database creation of historical records for citations that have changed and an update of the Full Text and RegSection Effective date RMOC Version Updates AMOC Import AddNew RMOC Session Log Reports AMOC Master DB Reports Perform a Citation Version Review amp Update on all Citation Regulation FullText versus the latest version data in the PDC Requlations Management of Change RMOC Master Database RMOC Version Update will perform the following processing steps 1 Determine if Regulation is a RMOC Supported Federal EPA and or TX TCEQ citation Set to PDC RegMOC User Maintain PDC Pending 2 If RMOC maintained PDC RegMOC then Compare latest RMOC Master DB version to IR Facility database version and 2a If version not changed record latest AMOC RegReview date RegSectionEffectiveD ate CMPT estD ate is unchanged 2b If version change then perform updates to Citation_FullT ext Historical Citations and Citation Component T asks 2b 1 If TaskExports or Applicability for the Regulation then archive prior version s into Historical Citations table else no history archive 2b 2a If Appliclmpact 0 and ComplyAction mpact 0 and not Renumber then set TaskDefs and Applicability as OK 2b 2b If Appliclmpact gt 0 or ComplyActionlmpact gt 0 then set TaskDefs and Applicability for MOC Pending 2b 3 If RENUMBERED then set for special Citation insert replace update renumber processing Loop up to 10 processes 2b
162. es are properly linked Every time IntelliRegs starts up it checks to verify a valid link with all required database tables from the WizBase and IR_ database files If any links are not correctly reestablished then the Use Current Connected Databases button will not be displayed You must then perform the CONNECT activity from the Main Startup Window See Instructions in the Connect to External Databases paragraph in this User s Manual section Current Connected IntelliRegs Databases and RMOC Status IntelliRegs Databases Directory lt Connection not Established gt Facilitty s Title Y Applicability RegText TaskDets Database Connection not Established IntelliRegs Knowledge Database ReadOnly Connection not Established Regulatory Management of Change RMOc Status Connect To New Different IntelliRegs Facility Title Applicability TaskDefs Database This validation operation at startup insures that the database links exist properly before attempting to use the table error and get a runtime error while running the program Section 1 Introduction amp General Instructions Page 1 10 When the program startups up and offers the Use Current Connected Databases button at the startup screen you can be assured that all external tables are properly linked IntelliRegs IntelliRegs Ops Information Equipment Citation Applicability Title Y and MultiMedia Permits and Revisions ___Quit NoRtun IntelliRegs Expert System Re
163. ew then select OpenForm or Update operation Filter Conditions Are jorr 2 139 Component Task Records OPEN FORM Components TaskDefs Data Entry Form Citation Conditions Comp Task Conditions SQL where Conditions SQL Update TaskDef Elements Reports Select Initial Form View Open in DataSheet View Open in FullForm View Component T ask Generic Definitions Data Elements FYI Citation Number Pk Nn Aw ComplDSeq Pk Nnw ReqType ST MN Yv Es TaskSet Up ls Comply Action Yn Es Task Name Up Es Approved for CMP Yn Es ls Active Task Yn Es Deactivate Note Task Description Up Es Frequency Regulatory Vv Frequency Compliance Vv Es When Required Reg Text Substring Nn EditStatus 1 5 RO In LastT askEditDateTime RO Mc Dt LastExportDateTime RO Dt RegTextEffDateTime RO Mc Dt Planned Method Up Planned Materials Up Retention Time Vv Company Retentions Vv Unit Measure Vv Is Unit Measure Editable Yn Operator amp Operator2 Vv Limit amp Limit2 Nm Ops Activity Resp Department Resp Person Role Repository File Reference Send Reports To Protective Equipment Training Certification Start Date End Date Days LeadTime EMail Minutes to Complete Task TaglD UserDefined Status Code UserStatusNo 0 5 User Edit Comments KeyWordsFound RO FirstKeyWord RO TaskDef Elements iH Report Preview TaskDef Elements Report Preview Preview and optionally print a report of the Component Task
164. ew Selected Specified TaskDetinitions Before Loading Adding Load add one or more specification sets Duplicates of Citation SeqNo will not i loaded T Clear all existing before new Load Adds 5 Task Definitions Loaded Ready For Export Preview Report List of All Loaded Approved Ready To Export Task Definitions Target Export Filename With Path Directory Browse for Target Export File HE R_Testing_V7_Testing_T askDefsExport_2006 03 06_A Txt User Export Note l Close Screen Post Loaded Approved Task Definitions No Create Export File and Create Target Export File These tasks may be exported using several different filter criteria such as Citation SubPart Citation Section etc Only task definitions that are complete and have a Status 6 Approved are available for export You may also choose to export only those taskdefs that have been edited since the last export or all task defs After selecting the export criteria load the task definitions to the Approved Ready to Export Table The definitions that have been loaded may be previewed at this time before performing the actual export The Target Export File is provided as a default value You may change the path of this file if desired The file is dated with the current date and a letter identifier Subsequent exports made on the same day will have the same date but a different letter identifier A User Export Note is required before performing the export After enter t
165. existing prior data in the Applicability Exports Detail table will be removed and all exported applicability recorded into the detail table Note The Export Log entry is retained always for review but details are only in the file for the last export exchange This is to conserve database space and since the actual export files can be archived and or reports printed if desired and the data can be generated again if required there is no justification for keeping prior export details IntelliRegs will display a message box with the number of rows of applicability data placed into the export exchange file 7 Optionally review the export log summary and detail by previewing and optionally printing the Export Exchange Log Summary and last export detail 8 Using your Compliance Management System import this Applicability data by selecting the IntelliRegs Applicability Export Exchange file The directory location and name of the Applicability export files is retained in your Applicability Exports log Note The Applicability Export file can be imported into Excel or processed by other programs as needed Contact PDC for file field specifications if the Applicability Export file is to be used in applications other than the Compliance Management System Section 4 Unified Operations Operation Instructions Page 4 15 C Unit Applicable Requirement Tasks Unit Applicable Regulatory Tasks Unit Applic RegT asks represent a merge join of the Poste
166. flow 2 f gt 3Y gt COIpEnd BY sd 9YS3Y gt COI gt End FAT Decision 3 is Y Yes as in override no change needed so no curly braces 3 PYS3ND CO3pEnd EN MEY 4ND END COS End Decision 3 is overridden to Y Yes as indicated by curly braces in revised decision flow Also decision 6 is overridden from 6Y RART Determined to 6N as indicated by curly braces Examples of invalid OverRide data Program will not allow a SAVE of invalid entries Error number can t begin with zero BASEN Eror invalid char A Error missing comma separator 1B3Y 6N_ Error invalid char B Error internal space blank BY Error Expecting addl override 3Y 6N 3N_ Error decision 3 more than once BY 405N_ Error Decision gt 400 OverRide entries are applied only when if needed Section 2 Permit amp Applicability Operation Instructions Page 2 26 RRT Determined Citations Optionally during OP UA data entry a floating window can be displayed that shows the current status of applicable or negative applicable citations based upon the OP UA data values entered and RRT logic The RRT Citations window appears in conjunction with the RRTFlow amp ID window to display citations within citation blocks in the RRT Flow string An example RRT Determined Citation window is shown below amp FD 248 RAT Citations X RRT TX 60Kb 4 19 00 Dbl Click Paste into EPA Weblink Comply Main Form Block Type Pollutant Citation Number co4 ST Yes VOC co4 M
167. g two new tasks entering the same breakout text copy and paste and creating the unique separate in this case weekly monthly and annual task definitions Renumber the sequence of all tasks for the citation to achieve the desired task sequence for reporting and analysis The Smart Parsed Basis for This Component TaskDefinition is the complete breakout from the citation for this Component Task This data cell can be edited but should be edited only to split into multiple component tasks 1 e manually create a different Component Task breakout version respecifying and rerunning the SmartParse or to combine components that should not have been broken apart For example SmartParse would see the period after the i in i e as the end of a sentence If the management of change analysis identifies that the full text of a citation has changed then the examination of each broken out component for changes will aid in identifying the particular tasks requiring changes updates That is if the broken out text is still a part in whole of a citation paragraph without change then it is likely that the task definition is unchanged Do SmartParse is set to Unchecked NO after running If you have unchecked this default setting before running then SmartParse would remain checked to YES If you edit Component Task data Citation DoSmartParse is automatically unchecked to prevent your Component Task data from being accidentally replaced when the next SmartPa
168. gOps Unified Ops TaskDefs Ops Admin Ops Window Help ros Posted Applicable Requirements s amp s Unit Applicable RegTasks Section 4 Unified Operations Operation Instructions Page 4 3 B1 Posted Applicable Requirements Form Header Footer The Posted Applicable Requirements screen consists of a header footer display and several tab views for particular operations functions The header footer is viewable during use of any of the tab views Instructions and information for each tab views operations are provided following this Header Footer discussion amp Applicable Requirements Approve Posting Quality Control Reports and Exchange Filter Conditions for Update Reports and Exchange dentifies function used in Session DateTime Stamp 10 08 2004 12 13 53 gt FacilityID 2 OpDUP Dept Unit Process a gt Facility Area OP Permit T UnitiD EntityID Additional Filter Conditions for designated amp QA and Reports identifies function used in amp Citation for exact filter or Number for Begins With Example 60 12 amp gt Applicability Category Select from list of values used in Posted Applicable Requirements Note that Additional Filter Conditions cannot be applied to Export Exchange as All Applicability for any Equipment Entity is always in exchange data Applicability Updates QA G gt gs SubRegs BA Applicable Regs AMOC Operations Applicability
169. gible for export to the Compliance Management System until they have been edited to a Status 3 Valid Task reviewed and IS APPROVED FOR CMP USE has been checked to Status 6 This allows for review and edits by various people such as managers and operators to ensure the task description best represents the task to be done before it is forwarded to the CMP Key features of the Citation Components screen are noted above Data entry fields for the Component Tasks are presented on five different form tabs Form Tabs Description amp Frequency Method amp Limits Responsible amp Repository Other Task Attributes User Status Info Section 6 Task Definition Development Operation Instructions Page 6 16 Each tab screen is reviewed in this section of the User s Manual following instructions and review of general function and header data entry Note the outer record navigation controls above as 485 of 1373 and the inner record navigation controls The outer record controls refer to the citation number the inner record controls refer to one or more component tasks of the citation Navigate to next previous beginning end of all citations within the task definitions database using the outer controls navigate component task to component task using the inner controls You can optionally view the list of citations as a spreadsheet by selecting the Datasheet View icon from the IntelliRegs menu bar Use the datasheet to scroll the list of
170. gs and from Agency Website Provisions Changes are Needed to NSR Permits e g NSPS Subpart Kb Text File any Compliance Tasks File name 60 112b txt Rule Parse note fully automated Parent Rules included Do Smart parse Flag set for TCEQ determined citations based on RRT s Key Words Review Archived for Management of Change features and or Change automatically finds differences in task related text changes in Source Documents Smart Parse and Parsed Rule is subdivided into Text Components and Review with Key Words highlighted in appropriate note fully automated Compliance Task Attribute Categories Definition of Tasks and Task information is highlighted by Key Word book Task Attributes marks drop down lists show previously defined e g frequency Attributes standardize and speed up data entry Import Into ACM Deploy on Notices to Unit Operators Compliance Audit Company Intranet when ready Deviation Reporting Compliance Certification IntelliRegs Applicability Determinations Data Flows Future Changes TCEQ Title V TCEQ Decision to RRTs and Forms and Support RRT Title V Forms Instructions Diagrams Plant Equipment from WinCeis or other source mi WizBase Knowledge Base Maintained by PDC Corp K gt WizData Plant Database Maintained by User note fully automated Equipment Specific
171. gs database RMOC Session Log Summary Report _ y reports to Preview mode Ctr P to print RMOC Session Log Detail By Citation Number Report Optional Detail Report Filter Condition s RMOC Session DateTime X RMOC Citation_Number Like N Select Citation or enter partial for begins with condition i e 60 12 The RMOC Master DB Reports tab shows a count of the number of Full Text and Component Task Definitions currently available from the IT_Master database RMOC Version Updates AMOC Import AddNew AMOC Session Log Reports RMOC Master DB Reports Reports on data in the connected PDC Regulations Management of Change RMOC database file that is available for Append and Update RMOC Operations by Licensed RMOC Subscriber Companies Optional Master RMOC data filter conditions Asterics indicate filtered reports Summary of RMOC DB data counts Citation Group Subpatt J z Citation Full Text 25 320 CitationNo Wildcard C Components T askDefs Reports RMOC Master Database Yersion Log MH _____ __ RegFullT ext amp Component Tasks Status Count Matrix Report By Group SubPart All reports to Preview mode RegFullT ext amp Component Tasks Status Count Matrix Report By RegSection _ Pte print Citation Regulation Full Text Report Complete Text o Citation Regulati
172. gt all or select from pick list Facility Area lt Blank gt all or select from pick list OpDUP Department Process lt Blank gt all or select from pick list TVUnitID Entity lt Blank gt all or select from pick list Additional Filter Conditions for operations designated by the red and sign amp Citation lt Blank gt all or select from pick list or enter number asterisks for Like Applicability Category lt Blank gt all or select from pick list Current total counts and counts selected for the current filter conditions are always displayed at the footer area of the Posted Applicable Requirements screen These counts are revised whenever the data is create refreshed or the filter condition is revised Section 4 Unified Operations Operation Instructions Page 4 4 B2 Posted Applicable Requirements Applicability Updates Operations Creation of new Posted Applicable Requirements and updates refresh of the applicability data is run from the Applicability Updates tab selections The screen is shown below Applicability Updates OA G gt gs SubRegs OA Applicable Regs AMOC Operations Applicability Reports Applicability Export Exchange l Run Updates to Posted Applicable Requirements Info Posted Applicable Requirements IntelliRegs Applicable Requirements Posting Options Run IntelliRegs Smart ApplicableReas Update Processing for all Equipment where IsPostApplicReasDue is set to TRUE ROAR 4 Equipment entities are set for Smart
173. gulation FullText Extract Add new Update for Revision Regulatory Wizard Knowledge Base IntelliTask Main Ops WizBase mdb FullText Add Edit Del Linked As KeyWords Add Edit Del Smart Parse Run MASTER IntelliTask Component Tasks Add Edit Del Reports Database File Utility Ops Update Facility IT mdb from Master Per Options Agency Reg Changes MOC IT Data Updates PDC Only Update IT Master lt ASCII Text File for Import by ACM ACM Db ODBC Linked As ACM SQL Database Facility IT mdb Data Transfer Merge separate Mdbs Transfer From To ASCII Log File IT_OpsLog Txt om Facili mdb Write and Read Print Log Ops Facility Citation amp Components Tasks Database IT_ Mdb Linked As The Active Current FACILITY IntelliTask Database File Linked As Secondary Target FACILITY Database File IT_ Mdb 10 29 99 PDC IT_Flow1 ppt IntelliRegs an Expert System for formulating regulatory compliance tasks and determining federal and state rules that are applicable to plant processes and equipment Data Flows and Management of Change Service Center Developed by Process Data Control Corp 903 D Medical Center Drive Arlington Texas 76012 phone 817 459 4488 website www PDCCORP com IntelliRegs Compliance Task Definition Data Flows Future Changes Rule Text File NSR Permit Company Notified when to Rules Re
174. gulations Text and Compliance Tasks Definitions Development Current Connected IntelliRegs Databases and RMOC Status InteliRegs Databases Directory C INTELLIREGS Facilty s Title Y Applicability RegText TaskDefs Database R_ COMPANYNAME V6_0 MDB InteliRegs Knowledge Database ReadOnly WIZBASEMDB Revised 2004 11 18 Regulatory Management of Change RMOC Status Licensed PDC Corp TX Testing Use Current Connected Databases Connect To New Different IntelliRegs itleY Applicability TaskDefs D Copyright 2006 Process Data Control Corp Startup checks to verify that database file structures are latest specifications if not auto update is performed if required In addition to validating each linked table connection the Startup routine examines the table structures of the IR_ mdb to see that the latest database table structures are present Following upgrade of the IntelliRegs mde it is likely that changes in the table structures will be required If so an informational message box will be displayed indicating that an automatic Database Upgrade is going be performed to revise the table structures of your old tables into the new revised required table structures Database Update changes might add fields to a particular table add an entire new table or change the width or valid function specifications for an IR_ mdb table By automatically updating the database structures at the first startup of an IntelliRegs mdb program upgrade
175. hese required observations If smoking is detected compliance with the emission limits of this paragraph shall be determined using Reference Method 22 Reference Method 9 or an alternative test method approved by the executive director and EPA The observation period for this compliance determination shall be no less than two hours unless noncompliance is determined in a shorter time period or operational changes are made to the flare that stop the smoking A Method 22 or Method 9 observation will be waived provided the operator reports the flare to be in an upset condition under the requirements of 101 6 of this title relating to Notification Requirements for Major Upset Review with PEER Citations Should PEER s Citations be reviewed for full context Settings Review with PARENT Citations V Should PARENT s Citations be reviewed for full context Info Has Monitoring Options Are Monitoring Options in this Citation For Monitoring Options reporting Record 14 4 532 gt gt t gt of 1443 7 Note If the text has been imported from IT Master databases and you will be using PDC s Master Data and Regulatory Management of Change features of IntelliRegs then the Full Text is not editable as indicated by PDC RegMOC and a yellow background Any User Maintained citations such as NSR permits PBRs and SEs are editable and are not updated by PDCs RMOC The Management of Change features within the program can be employed by the user
176. his note run the Post Loaded Approved Task Definitions and Create Target Export File Section 6 Task Definition Development Operation Instructions Page 6 46 C5 Utilities Select TaskDefs Utilities from the menu bar to use the IntelliRegs Utilities Operations form IntelliTask Utilities Operations Utility Operations Perform Various Processing Not Included Within Key MainScreen Ops Revise KeyWords Found List and First Keyword for Component T asks Revise component Tasks Group Filter No Filter Do All if Blank l ad Review Component T ask EditStatus and revise value if required Hever ieee ALT Reset EditStatus 1 2 3 4 5 or 6 based on current values for the Component T ask Current Datafile Delete Citation Data Operations Do Specified Deletions Citation Tables Delete Option Scope Filter of Deletions Citation FullText and Component T asks Allrecords lt No Filte gt Citation Component T asks Only For Citation Beginning For Citation Group s Select one or more Create TXT file of all applicable Citations and Citation FullText Create this file and send to PDC to identify Citations used by your IntelliRtegs system Target TXT file of IntelliRegs CitationNumbers With Path Directory Browse for Target CitationNumbers TXT File F DEVELOPSINTELLIREGS APPDEV_2006 IF_ClientDB_V _Testing2_IRRegNos_2006 02 27_A Txt Create Citations TXT File Run Copy Replicate Citation FullT ext
177. iRegs UserID lt Select UserlD or enter ID if first session 5 Chars min IntelliRegs User Password lt See your IntelliRegs Administrator for a Password Session Note Suggest enter Company Department and a brief summary of planned session operations Select from prior Session Notes for your UserID or type in a new different Session Note initia Title data entry STATE Forms Preference z TCEQ Texas Submit Uy onTexas Not Texas Forms E for Approval Copyright 2006 Process Data Control Corp The example screen above shows the window as you will normally see it ready to enter User ID Password Session Note and whether you are a Texas or NonTexas user After successful LogIn the Login Approved message will appear Select OK to continue with IntelliRegs operations Login Approved i x UserID and Password Approved IntelliRegs System Administrator All System and Operations Rights Select OK to continue with authorized operations If the database link was not validated then the Use Current Connected Databases button will not be enabled and you must chose Connect To New Different or Quit For CONNECT instructions see the Connect to External Databases paragraph in this section of the User s Manual Section 1 Introduction amp General Instructions Page 1 12 Checkout IntelliRegs Using The Demo Databases Default Setup Following the initial startup at a workstation following a full IntelliRegs installation
178. ible Dept PE x Responsible Person Role UNIT OPERATOR x Repository TaskTrakker Module X File Reference x Send Reports To z Basis for This Component TaskDefinition Editable Note should be a substring existing within the latest Citation FullT ext i by a daily notation in the flare operation log that the flare was observed including the time of day and whether or not the flare was smoking Record 14 4 1 gt rija of 6 Record 14 4 485 gt gt t a of 1373 Ui Ops Activity allows you to associate tasks with Operational Activities already being performed that might cover several different regulatory requirements or tasks One of these might be a Unit Walkthrough where several things are checked during this time The Responsible Department is the department which has the responsibility for this task being completed as required such as Environmental Operations etc The Responsible Person Role is a category such as Unit Operator Unit Supervisor etc Repository is where history will be stored for this task such as TaskTrakker paper files of logs external database etc File Reference identifies any external file that amplifies or provides any additional information regarding the compliance task Send Reports To identifies the role of the individual to whom reports are to be sent Note that in the compliance management system the role identifier may be replaced by a sp
179. ignificance Direct Applicability OpUA Forms TV Neg Applic Direct TV Unit Summary RegApplicability 4 4 Instructions for each data entry process are presented in individual following sections of the User s Manual Section 2 Permit amp Applicability Operation Instructions Page 2 9 D1 Equip Info Identification and Description Equip ID OpStatus Significance Direct Applicability Opua Forms TY Neg pplic Direct TY Unit Summary Reg pplicability x Compliance E quip UnitID T _UnitID Company Plant EquipmentID Ke Facility ArealD OP PERM a Dept Unit Proc OP DUP Equipment Name lt Reported ID L LtBlue Required Not Blank lt Internal company identifer lt Select from valid Facility4rea Permit Area lt Business Unit Department or Process UnitID Equipment Info Description Company intemal description info specs Compliance Equip Name Description To from regulatory agency desciption Ops System OP SYS MAIN o a lt Cross Department SysType such as Tanks LDAR Loading Utilities Type Unit Group Process fC CSYJ Unique Entity Identifier Index Key K Equip UnitID TY_UnitID Source Type Code T Facilty ArealD OpPermiD FacAreal Next Higher Assembly lt Optional K Dept Unit Process OpDuplD ProcessID z EquipID Tab The EquipID Tab is one of eight tab operations available at the FormScreen Equipment Operations screen When
180. in Compliance Tasks Ops Screen q PDC Corp Version Fa Inwork PDC IntelliRe gs Exper System Compliance 7 asks FPrecessing Citations Regulatory Text and Classifications Data Entry Review Edit Citation Review Edit Add Number Full Text Classification Parent Designation and DoSmartParse Y N Full Text Per Filter Optional Citations Filter Condition s Or blank indicates allsnot filtered Category Like Citation RegSubPart v Select specific Citation or asteric for all beginning with Smart Parse YES NO Global AutoSets Review Report and Run Smart Parse Process Review Edit Add Keyword and Keyword attribute designation s For use in Smart Parse Process At the Do SmartParse Operations Form run Global Autosets do Quick Review Edits run DoSmartParse___ Open SmartParse Review Edit Keywords reports After confirming Do SmartParse settings run SmartParse creation of Components T asks Operations Form Components T ask Definitions Data Entry Review Edit Add for each Component Designate as Task and revise full text inserts if needed By Citation Number with subform data entry of Citation ComplDSequence Component Tasks by Citation RegT ext Task Definitions for that Citation Use this form to add or delete Tasks for a Citation RegSubpart Filter X TaskDefinitions by Citation ComplD Sequence DataSheet or FullForm Advanced Component T askDefinitions views Can be filtered to limit TaskDefinitions to specified con
181. indings count Optionally to refresh all of the G gt gs counts click the Refresh GA G gt gs Counts button Select Click Report buttons for preview and or printout of G gs Reports Note The detailed Citation numbers for all QA G gt gs counts can be reviewed by selecting the report button If the count has a question displayed when the report is selected then the question mark will be replaced with the count before proceeding to run the report Regarding Applicable G Citations requiring G gs SubReg Applicable Updates Note If the list of Sub Citations for a GJCitation is changed Added Citation FullT ext records or an updated WizBase KnowledgeB ase from PDC then the current Posted Applicable Requirements G gt gs citations will be found to be invalid If any of these mismatches are identified then run the G gt gs update and the correct sub citations will be identified for all invalid expansions It is recommended that all errors and warnings identified by the QA G gt gs functions be reviewed and corrected or confirmed correct as is before using the applicability data in your Compliance Management system Contact user support at Process Data Control Corp PDC We welcome your questions Section 4 Unified Operations Operation Instructions Page 4 8 B4 Posted Applicable Requirements OA Applicable Regs A Quality Analysis QA is provided by IntelliRegs for the Posted Applicable Requirements An example of the QA Applica
182. ion is a RMOC Supported Federal EPA and or TX TCEG citation Set to PDC RegMOC User Maintain PDC Pending 2 If RMOC maintained PDC RegMOC then Compare latest AMOC Master DB version to IR Facility database version and 2a If version not changed record latest AMOC RegReview date RegSectionEffectiveD ate CMPT estD ate is unchanged 2b If version change then perform updates to Citation_FullT ext Historical Citations and Citation Component T asks 2b 1 If TaskExports or Applicability for the Regulation then archive prior version s into Historical Citations table else no history archive 2b 2a If Appliclmpact 0 and ComplyActionlmpact 0 and not Renumber then set TaskDefs and Applicability as OK 2b 2b If Appliclmpact gt 0 or ComplyActionlmpact gt 0 then set TaskDefs and Applicability for MOC Pending 2b 3 If RENUMBERED then set for special Citation insert replace update renumber processing Loop up to 10 processes 2b 4 Revise the Citation_FullT ext data to new version values CMPTextVersionDate RegT ext RMOCDate RegSection Date 3 Log the Version Review and Update action into the session log to next Regulation END Note that Citation t version updates will set Task Definitions of the Citation into MOC PENDING status Use TaskDefs Advanced Operations to identify review RUN RMOC Citations Update revise and approve MOC PENDING Task Definitions IntelliRegs updates of Citation Full Text from the RMOC Master Database is simply
183. l appropriate Attributes Dee nOA for Keyword gt gt gt gt Seal KeyWord _ _KeyFullWord Ta TaskType 1 2 3 4 record Record report Report monit Monitor inspect Inspect maint Maintain design Design operat Operate sampl Sample check Check rout Route replac Replace uj ot le gt t gt of 74 Seq Sequence Number Keywords are searched for in Sequence of Keyword Search order You can enter any four place numeric alpha value into the Sequence Field but you cannot have duplicates of a Sequence Number i e only one row can have a sequence 03 As shown in the example screen you can include alpha characters such as Ola to insert Keyword searches or of course all could be renumbered 01 02 JO0000000000 JO0000000000 JO0000000000 INR UPR AR A Joo0o0000000 0a Jooo0o000000 0al Jooooogoooooo not KeyWord A word or part of a word to search the text string for Note The process finds any occurrence of the Keyword For example if you entered a Keyword to then the presence of words into toward total would result in a find for the Keyword So Keywords should be a relatively meaningful word or part of a word Note Short phrases can be entered such as true vapor If shall not was made a Keyword and shall was a keyword then the presence of shall not would cause a find for both the shall and the shall not Keywords KeyFullWor
184. large number of permit conditions and tasks you may more easily change the Edit Status to 6 by opening the form in datasheet view then checking the Zs TaskDef Approved for CMP Use checkbox by scrolling down the list amp Citation Generic Component Tasks DataSheet and FullForm gt lot 6789 SC01 MAERT Lim This permita 12 31 2004 IPIE o2 6789 5C01 MAERT Lim Facilities cov 12 31 2004 12 31 2004 Record 14 4 1 gt gt t r of 2 Filtered 4 Section 6 Task Definition Development Operation Instructions Page 6 49 C6 Master RegText Tasks Updates For subscribers to PDC s Regulatory Management of Change RMOC service updates to Federal and State citation text is provided on a quarterly basis After selecting the RMOC amp Master DB Adds or Updates from the TaskDefs Ops menu you can proceed with RMOC operations First browse for and select the latest IT Master_yyyy mm dd mdb The Regulatory Management of Change License Code box will then become active Enter your company s License Code provided by PDC amp IntelliRegs Regulatory Management of Change RMOC Connect amp Update from IT Master Database Add and Update Citation FullText and or Task Definitions System Administrator user level From the PDC Regulations Management of Change RMOC Master Database Master Updates Info PDC Regulations Management of Change RMOC database file C AINTELLIREGS IT_Master_yyyy mm dd mdb Use Browse to select IT_Mas
185. les and must already exist Upon selection IntelliRegs will verify the file is a Master datafile and if so will link to the required Master data tables within that datafile Note that only the latest version of the PDC Regulations Management of Change RMOC database file should be used IntelliRegs registers the RMOC database versions and latest used to prevent accidental connection to a prior version You must then enter your License Code as provided by PDC and select Submit License Code to enable updates After your entered RMOC License Code is approved then all of the tables from the Regulations Management of Change RMOC are linked connected and registered to your IntelliRegs program The linked RMOC tables will be referenced during use of the Citation FullText data entry form as well as during the operations performed at the various tabs on this form The operations at each tab are reviewed in this section of the Users Manual Section 6 Task Definition Development Operation Instructions Page 6 37 RMOC Version Updates General Procedures for RMOC Version Updates RMOC Version Updates AMOC Import AddNew RMOC Session Log Reports RMOC Master DB Repatts Perform a Citation Version Review amp Update on all Citation Regulation FullText versus the latest version data in the PDC Requlations Management of Change RMOC Master Database RMOC Version Update will perform the following processing steps 1 Determine if Regulat
186. lity data table Provide for create and or refresh for all equipment selected equipment or only for equipment with changed applicability since the last update refresh IntelliRegs provides for establishing Title V Applicability which utilizes TCEQ Unit Attribute forms OpUA to identify equipment attributes and then associate citations and requirement types for that equipment based on those attributes This applicability is reported in IntelliRegs for OpUA data in management reports and is used to create DataSets which are formatted as TCEQ OpREQ3 Applicability and TCEQ Op REQ 2 Negative Applicability See User s Manual Equipment Inventory and Unit Attribute UA Data Rules and Form Data IntelliRegs also provides for establishing Direct Applicability where regulation numbers are associated directly to equipment regulated entities This applicability is not reported within the TCEQ OpREQ3 or OpREQ2 forms Note In prior IntelliRegs versions this may have been referred to as NonTitleV Applicability Direct Applicability is used to identify any type of applicability that is not Texas TCEQ reported on the OpREQ3 or OpREQ2 forms such as for any other State s requirements for TCEQ NSR PBR SE or other permit requirements and to add definitive citation requirements applicability to implement general compliance wording See User s Manual Direct Applicability Posted Applicable Requirements are created and or refreshed by IntelliRegs from
187. ll be opened as shown below amp Data Import Operations Data Imports Operations Cy Import Equipment Inventory Data from PDC format TXT file Select the import command button to open another form where specifications will be entered for the import operation Each import operation and its data entry screen are reviewed in the following paragraphs within this section of the User s Manual If you are importing data and some data for your account already exists it is recommended that your data file be backed up prior to performing the import to enable your data to be restored in the unlikely event that the import did not add the records you desired Please follow the specifications and instructions exactly as defined for each operation Imports are very powerful performed according to the input values you enter Section 2 Permit amp Applicability Operation Instructions Page 2 52 Data Import Import Equipment Inventory Data After selecting the Import Equipment Inventory Data command button at the Data Import Operations window the Import Equipment Inventory Data dialog window will open as shown below Import Equipment Inventory Data Import of Equipment Inventory Data adds Source File Specification equipment from a source file to the Sp J IntelliRegs Facility Equipment data table Data Name and Spec Note The source file must be an ASCII fixed RecCode Always 999 _ length flat file text file named with
188. lliRegs Task Definitions operations Current versions of TCEQ OP UA Forms and RRT logic are maintained by replacement of the Knowledge Base datafile WizBase mdb as required This enables efficient effective change implementation providing documentation on UA form attribute value changes and or RRT logic changes Please also see Section 3 of this User s Manual for Permit amp Applicability report examples IntelliRegs User s Manual Section 2 Permit amp Applicability Operation Instructions Paragraph and Title Page A Introduction to Permit amp Applicability cee eeceeeereeeeees 2 1 B Facility Area Facility and Area Identification 00 0 0 eee 2 3 C Permits ID Name IssueDates cccccccccccccesesesssssseseseeeeeeees 2 6 D Equipment Inventory amp Unit Attribute UA Data oe 29 D1 Equip Info Identification and Description 2 10 MDD Oi OUI ester die eeraan lee eerce ates nds neice inae a EE 2 12 D3 Significance e ssensseesseesseessesssessressressressessersseessressresssess 2 14 D4 Direct APOUCAD IL doviciatvornasntscostiteescnsveumanisderinnlenienatan 2 15 D5 OP UA ROIS cissi sicreeri sensis hien ienee k aaien ia guer aniani ae 2 16 D6 OP REQ2 TV Neg Applic Direct ccececeeseeeseeees 2 30 D7 Unit Summary ps1 22 cas ncpetels wixmstsaceidhienieseateiennianiumionon 2 31 D8 RegApplicability sete casdercsanvevecrnatintlaateitahcacsddenticedacnebocates 2 33 D9 Title V Datase
189. mand button provides online message box information on the AMOC processing as shown amp Info Applicabilty Management of Change E x AMOC Applicability Management of Change AMOC is managed using the PAR_ApplicStartD ate table which holds all current and historical applicability START END records Records are added or edited based on the PAR data when the AMOC Update Refresh is run Current data must match on a 9 key value or the applicability is judged as new and ADDed and prior applicability has the EndApplicDate set to the Update Refresh run date 9 Key Applicability Matching Example Value s Notes 1 EquipRecID 5 or 1345 Integer SysNumber IntelliRegs DB Sys unique Equip RecID 2 Citation 60 112 a NSR 1164 SC01 Fed State NSR regulation identifier 3 Requirement Type NA ST MN_LRK RP or GC As assigned in Unit Applicable data 4 T UnitiD TK 001 BLR233 User permit defined Unit identifier 5 OpStatus ACTIVE IDLE or SHUTDOWN FacilityEquipment OpStatus value 6 OpDUPID MSE 1 PU 1 PE 21 FacilityE quipment assigned OpDUPID 7 OpScenario ALL SCENARIOS BUTANE Assigned applicable OpScenario 8 RegReclID O blank no RegFullT ext or IntelliRegs DB Sys unique RegFullText RecID 9 Citation VersionD ate Unknown or 1 75 2003 PDC CMP System RMOC version control date Update Refresh Processing Steps and Action A Current 1 9 Key Yalue found match current EndDate blank record A1 Remains active current B Current 1 9 Key Valu
190. mat TEXAS Permit RegOps Unified Ops TaskDefs Ops Admin Ops Window Help E Ce i 5 FormTable Data Entry TX UA5 TBL1 6 15 00 ID Bt pif OpUA RRT Chart TX 30TAC117B 201 2 28 00 OP UA Line Note UAProfie PP 05 1 01Ref GRPHEA _Overrides gt Submittal ID M Secs 28 DataValue Help 2 SOP GOP Index No nfo FJRACIFHA Unit Type Info PRHTR Maximum Rated Capacity Info 5 40 F Date Placed In Service mof Info E Info 7GS Info Info Rendered Inoperable Yes No Annual Heat Input Emission Limitation Record aff 1 gt gt t p of 1 Filtered Section 9 Tips Page 9 2
191. ment and revision documents as appropriate 3 Unified Operations Enable revisions that reflect the latest version Permits Applicability and Regulations Task Definitions data Section 1 Introduction amp General Instructions Page 1 2 4 Task Definition Operations For applicable citations import or enter citation paragraph text Set keywords and break citations into components for task processing For each citation component task enter task attribute values to form a base compliance task definition template Export task definition templates to TaskTrakker for broadcasting to equipment as detailed equipment specific compliance task definitions 5 Task Definition Operations Determine Task Definition development status Section 1 Introduction amp General Instructions Page 1 3 IntelliRegs Program Menu Bar And Help Selection The IntelliRegs menu bar is available during all operations and provides for selection of all main data entry and dialog windows All operations are reviewed in detail within this User s Manual An example of the IntelliRegs menu bar is shown below with annotated labels for key selections IntelliRegs 7a PDC InWork Qt Exit DS Format TEXAS Permit RegOps Unified Ops TaskDefs Ops Admin Ops Window Help Find Form View Help amp Info Datasheet View Help and Info Selections Selection of HELP from the IntelliRegs menu bar offers two items on the dropdown list providing h
192. n Old to New OP UA Form Data Transfer 3 Run RegApplic Categories 4 Run Equipment Unit Types 5 Run Advanced SQL Updates 6 Run RRT Flow Review Update The Utilities screen briefly describes each utility operation Additional instructions and information on these operations is provided in the following paragraphs in this section of the User s Manual Section 2 Permit amp Applicability Operation Instructions Page 2 54 Run SOP Index No Auto Assignment Each OP UA form row must have an SOP Index number assigned that meets TCEQ specifications for SOP Index numbering For example OP UA3 Table 3 data rows must begin with 60Kb and then have a number i e 1 2 3 This auto assign utility replaces all OP UA data rows for the selected Submittal ID or all if the Submittal ID is left blank with valid unique SOP Index numbers Most users will only run this utility after most or all OP UA data rows are entered Because the TCEQ will refer to the SOP Index number of the original submittal the numbers should be preserved and maintained after submittal of the original application See TCEQ s SOP Index No Instructions for complete specifications on assignment of SOP Index Numbers After running the SOP Index No auto assignment utility you can edit any OP UA row SOP Index numbers at the OP UA data entry screen See User s Manual Section 2 C4 or the SOP Index numbers can be edited in the OpUA KeyDat Fast screen See User s Man
193. n this tab Optional report titles may be entered amp Advanced Citation Task Definitions Filter Update Edit Ops Enter Filter Conditions for Component T ask data entry review then select OpenForm or Update operation Filter Conditions Are fort 2 139 Component Task Records OPEN FORM Components TaskDefs Select Initial Form View Data Entry Form Openin DataSheet View Open in FullForm View Citation Conditions Comp T ask Conditions SQL Where Conditions soL Update TaskDef Elements Reports Reports for the Component T ask Records Selected by Filter Conditions Components Listing Report I Components Key Attributes T Component Tasks Scoreboard Components Summary Report ET Components All Attributes i Your Optional Report Title Report Filter String Will display at top of report below your optional title row lt NoFilter gt Run Selected Component T askDefs Reports F Preview Before Print Ctrl P Print Analysis of Selected Components T asks for Counts of Unique Yalues Comp T ask FieldID 1 First analysis field ID is required Total on this field only Comp T ask FieldID 2 Second Field ID is optional Total on Field1 Field2 value Preview Field Totals Analysis Counts Report Review Unique Values Listing Analysis of selected components tasks for counts of unique values may also be viewed filtered by fields in the component tasks such as compliance frequency planned methods respon
194. nce Unique for each citation paragraph 01 02 03 Task IDs as required Numbers are created by the SmartParse component task operation If you add tasks or wish to insert tasks then you will want to edit these numbers It is recommended to retain the leading zero format to have the order correct if 10 or more tasks are defined In most cases you will want the sequence to follow the order as subparagraphs appear in the full text However if a task has been exported to TaskTrakker the sequence number cannot be altered If you need to add a new component for that citation e g if a new paragraph has been inserted because of a rule change it should be added as a new sequence number at the end Is this a Compliance Action Item Checkbox Checked means that the Component Task is defining a Compliance Task Not checked No means that the Component Task breakout from the full text does not represent a compliance task but contains important information to be forwarded to the CMP for reference Task definitions exported to TaskTrakker See the Export to TaskTrakker section of the User s Manual exports Component Tasks that have been designated as Js TaskDef Approved for CMP use True Yes If the text contains only Section 6 Task Definition Development Operation Instructions Page 6 17 unimportant information but nothing to create a task definition from uncheck the Zs this a Compliance Action Item remove the Reg Type and type Info
195. ndex No Replaces SOP IndexNo for Scope Filter and SubmittalNo Submittal ID x Auto Assiqnment Update OpUA form table data from old revised version to latest version Run after installing a revised Knowledge B ase WizB ase mdb or to update old version OpUAs Update Old OPUA Old OpUAs In Use Report Beenie FormT able Data to Format Group by Fac rea Old Version OPUAs Latest Version OpUA List by OPUA Form I Preview Currently In Use Report Historical OpUA Version Upgrades Reports Of OpUA data updated by IntelliR egs n I OpuUA Updates Listing Report l Preview Print the T OpUA Updates w Old Attributes String Report Optional Session Filter Paras ion SortOption Area UnitD C NewOpUA I Preview parades Report s Advanced SQL Updates For SQL code processing Advanced SQL CodeOps Enter and run SQL action queries as directed by PDC or for advanced user operations Open Data Entry Form Review RRT decision flow and RRT Determined Citations Revise replace if required V Run only for need RAT Ensures correct DecisionFlow and RAT Determined Citations for OpUA data Refresh OpUA rows gt July 2002 Optional Now program maintained at all times Run only if required me oer Determine Clear all from RAT Flow Update Log Print RAT Flow Update Log F Preview oh E The Title V Utilities screen enables selection from six utility operations 1 Run SOP Index No Auto Assignment 2 Ru
196. nit Process The first level of compliance responsibility for permitted equipment OPDUP ID OPDUP Name Pi MAIN Polyethylene Unit HydroQuart Cracking Unit You must identify the OPDUPs for your Facility to have them ready for assignment to each Facility Equipment item On occasions companies may employ a MAIN OpDUP as a general not yet assigned department and later create and assign the actual OPDUPs Facility OPDUP Data Entry IntelliRegs data entry forms reports and exports may be selected and or are sorted grouped subtotaled by OPDUP IDs Note that Facility OPDUP assignments to Facility Equipment are not dependant on the assigned AREA or OPSYSID assignment In other words OPDUPs may be a subset of AREA or may optionally cross multiple AREAs as appropriate for your facility Facility OPSYS OPSYS is a term used by the IntelliRegs for Operating System assignment of Facility Equipment Each Facility Equipment item Regulated Entity must be assigned to one and only one OPSYS The valid OPSYS values for each Facility are created edited and deleted from the IntelliRegs Facility Areas screen at the Facility OPSYS tab Facility OPSYS Add enter for each Operating System OPS to be assigned to Facility Equipment An OPSYSID will be locked and cannot be changed or deleted if any Facility Equipment item is a member of that OpSYS ID Use OpSYSID to identify another management grouping of equipment similar to but in addition
197. ns ComplyBoxID Documents the Citations determined by TCEQ RRT logic based upon OP UA Form data values With logic decision flow and grouped by Citation Block ID Note Refer to the Cl RRT Decision Flow Report for the particular RRT to review the decision Yes or No RRT Determined Citations TV UnitID Reg Documents the Citations determined by TCEQ RRT logic based upon OP UA Form data values In citation number order Note Refer to the D1 RRT Decision Flow Report for the particular RRT to review the decision Yes or No OpUA Applicable Requirements This report documents the UA Applicable Requirements which are the Special Regs entered at the IntelliRegs OpUA for data entry screens Note that the IntelliRegs OpUA rows are uniquely identified by a FormDataRow FDNo number that is program assigned and appears in the report All rows in the OpUA form s Special Regs are represented in the UA Applicable Requirements which are generated into TCEQ Dataset OpREQ3 Applicable Requirements or in some cases Negative Applicables into OpREQ2 Permit Shield records Note Prior to Spring 2006 the IntelliRegs program used Special Regs with adjustment codes such as No Yes Yes No No No to act like debit and credits to the RRT Determined requirements resulting in NET Applicable Requirements Effective Spring 2006 with Version 7B the UA Applicable Requirements Special Regs are independent from the TCEQ RRT Determined requirements Comparison is
198. ns on the IntelliRegs main menu bar IntelliRegs User s Manual Section 8 Admin Ops User Session Log amp System Key Values Paragraph and Title Page Ars User SCSSIONS LOgcrecinecuninnen annei a a 8 1 B System Key Valsinni e i R 8 2 Section 8 Admin Ops User Session Log amp System Key Values Admin Ops User Session Log amp System Key Values The Admin Ops are available from the Admin Ops menu selection IntelliRegs 7a PDC InWork Qe Exit a DS Format TEXAS Permit RegOps Unified Ops TaskDefs Ops Admin Ops window Help E User Sessions Log E gt System KeyValues A Admin Ops User Sessions Log Following selection of the User Sessions Log item from the Admin Ops dropdown options the IntelliRegs Admin Ops User Session Log main screen will be presented Operations run from this screen allow you to see the User Session Log information contained in several different formats You may filter the information for a single UserID a particular RightsLevel by a date range or records containing a keyword or phrase This information may also be sorted by UserID session date and time by session date and time for all users or by rights level plus session date and time 5 IntelliRegs Admin Ops User Session Log A new record is automatically added to the User Session Log at the IntelliRegs Welcome Startup screen after selecting the PROCEED button IntelliRegs System Administrators and Managers may edit and
199. ntelliRegs but IntelliRegs data should be in agreement with this data which will be submitted with electronic submittal files Section 2 Permit amp Applicability Operation Instructions Page 2 58 Use submittal ID to identify the actual original OP UA form data from preceding old OP UA form data Also use submittal ID to identify OP UA form data which is for revision 1 2 3 etc Submittal ID is selected in the header section of each OP UA data entry form Submittal ID can also be reviewed and edited in the OpUA KeyData Fast data entry window Section 2 Permit amp Applicability Operation Instructions Page 2 59 H TV SpecialRegs Fast Data Entry for Special Regs After choosing the TV SpecialRegs Fast option from the IntelliRegs Menu Bar TEXAS Permit RegOps the Title V Special Regs Add Edit Delete screen is opened as shown below amp Title Y Equipment Special Regs Add Edit Delete FacArealD TY UnitID Plant EquipID Equip Name info _List Report Equip ReflD PDC4697D MAIN _ A1_F300D A1_F300D Main Storage Tank 555 FDNo Citation Type Pollutant PreB OpReq2 3 IsMain VC Justification or Override Note 0 60 110 c 2 NA JNA Yes No No Constructed before June 11 1973 1499 60 116b b RK VOC No No No Not for TYP lt 1 25 w 1499 60 116b b 4 RK YOC No Yes No TYP lt 1 25 Recordkeeping Requirement No No Record 14 4 J 330 gt gt t gt of 330 l Joly The INFO command button on the Special Regs Add
200. nts which can be edited in the forms tab operations Ref The program assigns a unique identifier to each equipment item This RefID is not editable by the user and will always point to this equipment item unless until the equipment item is deleted Also referred to as the EquipRefID in IntelliRegs reports and selection dropdown lists TV UnitID The permit reported agency recognized identifier for the Facility Equipment item Displayed on submittal forms and reports for UnitID Enter at the EquipID tab PlantEquipNo The company facility internal alias identifier number for the Facility Equipment item In most many cases this is the same value as the TV UnitID but is not required to be the same Useful to establish a cross reference to other different regulated entity identification values such as in P amp IDs or maintenance or asset management databases To Be Title V_Reported Yes if UnitID is identified in the Title V Permit Edit at the Significance tab Equip Name Displayed at the equipment header this is entered at the Equip ID Tab entry Section 2 Permit amp Applicability Operation Instructions Page 2 8 Facility ArealD Displayed at the equipment header this is selected from the dropdown at the Equip ID Tab OpDUP Displayed at the equipment header this is selected from the drop down at the Equip ID Tab Facility Equipment data review and edits at the following tab operations Equip ID OpStatus S
201. o revise the format of a datasheet view by freezing columns and other options to enable panning for display of only desired rows Adding And Editing Data Using MS Access Windows Capabilities Data entry windows of IntelliRegs provide for the review edit adding of new data records and record deletion The procedures and methods for data edit add and deletion are similar for all data entry windows Several instructional notes are applicable Saving Data Edits and Adds IntelliRegs saves your edits and adds without you having to select any SAVE buttons All data is saved when the data entry window is closed or whenever you move from one record to another record Data is saved on a record by record basis not based on your data entry session Add New New records are added by walking off from the last existing record to a new unused record and entering data that adds those data values as a new record At the record navigation bar select the icon for add new or just select the next arrow command when at the last record The new record data values will appear with all data blank Enter data for the new record When you close the window or move back or add a new record your data for the new record will be saved Note If you did not enter any required data or if any entry is not valid you may get an error message telling you of the data entry validation error You may correct the error and then attempt to move off and save Esca
202. og There are four levels of security 1 Administrator Maximum rights Security and Operations and database and program 2 Manager Full Add Edit Delete rights for Operations and Changes 3 User Add edits and deletes 4 ReadOnly No Add Edit Deletes Read and Report only The Administrator has access to all levels of the program including security code edits and security reports Managers may do Permit change authorizations and status edits but not security edits The Base User may do managed edits adds and deletes The ReadOnly level user is only able to view data and generate reports UserIDs and Security Codes are assigned by the IntelliRegs Administrator amp IntelliRegs Admin Ops User Session Log A new record is automatically added to the User Session Log at the IntelliRegs Welcome Startup screen after selecting the PROCEED button IntelliRegs System Administrators and Managers may edit and or delete User Session Log data This data is read only for all other IntelliRegs users Your rights Admin Rights You can Edit and or Delete session data Optional Filter Conditions and Sort Option for Log Form and or Report s IRUserlD J Sample X RightsLevel User X From Session Date Thru Session Date Session Note contains the keyword phrase Sort Sequence Options for Report By UselD SessionDateTime By SessionDateTime By RightsLevel SessionDateTime Open User Sessions Log Form Report Preview f
203. ogram determines the YES or NO value for each decision in order as directed by the diagram flow This flow is displayed in the RRT Flow String Section 2 Permit amp Applicability Operation Instructions Page 2 22 If you want to examine a particular decision to see the question and the formula determining YES or NO scroll to the decision number and select the Yes Formula checkbox as shown DECISIONS Current RRT Yes No Decision Flow 1Y gt 27 gt 3Y gt 4N gt 6Y gt 8N gt 107 gt 11Y gt 157 gt C12 gt 197 gt C1 3 gt 25N gt C21 gt 26Y gt C23 gt End Show Citations ID Decisions R V YesFomula Yes To No To 26 pe the vessel store refined petroleum products End 27 Product Stored PTLO 3 PTCD BF3 or PTCD AF3 lt Yes Formula Note Notice in the example that the decision is YES for Decision 26 because the Product Stored is PTCD BF3 Note also that the Yes To indicates that if Decision 26 is YES then flow logic is completed END If Decision 26 would have been NO for Product Stored PTLQ 3 PTCD BF3 or PTCD AF3 for example then the flow would have branched to Decision 27 Section 2 Permit amp Applicability Operation Instructions Page 2 23 The appearance of bracketed compliance blocks like the C12 and C13 in the flow string indicates that the RRT Flow logic identifies applicable citations Note that the numbers for the RRT Decisions i e 01 02 29 and the RRT Compliance Blocks i e C01 C02
204. omponent Tasks Reports Components Summary REPOT acuta accusntaieicantesunc inns 5 Components ey Attributes vxcajsccesieossavenssescevensiecesnaveeancuasinepsazaacevinteacinentsniereennats 6 Components All AtribUtES sesoonse eaa iaai 7 Components Keywords Data ss issssajcesensanscvsssssicananidedwsasatecameiantavessaddcars sheciasataceas 8 Reports Generated From Other Program Screens SmartParse Settings Review and RunOps Screen SmartPaise Settings RS POML vxsascsavnsrcastdsnnsisannyestennstanncseincntsussaastcuenesseleeneuernietenans 9 Master Updates Log Operations Summary IS SEL da ecnilscoiscrceavincyd tei ENE EENE EN EENE EE EEEE ET NE 10 Details REGOUL ii sssustnadtantaveasancestunennenndsbativeenuntess E Ene ones 11 Management of Change Analysis Report c ccccccccceseceseeeeeeeeteeceeeeeeeeeseeeeaeens 12 Significant Changes RE ROT cuaad Gsatesscnicngvaetdereutiuasaseagandenieesa ea mmaauns 13 Section 7 1 Task Definitions Attachments Report Examples IntelliRegs User s Manual Section 7 2 Procedures and Advanced Instructions Documents Documents in this User s Manual section provide additional information regarding procedures and advanced instructions for the IntelliRegs Program This section will be revised to add or revise its contents Licensed IntelliRegs users will be sent updates of this section when revised Section Document RefID Document Title Summary Contents Filename Type and Author Date 5 2 1
205. on 6 Task Definition Development Operation Instructions Page 6 30 B5c SOL Where Conditions Tab The SQL Where Conditions tab provides for multiple task selection for conditions which are not able to be defined using the Citation Conditions or Comp Task Conditions tabs Users familiar with Microsoft MSAccess Visual Basic SQL language or other SQL languages will find this a powerful option for selection of desired Component Tasks amp Advanced Citation Task Definitions Filter Update Edit Ops Enter Filter Conditions for Component T ask data entry review then select OpenForm or Update operation Filter Conditions Are fore 2 139 Component Task Records OPEN FORM Components TaskDefs Select Initial Form View Data Entry Form Open in DataSheet View Open in FullForm View Citation Conditions Comp Task Conditions SQL Where Conditions SOL Update TaskDef Elements Reports The SQL WHERE option is provided for advanced users comfortable with SQL Query coding You may enter all conditions as SQL Where or add to the Citation and Comp Task conditions entered at other tabs SQL Where Task SQLWhere SQL Where dae Code Examples List of Component T ask DBFieldIDs and Example SQL Code for use in SQL Where Conditions DBFieldiD DataType SQLWhereExample D Citation_Number TEXT 30 Citation_Number 111 151 a Citation Numbe _ Company_Retention_Tin TEXT 50 Cormpany_Retention_Time 10 Years Length of Comp E De
206. on Full Text List 1Line Partial Text a Components Master Generic Tasks Key Attributes _ _ _ gt al Historical Citations Archive of Prior Yersion Regulations z Stored only for Citation versions utilized by PDC Compliance Systems for which history needed Reports of counts by Subpart or Reg section are also available as well as Regulatory Full Text and Generic Task definitions Section 6 Task Definition Development Operation Instructions Page 6 52 C7 Management of Change Identifying and Processing Regulation Changes Users that have User Maintained citations such as NSR permits and that are provided the Regulatory Management of Change password can enter that password at the Citation Full Text edit screen in the MOC Code box Note that this process is different from the Regulatory Management of Change RMOC service provided by PDC on a subscription basis MEE Citation Number 7502475c09 z EDITS based on Status Modes Reg Change Mgmt Program User Maintain Active Citation 12 Citation FullText Status amp Classifications Applicability Status TaskDefs Summary Form Status READ ONLY display of current Citation Component Tasks for this Citation MOC Code Task Definitions are entered at the IntelliRegs Citation Component T asks data entry screen a summary of the current Components T asks for this Citation is presented here READ ONLY The Reg M
207. ons Are JON J 2 Component Task Records Selected By Filter Conditions OPEN FORM Components TaskDefs Select Initial Form View Data Entry Form C Open in DataSheet View Open in FullForm View itation Conditions Comp T ask Conditions SQL Where Conditions SQL Update TaskDef Elements Reports Component T ask Level conditions specify individual Citation ComplDSeq Tasks This means that not all Component Tasks for a Citation may be selected when Comp Task Conditions filters are used tc rc a Ops Activity Note Leaving a filter condition field blank 2 indicates no filter condition for the element And E Responsible Dept Pick lt Blank gt from list to select blank values And t lt C CS Responsible Person Role And l z Frequency Compliance And v Frequency Regulatory And RegChange Management Of Change MOC Action Status Pending or OK And E ls Approved for Compliance Management Plan CMP Yes No And ff Is Checked designating Component T ask as Compliance Task And E UserDefined TaskDef StatusCode And EditStatus 2 3 4 5 6 J fe z 6 Approved for CMP 45 Info 3 Pending Approval And StatusCode t 0 5 FF gt f z User s Edit Comments Contains keyword s filter KeyWordi 1 KeyWord t2 KeyWordit3 And and and Contains word or phrase Contains word or phrase Contains word or phrase Section 6 Task Definition Development Operation Instructions Page 6 48 If necessary review the
208. ontact PDC For Assistance With Special Data Processing Requirements Section 1 Introduction amp General Instructions J Using IntelliRegs Data In PDC s System IntelliRegs Data Can Be The Foundation Base For TaskTrakker Compliance Management Ops Revisions to IntelliRegs Data and Updating TaskTrakker With Those Changes Section 1 Introduction amp General Instructions A Introduction to IntelliRegs IntelliRegs is a powerful yet easy to use software progr am that prov ides for efficient creation maintenance andr eporting of Com pliance amp Applic ability da ta and Compliance e Tas k definitions The IntelliRegs program and data files have been developed and are maintained and enhanced by Process Data Control Corporation PDC The program comm and file and data storage databases are Microsoft Access files About This Manual This User s Manual introduces the IntelliRegs program provides user operating instructions and includes exam ples of program reports The m anual is broken in to sec tions r eflecting th e operation groupings and selection sequences of the program The User s Manual is intended to provide information necessary for a user to understand and successfully use program features The User s Manual does not include instructions or explanations of regulatory citations them selves or cover environm ental law issues It is important that users refer to actual TCEQ instructions and other o fficial source do
209. opment Operation Instructions Page 6 31 B5d SOL Update Tab Use of the SQL Update tab should only be made by persons experienced in SQL code or as specifically instructed by PDC amp Advanced Citation Task Definitions Filter Update Edit Ops Enter Filter Conditions for Component T ask data entry review then select OpenForm or Update operation Filter Conditions Are jor 2 139 Component Task Records OPEN FORM Components TaskDefs Select Initial Form View Data Entry Form Open in DataSheet View Open in FullForm View Citation Conditions Comp T ask Conditions SQL Where Conditions SOL Update TaskDef Elements Reports use care in making SQL Updates to ensure that only the desired changes are made Component T asks to be changed by SQL Update Only where one or more value will change SQL SET Task ra Ta SQL SET Update Code Examples _ Run SQL Update SQL _ Run SQL Update ae List of Component T ask DBFields and Example SQL Code for SQ LUpdate Note Not all Task fields are authorized DBFieldID DataType SQLUpdate Code Example P Company_Retention_Tin TEXT 50 Company_Retention_Time 0 Years Length o E Description TEXT 255 Description Check boiler scale Compone EditComments TEXT 150 EditComments Tank Task User defi TEXT 10 Start_Date 12 31 2004 Date con TEXT 50 File_Ref As built drawings file File refer Franuoncw Compliance TEXT 30 IFranuanry Comnliancal Woolly Frann
210. or Review or Edit Delete User Sessions Log amp IntelliRegs User Session Log Review Edit Delete IRUserlD RightsLevel SessionNote w J Sample User 9 2 2004 3 00 00 PM CPP Add Equipment and OpUA data xxx Record Ki 4 1 F gt t l of 1 Filtered Section 1 Introduction amp General Instructions Page 1 14 F Connection to External Database The Connection Dialog Window Selecting And Making New Connections Following selection of the CONNECT command button on the IntelliRegs startup the Connection to Remote Database Files dialog window is opened as shown below IntelliRegs Connection to Remote Database Files IntelliRegs will connect only to properly formatted PDC MS Access MDB files Two MSAccess datafiles are utilized by the IntelliRegs program IR_ mdb lt As named by user Facility Title Y Applicability and RegT ext T askDefinitions Database WizBase mdb Knowledge Base Forms and RRT Database lt Connect automatically this operation To establish the desired database connections use Browse to select the IR_ mdb database Note that this file and the latest version WizBase mdb file must already exist and must be in the same directory Then select CONNECT After successful connection is made or to quit this operation select Cancel Return IR_ mdb IR_ Browse a NTELLIREGSSIA_ CompanyN ame _ 6_0 mdb Database Connect Notes The IntelliRegs connection process inspects to see that every d
211. or delete User Session Log data This data is read only for all other IntelliRegs users Your rights Admin Fights You can Edit and or Delete session data Optional Filter Conditions and Sort Option for Log Form and or Report s IRUserlD J Sample X RightsLevel User X From Session Date Thru Session Date Session Note contains the keyword phrase Sort Sequence Options for Repott ByUserlD SessionDateTime BySessionDateTime By RightsLevel SessionDateTime Open User Sessions Log Form Report Preview for Review or Edit Delete User Sessions Log Once the log is opened as shown below only Administrators or Managers may make edits or deletions 5 IntelliRegs User Session Log Review Edit Delete IRUserlD RightsLevel SessionNote E J Sample User 9 2 2004 3 00 00 PM PDC Add Equipment and OpUA data Record 14 4 1 F gt t l of 1 Filtered Section 8 Program Administration amp Operations Page 8 1 B Admin Ops System Key Values Following selection of the System Key Values item from the Admin Ops dropdown options the IntelliRegs System Settings and Configurations screen will be presented 5 IntelliRegs System Settings and Configurations It is recommended that the values in these fields not be edited unless explicitly directed to do so by PDC Please contact PDC for additional information on these settings System Settings and Configuration values can only be edited by a user with
212. ords are created for a dataset See TV Reports Title V DataSets then default values are set based upon the values stored in the equipment TV Unit Summary default values data cells Equipment OP SUM default values are entered at the TV Unit Summary Tab of equipment data entry An example tab group for data entry is shown below Equip ID OpStatus Significance Direct Applicability Opus Forms TY Neg Applic Direct TY Unit Summary RegApplicabilty Unit Summary Title Data For TEXAS TCEQ OP SUM Form Texas Unit Summary data appears on the OP SUM form Unit Name Description Main Storage Tank CAM TAC 1167106 Ops Code NSR 12345 Separate multiple 0 ith Title Ops Code s ii NANOT4MT Te pera GrouplD l Optional OP SUM Overrides Even if not on OpUA OpReq2 3 Default pplic Form ProcessID Force to OPSUM OP UA03 Plant ID Spec OP UA03 not OP UA3 Note These OPSUM settings are used for generation of OPSUM Dataset in the Title Reports Operations for final printouts the OPSUM dataset can be added to and edited for custom modifications Unit Name Description Automatically filled in by program equal to Equipment Name on Equip ID tab CAM Indicate if the unit is subject to CAM by selecting Y If not leave blank TAC 116 106 Ops Code Enter 30 TAC Chapter 116 106 preconstruction authorization under which the unit is operating Examples GF N
213. orm value changes cause the flow string to be updated and re displayed Example flow strings 1 gt CO02 gt 3 gt 5N gt C03 End lt lt Darkblue Complete Decision IDs 1 and 3 es Decision 5 No comply blocks C02 amp C03 applicable End Logic is complete 1 gt CO2 gt 3Y gt 5 ConstDate Incomplete lt lt Red inconclusive Logic incomplete stopping at RAT decision 5 where the invalid or blank value of the ConstDate value stopped processing The Decision IDs i e 1 2 are defined in the list which appears below the flow string display box Scroll up down to see all RAT Decision IDs Asterics after decision number indicates TRUE FALSE constant i e 3 N gt indicates FALSE No for decison 3 RRT decisions from the flow diagram are numbered 1 2 3 and the compliance blocks from the flow diagram are numbered C01 C02 etc Lets review the flow string shown in the HELP window 1 Y gt C02 gt 3 Y gt 5N gt C03 End This flow string tells us that the form data entered causes the RRT logic flow as follows Decision 1 is Yes which caused compliance block C02 to be applicable Flow continues to Decision 3 Decision 3 is Yes Flow continues to Decision 5 Decision 5 is No which causes compliance block C03 to be applicable When Decision 5 is No no further form data is required SEND IntelliReg s knowledge base stores the flow rules and the citations for each RRT diagram Based upon the entered form data the pr
214. ormational components uncheck the Is this a Compliance Action Item checkbox Reports are available for Citation Full Text Keywords Component Tasks Master vs Current IT Datafile Comparison Change Analysis and for SmartParse settings See Task Definition Report Examples in Section 5 of this User s Manual Citation text which is in the Citation Provision FullText data table can be entered in several ways 1 Import from the Master IT Citations data tables See Import Master Data 2 Import from another IT_ Datafile See Import Export 3 Copy and paste text while running another application such as Word Adobe PDF Reader or textfile reader such as WordPad or NotePad 4 Copy and paste text from a Federal or State website 5 Direct data entry reading and typing from printed documents This is common for Permits Section 6 Task Definition Development Operation Instructions Page 6 1 Management of Change Features Management of Change is an important benefit of using the IntelliRegs Task Definition process It enables prompt efficient revisions to compliance tasks in response to changes in regulations See the Import Master Data and Management of Change section of this User s Manual for specific instructions on use of master citations data to identify changes if any and importing the changed rule text Federal and state regulations along with permits and other rule establishing documents are subject to change
215. osted Applicability Requirements Reports amp Applicable Requirements Listing with Regulatory Text 1 Line w amp Applicable Requirements Listing with Complete IR Regulation Text m I Only for Monitor Options amp Applicable Requirements Listing with Applicability Justification Note j Applicability Requirements by Citation FacArea OpDUPID EquipID Order Applicable Citations with RegText 1 Line 22 2 22 222 222 2 22 Applicable Citations with RegT ext first 2000 characters 10 280 Equipment Citation RequirementT ype data rows in the Posted_Applicable_Requirements table 5 945 Selected Posted Applicable Requirements data rows for reports operations based on entered Filter Conditions at this screen Reports can be sent directly to the printer without screen preview by unchecking the Report Preview checkbox in the upper right of the Applicability Reports tab Section 4 Unified Operations Operation Instructions Page 4 13 B7 Posted Applicable Requirements Applicability Export Exchange An export exchange file can be created from which your Compliance Management System can update applicability The file is an ASCII Text file An example of the screen from which the applicability file is specified and created is shown below Applicability Updates DA G gt gs SubRegs OA Applicable Regs AMOC Operations Applicability Reports
216. p and Databases Connection 2 Permit amp Applicability Operations 3 Unified Operations 4 Task Definition Operations 5 Task Definition Operations Within each of these operational sections functions are available to perform the required data entry utility processing and reports 1 Program Startup and Databases Connection Confirm proper program version runtime and security configurations Confirm external database connections or require connect before proceeding Provide for connection to external databases If startup OK offer Startup Window to begin program operations 2 Permit amp Applicability Operations Identify your facility and equipment and classify all equipment regarding Title V reporting requirements and equipment type For each Title V reportable equipment item enter OP UA form data and or enter directly applicable negative applicability citations IntelliRegs will automatically process RRT determined applicable citations per OP UA entered attribute values Analyze RRT determined applicability and revise modify for your facility equipment specific specifications Create Title V submittal data final edit if required and submittal in electronic files Export applicable data to TaskTrakker for Compliance Management Plan Following initial permit submittal revise data as required for Process Rule or TCEQ document changes analyze document the changes and submit Title V amend
217. pdated and distributed by PDC whenever required to reflect TCEQ OpUA and RRT revision update and to reflect citation renumbering and invalid retired citation number changes See Menu Bar Help About IntelliRegs for version date of the connected WizBase mdb Knowledge Base file and see PDC s website to get the latest version of the Wizbase mdb Section 2 Permit amp Applicability Operation Instructions Page 2 69 K4 Direct Applicability Direct Applicability reports are run from the Direct Applicability tab These may be filtered such as TV NSR PBR SE and TV Terms and Conditions Reports may be ordered in one of four ways SS ee Section 2 Permit amp Applicability Operation Instructions Page 2 70 IntelliRegs User s Manual Section 3 Permits amp Applicability Report Examples amp Attachments 3 1 Permits amp Applicability Reports Single page examples of reports available in IntelliRegs Section 3 Permit amp Applicability Report Examples amp Attachments IntelliRegs User s Manual Section 3 1 Permits amp Applicability Report Examples amp Attachments Section Title And Contents SectionID Al Equipment Detail All Data Repott eee Al A2 Equipment Significance Listing Report A2 A3 Equipment List Summary Data Repott A3 A4 Equipment OP REQ 2 Data Repott eee A4 A5 Equipment Facility Area Status Summary Report A
218. pe key clears a Lockup situation Occasionally you will want to abandon entry of a cell or of a record This may seem extremely difficult to do unless you do multiple presses of the lt Escape gt key on your keyboard Escape flushes entries and should enable you to clear cells and records if you have any difficulties doing so Deleting Records Deletions should be made with care since deleted records cannot be restored following the delete action Delete a record or several records in datasheet view by selecting the record selector column button which changes from gray to black when selected In datasheet view the entire row s will be selected black when selected Press the lt DELETE gt key on your keyboard to perform the deletion In most cases you will be asked to confirm OKAY your delete request Saving And Restoring Your Facility Data You should save your facility databases occasionally to create archives from which your facility data could be restored if required It is rare to need to restore your data from archives but a power failure corrupted database or accidental data deletions could make such archives very important The frequency of creating archives is up to you Section 1 Introduction amp General Instructions Page 1 17 It is recommended that you create archive backups of the IR_ mdb facility database file You might wish to name the files and include the saved file date such as IR lt Company Name gt _yyy
219. plicable Regs AMOC Operations Applicability Reports Applicability Export Exchange l AMOC Applicability Management of Change Applicability History Records Start EndD ates Current and Prior Q ByUnitiD Preview current PAR Applicability ys AMOC Applicability History Identifies NEW and ToEND applicables Citation Version Renumber Change Issues Preview AMOC Update Refresh Updates the AMOC PAR Applicability Start End data from Posted Applicable Requirements AMOC UNIT Citation RegT ype Applicability Start End History Reports and DataLists Optional Applicability Change Date Conditions Condition gt 7 gt Select an Applicability Change date or StartD ate or EndDate Condition Condition2 k mjg enter any yyy mmdd valid date Active Current Applicability Only EndDate blank still in force Report or DataSet Sort Order Option amp ALL Active and or InActive EndDate blank or with EndDate Value Facdrea TVUnitlD Citation amp 4 0 InActive Applicability Only Applicability EndDate not blank Citation ReqType TVUnitID 18 128 Equipment Citation RequirementT ype data rows in the Posted_Applicable_Requirements table 18 128 Selected Posted Applicable Requirements data rows for reports operations based on entered Filter Conditions at this screen Section 4 Unified Operations Operation Instructions Page 4 10 The Info AMOC Applicability Management of Change com
220. pment Citation RequirementT ype data rows in the Posted_Applicable_Requirements table 5 945 Selected Posted Applicable Requirements data rows for reports operations based on entered Filter Conditions at this screen In this example all of the Posted Application Requirements are analyzed No filter conditions Counts of the findings are displayed showing 724 unique Citation Numbers have been identified as applicable there are 0 numbers that do not satisfy numbering specifications and 12 of the unique applicable Citations do not yet have IntelliRegs Citation FullText data Note that the counts initially appear as question marks and can be displayed by double clicking a particular question mark or by clicking the Refresh QA Applic Regs Counts button If a count is greater than zero 0 then you can preview and optionally print a report of the data by selecting the appropriate report button When Citation Regulation Text FullText and Base Generic Task Definitions By Citation Requirement Type i e 63 112 a MN Monitoring is in IntelliRegs for all Posted Applicable Requirements then the QAReport counts will be 0 A list of needed Citation FullText and or Task Definitions can be previewed and optionally printed by selecting the appropriate report button Section 4 Unified Operations Operation Instructions Page 4 9 B5 Posted Applicable Requirements AMOC Applicability Management of Change Applicability Management of Change AMOC i
221. pplicability Operation Instructions Page 2 13 D3 Significance Equip ID OpStatus Significance Direct Applicability OpU A Forms TY Neg Applic Direct TY Unit Summary ReaApplicabilty Document if Equipment Entity is to be evaluated for regulatory compliance Or explain why not to be evaluated Is Significant Regulated Entity To Be Evaluated Contains Uses Chemicals Regulated 40CFR Part 68 False unchecked if entity from maintenance or all site inventory has no potential regulations Subject to TEXAS OP REQ1 O Example Components of regulated items or non regulated items not to be further evaluated Is To Be Title Permit Reported Regulated Set this checked TRUE if this TYUnitID is to be identified explicitly as a regulated UnitID in Title Permit Significant Note Optional user for documentation justification Why significant or insignificant Applicability Note Optional Summarize regulation parts subparts applicable Title or other Permit s and why UA03 60Kb Equipment Unit UserNote Optional Any user equipment telated info up to 255 characters The Facility Equipment data in IntelliR egs may optionally contain a large inventory of equipment processes entities as from a facility maintenance database If so it is important to screen out equipment significant for regulatory review and compliance by designating Significant and Is Title Y Significance Tab Evaluate Significanc
222. r Posted Applicable Requirements have been created or refreshed then a number of Quality Analysis reviews and management reports can be run Quality Analysis reviews identify missing incorrect or suspicious data suggesting correction or review and confirmation of the identified data One of the valuable Quality Analysis reports identifies if any Citation RegText and or Task Definitions are required in IntelliRegs for applicable citations 4 Provide for the export of Applicable Requirements into an exchange file that can be imported processed by Compliance Management Systems The Compliance Management System applicability export exchange file is created containing all Title V and Direct Applicable requirements and can be selected to exchange all data in the Posted Applicable Requirements table or optionally for a specified Area Department and or TVUnitID condition The exchange can also be selected to export only for equipment where applicability has changed since the last export exchange The Posted Applicable Requirements screen is selected from the IntelliRegs menu bar Unified Ops gt gt Posted Applicable Requirements and provides for creation refresh quality review reports and exports of the Posted Applicable Requirements Several tabs provide for different operations data views and are reviewed in this section of the User s Guide IntelliRegs 7b2 42 2006 05 18 Fileops Qe Exit Es E eA DS Format TEXAS Permit Re
223. r the conditions that would cause the task to be done in the When Required Frequency Condition text box This field is also a custom on the fly building of a dropdown Regulatory Frequency When required by conditions N lt As in regulation prior Report Frequency Compliance Plan Frequency When required by conditions X lt For compliance tasks prior Frequency When Required Frequency Condition If pressure gt 5 psig E Section 6 Task Definition Development Operation Instructions Page 6 22 B4c Method Limits Attributes Enter Task attributes of the Method Limits group by selecting the Method Limits tab to open the data entry window as shown below Description amp Frequency Methods amp Limits Responsible amp Repository Other Task Attributes User Status Info KeyWords MOC As Specified in the Regulation Planned Method Observation Planned Materials Flare Operation Log Retention Time 5 Years X Company Retention 5 Years x Operation or Compliance Limits Operator lt gt lt gt Limit Numeric 0123456789 pasts eae Limit I Optional decimal point Unit Measure is Editable Limit 2 z Basis for This Component TaskDefinition Editable Note should be a substring existing within the latest Citation FullT ext fii by a daily notation in the flare operation log that the flare was observed including the time of day and whether or not the flare was smoking Record
224. ral Instructions Page 1 5 version for your PC Licensed users will be notified on the availability and features of each upgrade and provided instructions for download or file use from the CD WizBase mdb This database file is referred to as the IntelliRegs Knowledge Base file It is always connected to the IntelliRegs program during use It contains all old and current TCEQ OP UA forms information including column layout valid values and printpage specifications RRT Flow data and a ancestry map of old to new forms and RRTs PDC will issue updates of the WizBase mdb Knowledge Base as required The updated WizBase mdb will be available for download from PDC s website It is often provided for download within a zip file to reduce the file transmission size Upgrade files may be provided on CD to licensed users or may be downloaded from PDC s website Licensed users will be notified on the availability and features of each upgrade and provided instructions for download or file use from the CD WizBase mdb is an encrypted read only file not available for use directly by users Users should not attempt to access or modify this file directly in any way IR_ mdb Facility Applicability database file The IR_ mdb file must be custom named for facility specific use always beginning in name with IR_ IntelliRegs installs two IR_ files IR_Demol mdb and IR_Empty mdb IR _Demol mdb contains some demo data IR Empty mdb should be copied an
225. rations and accepting the new OP UA version data and wishing to delete Old OP UA data rows Section 2 Permit amp Applicability Operation Instructions Page 2 62 J TV OpUA Profiles Create Edit OpUA Profiles Use of OpUA Master and member profile functions enables identical equipment to be managed more efficiently by performing data entry for the Master data and replicating it to all members Each member of the profile should be identical in OpUA attribute values OpSum values and OpReq 2 and or OpReq3 citation applicability If for any reason a member is no longer identical to other members it must be reassigned to another correct UA Profile group or a new Profile group created to represent that profile OpUA Profile identification and use is optional in IntelliRegs A user may choose to perform all maintenance on equipment individually A complementary capability in IntelliRegs can be utilized to deal with Masters only by assigning M for the submittal ID for OpUA forms of masters Datasets can then be created and reports printed only for these M OpUA data This enables reviews to focus on Masters only After identifying equipment with like UA attribute strings enter the OpUA data on the appropriate UA form for the Master piece of equipment entering an M in submittal ID Make adjustments to the generated citations with Special Regs to equal the TV submittal Note the FD on the UA form After selecting TV OP
226. roduction to Task Definition Development eee 6 1 B Task Definition Main SCr eD sisccccsciscccecaiceseccsenasceticcsreedsenaiectecnes 6 4 B1 Review Edit Citation Provision Text cccesceeseeeseeeeees 6 5 B2 Review Edit SmartParse Keywords c ccccscceesteeeeseeees 6 12 B3 Review Edit Run SmartParse Processing ceeeeee 6 14 B4 Review Edit Components Tasks c ecccceseeeesteeeteeees 6 16 B4a Review Edit Components TaskS cccceeseeesteeeees 6 16 B4b Task Description Attributes ccceeeeseeseeetteeees 6 21 B4c Method Limits Attributes ccc cecseceseesteeeeeeeeees 6 23 B4d Responsible Repository Attributes cece 6 24 be Other Task Attributes s s icceerecnuavevnecaniesdncnnendeseriens 6 25 B4f User Status Info casinos Snanensenrastasaonmnedcabeanens Gonssetvwideayide 6 26 B4g Key Word Serssisiisiisten renine intesa 6 27 B5 Advanced Task Definition Operations ccceeeeeneee 6 28 B5a Citation Conditions Tab iciasecccdcssccacecsisatetentrertceatictce 6 29 B5b Comp Task Conditions Tab eee eeesceesteeesteeeees 6 30 B5c SQL Where Conditions Tab 6 31 Bod SOL Update Tap jicvssivecsocatsontwvniveskeceiaestecnavnanestonteens 6 32 B5e Task Def Elements Tab 0 cccccscoceescssecssssecsateceseenes 6 33 B5f Advanced Citation Task Definitions Reports 6 34 B6 Export Tasks Data To CMP cccsccsssssssssssesscssseesecceees 6 35 B7 Import Master Da
227. rogram PDC recommends computer resolution be set to 1024 X 768 Note Installation of IntelliRegs checks to see if Microsoft Access is already on the workstation If found then the existing MSAccess exe is recognized and will be used to run the runtime environment for IntelliRegs If MS Access is not already installed on the workstation then a runtime version fully licensed for runtime use with PDC s program will be installed Note that no changes will be made to the existing MS Access files that will affect any current prior setups or program features Installation Instructions for First Installed Workstation 1 Be sure workstation meets System Requirements for IntelliRegs 2 Load PDC s Compass CD from the automenu select Install IntelliRegs Section 1 Introduction amp General Instructions Page 1 7 3 Follow installation instructions a Do install into c IntelliRegs directory You can move later if required b Select Typical installation c Allow installation to proceed A message box confirms success 4 Restart workstation to insure registrations have been made 5 Startup demo program using Windows Start Programs Compass IntelliRegs selection If it does not startup properly see Configuring IntelliRegs Startup Shortcut of this User s Manual 6 Checkout IntelliRegs using the default connected demo databases See Startup Section of this User s Manual If okay proceed
228. rrect and for the intended equipment OP UA row before leaving the screen saving the data for that equipment item Review of created OP REQ2 and OP REQ3 datasets and review of management reports B5 will enable you to confirm that your Special Regs debits and credits have been made properly Section 2 Permit amp Applicability Operation Instructions Page 2 61 I TV UA KeyData Fast Data Entry of Key Data After choosing the OpUA KeyData Fast option from the IntelliRegs Menu Bar TEXAS Permit RegOps the OpUA Fast Edits of Key Values screen is opened as shown below 5 OpUA FormData Fast Edits of Key alues l loj x For OpUA DataRows Per Row Identifiers Review Edit KeyData For fast edits of Texas Unit Attribues OpUA Form Data OpScenario Submittal ID SOP _and UserNote Editable OPUA form data rows cannot be added at this form but obsolete data rows can be deleted and key data elements edited Care should be taken with deletions as the action is irreversible UA FormTable TY UnitiD QPUA Form data for Facility4rea In UAForm T VUnitID Sequence FormTable TV UnitID FDNo OpScenario SubmitID SOPIndex OpUA Line Note TX UAS TBL3 7 95 14 1040 ALL SCENARIOS 60Kb 2 UA Profile 03 3 01 TX UA3 TBL3 8 95 14 1041 ALL SCENARIOS 60Kb 2 UA Profile 03 3 01 TX UA3 TBL3 95 800 985 ALL SCENARIOS M 60Kb 2 UA Profile 03 3 01 TX UA3 TBL3 Tank001 1497 BENZENAL 60Kb 1 Benzenal TX UA3 TBL3 Tank001 1498 AC
229. rse processing is run If you want to set DoSmartParse at the Citation level back to checked to delete and create new components this can be done in the upper section of the screen or at the Review Edit Run SmartParse screen EditStatus Last Edit and Last Export Each task is automatically assigned an edit status by the program of 1 2 3 4 5 or 6 A status 1 would be for a citation that has been smart parsed only Section 6 Task Definition Development Operation Instructions Page 6 18 There is no citation requirement type component defined A status 2 has some information entered but still requires editing and work to be a completed task A status 3 has all required attributes for export to TaskTrakker but has not had final approval A status 4 or 5 means that the text is information only This is assigned only after the user has looked at the text and determined that there is no task and indicates this by entering Info into the task description deleting the Req Type and unchecking the Js Task checkbox This will not be exported to TaskTrakker but remains in the database for reference A status 6 has had final company approval and is ready for export to TaskTrakker The Last Edit is the date on which any work was done on that citation The Last Export is the last date the task was exported for use in TaskTrakker Use Copy And Paste to Enter Attribute Data Quickly You will probably want to copy and paste data from the
230. rts Component T ask Level conditions specify individual Citation ComplDSeq Tasks This means that not all Component T asks for a Citation may be selected when Comp Task Conditions filters are used l p Ops Activity Note Leaving a filter condition field blank 8 indicates no filter condition for the element And Responsible Dept Pick lt Blank gt from list to select blank values And z Responsible Person Role And Frequency Compliance And v Frequency Regulatory And z RegChange Management Of Change MOC Action Status Pending or OK And l x ls Approved for Compliance Management Plan CMP Yes No And cal Is Checked designating Component T ask as Compliance Task And UserDefined TaskDef StatusCode And EditStatus 2 3 4 5 6 z 6 Approved for CMP 45 Info 3 Pending Approval And StatusCode t 0 5 z z User s Edit Comments Contains keyword s filter KeyWordit1 KeyWord 2 KeyWord 3 And and and Contains word or phrase Contains word or phrase Contains word or phrase It is suggested that you learn the power and flexibility of these selection screens by entering a variety of conditions and assessing the resulting selected Component Tasks Dropdowns for Comp Task Conditions list current values for the respective attribute in your database No selection other than the offered values should be entered as the result would be no Component Tasks satisfy the condition Secti
231. rts could will be stored in separate compliance data repositories Otherwise make one task for all efforts required See also Task Groups below 5 Do not repeat Attribute data in more than one Attribute category e g do not enter Quarterly Report under the Task Description or Method Attribute enter Quarterly under Frequency only Otherwise there will be maintenance requirements to prevent data reconciliation problems B Sentence Construction Guidelines for Task Attributes 1 To achieve a 1 1 match between text components and compliance tasks you can modify the text of a source document by adding signs and changing periods to semi colons where necessary to force making or removing component Note all editing of source document text must be completed before final smart parse is run and tasks are defined REASON Some users find that close text component to task correspondence makes the translation of regulation text by paragraph to compliance tasks more intuitive 2 Standardize key phrases wherever possible such as in accordance with control device except for Group I Source or II or II at all times subject to REASON Ease of understanding task assignments and possible future use of a search routine to find instances where specific phrases appear in task lists PDC Corp Suggested Guidelines for IntelliRegs Compliance Task Data Entry
232. run by selecting the RUN UPDATES button If updates are needed then they will be performed if no updates are required then a No Updates Required message will confirm that all Citation Full Text is the latest version The operations of the RMOC Update are presented in summary at the RMOC Update tab screen as shown above Each RMOC Update session is logged and the log data available for review and reporting from the RMOC Session Log tab Section 6 Task Definition Development Operation Instructions Page 6 38 The RMOC Import AddNew tab allows you to add citations and tasks from PDC s Master RMOC Library Database RMOC Version Updates RMOC Import AddNew RMOC Session Log Reports RMOC Master DB Repatts ort Add New Regulation FullText and Optionnally Also Import Generic Task Definitions from Im the PDC R emilanons Management of Change RMOC Master Database into your Facility IntelliRegs Database PDC recommends that the RMOC Version Updates be run for a new version Master before running any AddNew Import Scope of Citations for Import AddNew Optional Additional Citation Condition s Only for Citations applicable in Posted Applicable Peatoners Blank NoFilter Condition C Any Citation no Posted Applicable Requirements condition Citation or Begins With Condition Operation Options for your IT Master Import Adds JV Add Citation FullText from RMOC IT Master if not already existing RegSe
233. ry Screen Dataset Dataset Note OPREQ 2 Info Accountt t PDC4697 DataSet Field NoEdither OP REQ2 Header Data Permit __ DataSetField NoEdit he Area Name DataSet Field NoE dit here UnitID 41_F300D z IREquipReflD 555 Unit Identification Add Delete ____ RevisionNo _ _ Unit OPREQ2 Row Data Applicable Form OP REQ2 FDNo E Vea ei RegName NSPS K PreReg Block lt Note In form amp EFile Citation PreReg NegCitation NegCitation 60 1 10 c 2 NegReason a before June 11 1973 Date Created 3 1 2008 Last Edit Date 37172006 _Close Form Record 14 4 12 gt t ea of 19 Filtered Creation of an OP REQ2 dataset generates records for Equipment Negative Applicability OP REQ data for the user designated dataset filter conditions i e FacArea xxx etc Following the creation of the OP REQ2 dataset records you can review and edit that data at the OP REQ2 Edit screen Use caution in making OP REQ2 Archive dataset edits adds or deletes For Archive datasets of current Title V data it is suggested that the actual IntelliRegs data be edited and the OPREQ2 Archive dataset refreshed rather than making changes directly into the OPREQ 2 dataset After making edits and additions to the OP REQ2 dataset on the the TV ARCHIVE Review Report Efiles tab print the OP REQ2 form and create the EFile submittal file Section 2 Permit amp Applicability Operation Instructions Page
234. s edits or deletes of data since the last Approval Posting for that equipment During use of IntelliRegs the FacilityE quipment lsPost4pplicRegDue value is set to TRUE to identify that Equipment Entity for Smart Reg Applicability Update processing when any of the following four data operations are performed 1 OpUA form data Add Edit or Delete of UA data 3 Neg4pplic Direct Add Edit or Delete of Neg4pplic direct citations 2 UA Special Regs Add Edit or Delete of Special Regs 4 Direct Applicability Add Edit or Delete of Direct Applicability IsPostApplicRegDue can also be set TRUE or FALSE by the user at the Equipment Inventory amp UA data entry screen Not recommended by PDC Smart Reg Applicability Update will set FacilityE quipment sPost4pplicRegDue to FALSE after performing the updates If not to use Smart Reg Applicability Update then you can identify specific equipment for Posted Applicable Requirements updates Use this if MSAccess backdoor revisions of applicability made or for other reasons IntelliRegs settings of lsPost4pplicRegDue may not be accurate If you do not elect to use the Smart Reg Applicability Update option then reg applicability is updated for all equipment identified by your filter conditions Contact user support at Process Data Control Corp PDC We welcome your questions The Info Posted Applicable Requirements help window is available for review during use of the IntelliRegs program Section 4 Unifie
235. s Management of Change RMOC Master Database into your Facility IntelliRegs Database PDC recommends that the RMOC Version Updates be run for a new version Master before running any AddNew Import Scope of Citations for Import AddNew Optional Additional Citation Condition s Only for Citations applicable in Posted Applicable peneme Blank NoFilter Condition C Any Citation no Posted Applicable Requirements condition Citationtt or Begins With Condition Operation Options for your IT Master Import Adds z IV Add Citation FullText from RMOC IT Master if not already existing RegSection Condition IV Add Generic Task Definitions from RMOC for any FullT ext add Citation Part Subpart Condition 5 ified as daa ol Add You will be asked to confirm the RUN IMPORT ADD of pecified Citations for Import NewAdds counts at a MessageScreen iSpecified Citations from from RMOC Master Database NO ACTUAL ADDS PERFORMED before your Import Adds are committed RMOC Master Database Section 6 Task Definition Development Operation Instructions Page 6 51 The RMOC Session Log Reports tab allows users to review RMOC updates to their database and can alternately be filtered to show only by specific date time or for specific citation numbers RMOC Version Updates RMOC ImportfAddNew RMOC Session Log Reports RMOC Master DB Reports Reports on Regulation Management of Change RMOC activity for this IntelliRe
236. s at the RegApplicability tab The benefit of the report of form is that no other Facility Equipment is included so focus can be devoted to that individual equipment Regulatory applicability is based on 1 Applicable requirements linked to OpUA forms See FormsD ata tab on this screen 2 Assignment of regulations at Direct Applicability operations 3 Assignment of regulations at TY Neg Applic Direct 4 Posting of latest current applicability to the Posted_Applicable_Requirements table Run reports of Posted_Applicable_Requirements for multiple Facility Equipment entities at the Posted_Applicable_Requirements screen Current applicability in Posted Applicable Requirements for this Facility Equipment Entity EquipReflD 555 Current Posted Applicable Requirements count for this Facility Equipment Entity 0 Preview report listing of Posted Applicable Requirements for this Facility Equipment Entity Form list Read Only of Posted Applicable Requirements Facility Equipment Entity Last Posted Applicable Requirements changes for this Facility Equipment Entity IntelliRegs maintained Datetime is updated only if Posted Applicable Regs change not on review refresh confirm Equip4pplicChgD ateTime when 0 Applicable Regs will remain until if Posted Applicable Regs are defined gt 0 or set when if ApplicRegs deleted 0 Manually set IntelliRegs Smart ApplicableRegs Posting status Edit only if advised by PDC Special situations IV Set for Update Posted
237. s documented by IntelliRegs with data in the PAR_ApplicStartDate table This table contains accumulative historical data including the StartDate EndDate of Unit Citation RequirementType applicability Applicability Management of Change AMOC data is important to 1 Identify the StartDate of Unit Citation RequirementType applicability 2 Document the EndDate of applicability 3 Document applicability based on nine 9 elements recognizing New Unit Citation RequirementType base applicabilility Renamed UnitID but same Citationt RequirementType Unit change of OpStatus OpScenario and or OpDUPID Department Citation version revision or renumbering AMOC data is added confirmed current unchanged or applicability ended edited by running the AMOC Update Refresh operation Immediately after the running the AMOC Update Refresh the active current applicability in the PAR _ApplicStart data will be equal the Posted Applicable Requirements current status The AMOC Update Refresh may be run whenever it is desired to record the latest Posted Applicable Requirements status into the PAR_ApplicStartDate AMOC table Note that an advance preview of pending new and ending applicability may be reviewed before actually performing the update Applicability Management of Change AMOC processing and reports are run at the AMOC Operations tab in the Posted Applicable Requirements screen Applicability Updates OA G gt gs SubR egs DA Ap
238. screen Section 2 Permit amp Applicability Operation Instructions Page 2 19 The Datasheet View of Form Data Entry amp FormTable Data me TX UA3 TBL3 PTCD BF3 200000 40K EE 5 Record K 4 1 gt gt gt of 1 Filtered The Datasheet View as shown above may be used to enter or review Form Data Values This format may be preferred by some because the data flows in rows similar to the appearance of the OP UA form All selection validations and dropdown lists function in the Datasheet View identically as they function in the Form View form data entry screen You can switch between Datasheet and Form View to use the screen most appropriate for your operations HELP Button at the FormTable Data Entry Screen Click the HELP button on the FormTable Data Entry screen for information explaining special features indicators and command buttons UA Get Form Screen Legend Form Feature Definition Meaning Red Astetics Value is reported to the TNRCC printed on UA Form page s Red Question Picklist Not a TNACC valid value Other Invalid Formaty alue Yellow Data Get Value is not reported to TNACC Used by Regulatory Wizard program to determine Yes or No to RAT Decisions Info button Displays additional information instructions on the form data item RRT Flow 2 IDs Displays RAT decisions Yes No and logic path as determined by the button form data values entered Updated on any chang
239. scription TEXT 255 Instr Description emissions 0 Component Tas _ EditComments TEXT 150 Instr EditComments Tank Task 0 User defined co _ EditStatus INTEGER EditStatus gt 2 Program assign TEXT 10 Start_Date 12 31 2004 Date complianc Fila Daf TEXTAN Fila Pafl e huilt drawinnac fila Fila rafaranra _ 4 gt Record 14 4 f 1 gt gt t gt of 53 To assist in the development of your SQL Where value a list of IntelliRegs Component Task field ids and example SQL Where code is provided in a subform Cut and paste from the SQL WhereExample code into the SQL Where work cell and revise that code as required for your selection needs In addition refer to the SQL Where Code Examples which you can also cut and paste from and then edit the code as needed Please note that SQL Where conditions are very sensitive to correct spelling of DBFieldID balanced parentheses enclosure of strings with single quotes and other SQL conventions The IntelliRegs program will perform a review of your SQL code and identify major errors that must be corrected before the SQL Where code can be successfully applied Follow the examples closely and your SQL Where code should select the desired records Contact PDC for additional assistance and instructions on use of the SQL Where You may select the SQL Where HELP button during use of IntelliRegs for during program online information and instructions Section 6 Task Definition Devel
240. se status Reg Master database connection status applicability for citation export to Compliance System status and current session Management of Change status E citation Full Tent Data Entry Form T Citation Number pn 111 al 4 Ati x EDITS based on Status Modes Reg Change Mgmt Program PDC RegMOC Active Citation 7 Citation FullT ext Status amp Classifications Applicability Status TaskDefs Summary Form Status General Field Status Legend pi e Required Editable White Optional Editable __ Yellow Locked NoE di Security Rights Level Add edit delete eligibilities are set based on the Rights Group Current Session User Rights Group Regulatory Hanagemen of ewe PDC RMOC Subscription Status Enhanced operations for AMOC Subscribers RMOC enhanced ops are in effect KES lt Connected using the Master RegT ext Tasks Updates screen PDC RegMOC Regs are managed Operations at the Citation FullText screen are enhanced for AMOC subscribers 1 No edits required directly for supported Fed State Regulations Prog PDC RegMOC Auto updates from RMOC Master ops 2 On add new covered Fed State Citation then AMOC will automatically insert latest RegT ext Version data from the AMOC Master Optionally Generic Task Definitions from RMOC Master may also be inserted for a New Citation add Citation Regulation IntelliRegs CMP Implementation For Citation 111 111 a 4 A ii Is Applicable in Posted Applicable Requirements
241. sible department etc Section 6 Task Definition Development Operation Instructions Page 6 44 C3 Merge Split Select TaskDefs Merge Split from the IntelliRegs Menu Bar to use the Import Merge or Export Split Out Operations form Import Export is used to transfer data to or from IT_ mdb IntelliRegs Task Definition datafiles One of the mdb datafiles in the transfer must be the current IntelliRegs connected IT_ mdb referred to as the current IT Datafile The other IT_ mdb datafile the Secondary IntelliTask Datafile is identified using the Browse file locate button Transfer Options are set then Run Transfer IntelliT ask Import Merge or Export Split Out Operations Current Active Tasks IT _ Mdb C PDC MS_APPS IT_Demol mdb IT_ MDB Number 2 CAPOC M S_Apps IT_Demo2 mdb Transfer Options Run Transfer Import Source IT MDB 2 Target Current IT Datafile Export Source Current IT Datafile Target IT MDB 2 __Close Form Target File Pre Transfer Deletions Scope Filter of Source Records for Transfer No deletions Will add only new no existing data All Source Datafile Records lt No Filter gt Delete per Source Scope Filter selected For Citation Beginning Delete ALL Citations and Tasks data Source File Leave Delete Options Leave source transferred records after transfer Delete source transferred records after transfer CFR 60 D Da Db PECI SPCC TAC 115 Records To
242. site Printed Copies Of The User s Manual Are Available From PDC Printed copies of this User s Manual or just the attachments and example reports may be ordered from PDC Printed copies are useful as reference and markup of user comments and amplifications and useful during training It is recommended that at least one printed copy of the manual be available while using the program IntelliRegs User s Manual Section 1 IntelliRegs Introduction amp General Instructions Paragraph and Title Page A Introduction to Intel Regs sccechscccsciveatecccsaassvadecatsecedentveaenaleczevane 1 1 B General Features Review and Program Files c ceeeeeees 1 2 C System Requirements Installation and Upgrades 1 7 IDs UAT MUI wc iia tiesartaerocpy saan E E EEEE 1 10 ECU IY eea A E E ina E neat ane awd 1 14 F Connection to External Databases ee ceeeeeeeeseeeseeeneeeneees 1 15 G General Data Entry Program Use Notes ccccccscecsseeeereeees 1 16 H Facility Databases wascazssacedatcccelontcviccantactasaseneatocatlee ant dectcentt cit 1 19 I Special Data Processing Operations cccceeseesseeeeteeeeteeees 1 19 J Using IntelliRegs Data in PDCS ek i 1 eee ee een ne oe eee een 1 19 Section 1 Introduction amp General Instructions A I Introduction to IntelliRegs About This Manual Why Use The IntelliRegs Program Getting More Information And Technical Support
243. stallation Instructions then do steps 9 10 and 11 Special or Custom Installation Instructions Some installations may require special or custom installation instructions IntelliRegs Startup Shortcut Will Not Properly Run IntelliRegs There are several reasons the shortcut may not run properly as first installed Check each reason and make corrections as required then run the corrected startup 1 Incorrect path filename IntelliRegs in the Target script 2 User s MSAcces is not running properly so IntelliRegs won t either Section 1 Introduction amp General Instructions Page 1 8 Naming Your Facility Databases The facility database IR_ mdb for Permit amp Applicability and Task Definition must be created and named appropriately for use as your facility database files Getting And Implementing IntelliRegs Program Updates Program Updates to IntelliRegs are made in two ways 1 IntelliRegs Program Upgrade Version changes 2 Upgraded Knowledge Base WizBase mdb changes a IntelliRegs Program Upgrade Version changes are made to enhance IntelliRegs program features and functions The change is implemented by downloading the IntelliRegs mde upgrade file from PDC s website and replacing existing IntelliRegs mde with the upgrade file The IntelliRegs startup screen identifies the version number and revision date to confirm that the latest version is in use b Update Revision of the Knowledge Base WizBase mdb is made
244. stomize the Regulation Name created refreshed into OpREQ2 or OpREQ3 data RegName OverRides Filter for DataSet Create or Refresh TV ARCHIVE Dataset Equipment Scope Filter No Equipment Filter FacArea T UnitID C Facility Area C Facility OpUA Submittal ID Filter Submittal ID x NamelD of Archive DataSet v T ARCHIVE DataSet ID Select an existing DataSet or enter the name of an new to be created DataSetID Max 30 Wide Open the Create Refesh E dit Delete Lock DataSets form for this DataSet Inin For create or refresh processing using the specified filter conditions and RegName data Create Refresh Edit Delete TVARCHIVE DataSet DataSet operations differ from those of the Equipment and Attributes tab as a sequence is required 1 Create a Dataset from TV data Select the CREATE button 2 Review Edit the Dataset Source Data Select Refresh Edit Delete button 3 Print Forms based on the Dataset data Check Forms PrintOut checkboxes then RUN 4 Create the EFile for TCEQ Submittal Check the Create EFile checkboxes designate filename then RUN Optionally also print the EFile contents simultaneous to creation 5 Copy Dataset Select Copy DataSet button 6 Compare DataSets Select Compare DataSets button RegName OverRides OpReq2 and OpReq3 Regulatory Names f or created TV DataSets are determined from a program lookup for the citation number from Feder
245. t cell double click at the current value 10 280 Equipment Citation RequirementT ype data rows in the Posted_Applicable_Requirements table 5 945 Selected Posted Applicable Requirements data rows for reports operations based on entered Filter Conditions at this screen The example screen shows counts for QA on all Posted Applicable Data No Filter Conditions indicating that there are 58 unique citations where the G Group applicability option has been used Of these 58 the QA finds 1 where review correction or confirmation is suggested Reports can be previewed and optionally printed of these reviews IntelliRegs can recognize if the G gt gs SubRegs expansion in the Posted Applicable Requirements table represents the latest list of citations that should be identified If changes in citation identification lists have been made that invalidate the expansions sub citations identified then a count gt 0 will be displayed in red on the form Note that the counts initially appear as question marks and can be displayed by double clicking a particular question mark or by clicking the Refresh QA Applic Regs Counts button Note During use of IntelliRegs you can select the Info G SubCitation Applicability Expansions button for help information That screen is shown on the following page Section 4 Unified Operations Operation Instructions Page 4 7 Info Posted Applicable Requirements G gt gs QA Operations IntelliRegs Title or
246. t the OP REQ3 Edit screen Use caution in making OP REQ3 Archive dataset edits adds or deletes For Archive datasets of current Title V data it is suggested that the actual IntelliRegs data be edited and the OPREQ3 Archive dataset refreshed rather than making changes directly into the OPREQ3 dataset After making edits and additions to the OP REQ3 dataset on the the TV ARCHIVE Review Report Efiles tab print the OP REQ3 form and create the EFile submittal file Section 2 Permit amp Applicability Operation Instructions Page 2 41 Creating Efile Electronic files of the Title VOP UA OP SUM OP REQ and OP REQ3 data may be created by checking the appropriate checkboxes in the EFile Create column c OpUA_O txt c OpSUM_O tst c OpREG2_O tst c OpREG3_O txt Section 2 Permit amp Applicability Operation Instructions Page 2 42 TCEQ Datasets COMPARE Datasets tab COMPARE Datasets are a different type of dataset than ARCHIVE datasets COMPARE datasets identify differences or confirm no change between two ARCHIVE type Datasets such as a comparison between an original Title V submittal and the current revised Title V status or revision To create a new Compare Dataset 1 Enter a new name for the comparison database that will be created in the Compare Type Dataset ID box 2 Select the Create or Refresh Update a COMPARE Dataset button to open the create refresh window For an existing CO
247. tID 41_F300D 0 OpUA rows existing 1 Direct Applicable rows existing Add DirectApplic of NA Reg Shutdown Note Shutdown OK Do auto deletes CANCEL Do not do auto deletes cen Section 2 Permit amp Applicability Operation Instructions Page 2 12 If you choose to delete all existing applicability the program automatically deletes all existing OpUA rows and all Direct Applicable rows Then a single Direct Applicable row is inserted to record the Shutdown Equip ID OpStatus Significance Direct Applicability opua Forms TY Neg pplic Direct TY Unit Summary Reg amp pplicability Use DIRECT APPLICABILITY for Applicable Requirements not to be reported on TCEQ Title OpREQ2 or OPREQ3 Such as Company SOPs RCRA New Source Review Permits Conditions TermsConditions PBRs or any others Add Replicate all DirectApplic Regs Do ClearAll Add All Optional add Direct4pplic Info HELP Eien EquipReft From Equiphettt Regs from other EquipRef Direct Applicabili Enter Direct Applicable Citation Requirements Listed in OpScenario RegSet Citation Regl ype sequence OpScenario RegSet Citation Number G ReqTy RegApplic Cat Applicability Note P ALL SCENARIOS MAIN SHUTDOWN NA OTHER Shutdown No Operations H ALL SCENARIOS MAIN Record 4 If is Lot r of 1 After entering at the Op Status Tab proceed to select the Significance Tab for additional data entry Section 2 Permit amp A
248. ta and RMOC ccc ceecceeeseeeseeeseeeeees 6 37 C Task Definition Menu Bar Selected Operations 0 6 41 CI REPONS eee eer e E E EE 6 42 C2 Advance TaskDefs Filter ODS cccccsscesseeesteeeeeeeesees 6 44 Gi FA cele 9 It Reena ee eRe tear te ee enon emer e tS 6 45 C4 TaskDefs Export Meera aN mre ae rete ere es Nene tree re 6 46 C3 UU M ESen neta crs ene or aren Sater Were Meee mere te cro ee 6 47 Section 6 Task Definition Development Operation Instructions C6 Master RegText Task Updates ccececssccsseesteeeeeeeees 6 50 C7 Management of Change seiesiesixidenwatnnisreesevdensuviansnnievtonsnades 6 53 C8 Historical Citations ssseesseesseessesseeeseesseessressresseessressees 6 55 C9 RegText Tasks Libraries Add Edit cc eceeeeeereeees 6 57 See Section 7 of the IntelliRegs User s Manual for Task Definition Development Attachments Printed Report Examples Advanced Instructions and Procedures for Task Definition Section 6 Task Definition Development Operation Instructions A Introduction to Task Definition Development Features Summary The Task Definition Development operations enable the Regulation Full Text and efficient breakdown and processing of Citation or Permit text into compliance tasks The created tasks can be exported to TaskTrakker CMP where equipment related specific tasks are generated for the Compliance Management System Equipment citation applicabili
249. tation Nam ber NewOMPTestVersonDate Prior CMPT ext Version Date GO2A SC 10 RENUMBERED 602A SC09 101 2004 O B Now Regutation Deactivated 21212004 es Applicability Change ImpactScores Summary of Changes Compliance Action Change ImpactScore O Renumbered C08 to C 10 on 10 1 2004 Changed Environmental Protection Agency to EPA NeweCurreat Citatos Full Text Prior Citatos Full Text These factities shal comply with all requreements of EPA Regulations on Standards of These facitties shall comply with af requirements of Ervirarmental Protection Agency Performance for New Stationary Sources promulgated for Equipenent Leaks of VOC in the Regulations on Standards of Performance for New Stationary Sources promulgated for Synthetic Organic Chemicals Manufacturing industry SOCMHh and VOC Emissions from Equipenent Leaks of VOC in the Synthetic Organic Chemicals Manufacturing Industry SOCI SOCMI Distiliation Oparations in 40 CFR 60 Subparts A VV and NNN and VOC Emissions fron SOCM Distillation Operations in 40 CFR 60 Subparts A VV and NNN Section 6 Task Definition Development Operation Instructions Page 6 56 C9 RegText Tasks Libraries Add Edit Regulation Text and Tasks Libraries contain values which are offered for selection at Citation Applicability and or TaskDefinition data entry forms The RegText Tasks Libraries menu bar provides data entry forms to add edit or delete library data or to report and review the data
250. ter Mdb Must be a valid IT_Master AMOC database file Browse and Connect to RMOC Master Database Regulatory Management of Change RMOC License Code l Submit License Code Option selections and RUN AMOC will be enabled upon submittal and approval of your AMOC License Code This will activate the RMOC screen amp IntelliRegs Regulatory Management of Change RMOC Connect amp Update from IT Master Database Add and Update Citation FullText and or Task Definitions System Administrator user level From the PDC Regulations Management of Change RMOC Master Database Master Updates Info PDC Regulations Management of Change RMOC database file F DEVELOP IntelliRtegs IFi User Manual IT_Master_yyyy mm dd mdb Use Browse to select IT_Master Mdb Must be a valid T_Master AMOC database file Browse and Connect to RMOC Master Database Regulatory Management of Change RMOC License Code Submit License Code Licensee PDC Corp TX Testing RMOC Version Updates AMOC Import AddNew RMOC Session Log Reports RMOC Master DB Reports Perform a Citation Version Review amp Update on all Citation Regulation FullText versus the latest version data in the PDC Requlations Management of Change RMOC Master Database RMOC Yersion Update will perform the following processing steps 1 Determine if Regulation is a RMOC Supported Federal EPA and or TX TCEG citation Set to PDC RegMOC User Maintain PDC Pending
251. th Those Changes Following the initial export of Applicability and or Task Definitions data to TaskTrakker subsequent exports use the same export procedures TaskTrakker s import processing effectively handles IntelliRegs exports as updates editing and adding to data in the TaskTrakker database accordingly PEE Section 1 Introduction amp General Instructions Page 1 19 IntelliRegs User s Manual Sections 2 amp 3 Permits amp Applicability This section of the IntelliRegs User s Manual provides instructions for Permit amp Applicability operations The functions within this program area were originally a separate application named Regulatory Wizard The Permit amp Applicability functions within IntelliRegs enable efficient data processing to prepare submit and amend maintain a facility s Permit related data This includes equipment inventory OP UA unit attribute data special applicability requirements application history and changes documentation The program provides management reports agency form facsimiles and creates TCEQ electronic submittal files for OP SUM OP UA OP REQ2 and OP REQ3 Title V processing determines applicability as reported in OP REQ2 and OP REQ3 forms This applicability data can be transferred to the TaskTrakker Compliance Management Plan using the TaskTrakker Export function Applicability determination also indicates the citations to have task definitions developed using Inte
252. that all Title V NSR and other permits for which data is entered into your IntelliRegs system be identified in your PERMITS data The Revisions Note field is a free form memo field able to contain up to approximately 32 000 characters Use it as desired to record version notes and other permit related information Permit Reports Preview Select this button to preview and optionally print the Facility Permit data Section 2 Permit amp Applicability Operation Instructions Page 2 6 D TV Equipment Inventory amp Unit Attribute UA Data Creating and editing equipment identification data for your facility is an important part of your permits data The Facility Equipment Entities form is opened by selection from the IntelliRegs TEXAS Permit RegOps menu bar A Facility Equipment DataEntry Form Filter Options window will open optionally allowing the equipment to be filtered by Facility ID Area ID OpDUPID OpSYSID Source Type Code or TV UnitID OpStatus or Significant Reports may also be run based upon these filters from this screen amp Facility Equipment DataEntry Form Filter Options Facility Equipment Regulated Entities DataEntry Form Filter Selection Options Open Facility Equipmen Regulated Entity Data Entry Form ALL RECORDS No Filter Optional Filter Conditions Note A blank value in the filter condition field indicates no filter for that element Only existing Facility Equipment values are offered for Picklist s
253. the Source_Type O Dther if blank z txt extension and must meet the Source Equip_ID Plant Equip ID File Specifications Equip_Name Equip Inventory Source File Full path amp name Replace with your file info c pde regswiz E quiplnv txt RUH Equipment Inventory Import Close Quit from ASCII Equip Inventory Source File This import is made from an ASCII file meeting the specifications as shown on the import screen Outputs from facility maintenance databases or asset management systems should be able to be created by IS IT departments to meet these specifications Contact PDC if further assistance is needed to communicate this import file specification to your IS IT personnel Upon import new equipment records will be added for each of the imported data rows for Equip IDs that do not already exist You will want to review each new equipment item to edit values as required Section 2 Permit amp Applicability Operation Instructions Page 2 53 F TV Utilities Selection of Title V Permit amp Applicability Utility Operation After choosing the RegApp TV Utilities option from the IntelliRegs Menu Bar TEXAS Permit RegOps the Title V Utility Operations form will be opened as shown below amp IntelliRegs Title Utility Operations Scope Filter Facdrea gt TV UnitID Facility Area Facility Filtered Op Auto assign OpUA Form SOP IndexNo per TCEQ Instructions Specifications Run SOP I
254. the observation will be made for each operation Tg flare operator shall record at least 98 of these required observations If smoking N detected compliance with the emission limits of this paragraph shall be determined using Reference gt Sequence 01 TaskName Mlard observation vi Last Edit 01 18 2002 6 00 Req Type a J M Iskhis a Compliance Action Item Last Export Active Task Yes s TaskDef Approved for CMP use EditStatus 3 EditStatus Info 2f S amp Frequency Methods amp Limits Responsible amp Repository Other Task Attributes User Status Info KeyWords MOC i F Switch to Active No to deactivat a TaskDefinition no onger valid Task Description 255 Chars Begin with Info foNWon Task Info Onk Components For EditStatus 4 and 5 TaskDefs Determine compliance with this subparagraph by daily notatidx in flare operatio log that flare was observed including time of day amp whether or not flare was smoking Regulatory Frequency lt As specified in the regulation Compliance Plan Frequency i lt For compliance tasks iNg existing within the latest Citation FullT ext fii by a daily notation in the flare operation log that the flare was observed including the a whether or not the flare was smoking Citation FullText Record 485 of 1373 Component Task 1 of 6 for Citation 111 111 a 4 A ii in this example Citation 111 1111 a 4 A ii Grouping Tabs Citation Components do not become eli
255. ther is revised using Update Revise functions that reflect the latest version Permits Applicability and Regulations TaskDefinitions data into the unified data tables Unified Operations are selected from the IntelliRegs menu bar Unified Ops IntelliRegs 7b2 42 2006 05 18 Fileops QM Exit Es amp DS Format TEXAS Permit RegOps Unified Ops TaskDefs Ops Admin Ops Window Help B Posted Applicable Requirements Ss Unit Applicable RegTasks There are two Unified Ops menu items 1 Posted Applicable Requirements Also referred to as PAR this is the Unit Citation RequirementType as updated based on both the Permit Direct Applicability and State Specific Applicability This section of the user manual provides information on PAR operations 2 Unit Applicable RegTasks The merge of PAR Unit Applicability and IntelliRegs Task Definitions Note In development 2006 by PDC Documentation will be in this section of the user manual when this feature is implemented Section 4 Unified Operations Operation Instructions Page 4 1 B Posted Applicable Requirements What are Posted Applicable Requirements and how are they used Posted Applicable Requirements represent the Facility Equipment and Citation Number associations links that identify required regulations Posted Applicable Requirements are used to 1 Merge Title V and Direct Applicable Requirements into a single unified applicabi
256. tically This allows for an audit trail of changes to NSR permits and other User Maintained citations Renumbering of citations may also be done by the program automatically provided the new citation number does not already exist in the FullText For a series of consecutive renumberings begin with the highest number and work backwards Follow the above procedures except enter the new citation number at the bottom of the screen Enter a Changes Summary that shows the renumbering After running the Update function the citation will be renumbered to the new number as well as all associated Task Definitions After updating Citation Full Text the task definitions associated with the citations that had Reg text changes will need to be updated to reflect those changes Section 6 Task Definition Development Operation Instructions Page 6 54 C8 Historical Citations To view prior versions of citations select the TaskDefs Ops Historical Citations menu item To find historical records enter the prior citation number if there has been a renumbering or the new current citation number for citations that have had text changes but no renumbering Historical Citations Main Screen The Historical Citations table retains records on Citations which were employed in your Compliance Management Program but have been superceded by a later revision The latest revision version of the Citation is held in the Citations FullText data Only regulations applic
257. tion in the flare operation log requires the Parent text to be understood Section 6 Task Definition Development Operation Instructions Page 6 8 Parents can have Parents that have Parents There is no limit to the levels of Parent citation text geneology in IntelliRegs tasks Regulation Section The highest level of Federal or State citation number 111 111 for that paragraph RegSection Effective Date Date citation section became active or latest date amended from source text on TCEQ or Federal website Note Import from Master citations will insert this date when citations are added from Master or optionally revised when citation text is validated identical for regulation revisions CMP RegTextVersion Date The date the text for that individual citation changed Although the date of the entire section may change periodically the actual text for an individual citation may remain unchanged for a number of years Is CitationNumber Active Checked YES as default unless Citation Number is no longer valid due to renumbering deletion etc Regulation Category The type of Regulation this citation pertains to i e Title V PBR SE NSR PSD Safety amp Health Haz Waste etc Citation UserNote User defined for any type of information about citation The Applicability Status Tab shows the number of times this citation has been applied to equipment in the database for each Requirement type amp Citation F
258. tions Applicability Status TaskDefs Summary Form Status Classification and Regulation Managemen of Change RMOC Version Elements RegAgencyChapter TX TCEQ 30 TAC x lt Select from Reg amp gencyChapter values Regulation Part Subpart 1114 gt Select Like 60Y 63G 115 or enter custom value Parent Citation fi 11 111 a 4 4 lt Preceding Reg Outline level Citation If Any RMOC Regulation Section pnan z lt Like 111 152 60 110b or enter custom value RegSection Effective Date 7 23 1993 lt Effective Date of the RegSection at the Last Reg MOC Review CMP RegTextVersion Date 7 23 1993 lt RMOC established Text Version Date changed only if text revised Last Reg MOC Review io 4 5 2005 Is CitationNumber Active IV Previous Citation s for this Citation CMP RegT ext Version Regulation f any Historical Citations for this CitationNumber PriorRegNo CMPTextDate ChangesNote List of prior Citation s is read only See HISTORICAL CITATIONS data entry and reports for full prior Citation data Additional Classifications Regulation Category Title Y x Select Like Title Y NSR or enter custom value Citation UserNote TV Permit First Issue 12 31 2005 Optional note Date Record Added Created 10 11 2004 3 12 11 PM Program set when new record added permane Record t4 4 532 b gt t r of 1443 di RegAgencyChapter The Citation Provision Agency Select from dropdown list or ad
259. tivate a TaskDefinition no longer valid Task Description 255 Chars Bein with Info for Non Task Info Only Components For EditStatus 4 and 5 TaskDefs Determine compliance with this subparaghaph by daily notation in flare operation log that flare was observed including time of day amp whether or not flare was smoking Regulatory Frequency M lt As specified in the regulation Compliance Plan Frequency Daily s lt For compliance tasks Basis for This Component T askDefinition Editable Note should be a substring existing within the latest Citation FullT ext fii by a daily notation in the flare operation log that the flare was observed including the time of day and whether or not the flare was smoking Record 14 4 1 gt gt i r of 6 Record 14 4 485 gt gt t D of 1373 Note that the Js this a Compliance Action Item checkbox has been checked for this Component Task item From now on we will refer to the item as a Task Definition or simply a Task Review and data entry at all tabs should be made for the Task One editable field Task Description is on the Description amp Frequency tab For the Task Description you can cut and paste from the broken text box or directly type in your entry Because the description field is limited to 255 characters some reduction from the entire broken out text may be required This can be done without impacting the meaning by removing extran
260. to form a Section 2 Permit amp Applicability Operation Instructions Page 2 3 Title V Permit application area IntelliRegs can combine Facility Areas for review and reporting It is therefore important to identify Title V Permit Areas properly Add edit or delete Facility Area data at the Facility Areas Permit Areas data entry window Facility Areas Permit Areas Add enter for each Facility Permit Area PermitID may be blank until assigned known A FacArealD value will be locked and cannot be changed and the Facility Area record cannot be deleted if any Facility Equipment is linked to the Facility Area PermitlD Facility Areas Permitted Area with PermitID and Key Regulatory Attributes for a Permit Arald__ _ AreaName Fac Area ID PermitiD gt MAIN MAIN PDC4697D MAIN Ed ArealD Enter a short name id for the area Do not have any spaces in the name Max 15 AreaName Area name i e Process Name Max 50 Not necessary to include the facility name in the AreaName Note This will be the default name for the permit submittal for an area but it can be edited for the actual submittal in the Title V datasets FacArealD This will be used for you to select the Facility Area for equipment and reports It is an internal IntelliRegs field not submitted Usually this is a combined Facility plus AreaID value i e JE1111J BoilerFarm1 Max 28 wide no internal spaces Note After entering your
261. tputs do not seem to agree with known data in the OP UA forms or as displayed as determined applicable or negative applicable citations It is possible that certain edit sequences may fail to set OP UA data for automatic refresh which is performed by each of the report run operations if required The RRT Flow Review Update utility will refresh and replace all OP UA and RRT determined values insuring that any need to be refreshed data is made current Section 2 Permit amp Applicability Operation Instructions Page 2 57 G TV Submittal Nos Add Edit TV Submittal Nos After choosing the TV SubmittalNo option from the IntelliRegs Menu Bar TEXAS Permit RegOps the TCEQ SubmittalID and TX Revision Number Data Entry screen is opened as shown below REE Add and Edit Submittal ID Definitions Below Submittal IDs will be selectable at the OpUA data entry screen Info Submited TXRevNo Not to Send to TCEQ Prelim Prior or Whatlf Data Original TV Application TXRevNo Blank Revision 1 TV App TxRevNo match Op 2 RevNo 2nd Revision of TY App Matches OP 2 RevNo 2 2 2000 3rd Revision 4th Revision Master UA Profile OpUA Form Rowlll Special selected for OpUA Analysis Reparting Record 14 4 II 1 gt sifra of 8 The INFO command button provides online Submittal ID information as shown below OpUA SubmittallD Info Screen Facilities should assign Submittal_IDs to each OpUA data row This is performed at the OpUA data en
262. try screen or using the Fast edit SubmittallD Form The Submittal_ID identifies the Title Application submittal for the facility or identifies that the data is was not submitted OpUA forms and reports driven by OpUA data can be selected by Submittal_ID at the Reports screen Printed and electronic files for a report session are matched to the selected Submittal_ID Initial examples 1 0 1 provided by PDC for use or edit as desired You should be careful not to change any Submittal_ID which may have been already selected for an existing OpUA row to prevent an ID from being unknown to the program Field Information Submittal_ID An identifier used within the Regwiz program to designate the Title Y Application Revision TXRevyNo The text to appear on any Texas TNACC form or EFile for REVISION NO Should match OP 2 Form Revision No Description Information on the revision as used by facility RevDate Record the actual submittal date here Submittal IDs are important to designate OP UA form data revision numbers A user can add edit or delete Submittal IDs as desired Note The Submittal ID 0 has a blank TX RevNo value This causes a blank to be entered into the OP UA forms Revision Number column as specified by the TCEQ for original Title V permit data Subsequent revision coding should agree with TCEQ issued permit advice on the labeling of revisions and should agree with OP 2 form data The OP 2 form is not prepared within I
263. ts shocers scusextpoavocestoeosneesnsasaneneucstins 2 34 E TV POr eeke verter peenaa EEE EA EE NEEE EEEE 2 52 Fo TV UUES nenene au a 2 54 G TV Submittal NOSpcisisii eiiean o a a 2 58 H TYV SD SCIA CG aa ASE soca case scestieeentncadebede nt elaebiaviuedanieervannolenckes 2 60 I TV UA KeyData Fast seseeseeeesesressseesssrssseessseressseesseeesssressee 262 J TV ODUA Profil S tices erneieren Atie 2 63 Section 2 Permit amp Applicability Operation Instructions K Permit and Applicability Reports ee eeecceeseeceneeeeseeenees 2 66 K1 Equipment Reports ececccscnceanssneddvewncnerannsdenedenednuneduennsedshaecens 2 67 K2 TX OpUA Re DOI Sait vasssansnisnavseamivvendvassestussaneiensecsaouna ties 2 68 K3 CM Knowledge Base wusicoitinsiencssvacastiacerinieisnstdneniaaensdons 2 69 K4 Direct Applicability sccccaceenusnonicassecandtactcaesorsneereamenmtusdentartes 2 70 See Section 3 of the IntelliRegs User s Manual for Title V Permit amp Applicability Attachments Printed Report Examples Section 2 Permit amp Applicability Operation Instructions A Introduction to Permit amp Applicability Features Summary IntelliRegs Menu Bar and Title V Permit amp Applicability Selections Facility Area Facility and Area Identification Selection of Facility FacilityArea Form and Data Entry Permits ID Name IssueDate Identify Permits for which IntelliRegs data is entered Equipment Inventory amp Unit Attribut
264. tuation of a single applicable citation number actually meaning applicability of multiple detail citation paragraphs is handled by PDC s programs utilizing a citation begins with processing Referencing the example above PDC s programs would process data for citation begins with 60 132 a which would retrieve all of the detail citations The impact of this processing on determining IntelliTask tasks associated with equipment based upon Regulatory Wizard Applicable Citation Numbers is to associate all of the tasks for all detailed paragraphs In the example any tasks for citations 60 132 a 60 132 a 1 60 132 a 2 and 60 132 a 3 would be associated with equipment with 60 132 a as the applicable citation number The citation begins with processing is also used in IntelliTask s SmartParse Settings operation if the Set to YES if found in RegWizard processing is run In this case every citation in the selected RegWizard data would cause IntelliTask Citation Text to be marked to YES for all citation begins with the Regulatory Wizard citation number What if not all of the detail citations are applicable In the example above if 60 132 a 2 is not applicable then designation of the applicable citation number as 60 132 a would be an error The correct applicable designation would need to itemize three applicable citations 60 132 a 60 132 a 1 and 60 132 a 3 Therefore indicating a
265. ty may be determined using IntelliRegs Title V Permit and Applicability functions and exporting the equipment applicable citation data into TaskTrakker Alternatively equipment applicability and association of appropriate tasks can be performed explicitly using TaskTrakker data windows The Task Definition process within IntelliRegs can perform initial analysis and breakdown of iteration permit text using the Smart Parse process This function breaks the citation full text into one or more components either breaking at the end of sentences or at user inserted atsign break points Each component is analyzed to determine if any keywords are contained within the text The list of keywords searched for is editable by the user prior to running Smart Parse For each keyword found smart text is inserted into designated attribute field s as specified in the master Keywords data table Following Smart Parse you will want to review each Smart Parse created component determine whether that component is the basis for establishing a compliance task and if a task edit each attribute value Values such as TaskName Frequency Planned Method and Description should be revised to contain the wording you desire for tasks Some components created by Smart Parse may not be appropriate to become tasks For example a component that says This rule is subject to revision as appropriate by the Legislature may not prompt a facility compliance task For such inf
266. ual Section 2 H The auto assigned SOP IndexNo s will use valid TCEQ prefixes and assign unique numbers However because of optional attribute set SOP IndexNo groupings i e the same SOP IndexNo for multiple OP UA profiles you may want to edit the SOP IndexNo as desired After running the SOP IndexNo auto assign and editing your SOP Index Nos you should not run the auto assign again or your changes edits will be lost Run Old to New OP UA Form Data Transfer The Run Old to New OP UA Form Data Transfer utility is a powerful operation that analyses all existing OP UA data and determines if any Old OP UA Form Data exists that has not been placed into a newer revised version Before actually running the old to new data transfer the program indicates the number of OP UA rows to be transferred and requires the user to OK or Cancel to perform or cancel the data transfer The INFO command button in the Run Old to New OP UA Form Data Transfer area of the Title V Utilities screen provides online information to the user regarding the Old To New Data Transfer process An example of this INFO dialog box is shown below Section 2 Permit amp Applicability Operation Instructions Page 2 55 amp Read and Confirm Before Running OPUA Version Updates x Read All Before Proceeding To Run The OPUA Version Update OPUA Yersion updates cannot be reversed Be sure all prior OPUA version prints have been made if wanted Not Filter
267. ubmittal files 11 Export applicability data to TaskTrakker for Compliance Management 12 Upon revision and changes revise steps through 11 as required At any stage run reports to document your Title V data status Section 2 Permit amp Applicability Operation Instructions Page 2 1 IntelliRegs Menu Bar and Permits amp Applicability Selections For State Forms Preference Texas Users As selected at StartUp Screen FileOQps Ql Exit h 0S Format TEXAS Permit RegOps Unified Ops TaskDefs Ops Admin Ops Window Help Th Reports Mgmt amp Title fF TCEQ DataSet Ops All Facility reas OpDup OpSys Add Edit i Equipment Add Del OpUA TY DirectApplic 8 Permits ID Name IssueDates eat hi amp iD TY OPUA Profiles ppiicability Menu Selections ej Equipment Import Export 3 RegAppTy Utilities HF Ty Submittalno amp TY SpecialRegs Fast Datasheet View Datasheet Format OpuA KeyData FAST a Reg Applic Libraries Data Add Edit Texas Permits amp Applicability operations forms and format settings are selected from the IntelliRegs Menu Bar shown above Note that the Equipment Inventory amp UA form may be optionally opened following selection of PROCEED with IntelliRegs Operations from the IntelliRegs Startup screen For State Forms Preference NonTexas Users As selected at StartUp Screen The following menu selections are available EJ IntelliRegs 7b2 42 2006 0
268. ull Text Data Entry Form 10l x F Citation Number PTa X EDITS based on Status Modes Reg Change Mgmt Program PDC RegMOC X Active Citation 7 Citation FullText Status amp Classifications Applicability Status TaskDefs Summary Form Status REAA AR AF You may refresh the applicability data if you believe the Posted Applicable Requirements may have changed since the Applicability Analysis DateTime Perah far a Caon You may refresh all Citation FullT ext RegT ext applicability data The Applicability Analysis DateTime will be changed to the time of running this refresh function Allow 1 Minute per 1 000 Regs for this Refresh Applicability Analysis DateTime 03 02 2006 11 55 37 AM Negative Applicability NA Negative Applicable _ Applicable Requirements Applicability Found ST Standard MN Monitoring Note Counts include applicability for RK RecordKeeping G Grouped applicable assignments if they RP Repotting exist as well as direct not G Grouped applicabilities GC General Compliance Record 14 4 532 gt gt t gt of 1443 Ui Section 6 Task Definition Development Operation Instructions Page 6 9 The TaskDefs Summary Tab shows a summary of the current Components Tasks that have been developed for this citation This is READ ONLY The definitions are developed at the IntelliRegs Citation Component Tasks data
269. urisdiction PreFix Reg Code RegAgencyChapterlD Reg Jurisdiction Enter Yalue Enter Yalue CMP R peas ere pchania Description Max 20 Chars Select from List Max 20 ci Max 15 Chars Codes Max 100 Chars RegAgencyChapter Reg Jurisdiction PreFixCode CMP F S cur State RegAgencyCh GC WWT PERMIT EJ TC WANT GCWDA Wastewater Affluent F 1850 14000 INTL 15014000 Environmental Management Sy PERMIT lt Various gt LCR Custom Requirements an PERMIT TX NSR Texas New Source Review NSft STATE TX PBR SE Texas Permit By Rule PBR St PERMIT Tx RCRA RCRA Solid Waste Permit Tx TCEQ 30 TAC STATE lt none gt Texas Commission on Environ Record I4 lt 1 gt ot px of 12 4 gt Infomation on the use of this form RegApplicChapters Report Preview Contact PDC if you have questions on the use of this form OpsActivity OpActivity may optionally be assigned to IntelliRegs Task Definitions OpsActivity is not a required Task Definition field and can be left blank OpsActivity and the parent child relationship of Task Definitions may be employed in your Compliance Management system as one method of organizing the many Compliance tasks into groups and subgroups OpsActivity will be assigned at the Task Definitions data entry screen See UserManual Section 4 Paragraphs B4 and B5 The values selected must be in the library OpsActivity table Valid OpsActivity identifiers description and parent information are entered at
270. using Update Revise functions that reflect the latest version Permits Applicability and Regulations TaskDefinitions data Please also see Section 5 of this User s Manual for Unified Operations report examples IntelliRegs User s Manual Section 4 Unified Operations Paragraph and Title Page A Introduction to Unified Operations ccceecceesseceeteeeeteeeeeees 4 1 B Posted Applicable Requirements cccceceseceesteeeeteeeeteeeeees 4 2 B1 Form Header F O0GCL rinse cicscrsectaresterssiscivesscswstvesnconsbsddnmentssel 4 4 B2 Applicability Updates Operations ccceseeeceeeteeeeeees 4 5 B3 QA G gs SUD RG 6s sesridssasemrvensueiidtanriniGatddenaamnidnunticars 4 7 B4 QA Applicable Regs icccsnesscucdscaidecencucssanteptecsseceicveracsidedemens 4 9 BS Applicability Management of Change AMOC 4 10 B6 Applicability Reports sccssiscicsisscescccaiectesecdceadcsdsncdoectuewstecutes 4 13 B7 Applicability Export Exchange ccccccccecsssecesseeeeeeeeens 4 14 C Unit Applicable Requirement Tasks ccccceesseeesseeeeeeeeees 4 16 Section 4 Unified Operations Operation Instructions A Introduction to Unified Operations What are Unified Ops and how are they used Unified Operations Unified Ops contain the linking merging of data from the IntelliRegs Permits and Applicability Area and the Regulations Task Definitions Area Data is not added edited or deleted at data entry forms but ra
271. y mm dd zip and retain several of the latest dates Section 1 Introduction amp General Instructions Page 1 18 H Facility Databases What Do Open Databases Mean To You Your datafile is Open for use as you desire Your facility IR lt Company Name gt database is password protected The password is known by your company s IntelliRegs System Administrator This means that PDC software is not required for you to see or transfer your facility data I Special Data Processing Operations Contact PDC For Assistance With Special Data Processing Requirements Batch data imports edits special reports and other special processing requirement of IntelliRegs data may benefit by having PDC perform the special operations or provide recommendations to users preparing and running the special processing J Using IntelliRegs Data In PDC s System IntelliRegs Data Can Be the Foundation Base For TaskTrakker Compliance Management Ops Applicability data as determined in the Permit amp Applicability operations and Task Definitions as created in the Task Definitions operations can become the foundation base data for the TaskTrakker Compliance Management Plan Data from IntelliRegs is exported to TaskTrakker in two export operations 1 Permit amp Applicability Export 2 Task Definitions Export See instructions in this User s Manual for each export operation Revisions To IntelliRegs Data And Updating CMP TaskTrakker Wi

IntelliRegs User`s Manual - Process Data Control Corp.

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