ACTS User Manual
Contents
1. asset and Compliance Tracking System ACTS File Edit Wiew Assets Compliance Land Safety Operations Reporting Tools Window Help The availability of menu options and dropdowns depend on the window that is selected Menu Options Description This menu contains basic options such as New Open Copy Delete Close Save Save As Print Print Preview Exit etc These options change depending on the window in view Edit This menu contains Undo Cut Copy Paste Clear Select All etc File View This menu contains options for changing the display within an open window Assets This menu accesses the Asset Explorer Portfolio Area Facility and Equipment windows This menu accesses the Agency Agency Exception Audit Audit Spreadsheet Import Emission Data Regulation Regulation Synchronization and Tasks windows Land This menu accesses the Lease Window This menu accesses the Incident Hazard Injury Observation Property Damage Vehicle Accident Training and Attendance Spreadsheet Import windows This menu accesses the Dashboard Document Generator Form Procedures and Best Management Practices and Report windows This menu contains basic user implements such as File Attachment and Display Filters plus more Tools advanced options such as Code Maintenance Security and Utilities which can only be accessed by ACTS Administrators This menu changes the window layout Select Cascade Tile Horizontal Tile Vertical Layer or Minimi2. item ACTS will navigate to the item in the Asset Explorer The Detail Report will open on the right hand side e f the search criteria matches more than one result a window will open with all possible results Sort by columns Select the column headings to sort Select the column headings again to switch between ascending and descending order Filter Filter by first selecting the column heading to search in and entering a phrase or fragment in the Filter box Filter in Regulation Mame column Double click on the desired entry from the list to open or select OK EXAMPLE When searching for a regulation the default filter is Regulation Name To change select another column such as Regulation Type
3. ACTS Basic Features ACTS Application Layout Similar to Microsoft programs such as Word and Excel the layout of ACTS consists of several workspaces e Menu Bar Used to access all the functionality in the application e Toolbar Used to directly access select functionality in the application e Task Area Used to view or edit the application information e Status Bar Shows the key application information i e current user database and tasks Toolbar Menu bar PPA nccot and Comnoliance Teacking Gucteam i ATOY f File Assets Land Safety EL Explorer Contact Facility Views Compliance Operations Reporting Tools Window Help 12 Ops Data Dashboard Reports Help Exit Equipment Regulation Tasks Procedures Project File Asset Explorer eck Information Detail for Assets Grouped by rea f Find Facility Mame Contains Find F Assets Grouped by Area Eli Assets Grouped by Location H Assets Grouped by Portfolio Area Li Primary 4re eport Date Sunday April 22 2012 11 01 PM Area Type Area Name Area Status Business Unit Browse i Active Business Unit Ecocion Manufacturing od Active Business Unit Ecocion Midstream w Active Business Unit Ecocion Ports Active il eki Pot i J Cee Crees a D eker Task Status Bar Area Menu Bar Use the menu bar to access all of the ACTS functionality
4. es all data in the reports The green refresh icon collapses to the selected level in the Asset Explorer and refreshes all data in the reports below the selected level Print This icon that opens the Print Window Local Refresh Preview This icon displays a report preview of a selected item Sheet Toolbar Icons The sheet toolbar icons are used for data editing g The availability of sheet toolbar icons depend on the window that is selected or active E bt E a 4 B Open copy Mew Save Print Preview Delete Cue copy Faste Undo Sheet Toolbar Icons Icon Description This icon opens a list of all data records in ACTS which can then be filtered EXAMPLE If a Regulation Window is active Open will provide a list of all regulations within ACTS to select from This icon creates a copy of the existing data record The new data record is opened in another window and Copy of is appended to the name New This icon creates new data record Open Copy Save This icon saves any data that has been changed or edited within the selected window Print This icon opens the Print Window Preview This icon displays a report preview of a selected item This icon will delete the selected item Selecting this permanently terminates the selected data and should not Delete be utilized unless given permission by an ACTS Administrator To maintain a record within ACTS add an inactive date instead of deleting Cut Thi
5. lect the first column header to be sorted While holding CTRL select the second column header to be sorted om Emission Calendar Year Benzene Emission Calendar Year r kai arbon Monoxide hai Emission Calendar Year VO Emission Rolling 12 Month n Hexane Emission Rolling 12 Month f YOC al P i Gen Re Liat ee o i E T EXAMPLE Limit Type was selected sorting alphabetically Then while holding CTRL Compound was selected sorting secondarily Filter Search Result Data Additional windows may open in ACTS to narrow results Filter by selecting a column heading then entering text into the Filter text box g Select the facility that you would like to open Filter in Area column Alternate Name s Facility Type __ Facility Status 4rea County State Facility ID Morth Plant Plant Bd active Ecocion Manufacturing Winnebago WT 416 Shipyard Marine Construction and active Ecocion Manufacturing Lafourche L 584 Repair Ecocion BUR CS Compressor Station active Ecocion Midstream Johnson Ts 21 Ecocion WR Gas Plant Compressor Station W active Ecocion Midstream Hughes OE 4 Ecocion 1 C52 Compressor Station active Ecocion Midstream Denver LO 15 Ecocion 6 1 C5 Compressor Station active Ecocion Midstream Wise Ts 17 Ecocion L Compressor Station active Ecocion Midstream Johnson Ts 20 Ecocion R 055 Compressor Station Compressor Station active Ecocion Midstream Wise Tx 25 Ecocion 5 Compressor Station acti
6. s Bind Assets Grouped by Area se Ecocion Manufacturing Business Unit ag Ecocion Midstream Business Unit ag Ecocion Ports Business Unit H E Ecocion Energy Co System 3 To drill down or roll up the Asset Explorer hierarchy select the icon to the left of each parent level When selected the icon expands the hierarchy When selected the icon collapses the hierarchy Detail for Assets Grouped by Area 4 Select the text of each level to view information on the Detail Report which anal WI I open on the right ha nd side Report Date Thursday July 5 2012 9 10 AM aioe aia Records 1 to 6 of 6 Page 1 of 1 rea Type Area Name Area Status Comments Business Unit Ecocion Manufacturing Ss Active Business Unit Ecocion Midstream Active E To rol u p col la pse t h ee nti re Business Unit ii z jia cocion Energy Co ctive Refresh Asset Explorer hierarchy select the angarang paset aee pasa py Global Refresh icon on the toolbar A e To roll up collapse to a particular level select a parent level and select the Local Refresh icon RefreshI on the toolbar Status Icons Assets in the Asset Explorer may have a colored circle next to their icon indicating the type and or status of that item To see more information on the item s status select the item and the detailed information will display in the Detail Report Group Counts Next to every group in the tree i
7. s a number that shows the number of sub items contained within that group For example if the text reads Facilities 5 then there are 5 facilities contained within that group under a particular asset Please note that this count shows the total number of items and does not show the filtered count j A e A A Ma j Aa Navigate using the Search Bar Asset Information Find Record Name Contains ial To search within Asset Explorer select the search filter next to Find 1 Select the type of item from the Find dropdown This list will expand as new attributes are added to the system 2 Select the Search Operator from the second dropdown Contains This search operator will search for text that is contained anywhere in the item Ends With This search operator will search for text at the end of the item Exactly Matches This search operator will search for exact text Is Similar To This search operator will search for text that is similar to the item if spacing or spelling is not exact it will show any near matches Starts With This search operator will search for text at the beginning of the item 3 Enter the Search Text This is a text field It is not case sensitive 4 Select Find 5 Based on the entered search criteria one of the following will occur e ifthe search criteria doesn t match any items a message will pop up stating so e lf the search criteria matches only one
8. s icon is used to cut text Copy This icon is used to copy text Paste This icon is used to paste text Undo This icon will undo the last data modification and does not work for past actions Customize Toolbar To customize the layout of the toolbar use the context menu 1 Right click on the toolbar 2 Choose a command from the menu or 1 Select Tools Customize Toolbar from the menu bar 2 Make changes as desired and select OK Status Bar Asset and Compliance Tracking System BE Sheet Toolbar ip Select the Show Text Right option to make all of the Bottom toolbar icons larger and add text under them Floating Show Text Show Powertlips Tools Window Help Customize Toolbars Change Password Options The status bar shows key application information in the bottom right corner including 42012 3 39 PM John Doe Ecocion Demonstration Tasks 1 4 upcoming 8 overdue cD e Current date and time e Name of the user logged into ACTS e Database name e The user s task notification This shows how many tasks are upcoming and how many tasks are overdue Double click on the task notification to open the task screen Display Filter Use this Display Filters Window to specify the various lists and search results throughout the application 1 Select Tools gt Display Filters from the menu bar a The Display Filters Window will open 3 Checking the bo
9. ve Ecocion Midstream Wise Ts 16 Maplewood Gas Processing Plant active Ecocion Midstream Weld co 706 Denver CS Compressor Station ed active Ecocion Midstream Adams co abe Ecocion Wit Gas Plant Gas Processing Plant active Ecocion Midstream Johnson Ts 14 Ecocion B C Gas Plant Gas Processing Plant Bd active Ecocion Midstream Fremont hy 11 Ecocion 20 Compressor Station Compressor Station active Ecocion Midstream Parker Ts lz H5 1 11 Compressor Station active Ecocion Midstream Denver co 170 Ecocion GR CS Compressor Station active Ecocion Midstream Denton Ts fe Ecocion RE CS Compressor Station active Ecocion Midstream Canadian OK a Active Ecocion Midstream Canadian OK 5 Ecocion CN Gas Plant gas Processing Plant a o Navigate in ACTS ea Explorer The Asset Explorer is the main screen where all data records can be viewed The Asset Explorer represents a graphical arrangement of all information within ACTS using a hierarchical design Select the text at any level in the Asset Explorer hierarchy to view information on a Detail Report which will open on the right hand side The information on the Detail Reports will vary based on the level of the hierarchy chosen Navigate using the Asset Explorer 1 To access the Asset Explorer select the Explorer icon from the toolbar or select Assets gt Asset Explorer from the menu bar 50 Asset Explorer Asset Information 2 The Asset Explorer Window will open Find Facility Name Contain
10. x next to a status will cause any item with that status to display in lists and search results Conversely any statuses unchecked are hidden from the lists and search results 4 Select Apply to keep the window open and continue making changes 5 Select OK to apply changes and close the g Display Filters Window Verify that the statuses update at the bottom when changes are made This shows how many displays are shown hidden Tools Window Help Customize Toolbars Change Password 5 Mptions Display Filters ie EENE Filters x T Agency Exception nef area 85 Equipment T Facility File Attachment SA Person cE Check the Facility statuses that you would like bo appear in lists Statuses that you do not check are hidden From each list Acke Wo Approval Pending L inactive M QB Not Yet Built Ei wD Standby 7 Statuses 3 Shown 4 Hidden Sort Column Data ACTS can change column sorting in any screen with multiple columns 1 Select the column headings to sort Select the column headings Sort order follows ACTS conventions sorting again to switch between ascending and descending order numerically and then Emission Calendar Year EM Carbon Monoxide Emission Calendar ear alphabetically Emission Rolling 12 Month n Hexane Emission Rolling 12 Month YOT Emission Calendar Year Benzene no I 2 To sort by two columns se
11. ze Window All Windows to arrange multiple windows or change window views by selecting from a list of all windows currently open within ACTS Help This window accesses various resources to assist in using ACTS Compliance Safety Reporting Toolbar Use the toolbar as a shortcut tool to directly access ACTS functionality P a a E bo gt J wll 2 ik Explorer Contact Facility Equipment Regulation Tasks Procedures Project File Ops Data Dashboard Reports Help Exit Aa B z Refresh RefreshI Print Preview r The availability of the sheet toolbar icons depend on the window that is selected or active i s N E o a A p a Toolbar Icons Explorer This icon opens the Asset Explorer Window Contact This icon opens the Contact Explorer Window Facility This icon opens the Facility Window Equipment This icon opens the Equipment Window Regulation This icon opens the Regulation Window Tasks This icon opens the Tasks Window Procedures This icon opens the Best Management Practices Window Project This icon opens the Project Window File This icon opens the File Attachment Window Ops Data This icon opens the Operational Data Window Dashboard This icon opens the Dashboard Window Reports This icon opens the Reports Window Help This icon opens the Help Window Exit This icon exits the ACTS application Global Refresh The white refresh icon collapses the Asset Explorer and refresh
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