Integrity Manager User Guide - Alfadata Technologies Corporation
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1. E E E deen cece nian cue AE E A E A 8 POSS CSTV acer a EEE ES 8 DECE ee activate so eceaneaaacienacsoecieone EA EAE 9 E E SEEE TE EET OEE EE AEE TEE AE E E E EET E ETE ETE 9 PAULUS A E E A E E E E A I E A A E A 9 Detaults Operatiie Ply elope esssenras aE E 10 Dy SES a E A sey tener easanasnees 10 Deficiency Items item TYPe s c 20s0 cesiecdese seseudseid innanti iienaa aan annia 11 Actions recommendation c0cccsceeseeseesessesseeseeseeeeeeeeeeeeeeeeeeeeeessseessesegas 11 KRE E E E E E E E E TEE 11 Document Tab licensed feature cis satccuncesiuctiannsconeieaincatuemuseiudcsiesessseseaes 2 PC ONL OI T A a a E EE EE ERE 13 A A ONS I O ioe EE E see R EEES 13 ONA T A AE A A EEA AE 14 M L E E E E ene E E E 14 TERMINOLOGY tet case toerae nsec ewes eereneeuen aac eoeaestactewteseieereneiscetseseneestuctesteeun 14 Bonen Fi ONG tie cise casemate E neise sauce E E E E 14 Derec el 1a 11 1c eee en een C ene ante E Ont ER ETERT CERT EE ERNTEET CERN t ant a etme nian 14 2 25 2011 12 48 00 PM Copyright 2007 Alfadata Technologies Corporation All Rights Reserved Page 2 Integrity Manager User guide doc Integrity Manager system User guide Introduction Getting Started Alfadata s Integrity Manager Application is designed to keep track of problems related to your company s equipment and procedures that have been uncovered during inspection automated risk assessments or by other means The Integrity Manager s2. 07 Alfadata Technologies Corporation Integrity Manager User guide d Incomplete 8626 Integrity Manager system User guide been completed and the resulting risk has been approved by someone with sufficient authority e Incomplete The item either still has actions that have not been completed or it has risks that are not yet approved e Approval Required The item has risks that are not yet approved Defaults Operating Envelope The Operating Envelope Chart is used to show the time remaining to update specific information this is based upon a predefined time interval This chart is to ensure that all information is current and relative so Integrity Manager can provide accurate results and assessments prod uction oes process Water Results Tab name reports max risk min due open total F 6674 27 15 154028 25 4 To 07 15029 29AW4 hy a 1 2010 1 4 When a network is selected in the hierarchy tree a summary list for each deficient article in the network is displayed in the Results tab The screenshot below shows one summary row expanded The summary row is highlighted in yellow at the top The blue header above the summary line shows the name of the deficient article the maximum risk of its deficiency items the earliest due date any of the actions to be performed to mitigate the articles risk the number of open deficiency items and the total number of deficiency items We can see from
3. Clicking the text of an Area Field or Network referred to as selecting it will do one of two things l For an Area or Field a dashboard will be displayed in the contents window summarizing the Area s Field s outstanding actions and items 2 For a Network a summarized list of open deficiency items will be displayed 2 25 2011 12 48 00 PM Copyright 2007 Alfadata Technologies Corporation All Rights Reserved Page 5 Integrity Manager User guide doc Integrity Manager system User guide Following is an example of an expanded Hierarchy tree a 2 Company Area Sl i Field Network Network Network Network Network Network Help The help section provides information and guides to assist you with Integrity Manager e User Manual A complete guide to all features and functionalities e QuickSheet A compressed user manual for quick reference e Frequently Asked Questions FAQ List of the most asked questions and their answers e Administrator Guide A guide for Administrative tasks e About Information about the Integrity Manager system Content Window On the left side of the page is your Content Window this is where the information and reports will be displayed The Content window will display the Integrity Dashboard and the Deficient Article summaries Deficient Article summaries can be expanded to show actions and risks The dashboards contain links for Operations Engineers to jump specifical
4. Integrity Manager User Guide Integrity Objects NET Alfadata Technologies Cor Integrity Manager system User guide Overview Contents This document is to provide new users of Alfadata s Integrity Manager Application with a basic understanding of the purpose of the Integrity Manager Application and steps guiding its use Integrity Manager is primarily targeted for the Operations Management team within an organization OVERVIEW A E E EA 2 INTRODUCTION gece vase aeapeueateca cera sn osececateacenctapsesete sonees suet eecedeveareeceuoseensascece 3 GETTING STARTED oii srnesssnssnciesevinsiesinisboneuiianesosneanenessverdiatesosesaivenwestenauneewutes 3 LAYOUT acct ere ea ect cael ere sas a aes alegre sane aun esveeeaesaeeeenes 4 NAVIGATION aicepcsaetcta encode wre teies otraui ou an EAE AEE EE ENNER 4 DC A arin aes E E E A 4 E ESENE N E E E EE E 5 FN DONGING OR Area Or T Old viccssotesrncasstecnecsieseenncdietlponscsiesetnaedieubetercegdlseencedestabuadavedde 5 Selecting an Area Field or Network ccccccccccceccecceeeeeeeeceeeceesssesseeseesesssssssssseaaas 5 MD UI erates foes bas IEA ETE AE IAO asad beaten VER E A 6 CONTENT WINDOW iiciicccesirssnevnwensinesnnsasenenwncsuevantasnilunwoesinennwesiseuwwsswenaneseeaweenea 6 DV CFI TD EE E AA E A AE A A E 6 ANOVA A O PAE O N E TO E O N E A 7 Dashboard Header sxcedesestccessiscedesecdagacsedatedese danse nisiede aaa ri a a 7 Ba HDOar OR Por e A E T A E 8 E e ari ater
5. asurement for this article is expanded The deficiency item header the second blueheader shows the item type the deficiency the cause for concern the consequence and any safe guards in place Continuing with the example above the three deficiency items are Measurement Risk Ranking and High Liquid Velocity The measurement item has been expanded to show its actions and risks Actions recommendation In the screenshot above there is one action Integrity Manager labels the actions as recommendations The action is intended to mitigate one or more of the risks associated with this article pipeline The responsibility of completing this action has been delegated to John Smith John has completed the action on its due date which raises the question why is this deficiency item still open 1f all of its actions have been completed The reason this deficiency item is still open is because there are risks associated with it that have not yet been approved When all of an items actions have been completed and risks have been approved the item will be considered closed and not appear in the Integrity Manager System Risks In the screenshot above there are eight risks The risk header 4 blue bar shows the categories hazard type approver severity likelihood risk residual severity residual likelihood and residual risk We can see that none of these risks have been approved the approver column is empty for each risk row To a
6. endments Default Temperature Design Pressure ERP Ammendments Equipment Failure Extreme Corrosion Rate Gas Analysis High Corrosion Rate Permissions User x Now simply add or remove any of the items you wish to notify your user by selecting an Unassigned Item and clicking of the arrows to move it back and forth 2 25 2011 12 48 00 PM Copyright 2007 Alfadata Technologies Corporation All Rights Reserved Page 13 Integrity Manager User guide doc Integrity Manager system User guide Terminology Schematics Tab This tab is currently under construction Once completed it will provide a simple schematic based on your selected division Maps Tab This tab is currently under construction Once completed it will provide a simple map based on your selected division This will allow quick printing of your current area and its assets Deficient Articles The deficient company equipment or procedures that are tracked by the Integrity Manager system will be referred to as Deficient Articles in throughout this document Deficiency Items The Deficiencies or problems with a particular Deficient Article that have be uncovered will be referred to as Deficiency Items throughout this document 2 25 2011 12 48 00 PM Copyright 2007 Alfadata Technologies Corporation All Rights Reserved Page 14 Integrity Manager User guide doc
7. ger User guide doc Integrity Manager system User guide The bottom of the Document Browser displays the status and information about your file uploads This status includes list of file names file size upload progress list of any errors file count etc You can clear the list by clicking on the Clear List Button Select Files Clear List ih TestFile txt 0 KB Error Upload failed Regulatory Tab The Regulatory tab allows you to align and approve changes to pipelines wells and facility Select with type of items from the three buttons along the top one for Pipelines Wells and Facilities Two columns will show up with items in each list Current and New This will provide a list of discrepancies between your current reported state and the registered licensed state Notifications Tab Integrity Manager also will notify you if certain flags or problems arise Under the Notification s tab you can setup Resource Manager who receives what notifications To BD DB create a new user click on the eB Kom e in the Resource Manager You can also find an existing user click on the icon and select them from the list Now that you have your user or group of users you need to select and add them to the Notifications dialog by pressing arrow button Notice the user name is now under Notification Notifications Unassigned Items Responsibilities Connectivity Amm
8. hat have a risk associated with them The items are separated into risk categories according your companies business practices The example chart shows the items separated into Not Assessed Low Medium Moderate and High risk categories The categories are separated as follows e Not Assessed Not enough information to produce a proper assessment Risk High 134 e Low A risk level between 1 and 4 e Medium A risk level between 5 and 10 e Moderate A risk z level between 11 and wo E ia 16 F e High A risk level between 17 and 25 Low 62 2 25 2011 12 48 00 PM Copyright 2007 Alfadata Technologies Corporation All Rights Reserved Page 8 Integrity Manager User guide doc Integrity Manager system User guide Drilldown You can click on the various pie pieces to drill down By clicking on Not Assessed you will be taken to the Deficiencies Chart to view why the risk assessments were not able to calculate Or if you click on any of the other assigned risk categories you will be taken to the Flag chart to see why it s getting its current risk rating Deficiencies The deficiencies chart shows all the current deficiency items grouped by type The possible item types vary but the intent of this chart is to provide at what type of problems have been uncovered in the company These items can prevent a proper risk assessment from being calculated and resulting in a Risk Assessmen
9. l button in the top left of the report and you will be prompted to save the report on your computer Excel 46251 3 8413 06 27 029 22 W4 08 27 029 22 W4 Natural Gas 30713 1 8605 08 27 029 22 W4 08 27 029 22 W4 Natural Gas 27131 9 T975 15 28 029 21 W4 10 28 029 21 W4 Natural Gas 46373 35 B272 07 10 029 21 WW4 02 10 029 21 W4 Natural Gas 35365 3 02T 05 15 029 22 W4 15 15 029 21 W4 Natural Gas Document Tab licensed feature The Document Manager is used to attach files to different company assets For example Microsoft Word Documents or Adobe PDF Documents can be associated with a pipeline or Protrend gas analysis reports can be associated with a well or coupon test results can be attached to a coupon fitting SYSTEM Minehead Area W 2 v Base BF CP Annual Surveys iy CP Documentation mA Abe ection Al I Mabel Mee eee eee You can navigate using the hierarchy tree or simply navigate the folders within the document browser You can drag and drop files much like any other file browsing environment To upload a file simply drag a file from your desktop to the document browser and place it into the desired folder You can also use the Select Files button this button will launch the file open dialog allowing you to select your desired file and upload to your current location 2 25 2011 12 48 00 PM Copyright 2007 Alfadata Technologies Corporation All Rights Reserved Page 12 Integrity Mana
10. ly to their actions and for Operations Management to jump specifically to items requiring their approval The Integrity Manager system includes several management level summaries intended to provide quick and accurate information about the current status of a particular area These are the Content Window tab s across the top Overview Tab 2 25 2011 12 48 00 PM Copyright 2007 Alfadata Technologies Corporation All Rights Reserved Page 6 Integrity Manager User guide doc Integrity Manager system User guide To obtain information about a particular Field or Area select the Field or Area from the Hierarchy Tree This will display a dashboard summary form the Area you have selected integrity Dashboard gt Crossfield As Of 15 Feb 2011 Statistics Assessments Deficiencies Flags Status Defaults Count Length Licensed Pipelines 245 246 By Substance Sour Natural Gas Fuel Gas Fresh Water Salt Water Natural Gas Oil Well Effluent By Status Operating Abandoned Discontinued Licensed Facilities Toolbar The Integrity Dashboard has a toolbar to perform some functions that apply to the whole dashboard The Print Charts button will print the current dashboard using the standard printer dialog Gi The Refresh Charts button is used to refresh the current dashboard If there have been any changes to the data from you using another Alfadata Integrity program such as the Schematics program or f
11. pprove a risk check the box to the right of the empty approver to approve all of the risks for this deficiency item check the box in the header When you approve a risk your name will appear in the approver column for that row Notice that some of the checkboxes are grayed out and cannot be checked This is related to your authority The authority level for the person this screenshot was taken for can approve risks up to a 4 any risks higher than a 4 will be grayed out That item will remain open until someone in the company with a higher authority level approves those risks 2 25 2011 12 48 00 PM Copyright 2007 Alfadata Technologies Corporation All Rights Reserved Page 11 Integrity Manager User guide doc Integrity Manager system User guide Assets Tab You will use the Assets Manager in order to get the information from Integrity Manager into a accet integrity spreadsheet There are a few report categories Production 1 mth by line including Data Management Asset Integrity Aarah 9 mth by line All Pipelines and Measurement When you clicking on the sist assessments category title it will expand and show the list of 5 7Ps0 P reports you can run Simply click on the report title to run the report Production 12 mth by line After the report has finished running it will display to the right You can simply view the report or export it to an Excel spreadsheet Simply click the Exce
12. rom another user in the system they will show up in the dashboard when you hit the refresh button Dashboard Header Along the top right side of the page header you can see which user is logged in and two user specific notifications My Actions and Pending Approval My Actions This summary is a count of all the items that have actions assigned to you that are not yet completed 2 25 2011 12 48 00 PM Copyright 2007 Alfadata Technologies Corporation All Rights Reserved Page 7 Integrity Manager User guide doc Integrity Manager system User guide Pending Approval aka Items Requiring my Approval This summary is a count of all the items that have risk values requiring approval that are appropriate to your level of authority Below this header is the current location and current date Dashboard Reports There are six reports Statistics Assessments Deficiencies Flags Status Defaults Statistics The first page that appears after the dashboard loads is the Statistic page cemsed Pipelines This page contains a breakdown of your selected division This quick Gas summary is created by grouping oie various categories together to Salt Water i Natural Gas provide valuable information at a Rp glance By Status Operating Abandoned Discontinued Licensed Facilities Assessments The risk assessment chart is a pie chart representing all the deficiency items in the area you have selected t
13. similar to the image above Navigation is on the left and on the right the main content windows You may need to contact your IT department to get a URL to your company s installation of Integrity Manager 2 25 2011 12 48 00 PM Copyright 2007 Alfadata Technologies Corporation All Rights Reserved Page 3 Integrity Manager User guide doc Integrity Manager system User guide Layout The layout is broken into two sections or sides Navigation and Content Navigation provides a menu for searching navigating your companies hierarchy and a section for help The Content section displays the desired information in various forms The Content section is context sensitive to what you have selected on your navigation side For example if you have Calgary selected in the hierarchy the Content side will contain information based on the Calgary location s Let s look a little deeper into these layout sections Navigation The Navigation menu looks like this H Hs Administration You can hide the menu at any time by clicking the button and shrinking the menu and increase the size of the main content area You can then bring the hidden menu back by clicking EB The individual menus can be expanded and collapsed by using the i oF and on each menu heading and to collapse all menus click lest Search Pipeline ID segment ID Document Search If you know the Pipeline ID or Segment ID
14. t of Not Assessed Drilldown Pressure 492 ran 7 Water Analysis 1076 F Pa Line Length 22 a W Production 9 mth 39 E e Wal Thickness 44 Outside Diameter 29 Production 12 mth 1103 Ni Gas Analysis 1275 You can click on the various pie pieces to drill down A list a deficiency articles will be displayed in the Results tab Flags The Flagged Items are deficiency items that have been flagged with a certain issue that needs attention These items do not prevent the risk assessment from being calculated but will result in default value used instead of more accurate values An example would be High Corrosion Rate or Low Liquid Velocity Drilldown Flagged Items F Moderate Corrosion Rate 810 Ps A High Corrosion Rate 934 Static Temperature 1 p Static Pressure 4 x N oY Be p4 P a awe Design Pressure 7024 ax hes 7 Production 1 mth 5330 Pa M Low Liquid Velocity 4801 u Se Na N Ye High Liquid Velocity 6 Extreme Corrosion Rate 602 Defauk Temperature 7520 You can click on the various pie pieces to drill down A list a deficiency articles will be displayed in the Results tab Status The Status Chart is used to show what state the deficiency items are in The possible states are as follows e Complete All the actions for this item have 2 25 2011 12 48 00 PM Copyright 20
15. the summary line this article has a total of three deficiency items and that all three of those items are open There is at least one action to be performed and that actions due date is April 7 We can infer from the name of the article 12301 1 07 24 014 17 4 To 01 04 015 16 4 that this is segment 1 of pipeline 12301 and it is licensed to flow from to the locations in parenthesis 2 25 2011 12 48 00 PM Copyright 2007 Alfadata Technologies Corporation All Rights Reserved Page 10 Integrity Manager User guide doc Integrity Manager system User guide name max risk min due open total ws 12301 1 07 24 014 17 4 To 01 04 015 16 4 6 00 4 7 2007 3 3 item type deficiency cause concern consequence safe guards E Messurement Risk Ranking recommendation mitigation follow up plan w o moc delegate target date complete example recommendation example example 1 1 Smith John 4 7 2007 4 7 2007 mitigstion followup hazard category type approver fr severity likelihood risk res sev res likelihood res risk Safety Details 3 2 8 3 2 8 Environment Details O 2 2 2 Business Interuption Details m 3 2 6 3 2 6 Media Exposure Details ri 2 2 4 2 2 4 Asset Damage Details O 2 2 4 2 2 4 Public Impact Details O 1 2 2 1 2 2 Regulatory Details O 2 2 4 2 2 4 Safety Details 2 3 6 2 3 g E Risk Ranking Risk Ranking e High Liquid Velocity High Liquid Velocity Equipment Damage Deficiency Items item type The first deficiency item me
16. you can jump directly to the desired information Simply enter the ID number into the search field and click search Document Search There is also a document search that will search through your stored documents and search for files containing the search string 2 25 2011 12 48 00 PM Copyright 2007 Alfadata Technologies Corporation All Rights Reserved Page 4 Integrity Manager User guide doc Integrity Manager system User guide Hierarchy British Columbia Central North Saskatchewan South Unassigned Lp lp lp lp ply The Hierarchy window contains a tree for navigating your company s logical divisions of assets The Hierarchy tree is broken down into three different levels these can be customized to align with your divisions e Areas e Fields e Networks Currently Areas and Fields are handled in the same manner and their terminology may be used interchangeably in this guide There are two ways to interact with the Hierarchy tree expanding the nodes and selecting the nodes Expanding an Area or Field Clicking on the plus sign to the left of an Area or Field will expand it allowing navigation to a network without displaying the Area Field dashboard In the case of expanding an Area you will see that they can contain additional Areas and or Fields In the case of expanding a Field you will see that they can contain one or more Networks Selecting an Area Field or Network
17. ystem allows management to easily see the status of detected deficiencies and allows employees to keep track of the actions that have been performed to help mitigate the risk associated with these deficiencies Operations Management can use Integrity Manager s Integrity Dashboards to get an overview of the company s performance at the company level area level system level or network level Management can drill into a network and examine or update mitigation plans concerns and consequences and approve risks Operation Engineers have the same dashboard overviews as management and can drill into the details to manage their specific actions and open items Integrity Manager is a web based application and is designed to work with Microsoft Internet Explorer web browser IE Search Fi Document Search Hierarchy TAQA NORTH British Columbia Central i North Saskatchewan South Unassigned b QuickSheet b Frequently Asked Questions Username ALFADATA sydenda l Administrator Guide Access Level Administrator W About Microsoft Windows NT 6 0 6002 Service Pack 2 2 Core Productio se roduction Licen DBMS Instance TEST10G Version 10 2 0 4 0 Data Mining Option True Use IE to browse to your company s installation of Integrity Manager once you have connected to the URL for your specific installation of Integrity Manager you should see a screen
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