(Please note: This is temporary documentation supplied to EtaPRO users until more complete documentation is available.)
Issue Tracker is a Fleet-wide case management system for EtaPRO APR. It combines the Concerns Viewer tab, the Faults tab and Issue Tracking. Items to be discussed in this tutorial are:
Scope of Fleet-wide Asset Inventory
The Issue Tracker, which is Fleet-wide in its scope, can reside on a server that hosts an EtaPRO server or on a separate server. It has its own database. The Issue tracker can combine Concerns from all EtaPRO servers that it can see. It can track Issues associated with all these units. GP suggests that the user have one Issue Tracking database instead of multiple databases. The reason is because of the user definable columns. With one database the user will not have to worry about making sure newly added columns are consistent across all the databases, because there will be but one.
Issue Display Filtering, Grouping, Searching and Flexibility
Issues can be filtered or grouped by any number of columns and sorted by one column. Filters can be saved. Multiple concerns and cross asset concerns can be associated with one Issue.
Issues can be grouped by any column. And control-F find can be used to search the grid. The column order of the grid can be adjusted and saved. Right click on any column header and select “Save Column Layout”.
Right clicking allows the user to view and edit Issue. It cannot be edited in the grid. The user may also show the Concerns associated with this Issue in the Concerns Viewer to see the current conditions. Trends appear based on the time the Issue was created and closed. Finally Print Preview allows data to be exported to several formats such as PDF and Excel.
Issue Configuration Flexibility and Details
When the Issue is viewed the options are given to Edit or Resolve. All the Issue fields are shown. They include drop down lists which require specific items, text boxes that receive any text, numbers or a rich text box that receives formatted text and pictures. The application comes with the ability add or hide Issue Fields. The Fields can be ordered on the form.
Resolve closes the issue with a Closed date. Closed issues can have some data modified by Reactivating a resolved Issue. Edit allows certain fields to be edited and more text and pictures to be put in the Description field.
Generate Report allows a report to be generated for this Issue only using the information displayed in the form.
The fields of the Issue are configurable in Asset Editor. The fields shown are the standard fields. Existing fields can be hidden. New fields can be added. Available types are:
Drop-Down lists accept a list of items and a default value.
Differences and Interactions between Concerns and Issues
Select Concerns to Create Issue
Concerns are anomalies identified by APR. An analyst then determines what to do with the Concern. If it has returned to normal it is cleared. If it needs analyst or plant action, it is moved to Issue Tracking so that the action and results can be tracked. Multiple Concerns across assets can be associated with an Issue. Select a Concern and use Control or Shift in the normal way to select Concerns. Then from the right click menu select New Issue.
The selected Concerns get associated with the Issue. Other Concerns can be associated later. Some fields are populated with available data.
The asset has an equipment and a section. This might be a Gas Turbine and WheelSpace model. Filtering by Gas Turbine will allow one to see all the Gas Turbines in the fleet. Further filtering by WheelSpace will display only the WheelSpace Issues.
One can also select a NERC Code which is connected to the Equipment Section. Or NERC Codes can be selected from the entire NERC list.
Select Issue to Display Concerns
From the Issues tab, the trends of the Concerns associated with that Issue can be displayed. When an Issue is selected on the Issues tab and the right click menu “Show Issue Concerns” is selected, the Concerns tab will display the Concerns associated with the Issue. The time period plotted will be slightly before the Open Time to the Closed Time or the Current Time if the Closed Time is blank.
Interactions between Faults, Concerns and Issues
When a Fault is detected, it is listed in the Faults tab. Right click and select “Show Fault Tags” to display the tags in the Concerns tab. From the Concerns tab select the Concerns that should be associated with the Issue. Then right click and select “New Issue”.
When an Issue is resolved, the Concerns associated with that Issue are cleared.
One drawback is that there is no EP Trendsetter.
Managing Filters for Concerns and Issues
Filters can be created for both the Concerns and Issue tabs. There are two methods of creating a filter.
1. Right click on the grid header and select “Filter Editor…”
2. Hover over a column header and click on the filter icon,
The filter ends up at the bottom of the window, where it can be deleted or edited.
The filter can then be saved. Saved filters can be edited or deleted.
Filters are for the user only, but during editing a filter can be set as shared with all users.
Filters are invoked by selecting the filter from the drop down list and checking the box.
Extracting Data from Grids
The Concerns and Issues grids allow the user to export selected data to various file formats.
Reports using the Data Grid
Once the grid has been filtered and sorted to display the desired data, right click and select, “Print Preview”. From the preview, select File > Export Document and select the format of the export document. Only textual data is displayed. Trends are not displayed.
Issue Reporting is available from the Issues tab. The Report button accesses multiple Issue reports.
Single Issue Report
When a single Issue is open, the Generate Report button allows the user to select the Issue attributes that should be in the report. Clicking on Generate Report allows the user to select from various report files.
The Report button allows the inclusion of a text summary and a selection of attributes to be displayed in the report. The Manage button allows reports to be opened from files or the database. Report files can be imported to the database.
Standard and Specialized Report Files
There is underlying software to edit reports. This will not be revealed because GP is not prepared to document and support the software. GP will configure reports on a T&M basis.
The data from the Issues grid can be analyzed by filtering, grouping, counting and calculations.
Dragging and dropping columns allows totalizing to a pivot grid. New columns can be created based on contents of other columns. These can be saved as files or opened from files. They can be saved to a database for use by all users.