Packs (Cable) - Intergraph Smart Completions - 5.3.6 - Help - Hexagon PPM

Smart Completions Help

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Intergraph Smart Completions
PPMCategory_custom
Help
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5.3.6

Packs are a group of assets performing a task.

You can view/ edit task information and also execute tasks offline in mobile applications.

How to download child assets and documents with packs

The Cable Pack module is designed to track tasks against “packages” of Cable tags. They are typically used for a more efficient method of performing installation checks etc. A Cable Pack will list all cables and each cable is listed as an object in the paper or digital form. The Cable Test Pack (CTP) is a made-up package that is typically imported, as well as the linking of cables to the CTP.

The following action buttons enable user to:

Assignment: Assign CTP Task(s)

Purge/Restore: Purge deleted CTPs permanently or Restore prior deleted CTPs

Create Form: Generate the CTP test forms (e.g. non-started smart form, mail merge form etc)

Scanned Forms: Download the uploaded/completed CTP forms

Package: Download the CTP package into PDF format (for printing), such as forms, datasheets, docs etc.

Execute: Loads the CTP Task for execution

Import: Loads the import view where user would browse to file, map fields, and import

Check-In/Out: Select CTP tasks (in secondary panel), then checkout to user

In order to perform CTP task(s) the following actions must be performed:

  • Create Pack Type(s)

  • Create a Task Model(s) configured for Cable Packs

  • Import list of CTPs Items, linked to Cables

  • Assign Tasks

Creating Cable Pack Types:

A project can define different type of CTPs if needed. This would be configured by selecting the Gear Icon at the bottom of the module, where one or more pack types (of Cable discipline) can be created.

The “Pack Type” module is used for all three (3) pack modules; Cable, Cable and Vendor packs. To create a new cable pack type, select New and ensure it has a unique pack type name and is associated to the appropriate discipline (e.g. Cable).

Creating Cable Pack Task Model:

Configuring a Task Model for a CTP, make sure CABLE Discipline and pack type (for cable packs) are selected. This will inform SC the task model is only associated with cable packages.

Once a TM is configured for a Pack, then there are additional options for the inspection steps configured in the smart form. Almost any inspection step can be used for a Pack, however there is a specific Cable pack inspection step(s) that will automatically list each cable in the pack. Once any of these inspection steps are assigned to the Task Model, a user can configure the inspection step to show “show Children” which will automatically list each cable associated to the CTP.

Importing Cable Packs: Importing Cable Packs can be simplified by using the import template found in the import module and can be provided by your administrator. The XLS file will require a unique PTP Number, associated Lines, and reference to the system or subsystem the PTP is assigned to.

Assigning Tasks to Cable Packs: Assigning CTP tasks can be performed from the Task Model module, where all CTPs can have a TM assigned in one go. They can also be assigned within the CTP module where specific CTPs can be filtered and assigned on an as-needed basis.

Using the “Assignment” button a user can assign tasks using three (3) methods:

  • Manual loads CTP edit form, and provides user ability to assign any task model(s)

  • Profile loads CTP edit form and automatically queries for the task models that are “active” and are configured for CTPs. User selects TMs they wish to assign.

  • Auto loads the task “assignment wizard” which will list “cable pack types” and counts, then selects the pack types, which will then list ALL of the Cable Test Packs, and user can then select, all or some of the CTPs to assign tasks. A CTP will be shown twice if there are two (2) task models configured for the same cable test pack type. Auto is quickest and most used method as it standardizes planning and execution.