WORK ORDER MANAGEMENT

Jan 2015
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 OVERVIEW OF THE PRESENTATION

INTRODUCTION

PREPARATION OF THE WORK REQUEST

PREPARATION OF THE SWITCHING ACTIONS

EXECUTION OF THE WORK PLAN

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 INTRODUCTION

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 WORK ORDER MANAGEMENT
OVERVIEW
● Work order management application is a part of the ADMS solution

● It provides the utility with the tool for management of the planned and
unplanned activities in the network

● Usually, these activities imply isolation of the specific network parts in order
to prepare them for various types of maintenance or construction work in
that area

● Work Order Management includes the process of submitting work requests

for the review and approval by the control center, operating entities, and
resource planners

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 WORK ORDER MANAGEMENT
OVERVIEW
● On the example of one medium-size distribution network scheme, the whole
process of creation, preparation and execution of a work order will be shown

● In the presented example, the work order will contain the actions for
isolation of one feeder section for the purposes of the section isolation
replacement

The section that will be selected for the isolation

The schematic and geographical view of the network
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 PREPARATION OF THE WORK REQUEST

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PREPARATION OF THE WORK REQUEST

● The first step of the process of planning an activity in the network is to fill the
formal work request
what is requested,
by whom,
when and why?
● One work request contains all relevant information (project configurable)
in the given example, the replacement
about the planned activity: the data about the responsible party in the
of the highlighted section’s isolation will be done
header and the equipment that will be necessary for the operation in the
body
the equipment that should be
isolated for the requested work

The work request

Preparation form request
of the work
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PREPARATION OF THE WORK REQUEST

● The next step is to determine the necessary isolation points that will enable
the requested activity to be done properly
Section that will be isolated

● The user can specify the necessary isolation points or let the system
determine them based on the requested equipment for the isolation

Preparation of the work request

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PREPARATION OF THE WORK REQUEST

● The necessary steps for the preparation of the work request are now done,
and the created work request is visible in the Work Request Browser

● Since no actions have been taken yet, the state of the new work request is
set to ‘draft’

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 PREPARATION OF THE SWITCHING ACTIONS

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PREPARATION OF THE SWITCHING ACTIONS

● Once the work request is prepared, the distribution utility has to determine
the switching plan for the isolation of the section that will be operated

● The operators can specify the switching steps on their own or with the help
of the system

Steps determined by
the system
Preparation of the switching plan

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PREPARATION OF THE SWITCHING ACTIONS

● In ADMS software, prior to any change of dynamical state of the device or

submitting the switching actions, all requested changes are simulated and
the simulation results are presented to the user

Violation results are colored according

to the●result
In this(message) severityviolations
way all potential (configurable)
are detected on time, and user is warned
about the possible consequences of the requested action(s)

The validation has detected a

possible violation (error)!!
● This process is called Validation and it is a necessary step prior to
submitting the created switching plan

Validation of the switching actions determined by the system

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PREPARATION OF THE SWITCHING ACTIONS

● System determines the steps for isolation using the “Element Isolation”
function, however safety rules for the planned work in the network can have
some special safety requirements (project configurable)
After adding the additional actions,
therethe
● In case of the unsatisfying validation results, areuser
no potential violations
can modify the in the
switching plan for
and try again validation results
switching actions
preparing the terrain
for● In
thethis case, the
requested validation results have detected an omission of the section
work
grounding
(section so the user can add additional steps to the switching plan : place
isolation)
temporary grounding
switching actions for
returning the section
● Aside
into from the
its normal actual switching actions, the switching plan can contain
state,
information
after the work notes
has for the operators – the example will be presented
been done Adding thethe
Adding temporary grounding
information note forplacement action
the operator
New validation results
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PREPARATION OF THE SWITCHING ACTIONS
The Work Requested status after
it has been approved
● After the switching plan is created and approved, the work request creation
is completed

● According to the utility regulations, the actions for submitting and approving
of the particular steps in the entire process of the work order management is
configurable

● After the work request has been approved the whole process of the
preparation for the work in the field has been done

The status of the Work Request in the Work Request

Browser after the process of its creation is done
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 THE EXECUTION OF THE WORK PLAN

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THE EXECUTION OF THE WORK PLAN

● Work plans are usually scheduled a few weeks in advance

The example shown in this presentation

● In this section, the example of the actions following the actual execution of
the work plan (when the scheduled moment has come) will be presented

The overview of all scheduled operations in a specific time period is provided

for the user in the Work Management Gant Chart
● Also, the possibility to schedule emergency work plans is provided, however
the following procedure is very similar (the time before execution and the
process of approval in the utility is the only difference)

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THE EXECUTION OF THE WORK PLAN

● The execution process is led by the operator in charge in the control center

● The operator can execute switching actions directly in the control center if
the remote control of the corresponding equipment is provided

● If, however, no remote control exists or it does only on some of the selected
devices (which usually is the case), the operator leads the process from the
control room with the help of the field crew

● The latter case will be shown

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THE EXECUTION OF THE WORK PLAN

● The first step is to assign the crew which will execute the operations in the
field

The properties
(informational data) of each
crew are provided

The operator is provided with the

list of all crews

Assigning the crew to the work plan

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THE EXECUTION OF THE WORK PLAN

● Once the assigned crew arrives to the requested position in the network the
work plan execution can start

● The field crew and the operator in the control center can communicate via
telephones, radios or field clients, if provided

● In the presented example, the communication via field clients will be shown

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THE EXECUTION OF THE WORK PLAN

● The field crew and the operator in the control center communicate via
some sort of the field client (lap-top, smartphone, tablet)

Work plan from this example

● Each crew must login into their field client with their unique credentials
(safety measures are configurable)

● On the field client the crew has an overview of the tasks they are
assigned to

Fieldview
Network
Field client
client dashboard
from the
login field client
page

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THE EXECUTION OF THE WORK PLAN

● When the crew selects the task from the dashboard, they can see the task
details...

● ...as well as the list of all operations that need to be done

The The
informational
list of switching
data about
operations
the task
that
selected
shouldfrom
be executed
the dashboard

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 THE EXECUTION OFTheTHE WORK PLAN
crew executes the action
When the crew receives the notification
manuallythat the particular actions has

● Once
been issued,
the crew
The action has in thecolored
been field is ready,
green the operator issues the switching
instructions
they click in
thethe controlbutton
proceed centerand actually execute the required action
(visible marking of the executed
action is configurable) and the
network state has been updates – the
changes are visible on the network
● The crew executes the instruction in the field. Once the execution is done,
view
the field crew confirms the switching action on the field client
Once they are
The operator
finished they
initiates the process
confirm that the
of the
action●has been
The filed client communicates to the control center and the stateofofthe
the
execution
executed on thein the ADMS software application in the control center is
network
switching actions
field client
automatically
The updated
field crew executes the issued switching command

The ADMS application

Issuing view in the
the switching control
action center
in the after
control the execution
center

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THE EXECUTION OF THE WORK PLAN
The computer version Safety Document
● The operator and the field crewoverview (project
execute all configurable)
the actions for the section
isolation (electrical precautions) in order to prepare the section for the
scheduled work

● Once they are executed the field field crew hands the safety document
claiming that that area is now safe for further operation

Once the safety document is

handed over, it is confirmed
in the field client
Thesection
The isolated isolated section presented
presented onand
on the view the the
geographical view marked in
executed actions
the switching plan
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 THE EXECUTION OF THE WORKAfter
PLAN the appropriate
form of the safety
document is filled, the
safety document can
be responsible
● While the safety document is in the possession of the party returned for
the field work, the operators are not allowed to operate on that network part
(all regulations are project configurable)

On attempt to remove the safety tag on the fuse

belonging to the section that is being operated, the
error message
● When the responsible appears
party returns the safety document, it is possible to
operate on that network part again and it is operators responsibility to return
the section’s state to normal
Once it is
returned, the
operators can
proceed to
returning the
section to its
normal state
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THE EXECUTION OF THE WORK PLAN

All actions are executed, which is

● The operator and the crew proceed to indicated
returning the section to its normal
state. The execution of the switchingwith the isgreen
actions donecoloring
in the same way as
The work
already described
plan is
(configurable)
completed and it can
now be archived
● After all the actions have been executed the resultsThe are section
again visible on theto its
is returned
network view
The work request from this normal state – which can be
example seen on the network view
● When the completed work plan is archived it is stored in the Historical Work
Request Browser (from which it can be accessed and all its necessary data
can be found at any time)

The completed work request

The complete switching plan for the work plan execution
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Thank you