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`PROVISIONAL APPLICATION COVER SHEET
`Qt is a request for filing a PROVISIONAL APPLICATION under 37 CFR l.53(c).
`>-I
`. ___ ress to:
`
`Commissioner for Patents
`P.O. Box 1450
`Alexandria, VA. 22313-1450
`INVENTOR(s)/APPLICANT(s)
`
`Docket Number
`
`062750-00100
`
`LAST NAME
`
`FIRST NAME
`
`MIDDLE
`INITIAL
`
`McElroy
`
`McElroy
`
`Samuel
`
`Jack
`
`Sean
`
`Kirk
`
`Salt Lake City, UT
`
`Denver, CO
`
`RESIDENCE
`(CITY AND EITHER STATE OR FOREIGN COUNTRY)
`New Town Square, PA
`
`.... --~~
`~~
`.....
`.
`-=
`
`PJ
`C) ......
`::;;• ~
`N
`N ......
`
`U)
`C)
`
`D Additional inventors are named on separately numbered sheets attached hereto.
`TITLE OF THE INVENTION (280 CHARACTERS MAX)
`
`.
`
`'
`
`.
`
`...
`
`BLANK ROME LLP
`THE FARRAGUT BUILDING
`SUITE 1000
`90017TH STREET, NW
`WASHINGTON, DC 20006
`TEL (202) 530-7400
`FAX (202) 463-6915
`
`Planning and Scheduling Tool Assistant
`
`CORRESPONDENCE ADDRESS
`
`11111111111111111111111111111111111
`27557
`
`PATENT TRADEMARK OFFICE
`
`l2l Specification
`D Drawing(s)
`
`Number of Pages:
`
`39
`
`Number of Sheets:
`
`ENCLOSED APPLICATION PARTS
`D Application Data Sheet
`D CD(s), Number
`D Other (specify):
`METHOD OF PAYMENT
`l2l Applicant claims small entity status. See 37 C.F.R. 1.27
`
`1:8:l A check or money order is enclosed to cover the Provisional Filing Fees
`
`PROVISIONAL FILING FEE
`AMOUNT
`$80.00
`
`1:8:l The Commissioner is hereby authorized to charge filing fees and credit any
`overpayment to Deposit Account Number 23-2185
`The invention was made by an agency of the United States Government or under a contract with an agency of the United States
`Government.
`0 No.
`D Yes, the name of the U.S. Government agency and the Government contract number are:
`
`May 22, 2003
`DATE
`
`Peter S. Weissman
`
`Registration Number 40,220
`
`CiM Ex. 1006 Page 1
`
`

`
`The
`
`P1anning and Scheduling Tool Assistant
`
`· User's Manual
`
`PaSTA Manual v3.5
`
`062750.00 l 03/35345898vl
`
`~EPf21
`
`isoLUTIONS
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`~-
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`PaSTA User's Manual Table of Contents
`
`3
`PURPOSE: .........................................................................................................................
`WORK WEEK ASSIGNMENT TOOL FIELDS/ BUTTONS •...............•.•...............•• 4
`WORK WEEK MANAGEMENT FORM FIELDS /BUTTONS
`.........•...................... 5
`COLUMN HEADERS
`......................................................................................................
`6
`1. LAUNCHINGPASTA
`••.•.............•..•................•.••...........•.•..•................•...........•....... 7
`1. HOW TO SCHEDULE WORK INTO T(?) WEEKS
`........................................... 9
`2. HOW TO UPDATE TO WEEK ..•....•••.••..............••••.........•.••••.•••.........•................. 13
`3. METRICS AND TREND CHARTS ......................................................................
`15
`4. RIGHT CLICK MENUS ........................................................................................
`17
`LEVEL ONE USERS ......................................................................................................
`22
`LEVEL TWO USER .......•................•.........••..•••..••...•....•..••..............•••..••......•.•.•.••.......••. 23
`ADMINISTRATION
`......................................................................................................
`23
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`
`Purpose:
`This document is intended to inform the user on the process of how to:
`• Schedule
`• Update schedule
`• Use of right click menus
`
`PaSTA was developed to allow an organization to take full advantage of EPRisolutions
`"Work Control" process. In addition the organization's planning and scheduling efforts
`will reap great benefits around: rhythm, budgets, morale, cost etc.
`
`This manual is laid out as follows:
`1. Defining work week assignments, work week management forms and column
`headers
`2. How to launch PaSTA and "log on"
`3. How to schedule work
`4. How to update scheduled work
`5. How to add emergency and/or sponsored work
`6. How to use right click menu features
`
`PaSTA Manual v3.5
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`

`
`Work Week Assignment Tool fields / buttons
`
`)
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`

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`VV <lD1rLk
`Jt»1rQJl(C(e§§
`
`_ .. ,~= .;;:;'~';_.~~-""·--:.~.;~~~==~~7"1
`
`'
`
`Work Week Management Form fields/ buttons
`
`Crew:
`Week of:
`Planned
`Unavailable Time
`Unplanned
`Unavailable Time
`
`Allows user to select a desired crew
`Allows user to select the desired week with the arrow or a dro down calendar
`This area is used for hours that are not tracked on work orders (WO), i.e. vacation,
`holida
`, sick leave, off da s, o erations, etc.
`This area is used for hours that occurred during TO that were not scheduled, i.e.
`trainin
`, meetin s, emer enc vacation, etc.
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`

`
`Column Headers
`
`Craft Assi ned
`
`Outa e or Not
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`1. Launching PaSTA
`
`To launch the PaST A Program:
`Double-click PaST A Icon if available,
`
`If not:
`
`Go to Start at the bottom left of your screen
`};> Programs
`};> Pasta
`
`Main Entry Screen Appears
`)"' Enter user name (This is set
`by PaST A system
`administrator. This can
`be anything, suggest
`using your system log on
`name.)
`
`)"' Enter Password (This can be
`anything, it will never
`If this is a first
`change.
`time login into PaST A
`you will be asked to
`confirm your password.)
`
`.
`i
`i .~ ll~ Nclflie:
`i---
`! .Easswoh:I:
`!·-
`
`-D,, Confirm password
`
`'~i
`
`•
`
`O
`
`The next screen to appear is the Front Page: (single
`click on the parse to go to the desired screen. To
`exit the program click on 'x' in the upper right
`comer or !:,ile - £Xit.)
`
`0
`
`LM! Cl,IMS Update:ITT/13/200310:20:25AM
`
`Update
`
`l.4xiate Labor Hours·
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`
`(fi.»aS'l'A fVJfaJrnuali)
`
`• Sort and edit work orders
`• Review schedule,
`unscheduled work by unit
`and system
`
`• Shift work to a different crew
`• Sort and edit work orders
`• Set daily schedule
`• Set indirect work
`• Manage emergent work and
`unplanned, unavailable time
`
`Work Week Management Assignment:
`• Schedule, unscheduled work
`• Reschedule, scheduled work
`• Unschedule work
`• Search for work orders
`• Schedule for different crews
`
`Work Week Management:
`• View a crew's work week
`• View a work week by system
`and unit
`• Reschedule work
`• Unschedule work
`• Search for work orders
`
`Export a Schedule:
`Export to Primavera
`
`Management Reports:
`Reports, charts and trends are accessed
`
`Administration:
`Only administrators have access to this area. This area allows the administrator
`1. Set up users
`2. Edit interlaces
`
`to:
`
`! Last ctiivis Update@i13~20031020:25AM
`I
`!,
`Updat~:l
`
`• Update: allows level 3 users to update PaST A
`• Update Labor Hours: allows level 3 users to update
`all the actual hour. Three possible scenarios:
`1. WOs schedule in TO are populated with hours
`2. WOs not scheduled in TO or unscheduled are
`copied into TO as sponsored work, sponsored by
`and labor update. The WO(s) will remain in their original schedule or
`unscheduled
`location.
`3. WOs not in PaSTA will be placed on an exceptions list.
`
`Update labor Hours
`
`View Exceptions List
`
`•
`
`View Exceptions List: Displays all WOs not in PaST A that had hours charged to
`them during TO
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`
`1. How to schedule work into T(?) weeks
`
`Log onto PaSTA and click on the Work Week Assignment Tool:
`
`; '8. ; · Work Week Assignment
`
`The following screen will be displayed
`
`If
`
`1.1 Update
`• Look in the 'Last Updated' window.
`PaSTA has not been recently updated
`click on the 'Update' button. You will
`be asked if you want to import new
`records, YES. This process may take
`several minutes, depending on the
`number of records to be imported. The
`counter on the lower left of the screen
`will tell you how many records have
`been imported and the total to be
`imported.
`
`1.2 Choosing a crew / unit / system to modify
`• First choose the crew, unit or system from the drop down list, located on the top left side
`of the screen
`Then filter by: All, current crew or date initiated, located top right side, left drop down
`Then, if desired, sub filter by: All, Planner Assigned and Ready, Planner Assigned and
`Not Ready, No Planner Assigned or Status= C (complete)
`
`•
`•
`
`1.3 Scheduling work into T(?) weeks
`•
`Choose a work order by left clicking on it and dragging it to the desired week .
`Note: Holding down the shift key while dragging a work order is the same as using the
`'copy to' function
`
`Or
`•
`
`Left click on the work order, then right click and choose from the menu to either 'move
`to' or 'copy to'
`'move to' will move the work order from one 'grid'
`o
`'copy to' will leave the work order in the originating
`o
`into T week desired
`
`to another
`'grid' and also place it
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`

`
`1.4 View scheduled work on the Work Week Management Form
`Left click on the 'work week management form'
`
`V,IO..blion
`Hofi<!;>t
`~l~aff
`
`Siok
`T~alnil"lg
`MHti~g
`Community
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`
`----
`
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`
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`
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`

`
`Indirect work Area
`1.5.1
`First, fill in the 'Indirect Work' and 'Planned Unavailable Time'. This will set the total net
`hours available to schedule.
`• Type in the total hours that will not be available during the week, by day
`• Schedule indirect work orders (IM) by placing the daily IM hours into the
`corresponding days of the week
`Note: The '#' sign before each day of the week is the total number of resources to be used
`that day for that particular work order. The hours placed under the days of the week are
`total duration hours for the day.
`
`1.5.2 Planned Area
`Fill in the scheduled hour for each work order (total duration hours per day)
`• Review all work orders to ensure that they are complete and properly coded
`• Ensure that Planned Hours (P Hrs) are correct
`• The foremen provide the days of the week and work hours to the coordinator
`build the schedule.
`·
`Note: The '#' sign before each day of the week is the total number of resources to be used
`that day for that particular work order. The hours placed under the days of the week
`are total duration hours for the day.
`
`in order to
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`1.5.3 Metrics
`This area displays leading metrics.
`* Work Week Management
`
`.< -J · ·-,,.;;;, ;i'
`
`:-,
`
`1. Ensure that the number of 'Gross Available Manpower Hrs' is correct (the
`number of resources in a crew times the number of hours in a week, e.g. 10
`resources x 40 hours= 400 gross available hours)
`2. Once a week, input the 'Back Log Man Hrs' and'# Of Back Log Work Orders'.
`This should be done at the same time each week, Friday morning before the
`Friday work control meeting.
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`

`
`2. How to update TO week
`2.1 Emergent Work (emergency-sponsored) Work Week Assignment Tool
`To place emergent work into week TO start on the 'Work Week Assignment Form'. Drag the
`desired work order from the unscheduled side (right side) or from a (T?) week into the TO-week.
`When this happens a message box will appear asking you to set the work order to either emergency
`work (E) or sponsored work (S) and enter the name of the person requesting the work.
`
`........ ...... .. . .
`..
`..... . . ...
`. . . .. ... .. .. tl1Wl11x,·11,+.c·'.~·?.~::±
`Gil~u®
`,Be YJew
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`i
`
`~:~~ .. u~~:j11211200J102nPM I~.,
`
`I-~cheduled W,otk. ·---,~-·-···--·~;::,_·-:cF::::r?;'?'~,..,_.,.. .-
`
`·G.~lo<T"?> ··-
`
`1
`
`Emergency (E) work is coded red and sponsored (S) work is coded blue
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`

`
`2.2 Emergent Work (emergency - sponsored) Work Week Management Form
`
`2.2.1 Emergency and Sponsored work
`• After emergent work has been added to TO it will be placed into the 'Emergent Work'
`section of the Work Week Management Form.
`
`2.2.2 Unplanned Unavailable Time
`It is necessary to identify all hours, during TO, that were unplanned and place them in
`•
`the 'Unplanned Unavailable Time' section.
`• The total amount of overtime accrued during the week will to be entered into the
`'Overtime' section during the labor update.
`Note:
`It is important that progress,
`'Prog', is captured for each WO. The '#' sign before
`each day of the week is the total number of resources to be used that day for that
`particular work order. The hours placed under the days of the week are total
`duration hours for that day.
`
`2.3 Planned work area updating:
`• Actual hours (A Hrs) include straight time and over time will be updated via the
`labor update.
`o 8 hrs of straight time and 2 hrs of over time= 10 actual hours worked
`Note: Ensure that all actual hours (A Hrs) are accurate and complete
`• Ensure that the pr~gress (Prog) for each work order is accurate.
`o C (complete)= all work planned for the week is complete. This does not
`have to mean that the job is complete or that the work order is closed in the
`CMMS
`o R (rolled) = a job that was not worked or completed and had to be rolled to
`another week.
`A 'C' will be placed in the Prog if the WO was closed during TO
`
`Note: Once you have set the schedule for the work week do not readjust the scheduled
`hours (you can move the hours to a different day but, this in is not
`recommended). The foremen are responsible for the TO schedule. The foremen
`are responsible for all work on the schedule and updating the coordinators with
`actual hours and whether work is complete or rolled to another week.
`
`CiM Ex. 1006 Page 15
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`

`
`3. Metrics and Trend charts
`
`3.1 Metrics Definitions:
`
`Gross Available Manpower Hrs =
`# of craft in the crew (excluding the foreman) x 8 hrs per day x 5 days per
`week
`Total Unavailable Manpower Hrs=
`"IM" (Indirect Maintenance)+
`the planned unavailable time
`Net Available Manpower Hrs=
`Gross available manpower hrs - total available manpower hrs
`Backlog Man Hours =
`Current open backlog work order man hrs (excluding annual and maintenance
`shutdown hours)
`# Of Backlog Work Orders =
`Current open backlog work order count for the crew
`(excluding annual and maintenance outage work orders)
`Resource Utilization =
`[Actual hrs charged (includes OT)+ emergent hrs]/
`[Gross available man hrs+ unplanned overtime]
`Backlog Weeks =
`Backlog man hrs/ Gross available manpower hrs
`Sponsored WO =
`Total number of sponsored (S) work orders
`PM Compliance(%)=
`# of completed PM work orders (Prag = C) / # of scheduled PM's work
`orders
`SA Compliance =
`# of completed SA work orders (Prag= C) /#of scheduled SA work orders
`EN Compliance =
`# of completed EN work orders (Prag = C) / # of scheduled EN work orders
`Actual Hrs=
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`

`
`Total 'Planned Work' actual hours (straight time and overtime hours) that
`have been charged to scheduled work
`Actual Unplanned Hrs =
`Total hrs (straight time and overtime) charged to 'Emergent Work'+
`'Unplanned Unavailable time'
`Scheduled Work =
`Total scheduled hrs for 'Planned Work' for the week
`%Scheduled =
`Total scheduled hrs, for the week/ Net available man hrs, for the week
`Net Hrs Accounted=
`[Actual hrs (scheduled work + IM's + planned unavailable + emergent work
`+ unplanned unavailable)]/
`[Gross available man hrs+ unplanned overtime
`hrs]
`Indirect Work =
`Sum of actual hrs for indirect work "IM's" (excluding foremen's time) I
`Gross available manpower hrs (excluding foremen's time)
`CM Hrs=
`Actual hrs charged against scheduled "CM" WO's I
`Total actual hrs charged (planned+ emergent)
`PM Hrs=
`Actual hrs charged against scheduled "PM" WO's /
`Total actual hours charged (planned+ emergent)
`PR Hrs= (Proactive hours)
`Actual hrs charged against scheduled "PR" WO's /
`Total actual hrs charged (planned + emergent)
`CD Hrs= (Condition Directive)
`Actual hrs charged against scheduled "CD" WO's /
`Total actual hrs charged (planned+ emergent)
`SA Hrs=
`Actual hrs charged against scheduled SA WO's I
`Total actual hrs charged (planned + emergent)
`EN Hrs=
`Actual hrs charged against scheduled EN WO's /
`Total actual hrs charged (planned+ emergent)
`Sponsored Hrs=
`Total hrs charged against Sponsored work /
`Total actual hrs charged (planned+ emergent)
`Emergency Hrs=
`Total hrs charged against Emergency work/
`Total actual hrs charged {planned+ emergent)
`
`Sch. Compliance WO# =
`Work orders completed (Prog = C) / Work orders scheduled
`Sch. Compliance Hrs =
`Completed actual hrs (Prog = C) I Scheduled hrs for scheduled activities
`
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`

`
`Planning Effectiveness =
`1-[Absolute value of (scheduled - actual hrs)/ Scheduled hrs (Prag= C)]
`WO Completed w/out Hours =
`Total number of completed jobs (Prog = C) with no actual hrs
`
`3.2 Trends:
`To access trends
`Click on the desired leading metric (this builds a trend chart for that metric).
`
`Or use Management Reports, Front Page
`
`Management Reports
`
`To add additional metrics, change date range and/or crew select 'Report' from the file
`lili%,,.,:~.Tic1~1.
`menu bar located top left of the screen and select:
`
`Range - allows the desired date range to be selected
`•
`IO week (default)
`•
`l year
`• Custom date range
`
`Content - allows the desired crews and metrics to be selected
`Crews: choose one or several crews using the shift or control keys or select the all
`button at the bottom right to select all crews.
`Content: choose as many metrics as required (one to all). All metrics are weighted
`numbers; the raw numbers are used for calculations .
`
`•. J,,f=,' '·'"''.[=
`
`,V~,.~.:;~;:~J
`11~-=-lf~tJrtrd
`Lj
`
`.
`
`;
`
`4. Right click menus
`
`4.1 Right clicks for the Work Week Assignment Tool
`
`' AssignP~
`...
`: Planning·corrplete
`Below are the menu items associated with 'right clicks' on the Work Week
`Assignment grids. The user needs to left click on a row and then right click on that ' . ~ no_t o;,rrl)ley i
`Move To ...
`C9pyTo ...
`
`!::gy-~
`== i i
`.. ·., ·P•o•L•';>-T·1~-N·!-------------1-7
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`

`
`record (This ensures that the desired record is selected). Once the user right clicks
`the record it will be highlighted.
`Note: If the record does not highlight, then left click on it again. Once highlighted,
`right click again.
`
`• Assign Planner ...
`Choose the initials of the person assigned to the record. If no one was
`previously assigned, the record will change from:
`
`{;): Assign Planner.
`
`i:t:~1:..1~.fi8lj
`·1
`
`f
`
`m
`
`,,'""~·~-~.
`
`.., 1 T
`PK
`BWS
`l=I•·
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`· jrnRNINSP.ECTJONgooR·ARouNo\~
`·1 I ~ ·
`light red
`~jo2.CJ0?2;30::oo.orj
`';QlE
`to yellow. __ 01_E _ _,_I 0_2_-o_os_2_31_-o_oo___.1'--1__.1_s_c_s
`
`_ _...l_Tu_R_N_1N_s_P_E_c_T_1o_N_o_o_o_R_A_R_o_uN_D __
`
`• Planning complete & Planning Not Complete
`Planning complete changes the record from yellow to green & planning not complete revises
`the green to yellow.
`Yellow
`to
`Green
`OE \02.oo82l00l I 1 ! ~ 111.ffJtmCl(fjOOJlAfO.IIJ
`f~·i™:J3::fil\m;;J:+~i+'zk
`Note: This indicates that all the planning has taken place, i.e. all materials, parts, craft and
`If you right click on a green record the user has the option to set the
`venders coordination.
`record to "Planning not Complete".
`t#L·\Ii;~·
`r·
`....
`f
`
`• Move to ...
`Allows a record to be moved to another week and/or crew.
`
`• Copy to ...
`Allows a record to be left where it is and be copied to another week
`and/or crew.
`Note: Records cannot be moved from TO, only copied.
`
`• Delete
`This will remove the record from PaST A.
`Note: This should only be used if you have copied a record and did not intend to or if you
`no longer want to see the record in PaST A. If a record is deleted by accident you will have
`to go the EMP AC and reschedule the work order and update PaST A, this will bring the
`work order back into PaST A. A message will display if you try to delete the last instance
`of that record. You will be prompted to continue or not.
`
`• WO View ...
`This will display all jobs with the same work order number, regardless of whether it's scheduled
`or not or been assigned to a crew. The user can select the record and click on the SEEK, lower
`left comer, and the user will be taken to where the WO is scheduled/unscheduled.
`
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`

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`• Sort ...
`Allows the data to be sorted in one to three different columns in
`ascending or descending order.
`
`4.2 Work Week Assignment Tool: scroll bars
`
`The right click menu for the scroll bars is as follows:
`
`•
`
`•
`
`Scroll Here:
`Moves the scroll bar to where you right clicked
`Left Edge & Right Edge:
`NIA
`• Page Left:
`Moves the scroll bar one step to the left
`
`•
`
`•
`
`; ~\l;·tefr .,,
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`
`Page Right:
`Move the scroll bar one step to the right
`Scroll Left & Scroll Right:
`Moves the scroll bar to the left or right
`
`4.3 Right click: Work Week Management Form
`
`Work Week Management
`
`• Set Emergent Code
`This allows the user to set the emergent code:
`E - emergency work
`S - sponsored work
`None - moves work from the emergent section to the planned section
`Note: The 'None' code is used only if there is a scheduling mistake.
`(i.e. In TO a
`record was deleted from the planned section and had to be reinstated.
`It could only be
`rescheduled as emergent work. This would allow the record to be placed back into
`the planned area.)
`
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`~ak~nt~~h::.:~~:d record and places it back on the ~~~'.:~:;,~~::'!
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`unscheduled side of the Work Week Assignment Tool.
`Note: If a record is already unscheduled, a message will be displayed
`that the work is already
`unscheduled. This indicates that it would be ok to delete the record from the Work Week
`Management Form.
`
`• Rollover
`This allows the user to 'roll' work out of TO into a future week.
`
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`CiM Ex. 1006 Page 20
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`

`
`Note: Work important enough to work this week should be moved to the
`next week, barring any parts or material issues. This function is the same
`as the 'copy to .. .' function. The record will remain in TO and will be
`exported to the desired week and an R will be placed in the Prog column.
`
`<The rest of the menu options are the same as the above>
`
`4.4 Right click: WO View and Find
`
`This will allow the user to 'Copy To ... ', Move To ... '
`and 'Sort ... ' the current result sets.
`
`5. Drop down menus
`
`5.1 File
`Find, Print Preview ... , Print and Close
`
`• Find
`
`This allows the user to search the entire PaST A database using the flowing
`criteria:
`
`WO ID (work order number): This will find all records with the same
`work order number.
`
`WO Description: This will find all records that contain what you type in
`the desertion
`
`Asset Name: This will find all records with the asset name the user enters.
`
`• Misc
`This will find any open work orders that are two weeks or older
`inside of PaST A. ( e.g. a work order that was scheduled
`three
`months ago but was never worked)
`
`o Results of Find and Misc
`
`The result of the find feature returns the following screen. From here the user can filter,
`move, copy and sort by using the right click features (page 18)
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`

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`OPaSTA
`
`• Print Preview
`This will allow the user to vie.w-"irn;-i:,rmrroo-bcmwSCimim4'.urm~:rrrmc;F===~===-l
`• Print
`This will send the job to the printer directly.
`
`Note: Once the job is sent to the printer, the user can continue to use PaST A.
`Just click back on the PaST A screen and continue to work.
`
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`

`
`5.2 View
`
`• Setting
`(a grind is any area inside of PaST A
`The default setting is to load all grids automatically.
`that contains records) If users only want to load certain grids on demand uncheck the box
`in 'settings'. When this is unchecked the grids on the worlc_~~ek assignment form will
`appear blank. When the user clicks on the 'lighting bolt' H ·· it.JI next to that grid, that grid
`will be loaded only. This is useful in speeding up the load time of the screen, if there are
`large amount so records in the girds. (This is only available on the work week assignment
`form .. )
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`• Refresh
`This will force all the grids to be reloaded and calculation
`to be recalculated. This only needs to be done if it
`appears that a action taken by the user did not happen.
`Additionally the user can r¥f[$~"~ one grid at a time by
`pressing the 'lighting bolt':, R\JI next that grid.
`
`*Work Week Assignment Tool
`
`Level One Users
`
`Note: This section talks to the PaSTA users that only require to view and print out
`PaST A schedule.
`
`• Launching PaSTA
`
`To launch the PaSTA Program:
`Double-click PaST A Icon if available,
`
`If not:
`
`Go to Start at the bottom left of your screen
`~ Programs
`~ Pasta
`
`Main Entry Screen Appears
`);;.> Enter user name: lookup
`
`~ Work Week Managen1ent Tookt,_
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`

`
`(Pa.STA lVimrnu1ll)
`
`~ Enter Password: lookup
`
`The next screen to appear is the Front Page: (single click on icon to go to the
`desired screen. To exit the program click on 'x' in the upper right comer or
`file - ~xit.)
`
`Level one user can view and print the following:
`1. Work week management
`tool
`2. Work week management form
`3. Management reports
`
`Level one user does not have access to the right click menus and are unable
`to schedule or edit records on either the work week management
`tool or
`work week management form. Level one users also do not have access to
`the administration section nor the primavera export. All other actions are
`available to level one user.
`
`Level Two User
`
`Level two users log into PaSTA the same as level one user.
`
`Level two users have all the permissions of level one users in addition to level three users
`on the work week management form.
`(See the above sections)
`
`Administration
`(Level three administrator(s) only)
`
`• User
`Add users by clicking on the plus
`
`Administration
`
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`Subtract users by highlighting a record and clicking on the minus
`
`Level three:
`• Read/write on the work week assignment form and work week
`management tool
`• Update PaST A
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`
`• Update
`• Right click menus on both forms
`Level two:
`• Read on work week assignment form
`tool
`• Read/write on the work week management
`• Right click menus on the work week assignment form
`
`Level one:
`• Read both forms
`• Print from both forms
`Note: The Administrator box should only be checked when adding additional PaST A
`administrators. (See administrator below)
`
`Crews / Workers
`• Manually add and remove new crews and there workers by using the plus
`and minis
`• Update crews and workers from EMPAC by clicking on the updated button
`
`Field definition:
`Name: name of the crew
`Foreman: foreman's name
`Description: description of crew
`Def GAMH: default setting for the gross £1Vailable manpower hours.
`Note: This can only be set once and will be used as the default from there on out.
`time is tracked on WO's the administrator can place that
`Foreman's WO: If foreman's
`WO number in this field, this will pull Foreman's WO's out of all PaSTA calculations.
`It will appear gray in the IM sections of PaST A
`Dual Rate: This acts as the same as the Foreman's WO.
`
`Planner
`•
`Manually add and remove resources by using the plus and minis. These
`resources can be used as "planners" inside PaSTA (points of contacts for
`work orders).
`Resources can be updated from EMP AC by clicking on the update button .
`
`•
`
`Type / Status
`Type
`• The ability to view all WO's by type
`• The administrator can manually add and remove types by using the plus
`and minus buttons
`Status
`• The ability to map the statuses from EMP AC
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`• The administrator can manually add and remove statuses by using the plus
`and minus buttons or update from EMP AC by clicking on the update
`button
`
`(PaST,,\ lVlfa:rmiua:d)
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`WARNING!!
`The following pages are for administrators with a strong working
`knowledge of the PaSTA and EMPAC interface. If assistance is needed,
`please contact the IS PaST A administrator.
`
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`
`System
`Local DB Dir: points where files are kept that PaST A uses during
`the running of the program.
`
`U.C.08
`
`[I~ IC-\Pf<o-Fm\l'.STA\
`
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`
`CMMS
`Write back tracking: This turns on the ability to track what is
`changed inside of PaST A. (This is only used when writing back to
`EMPAC)
`Last WO Update: Time the last update occurred.
`Change To: Allows the administrator
`to over ride the last update setting.
`Full CMMS Update: WARNING!!
`This is used to do an initial dump into PaST A from EMP AC. If pushed after the
`initial dump all work will be lost and PaSTA will be reloaded with raw EMPAC data.
`
`WARNING!!
`This page should only be altered with the direct support of the IS
`PaSTA administrator. This page contains the vital links between
`EMPAC and PaSTA. Any alteration may cause PaSTA not to function
`properly!
`
`General
`Connection String: DSN name used to conect to
`EMPAC
`Last WO Update: Last time PaSTA was updated
`Group/Workers: This houses the SQL statements
`that update and maintain the groups and workers
`Planners: This houses the SQL statements that
`update and maintain the planners
`Status: This houses the SQL statements that update and maintain the statuses
`WO: This houses the SQL statements that update and maintain the work orders
`data
`WO Refresh: This houses the SQL statements that update and maintain the
`refreshed work orders data
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`

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`' )
`
`PaST A: Planning and Scheduling Tool Assistant
`
`Industrial Assets, such as plant equipment or major equipment, require maintenance from
`time to time to repair broken components, perform preventive tasks to minimize failures,
`and to replace worn out equipment. The discrete nature of this work - repair this pump,
`lubricate that motor - is controlled at most, if not all, industrial sites with some work
`management system or CMMS (Computerized Maintenance Management System). The
`discrete piece of work is identified in the CMMS as a Work Order (WO) (eg: Work
`Order to repair pump.) At most industrial sites the number of work orders generated per
`week can be large. These work orders must be laid out in a schedule for the limited
`maintenance resources in an efficient manner so that the WO can be planned and may be
`completed with little wasted effort.
`
`Most CMMS systems will allow Work Orders to be assigne