fusion & doc mangmt contractor presentation

Establish PHI expectations in document management for substation documents

Provide clearly defined guidelines & specifications

Provide access to PHI’s EDMS (Fusion)

Fusion Training - Contractor 2014

Standard project details and summary in all email requests and transmittals

Consistent Use of PHI Transmittal Proactive project management Actively referencing the PHI Document

Management Specification and Fusion User Guide


Standard Email request to Include Substation # and Name

Project Title/Scope

PHI WR#

Case ID (after provided by Analyst)

PHI Engineer

Contractor Engineer

File transfer location


Standard PHI Transmittal to include Substation # and Name

Project Title/Scope

PHI WR#

PHI Engineer

Contractor Engineer

Case ID


Proactive Project Management Keeping all requests with original Case ID &

WR#

Separate drawing requests by discipline only

Identifying Priority Conflicts

Identifying Revision Conflicts

Provide quarterly status updates

Provide response to requests within 5 business days.


PHI Document Management SpecificationActively reference this specification for all document requests


Fusion User Guide for ContractorsActively reference this Guide for Fusion inquiries.


Alignment of project workflow processes with document management processes

Project lifecycles

Fusion workflows


Projects will be managed in Fusion using a single Case ID; per project, per phase, per discipline, as req’d.

Documentation shall be returned as a complete package prior to check-in.

Multiple phase or revisions must be submitted as separate packages.


What makes up Fusion’s platform?

Fusion – web based software

FileNet – PHI wide database

AutoVue – File Previewing Software, within

Fusion

Bentley Microstation – Drawing Launch

Function


Document Management Platform

Store, Reference, View, and Print

Document Revision Control

Minimize/Prevent revision control risk

Project/Document Lifecycles

“Workflow” / “Case” management


Remote - Internet Explorerhttp://cp-wpp-wb101/FusionP8

Direct - PHI Issued ComputerStart>>All Programs>> PHI Programs>> Power Delivery>>

Fusion P8

NOTE: Log in credentials are the same as the LAN account provided

to you by PHI; a secure VPN link must be established.


http://cp-wpp-wb101/FusionP8

General User/Contractor – Viewing functions

Engineer – Workflow/Case functions and process owner within PHI

Drafter – File modification functions


Search, View, Reference, and Print any

file in a “Released” state

Create drawing lists

Create complete index of station drawings


REFER TO THE GENERAL

USERS GUIDE PGS 9-10

FOR FURTHER DETAILS

Access to all the same functionality as that of a

‘General User’

Index (upload) New drawings

Check Out/In and modify drawings

View drawings in various states; Draft, Under

Review and Issued for Construction

Send drawings to Fusion assigned responsible

engineer for “Under Review”


Access to all the same functionality as that of a

‘General User’

Create and monitor workflow/cases

View drawings in all Lifecycle states

Review and Approve drawings for Issued For

Construction


**SEE PAGES 7-8 OF GENERAL USERS GUIDE (LOCATED ON THE INFORMATION PAGE ON FUSION DESKTOP)

FOR DETAILED INSTRUCTIONS**


SEARCH

SIMPLE SEARCH - CONDUCTED RIGHT FROM

THE FUSION DESKTOP

POWER SEARCH - SEARCH USING MULTIPLE

DRAWING CRITERIA

ADVANCED SEARCH - CREATE DETAILED

SEARCH

DRAWING INDEX

PRINT LIST FUNCTION – ALLOWS YOU TO

CREATE A DRAWING INDEX IN A SIMPLE CSV

FILE OR PDF

FUSION CSV FILE CAN BE IMPORTED INTO PHI

TRANSMITTALSFusion Training - Contractor 2014

FOR DETAILED USER INSTRUCTIONS REFER TO THE USERS GUIDES AVAILABLE ON THE FUSION DESKTOP:


fusion & doc mangmt contractor presentation

Documents