qai functional specification

QAI Functional Specification

5

Quality Assurance and Inspections Database FUNCTIONAL SPECIFICATION

Puget Sound Energy of 49

Quality Assurance and Inspections Database Functional Specification


Revision History:

Version Date Description Contributor

v0.01 Mm/dd/2009 Original Draft Business Unit Manager

v0.02 9/22/2009 1st Draft uploaded to SharePoint Kathy Vinatieri




Table of Contents

1 Introduction .......................................................................................................................................... 6

1.1 Overview .................................................................................................................................. 6 1.2 Purpose ................................................................................................................................... 6 1.3 Audience .................................................................................................................................. 6

2 Overall Description............................................................................................................................... 7

2.1 Product Constraints ................................................................................................................. 7 2.1.1 Hardware Interfaces ................................................................................................ 7 2.1.2 Assumptions and Dependences .............................................................................. 7

2.2 Primary Product Requirements ................................................................................................ 7 2.3 User Requirements .................................................................................................................. 8

2.3.1 Electric, Gas Site Audit and Gas High Pressure User Requirements ...................... 8 2.3.2 Vegetation Management User Requirements .......................................................... 9

2.4 User Interfaces ........................................................................................................................ 9 2.4.1 Electric, Gas Site Audit and Gas High Pressure User Interfaces ............................. 9 2.4.2 Vegetation Management User Interface .................................................................. 9

2.5 New Release Requirements for Electric, Gas Site Audit and Gas High Pressure ................. 10 2.5.1 Database Consolidation......................................................................................... 10 2.5.2 Database Upload ................................................................................................... 10 2.5.3 Fully Displayed Checklist ....................................................................................... 10 2.5.4 Cloning an Existing Audit ....................................................................................... 10 2.5.5 Reporting Enhancement ........................................................................................ 10 2.5.6 Data Tool Enhancement ........................................................................................ 10 2.5.7 User Preferences Form ......................................................................................... 10

2.6 Release Requirement - Vegetation Management .................................................................. 10 2.7 Proposed Future Requirements ............................................................................................. 10

2.7.1 SAP Enhancement ................................................................................................ 10

3 High Level Requirements ................................................................................................................... 11

3.1 User Interface Elements ........................................................................................................ 11 3.1.1 Buttons .................................................................................................................. 11 3.1.2 Special Buttons ...................................................................................................... 11 3.1.3 Required Fields ..................................................................................................... 11 3.1.4 Non-applicable Fields ............................................................................................ 11 3.1.5 Window Functionality ............................................................................................. 11 3.1.6 Tab Order .............................................................................................................. 11 3.1.7 Print Functionality .................................................................................................. 12 3.1.8 Navigation .............................................................................................................. 12 3.1.9 Background Color .................................................................................................. 12

3.2 Main Screen .......................................................................................................................... 13 3.2.1 Inspection Type ..................................................................................................... 13 3.2.2 Inspector Options/Function Availability .................................................................. 14 3.2.3 Administrator Function Availability ......................................................................... 14

3.3 Create Records - Data Entry Form ........................................................................................ 14 3.3.1 Data Entry Form Buttons ....................................................................................... 15 3.3.2 Electric, Gas, Gas HP Data Entry Form Prototype ................................................ 16




3.3.3 Vegetation Entry Form Prototype .......................................................................... 17 3.4 Checklist ................................................................................................................................ 18

3.4.1 Checklist Buttons ................................................................................................... 18 3.4.2 Checklist Columns ................................................................................................. 18 3.4.3 Checklist Tables .................................................................................................... 18

3.5 Search ................................................................................................................................... 19 3.5.1 Search Buttons ...................................................................................................... 19 3.5.2 Electric, Gas, Gas High Pressure Search Filters ................................................... 20 3.5.3 Vegetation Search Filters ...................................................................................... 20

3.6 Data Tool ............................................................................................................................... 21 3.6.1 Data Tool Buttons .................................................................................................. 21 3.6.2 Query Results Summary........................................................................................ 22 3.6.3 Inspection Items Summary .................................................................................... 22 3.6.4 Resolution Tracker ................................................................................................ 22

3.7 Reports .................................................................................................................................. 23 3.7.1 Report Selection Screens ...................................................................................... 23 3.7.2 Report Criteria Screen ........................................................................................... 24 3.7.3 Report Button, Link and Icon ................................................................................. 24 3.7.4 Report View Screen ............................................................................................... 25

3.8 Administration ........................................................................................................................ 25 3.9 User Preferences Form ......................................................................................................... 25

4 Specific Requirements ....................................................................................................................... 26

4.1 Electric Site Audit................................................................................................................... 26 4.1.1 Data Entry Screen Fields ....................................................................................... 26 4.1.2 Checklist Columns ................................................................................................. 27 4.1.3 Checklist Tables .................................................................................................... 29 4.1.4 Electric Site Audit Inspection Items ....................................................................... 30 4.1.5 Search: Searchable Fields .................................................................................... 31 4.1.6 Data Tool: Searchable Fields ............................................................................... 31 4.1.7 Electric Reports & Queries .................................................................................... 32 4.1.8 Report Terminology Changes ................................................................................ 33

4.2 Gas Site Audit ........................................................................................................................ 34 4.2.1 Data Entry Screen Fields ....................................................................................... 34 4.2.2 Checklist Columns ................................................................................................. 35 4.2.3 Checklist Tables .................................................................................................... 37 4.2.4 Gas Site Audit Inspection Items ............................................................................. 38 4.2.5 Search: Searchable Fields .................................................................................... 39 4.2.6 Data Tool: Searchable Fields ............................................................................... 39 4.2.7 Reports .................................................................................................................. 40

4.3 Gas High Pressure ................................................................................................................ 42 4.3.1 Data Entry Screen Fields ....................................................................................... 42 4.3.2 Checklist Columns ................................................................................................. 43 4.3.3 Checklist Table ...................................................................................................... 44 4.3.4 Gas High Pressure Inspection Items ..................................................................... 45 4.3.5 Search: Searchable Fields .................................................................................... 46 4.3.6 Data Tool: Searchable Fields ............................................................................... 46 4.3.7 Reports .................................................................................................................. 46

5 Appendix ............................................................................................................................................ 49

5.1 Report Prototypes .................................................................................................................. 49




5.1.1 Deviations by Classification ................................................................................... 49




1 Introduction

1.1 Overview

The Puget Sound Energy Quality Assurance and Inspections (QA&I) group uses Access databases with a SQL backend for recording, storing, tracking and reporting audit and inspection information. The Access databases have been used longer than planned and are near or at capacity.

Currently Electric, Gas, and Gas High Pressure inspection data is being stored on several Access databases which are input into three SQL databases. These databases often become out of synch due to product limitations. The current Access database reporting tools were initially designed over 5 years ago with the assumption that the technology would not exceed 5 years. Design limitations are affecting data capture and reporting capabilities. In the current system the reports and queries are separate. In the new system the reports and queries should be combined into one single interface. Vegetation inspection data is currently being stored in Excel spreadsheets. This data needs to be entered into a database for improved tracking, detailed reporting and data storage.

A new program has been funded to replace the system that uses Access.

1.2 Purpose

This document defines the functionality of the new system.

1.3 Audience

This document is intended for IT, including but not limited to the business unit owner, technical owner and other supporting entities.




2 Overall Description

QA&I Inspectors perform field audits and inspections of construction and maintenance work. The results need to be reported to management. PSE management needs to be able to provide reports to executives and regulatory agencies.

2.1 Product Constraints

Inspectors must have the ability to upload data while within wireless network range. When out of wireless network range inspectors will have the capability of entering data into a form that will be up loadable when the inspector reenters wireless network range.

2.1.1 Hardware Interfaces

The client application should reside on inspector’s laptops running Microsoft Windows Operating System.

2.1.2 Assumptions and Dependences

This program assumes that:

All inspector laptops are running the Windows Operating System

All laptops have wireless capability

2.2 Primary Product Requirements

These are the primary product requirements; 1. Users need to be able to input and edit inspection results onto their laptops while out in the

field. 2. The inspection results must be able to be uploaded to a SQL database via the Internet. 3. Users must be able to create reports when connected to the network.




2.3 User Requirements

2.3.1 Electric, Gas Site Audit and Gas High Pressure User Requirements

These are the user’s primary requirements:

Task Inspector Administrator

Creates new records self and contract inspectors

Creates new records for other inspectors

Views all records, created by self and others.

Edits records created by self <= 7 days old

Edits records created by self > 7 days old with no unresolved issues

Edits records created by self > 7 days old with unresolved issues

Edits records created by self <= 7 days old with unresolved issues

Edits records that were created by someone else

Able to search all records, created by self and others.

Clones all records, created by self and others.

Able to print all records, created by self and others.

Able to email all records, created by self and others.

Deletes records created by self <= 7 days old

Deletes records created by self > 7 days old

Deletes records that were created by others

Maintains all tables including the security table. The 7-day clock starts when:

Record Type Record Age

Record with no actions required The day the record was created

Record created with unresolved issues The modified date in which last unresolved issue was resolved

Task Inspector Administrator

Able to use Data Tool

Runs Reports

Inspectors can be able to run reports and/or run queries if they are granted additional privileges.




2.3.2 Vegetation Management User Requirements

TBD

2.4 User Interfaces

2.4.1 Electric, Gas Site Audit and Gas High Pressure User Interfaces

There needs to be unique data entry forms for 1) Electrical Audits, 2) Gas Audits and 3) Gas High-Pressure Inspections. All forms should have a similar look and feel. Forms will share some common fields. The client application should support the following functions:

Save

Print

Automatic Upload

Clone

Email

2.4.2 Vegetation Management User Interface

TBD

Puget Sound Energy of

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2.5 New Release Requirements for Electric, Gas Site Audit and Gas High Pressure

2.5.1 Database Consolidation

The current SQL/MS Access-based application is a loosely knitted collection of nine backend databases which are functionally replicated onto client-side machines on an as needed basis. This architecture results in chaos.

Design and implement a replacement SQL backend as a single construct

Single SQL database for all audit types

User authentication based on Active Directory and User Role

2.5.2 Database Upload

Provide the ability for records to be automatically uploaded when the program is connected to the SQL server. In cases where connectivity is not available, provide an automatic upload (synch up) of data immediately upon restoration of connectivity.

Real-time connectivity

Confirmation of upload

2.5.3 Fully Displayed Checklist

The current design requires that each inspection item be entered separately. This feature needs to be changed into a table display of available inspection items from which all necessary items can be selected. The checklist can either be displayed at the bottom of the form, making it a long form, or it can be a separate window.

2.5.4 Cloning an Existing Audit

Provide the ability to clone an existing audit.

Inspectors and Administrators should be able to clone all records.

2.5.5 Reporting Enhancement

Make it so new reports can be added and existing reports can be modified without requiring changes to the code. When a change is made, users will automatically have the ability to run the reports without having to install new version of the program.

2.5.6 Data Tool Enhancement

Make it so users can export queried data to Excel files.

2.5.7 User Preferences Form

Make it so users can save their preferred screen background color on a separate form.

2.6 Release Requirement - Vegetation Management

This is a new inspection program that will capture vegetation management data in the same way that electric and gas inspection data is captured.

2.7 Proposed Future Requirements

2.7.1 SAP Enhancement

Link with SAP to retrieve existing data. Use the existing web service for SAP Work order data, and populate corresponding data fields in the QAI application. This feature would reduce time spent on data entry and reduce the risk for data entry errors.


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3 High Level Requirements

The Quality Assurance and Inspection application should provide users the ability to record inspection data into a database and query the results.

3.1 User Interface Elements

3.1.1 Buttons

Buttons should appear differently depending on whether or not the functionality is available.

Button Description

Active buttons should be displayed with dark font, a dark boarder and blue background.

Inactive buttons should be displayed with faded font, faded boarder and a washed out background.

3.1.2 Special Buttons

Special buttons should appear have a different background.

Button Description

The Edit Record button should be displayed with a yellow background.

The Delete Record button should be displayed with a red background.

3.1.3 Required Fields

Required fields should have a green background and red dots.

3.1.4 Non-applicable Fields

Non-applicable fields should be made invisible on all forms.

3.1.5 Window Functionality

Users should have the ability to minimize, maximize and close windows. The close button should only close the current window.

3.1.6 Tab Order

Users should have the ability to use the tab key to navigate fields. Tab order should go left to right, and top down.


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3.1.7 Print Functionality

Whenever a user clicks a print button, the system should display a print window giving the user the option to select a printer.

3.1.8 Navigation

The system should only be able to have one record open at a time. When a window is closed, the system should display the previous window. For example, when a checklist is closed, the data entry window should be displayed.

3.1.9 Background Color

Buttons should allow the user to change the background color of the screens. Selectable colors should include:

Tan

Light Gray

Gray

White


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3.2 Main Screen

When the user starts the application there should be a main screen that allows users to select:

Inspection Type

Options

User Preferences

Functionality will be enabled or disabled depending on network connectivity and the individual’s security profile.

Electric Inspector Options Electric Administrator Options

3.2.1 Inspection Type

If an inspector has permissions for only one Inspection Type, the application will default to that inspection type.

If a user has permissions for more than one Inspection Type, the user will be required to select an inspection type to activate the optional buttons.

Note: An Inspection Type does not have to be selected in order for the Administration

button to be active.


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3.2.2 Inspector Options/Function Availability

Function Connected Disconnected

Create/Edit Records Search Data Tool

3.2.3 Administrator Function Availability

Function Connected Disconnected

Create/Edit Records Search Data Tool

Reports

Administration

3.3 Create Records - Data Entry Form

The data entry form should give the user the ability to create new records and edit existing records. The data entry form should appear when the user clicks the Create Records button. When an inspector clicks the Create Records button, the data entry form should be displayed as a blank

form ready for user input. The form should display several required and non-required fields. Functionality on the data entry form should include;

Save a record

Delete a record

Print a record

Email a record

Clone a record


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3.3.1 Data Entry Form Buttons

Functions on the data entry form should be made available in button format.

Button Function

When the user clicks the New Record button, the system should open a new blank data entry form. The New Record button should only be available when the user is on an existing record.

When the user clicks the Open Checklist button, the system should open a checklist in a different window. The Open Checklist button should only be available after all required fields have been entered.

When the user clicks the Email button the application should generate a report of the current inspection, invoke Outlook, create an automatically generated email with the report attached in .pdf format. The subject line of the email should be customized depending on the inspection type and the message body of the email should also be customized depending on the inspection type.

When the user clicks the Print button the application should generate a

report of the current inspection and invoke a print dialog box that will allow the user to select which printer to use.

New feature. When the user clicks the Clone Record button the application should copy several fields of the record that the user is currently viewing. Then, the application should present a message that asks the user if he/she wants continue. Note: This function will not be implemented in the Vegetation inspection form.

When the user clicks the Edit Record button, the system should unlock the current record and make it editable. This button toggles to become the Lock Record Button when clicked.

When the user clicks the Lock Record button, the system should lock

the current record and make it read-only. This button toggles to become the Edit Record Button when clicked.

When the user clicks the Undo Edits button, the system should discard

changes that have not been saved.

When the user clicks the Delete button, the system should display a

message asking the user to confirm the deletion.

When the user clicks the Save button, the system should check to see if all required fields are populated and valid. If this is a new record and the check is successful, the Data Entry Code should be generated and displayed in the Data Entry Code field. If the check is not successful, the user should be prompted to complete all required fields. When all required fields are complete and valid the record is saved.


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3.3.2 Electric, Gas, Gas HP Data Entry Form Prototype

This prototype was approved by Dean on 9/23/09.


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3.3.3 Vegetation Entry Form Prototype


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3.4 Checklist

The checklist should give inspectors the ability to record detailed inspection results.

3.4.1 Checklist Buttons

Button Function

When the user clicks the Undo Edit button, the system should discard changes that have not been saved. The Undo Edits button should only be available after the checklist has been previously saved and modified.

When the user clicks the Save button, the system should save the

changes.

When the user clicks the Edit Record button, the system should unlock

the current record and make it editable. This button toggles to become the Lock Record Button when clicked.

When the user clicks the Add button, the system should duplicate the

Inspection Item.

When the user clicks the Minus button, the system should

remove/delete the Inspection Item.

3.4.2 Checklist Columns

Checklist columns vary depending on inspection type. For lists of checklist columns, refer to the Specific Requirements section of this document.

Electric, Gas Site Audit and Gas High Pressure inspection types should have a column titled Inspection Item. The order in which the inspection items appear on the checklist should be determined and controlled by the System Administrator.

3.4.3 Checklist Tables

Checklist tables vary depending on inspection type. For lists of checklist tables, refer to the Specific Requirements section of this document.


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3.5 Search

The Search screen should give users the ability to find records based on user-specified criteria. Criteria options are presented in drop-down lists. Once the search has been performed, results can be printed and/or emailed. Users should have the ability to double-click a record, which will then be opened in the Create/Edit Records module.

3.5.1 Search Buttons

Button Function

When the user clicks the Search button, the system

should search the local data and retrieve records matching the specified criteria.

When the user clicks the View Record button, the system should open the highlighted record in the Create/Edit Records module.

When the user clicks the Clear button, the system should reset the date, reset the radio buttons, clear the search query and clear the results list.

When the user clicks the Export Results as Spreadsheet button, the system should export the search criteria and results to one Excel workbook with two separate worksheets. One worksheet should contain search criteria and the other worksheet should contain the search results.

The system should prompt the user to save the spreadsheet. When saving the spreadsheet, the user should be able to accept the default name and location or change the file name and/or location. The default file name should be QAI_SearchResults_<date>_<time>. The default location should be the user’s desktop.

After the spreadsheet has been saved, the system should prompt the user to open the file. By default, the Export Results as Spreadsheet button should be disabled when Search is launched. The Export Results as Spreadsheet button should also be disabled

after there has been a change in the search criteria. The Export Results as Spreadsheet button should only be

available after the data has been queried.

When the user clicks the Print Each Report Listed

button, the system should individually print all the records in the results list. If more than 25 records are on the reports list, the system should prompt the user to continue or cancel.


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Button Function

When the user clicks the Email Each Report Listed button, the system should initiate an email and attach all the records in the results list. Attached records should be in .pdf format. If more than 25 records are on the reports list, the system should prompt the user to continue or cancel.

3.5.2 Electric, Gas, Gas High Pressure Search Filters

A user should be able to select one of the following search filter options:

3.5.3 Vegetation Search Filters

A user should be able to select one of the following search filter options:


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3.6 Data Tool

The Data Tool screen should give users the ability to query data based on user-specified criteria. This feature does not need to be available when the user is not connected to the network.

The queried data should be presented in a summary format. After the query has been performed, users should be able to export results into a spreadsheet, print the results or email them.

3.6.1 Data Tool Buttons

Button Function

When the user clicks the Start Query button, the system should query the database. By default, the Start Query button should be enabled when the Data Tool is launched. It should also be enabled after the query options have been changed.

When the user clicks the Clear all Query Fields button, the system should clear the search form. By default, the Clear all Query Fields button should be disabled when the Data Tool is launched. The Clear all Query Fields

button should be enabled after the selection criteria has been changed.

When the user clicks the Export Results as Spreadsheet button, the system should export the

criteria, query results and inspection items to one Excel workbook with three separate worksheets.

The system should prompt the user to save the spreadsheet. When saving the spreadsheet, the user should be able to accept the default name and location or change the file name and/or location. The default file name should be QAI_DATA Tool_date_time stamp. The default location should be the user’s desktop.

After the spreadsheet has been saved, the system should prompt the user to open the file. By default, the Export Results as Spreadsheet button should be disabled when the Data Tool is launched. The Export Results as Spreadsheet button should also be disabled after there has been a change in the selection criteria. The Export Results as Spreadsheet button should only be available after the data has been queried.


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3.6.2 Query Results Summary

The Query Results section displays a summary of totals. The data fields displayed will vary depending on the inspection type.

3.6.3 Inspection Items Summary

The Inspection Items section displays a list of Inspection Items and a total of all the Inspection Item’s results. The data used in creating this summary is pulled from the checklists.

3.6.4 Resolution Tracker

The Resolution Tracker section displays the number of items awaiting resolution grouped by how long the items have been awaiting resolution. Dates used for calculation are as follows:

Inspection Type Dates Used for Calculation

Electric Site Audit Date Audit Sent and query End Date

Gas Site Audit Inspection Date and query End Date

Gas High Pressure Inspection Date and query End Date


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3.7 Reports

The Reports screen should give users the ability to run a list of pre-defined reports based on user-specified criteria. This feature does not need to be available when the user is not connected to the network.

When a user clicks the Reports button on the main menu, the system should display screens that will lists available reports.

3.7.1 Report Selection Screens

The first screen will have folders; one for each inspection type. The user should double-click the appropriate folder to view the available reports.

This screen allows the user to select the Classification Breakdown report. When more reports are added to the program there will a list of several reports. The number of reports will vary depending on inspection type.

After the report is selected the user can specify criterion to view the report or print the report.


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3.7.2 Report Criteria Screen

After the user selects a report, then he/she should be prompted to enter criteria for the report.

3.7.3 Report Button, Link and Icon

Button Function

When the user clicks the View Report button, the system

should display the report.

Export When the user clicks the Export link, the system should display the export the data to the format chosen by the user.

When the user clicks the Print icon, the system should

print the report.

Here the user enters the criteria for the report.


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3.7.4 Report View Screen

This reporting screen should allow users to print or export reports into several formats, including Excel, CSV and PDF.

3.8 Administration

The Administration screen should give users the ability to maintain all tables. This feature does not need to be available when the user is not connected to the network.

3.9 User Preferences Form

The User Preferences form should give users the ability to change the background color on their screen. This feature should work when the user is disconnected from the network.

PDF format


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4 Specific Requirements

4.1 Electric Site Audit

4.1.1 Data Entry Screen Fields

The Electric Site Audit data entry screen should allow the user to enter data into the following fields:

Field Label Electric Site Audit

Inspected By Inspection Date Date Audit Sent Audit Type Inspection Time Duration in Hours SAP Number Order Type Code MAT Code Job Address County City Project Name Crew Employed By Main Work Center Crew on Site Person in Charge PM or Eng Joint Facility Correction Verified Corrected By Corr Verif Duration Corr Verif Dt Tracker 1 Tracker 2 Comments

Required Field Applicable Field


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The Electric Audit checklist should display the following columns:

Field Definition Input Type

Add

This column should display a button. When the user wants the duplicate the inspection item, then he/she should click the button next to the inspection item. When an inspection item is duplicated, only the Inspection Item column should be duplicated. No other columns should be populated on the new Inspection Item line.

Button

Del This column should display a button. When the user wants to delete an inspection item, then he/she should click the button next to the inspection item.

Button

Inspection Item

Items that appear in the Inspection Item column vary depending on inspection type. For lists of inspection items, refer to the Specific Requirements section of this document.

Disabled Drop-down

Item Applicability

This column should display a drop-down list. The content of the drop down is drawn from the Insp_Item_Status table.

Drop-down

Total Inspections

The Total Inspections field should total the number of satisfactory and unsatisfactory items.

Display sum of Satisfactory + Unsatisfactory

Satisfactory This column should allow the user to enter a number. The number should represent the number of items that were inspected and satisfactory.

Numeric

Unsatisfactory

This column should allow the user to enter a number. Indicates that one or more of the inspection item checks do not fully meet PSE requirements/specifications. A correction may or may not be required depending on the item. For those "Unsatisfactory" inspection items where correction is not required we still need to handle the problem but we don't have to track the fix like we do when it pertains to problems with the actual facility being installed.

Numeric


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Classification

This is a required field anytime a number is entered into the "Unsat" field. The Inspector selects one of the options from the drop down box. If more than one classification applies to a problem the Inspector should pick the classification that they believe best applies. If there is more than one "Unsat" number for an Inspection Item and different classifications would apply to the problems the Inspector should pick what they would consider the most serious and classify the Inspection Item line with that classification. The field defaults to N/A when the "Unsat" field contains a "0".

Drop-down

Action Required The Action Required field should allow users to enter a number. This number represents the number of Unsatisfactory items that require remediation.

Numeric

Date Resolved This column should allow the user to enter a date. Date

Remarks

This is not a required field and does not need to be entered in order to complete the Form. Although this field appears to be small it can hold a great amount of text (64,000 characters). Details about a specific Inspection Item should be entered here rather than in the "Comments Section". When corrections are required the name of the person making the corrections (if different than name in the "Corrected By" field) should entered here along with verification information. Remarks should include a description of the problem along with the proximity of the deviation and its severity. Clearance deviations should always include the measurements. The Operating Standard or Procedure reference should also be stated in this section whenever a deviation is noted. After a problem has been corrected the details about the correction should also be put in the Remarks. The text from the Remarks field is included in numerous reports. For this reason the preference is that the text NOT BE ALL CAPITALS.

Text field


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The Electric Audit checklist should display the following tables:

Table Values

Inspection Item For a list of inspection items, refer to the next section.

Item Applicability

Inspection Status field should be defaulted to Not Applicable and the drop down list should be in this order:

Not Applicable Yes – Inspected Yes – Not Available Yes – Not Inspected

Classification

Classification field should be defaulted to N/A and the drop down list should be in this order:

Safety High

Safety Low

Operability

Reliability

Regulatory

N/A


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4.1.4 Electric Site Audit Inspection Items

These inspection items should appear in the Electric Site Audit inspection checklist. 1. Anchor & Guys 2. Capacitors 3. Clearances - OH 4. Conduit 5. Engineering 6. Facilities Placement 7. Grid Number 8. Grounds / Neutrals UG & OH 9. J-Boxes 10. Locked and Secured 11. Metering 12. OH Conductor 13. OH Switches 14. OH Transformers 15. PM Switch 16. PM Transformer / TUT 17. Pole Framing 18. Pole Installation 19. Primary Metering UG & OH 20. Reclosers 21. Regulators 22. Restoration 23. Riser - Primary & Secondary 24. Sec HH 25. Secondary UG & OH 26. Sectionalizers 27. Services UG & OH 28. Street Lights 29. Termination - Primary & Secondary 30. UG Cable - Primary 31. Vaults


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4.1.5 Search: Searchable Fields

When a searching Electric Site Audit records, the following fields should be searchable:

Start Date

End Date

Audit Type

Inspected By

SAP Order Number

Data Entry Code

Project Name *

Job Address *

City

County

Crew Employed By

Crew on Site

Person in Charge

PM or Eng

MAT Code * Make as a wild card search

4.1.6 Data Tool: Searchable Fields

Start Date

End Date

Audit Type

Crew Employed By

City/Unincorporated County

County

Main Work Center

Inspected By

Person in Charge

PM or Eng

Joint Facility

Crew on Site

MAT Code

SAP Order Number


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4.1.7 Electric Reports & Queries

After a user opens the Electric inspections folder and selects a report, the user should be able to filter report results by selecting Crew Employed by, Audit Type, Start Date and End Date. The following table lists the reports needed for Electric Site Audits and the priority of need.

Priority Status Report Title Notes

1 Modify the old report

Deviation Classification Report

Include SAP Order Number column in the results.

1 New Deviation Report Change name to "Deviation Report". Remove Summary table at the top. Include SAP Order Number column in the results.

1 Duplicate the old query

Search for possible duplicate records

This is a periodic quality control process that allows the user to search for records that have the same Date, Order Number, and Inspector, which could indicate that a duplicate record may have been created.


StaCon query This query retrieves audit data for the StaCon Report. In addition to entering the date range remember to select "Text Delimiter = ~" before running this query.

2 New Quality Assurance Monthly Report

This report can be created from data queried in the Data Tool.

2 Duplicate the old report

Outstanding Deviation Classification Report


Consistency Report by County


Inspector Comp by MAT Code

This report lists all the Inspectors and compares their inspections over a specified date range, MAT code, and Crew Employed By.


Inspector Comp This report lists all the Inspectors and compares their inspections over a specified date range and Crew Employed By.


Search for all uncorrected deviations being tracked


Inspection Items Being Checked

This query retrieves a list of all Inspection Items checked during a specified period of time. It shows how many times an Item was checked along with the amount Satisfactory, Unsatisfactory and Percent Satisfactory.


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StaCon Inspection Items Being Checked

This query retrieves a list of all Inspection Items checked during a specified period of time. It shows how many times an Item was checked along with the amount Satisfactory, Unsatisfactory and Percent Satisfactory. StaCon MAT Code table is used in this query.


Consistency Report by MAT Code

4.1.8 Report Terminology Changes

Old Field Name New Field Name

Form Completed By Inspected By

Initial Input Date Record Created

Project Manager/Engineer PM or Eng

Correction Verification Date Corr Verif Dt


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4.2 Gas Site Audit


The Gas Site Audit data entry screen should allow the user to enter data into the following fields:

Field Label Gas Site Audit

Inspected By Inspection Date Audit Type Inspection Time Duration in Hours SAP Number Order Type Code MAT Code Job Address County City Project Name Crew Employed By Main Work Center Crew on Site Person in Charge Fuser/Welder 1 Fuser/Welder 2 Fuser/Welder 3 Joint Facility Facility Inspected Install Method Carrier Pipe Pressure Correction Verified Corrected By Corr Verif Dt Tracker 1 Tracker 2 Comments



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The Gas Site Audit checklist should display the following columns:


Add


Button


Button

Inspection Item


Drop-down

Item Applicability

This column should display a drop-down list. The content of the drop down is drawn from the Insp_Item_Status table.

Drop-down

Total Inspections




Numeric

Unsatisfactory

Indicates that one or more of the inspection item checks do not fully meet PSE requirements/specifications. A correction may or may not be required depending on the item. For those "Unsatisfactory" inspection items where correction is not required we still need to handle the problem but we don't have to track the fix like we do when it pertains to problems with the actual facility being installed.

Numeric


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Classification

This is a required field anytime a number is entered into the "Unsat" field. The Inspector selects one of the options from the drop down box. If more than one classification applies to a problem the Inspector should pick the classification that they believe best applies. If there is more than one "Unsat" number for an Inspection Item and different classifications would apply to the problems the Inspector should pick what they would consider the most serious and classify the Inspection Item line with that classification. The field defaults to N/A when the "Unsat" field contains a "0".

Drop-down


Numeric


Remarks


Text field


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The Gas Site Audit checklist should display the following tables:

Table Values


Item Applicability

Inspection Status field should be defaulted to Not Applicable and the drop down list should be in this order:

Not Applicable Yes – Inspected Yes – Not Available Yes – Not Inspected

Classification

Classification field should be defaulted to N/A and the drop down list should be in this order:

Safety High

Safety Low

Operability

Reliability

Regulatory

N/A


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4.2.4 Gas Site Audit Inspection Items

These inspection items should appear in the Gas Site Audit inspection checklist. 1. Clearance - Underground 2. Coatings on Buried Pipe 3. Compaction 4. Cover and Pipe Depth 5. CP Requirements 6. Equipment Calibration Verified 7. Exposed Facility Protected 8. Final Backfill Material 9. Fusion 10. Initial Backfill Material 11. Inserted Pipe 12. Joining Pipe other than Weld or Fuse 13. Leak Testing 14. Locate Wire 15. Manuals on Site 16. Materials Handling, Storage and Transportation 17. Meter Set Assembly 18. Other 19. Painting/Coating Exposed Facility 20. Pipe: General Installation/Retirement Requirements 21. Purging 22. Qualification Card 23. Restoration 24. Service Prerequisites and Route Requirements 25. Squeezing Pipe 26. Tapping/Stopping 27. Valves - Main, Service, Excess Flow 28. Welding


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When a searching Gas Site Audit records, the following fields should be searchable:

Start Date

End Date

Audit Type

Inspected By

SAP Order Number

Data Entry Code

Project Name *

Job Address *

City

County

Crew Employed By

Crew on Site

Person in Charge

Fuser/Welder

MAT Code

Carrier Pipe

Pressure

Facility Inspected * Make as a wild card search


When a using the data tool with Gas Site Audit records, the following fields should be searchable:

Start Date

End Date

Audit Type

Crew Employed By


County

Main Work Center

Inspected By

Person in Charge

Joint Facility

Crew on Site

MAT Code

Carrier Pipe

SAP Order Number


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4.2.7 Reports

After a user opens the Gas Site Audit inspections folder and selects a report, the user should be able to filter report results by selecting Crew Employed by, Audit Type, Start Date and End Date. When a user selects a query, the user should be able to select Start Date, End Date, Audit Type and MAT Code. The following table lists the reports needed for Gas High Pressure and the priority of need.



Deviation Classification Report

Include SAP Order Number column in the results.

1 New Deviation Report Change name to "Deviation Report". Remove Summary table at the top. Include SAP Order Number column in the results.


Inspection Item Applicability Report


Search for possible duplicate records

This is a periodic quality control process that allows the user to search for records that have the same Date, Order Number, and Inspector, which could indicate that a duplicate record may have been created.


StaCon query This query retrieves audit data for the StaCon Report. In addition to entering the date range remember to select "Text Delimiter = ~" before running this query.

2 New TBD - Dean will let us know

This report can be created from data queried in the Data Tool.


Outstanding Deviation Classification Report


Inspector Comp by MAT Code

This report lists all the Inspectors and compares their inspections over a specified date range, MAT code, and Crew Employed By.


Inspector Comp This report lists all the Inspectors and compares their inspections over a specified date range and Crew Employed By.


Inspector Consistency: Counties


Jobs Audited More Than Once

This query lists SAP numbers that occur in more than one record and the number of occurrences.


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Inspection Items Being Checked

This query retrieves a list of all Inspection Items checked during a specified period of time. It shows how many times an Item was checked along with the amount Satisfactory, Unsatisfactory and Percent Satisfactory.


StaCon Inspection Items Being Checked

This query retrieves a list of all Inspection Items checked during a specified period of time. It shows how many times an Item was checked along with the amount Satisfactory, Unsatisfactory and Percent Satisfactory. StaCon MAT Code table is used in this query.


Unresolved Audit List This query allows the user to search for all Inspection Items that have "Action Req" > 0 and no "Date Resolved".


Inspector Consistency: Crew on Site


Inspector Consistency: Correction Verification

Make sure report name on list matches report name on report.


Resource Allocation by County




Resource Allocation by MAT Code


Resource Allocation by Facilities Inspected


Resource Allocation by Main Work Center




Fuser/Welder/Fitter 1 Fuser/Welder 1


Joint Trench Joint Facility

Installation Method Install Method

Correction Verification Date Corr Verif Dt


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4.3 Gas High Pressure


The Gas High Pressure data entry screen should allow the user to enter data into the following fields:

Field Label Gas High Pressure

Inspected By Inspection Date Inspection Start Time Duration in Hours SAP Order Number Order Type Code MAT Code Job Address County City/Unincorporated County Project Name Crew Employed By Main Work Center Crew on Site Person in Charge Fuser/Welder 1 Fuser/Welder 2 Fuser/Welder 3 Joint Facility Facility Inspected Install Method Carrier Pipe Pressure Pipe Grade Pipe Footage Ins X-Ray Qty MagParticle Qty Tracker 1 Tracker 2 Comments



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The Gas High Pressure checklist should display the following columns:


Add


Button


Button

Inspection Item


Drop-down

Total Inspections




Numeric

Unsatisfactory

Indicates that one or more of the inspection item checks do not fully meet PSE requirements/specifications. A correction may or may not be required depending on the item. For those "Unsatisfactory" inspection items where correction is not required we still need to handle the problem but we don't have to track the fix like we do when it pertains to problems with the actual facility being installed.

Numeric


Numeric



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Remarks


Text field

4.3.3 Checklist Table

The Gas High Pressure checklist should display the following table:

Table Values



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4.3.4 Gas High Pressure Inspection Items

These inspection items should appear in the Gas High Pressure inspection checklist. 1. Bending Steel Pipe 2. Boring and Plowing 3. Calibration Check Gas Scope 4. Calibration Check of Gauges & Chart Recorders 5. Calibration Check of Pocket Pot 6. Calibration Check of Pyrometer 7. Clearance - Underground 8. Coatings on Buried Pipe 9. Compaction 10. Correct Weld Procedure Used 11. Cover and Pipe Depth 12. CP Requirements 13. De-watering 14. Erosion Control 15. Final Backfill Material 16. Final Restoration 17. Fusion 18. Gas Field Procedures 19. Gas Operating Standards 20. Guard Post 21. Initial Backfill Material 22. Inserting In New Steel Casing 23. Installing Casing 24. Jeeping 25. Job Site Materials Inspected 26. Joining Pipe other than Weld or Fuse 27. Locate Wire 28. Main - Design & Installation 29. Main As-Built 30. Main Valve 31. Operator Qualification 32. Other 33. Painting/Coating Exposed Facilities 34. Pigging 35. Pipe Handling, Storage and Transportation 36. Plating/Cordoning 37. Preventing Accidental Ignition 38. Purging 39. Qualification Card 40. Radius Bend of PE 41. Rough Cleanup 42. Squeezing PE Pipe 43. Stopping other than Squeezing 44. Tapping Pipe 45. Testing 46. Tie-in 47. Trench Requirements


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When a searching Gas High Pressure records, the following fields should be searchable:

Start Date

End Date

Inspected By

SAP Order Number

Data Entry Code

Project Name *

Job Address *

County

City

Crew Employed By

Crew on Site

Person in Charge

Fuser/Welder

MAT Code

Carrier Pipe

Pressure

Facility Inspected * Make as a wild card search


Start Date

End Date

Crew Employed By


County

Main Work Center

Inspected By

Person in Charge

Joint Facility

Crew on Site

MAT Code

Carrier Pipe

SAP Order Number

4.3.7 Reports

After a user opens the Gas High-Pressure folder and selects a report, the user should be able to filter report results by selecting Start Date, End Date and Crew Employed by.


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When a user selects a query for Gas High-Pressure inspections, the user should be able to filter report results by selecting Start Date, End Date and MAT Code.

The following table lists the reports needed for Gas High Pressure and the priority of need.



Inspector Consistency: Hours


Resource Allocation by SAP Number


Resource Allocation by County

2 New TBD - Dean will let us know

2 New Query

Last Upload Report Lists each unique "Inspected By" and the latest upload date occurring with their records

2 New Query

Inspection Detail Report - All Inspectors

List all inspectors and the quantity (Total Insp) for each Inspection Item, Pipe Footage, Xray, Mag Particle

2 New Query

Inspection Detail Report - By Inspector

Shows one inspector and the quantity of Total Insp, Sat, Unsat, Percentage Satisfactory for each Inspection Item. Provides sum of Pipe Footage, Xray, Mag Particle for all inspections for that inspector in the specified date range.




Resource Allocation by MAT Code

scrub mat list


Resource Allocation by Facilities Inspected


Resource Allocation by Main Work Center


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Joint Trench Joint Facility

Installation Method Install Method

Pipe Footage Inspected Pipe Footage Ins.


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5 Appendix

5.1 Report Prototypes

5.1.1 Deviations by Classification

qai functional specification

Documents