Version 2.1.9 1|P a g e TABLE OF CONTENTS User Interface ................................................................................................................................. 7 Menu ............................................................................................................................................... 8 File ............................................................................................................................................... 8 New Project ............................................................................................................................................................................. 8 Open Project ........................................................................................................................................................................... 8 Recent Projects ....................................................................................................................................................................... 8 Import Project ......................................................................................................................................................................... 8 Export Project.......................................................................................................................................................................... 8 Admin ...................................................................................................................................................................................... 8 Tech Options ........................................................................................................................................................................... 8 Exit .......................................................................................................................................................................................... 8 Edit............................................................................................................................................... 8 Undo/Redo .............................................................................................................................................................................. 8 Multiple Component Parts ...................................................................................................................................................... 8 Multiple Test Plans .................................................................................................................................................................. 8 Criteria .................................................................................................................................................................................... 9 Transducers ............................................................................................................................................................................. 9 Project Properties ................................................................................................................................................................... 9 Report Options ........................................................................................................................................................................ 9 View ............................................................................................................................................. 9 Reset Zoom ............................................................................................................................................................................. 9 Zoom In ................................................................................................................................................................................... 9 Zoom Out ................................................................................................................................................................................ 9 Full Screen ............................................................................................................................................................................... 9 Help ............................................................................................................................................. 9 BOPX Help ............................................................................................................................................................................... 9 BOPX Best Practices ................................................................................................................................................................ 9 BOPX What’s New ................................................................................................................................................................... 9 About BOPX ............................................................................................................................................................................. 9 Creating New Test Project ............................................................................................................ 10 New Project ............................................................................................................................... 10 Project Name ........................................................................................................................................................................ 10 New Rig ................................................................................................................................................................................. 10 2|P a g e New Well ............................................................................................................................................................................... 10 Type....................................................................................................................................................................................... 10 Import Project Configuration ................................................................................................................................................ 10 Schematic Legend ......................................................................................................................... 11 Project Properties ......................................................................................................................... 12 Max RWP ............................................................................................................................................................................... 12 Max RWP-CFR ....................................................................................................................................................................... 12 Signatures .................................................................................................................................. 13 New Signature Tab ................................................................................................................................................................ 13 Existing Signature Tab ........................................................................................................................................................... 13 Build Tab ....................................................................................................................................... 14 Schematic Creation ................................................................................................................... 14 Navigation ............................................................................................................................................................................. 14 Adding Components .............................................................................................................................................................. 14 Removing Components ......................................................................................................................................................... 14 Positioning Components ....................................................................................................................................................... 14 Connecting BOP Components ............................................................................................................................................... 14 Rotating Components ........................................................................................................................................................... 14 Adding Links .......................................................................................................................................................................... 15 Changing/Deleting Links ........................................................................................................................................................ 15 Renaming Links ..................................................................................................................................................................... 15 Configure Component ............................................................................................................... 16 Name ..................................................................................................................................................................................... 16 Long Name ............................................................................................................................................................................ 16 Max Pressure......................................................................................................................................................................... 16 Validation Pressure ............................................................................................................................................................... 16 Directional ............................................................................................................................................................................. 16 Properties Tab ....................................................................................................................................................................... 16 Edit Multiple Parts ..................................................................................................................... 17 Build Configuration ................................................................................................................... 17 New Build Configuration ....................................................................................................................................................... 17 Copy Build Configuration ...................................................................................................................................................... 17 Remove Build Configuration ................................................................................................................................................. 17 Test Pipe Options .................................................................................................................................................................. 17 Plan Tab......................................................................................................................................... 18 3|P a g e Edit Transducers ........................................................................................................................ 18 Add/Edit Transducers ............................................................................................................................................................ 18 Existing Transducers .............................................................................................................................................................. 18 New Transducers................................................................................................................................................................... 18 Enable ................................................................................................................................................................................... 18 Name ..................................................................................................................................................................................... 18 Serial Number ....................................................................................................................................................................... 18 Transducer Values ................................................................................................................................................................. 19 Add/Change Transducer Certificate ...................................................................................................................................... 19 Edit Criteria................................................................................................................................ 19 Criteria - Admin ......................................................................................................................... 19 Add Criteria ........................................................................................................................................................................... 19 Criteria Tabs .......................................................................................................................................................................... 19 Criteria Parameters ............................................................................................................................................................... 20 Test Plan .................................................................................................................................... 20 Create New Test Plan ............................................................................................................................................................ 20 Activating Test Plan ................................................................................................................... 20 Plan Properties .......................................................................................................................... 21 Test Number ......................................................................................................................................................................... 21 Test Pressure ......................................................................................................................................................................... 21 Max Pressure Warning .......................................................................................................................................................... 21 Min Pressure Warning........................................................................................................................................................... 21 Test Criteria ........................................................................................................................................................................... 21 Transducer ............................................................................................................................................................................ 21 Critical Path ........................................................................................................................................................................... 21 Pipe Size ................................................................................................................................................................................ 21 Tested Parts .......................................................................................................................................................................... 21 Test instructions .................................................................................................................................................................... 21 Simulate Test Plan ..................................................................................................................... 22 Pressurize System ................................................................................................................................................................. 22 Close/Open Components ...................................................................................................................................................... 22 Tested Components .............................................................................................................................................................. 22 Copy Plan ................................................................................................................................... 23 Remove...................................................................................................................................... 23 4|P a g e Rename Plan.............................................................................................................................. 23 Live Warnings ............................................................................................................................ 23 Missing Pressure ................................................................................................................................................................... 23 Over Pressure ........................................................................................................................................................................ 23 Validation Pressure ............................................................................................................................................................... 24 Untested Components .......................................................................................................................................................... 24 Edit Multiple Plans .................................................................................................................... 24 Create Test Plan Report ............................................................................................................ 24 Test Plan Report .................................................................................................................................................................... 24 Test Tab ......................................................................................................................................... 25 Connected Status ...................................................................................................................... 25 PT Connect ............................................................................................................................................................................ 25 COM Connect ........................................................................................................................................................................ 25 X-FACTOR .............................................................................................................................................................................. 25 Tare Pressure............................................................................................................................. 26 Pressure Testing ........................................................................................................................ 26 Select Test ............................................................................................................................................................................. 26 Start Test ............................................................................................................................................................................... 26 Graph Scale ........................................................................................................................................................................... 26 Seek ....................................................................................................................................................................................... 26 Low Pressure Seek................................................................................................................................................................. 27 High Pressure Seek ................................................................................................................................................................ 27 Passing Seek Confirmation .................................................................................................................................................... 27 End Test................................................................................................................................................................................. 27 Visible Leak............................................................................................................................................................................ 27 Decreasing Trend .................................................................................................................................................................. 27 Seeking Sequence ................................................................................................................................................................. 28 Report Tab..................................................................................................................................... 29 Report Options ...................................................................................................................................................................... 29 Report Header Title and Subtitle ........................................................................................................................................... 29 Schematic Label Size ............................................................................................................................................................. 29 Report Attachments .............................................................................................................................................................. 29 Report Cover Image .............................................................................................................................................................. 29 Company Logo....................................................................................................................................................................... 29 5|P a g e Include/Exclude Information or Pages From Report ............................................................................................................. 30 Test Report ............................................................................................................................................................................ 30 Test Plan Report .................................................................................................................................................................... 30 Chart Report .......................................................................................................................................................................... 30 TPT TBPT Report .................................................................................................................................................................... 30 State Changes Report ............................................................................................................................................................ 30 Remove From Report ................................................................................................................ 32 Include In Report ....................................................................................................................... 32 Time Between Pressure Test Options ....................................................................................... 32 Troubleshooting COM Connections .............................................................................................. 36 SetUp Network Installation ....................................................................................................... 36 SetUp Local Installation ............................................................................................................. 36 Powering The Unit ..................................................................................................................... 36 Password ............................................................................................................................................................................... 36 Checking The Ethernet Connection ........................................................................................... 37 Ping Test .................................................................................................................................... 38 Open Command Prompt (cmd) ............................................................................................................................................. 38 Pairing Laptop And DAQ ............................................................................................................ 38 Change Laptop IP Addresses ................................................................................................................................................. 40 Support Contact Information ........................................................................................................ 41 General Support 8:00 AM to 5:00 PM ................................................................................................................................... 41 24 Hour Technical Support Hotline, Available With Support Package .................................................................................. 41 Support Email ........................................................................................................................................................................ 41 6|P a g e WELCOME TO BOPX THIS TRAINING MANUAL IS DESIGNED TO TAKE YOU THROUGH A STANDARD TEST SEQUENCE USING THE BOPX SYSTEM. USER INTERFACE 7|P a g e MENU FILE NEW PROJECT CREATES A NEW PROJECT OPEN PROJECT OPENS AN EXISTING PROJECT RECENT PROJECTS LIST OF PREVIOUS PROJECTS IMPORT PROJECT IMPORTS A SAVED PROJECT FROM YOUR FILE FOLDER SYSTEM *MUST CONTACT ENGENUITY SUPPORT TO UTILIZE THIS FEATURE EXPORT PROJECT EXPORTS THE CURRENT PROJECT FROM THE APPLICATION ADMIN *ENGENUITY SUPPORT OPTIONS AND TOOLS TO ASSIST USERS TECH OPTIONS *ENGENUITY AND BOPX TECHNICIAN OPTIONS AND TOOLS TO ASSIST USERS EXIT CLOSES BOPX PROGRAM EDIT UNDO/REDO ALLOWS USERS TO UNDO OR REDO ACTIONS IN THE CURRENT SESSION. MULTIPLE COMPONENT PARTS OPENS THE “EDIT MULTIPLE COMPONENT PARTS” PAGE, HERE A USER CAN UPDATE THE SETTINGS OF COMPONENT PARTS IN THE CURRENT PROJECT. MULTIPLE TEST PLANS OPENS THE “EDIT MULTIPLE TEST PLANS” PAGE, HERE A USER CAN UPDATE THE SETTINGS OF TEST PLANS IN THE CURRENT PROJECT. 8|P a g e CRITERIA OPENS THE “EDIT CRITERIA” PAGE, HERE A USER CAN DEFINE OR EDIT CRITERIA USED FOR TESTING. THIS IS A GLOBAL SETTING AND WILL BE USABLE FOR ALL PROJECTS. TRANSDUCERS OPENS THE “EDIT TRANSDUCERS” PAGE, HERE A USER CAN DEFINE OR EDIT TRANSDUCERS USED FOR TESTING. THIS IS A GLOBAL SETTING AND WILL BE USABLE FOR ALL PROJECTS. PROJECT PROPERTIES PROVIDES DETAILS OF THE CURRENTLY OPENED PROJECT. THIS INFORMATION WILL BE INCLUDED IN THE GENERATED REPORT. A PROJECT PROPERTIES ICON IS INCLUDED IN THE COMMAND LINE WHEN USING THE BUILD MODE. REPORT OPTIONS ALLOWS USER TO CHANGE COVER IMAGE, COMPANY LOGO IMAGE, ADJUST THE SCHEMATIC LABEL SIZES TO BEST FIT THE PLAN AND REPORT, UPDATE THE REPORT HEADER AND SUBHEADERS, AND ADD OR REMOVE PAGES FROM THE REPORTS. VIEW RESET ZOOM RESETS THE SCHEMATIC BACK TO THE CENTER OF THE DESIGN AREA ZOOM IN ALLOWS USERS TO ZOOM IN ON A SCHEMATIC IN THE DESIGN AREA ZOOM OUT ALLOWS USERS TO ZOOM OUT ON A SCHEMATIC IN THE DESIGN AREA FULL SCREEN WILL EXPAND THE PROGRAM TO THE FULL VIEWING EXTENTS OF THE MONITOR HELP BOPX HELP PROVIDES A DETAILED HELP FILE TO HELP NAVIGATE THE PROGRAM. BOPX BEST PRACTICES PROVIDES AN OVERVIEW OF BEST PRACTICES IN USING THE SOFTWARE FOR PRESSURE TESTING. BOPX WHAT’S NEW PROVIDES AN UPDATE ON THE NEWEST FEATURES AND UPDATES TO THE SOFTWARE. ABOUT BOPX PROVIDES CRITICAL PROGRAM INFORMATION SUCH AS VERSION AND REGISTRATION INFORMATION. 9|P a g e CREATING NEW TEST PROJECT NEW PROJECT TO CREATE A NEW PROJECT, NAVIGATE TO THE MENU RIBBON AND SELECT FILE > NEW PROJECT NAME PROJECT NAME IS THE NAME OF THE ENTIRE PROJECT NEW RIG SELECT FROM THE DROP DOWN OF AVAILABLE RIGS OR ENTER THE RIG IF NOT AVAILABLE NEW WELL SELECT FROM THE DROP DOWN OF AVAILABLE RIGS OR ENTER THE WELL IF NOT AVAILABLE TYPE SELECT FROM THE DROP DOWN OF AVAILABLE TEST TYPES OR SELECT CUSTOM AND PROVIDE A DESCRIPTION OF THE CUSTOM TEST TYPE IMPORT PROJECT CONFIGURATION: IMPORT PROJECT CONFIGURATION ALLOWS THE USER TO PRELOAD DATA PERFORMED IN AN EXISTING TEST OR PULL IN THE DEFAULT TEMPLATE “EXAMPLE PROJECT”. TO PRELOAD AN EXISTING TEST SIMPLY FILTER BY RIG OR BY WELL TO LOCATE A TEST PREVIOUS RAN WITH THE DESIRED DATA. THIS WILL PRELOAD THE SCHEMATIC AND TEST PLANS RAN IN THE SELECTED TEST TO LOAD FROM. 10 | P a g e SCHEMATIC LEGEND 11 | P a g e PROJECT PROPERTIES ONCE YOUR PROJECT IS CREATED, CLICK THE MATCHING ICON IN THE UPPER LEFT CORNER OF SCREEN TO ACTIVATE THE PROJECT PROPERTIES WINDOW. THIS INFORMATION WILL BE INCLUDED IN THE GENERATED REPORT. THE WELL NAME AND RIG NAME ARE PREPOPULATED FROM THE PROJECT CREATION. MAX RWP THIS ADJUSTABLE VALUE IS THE MAX RATED WORKING PRESSURE FOR YOUR BUILD. IF THIS VALUE IS NOT SET, YOU WILL RECEIVE A WARNING WHEN NAVIGATING TO THE TEST COMMAND TAB. MAX RWP-CFR THIS VALUE IS CREATED AUTOMATICALLY BASED OFF OF THE VALUE OF YOUR MAX RWP AND THE CALCULATIONS FROM SECTION 6.5.3.2.3 OF THE CFR . IMPORTANT NOTE MAX RWP-CFR WILL ONLY GENERATE A WARNING IT WILL NOT AUTOMATICALLY END SEEK. 12 | P a g e SIGNATURES INSERTS AND MANAGES THE SIGNATURE(S) REQUIRED FOR REPORT SIGNOFF REQUIREMENTS. SIGNATURES CAN BE ADDED OR DELETED TO THE LIST. SIGNATURES REQUIRED FOR THE REPORT CAN THEN BE SELECTED FROM THE LIST WHEN THE REPORT IS GENERATED. NEW SIGNATURE TAB EXISTING SIGNATURE TAB 13 | P a g e BUILD TAB SCHEMATIC CREATION SELECT THE BUILD TAB ON THE COMMAND MANAGER TO START THE BUILD PROCESS. NAVIGATION USE THE MOUSE TO PAN AND ZOOM IN THE DESIGN AREA. TO PAN WITH THE MOUSE, LEFT CLICK AND DRAG ON THE WHITE BACKGROUND OF THE DESIGN AREA. USE THE MIDDLE MOUSE WHEEL TO ZOOM IN/OUT OF AN AREA. POSITION THE CURS OR IN THE DESIRED AREA WHILE SCROLLING THE MIDDLE MOUSE WHEEL. ADDING COMPONENTS TO ADD A COMPONENT, LEFT CLICK AND DRAG A COMPONENT IN THE DESIGN LIBRARY INTO THE DESIGN AREA. *IT IS RECOMMENDED TO BUILD THE BOP STACK FIRST THEN ADD ADDITIONAL COMPONENTS. REMOVING COMPONENTS TO REMOVE A COMPONENT, DOUBLE CLICK THE COMPONENT AND SELECT THE RED “X” OR HIT DELETE ON THE KEYBOARD. POSITIONING COMPONENTS LEFT CLICK AND DRAG THE COMPONENT IN THE DESIGN AREA TO MOVE COMPONENTS TO THE DESIRED LOCATION. BE SURE TO SELECT THE COMPONENT AND NOT THE CONNECTIO N POINT (DOT) ON THE COMPONENT. CONNECTING BOP COMPONENTS BOP COMPONENTS CAN CONNECT TO OTHER BOP COMPONENTS. TO DO THIS, LEFT CLICK AND DRAG A BOP COMPONENT ON TOP OF ANOTHER BOP COMPONENT. WHEN THE TWO COMPONENTS TOUCH THE SINGLE CONNECTION POINT ON EACH WILL CONVERT TO HAVE CONNECTION POINTS ON BOTH SIDES WHERE THE 2 COMPONENTS MEET. THIS INDICATES THAT THE TWO COMPONENTS ARE CONNECTED AS DEPICTED IN THE IMAGE BELOW. WELL HEAD COMPONENT IS ABLE TO BE DELETED IF DESIRED. Connected ROTATING COMPONENTS COMPONENTS SUCH AS VALVES, TEES, AND ELBOWS CAN BE ROTATED . TO DO THIS DOUBLE CLICK A COMPONENT TO ACTIVATE IT. NOW SELECT THE ROTATE ICON ABOVE THE COMPONENT TO ROTATE. 14 | P a g e ADDING LINKS LINKS REPRESENT FLOW PATHS BETWEEN COMPONENTS. TO CREATE A LINK, HOLD LEFT CLICK ON A CONNECTION POINT OF A COMPONENT, THEN DRAG TO A CONNECTION POINT OF ANOTHER COMPONENT. IF THE LINK IS NOT CONNECTED PROPERLY THE COLOR OF THE LINK WILL BE YELLOW, A CONNECTED LINK WILL BE GREY. CHANGING/DELETING LINKS LINKS WILL AUTOMATICALLY SELECT A DIRECT PATH FROM ONE COMPONENT TO ANOTHER. IF THE PATH IS NOT DESIRABLE YOU CAN CHANGE THE PATH. TO DO THIS LEFT CLICK, HOLD, AND DRAG THE PATH TO THE DESIRED LOCATION. IF YOU DRAG A PATH TO AN UNDESIRED POSITION HOVER OVER THE LINK AND SELECT THE BLACK “X” TO REMOVE THAT MOVE. REMOVING A LINK IS DONE IN A SIMILAR MANNER, JUST HOVER OVER THE LINK AND SELECT THE RED “X” TO REMOVE THE LINK COMPLETELY. RENAMING LINKS LINKS CAN HAVE PROPERTIES EDITED BY CLICKING ON THE COG ICON. THIS WILL ALLOW THE USER TO CHANGE THE LINK NAME, LONG NAME, MAX PRESSURE AND VALIDATION PRESSURE. *IF THE USER ELECTS TO EDIT THESE FIELDS THE LINK WILL BE CONSIDERED A TESTED COMPONENT. 15 | P a g e CONFIGURE COMPONENT CONFIGURING COMPONENTS IS AN IMPORTANT STEP IN THE PROCESS BECAUSE IT SERVES MULTIPLE PURPOSES. IT PROVIDES TEST INFORMATION SUCH AS NAMES AND DIRECTION TYPE. IT ALSO ENABLES THE USER TO PROVIDE CRITICAL TESTING INFORMATION ABOUT THE COMPONENT TO ENSURE IT IS TESTED CORRECTLY. TO CONFIGURE A COMPONENT, DOUBLE CLICK THE COMPONENT AND SELECT THE COGWHEEL. NAME THE REPORTED ABBREVIATION OF THE COMPONENT, THIS HAS A LIMIT OF 5 CHARACTERS LONG NAME FULL DESCRIPTIVE NAME OF THE COMPONENT MAX PRESSURE THE MAX PRESSURE THE COMPONENT IS RATED FOR VALIDATION PRESSURE THE PRESSURE AT WHICH A COMPONENT WILL BE VALIDATED TO FOR THAT TEST. THIS IS A REPORTED VALUE AND WILL NEED TO BE UPDATED FOR EACH TEST IF THE VALUE CHANGES. DIRECTIONAL *THIS OPTION IS ONLY AVAILABLE ON VALVES AN INDICATION THAT THE VALVE IS TESTED ON BOTH SIDES. TO ENABLE THIS OPTION, CLICK ON THE ABOVE THE VALVE ICON, THEN SELECT THE CHECK BOX AND PROVIDE UP TO A FIVE-DIGIT IDENTIFIER FOR EACH SIDE. ONCE SELECTED, THE WHITE CONNECTION POINT WILL FILL WITH COLOR. USERS CAN ALSO DEFINE SEPARATE VALIDATION PRESSURES. PROPERTIES TAB HERE YOU CAN PROVIDE MODEL AND SERIAL NUMBER INFORMATION TO TRACK ASSETS. 16 | P a g e EDIT MULTIPLE PARTS EDIT MULTIPLE PARTS ALLOWS USERS TO CHANGE MULTIPLE COMPONENT PROPERTY VALUES AT ONE TIME. CLICK THIS ICON TO OPEN THE DIALOG BOX, HERE A USER CAN SELECT A PROPERTY AND SET A VALUE TO BE APPLIED TO COMPONENTS SELECTED IN THE BELOW LIST. BUILD CONFIGURATION BUILD CONFIGURATION ALLOWS USERS TO CREATE OR COPY SCHEMATICS AND PLANS ASSOCIATED WITH A COPIED SCHEMATIC. IT CONTROLS OVERALL TEST PARAMETERS SUCH AS “TEST PIPE INSERTED”, “NOT TEST PIPE”, AND “RISER TEST”. NEW BUILD CONFIGURATION CLICK ON THE ‘NEW’ BUTTON TO CREATE A NEW EMPTY BUILD CONFIGURATION. COPY BUILD CONFIGURATION CLICK ON THE ‘COPY’ BUTTON TO CREATE A COPY OF THE CURRENT BUILD CONFIGURATION. REMOVE BUILD CONFIGURATION CLICK ON THE ‘REMOVE’ BUTTON TO DELETE THE CURRENT BUILD CONFIGURATION. TEST PIPE OPTIONS LEFT CLICK THE OPTION FOR THE DESIRED BUILD CONFIGURATION SETTING. “TEST PIPE INSERTED” WILL SIMULATE A BUILD CONFIGURATION WITH TEST PIPE IN THE BOP STACK. “OPEN, NO TEST PIPE” WILL SIMULATE A BUILD CONFIGURATION WITH NO TEST PIPE IN THE BOP STACK. WHEN THE TEST PIPE OPTION IS CHANGED, THE SOFTWARE WILL NAVIGATE YOU TO THE BUILD TAB UPON CLOSING THE WINDOW. IMPORTANT NOTE BUILD CONFIGURATIONS SHOULD NOT BE USED TO CREATE COPIES OF ALL TEST PLANS. IF A PROJECT HAS MORE THAN 32 TESTS IT WILL CAUSE REPORTING ERRORS. IMPORTANT NOTE BUILD CONFIGURATIONS THAT HAVE TEST PLANS THAT HAVE TEST DATA ASSOCIATED WITH THEM WILL NOT BE ALLOWED TO BE DELETED. 17 | P a g e PLAN TAB EDIT TRANSDUCERS MULTIPLE TRANSDUCERS CAN BE ASSIGNED TO THE SOFTWARE GLOBALLY . THE CERTIFICATION EXPIRATIONS ARE TRACKED TO ENSURE ALL TRANSDUCERS ARE IN CERTIFICATION. WHEN THE SOFTWARE IS OPEN ANY TRANSDUCER WITHIN 60 DAYS OF EXPIRING WILL POPULATE A WARNING IN THE UPPER RIGHT HAND CORNER OF THE SOFTWARE. ADD/EDIT TRANSDUCERS TO ADD OR EDIT EXISTING TRANSDUCER SELECT THE MANAGE TRANSDUCER ICON. THIS WILL OPEN A DIALOG BOX WHERE USERS CAN ADD OR EDIT TRANSDUCERS. EXISTING TRANSDUCERS THE LIST OF TRANSDUCERS MAY CONSIST OF CURRENT AND EXPIRED TRANSDUCERS OUT FOR CERTIFICATION. IF THE TRANSDUCER CERTIFICATION IS CURRENT, SELECT THE BOX NEXT TO THE TRANSDUCER TO ENABLE IT FOR SELECTION DURING TEST PLANNING. NEW TRANSDUCERS SELECT THE NEW TAB IN THE MANAGE TRANSDUCER DIALOG BOX TO ADD A NEW TRANSDUCER. ENABLE SELECT ENABLE TO ADD IT TO THE LIST OF SELECTABLE TRANSDUCERS NAME THE NAME OF THE TRANSDUCER *THE NAME FIELD IS IMPORTANT AS IT WILL BE WHAT IS SHOWN IN THE DROPDOWN OF SELECTIONS FOR TRANSDUCERS IN PLAN PROPERTIES SERIAL NUMBER THE USER WILL INPUT THE SERIAL NUMBER OF THE TRANSDUCER IN THIS FIELD 18 | P a g e TRANSDUCER VALUES THE USER WILL INPUT THE VALUES LISTED IN EACH TRANSDUCER’S CERTIFICATE TO COMPLETE THESE VALUES IN THE FORM. THE 0% REPRESENTS 0 PRESSURE AND 100% REPRESENTS THE MAXIMUM WORKING PRESSURE RATING FOR THE TRANSDUCER. ADD/CHANGE TRANSDUCER CERTIFICATE THE SOFTWARE WILL INCLUDE ALL TRANSDUCER CERTIFICATES FOR EACH TRANSDUCER USED DURING THE TESTS IN THE REPORTS. TO ADD AND CHANGE A CERTIFICATE SELECT THE CHANGE ICON THIS WILL OPEN A FILE EXPLORER WINDOW WHERE YOU CAN BROWSE TO THE CER TIFICATE TO ASSOCIATE WITH THE TRANSDUCER. THE TRANSDUCER CERTIFICATE IS COPIED AND STORED IN A FILE ONLY USED BY THE SOFTWARE. EDIT CRITERIA SELECT THE EDIT CRITERIA ICON IN THE PLAN TAB COMMAND MANAGER TO EDIT, VIEW OR CREATE NEW TEST CRITERIA. THIS WILL OPEN THE EDIT CRITERIA DIALOG BOX. BY DEFAULT, THE ENGENUITY CRITERIA IS LISTED AND CANNOT BE CHANGED OR DELETED. CRITERIA - ADMIN ADMIN USERS CAN SELECT THE BUTTON IN THE TOP LEFT CORNER TO ENTER A PASSWORD. ONCE ENTERED, THE CRITERIA UNLOCKS AND ALLOWS THE ADMIN TO ENTER NEW CRITERIA OR ADJUST PREVIOUSLY ENTERED CRITERIA. ADD CRITERIA TO ADD CRITERIA, SELECT THE ADD CRITERIA BOX ON THE TOP RIGHT OF THE LIST OF CRITERIA. THIS ADDS A NEW ROW WHERE USERS CAN INPUT THE NAME, DESCRIPTION AND PARAMETERS FOR THE CRITERIA. CRITERIA TABS SELECT BETWEEN LOW PRESSURE, HIGH PRESSURE AND SINGLE PRESSURE PARAMETERS BY SELECTING THE TABS ABOVE THE CRITERIA. 19 | P a g e CRITERIA PARAMETERS • MINIMUM DURATION - THE MINIMUM TIME IN WHICH A TEST MUST BE VALIDATED • MAX ALLOWABLE ∆P – THE ALLOWABLE DECAY OF THE TEST PRESSURE. THE NUMBER CALCULATED FROM PERCENTAGE IS THE MAX CHANGE OF PRESSURE + OR – THAT IS ACCEPTABLE WITHIN THE VALIDATION PERIOD. IF THE NUMBER IS SET TO STATIC, THERE IS NO CALCULATION NECESSARY. O EXAMPLE: 5% OF 250 PSI LOW PRESSURE TEST = 12.5 PSI • MIN WARNING PRESSURE – THE MINIMUM PRESSURE A TEST CAN BE VALIDATED IN • MAX WARNING PRESSURE – THE MAXIMUM PRESSURE A TEST CAN BE VALIDATED IN • TEST PRESSURE – THE TARGET OR MINIMUM PRESSURE DESIRED FOR THE TEST • DECAY TYPE (% OR STATIC) – THE USER CAN SELECT TO DETERMINE THE ALLOWABLE ∆P AS A STATIC NUMBER OR PERCENTAGE BASED NUMBER. • DECREASING TREND – ENABLES ENGENUITY’S METHOD TO MONITOR FOR CONSTANT IMPROVEMENT THROUGHOUT THE VALIDATION PERIOD. IF THE TEST DOES NOT MEET THE DECREASING TREND REQUIREMENT THEN THE TEST WILL NOT PASS. • PASSWORD REQUIRED – WITH PASSWORD SELECTED THE OPERATOR WILL NEED TO GET APPROVAL TO PERFORM THE CRITERIA. THE PASSWORD IS ENTERED WHEN SELECTING THE CRITERIA IN THE PLANNING PHASE. TEST PLAN SELECT THE PLAN TAB ON THE COMMAND MANAGER TO CREATE AND SIMULATE INDIVIDUAL TEST PLANS. CREATE NEW TEST PLAN TO CREATE A NEW TEST PLAN SIMPLY CLICK THE PLUS ICON LOCATED IN THE COMMAND MANAGER. A POP-UP WINDOW WILL APPEAR WHERE YOU CAN ENTER THE TEST PLAN NAME. THE TEST PLAN NAME MUST START WITH “T” FOLLOWED BY NUMERIC VALUE. IT CAN END IN AN ALPHA CHARACTER FOR RETEST. E.G. T1, T2, T2A, T2B, T3 IMPORTANT NOTE BE SURE TO HAVE THE CORRECT BUILD CONFIGURATION ACTIVE WHEN CREATING A NEW TEST PLAN . THE TEST PLAN WILL ONLY BE ASSOCIATED WITH THE ACTIVE BUILD CONFIGURATION. ANY CHANGES TO THAT BUILD WILL BE UPDATED IN ANY ASSOCIATED TEST PLANS. ACTIVATING TEST PLAN TO ACTIVATE A TEST PLAN SIMPLY SELECT THE DESIRED PLAN IN THE PLAN TREE. WHEN THE PLAN IS SELECTED THE BUILD WILL POPULATE IN THE DESIGN AREA. THE PROPERTIES OF THE TEST PLAN WILL ALSO BE AVAILABLE ON THE RIGHT-HAND SIDE OF THE DESIGN AREA. 20 | P a g e PLAN PROPERTIES TEST NUMBER THE NAME OF THE TEST SEQUENCE. TEST PRESSURE THE PRESSURE TO BE TESTED TO DURING TESTING. IF THIS VALUE IS ADJUSTED ABOVE THE MAX PRESSURE WARNING OR BELOW THE MIN PRESSURE WARNING, IT WILL ADJUST THE VALUES AUTOMATICALLY. IT WILL SET THE MAX PRESSURE TO 100 ABOVE PLAN PRESSURE, AND MIN PRESSURE TO MATCH PLAN PRESSURE. MAX PRESSURE WARNING THE MAX PRESSURE THAT THE SOFTWARE CAN BE IN A SEEKING CONDITION. VALUE CAN NOT BE SET LOWER THAN TEST PRESSURE. MIN PRESSURE WARNING THE MINIMUM PRESSURE THAT THE SOFTWARE CAN BE IN A SEEKING CONDITION. VALUE CAN NOT BE SET HIGHER THAN TEST PRESSURE. TEST CRITERIA A DROP DOWN OF AVAILABLE TEST CRITERIA. SELECT THE CRITERIA IN WHICH THE TEST NEEDS TO BE VALIDATED FROM. TRANSDUCER A DROP DOWN OF AVAILABLE TRANSDUCERS. SELECT THE TRANSDUCER IN WHICH THE TEST NEEDS TO BE VALIDATED FROM. CRITICAL PATH AN OPTION FOR WHETHER THE TEST IS IN CRITICAL PATH OR IF IT IS A NON-CRITICAL PATH TEST. PIPE SIZE THE ACTUAL PIPE SIZE USED IN THE TEST. TESTED PARTS THE LIST OF TESTED COMPONENTS OR LINE UP FOR THAT TEST . TEST INSTRUCTIONS THE INSTRUCTIONS FOR THE TEST. IMPORTANT NOTE TEST INSTRUCTIONS WILL ONLY SHOW UP IN THE TEST PLAN REPORT. THE TEST PLAN REPORT DOES NOT INCLUDE ANY INFORMATION ON PASSED OR FAILED TESTS. IN THE TEST TAB THERE IS A SECTION FOR REPORT COMMENTS THAT WILL SHOW UP IN THE TEST, CHART AND TPT/TPBT REPORTS. 21 | P a g e SIMULATE TEST PLAN PRESSURIZE SYSTEM *YOU MUST HAVE A PRESSURE SOURCE TO START THE SIMULATION. LOCATE THE PUMPING UNIT AND DOUBLE CLICK THE ICON . YOU WILL NOW HAVE A SELECTION BOX AROUND THE ICON, HOVER OVER THE BUTTON IN THE TOP RIGHT CORNER AND SELECT IT. NOTICE THE PUMP ICON COLOR WILL CHANGE TO RED ALONG WITH THE LINK TO INDICATE PRESSURIZATION. CLOSE/OPEN COMPONENTS ALL COMPONENTS ARE SET TO THE OPEN STATE BY DEFAULT. THE FLOW PATH WILL CONTINUE UNTIL IT REACHES A CLOSED COMPONENT. *IF FLOW CONTINUES PAST A COMPONENT AFTER IT IS CLOSED ENSURE FLOW IS NOT REACHING THE COMPONENT FROM THE OPPOSITE DIRECTION. TESTED COMPONENTS AS PRESSURE REACHES NEW COMPONENTS, THEY WILL BE CONSIDERED TESTED COMPONENTS OF THAT PLAN. A LIST OF ALL TESTED COMPONENTS IS AUTOMATICALLY POPULATED IN REAL TIME AS COMPONENTS ARE OPENED AND CLOSED UNDER THE PROPERTIES BOX RIGHT OF THE DESIGN AREA. THE COMPONENTS IN THIS LIST ARE SELECTABLE. ONCE A COMPONENT IS SELECTED, IT WILL HIGHLIGHT THE CORRESPONDING COMPONENT IN THE SCHEMATIC. 22 | P a g e COPY PLAN TO COPY A TEST PLAN SIMPLY RIGHT CLICK THE TEST PLAN YOU WISH TO COPY IN THE PLAN TREE AND SELECT “COPY PLAN”. *REMEMBER THAT TEST PLANS ARE ONLY CREATED IN THE ACTIVE CONFIGURATION. REMOVE TO REMOVE A TEST PLAN RIGHT CLICK THE PLAN AND SELECT DELETE. RENAME PLAN WHEN A TEST PLAN HAS DATA THE SYSTEM WILL CHANGE THE REMOVE BUTTON TO A RENAME BUTTON TO PREVENT THE USER FROM DELETING TESTS WITH DATA. THE NAMING CONVENTION IN THE SOFTWARE IS TO START EVERY TEST WITH THE LETTER “T” FOLLOWED BY THE TEST PLAN NUMBER. TESTS CAN NOT HAVE THE SAME NAME. *TEST PLANS THAT HAVE DATA WILL BE HIGHLIGHTED IN GRAY . IMPORTANT NOTE WHEN COPYING A PLAN, A TEST PLAN NAME CANNOT BE DUPLICATED. THE TEST PLAN NAME WHEN COPIED WILL APPEND A LETTER AFTER THE TEST NAME. THIS FUNCTIONALITY WAS INTENDED TO QUICKLY CREATE TEST PLANS FOR FAILED TEST. LIVE WARNINGS TO ACCESS LIVE WARNINGS, SELECT THE IMAGES AT THE BOTTOM ON THE STATUS BAR. ONCE THE WARNING IS CLICKED, A SELECTABLE LIST WILL POPULATE. THE USER MAY CLICK ON THE COMPONENT LISTED IN THE WARNING AND IT WILL HIGHLIGHT THE COMPONENT IN THE DESIGN AREA. MISSING PRESSURE IF A COMPONENT IS MISSING A MAX PRESSURE IN IT’S COMPONENT SETTINGS, A MISSING PRESSURE WARNING WILL POPULATE. SELECT THE “MISSING PRESSURE” ICON IN THE STATUS BAR TO VIEW COMPONENTS MISSING PRESSURE. TO RESOLVE THIS, INPUT A MAX PRESSURE TO THE COMPONENT TO RESOLVE THE WARNING. OVER PRESSURE IF A TESTED COMPONENT’S “MAX PRESSURE” IS LOWER THAN THE TEST’S PLAN PRESSURE IT WILL GENERATE A “OVER PRESSURE” WARNING. SELECT THE “OVER PRESSURE” ICON IN THE STATUS BAR TO VIEW COMPONENTS WITH OVER PRESSURE CONDITIONS. TO RESOLVE THIS, REDUCE THE TEST PLAN PRESSURE OR INCREASE THE COMPONENT’S MAX PRESSURE. 23 | P a g e VALIDATION PRESSURE IF A TEST PLAN IS NOT CREATED TO TEST THE COMPONENT’S VALIDATION PRESSURE PROPERTIES, IT WILL GENERATE A “VALIDATION PRESSURE” WARNING. THE “VALIDATION PRESSURE” ICON IN THE STATUS BAR TO VIEW COMPONENTS WITH VALIDATION PRESSURE WARNING. TO RESOLVE THIS, CHANGE THE VALIDATION PRESSURE OF THE COMPONENT TO MATCH THE TEST PLAN OR CHANGE THE TEST PLAN PRESSURE TO MATCH THE COMPONENT’S VALIDATION PRESSURE. UNTESTED COMPONENTS IF A COMPONENT HAS NOT BEEN CLOSED WITH PRESSURE APPLIED TO THE COMPONENT IN A TEST PLAN IT WILL GENERATE AN “UNTESTED COMPONENTS” WARNING. SELECT THE “UNTESTED COMPONENTS” ICON IN THE STATUS BAR TO VIEW UNTESTED COMPONENTS. TO RESOLVE THIS, ADD THE COMPONENT TO AN EXISTING TEST PLAN OR CREATE A NEW TEST PLAN WITH THE COMPONENT CLOSED WITH PRESSURE FLOWING TO ONE SIDE OF THE COMPONENT. EDIT MULTIPLE PLANS EDIT MULTIPLE PLANS ALLOWS USERS TO CHANGE MULTIPLE PLAN PROPERTIES’ VALUES AT ONE TIME. SELECT THE COGS ICON ON THE PLAN TAB TO OPEN THE DIALOG BOX . HERE A USER CAN SELECT A PROPERTY AND SET A VALUE TO BE APPLIED TO COMPONENTS SELECTED IN THE BELOW LIST. IMPORTANT NOTE MAX PRESSURE CAN NEVER BE BELOW PLAN PRESSURE. THE SYSTEM WILL AUTOMATICALLY UPDATE THE MAX PRESSURE TO BE 100 PSI HIGHER THAN THE TEST PLAN PRESSURE AS A DEFAULT. CREATE TEST PLAN REPORT TEST PLAN REPORT THIS IS A REPORT THAT CAN BE SHARED WITH THE TEAM BEFORE/DURING TESTING. SELECT THE REPORT TAB ON THE COMMAND MANAGER. NEXT SELECT THE “TEST PLAN REPORT” ICON IN THE COMMAND MANAGER AND SELECT “OPEN REPORT” IN THE DESIGN AREA. 24 | P a g e TEST TAB ALL THE NECESSARY SETTINGS TO RUN A TEST ARE STORED FOR EACH TEST FROM THE PLAN PROPERTIES OF EACH TEST PLAN. IT IS IMPORTANT TO REVIEW THE TEST PLAN PROPERTIES OF EACH TEST BEFORE RUNNING THE TEST. IMPORTANT NOTE BEFORE STARTING ANY TEST CHECK THAT THE PRESSURE IS CORRECT ON THE DISPLAY, AND THAT THE DATE AND TIME ON THE PC ARE SET CORRECTLY. CONNECTED STATUS PT CONNECT THE PT CONNECT INDICATOR CAN EITHER BE GREEN OR RED. GREEN INDICATES THE SYSTEM IS RECEIVING SIGNAL FROM THE TRANSDUCER AS INTENDED. RED INDICATES A FAULT IN THE TRANSDUCER SIGNAL. THIS FAULT CAN BE CAUSED BY THE COM CONNECT INDICATOR IN A RED STATUS, TRANSDUCER CABLE, FAULT IN TRANSDUCER, OR A FAULT IN THE A-D CONVERTOR. COM CONNECT THE COM CONNECT INDICATOR CAN EITHER BE GREEN OR RED. GREEN INDICATES THE SYSTEM IS RECEIVING SIGNAL FROM THE UNIT AS INTENDED. RED INDICATES A FAULT IN THE IN SIGNAL CONNECTING THE UNIT TO THE LAPTOP. THIS FAULT CAN BE CAUSED BY INCORRECT IP ADDRESSES, DAMAGED ETHERNET CABLE, POOR NETWORK CONNECTION, OR AN INTERNAL PROBLEM WITH ELECTRONICS OF THE UNIT. X-FACTOR X-FACTOR IS A VERY QUICK AND ROUGH LOOK AT THE CURRENT PRESSURE OF THE TEST TO HELP DETERMINE WEATHER OR NOT A TEST CAN PASS. A GREEN INDICATION MEANS THE TEST IS STABLE OR THERE IS A DETECTABLE IMPROVEMENT THAT INDICATES THE TEST COULD PASS. IT IS NOT REQUIRED TO SEEK FOR A PRESSURE IT IS ONLY AN INDICATOR. 25 | P a g e TARE PRESSURE SELECT THE TARE PRESSURE ICON IN THE TEST TAB COMMAND MANAGER. A POPUP WILL APPEAR ENTER THE CORRECT PRESSSURE VALUE AND SELECT APPLY, THE PRESSURE READING SHOULD ADJUST TO THE PRESSURE ENTERED IN POPUP. THIS TARE VALUE WILL BE STORED UNTIL CHANGED AGAIN. PRESSURE TESTING SELECT TEST SELECT A TEST FROM THE DROP DOWN IN THE TEST PROPERTIES PANE L. IF THE DESIRED TEST IS NOT IN THE DROP-DOWN LIST BE SURE TO HAVE THE CORRECT BUILD CONFIGURATION SELECTED. *TEST THAT HAVE ALREADY BEEN RAN WILL NOT BE SELECTABLE. IMPORTANT NOTE ONCE THE TEST IS SELECTED, ENSURE THE PROPER TEST CRITERIA AND TRANSDUCER POPULATE IN THE FIELDS BELOW. IF THE VALUE S ARE INCORRECT GO BACK TO THE PLAN TAB AND ENSURE THE CORRECT VALUES ARE SET IN THE PROPERTIES FOR THAT TEST. START TEST TO BEGIN A TEST, SELECT THE START MONITORIN G ICON IN THE COMMAND MANAGER. THIS WILL BEGIN THE RECORDING PROCESS, AT THIS TIME PRESSURE CAN BE APPLIED TO THE SYSTEM. GRAPH SCALE TO SCALE THE PRESSURE AND ROC VALUES IN THE GRAPH USE THE FUNCTIONS LOCATED BELOW THE SEEK FUNCTION. ZOOM FOR PRESSURE SCALE WILL CONTINUOUSLY UPDATE BASED OFF OF THE CURRENT PSI VALUE. FOR ROC SCALE IT WILL CENTER THE ZOOM AROUND A VALUE OF “0”. DEFAULT GRAPH WILL AUTO SCALE OVER THE CURRENT PSI AND ROC VALUES. SEEK ONCE THE SYSTEM HAS REACHED THE APPROPRIATE PSI , SEEK CAN BE SELECTED TO DETERMINE IF A PASSING CONDITION CAN BE FOUND. IF THE PASSING CONDITIONS SET IN THE CRITERIA ARE REACHED THE SYSTEM WILL PASS THE SEEK. DEPENDING ON THE CRITERIA, A TEST CAN REQUIRE A SINGLE SEEK OR A LOW AND HIGH PRESSURE SEEK. ALL SEEK CONDITIONS MUST PASS FOR THE OVERALL TEST TO BE CONSIDERED PASSED. IMPORTANT NOTE 26 | P a g e USERS MUST USE THE INDICATORS PROVIDED TO DETERMINE IF THE TEST WILL PASS, THE SYSTEM WILL NOT FAIL A TEST. LOW PRESSURE SEEK TO SEEK A LOW-PRESSURE TEST, SELECT THE START LP SEEK ICON . WHEN SEEK IS SELECTED, THE SYSTEM WILL COMPARE THE RECORDED RESULTS AGAINST THE CRITERIA TO DETERMINE IF A PASSING CONDITION IS PRESENT. ONCE A PASSING CONDITION IS FOUND THE SEEK WILL AUTOMATICALLY END AND A GREEN PASS ICON WILL APPEAR NEXT TO THE SEEK BUTTON. HIGH PRESSURE SEEK TO SEEK A HIGH-PRESSURE TEST, SELECT THE START LP SEEK ICON . WHEN SEEK IS SELECTED, THE SYSTEM WILL COMPARE THE RECORDED RESULTS AGAINST THE CRITERIA TO DETERMINE IF A PASSING CONDITION IS PRESENT. ONCE A PASSING CONDITION IS FOUND THE SEEK WILL AUTOMATICALLY END AND A GREEN PASS ICON WILL APPEAR NEXT TO THE SEEK BUTTON. PASSING SEEK CONFIRMATION TO CONFIRM THAT PRESSURE WAS NOT MANIPULATED DURING SEEKING, THIS POPUP WAS INTEGRATED ONCE A SEEK PASSES. SELECT “PASS SEEK” TO CONFIRM PRESSURE WAS NOT MANIPULATED, SELECT “CANCEL PASSING SEEK” TO CONFIRM PRESSURE WAS MANIPULATED. END TEST TO END A TEST, SELECT THE STOP MONITORING ICON IN THE COMMAND MANAGER. THIS WILL END THE RECORDING PROCESS. *BE SURE THE SYSTEM IS BLED DOWN BEFORE ENDING THE TEST. VISIBLE LEAK DURING THE TEST IF A VISIBLE LEAK IS FOUND PRESS THE VISIBLE LEAK ICON TO STOP THE TEST INDICATING A VISIBLE LEAK WAS FOUND. DECREASING TREND DECREASING TREND IS AN ENGENUITY PROPRIETARY METHOD TO IDENTIFY IMPROVING CONDITIONS DURING PRESSURE TESTS. WHEN SELECTED IT APPLIES A “TREND FACTOR” NUMBER RANGING FROM 0 1. ONE (1) REPRESENTS A RATE CONSISTENT WITH A CONSTANT LEAK. ZERO (0) WOULD INDICATE THE BEST IMPROVING RATE WHERE NO CONSTANT LEAK IS FOUND. A TREND FACTOR OF .9 OR BELOW WOULD INDICATE A TEST WITH GOOD IMPROVING CONDITIONS. *DECREASING TREND ONLY APPLIES TO HIGH PRESSURE TESTS AND IT IS NOT APPLIED WITH A ROC OF 2.5 PSI/MIN OR BELOW. IMPORTANT NOTE A SEEK CANNOT BE ACTIVE WHILE MANUALLY MANIPULATING PRESSURE E.G. IF THE SYSTEM IS BEING PRESSURIZED OR BLED DOWN. 27 | P a g e SEEKING SEQUENCE HP Seek Automatically Ended Start HP Seek Start LP Seek LP Seek Automatically Ended Start Monitoring End Monitoring 28 | P a g e REPORT TAB SELECT REPORT TAB TO GENERATE AND VIEW COMPLETED TEST DATA TO ENSURE THE REPORT IS COMPLETE, THE FOLLOWING DIALOG BOXES AND USER FIELDS SHOULD HAVE ALL OF THEIR CORRECT VALUES INPUTTED. • PROJECT PROPERTIES • COMPONENT PROPERTIES • REPORT COMMENTS *BE SURE TO CHECK ALL LIVE WARNINGS FOR ACCURACY BEFORE GENERATING A REPORT. REPORT OPTIONS TO ACCESS REPORT OPTIONS SELECT EDIT>REPORT OPTIONS FROM THE FILE MENU BAR. REPORT HEADER TITLE AND SUBTITLE FILL IN THE BOX WITH THE DESIRED TITLE AND SUBTITLE FOR THE REPORT. THIS WILL BE LOCATED AT THE TOP OF EACH PAGE OF THE REPORT. SCHEMATIC LABEL SIZE USERS CAN ADJUST THE SIZE OF THE LABELS ON THE SCHEMATIC WITHIN THE BUILD AND REPORT TABS, AND IN THE REPORTS. REPORT ATTACHMENTS SELECT THE ADD ATTACHMENT ICON TO ADD ANY ATTACHMENT TO THE REPORT. THIS WILL OPEN A DIALOG BOX WHERE USERS CAN NAVIGATE TO THE DESIRED ATTACHMENT. REPORT COVER IMAGE SELECT ADD COVER IMAGE. THIS OPENS A DIALOG BOX TO NAVIGATE TO THE DESIRED COVER IMAGE. SELECT THE DESIRED IMAGE AND SELECT OPEN IN THE DIALOG BOX. THIS CREATES A PREVIEW UNDER COVER IMAGE. COMPANY LOGO SELECT ADD COMPANY REPORT LOGO. THIS OPENS A DIALOG BOX TO NAVIGATE TO THE DESIRED COVER IMAGE. SELECT THE DESIRED IMAGE AND SELECT OPEN IN THE DIALOG BOX. THIS CREATES A PREVIEW UNDER COVER IMAGE. 29 | P a g e INCLUDE/EXCLUDE INFORMATION OR PAGES FROM REPORT WHEN SELECTED THE FOLLOW PAGES WILL BE ADDED TO THE FINAL REPORT. • INCLUDE FAILING TESTS – THIS WILL INCLUDE FAILING TEST’S SCHEMATICS AND GRAPH RESULTS. • INCLUDE COVER PAGE – THIS INCLUDES A COVER PAGE WITH THE COVER PAGE IMAGE ATTACHED. • INCLUDE TPT/TBPT PAGE – THIS PAGE HAS INFORMATION ON THE TIME DURING PRESSURE TESTS, TIME BETWEEN PRESSURE TESTS AND TOTALS AND AVERAGES FROM THAT DATA. • INCLUDE TP PAGE – THIS PAGE HAS INFORMATION ON THE TIME TO PUMP UP TO PRESSURE. • INCLUDE ST PAGE – THIS PAGE HAS INFORMATION ON THE TIME SEEKING DURING PRESSURE TESTS. • INCLUDE STATE CHANGES MATRIX PAGE – THIS PAGE HAS INFORMATION ON WHEN A VALVE’S STATE HAS TO CHANGE FROM OPEN TO CLOSED OR VICE VERSA BETWEEN TESTS. • INCLUDE TEST WARNING SUMMARY – THIS PAGE HAS INFORMATION OF THE WARNINGS ASSOCIATED WITH PARTS IN THE SCHEMATIC. TEST REPORT SELECT THE REPORT TAB ON THE COMMAND MANAGER THEN CLICK THE TEST REPORT ICON . THIS WILL GENERATE THE REPORT. ONCE THE REPORT IS GENERATED “OPEN REPORT” WILL APPEAR IN THE DESIGN AREA. SELECT “OPEN REPORT ” TO VIEW THE PDF VERSION OF THE REPORT. TEST PLAN REPORT SELECT THE REPORT TAB ON THE COMMAND MANAGER THEN CLICK THE TEST PLAN ICON . THIS WILL GENERATE THE REPORT. ONCE THE REPORT IS GENERATED “OPEN REPORT” WILL APPEAR IN THE DESIGN AREA. SELECT “OPEN REPORT” TO VIEW THE PDF VERSION OF THE REPORT. CHART REPORT SELECT THE REPORT TAB ON THE COMMAND MANAGER THEN CLICK THE CHART REPORT ICON. THIS WILL GENERATE A TBPT REPORT. ONCE THE REPORT IS GENERATED “OPEN REPORT” WILL APPEAR IN THE DESIGN AREA. SELECT “OPEN REPORT ” TO VIEW THE PDF VERSION OF THE REPORT. TPT TBPT REPORT SELECT THE REPORT TAB ON THE COMMAND MANAGER THEN CLICK THE TPT/TBPT REPORT ICON THIS WILL GENERATE A TBPT REPORT. ONCE THE REPORT IS GENERATED “OPEN REPORT” WILL APPEAR IN THE DESIGN AREA. SELECT “OPEN REPORT ” TO VIEW THE PDF VERSION OF THE REPORT. STATE CHANGES REPORT SELECT THE REPORT TAB ON THE COMMAND MANAGER THEN CLICK THE STATE CHANGES REPORT ICON. THIS WILL GENERATE A STATE CHANGES REPORT WHICH COVERS ALL TEST TIME DATA AND VALVE STATE CHANGE INFORMATION. ONCE THE REPORT IS GENERATED “OPEN REPORT” WILL APPEAR IN THE DESIGN AREA. SELECT “OPEN REPORT ” TO VIEW THE PDF VERSION OF THE REPORT. 30 | P a g e REPORT FOLDER REPORTS FOLDER THE REPORTS FOLDER CAN BE FOUND AT THE FOLLOWING FILE PATH WITHIN THE PC. WITHIN THIS FOLDER YOU WILL FIND ALL OF THE PROJECTS THAT HAVE BEEN REPORTED, AND ALL OF THE REPORTS THAT HAVE BEEN RUN FOR THEM. OPEN REPORTS FOLDER SELECT THE REPORT TAB ON THE COMMAND MANAGER THEN CLIC K THE OPEN REPORTS FOLDER ICON. THIS WILL OPEN THE FOLDER THAT STORES ALL OF THE REPORTS THAT HAVE BEEN GENERATED FOR THE CURRENT PROJECT. IMPORT AND EXPORT TEST DATA IMPORT TEST DATA SELECT THE REPORT TAB ON THE COMMAND MANAGER THEN CLICK THE IMPORT TEST DATA ICON. THIS WILL ALLOW YOU TO IMPORT RAW CSV DATA ONTO A CURRENTLY SELECTED TEST PLAN THAT DOES NOT CURRENTLY HAVE DATA ASSOCIATED WITH IT. EXPORT TEST DATA SELECT THE REPORT TAB ON THE COMMAND MANAGER THEN CLICK THE EXPORT TEST DATA ICON. THIS EXPORTS ALL OF THE TEST DATA FROM THE PLANS WITHIN THE CURRENT PROJECT TO THE FOLDERS WITHIN THE COMPUTER THAT HAVE BEEN SET AS THE LOCAL PATH OR REMOTE PATH WITHIN THE CSV EXPORT SETTINGS. CSV EXPORT SETTINGS SELECT THE REPORT TAB ON THE COMMAND MANAGER THEN CLICK THE CSV EXPORT SETTINGS ICON. THIS WILL OPEN CSV EXPORT SETTINGS DIALOG. LOCAL PATH SELECT THE FOLDER ICON ON THE RIGHT SIDE TO CHANGE THE LOCAL FOLDER PATH SETTINGS TO EXPORT THE RAW CSV DATA FROM THE TEST PLANS. REMOTE PATH SELECT THE FOLDER ICON ON THE RIGHT SIDE TO CHANGE THE REMOTE FOLDER PATH SETTINGS TO EXPORT THE RAW CSV DATA FROM THE TEST PLANS. AUTO-EXPORT WHEN THIS OPTION IS ENABLED THE RAW CSV DATA IS EXPORTED ONCE A TEST HAS BEEN COMPLETED INSTEAD OF HAVING TO MANUALLY EXPORT THE DATA WITH THE EXPORT TEST DATA ICON ON THE REPORT MODE’S COMMAND MANAGER. THIS OPTION IS ENABLED BY DEFAULT. 31 | P a g e REMOVE FROM REPORT RIGHT CLICK A TEST PLAN IN THE PLAN TREE TO SELECT THE REMOVE FROM REPORT BUTTON. THIS WILL FLAG THE TEST PLAN TO NOT BE INCLUDED IN REPORT GENERATION. FLAGGED TESTS WILL SHOW UP IN RED WITH THE MESSAGE “NOT INCLUDED IN REPORT” IN THE PLAN TREE. INCLUDE IN REPORT TO INCLUDE THE TEST PLAN IN REPORT GENERATION SIMPLY RIGHT CLICK AND SELECT INCLUDE IN REPORT. TIME BETWEEN PRESSURE TEST OPTIONS TO REMOVE TBPT TIMES FROM THE TOTAL CALCULATIONS, THIS POP UP ALLOW YOU TO SEE THE TBPT TIME, TOGGLE IT TO BE REMOVED, AND ADD A COMMENT EXPLAINING WHY IT NEEDS TO BE REMOVED. ONCE ALL TBPT TIMES HAVE BEEN CHECKED YOU CAN SELECT GENERATE REPORT OR CANCEL ON THE BOTTOM. 32 | P a g e EZ VALVE EZ VALVE CONTROL OPEN EZ VALVE CONTROLS CLICK THE EZ VALVE CONTROL ICON. THIS WILL OPEN THE EZ VALVE CONTROL WINDOW. VALVE NAME THE VALVE NAMES IN THIS COLUMN ARE ASSOCIATED WITH THE VALVE IDS ON THE HARDWARE IN THE FIELD. IF THE HARDWARE IS CHANGED TO A NEW VALVE, THEN AN ADMINSTRATOR CAN GO IN WITH THE ADMIN BUTTON ON TOP TO CHANGE THE VALVE NAME. VALVE STATE THE STATE THAT THE VALVE IS IN IS LISTED IN THIS COLUMN. THERE ARE SEVERAL OPTIONS OF VALVE STATES. AUTO/MANUAL SETTINGS THE PREFIX FOR THE VALVE STATE WILL EITHER BE “AUTO” OR “MANUAL” TO SHOW WHICH SETTING THE EZ VALVE HAS ENABLED IN THE FIELD. WHILE MANUAL MODE IS ACTIVE, THE AUTOMATED CONTROLS WILL NOT WORK. NOT CONNECTED THE BOPX APPLICATION IS NOT CONNECTED WITH THE CONTROLLER TO RECEIVE THE INFORMATION FROM THE SENSORS OPEN THE VALVE SENSOR INDICATES THAT THE VALVE IS OPEN IN THE FIELD. CLOSED THE VALVE SENSOR INDICATES THAT THE VALVE IS CLOSED IN THE FIELD. TRANSITION THE VALVE SENSOR INDICATES THAT THE VALVE IS IN BETWEEN OPENED OR CLOSED AND STATIONARY IN THE FIELD. IN MOTION OR IN CALIBRATION THE VALVE SENSOR INDICATES THAT THE VALVE IS IN MOTION OR IN CALIBRATION MODE IN THE FIELD. 33 | P a g e VALVE CONTROL ACTIONS SEND COMMANDS TO AUTOMATICALLY OPEN, CLOSE OR STOP THE MOTION OF AN EZ VALVE BY CLICKING THE DESIRED BUTTON OR BUTTONS. CLICKING THE BUTTONS SELECTS THEM FOR ACTIVATION . SELECTED BUTTONS ARE HIGHLIGHTED IN YELLOW AND DARKENED IN COLOR. CLICKING THE BUTTON AGAIN WILL DESELECT THE BUTTON. SEND VALVE COMMANDS THIS BUTTON WILL SEND ALL VALVE COMMANDS THAT HAVE BEEN CLICKED IN THE VALVE CONTROL ACTIONS SECTION. A POP-UP CONFIRMATION WINDOW WILL APPEAR WHEN CLICKED. SELECT “SEND COMMANDS” TO SEND THE COMMANDS, OR SELECT “CANCEL” TO GO BACK AND REVISE WHICH COMMANDS YOU WOULD LIKE TO SEND. STOP ALL THIS BUTTON WILL IMMEDIATELY STOP ALL MOTION FOR VALVES THAT ARE IN AUTOMATED MODE . THIS WILL NOT HAVE A POP-UP WHEN CLICKED. VALVE ID THIS COLUMN SHOWS THE ID VALUES OF THE EZ VALVE HARDWARE IN THE FIELD. VALVE ALARMS THE BUTTON IN THE TOP RIGHT CORNER WILL SHOW ALARM ALERTS RECEIVED FROM THE CONTROLLER IN THE FIELD THAT ARE BEING RECEIVED FROM THE EZ VALVE. WHEN THIS HAPPENS, CHECK THE CONTROLLER’S INTERFACE OR CONTACT ENGENUITY FOR SUPPORT. 34 | P a g e EZ VISION EZ VALVE VISION SENSOR STATUS OPEN EZ VISION SENSOR STATUS CLICK THE EZ VISION SENSOR STATUS ICON. THIS WILL OPEN THE EZ VISION SENSOR STATUS WINDOW. VISION SENSOR NAME THE VISION SENSOR ARE ATTACHED TO SPECIFIC VAL VES, AND THOSE VALVE NAMES ARE LISTED IN THIS. IF THE HARDWARE IS CHANGED TO A NEW VALVE, THEN AN ADMINSTRATOR CAN GO IN WITH THE ADMIN BUTTON ON TOP TO CHANGE THE VALVE NAME. VISION SENSOR STATE THE STATE THAT THE VISION SENSOR IS IN IS LI STED IN THIS COLUMN. THERE ARE SEVERAL OPTIONS OF VISION SENSOR STATES. LOW LEAK PROBABILITY THE STATE WILL DISPLAY AS GREEN AND WILL MEAN THAT THE VISION SENSOR DATA IS SHOWING A LOW CHANCE THAT THERE IS A LEAK ON THAT VALVE. MEDIUM LEAK PROBABILITY THE STATE WILL DISPLAY AS YELLOW AND WILL MEAN THAT THE VISION SENSOR DATA IS SHOWING A MEDIUM CHANCE THAT THERE IS A LEAK ON THAT VALVE. HIGH LEAK PROBABILITY THE STATE WILL DISPLAY AS GREEN AND WILL MEAN THAT THE VISION SENSOR DATA IS SHOWING A HIGH CHANCE THAT THERE IS A LEAK ON THAT VALVE. CONNECTION ISSUE THE STATE WILL DISPLAY AS BLACK AND WILL MEAN THAT THE VISION SENSOR HAS A CONNECTION ISSUE WITH THE CONTROLLER. VISION ID THIS COLUMN SHOWS THE ID VALUES OF THE EZ VISION SENSOR IN THE FI ELD. VISION SENSOR ALARMS THE BUTTON IN THE TOP RIGHT CORNER WILL SHOW ALARM ALERTS RECEIVED FROM THE CONTROLLER IN THE FIELD THAT ARE BEING RECEIVED FROM THE EZ VISION SENSOR. WHEN THIS HAPPENS, CHECK THE CONTROLLER’S INTERFACE OR CONTACT ENGENUITY FOR SUPPORT. 35 | P a g e TROUBLESHOOTING COM CONNECTIONS SETUP NETWORK INSTALLATION ENSURE YOU HAVE THE SYSTEM PROPERLY INSTALLED BEFORE STARTING THE PRESSURE TEST. SETUP LOCAL INSTALLATION POWERING THE UNIT TURN BOTH THE PC AND EZ CHART UNIT ON, BOTH MUST BE OPERATIONAL TO PERFORM TESTING. PASSWORD THE GENERIC (DEFAULT) PASSWORD FOR THE LAPTOP IS ENGENUITY1. 36 | P a g e CHECKING THE ETHERNET CONNECTION ON THE WINDOWS TASKBAR, RIGHT-CLICK ON THE COMPUTER ICON AND SELECT OPEN NETWORK AND SHARING CENTER. NEXT SELECT CHANGE ADAPTER OPTIONS IF THE ETHERNET CABLE IS NOT CONNECTED OR THE DEVICE THE ETHERNET CABLE IS PLUGGED INTO IS NOT POWERED ON, THERE WILL BE A RED “X” NEXT TO THE ETHERNET ICON. IMPORTANT NOTE YOUR LAPTOP MAY HAVE A DIFFERENT ETHERNET CONNECTION NAME . E.G. “ETHERNET” OR “ETHERNET 1” 37 | P a g e PING TEST IMPORTANT NOTE BOTH THE LAPTOP AND DAQ MUST BE SET TO THE SAME IP SCHEMA TO COMMUNICATE PROPERLY. ALWAYS SET THE IP ADDRESS ON THE DAQ (PELICAN CASE) FIRST. TO ENSURE THE UNITS ARE SET TO THE CORRECT IP ADDRESS, THE USER MUST RUN A PING TEST FIRST. OPEN COMMAND PROMPT (CMD) IN THE WINDOWS SEARCH BAR TYPE CMD, THE “COMMAND PROMPT” APP SHOULD APPEAR. ONCE SELECTED THE BLACK COMMAND PROMPT SCREEN WILL OPEN. NEXT TYPE PING AND THEN THE IP ADDRESS OF THE DAQ (PELICAN CASE) . E.G. “PING 192.168.1.110” THE RESULTS SHOULD BE SIMULAR TO THE BELOW EXAMPLE WITH 4 SENT AND 4 RECEIEVED PACKETS. IF ALL PACKETS ARE LOST, THEN THE LAPTOP IS NOT SET TO THE SAME IP SCHEMA AS THE DAQ . THIS CAN ALSO HAPPEN WHEN THERE IS A PROBLEM WITH THE NETWORK CONNECTION. PAIRING LAPTOP AND DAQ CLICK THE WINDOWS START BUTTON AND BROWSE TO NI MAX . YOU CAN ALSO TYPE “NI MAX” IN SEARCH BAR AS WELL. MEASUREMENT AND AUTOMATION EXPLORER WINDOW WILL OPEN. BROWSE TO MY SYSTEM > DEVICES AND INTERFACES > NETWORK DEVICES. YOU WILL SEE ALL AVAILABLE CDAQ’ S LISTED HERE. SELECT THE CDAQ AND CLICK ADD DEVICE IN THE MENU BAR. 38 | P a g e NI MAX WILL BEGIN INSTALLING THE NECESSARY DRIVERS FOR YOUR DEVICE. ONCE INSTALLED, YOU WILL SEE THE CDAQ BECOME BOLD IN THE NAVIGATION TREE. THIS INDICATES THAT THE DEVICE IS NOW ADDED TO NI MAX AND RESERVED FOR TESTING. CLICK SELF-TEST IN MENU BAR TO PERFORM A CONNECTIVITY TEST WITH CDAQ. CLICK NETWORK SETTINGS IN SYSTEM MENU AT BOTTOM OF NI MAX. HERE YOU WILL SEE YOUR NETWORK ADAPTERS. CLICK THE DROP-DOWN NEXT TO CONFIGURE IPV4 ADDRESS AND SELECT THE STATIC OPTION. ASSIGN THE IP INFORMATION TO ALL FOUR FIELDS. RTOC PROVIDES THE IP SETTINGS FOR THIS CONFIGURATION. CLICK SAVE ONCE ALL INFORMATION HAS BEEN PROPAGATED. YOUR CDAQ’ S NETWORK SETTINGS ARE COMPLETE. EXAMPLE ONLY 39 | P a g e CHANGE LAPTOP IP ADDRESSES ON YOUR WINDOWS TASKBAR, RIGHT-CLICK ON THE COMPUTER ICON AND SELECT OPEN NETWORK AND SHARING CENTER. CLICK ON YOUR LOCAL ETHERNET CONNECTION. THE NAME WILL VARY, DEPENDING ON WHAT CONNECTION WINDOWS HAS CREATED. CHECK TO MAKE SURE THAT YOU ARE ON A LOCAL CONNECTION AND NOT ON WIFI. IT WILL SHOW A WIRELESS CONNECTION IF IT IS WIFI INSTEAD OF THE ETHERNET. THE ETHERNET STATUS WINDOW WILL BE DISPLAYED. CLICK PROPERTIES. NEXT THE ETHERNET PROPERTIES WILL BE DISPLAYED, SELECT INTERNET PROTOCOL VERSION 4 (TCP/IP) AND CLICK PROPERTIES. 40 | P a g e TOGGLE THE OPTION FOR USE THE FOLLOWING IP ADDRESS. ASSIGN YOUR IP ADDRESS, SUBNET MASK, GATEWAY, AND DNS SERVER ADDRESSES. CLICK OK WHEN COMPLETE AND CLOSE OUT OF ANY REMAINING WINDOWS. YOUR CDAQ AND LAPTOP SHOULD NOW BE ABLE TO SEE EACH OTHER. DOUBLE-CLICK THE EZ CHART ICON ON YOUR DESKTOP. BE SURE YOUR PELICAN UNIT OR STANDALONE CDAQ ARE TURNED ON. IN THE EZ CHART SOFTWARE, YOU SHOULD SEE A MESSAGE APPEAR STATING CDAQ SUCCESSFULLY CONNECTED! SUPPORT CONTACT INFORMATION GENERAL SUPPORT 8:00 AM TO 5:00 PM OFFICE: 936-756-2020 24 HOUR TECHNICAL SUPPORT HOTLINE, AVAILABLE WITH SUPPORT PACKAGE 800-818-3234 SUPPORT EMAIL SUPPORT@ENGENUITYINC.COM 41 | P a g e
