Turnaround Database
Turnaround Tools & Processes
Turnaround Database
• Multi-user level-security database.
• Database can be tailored to client processes. There is no
need to change processes to match a canned program.
• The database belongs to the client when it is complete.
• Input data is validated in “Lookup” tables similar to the
master data tables in SAP.
• Scope can be appended to database from existing scope
collection tools (SAP, Excel, etc.).
• Integration of Primavera Data into database can reduce the
number of people working in the Primavera program.
• Bulk requisition of materials lead to project pricing which
reduces cost.
Turnaround Tools & Processes
• Scope Management
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Scope collection, approval and prioritization.
Manage scope changes (additions, deletions & discovery).
Extensive coding and reporting capabilities.
Append repetitive scope to the next scheduled turnaround to
save planning time on future turnarounds.
• Scope Planning / Scheduling
– Track & report MOC requirements.
– Track & report mechanical and AEI design requirements.
– Plan materials for individual jobs by pipe specification to minimize
mistakes.
– Track & Report scope planning and scheduling progress.
– Attach external documents that relate to a specific scope item
(photographs, drawings, P&ID’s, Spec Sheets, etc.).
– Print complete scope item packages with one button.
Turnaround Tools & Processes
Scope and Justification Form
Equipment and unit information is entered into the fields on the left side of the form,
and scope data is entered into the text boxes on the center and right side of the form.
Turnaround Tools & Processes
Scope and Justification Form
Required Data: (labels are red text)
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Unit – Unit where the scope is located
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Equipment – Equipment identification number
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P&ID# – P&ID the equipment or scope is shown
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Process System – System lock out that includes this scope item.
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Entity Type – Exchanger, drum, tower, valve, etc.
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Sponsor – Person responsible for the job notes
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Category – Expense, capital, etc.
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Scheduled T/A – Which turnaround this scope will be completed.
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Scope Statement – Short detailed statement of the scope of work.
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Justification – Reason this scope must be performed in a turnaround.
Turnaround Tools & Processes
Scope and Justification Form
Additional Data:
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Line Number – For piping and valve scope
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Job Type – Creates work classifications for scope
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Area – If your unit is divided into specific areas
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Zone – To create execution zone teams
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Requestor – If this is different than the sponsor
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Location – Specific grid location so work items can be geographically located
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Issue Tab – Documents any known issues or concerns with this scope item
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Remarks – Free text field that all users can add remarks about this scope
item.
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Notes – More free text for scope related notes
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Linked Info – Location to link documents, photos, and other external
information
Turnaround Tools & Processes
Scope and Justification Form – Planning Tab
The planning status form is updated by many different turnaround roles to document
the preparation status of each scope item.
Turnaround Tools & Processes
Scope and Justification Form – Planning Tab
Field Descriptions:
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MOC – Is Management Of Change required?
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MOC# – Free text field for the MOC number.
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Mech Design – Identifies if a mechanical package will be issued.
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AEI Design – Identifies if an AE&I package will be issued.
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Field Walk – Documents the status of the field planning activities.
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Field Planning – Documents the status of the planning details.
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Material – Status of the bill of material.
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AEI Plan – Status of the analyzer, electrical, or instrument plan.
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Scaffolding – Identifies scaffold planning requirements.
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Insulation – Status of the insulation plan.
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SEP – Status of the “Specific Equipment Plan”.
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Insp Test Plan – Status of the inspection test plan.
Turnaround Tools & Processes
Scope and Justification Form – Planning Tab
Field Descriptions (continued):
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Blind List – Is a scope specific blind list required.
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Blind List Type – “Entry”, “Hot Work”, “Test”.
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Hot Work – Is a hot work permit required during execution.
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Lifting Equip. – Does the work require review by a crane & rigging SME.
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Torque Plan – Does this scope require torquing.
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Primavera Plan – Status of the plan and scheduling in Primavera.
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Plan Complete – Status of all the planning activities for this scope.
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Pre-Fab Contractor – Contractor or shop executing pre-T/A fabrication.
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Primary Contractor – Contractor executing the turnaround phase work.
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Primary Planner – Planner responsible for the scope.
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Support Planner – Planner who assists the primary planner.
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Document Control – Status of the physical documents.
Turnaround Tools & Processes
Scope and Justification Form – Materials Tab
Materials are planned against each scope item on the “Materials” tab.
Turnaround Tools & Processes
Sample Bill of Materials Report
Turnaround Tools & Processes
• Scope Reporting
– Multiple canned reports are available and additional reports can
be easily added.
– Extensive filtering capability.
– Save reports with filter criteria for future use or batch printing.
– Scope Closure/Completion, Pre-Commissioning and
Commissioning forms are built in.
• Primavera Integration
– Primavera exports can be imported into the turnaround database.
– The database is set up to perform code checking for
discrepancies in Primavera.
– Database reports can be used to validate scope item plans.
– Turnaround shift reports and shift progressing can be run from the
database allowing schedulers more time to work schedule issues.
Turnaround Tools & Processes
Scope Reporting Form
Several different reports are available, and each report can be filtered and saved
for future use.
Turnaround Tools & Processes
Sample Scope Report
Turnaround Tools & Processes
Sample Status Reports
Turnaround Tools & Processes
Sample Closure Form
Turnaround Tools & Processes
Sample System Completion Report
Turnaround Tools & Processes
Primavera Shift Report Form
Several different reports are available, and each report can be filtered and saved
for future use.
Turnaround Tools & Processes
Sample Shift Report
Turnaround Tools & Processes
• Additional modules that are available in the Turnaround
Database include:
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Scope Change Request
Materials Purchasing, Receiving and Issuing
Material Surplus Inventory
Repairable Tracking & Reporting
Energy Isolation List
Scope Item Closure/Completion & Pre-Commissioning
Scaffold Planning
Request For Information
Turnaround Tools & Processes