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User Guide
PHA-Pro
Table of Contents
Preface ............................................................................................... iv
IHS End-User License Agreement for Desktop Pro Software Products ......... v
Chapter 1: Installing PHA-Pro ............................................................. 1
Minimum System Requirements ........................................................... 2
Installing PHA-Pro .............................................................................. 3
Changing File Locations ....................................................................... 8
Starting the Software.......................................................................... 9
Authorizing Your License ................................................................... 10
Updating PHA-Pro............................................................................. 12
Re-Installing the My Documents Shortcuts ........................................... 13
Uninstalling PHA-Pro ......................................................................... 14
Chapter 2: Methodologies and Advanced Techniques ....................... 15
Risk Concepts .................................................................................. 16
Choosing a PHA Methodology ............................................................. 18
Methodologies Supported by PHA-Pro.................................................. 19
HAZOP Methodology ......................................................................... 20
What If Methodology......................................................................... 27
Checklist Methodology....................................................................... 29
What If/Checklist Methodology ........................................................... 31
Failure Mode and Effects Analysis Methodology ..................................... 33
Preliminary Hazards Analysis Methodology ........................................... 35
Hazard Analysis Critical Control Points Methodology .............................. 37
Layer of Protection Analysis (LOPA) Methodology .................................. 39
Safety Integrity Level (SIL) Methodology ............................................. 50
Chapter 3: Conducting Your Study..................................................... 58
Using PHA-Pro ................................................................................. 59
The Administration Collection ............................................................. 60
Documenting Nodes.......................................................................... 61
Identifying Deviations for Each Node ................................................... 63
Analyzing Process Hazards................................................................. 65
Managing Recommendations .............................................................. 66
Chapter 4: Getting Started ................................................................ 67
The Workspace ................................................................................ 68
Creating New Files............................................................................ 71
Customizing the New File Wizard ........................................................ 72
Changing Language Options............................................................... 73
Moving Around A Worksheet .............................................................. 75
Zooming In and Out of Documents ..................................................... 76
Formatting the Worksheet to Fit the Screen ......................................... 77
Updating Templates .......................................................................... 78
E-Mailing Files.................................................................................. 80
Setting Backup Options for Files ......................................................... 81
Saving Files ..................................................................................... 82
Saving Files Under Different Names .................................................... 83
Opening Files ................................................................................... 84
Closing Files .................................................................................... 86
Exiting PHA-Pro................................................................................ 87
Chapter 5: Learning the Basics .......................................................... 88
Working with Data ............................................................................ 89
Cutting, Copying and Pasting Data ...................................................... 93
Entering Data Using Data Mirroring ..................................................... 95
Using Dependency Matrices and Conditional Data Mirroring .................... 99
Working With Dates ......................................................................... 100
Reversing Order of Columns ............................................................. 102
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103
104
105
106
108
110
111
115
117
120
121
123
127
131
135
Chapter 6: Working with Libraries, Copy From and AutoType .......... 137
Using Libraries in PHA-Pro ................................................................ 138
Linking Columns in Libraries with Study Templates .............................. 144
Using Copy From ............................................................................. 146
Using AutoType ............................................................................... 152
Chapter 7: Customizing Forms and Worksheets .............................. 158
Customizing Headers and Data Fields ................................................. 159
Customizing Columns....................................................................... 172
Customizing Column Headings .......................................................... 183
Customizing Multiple Sheets or All Columns on a Single Sheet ............... 188
Customizing Individual Cells ............................................................. 192
Chapter 8: Printing and Exporting .................................................. 196
Generating Reports.......................................................................... 197
Printing Reports .............................................................................. 205
Exporting Data................................................................................ 211
Chapter 9: Revalidating Your Data .................................................. 215
Suggested Revalidation Process......................................................... 216
Tracking a Revalidation Study ........................................................... 217
Using Revalidation Markers ............................................................... 219
PHA Revalidation Checklists .............................................................. 220
Chapter 10: Managing Charts .......................................................... 222
Adding Charts to your Template ........................................................ 223
Formatting Charts ........................................................................... 229
Chapter 11: Customizing Your Templates ........................................ 236
Project Settings............................................................................... 237
Risk Systems .................................................................................. 240
Customizing the Risk Systems........................................................... 241
Creating, Importing and Exporting a Risk Matrix .................................. 245
Codes and Categories ...................................................................... 248
Markers ......................................................................................... 253
The Hierarchy ................................................................................. 259
Limitations When Working With Hierarchy Items.................................. 261
Adding Items to the Hierarchy........................................................... 262
Customizing the Hierarchy ................................................................ 277
Sheets ........................................................................................... 294
Adding New Sheets.......................................................................... 295
Customizing Sheets ......................................................................... 305
Chapter 12: Managing Studies, Revisions and Baselines.................. 310
Studies, Revisions, and Baselines ...................................................... 311
Using Release Management .............................................................. 313
Tracking Changes in A Revision ......................................................... 318
Tracking the Revision History of a Study............................................. 321
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Preface
PREFACE
Welcome to PHA-Pro, the most comprehensive and innovative software tool for
conducting a Process HAzards Analysis. It provides expert guidance for studying
a full range of products to help companies identify potential problems in order to
eliminate them, or at least reduce their likelihood of occurring and minimize their
harmful effects.
PHA-Pro includes numerous features that make it quick and easy to record
information, generate quantitative risk data and create PDF and HTML reports.
This manual shows you how to get the most out of these features. PHA-Pro not
only helps you to conduct a PHA, it also facilitates your study. The predefined
hierarchy immediately gives structure and focus to your PHA. The built-in
libraries aid you in quickly entering data instead of having to recreate it from
scratch, and the libraries can also help your PHA team to brainstorm. In short, this
software stands out from generic products, such as spreadsheets, that were never
specifically designed for an PHA environment. When you open PHA-Pro, you can
immediately begin conducting your Process Hazards Analysis much more
quickly, efficiently and cost-effectively.
This section discusses the following topics:
IHS End-User License Agreement for Desktop Pro Software Products on page v.
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Preface
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Preface
Client understands and agrees that the Product(s) are the proprietary,
confidential and/or trade secret information of IHS or a third party whose
product may be licensed with the Product(s) or recommended in connection
with installation and use of the Product(s) and that the confidential period of
such Product(s) along with the third party product(s) remains so in perpetuity.
Except as may be expressly authorized herein, Client may not transfer,
sublicense, relicense, disclose to third parties or commercially exploit
Product(s), or use Product(s) for third party transactions, commercial timesharing, rental or service bureau use or publicly perform or publicly display
Product(s) or otherwise reproduce, directly or indirectly, the Product(s) in
whole or in part, or any materials relating thereto.
Client must take all reasonable steps to ensure that no unauthorized persons
shall have access to the Product(s) and that all authorized persons having
access to the Product(s) shall refrain from any such disclosure, duplication or
reproduction. Client must not reverse engineer, disassemble, decompile,
create derivative works or otherwise alter or modify Product(s) provided
hereunder.
Client may not copy the printed materials accompanying the Product(s).
Client shall not publish or disclose any results of any benchmark tests run on
the Product(s)
Client shall not run and/or access the Product(s) through a hardware or
software terminal server or emulator such as Citrix or comparable servers
or technology.
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Preface
6. WARRANTY. IHS warrants that the Product(s) provided by IHS under this
EULA will comply with all material specifications set forth in the Documentation
accompanying the Product(s) for a period of 90 days from date of delivery, if
Client is to install or 90 days from date of installation, if IHS is to install. IHS
warrants that such Product(s) does not contain known viruses or other lock-out
capabilities, unless expressly set forth in the Quote. IHS does not warrant that
such Product(s) will be free from virus and bugs. To enforce this warranty, Client
must provide IHS with written notification of any failure of said Product(s) to
comply with any material specification within the warranty period set forth above.
IHS must be able to replicate such failure. Clients sole and exclusive remedy for
any such replicated failure, at IHS sole option, is to: (i) use commercially
reasonable efforts to correct such failure within 30 days of receipt of said written
notice from Client; or (ii) refund the pro rata Fees paid by Client for the defective
portion of the Product(s), based upon a five year depreciation schedule. IHS
DISCLAIMS ALL OTHER EXPRESS OR IMPLIED WARRANTIES,
CONDITIONS AND OTHER TERMS, WHETHER STATUTORY, ARISING
FROM COURSE OF DEALING, OR OTHERWISE, INCLUDING WITHOUT
LIMITATION TERMS AS TO QUALITY, MERCHANTABILITY, FITNESS
FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. CLIENT
ASSUMES ALL RISK IN USING THE RESULTS OF PRODUCT(S).
7. FEES: All fees relating to this EULA and the relevant Quote are exclusive of
and Client is solely responsible for payment of all applicable taxes which shall be
paid by the Client. All fees are due in net 30 days terms after the date of the
relevant invoice issued by IHS.
8. LIMITATION OF LIABILITY. IN NO EVENT WILL IHS OR ITS
SUPPLIERS BE LIABLE FOR ANY INDIRECT, SPECIAL, PUNITIVE, OR
CONSEQUENTIAL DAMAGES OF ANY KIND OR NATURE
WHATSOEVER, SUFFERED BY CLIENT, INCLUDING, WITHOUT
LIMITATION, LOST PROFITS, LOST DATA, LOSS OF REPUTATION, LOSS
OF GOOD WILL, BUSINESS INTERRUPTIONS OR OTHER ECONOMIC
LOSS ARISING OUT OF OR RELATED TO THIS EULA AND ANY QUOTES
OR ANY USE OF OR INABILITY TO USE PRODUCT(S) EVEN IF
ADVISED IN ADVANCE OF THE POSSIBILITY OF SAME. IHS IS NOT
LIABLE FOR ANY DAMAGES ARISING OUT OF OR RELATED IN ANY
WAY TO: (i) THE ACCURACY OR COMPLETENESS OF CLIENT
INFORMATION; OR (ii) USE OF PRODUCT(S) OR SERVICES; OR (iii)
CLIENTS NEGLIGENCE AND WILLFUL ACT; OR (iv) MODIFICATIONS
TO PRODUCT(S) OR SERVICES; WHETHER SUCH DAMAGES ARE
SUFFERED BY CLIENT OR ANY THIRD PARTY. IHSs total aggregate
liability in contract, tort, (including negligence) misrepresentation or otherwise,
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Preface
including liability for any damages arising out of or related to this EULA or any
Quote will not exceed the Fees paid by Client hereunder for the defective portion
of the Product(s) that is the subject of the claim.
9. AUDIT. At IHS request, Client shall within thirty (30) days fully document
and certify to IHS in writing that all Product(s) are being used in accordance with
the terms and conditions of this EULA and Quote. Not more than once annually
(unless prior violations have been discovered) during the term of this EULA and
one (1) year thereafter, IHS may audit relevant records at Clients location during
normal business hours to enable IHS to ensure Clients compliance with this
EULA and Quote. If an audit reveals that Client has underpaid applicable fees
and/or charges to IHS, Client shall be invoiced for such underpaid fees on the then
current prices in effect and IHS reasonable costs of conducting the audit.
10. MISCELLANEOUS. This EULA is governed by the laws of the State of New
York. The Parties may not modify, alter or amend this EULA or any Quote except
by written instrument duly executed by authorized representatives of both Parties.
The Product(s) are provided subject to US Government Restricted Rights legend.
Client may assign this Agreement to any third party (whether directly or
indirectly, by operation of law or otherwise) only with the prior written consent of
IHS. This EULA and the Quote set forth the entire agreement between the parties
and supersede any and all prior proposals, understandings, representations,
agreements, undertakings, statements or communications, written or oral, of the
parties with respect to the subject matter hereof. Nothing contained in any Clientissued purchase order, purchase order acknowledgement, purchase order terms
and conditions or invoice will in any way modify or add any additional terms or
conditions to this EULA. Such Client-issued purchase orders are for Clients
internal purposes only and do not affect in any way Clients obligations under this
EULA; provided however that such typically variable terms as price, quantity, tax
exempt status, delivery date, shipping instructions and the like, as applicable and
only as mutually agreed upon, and as may be specified on Client-issued purchase
orders.
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Computer/
Processor
Available Hard
Disk Space*
Memory
733MHz
microprocessor
50 MB (program)
Windows Vista
Business SP 1
1 GHz
microprocessor
50 MB (program)
Windows 7
1 GHz
microprocessor
50 MB (program)
1 GB (database)
1 GB (database)
1 GB (database)
512 MB
1 GB
1 GB
733MHz
microprocessor
50 MB (program)
Windows Server
2008
733MHz
microprocessor
50 MB (program)
1 GB (database)
1 GB (database)
512 MB
512 MB
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Installing PHA-Pro
PHA-Pro must be installed either on a single workstation, or on a network server
for several users. You cannot run the program from the CD. To successfully install
and run PHA-Pro, you must be able to install the program by one of the following:
The maximum number of users that can use PHA-Pro at any given time is equal to
the number of licenses that you have purchased. For example, if you have
purchased three licenses and they are all being used, the fourth person attempting
to load PHA-Pro is placed in 'queue' for access.
This section discusses the following topics:
Installing PHA-Pro on a Single Workstation on page 3.
Installing PHA-Pro on a Windows 2003, 2008 Server on page 4.
Client Installation Setup on page 6.
Alternate Network Setup on page 6.
Setting Folder Options on page 7.
Installation Support on page 7.
Installing PHA-Pro on a
Single Workstation
Action
Download package from web site and run the .exe file.
OR
If installing from the CD:
1.
2.
3.
Click Next.
The End-User License Agreement screen opens.
3.
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Step
4.
Action
Click Next.
The Choose Setup Type window appears.
5.
6.
7.
Select the language that you want the software to use from the
drop-down list.
Note: If you are going to use Right to Left or Asian Languages:
1. On the Windows Tool bar, click Start.
2. Go to Control Panel>Regional and Languages Support.
3. Click Languages.
4. Ensure that the two following check boxes are selected:
Install files for complex script and right-to-left languages
(Including Thai).
Install files for East Asian languages.
When you select these boxes, you may have to install additional
Windows files.
8.
Click Next.
The Ready to Install window appears.
9.
Click Install.
PHA-Pro installs.
10.
Click Finish.
The first time you launch PHA-Pro, the License Configuration dialog box opens.
It asks for a License to authorize the copy of PHA-Pro. For information on
authorizing your software, see Authorizing Your License on page 10.
Note: If you are updating to PHA-Pro 8.0 from an earlier version, you must
request a kill code from Application Support as well as request a new
license.
Installing PHA-Pro on a
Windows 2003, 2008 Server
The program is installed directly onto the server itself - no mapped or virtual
drive installations.
The Dyadem program directory must be 'shared' with full access.
Users must be given full access privileges to the Dyadem directory share, and
its sub-folders and files (read, write, modify, delete).
Action
Log into the server with administrator rights.
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Step
2.
Action
Download package from web site and run the .exe file.
OR
If installing from the CD:
1.
2.
3.
Note: The application must be loaded on the local drive of the server.
3.
Click Next.
The End-User License Agreement screen opens.
4.
5.
Click Next.
The Choose Setup Type window appears.
6.
7.
8.
Select the language that you want the software to use from the
drop-down list.
Note: If you are going to use Right to Left or Asian Languages:
1. On the Windows Tool Bar, click Start.
2. Go to Control Panel>Regional and Languages Support.
3. Click Languages.
4. Ensure that the two following check boxes are selected:
Install files for complex script and right-to-left languages
(Including Thai).
Install files for East Asian languages.
When you select these boxes, you may have to install additional
Windows files.
9.
Click Next.
The Ready to Install window appears.
10.
Click Install.
PHA-Pro installs.
11.
Click Finish.
12.
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The first time you launch PHA-Pro, the License Configuration dialog box opens.
It asks for a License to authorize the copy of PHA-Pro. For information on
authorizing your software, see Authorizing Your License on page 10.
Note: If you are updating to PHA-Pro 8.0 from an earlier version, you must
request a kill code from Application Support as well as request a new
license.
Once PHA-Pro has been set up on your server, you must set up the individual
workstations to access to the program. You can set up as many individual
workstations as you require. The maximum number of users that can use PHA-Pro
at any given time, however, equals the number of licenses purchased. If you
require additional licenses, please contact your vendor.
Note: In order to install this software on a Vista machine, you must run the
installer as an administrator. You can do this by right clicking the installation
package and selecting "Run as Administrator". Contact your Information
Systems Specialist for assistance if necessary.
Action
1.
2.
3.
Action
Install PHA-Pro on the server.
For more information, see Installing PHA-Pro on a Windows 2003, 2008
Server on page 4.
2.
3.
4.
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Step
Action
5.
Within the License dialog box, click the See more options.
6.
7.
8.
Find the folder on the server where PHA-Pro was installed in step
1.
9.
10.
11.
Click OK.
PHA-Pro automatically restarts.
You can install as many unlicensed copies of PHA-Pro as you require. The
maximum number of users that can use PHA-Pro at any given time, however,
equals the number of licenses purchased. If you require additional licenses, please
contact your vendor.
Setting Folder Options
The settings.ini file allows you to set up certain options in a central location. Once
set up, these options will be the same for all users of the network license. You can
also lock these settings so that individual users cannot change them.
A sample ini file is as follows:
[folders]
DocumentFolder=\\Server1\Share\Documents
TemplateFolder=\\Server1\Share\Templates
LibraryFolder=\\Server1\Share\Libraries
AutobackupFolder=\\Server2\Share\Autobackup
DocumentFolderLock=1
TemplateFolderLock=1
LibraryFolderLock=1
AutobackupFolderLock=1
In the above sample, each option name corresponds to the File Location option in
PHA-Pro. For more information, see Changing File Locations on page 8. For
each folder option in the ini file, there is a corresponding lock option that locks the
folder so that users cannot change it. For example for the folder option
DocumentFolder, there is the lock option DocumentFolderLock.
Note: You do not have to specify the lock option to allow users to change the
folder settings. If you omit the option, the folder setting in the ini file
defaults to allowing changes.
Installation Support
There may be some issues on a case-by-case basis, which are inherent in server
installs. If you have issues with your network installation, you can contact us at:
Stature-DesktopProSupport@ihs.com or call 416.649-9224.
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To change the folder where PHA-Pro stores its files, templates, libraries and
backup files:
Step
1.
Action
Go to Tools>Options.
The Options dialog box opens.
2.
Documents.
Template Files.
Library Files.
Auto-Backup Files.
Note: The Data Files are also listed but without a location. These files
contain the change logs, revision history and should not be
moved.
3.
4.
5.
6.
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Action
1.
2.
3.
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The first time you start PHA-Pro, the License Configuration dialog box opens. To
apply for the license, you must complete the License Configuration form and email it to us. You will receive a file with the license that contains the activation
codes that you require to validate PHA-Pro.
To authorize your license:
Step
1.
Action
If you are authorizing a Network licence, you must first enter the
network location for the license:
1.
2.
3.
Note: Even if you are placing the license on the same server, you must
enter the network address for the folder. In other words, you must
enter //<servername>/PHA-Pro rather than C:\program
files\PHA-Pro.
4. Click Ok.
5. Click Ok to restart PHA-Pro.
Tip:
2.
3.
Name.
Title.
Company.
Department.
Phone.
Extension.
E-mail Address.
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Step
4.
Action
From the Type of License drop-down list, select the type of
license:
5.
Enter the Serial Number in the Serial # field. (Required for full
license)
6.
7.
8.
Name.
E-mail address.
Click either:
If you are saving the request to file, we suggest that you save the
file to your desktop. This will make the file easier to find when you
email the request.
After you receive the license, save it to your computer and then apply it to the
software. Once this is done, the software can be used.
To authorize your copy of PHA-Pro:
Step
Action
1.
2.
3.
Use the Save As dialog box to save the key to the same folder as
the key request.
4.
Open PHA-Pro.
The License dialog box opens.
5.
6.
7.
8.
Click Open.
Your copy of PHA-Pro is licensed and ready for use.
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Updating PHA-Pro
IHS regularly updates its software to add new features, deal with known issues
and otherwise improve the quality of its products. Registered owners of PHA-Pro
can always download the latest update from ECN. Installing an update on your
computer does not void your existing license. Updating the software does not void
your existing license.
Note: If you are updating a network licensed version of PHA-Pro, you must update
the program at the server. If updating an alternate network installation, you
must update the program at the server and at each workstations.
Action
Go to Help>About PHA-Pro.
The About dialog box appears. Under Version, the dialog box displays the
version number of PHA-Pro that is installed on your computer system.
2.
3.
Click OK.
The dialog box closes.
4.
5.
6.
7.
Compare the version number displayed on this Web page with the
information you recorded in step 3.
If the information is the same, your copy of PHA-Pro is already up-todate.
8.
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Action
1.
2.
Action
1.
2.
3.
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Uninstalling PHA-Pro
When you install PHA-Pro, the setup program also adds an uninstall program to
your system. The uninstall program records the activity during the installation
process, and you can use it to safely remove PHA-Pro from your computer.
Note: Uninstalling PHA-Pro terminates your license, and may cause the loss of
data.
To uninstall PHA-Pro:
Step
Action
1.
2.
3.
4.
Click Yes.
The PHA-Pro is removed from your system.
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Risk Concepts
Before carrying out a PHA to identifying hazard, you should understand the
difference between hazard and risk. Many people often confuse risk and hazard.
Although related, they are not the same.
This section discusses the following topics:
What is a Hazard? on page 16.
Identifying Hazards on page 16
What is Risk? on page 16.
Managing Risk on page 16.
As Low As Reasonably Practicable (ALARP) on page 16.
What is a Hazard?
Identifying Hazards
What is Risk?
Risk is a measure of the consequence of a hazard and the frequency with which it
is likely to occur. In mathematical terms, Risk can be defined as the product of
Consequence and Frequency:
RISK = CONSEQUENCE X FREQUENCY
Managing Risk
The first step in managing risk is to identify the hazards of the process. Your PHA
team must evaluate hazards that can potentially impact people, the environment,
our business and the corporate reputation.
The second step is to assess the risks. The frequency and consequences of each
hazard are determined to determine the risk. If the hazard does not pose a serious
risk, it is reviewed from an economic standpoint for cost effectiveness and for
implementation. For non-serious risks, the concept of ALARP is applied. For
more information, see As Low As Reasonably Practicable (ALARP) on page 16.
The third step is to manage the risks. This can only be done once the hazards have
been identified, and the risks assessed. Depending on the level of risk, the
decision to accept the risk or take remedial action(s) is made.
As Low As Reasonably
Practicable (ALARP)
Not all risks can be eliminated. ALARP is balancing risk reduction against the
time, difficulty, and cost of achieving it. ALARP is based on the principle of
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reducing risk to a level such that any further risk reduction would cost more than
the benefits incurred.
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The source of the hazard also referred to as the cause, the what if item, the
hazard or the failure mode, depending on the type of PHA study.
The consequence, impact or effect results from exposure to the hazard.
Safeguards, controls or mitigative features intended to prevent the hazard
from occurring or reduce the consequences that result.
Recommendations actions that can be taken if the safeguards, controls or
mitigative features are considered inadequate, or if none are in place.
Since these considerations can vary greatly from one situation to the next,
identifying which methodology is right for your particular needs is beyond the
scope of this manual. Instead, general guidelines are presented. Choosing a
suitable approach is always the responsibility of you and your colleagues because
no one else is more familiar with your situation. When in doubt, choose a rigorous
methodology to reduce the chances of incomplete assessment.
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HAZOP Methodology
HAZards and OPerability analysis (HAZOP) simulates abnormal behavior by
considering deviations and disturbances due to causes likely to impact immediate
and surrounding plant resulting in consequences. The study team then decides
whether the design has adequate features that can prevent occurrence or limit the
consequential effects. If no such safeguards exist, then the team considers what
actions are needed to remedy the situation.
Guide Word HAZOP is one of the most rigorous PHA methodologies, and many
experts believe this approach gives the most complete analysis. Knowledge Based
HAZOP can also be a valuable technique, provided that the engineering, plant and
facility design standards and procedures are extensive and that the study team is
highly experienced.
This section discusses the following topics:
Guide Word HAZOP on page 20.
The Cause-by-Cause Methodology on page 22.
The Deviation-by-Deviation Methodology on page 22.
Methodology for Guide Word HAZOP on page 23.
Assigning Nodes on page 23.
Examining Causes of Deviations on page 23.
Identifying Consequences, Safeguards and Recommendations on page 23.
Team Requirements on page 24.
Data Requirements on page 24.
Time Requirements on page 24.
Advantages of Guide Word HAZOP on page 24.
Limitations of Guide Word HAZOP on page 25.
Knowledge Based HAZOP on page 25.
Time Requirements of Knowledge Based HAZOP on page 25.
Advantages of Knowledge Based HAZOP on page 26.
Limitations of Knowledge Based HAZOP on page 26.
Guide Word HAZOP
Guide Word HAZOP is a qualitative PHA method that identifies potential hazards
and operating problems. This technique applies guide words to process
parameters to create deviations from the design intention.
Guide Word + Parameter = Deviation
Example:
High + Flow = High Flow
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The deviations apply to specific items, known as nodes. Risk analysts use Guide
Word HAZOP to identify process and/or operational hazards as well as
unacceptable risk situations.
The following table presents some examples of guide words and parameters.
Note: Not all guide words can be applied to all parameters. For example, it is
invalid to combine the guide word Reverse with the parameter
Temperature because Reverse Temperature does not exist.
Guide Words
Parameters
No (or None)
Flow
Pressure
Temperature
Reverse
Level
Other than
Concentration
Sooner / Later
Viscosity
pH
In this table, guide words are defined and then matched with parameters to create
sample deviations:
Guide Word
Meaning
Example Deviation
No, None
No flow
More, High
Quantitative increase
(above design intent)
More flow
Less, Low
Quantitative decrease
(below design intent)
Less flow
Part of
Qualitative decrease
(below design intent)
Part of stream
composition is missing
As well as
Qualitative increase
(above design intent)
More components
present than there
should be (more
impurities,
contaminants)
Reverse
Logical opposite of
design intent
Reverse flow
Other than
Startup, shutdown,
power failure
The main focuses of Guide Word HAZOP are P&IDs and PFDs. Equipment
specification, shut down logic, etc., and other process documentation are used as
supporting documents. The analysis requires a multi-disciplinary team with
members experienced in HAZOP, plant design, operation and maintenance. Study
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sessions must be dedicated to risk, not side issues, and must include a systematic
review of all equipment items.
This methodology is applicable to continuous processes, batch processes and
written procedures, such as operating instructions. The technique can be used for
new designs at later stages, existing processes, revamp cases and plant
modifications. Some of the newer applications of Guide Word HAZOP include
computer-controlled systems critiques.
Becoming familiar with Guide Word HAZOP is highly recommended before you
begin using other PHA techniques. Once you learn how to use the Guide Word
HAZOP methodology, the other techniques are relatively simple to follow.
The Cause-by-Cause
Methodology
The Deviation-by-Deviation
Methodology
Related
Consequences
Related
Safeguards
Related
Recommendations
Cause 1
Consequence #1
Consequence #2
Safeguard #1
Safeguard #2
Safeguard #3
None required
Cause 2
Consequence #1
Safeguard #1
Recommendation #1
Cause 3
Consequence #2
No safeguard
Recommendation #2
Safeguards
Recommendations
Cause 1
Consequence #1
Safeguard #1
Recommendation #1
Cause 2
Consequence #2
Safeguard # 2
Cause 3
Safeguard #3
Recommendation#2
Tip: You should use the CBC methodology wherever possible, because regulatory
agencies emphasize the need for auditable documentation. The DBD approach
may not satisfy such requirements.
Note: Other Guide Word HAZOP methodologies include the Exception Only
method and the Recommendation (or Action) Only method. These
techniques are not recommended due to their lack of thoroughness.
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Action
1.
2.
3.
4.
5.
Assemble HAZOP team and explain process flow sheet, P&ID and
so forth, as required.
6.
7.
Assigning Nodes
Possible causes.
Potential consequences.
Effective safeguards.
Recommendation items, if existing safeguards are not adequate.
Remarks, if required.
You should assign nodes on a functional basis to reflect a specific function. Most
nodes are of the Line type, but other categories include Vessels, Compressors,
Tanks, and Reactors. Typical examples of nodes include the following:
You may find it beneficial to join several types of nodes to form a single
compound node, such as Line + Pump + Heat Exchanger. Doing so may help you
to avoid repetition and to maintain continuity and focus.
Examining Causes of
Deviations
Identifying Consequences,
Safeguards and
Recommendations
For each deviation, list all possible causes for the deviation from the design
intention. Examples of this procedure might include the following:
Deviation
Possible Cause
Low/No Flow
High Temperature
High Pressure
For each cause, identify the potential consequences. If you want, you can use the
following criteria to help rank each consequence:
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Fire.
Explosion.
Toxicity.
Environmental Release.
Personnel Safety Loss.
Production Loss.
Capital Loss.
For each cause, identify the existing safeguards to prevent the cause from
occurring and/or mitigate the associated consequences.
If the existing safeguards are not adequate to reduce risk to an acceptable level,
you need to make recommendations.
Team Requirements
A study team conducting a Guide Word HAZOP should ideally include the
following individuals:
Data Requirements
Time Requirements
Equipment specifications.
Process description.
Flow diagram.
Material/energy balance.
Plot plan.
Line designation table.
Depending on the size and complexity of a system, a Guide Word HAZOP usually
takes the following amount of time:
Preparation
Team Sessions
Simple or small
system
Large or complex
system
Several days
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Time consuming.
Can only be used for short study sessions, otherwise team members
experience fatigue.
Team requirements.
Data requirements.
Assigning nodes.
Assigning consequences.
Assigning safeguards.
Proposing recommendations.
You can use risk matrices.
Tip: Use the Knowledge Based Library Checklists that come with PHA-Pro. You can
easily modify these libraries to suit your needs. For more information, see
Chapter 6: Working with Libraries, Copy From and AutoType on page 137.
Tip: Although the use of guide words and parameters to form deviations is not an
integral part of Knowledge Based HAZOP, you can apply these items as a last
step in the analytical procedure. In doing so, treat the unit in question as a
single node.
Time Requirements of
Knowledge Based HAZOP
Simple or small
system
Preparation
Team Sessions
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Large or complex
system
Preparation
Team Sessions
Advantages of Knowledge
Based HAZOP
Limitations of Knowledge
Based HAZOP
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What If Methodology
What If analysis is a creative, brainstorming methodology for examining a
process, operation or facility. This qualitative technique identifies design faults,
potential hazards and operating problems depending on the teams experience
by asking What if questions for hazards. An example of such a question
might be, What if the feed material is directed to the wrong storage tank? The
team assesses the consequences of this event and, depending on what safeguards
are present, decides upon recommendations for preventing such an occurrence.
This section discusses the following topics:
When and How to Use What If on page 27.
Steps in the What If Procedure on page 27.
Time Requirements on page 28.
Advantages of What If Analysis on page 28.
Limitations of What If Analysis on page 28.
When and How to Use What If
You can use What If analysis for either new or existing facilities. The technique is
easy to learn and use and can be a powerful tool, but to get the most out of this
methodology your team needs an experienced leader and adequate preparation.
What If analysis is best used in conjunction with the Checklist method, otherwise
the teams imagination may prove inadequate during study sessions.
The following are the same as for Guide Word HAZOP:
Team requirements.
Data requirements.
Assigning nodes.
Assigning consequences.
Assigning safeguards.
Proposing recommendations.
Using risk matrices.
Action
1.
2.
3.
4.
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Step
5.
Time Requirements
Action
For each question asked in step 2, propose any recommendations
required to prevent the occurrence of the hazard or mitigate the
consequences.
Depending on the size and complexity of a system, a What If study usually takes
the following amount of time:
Preparation
Team Sessions
Simple or small
system
Large or complex
system
Advantages of What If
Analysis
Limitations of What If
Analysis
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Checklist Methodology
Checklist analysis uses lists of guidelines or procedures to verify the potential risk
of the process, operation or facility. Your checklists can be as extensive and
detailed as necessary. You can use this PHA technique when designing a new
facility or when examining an existing facility.
This section discusses the following topics:
When and How to Use Checklist Methodology on page 29.
Steps in the Checklist Procedure on page 29.
Time Requirements on page 30.
Advantages of Checklist Analysis on page 30.
Limitations of Checklist Analysis on page 30.
When and How to Use
Checklist Methodology
Data requirements.
Assigning nodes.
Assigning consequences.
Assigning safeguards.
Proposing recommendations.
Action
Obtain all checklists that are of value to the study.
If no checklists are available, you must create one by first consulting all
available sources of information, such as material safety data sheets and
research literature.
2.
3.
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Time Requirements
Team Sessions
Simple or small
system
Depends on whether
adequate checklists are
available
Large or complex
system
Depends on whether
adequate checklists are
available
Advantages of Checklist
Analysis
Limitations of Checklist
Analysis
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Team requirements.
Data requirements.
Assigning nodes, which are subsystems in What If.
Assigning consequences.
Assigning safeguards.
Proposing recommendations.
Team Sessions
Simple or small
system
Large or complex
system
Preparation time depends on the availability of checklists and any time needed to
prepare checklists.
Advantages of What If/
Checklist Analysis
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FMEA is ideal for analyzing items of equipment or specific systems that are best
handled as objects rather than with parameters or operations. The methodology is
well suited for examining equipment having interactive mechanical and/or
electrical and/or electronic components. FMEA is typically used in the following
situations:
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Advantages of FMEA
1.
2.
3.
4.
5.
Limitations of FMEA
Action
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During a PrHA, team members look at the potential hazards of the main systems,
which may include the following considerations:
PrHA has the following things in common with Guide Word HAZOP:
Team requirements.
Data requirements.
Assigning nodes, which are subsystems in PrHA.
Assigning consequences.
Assigning safeguards.
Proposing recommendations.
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PrHA Procedure
Action
1.
2.
3.
Identify consequences.
By consulting a Risk Matrix, the study team uses the severity of the
consequences and the likelihood of occurrence to define risk ranking
levels for hazards.
Time Requirements
Advantages of PrHA
5.
Identify recommendations.
Depending on the size and complexity of a system, a PrHA usually takes the
following amount of time:
Preparation
Team Sessions
Simple or small
system
Large or complex
system
Limitations of PrHA
4.
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The following steps must be carried out before beginning a HACCP study:
Step
1.
2.
3.
4.
5.
Time Requirements
Action
Action
1.
2.
3.
4.
5.
6.
7.
Depending on the size and complexity of a system, HACCP usually takes the
following amount of time:
Preparation
Team Sessions
Simple or small
system
Large or complex
system
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Advantages of HACCP
Limitations of HACCP
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Figure 2-1: Common Layers of Protection in Process Plants (IEC 61511, 2003).
Steps of LOPA
Action
1.
2.
3.
4.
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Step
5.
Action
Estimate the risk of the scenario by the combination of the
consequence, the initiating event, and IPL data (PFD).
The initiating event is the single cause of the scenario leading to the specified
consequence.
In some cases, if the initiating event alone cannot result in the specified
consequence, it may require other conditions or events to take place. These are the
enabling events and conditions.
If the categorization of consequence severity is referring to fatalities, or harm to
business or the environment, the conditional modifiers can be used to refine the
outcome of the scenario. Typical modifiers might include:
Probability of ignition.
Probability of fatal injury.
Probability of personnel being in the affected area.
Probability of personnel escaping from the incident.
Probability of personnel being rescued.
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Initiating Events
Examples of Inappropriate
Initiating Events
The following table provides a list of typical initiating events that can preempt an
incident. They do not necessarily result in severe or catastrophic impacts,
although they can do so.
Type of Event
Examples
Mechanical failures
Corrosion
Vibration
Erosion
Flow surge or hydraulic hammer
Seal/gasket/flange failure
Relief device stuck open
Puncture
Fracture
Fabrication defects
Brittle fracture
Sensors failure
Logic solver failure
Final elements failure
Field wiring failure
Communication interface failure
Software failures or crashes
Utility failures
Sensors failure
Logic solver failure
Final elements failure
Field wiring failure
Communication interface failure
Software failures or crashes
Earthquakes
Tornadoes
Hurricanes
Floods
High winds
Lightening
Human failures
Operational error
Maintenance error
Critical response error
Programming error
Not all events can be categorized as being the direct or indirect cause for an
incident. Some events may be suspect but cannot be confirmed. Typical examples
of inappropriate initiating events might be:
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Enabling Events/Conditions
Company experience - This includes historical data for the process and the
experience of plant personnel/logged failure rate data.
Vendor data - Typically optimistic as the data are developed in clean, wellmaintained (factory) settings.
The following table lists typical initiating event frequency values (CCPS, 2001):
Initiating Event
10-5 to 10-7
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Independent Protection
Layers
Initiating Event
1 to 10-2
10-1 to 10-2
10-3 to 10-5
Gasket/packing blowout
10-2 to 10-6
All IPLs are safeguards, but not all safeguards are necessarily IPLs. An IPL has
two main characteristics:
The IPL must be independent of the initiating event and all other IPLs. This is the
main assumption in LOPA. It is important to look out for common cause failures.
Common cause failure is the failure of more than one component, item, or system
due to the same cause or initiating event. If common cause failure exists in a
scenario, all of the safeguards affected by the common cause failure should only
be considered as a single IPL.
The table below provides definitions of the column headers in the LOPA template:
Consequence
Initiating Event
Enabling Event or
Des. - Description of the enabling event or conditions
Conditions (if applicable) together with the assumptions used for the values
specified in "Prob." column.
Prob. - Probability that the specified enabling event or
conditions would take place.
Conditional Modifiers
(if applicable)
Unmitigated event
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Independent Protection
Layers
Mitigated Event
Action Required
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The two-phase separator V 180 is under level control (Level control LC 213). In
case of high high liquid level, the level switch LSHH 214 would close emergency
shutdown valve ESDV 172 and shutdown compressor C 130 downstream of V
180. This is to prevent carrying liquid over to the compressor leading to
compressor damage. During the HAZOP study, the following hazardous scenario
is identified:
Node:
Deviation:
High Level
Cause:
Consequence:
Safeguards:
Assuming it is selected for further analysis, it would look like this in LOPA:
Initiating Event:
Enabling Events:
Conditional Modifiers:
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IPLs:
Consequence:
In other words, the scenario goes like this: The level controller LC 213 fails AND
this leads to failure of LCV 213 in such a way that it won't allow sufficient flow
out of the separator AND SIS (Level switch LSHH 214 interlocks to alarm LAHH
214 and closes ESDV 172 and shuts down compressor C 130 downstream of V
180) fails to act correctly RESULTING IN carry-over of liquid to the compressor
LEADING TO potential injury/fatalities.
Once the scenario is built, the major questions are:
Figure 2-4: Components in a LOPA scenario and the required numerical inputs
For scenarios in which the initiating event frequency is less than twice the test
frequency for an IPL i.e. "low demand mode", the frequency (likelihood) for the
undesired consequence is calculated by the following equation (CCPS, 2001).
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fiC
fiI
PFDij
If there are enabling events and conditions and/or conditional modifiers, the above
equation is modified to the following:
For Low Demand Mode:
fiC = fiI x PFDi1 x PFDi2 x..... x PFDij x PEnabling Event x PCondition Modifier
Where
PEnabling Event
PCondition
Modifier
The Probability of Failure on Demand (PFD) is estimated for each IPL, typically
using available data or look-up tables. Each IPL reduces the frequency of the
consequence.
The frequency of each identified initiating event for the scenario, i.e. cause, of the
scenario is estimated, usually from failure rate data or from a look-up table.
For the purpose of illustration, assuming the following severity categories for
consequence are used and severity ranking of 4 is selected.
Severity
Description
Simplified Injury/
Fatality Categorization
Low Consequence
Same as Category 2
Low Consequence
Medium Consequence
High Consequence
Description
Value
Consequence
(Severity)
Cat.4
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Scenario
Component
Description
Value
Initiating
event
frequency
1x10-1
Enabling
event or
condition
0.5
Conditional
modifiers
(Probability)
Probability of ignition.
0.7
0.5
Probability of injury.
0.8
1x10-2
(per year)
IPLs
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There are two standards pertinent to the concept of safety integrity levels:
IEC 61508 and 61511 require that SIL values be assigned to the safety
instrumented functions (SIF) of the safety instrumented systems (SIS) for
processes, that have insufficient mitigation from the potential hazards.
A SIF is a "safety function with a specified SIL necessary to achieve functional
safety. It can be either a safety instrumented protection function or a safety
instrumented control function. A SIS is an "instrumented system that is used to
implement one or more SIFs. It is composed of any combination of sensors, logic
solvers, and final elements." SIS is devoted to responding to an emergency
situation. It consists of instrumentation for emergency shutdown and thus brings
the process to a safe state in the event of an upset.
Examples include:
High high level of liquid (LPG) in a knockout drum, which initiates shutdown
of emergency shutdown (ESD) inlet feed valve. This protects against liquid
carry-over from entering a compressor suction line, which could result in
compressor damage/disintegration and subsequent personnel hazards.
Another example could be closure of a vessel bottom outlet ESD valve to
protect against a loss of containment situation on downstream piping/
equipment, which could also lead to loss of containment/fire hazards.
Instrumented emergency shutdown systems including flammable gas, toxic
gas and fire protection systems.
There are four levels of SIL. SIL 1 represents the lowest and SIL 4 represents the
highest level of safety integrity. SIL is a measure of reliability of the respective
SIS.
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The following table provides SIL correlations with availability and PFD:
SIL
Availability Required
PFD
1/PFD
>99.99%
10-5 to 10-4
100,000 to 10,000
99.90 - 99.99%
10-4 to 10-3
10,000 to 1,000
99.00 - 99.90%
10-3 to 10-2
1,000 to 100
90.00 - 99.00%
10-2 to 10-1
100 to 10
The terms 'SIL' and 'availability' represent the integrity of the SIS when a process
demand occurs. Consider that a particular SIF is assigned a value of SIL 1, as an
example. Assigning SIL 1 means that the level of risk is considered to be
sufficiently low and the SIF with a 10% chance of failure (90% availability) is
acceptable. The availability of 90% would mean that there would be one statistical
failure of that SIF out of every 10 demands for that function. If this risk is not
acceptable, the SIL may need to be raised to a level 2 or level 3. In other words it
might be more prudent to have a SIL corresponding to one failure in 100, 1000,
10000, or more demands, if it can be justified.
Steps in a typical SIL Study
Action
1.
2.
Assign target SILs to the SIFs using one of the many methods:
3.
Risk Graph.
Layered Risk Matrix.
As per 61511, SIL estimation also takes into account the other layers of protection
(PL) in the process. SILs are calculated for the SIF, which may include one or
more protection layers and maybe dependent or independent of one another.
Clearly, greater protection is afforded when the PLs are totally independent as
opposed to dependent protection layers identified for a particular SIF.
Methods of Target SIL
Assignment
Various methodologies are available for assignment of SILs. As in the case with
PHA studies, this must involve people with the relevant expertise. The Risk Graph
and the Layered Risk Matrix discussed below are the most common methods used
to determine the target SIL. The Layer of Protection Analysis (LOPA)
methodology could also be used to assign SILs. SILs assigned to SIFs in this
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manner represent the target (for existing or new systems) for the level of
performance required to provide a certain level of reliability.
Risk Graph Method
Consequence
Occupancy
Probability of
avoiding the hazard
Demand rate
Description
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The following table is the calibration of Risk Graph, taken from IEC 61512-3,
2003, Annex D, pp. 37-38
Risk parameter
Consequence (C) Number
of fatalities.
This can be calculated by
determining the numbers
of people present when the
area exposed to the hazard
is occupied and multiplying
by the vulnerability to the
identified hazard.The
vulnerability is determined
by the nature of the hazard
being protected against.
The following factors can
be used:
Classification
Comments
CB
Minor injury
1.
CC
CD
CA
The classification
system has been
developed to deal
with injury and death
to people.
For the
interpretation of CA,
CB, CC and CD, the
consequences of the
accident and normal
healing should be
taken into account.
FA
This is calculated by
determining the
proportional length of time
the area exposed to the
hazard is occupied during a
normal working period.
FB
Rare to more
frequent exposure
in the hazardous
zone. Occupancy
less than 0.1
3.
See comment 1
above.
Frequent to
permanent
exposure in the
hazardous zone.
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Risk parameter
Probability of avoiding the
hazardous event (P) if the
protection system fails to
operate.
PA
PB
Classification
Comments
Adopted if all
conditions in
column 4 are
satisfied.
4.
PA should only be
selected if all the
following are true:
Facilities are
provided to alert the
operator that the
SIS has failed;
Independent
facilities are
provided to shut
down such that the
hazard can be
avoided or which
enable all persons to
escape to a safe
area;
The time between
the operator being
alerted and a
hazardous event
occurring exceeds 1
hour or is definitely
sufficient for the
necessary actions.
W1
W2
W3
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Note: This is an example to illustrate the application of the principles for the
design of risk graphs. Risk graphs for particular applications and particular
hazards will need to be agreed with those involved, taking into account
tolerable risk, see D.1 to D.6.
Figure 2-6: Risk Graph, taken from IEC 61512-3, Annex D, p.37
illustrates how the four parameters (C, F, P, and W) generate the target
SIL values in the table, as follows. As per 61511, assume that no SIS exist, even
though non-SIS may be in place for the process.
Figure 2-7: SIL Estimation Using Risk Graph Method in the SIL Study Risk Graph
Template found in PHA-Pro.
An example of the Safety Layer Matrix (Layered Risk Matrix) is given below.
The target SIL is assigned on the basis of the risk ranking value and the number of
PLs for that scenario. A difference of the risk ranking and the PLs is correlated
with SIL values. This approach consists of matrices for each of Personnel,
Operations, and Ecological factors, that are integrated with the HAZOP study and
incorporates PLs. The highest of the three SIL values is selected.
According to 61511, the required SIL values are matched with a combination of
the frequency and severity of impact of the hazardous events. See the tables and
figure below.
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Medium
High
* The system should be in accordance with this standard when a claim that a
control function fails less frequently than 10-1 per year is made.
The following table is from Criteria for Rating the Severity of Impact of
Hazardous Events, IEC 61512-3, 2003, Annex C, p. 30:
Severity Rating
Impact
Extensive
Serious
Minor
Figure 2-8: Safety Layer Risk Matrix, taken from IEC 61512-3, 2003, Annex C, p.31
The first step for assignment of target SILs is to use the (updated) PHAs or
conduct new PHAs to screen for the potential hazards. HAZOP is the most
commonly used method. If the risk is unacceptable then it is preferable to reduce
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it to an acceptable level using non-SIS and SIS elements. However, SISs are
considered only after all the non-SIS protection layers have been considered.
HAZOPs identify the potential hazards, using risk matrices in terms of the
likelihood and the severity of the hazards. Required SILs are assigned to SIFs
identified in the PHA studies.
According to 61511, the BPCS, relief systems, and other layers of protection may
be defined as safety functions for SIL analysis. A SIS may contain one or more
SIFs. Or, a SIF may be achieved by more than one SIS. The BPCS is not credited
for a SIF with a greater than SIL 1, as per 61511.
SIL Verification
Typically, it is practicable to study only the critical safety functions for a SIL study
as there are usually too many safety functions and only those that are deemed
important can be considered. The established SILs (from previous steps) are now
used as measures for verification purposes when complying with 61511. SIL
verifications may require full quantitative assessments (using fault tree analysis FTA, failure rates, reliability linked diagrams, etc.) to check if the performance of
the SIS exemplified by the overall ESD system indeed meets the established target
SIL values based on unit wide overall scenarios (e.g., fire, toxic release etc.)
A simple example of one shutdown sequence consisting of detectors, logic solver,
and final elements is given below. Logic solvers are considered very highly
reliable, thus may not be a part of the failure rate calculation per se.
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Using PHA-Pro
PHA-Pro is set up for ease of use. When carrying out your study, you start at the
left-most tab, the Administration tab. When you click a tab that has multiple
pages, you start at the top page, by clicking the top icon, and work down the list.
When you complete all the pages on the tab, you move to the tab on the right, and
complete it in the same way you completed the first sheet. You continue working
across the tabs until the study is finished.
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Documenting Nodes
Before you and your colleagues can perform a Process Hazards Analysis of a
product, your team must first identify all of the nodes that you might be
examining. In HAZOP, a node is one or more items of equipment as a focal point
of study. It may be as small as a line, a pump, a vessel or a heat exchanger, or it
may be a compound node such as Line + Pump + Heat Exchanger, or it may be as
large as the entire processing plant. Thus not only the selection of nodes, but also
the size of nodes is of critical importance.
For example, a fictional HAZOP study might contain the following nodes:
You record your list of nodes, along with information about each node, in the
Nodes sheet of PHA-Pro (
). This sheet includes the following columns
of information:
Nodes the name that you have assigned to each node, such as in the above
list.
Type - the type of equipment that each item is, such as a line, column or heat
exchanger.
Design Conditions/Parameters - the conditions under which each equipment
item should operate, if applicable, such as temperature, flow rate and
pressure.
Drawings - the names or identification codes of drawings that pertain to each
node.
Equipment ID the identification number or code for each equipment item.
Comment additional information about each node that will be useful to
people reviewing your file.
Date the session in which each node was analyzed.
Rev. # the revision number of each equipment item.
Revision Date the date on which your company last revised each equipment
item.
Note: This chapter is based on the HAZOP Template. If you use other templates,
the naming conventions may vary
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Figure 3-1: The Nodes sheet allows you to effectively record details about all of the
nodes in your HAZOP study.
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The sample HAZOP study introduced earlier in this chapter consists of six nodes.
The HAZOP study group might decide that the node called Feed lines 2-P-101
& 102 could be affected by these deviations:
High Pressure.
High Temperature.
High Flow.
Low Pressure.
Low Temperature.
Low/No Flow.
Your group then repeats this procedure to create lists of deviations for each of the
other five nodes. All six lists are recorded in the Deviations sheet of PHA-Pro,
along with other information about each deviation. (
) The Deviations
sheet includes the following columns of information:
Deviations the name of each deviation that your group has identified, such
as in the above list, by applying a guide word to a process parameter.
Guide Word the guide word that pertains to the corresponding deviation.
Parameter the process parameter that pertains to the corresponding
deviation.
Design Intent the specific purpose of each equipment item.
Comment additional information about each deviation that will be useful to
people reviewing your file.
Date the session in which each deviation was analyzed.
Rev. # the revision number of each equipment item.
Revision Date - the date on which your company last revised each equipment
item.
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Figure 3-2: The Deviations sheet allows you to document all of the deviations that may
affect the node you are analyzing.
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Figure 3-3: The Worksheet of PHA-Pro is the heart of your Process Hazards Analysis.
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Managing Recommendations
The process of proposing recommendations specifically designed to address the
hazards identified by your team is an integral part of a Process Hazards Analysis.
The sophisticated recommendation management features of PHA-Pro allow you
to record and then track the progress of all recommendations compiled by your
study group. You can assess the priority of each recommendation, assign a
specific person to be responsible for carrying out changes, set start and end dates,
and do much more.
PHA-Pro allows you to record recommendation-related data in both the Worksheet
and Recommendations sheets. The Worksheet helps you to manage
recommendations because it displays all of your failure mode data on your screen
at the same time as your team is proposing ideas. You can record suggestions in
the same row as the corresponding failure mode, thereby clearly showing the
relationship between the problem and the solution.
The Recommendations sheet provides a master list of all your teams
recommendations without the related hazard data. (
) For many study
teams, being able to print, distribute and act upon this recommendation list is the
most important outcome of a PHA.
The Worksheet and Recommendations sheets are linked to each other, so when you
enter data in one sheet, the same data appears in the corresponding cell of the
other sheet. You never have to enter the same data twice.
Tip: It is Best Practice, and highly advised that you enter the Recommendations in
the Worksheet first.
Figure 3-4: The Recommendations sheet displays all recommendation data for your
Process Hazards Analysis.
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The Workspace
The Workspace contains a visual summary of the contents of all files that are
open. The Workspace provides a quick and efficient way to navigate to different
parts of your files. When you click an object in the Workspace, the software
displays the corresponding part of your file in the opposite pane of the software
window.
Some elements of the Workspace also have pop-up menus that contain useful
commands to help you work with your files. You can right-click an object to open
its menu.
The two main folders in the Workspace are called Open Documents and Active
Libraries. Open Documents lists all PHA-Pro files that are currently open. Active
Libraries displays the names of all applicable files in the default libraries folder,
as well as all other active libraries. A check mark appears beside each library that
is active and available for use. You can activate and deactivate libraries by
selecting and deselecting boxes beside the libraries.
Closing the Workspace
You can easily close the Workspace at anytime to increase the size of the working
area available on your screen.
To close the Workspace:
Step
Action
Carry out one of the following:
Click
Go to View>Workspace.
Press Alt + 0 on the keyboard.
Click
Action
Carry out one of the following:
Click
Go to View>Workspace.
You can change the size of the Workspace to view more of its contents or to
reduce the amount of room it occupies on your screen.
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Action
1.
2.
3.
4.
By default the Workspace appears, on the left side of the main software window,
but you can easily move it to the top, bottom or right side of your screen.
To move the Workspace:
Step
Action
1.
Position your mouse pointer over a blank area on its title bar.
2.
3.
Drag the pointer to the top, bottom or right side of your screen.
A rectangular outline indicates where the Workspace appears after you
release the mouse button.
4.
PHA-Pro allows you convert the Workspace to a separate window that you can
resize and reposition on your screen to suit your needs.
To change the Workspace to a window:
Step
Action
1.
2.
The various navigational elements now appear in the Workspace window instead
of their original position on your screen. You can view and work with the folders
and other objects in this window in the same way that you normally do.
To return the Workspace to its original position:
Step
Action
1.
Position your mouse pointer over the title bar of the Workspace
window.
2.
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Toggling is a quick way of hiding and displaying the Workspace with a simple
movement of your mouse. This allows you to have more space on your screen to
work on your study, but still have quick access to the Workspace.
To turn on this feature:
Step
Action
Click the
Action
Move your mouse pointer away from it.
The Workspace disappears from your screen.
Action
Move your mouse pointer to where it last appeared on your
screen.
The Workspace remains visible so long as the pointer is over it.
Action
Click the
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Action
Open the Welcome to the New File Wizard dialog box by carrying
out on of the following:
Clicking
Go to File>New.
Tip: If you just started PHA-Pro and the Welcome to PHA-Pro dialog box
is open:
1. Select Create a New File.
2. Click OK.
The Welcome to New File Wizard appears.
3.
4.
5.
6.
7.
8.
9.
Tip: You can edit general administrative information, product information, team
member records and drawing data at anytime. in the Administration
collection.
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You can add additional worksheets to your New File Wizard. For more
information, see Adding a New Sheet - Worksheet on page 295.
You can add additional forms to your New File Wizard. For more information, see
Adding a New Sheet - Form on page 297.
Tip: When adding a worksheet or form, make sure you create the sheets under
New File Wizard in the Sheets section of Project Settings.
You can also delete a page from the New File Wizard if you do not need it when
you create new files. For more information, see Removing Sheets on page 307.
You can further customize any page in the New File Wizard by renaming the page
as well as the headers, columns or data fields it contains. You can also add and
remove headers, columns or data fields.
You can rename any page in the New File Wizard. For more information, see
Renaming Sheets on page 305.
You can add, remove and rename data fields or headers for any form. For more
information, see Customizing Headers and Data Fields on page 159.
You can add, display, hide and rename columns on any worksheet page. For more
information, see Customizing Columns on page 172.
Tip: After customizing the selected page, you can preview it to see if the page
requires additional changes:
1. In the left pane, right-click New File Wizard.
2. On the pop-up menu, click Preview.
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English.
French.
Spanish.
German.
Japanese.
Portuguese (Brazilian)
Simplified Chinese.
Tip: You can create templates using other languages, as well as entering data in
other languages, but you are not able to change the user interface to other
languages. For example, you can change your templates and data into
Korean, but your menus, roll-overs and pop-ups remain in English.
Note: In order to use Chinese, Japanese, Korean or any of the complex right to
left languages such as Arabic or Hebrew, you need to have the
supplemental language support files for Windows installed on your
computer. For more information, talk to your IT department.
Action
1.
2.
Go to Tools> Options.
The Options dialog box opens.
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Step
3.
Action
Click the Language tab.
The Language tab page opens.
4.
Select the language that you want displayed from the Language
drop-down list.
Note: You can also set the dictionary for English, Spanish, French and
German spelling. For more information, see Customizing the
Spellchecker on page 115.
5.
Click OK.
A dialog box opens telling you that PHA-Pro must re-start in order for the
changes to take effect.
6.
Click:
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Action
Rotate the scroll wheel.
Action
Holding the shift key down, rotate the scroll wheel.
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Action
Select the percentage you want to view the document from the
percentage drop-down list.
The document size is adjusted to the new percentage.
Action
Press the Ctrl key and rotate the scroll wheel on your mouse until
you have the desired size.
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Action
Right-click the sheet you want to format.
Pop-up menu appears.
2.
3.
4.
5.
Click OK.
Dialog box closes and formatting is carried out.
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Updating Templates
After you have modified your template with minor changes and saved it, you can
apply the revised template to existing files. When you apply an updated template
to a file, you can select which of the settings are to be applied to the files
hierarchy.
Tip: You can also use a modified file to update the template. When you update the
template, only the file structure is applied. Data is not transferred.
Action
1.
2.
Go to Tools>Update Template.
The Select New Template dialog box opens.
3.
4.
Click Next.
5.
Select the settings from the new template that you want to apply
to the file by selecting the appropriate check boxes.
6.
Click Next.
7.
8.
Click Finish.
You can use the templates from files with Access Rights to update the templates of
other files. You must have access rights to the protected file. When you apply the
settings from the protected file, you also have the option of applying the Access
Rights settings to the file.
To update a template with a protected template or file:
Step
Action
1.
2.
Go to Tools>Update Template.
The Select New Template dialog box opens.
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Step
3.
Action
Select the file from list.
Tip:
4.
Click Next.
The Document User Log In dialog box opens.
5.
A dialog box opens asking if you want to copy the Access rights along with
the template.
6.
Click:
7.
Select the settings from the new template that you want to apply
to the file by selecting the appropriate check boxes.
9.
Click Next.
10.
11.
Click Finish.
12.
If you transferred the Access Rights, you must log back into the
file:
1.
2.
3.
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E-Mailing Files
PHA-Pro allows you to send an entire file by using electronic mail. PHA-Pro
works in conjunction with your e-mail software to create a new message and
attaches your file. Recipients of your message must have PHA-Pro installed on
their systems to open the files you send.
Note: You must have e-mail software installed on your computer as well as a
connection to the Internet to send your file through e-mail.
Action
1.
Click
Or
Go to File>E-mail File.
The Choose Profile dialog box opens.
2.
Click OK.
A new e-mail message window appears, with your PHA-Pro file
automatically attached.
3.
4.
5.
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Action
Go to Tool>Options.
The Options dialog box opens.
2.
3.
4.
5.
If you chose the automatic backup option, you can specify the
desired time interval. The default value is 5 minutes, but you can
change this by:
1. Highlight the number in the field.
2. Enter a new number.
Click OK.
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Saving Files
If you have just created a new file, you will want to save it for future use. You
should also save your file periodically, not just at the end of a work session, to
avoid data loss in the event of a power failure or other technical problem.
To save your PHA-Pro file:
Step
1.
Action
Click
Or
Go to File>Save.
Note: If you have previously saved this file, the software simply resaves
it without displaying a dialog box.
Note: If you are saving the file for the first time, the Save As dialog box
appears. Go to Step 2.
2.
3.
4.
Click Save.
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Action
Go to File>Save As.
The Save As dialog box appears, allowing you to save your file with a
different name, as well as in a different location.
2.
In the File name field, type the new name for your file.
The Save as type field specifies that the software adds the .pha extension
to the end of the file name.
3.
4.
Click Save.
The file is saved under the new name.
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Opening Files
You can easily open a file you created and saved in PHA-Pro during a previous
work session.
This section discusses the following topics:
Opening a PHA-Pro file on page 84.
Opening a File from the Welcome to PHA-Pro Dialog Box on page 84.
Importing a PHAWorks File on page 84.
Opening a PHA-Pro file
Action
Click
Or
Go to File>Open.
The Open dialog box appears.
2.
3.
Click Open.
The software opens the chosen file on your screen.
Tip: The File menu lists the names of the last four workplace risk assessment files
you have opened. You can click any of these names on the menu to reopen
the corresponding file.
Tip: If you are currently not running PHA-Pro, you can double-click the icon for a
PHA-Pro file to launch the software and open the file on your screen.
Action
1.
2.
Click OK.
The Open dialog box is displayed.
3.
4.
Click Open.
The software opens the chosen file on your screen.
You can import PHAWorks studies into PHA-Pro. This allows you use historical
data in your current studies.
Note: The PHAWorks files must be saved as PHAWorks Hierarchical Export Files
(*.txt, *.dat) before they can be imported into PHA-Pro.
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Action
Click
Or
Go to File>Open.
The Open dialog box appears.
2.
3.
Using the Look in field, navigate to the folder containing the file
you want to import.
4.
5.
Click Open.
The file is imported into PHA-Pro.
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Closing Files
If you have several files open at the same time, you may wish to close one or more
so you can concentrate on a particular study.
This section discusses the following topics:
Closing the Current File on page 86.
Closing A Non-Current File on page 86.
Closing the Current File
Action
Go to File>Close.
PHA-Pro closes the file. If you have not yet saved the file you are closing,
the software asks you if you want to save your work. Click Yes to avoid
losing data.
You can also close an open file that you are not currently working on.
To close a non-current file without exiting PHA-Pro:
Step
Action
1.
2.
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Exiting PHA-Pro
You can easily exit from PHA-Pro when you finish your session.
To exit PHA-Pro:
Step
Action
Go to File>Exit.
If you have files that have not already been saved, PHA-Pro asks you if
you want to save your work. Click Yes for each file you want to save.
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To enter data into a cell in a worksheet or form, you merely click the cell and enter
the data.
Tip: Many columns in a worksheet contain special features that facilitate data
entry, such as the pop-up windows for risk assessment columns. When a popup window opens, you make your selection and the information is
automatically added. For more information, see Chapter 6: Working with
Libraries, Copy From and AutoType on page 137.
To enter data:
Step
1.
Action
Click the cell that you want to enter data in.
The flashing insertion point appears inside the selected cell.
2.
3.
Tip:
You can also record a web site address in your PHA-Pro files. Once you type the
address, the software automatically recognizes that the text is an address and
converts it to a hyperlink, which appears in blue and is underlined on your screen.
Editing Data
To edit data:
Step
1.
Action
Click the cell you want to edit.
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Step
Action
2.
Either:
Click
Go to Edit>Edit.
If you double-click the cell when you choose it, it can be edited
immediately.
4.
Action
In the Worksheet, double-click the S cell that corresponds to the
consequence of interest.
The Severity window appears, displaying the severity scale along with a
description of what each level means. (Figure 5-5)
2.
3.
4.
Deleting Data
To remove data:
Step
1.
Action
Select the data you want to delete.
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Step
2.
Action
Click
OR
Go to Edit>Remove.
OR
Press the Delete key on your keyboard.
3.
Click OK.
PHA-Pro deletes the selected data from your file.
Adding Rows
When you add a data row, PHA-Pro adds the row based on the hierarchy levels set
in the template. In other words, PHA-Pro adds the row to that level of the
hierarchy and lower.
To add a row:
Step
1.
2.
Action
Click in a cell at the hierarchy level that you want to add the row.
Click
Or
Go to Edit>Add.
Or
Go to Insert>Row.
Or
Press the Enter key on your keyboard.
A new row appears directly below the cell you click.
If the column is connected to a library, or the AutoType feature is on, a
dialog box opens. For more information, see Chapter 6: Working with
Libraries, Copy From and AutoType on page 137.
Re-arranging Rows
You can re-arrange your data by changing the order of the rows.
To re-arrange the rows of data:
Step
Action
1.
2.
Click
or
Repeat steps 1 and 2 until all of your data appears in the required
order.
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Removing Rows
Action
Click the first column of the row you want to delete.
Click
Or
Go to Edit>Remove.
Or
Press the Delete key on your keyboard.
The row is deleted.
Note: If information in the row is referenced elsewhere in the study, a
dialog box opens. It informs you that the information is referenced
elsewhere and asks you if you want to delete the record. Click Yes
to delete, No to keep the row.
Tip: An alternative method of deleting a row is:
1. Right-click a cell in the row that you want to delete.
A pop-up menu opens
2. From the pop-up menu, select Delete Row.
The row is deleted.
If information in the row is referenced elsewhere in the study, a dialog box
opens. It informs you that the information is referenced elsewhere and asks
you if you want to delete the record. Click Yes to delete, No to keep the row.
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Right-Click menu
Key boards commands.
Tool bar icons.
When you cut data, you remove it from the worksheet but you can paste it
elsewhere.
To cut data:
Step
1.
Action
Highlight the information that you want to cut by holding down
the left-click button and selecting the information.
Tip:
2.
To quickly select all of the data in a cell carry out one of the
following:
Triple left-mouse-click.
Ctrl+A.
Right-Click and choose Select All from the right-click menu.
Click
Right-click the mouse and choose Cut from the right-click menu.
A dialog box opens asking you if you want to cut the entire row or the
selected cell.
3.
Copying Data
When you copy data, you leave it in the worksheet but you can paste a copy of it
elsewhere.
To copy data:
Step
1.
Action
Highlight the information that you want to copy by holding down
the left-click button and selecting the information.
Tip:
To quickly select all of the data in a cell carry out one of the
following:
Triple left-mouse-click.
Ctrl+A.
Right-Click and choose Select All from the right-click menu.
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Step
2.
Action
Carry out one of the following:
Click
Right-click the mouse and choose Copy from the right-click menu.
Pasting Data
Once you have copied or cut the data, you can paste it elsewhere in the study.
Tip: When copying and pasting dates from MS Excel into PHA-Pro, the date
formats must be the same. For example, if the date in Excel is 13-Sept-10,
(dd-MMM-yy) you must select that format from the Format drop-down list on
the Regional Setting page. For more information, see Setting the Date
Format on page 101.
To paste data:
Step
Action
1.
Place the cursor in the cell in which you want to enter the
information.
2.
Click
Right-click the mouse and choose Paste from the right-click menu.
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In order for you to use data mirroring in your study, you must create the data
mirroring linkages in Settings. For more information, see Data Mirroring on
page 287.
Note: You can mirror data to multiple pages by simply creating the data mirroring
to the various fields you want. You must create a separate data mirror link
for each set of mirrored items. You can set different options for each set of
links. Only the first mirrored link appears in the right-click menu or as a
hyperlink. For more information, see Data Mirroring on page 287.
Action
Double-click the cell.
A thick border surrounds the cell, indicating that the cell is active.
2.
3.
Click Yes.
Box closes and cell is active.
4.
Entering Mirrored
Information in Different
Hierarchy Level Fields
You can mirror data from fields in one level of the hierarchy to fields in a different
level of the hierarchy. Although similar to regular data mirroring, there may be
some differences depending on the options set. You cannot mirror data to a child if
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the parent field is empty. You either have to add information at the prompt or add
a field as a placeholder.
To enter information in a data mirrored field:
Step
1.
Action
Double-click the cell.
A thick border surrounds the cell, indicating that the cell is active.
2.
3.
Click Yes.
Box closes and cell is active.
4.
Enter the information for the parent list field in the text box.
Click OK.
The dialog box closes and the information is entered in the parent list
field.
5.
Mirroring Information at a
Later Time
If, after adding information and selecting No at the prompt, you realize that the
information has to be mirrored, you use the right-click menu to mirror the data.
To use the right-click menu command:
Step
Action
1.
On the receiving page, create a row where you want to add the
data.
2.
3.
4.
Select the check box for the row to which you want to mirror the
data.
Tip:
5.
Select the row that has no information after the row number, if the
list is numbered or that is called (Unnamed) if the list is not
numbered.
6.
7.
Mirroring Information at a
Later Time Using Send To
You use the Send to command from the right-click menu to mirror the data.
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Action
Right-click the cell that contains the data to be mirrored.
The cell turns blue and the right click menu opens.
2.
Tip:
If you are using the menu option for Parent-Child mirroring, you
have choice of where the information is being mirrored, and you
may have the option of creating a new parent list item.
When you create your data mirroring, the Data Mirroring commands appear on
the right-click menu.
The right-click menu on the source page has two options for Data Mirroring Data Mirroring (Cell) and Data Mirroring (Row).
When you go to Data Mirroring (Cell) a submenu opens with the following menu
items:
When you go to Data Mirroring (Row) a submenu opens with the following menu
items:
Go to <Receiving List Item>. PHA-Pro moves you to the cell receiving the
mirrored information.
Disconnect from <Receiving Item>. The row is disconnected from data
mirroring allowing you to make changes in the row without affecting the
receiving page.
Connect to <Receiving Item>. Connects the row to a different item on the
receiving page.
Note: If the rows are not connected, the menu provides the following menu item:
The right-click menu has two options for Data Mirroring - Data Mirroring (Cell)
and Data Mirroring (Row).
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When you go to Data Mirroring (Cell) a submenu opens with the following menu
items:
Go to <Source Item>. PHA-Pro moves you to the cell sending the mirrored
information.
Disconnect from <Source Item>. The cell is disconnected from data mirroring
allowing you to make changes or enter non-mirrored data.
Note: If the rows are mirrored, but the cells are not connected, the menu provides
the following menu item:
Copy From <Source Item>. PHA-Pro copies the information from the
source cell.
When you go to Data Mirroring (Row) a submenu opens with the following menu
items:
Go to <Source Item>. PHA-Pro moves you to the cell sending the mirrored
information.
Disconnect from <Source Item>. The row is disconnected from data
mirroring allowing you to make changes in the mirrored cells of the row on
the receiving page without affecting the source cells.
Connect to <Source Item>. This allows you to reconnect the receiving row to
the source.
Note: If the rows are not connected, the menu provides the following menu item:
You can change your mirroring from one row to another, or you can mirror one
row to multiple rows.
To change the mirroring from one row to another:
Step
Action
1.
2.
3.
4.
Click OK.
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Figure 5-1: In the above example, there are two lists - one for the Vertical Axis (Y) and
one for the Horizontal Axis (X). Depending on the information placed in the dependency
matrix, conditional data mirroring completes the fields in the Destination List.
Action
Click the appropriate cell in the matrix.
The appropriate table opens, listing the category.
Tip:
2.
If the table goes off the bottom edge of the screen, use the scroll
wheel on your mouse to scroll the table onto the screen.
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EstimatedEndDate+5
You must enter the EstimatedEndDate using the Reference icon. For more
information, see Adding a Formula Field on page 272.
When copying and pasting dates from MS Excel into PHA-Pro, the date formats
must be the same. For example, if the date in Excel is 13-Sept-10, (dd-MMM-yy)
you must select that format from the Format drop-down list on the Regional
Setting page. For more information, see Setting the Date Format on page 101.
This section discusses the following topics:
Recording Dates in your Study on page 100.
Setting the Date Format on page 101.
Recording Dates in your
Study
To record a date:
Step
1.
Action
Click the arrow in any cell or field where you must enter a date.
A pop-up calendar appears.
Note: This is only true for columns/fields created by date fields.
2.
and
in
4.
5.
6.
7.
When the top of the calendar displays the correct month and year,
click the appropriate day of the month.
The calendar closes, and the software enters the chosen date in the
corresponding cell or field.
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PHA-Pro allows you to change the format of the date entered in the study to match
the style used by your company.
Note: Default format is M/d/yyyy.
Note: When you set the date format it sets the format globally for the study.
Action
Display Project Settings by carrying out one of the following:
2.
3.
Click Study.
4.
5.
6.
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Action
Right-click one of the column headings.
The right-click pop up menu opens.
2.
3.
4.
5.
Click OK.
The columns have been reversed.
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Action
1.
2.
Go to Data>Sort.
The sheet is sorted in ascending order.
3.
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Action
1.
2.
Go to Data>Renumber.
A drop-down menu opens.
3.
Select:
Optional Renumbering
Commands
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Action
Right-click the cell whose numbering your want to change.
A pop-up menu opens.
2.
3.
4.
Click OK.
The number is changed.
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Action
Click
Action
Click
Tip: You can also access the Undo and Redo commands from the Edit menu.
Action
Click the
beside
Drag your mouse pointer over the steps you want to reverse.
The bottom of the window displays the number of actions that the
software is to undo.
3.
Action
Click the
beside
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Step
2.
Action
Drag your mouse pointer over the functions you want to redo.
The bottom of the window displays the number of actions that the
software is to redo.
3.
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Figure 5-2: You access the Note dialog box by double-clicking the note icon. You can
view, create and edit the pop-up notes in the Note dialog box.
Adding Notes
Action
Click the cell of interest.
If the Marker button on the tool bar displays
, click it.
beside it,
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Step
4.
Action
Click
Or
Click Close.
Tip: While the Note dialog box is open in one sheet, you can switch to a different
sheet and then switch back to continue creating your new note. This allows
you to refer to, or copy information from, another part of your file. To paste
copied data into the Note dialog box, press Ctrl + V on your keyboard.
Editing Notes
To edit a note:
Step
1.
Action
Double-click the
Deleting Notes
Once a particular note is no longer needed, you can quickly remove it.
To remove a note:
Step
1.
2.
Action
Click the
Click
Or
Click Delete on the Note dialog box.
The software deletes the note from your file and removes the icon from
the selected cell.
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can also create or customize markers. For more information, see Markers on
page 253.
Tip: PHA-Pro allows you to add data fields to you markers. This means you can add
notes or dates to your markers. For more information, see Adding Data Fields
to a Marker on page 255.
To mark data:
Step
1.
2.
Action
Click the cell containing the data you want to mark.
On the tool bar, click the
Tip: The Marker button displays the symbol for the last marker you inserted. If this
marker is the one you want to use, simply click this button instead of
performing steps 2 and 3.
To remove a marker:
Step
Action
1.
2.
Click
Go to Edit>Remove.
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Using Symbols
The ability to quickly insert symbols as you type saves time. Symbols include
characters that are not part of a standard keyboard, such as the degree symbol,
exponents and currency symbols. PHA-Pro allows you to fully customize your list
of symbols by adding, editing and deleting characters.
Tip: If you are localizing your interface, you must click the Load Default button to
localize the symbol list. For more information, see Returning the Symbols List
to the Default Format on page 113.
Action
Position the flashing insertion point at the spot in the cell or field
where you want to insert a symbol.
Click
Tip: You can resize the symbol window that appears in step 2. Position your mouse
pointer over an edge of the window, and drag it until the window is re-sized.
Figure 5-3: A customizable list of symbols is quickly accessible from the tool bar.
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You can easily modify the list of symbols that is available when you click
on
Action
Go to Tools>Options.
The Options dialog box opens.
2.
You can take the following shortcut to the Symbols tab page, if the
Symbols button is active:
1. Click
2. Click Customize.
3.
4.
5.
Tip:
The Windows Character Map can simplify this process. For more
information on using the Character Map, consult your Windows
instruction manual.
Tip:
If you are cutting and pasting symbols from another program, press
Ctrl + V on your keyboard to paste the symbol into the Symbol
field.
6.
Action
Go to Tools>Options.
The Options dialog box opens.
2.
You can take the following shortcut to the Symbols tab page, if the
Symbols button is active:
1. Click
2. Click Customize.
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Step
3.
Action
Double-click the symbol that you want to edit.
Or
Select it and then click Edit.
The Add/Edit Symbol dialog box opens.
4.
5.
Click OK.
The Add/Edit Symbol dialog box closes.
6.
Action
Go to Tools> Options.
The Options dialog box opens.
2.
You can take the following shortcut to the Symbols tab page, if the
Symbols button is active:
1. Click
2. Click Customize.
3.
4.
Click Remove.
5.
6.
Action
Go to Tools>Options.
The Options dialog box opens.
2.
You can take the following shortcut to the Symbols tab page, if the
Symbols button is active:
1. Click
2. Click Customize.
3.
4.
Click OK.
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Figure 5-4: You can expand the softwares collection of special characters by using the
Add/Edit Symbol dialog box.
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Checking Spelling
Before printing or exporting your file and distributing it to clients and colleagues,
you should perform a spelling check.
This section discusses the following topics:
Using the Spellchecker on page 115.
Customizing the Spellchecker on page 115.
Using the Spellchecker
Action
Click
Or
Go to Tools>Check Spelling.
The Spelling dialog box appears. Under Not in Dictionary, the software
displays a misspelled word. To help you interpret this field, the bottom of
the dialog box shows you the sentence that contains the word. As well,
the cell containing the word is highlighted on your screen behind the
dialog box.
Note: A word is considered misspelled if it is not in the softwares built-in
dictionary.
2.
3.
4.
If the word is misspelled and not in the Suggestions list, enter the
correct spelling in the field that displays the misspelled word.
Only this occurrence of the misspelled word with the option you chose
in step 3, click Change.
All occurrences of the misspelled word, click Change All.
5.
6.
Tip: You can click Close at anytime to end the spell check and close the dialog
box.
Customizing the
Spellchecker
Adjusting the way that the softwares spellchecker works can increase its
efficiency. PHA-Pro allows you to instruct the spellchecker to ignore certain
entries, or to report specific types of problems.
To customize the spellchecker:
Step
1.
Action
Go to Tools> Options.
The Options dialog box opens.
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Step
2.
Action
Click the Language tab.
The Language tab page opens.
3.
4.
5.
Selecting the check boxes for the options you want to use.
Deselecting the check boxes for the options you do not want to use.
Click OK.
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Action
Click
Or
Go to Edit>Find/Replace.
The Find and Replace dialog box opens.
2.
3.
4.
In the Find What field, enter the text you want to find.
5.
6.
Using the Match case drop-down list. This allows you to control
whether or not your search is case-sensitive. By default, this option is
set to Auto; click the arrow to select a different option.
Selecting the Find whole words only check box if you want the
software to consider the text you typed in the Find What field to be a
separate word. That is, the software will not find this text if it is
contained within a larger word.
7.
Tip: Click Close at anytime to end the search and close the dialog box.
Finding Dates
To find a date:
Step
1.
Action
Click
Or
Go to Edit>Find/Replace.
The Find and Replace dialog box opens.
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Step
2.
3.
4.
Action
Click the Find tab.
Click
5.
6.
Tip: Click Close at anytime to end the search and close the dialog box.
Replacing Text
To replace text:
Step
1.
Action
Click
Or
Go to Edit>Find/Replace.
The Find and Replace dialog box opens.
2.
3.
4.
In the Find What field, enter the text you want to find.
5.
In the Replace With field, enter the text that you want to appear
instead of the text you are deleting.
6.
Using the Match case drop-down list. This allows you to control
whether or not your search is case-sensitive. By default, this option is
set to Auto; click the arrow to select a different option.
Selecting the Find whole words only check box if you want the
software to consider the text you typed in the Find What field to be a
separate word. That is, the software will not find this text if it is
contained within a larger word.
7.
Select the Smart case replacement check box if you want the
software to retain the case that is, uppercase and lowercase of
the text that you are replacing with other text.
8.
9.
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Replacing Dates
To replace dates:
Step
1.
Action
Click
Or
Go to Edit>Find/Replace.
The Find and Replace dialog box opens.
2.
3.
4.
To search your file for a particular date, click the Find What arrow.
A pop-up calender opens. For more information on using calendars, see
Using Symbols on page 111.
5.
6.
7.
Click Close.
The dialog box closes.
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Action
Go to Data>Merge Items.
Or
1.
2.
3.
3.
Click Next.
4.
Select the information that you want to keep from the Item to
Keep drop-down list.
Note: The information in the other merged cells is removed. Make sure
that this is the cell data that you want to remain in your
worksheet.
5.
Click Finish.
The rows are merged.
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Action
Place the cursor in the row of the worksheet that you want to
isolate.
Note: When you isolate a row, PHA-Pro only displays the row that the
cursor is in.
2.
You can also right-click the page and select Sheet Properties from
the right-click menu.
3.
Click Sheets.
4.
5.
6.
7.
In the hierarchy, select the radio button of the list that contains
the rows information.
Note: You must ensure that the list selected is on the worksheet p-age.
8.
9.
When you are finished, you can restore all the lines back the worksheet.
Tip: This is useful if you selected the wrong row, and have to isolate the right row,
you can restore all the rows, and then start again.
Action
Click the Settings tab.
Tip:
2.
You can also right-click the page and select Project Settings from
the right-click menu.
Click Sheets.
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Step
Action
3.
4.
5.
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You can use the right click menu to expand or collapse the entire structured list at
once.
To expand or collapse the entire list at once:
Step
Action
1.
2.
Action
Click:
The plus sign next to the element of the sub list that you want to
expand.
The minus sign next to the element of the sub list that you want to
collapse.
You add data to a structured list in the same manner as you would add data to any
spreadsheet. When you add data to a structured list, it is added at the same level as
the row above. You can increase or decrease the indent level of data using the tool
bar. For more information, see Changing the List Level of Data on page 124.
When you increase or decrease the indent level, you are moving data down or up a
level by using the indent buttons. That is, the greater the indentation, the lower the
level of information. When you change the indentation of data, it is renumbered as
is all subsequent data rows. If you decrease the level of an item, all of its
childrens levels are also decreased; conversely, if you increase the level of an
item, all of its childrens levels are also increased.
To change the list level of data:
Step
Action
1.
2.
Click:
- to increase the indentation of the data.
- to decrease the indentation of the data.
Cutting and deleting rows is carried out in the same manner as you would cut or
delete any row in a worksheet, except that an items children are cut or deleted
along with the row containing the list item. For more information, see Cutting
Data on page 93 and Removing Rows on page 92.
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Pasting rows in a structure list is carried out in the same manner as you would
paste any row in a worksheet, except that the items children are pasted along with
the item. For more information, see Pasting Data on page 94.
You can drag and drop data in a structured list. When you drag and drop a list
item, all of its children move along with it. The list item and all of its children are
renumbered.
Tip: If you are moving a root level item, close all of the other root level items
before moving for best results.
Action
1.
Select the cell you want to move, by clicking and holding the left
mouse button
2.
3.
You sort data in a structured list the same way you would sort data in any column.
For more information, see Merging Lines in a Worksheet on page 120. When you
sort data in a structure list, you sort the data in the root branch of the structure list
and the items are sorted on the inputted text. All data is sorted, with children being
sorted under their parent.
You can use the right click menu to hide or display the list numbers. When you
hide or show the list numbers, all numbers including those of the sub lists are
hidden or displayed.
To hide (display) list numbers:
Step
Action
1.
2.
Isolating a Tree in a
Structured List
You can isolate a specific tree consisting of a parent and its children in a structured
list. This is particularly useful if you have a long structured list and want to study
a specific tree in that list.
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Action
1.
2.
Action
1.
2.
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Figure 5-5: PHA-Pros Linked Diagram function dynamically links the diagram to your
worksheets.
Action
Add a linked diagram sheet.
For more information, see Adding a New Sheet - Linked Diagram on
page 302.
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Step
2.
Formatting a Shape
Action
Add your Study Items from the palette to Linked Diagram Drawing
space by dragging them.
Tip:
Tip:
Each function can be used more than once in the Linked Diagram
Drawing space.
3.
Resize the functions to match the size of the diagram you want to
create.
4.
5.
6.
7.
PHA-Pro allows you to format the shapes in your linked diagrams, The changes
you make apply to all copies of the shape in the linked diagram.
To format a shape in the linked diagram:
Step
1.
Action
Right-click the shape.
The pop-up menu opens.
2.
3.
4.
Select your Font Size from the Text Size list. (Optional)
Note: 8-point type is the default size.
5.
If you wish to bold or italicize the text, click the box beside Bold or
Italic. (Optional)
Tip:
6.
Click both boxes if you wish to both bold and italicize the text.
7.
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Step
8.
Action
Select the Border Color. (Optional)
Black is the default border color. To use a different color:
1.
2.
9.
10.
11.
Adjust the line width by entering a new number in point size in the
Line Width field. (Optional)
12.
Click OK.
When you drag and drop information into your linked diagram, all the text is
locked by default. You can unlock, or re-lock, the text in individual features to
make changes.
Note: If you drag and drop an empty shape, the Lock Text feature is not active.
Action
1.
2.
From the pop-up menu, deselect Lock Text. The text is unlocked
and can now be edited.
Moving a Shape
Action
1.
2.
From the pop-up menu, select Lock Text. The text is locked and
cannot be edited.
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Action
Click on the shape that you want to move.
Tip:
To move more than one shape at the same time, keeping the
shapes in the same relative position to each other:
1. Highlight Ctrl+click each shape and connector.
2.
Holding down the left mouse button, drag the shapes to the new
position.
3.
Action
Holding down the left mouse button, draw a square over the
shapes you want to move.
Tip:
2.
3.
Holding down the left mouse button, drag the shapes to the new
position.
4.
Deleting Shapes
Action
Click on the shape that you want to delete.
Tip:
2.
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To open or print an attached file, an application that is compatible with the file
must be installed on your computer system.
This section discusses the following topics:
Setting the File Attachment Filter on page 131.
Attaching Files on page 132.
Creating Thumbnails for Attached Image Files on page 132.
Opening Attached Files on page 133.
Printing Attached Files on page 133.
Saving Attached Files on page 133.
Deleting Attached Files on page 133.
Renaming Attached Files on page 133.
Checking the Sizes of Attached Files on page 134.
Setting the File Attachment
Filter
You can filter the file types that you want allowed to be attached to your revisions.
If you do not add any files to the filter, all file types can be attached; if you enter
any file types into filter, only those file types can be attached.
Tip: This filter applies to the entire study.
Action
1.
2.
Select Study.
3.
Select Properties.
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Step
4.
Action
In the Allowed Attachment File Types field, enter the file types
that you want to allow to be attached in the following format:
File Description|*.<file type>
Note: You must have the two entries for each file type that you want to
attach. For example, if you entered the following:
JPG File|*.jpg|PNG File|*.png
Files of Type would list JPG File, PNG File.
The folder would display all files with jpg and png extensions.
If, however, you entered
*.jpg|*.png
Files of Type would list *.jpg
The folder would display all files with png extensions.
Attaching Files
Action
Click the cell to which you want to attach a file.
Click
Or
Go to Insert>Attach File.
The Attach File dialog box opens.
3.
Use the Look in and Files of type fields to find the file you want to
attach
4.
5.
Click Open.
An icon that represents the attached file appears in the selected cell. The
name of the file appears below the icon.
Action
Right click the icon / image.
Pop-up box opens.
2.
If you want to have the name of the file shown, make Show File
Name is checked. If you do not want the name shown, uncheck
Show File Name.
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Action
Double-click the icon for the file you want to open.
or
Right-click the icon to display a pop-up menu.
2.
Click Open.
Your computer system launches an application that is compatible with the
file, and the application opens the file.
Action
Right-click the icon for the file you want to print.
A pop-up menu opens.
2.
Click Print.
An application that is compatible with the file opens the file and prints it.
Action
Right-click the icon for the file you want to save.
A pop-up menu opens.
2.
3.
Type a new name for the file in the File name field. (Optional)
4.
Use the Save in field to specify where you want to save the file.
5.
Click Save.
The attached file is saved.
Deleting attached files that you no longer need to consult can help to reduce the
size of your PHA-Pro file and remove unnecessary clutter from your screen.
To delete an attached file:
Step
1.
Action
Right-click the icon for the attached file you want to delete.
A pop-up menu opens.
2.
Click Delete.
PHA-Pro removes the file, and its icon no longer appears on your screen.
You may want to rename a file to make its name more meaningful to your team.
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Action
Right-click the icon for the file you want to rename.
A pop-up menu opens.
2.
Click Rename.
The Rename Attachment dialog box opens.
3.
4.
Click OK.
The new name appears below the file icon on your screen.
Action
Right-click the icon for the file of interest.
A pop-up menu opens.
2.
Click Properties.
The Attachment Properties dialog box opens, displaying the name of the
attached file.
3.
Review the Size field, which indicates the size of the attached file.
4.
Click Close.
The Attachment Properties dialog box closes.
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Using the right-click menu, you can open the picture in Paint, edit the picture and
then replace the previous version with the edited version.
To edit a picture:
Step
1.
Action
Right click the picture.
The right click menu opens.
2.
3.
4.
Click Save.
5.
Exit Paint.
Dialog box opens, asking you if you want to incorporate the changes.
6.
Click:
Saving a Picture
Action
Right click the picture.
The right click menu opens.
2.
3.
4.
5.
Click Save.
You can replace the existing picture in with an updated one if you want.
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Action
Right click the picture.
The right click menu opens.
2.
3.
4.
5.
Click Open.
The Format picture dialog box opens.
6.
7.
Click OK.
Action
Right click the picture.
The right click menu opens.
2.
3.
If you want to keep the proportions the same as the original image,
select the check box.
Tip:
If you do not keep the proportions the same when you resize the
image, the image may be distorted.
Enter the new size in the Width and Height fields.
2.
Tip:
4.
5.
Click OK.
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Libraries simplify and speed up the process of entering data in your files by
working in conjunction with the Copy From and AutoType features. Every time
that the pop-up window opens on your screen while you are entering data, you can
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choose to have this window display data from your active libraries. For more
information, see Using Copy From on page 146.
Activating Libraries
Action
Go to Tools>Options.
The Options dialog box opens.
2.
3.
Click Add.
The Add Library dialog box opens.
Note: The Look in field is set by default to the Libraries folder, which
contains all of the built in libraries. If the library, or the old study
that you want to activate as a library, is stored in a different place,
use the Look in field to navigate to that location.
4.
5.
Click Open.
The Add Library dialog box closes, and the Active Libraries tab displays
the selected library.
6.
Click OK.
The Options dialog box closes, and the Workspace indicates that the
library is now active.
Figure 6-1: The Active Libraries tab of the Options dialog box displays a check mark
besides each library that is currently active.
The workspace lists all of the library files found in your default libraries folder.
You can activate libraries in the folder in the workspace.
To activate a library using the workspace:
Step
Action
In the workspace, select the library that you want to activate.
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You may want to activate a library that is not found in your default libraries folder.
You can add an activated library using the workspace.
To add an activated library using the workspace:
Step
1.
Action
In the workspace, right-click the Active Libraries folder.
The drop-down menu opens.
2.
3.
4.
5.
Click Open.
The Add Library dialog box closes, and the Active Libraries tab displays
the selected library.
6.
Click OK.
The Options dialog box closes, and the Workspace indicates that the
library is now active.
PHA-Pro allows you to create new libraries that are based on old studies. Basing
libraries on old studies help you to work more quickly and efficiently because
your new library contains data elements that are specifically tailored to your
documentation needs. For more information, see Activating Libraries on page 139
or Adding an Activated Library Using the Workspace on page 140.
You create new libraries from scratch in the same manner as you would create any
new files. For more information, see Creating New Files on page 71. Save your
new library before closing it so it is available for use during all future study
sessions. You must activate the library before you can work with it.
Opening an active library allows you to view its contents, add new entries, edit
information and perform other tasks. You open a library in the same way that you
open any file within PHA-Pro. For more information, see Opening Files on
page 84.
Libraries are similar to PHA-Pro files. Library contents are organized into
different sheets, each of which has a tab near the top of your screen. You can click
a tab of interest to switch to the corresponding sheet. In
, the HAZOP
Library is open.
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Figure 6-2: The HAZOP library contains workplace risk assessment data that the study
team can copy into their files.
Once a library is open, you can edit its contents in the same way that you modify
data in your PHA-Pro files. To add, modify or delete library items, click
or
Edit>Remove.
Libraries can be customized to look and function the way you want. You can add
and rename sheets, hide or display headers, change display options for columns
and perform various other tasks. For more information, see Chapter 7:
Customizing Forms and Worksheets on page 158 and Chapter 11: Customizing
Your Templates on page 236. When you finish modifying a library, save the
library before closing it.
Printing and Exporting
Library Data
You can create hard copies of your library data, including headers and footers of
your choice on each printed page, in the same way that you print your PHA-Pro
files. You can also export your library data in various formats. For more
information, see Chapter 8: Printing and Exporting on page 196.
Deactivating Libraries
You can deactivate any library that you no longer want to use so that the PHA-Pro
no longer searches the librarys contents and the Workspace no longer indicates
that the library is active.
To deactivate a library:
Step
1.
Action
Go to Tools>Options.
The Options dialog box opens.
2.
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Step
3.
Action
Click the box beside the librarys name to remove the
check mark.
The library is deactivated.
4.
Click OK.
The Options dialog box closes.
Tip: Deactivating a library by performing these steps does not delete the
library from your computer system. This allows you to reactivate the
library at a later date.
Action
In the workspace, deselect the library that you want to
deactivate.
If a library, or file being used as a library, is not found in your default libraries
folder, you can remove it from the list.
To remove a library using the workspace:
Step
1.
Action
In the workspace, right-click the library that you want to remove.
The drop-down menu opens.
Note: In order for the library to be removed, it cannot be in your default
library folder.
2.
You can use the workspace to change the default folder for your libraries. All
active libraries are shown, no matter which folder they are in, plus all the files in
the default folder. This allows you first activate the PHA-Pro libraries, and then
change the default folder to a folder that contains the older studies that you may
want to use as libraries.
To change the default folder using the workspace:
Step
1.
Action
In the workspace, right-click the Active Libraries folder.
The drop-down menu opens.
2.
3.
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Step
4.
Action
Click OK.
The default folder is changed. All files in the folder, plus all previously
activated libraries are now listed in the workspace.
Terms of Use
It is assumed by the supplier that the user is qualified to use and interpret the
contents of such libraries, as well as the basic intent of the subject matter
contained therein. The user is forewarned, given the complex nature of the subject
matter, that misinterpretation, the failure to comprehend andor the misuse of such
libraries and their subject matters are always possible. The user must therefore
guard against such possibilities by exercising due diligent interpretation toward
the intelligent application of such subject matter.
IHS supplies these libraries in good faith but without guarantee and accepts no
liability whatsoever for their use, misuse, interpretation and misinterpretation,
whether in their original forms, as supplied as integral parts of the software, or as
a result of being modified in any way. The user is advised that use of these
libraries following user augmentation, modifications, deletions, andor
interpretations is undertaken solely at the users own risk.
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The easiest way of creating links between your libraries and the study template is
to use keywords. By using keywords, you can link columns and/or fields of
different names without having to remember the specific name in a template a
library. Keywords are added to the hierarchy items in Project Settings. For more
information, see Adding Keywords on page 284.
Note: Keywords must be unique. If they are not unique, then the library lists are
not as focused.
You can create drop-down library lists for the data fields on your forms. These
lists can be either editable or non-editable. A non-editable list means that the user
must select one of the options from the list, they cannot manually enter text.
Tip: You cannot create drop-down lists for columns on worksheets, but you can
customize the AutoType. For more information, see Using AutoType on
page 152.
Action
1.
Open the form to which you want to add the drop-down list.
2.
3.
Select Format.
Tip:
5.
6.
7.
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Step
8.
Action
If you want to limit the choices to the library, under Show Items
From:
1.
2.
9.
10.
If you want the list to be non-editable, select the user must select
item from list check box.
11.
Click Ok.
The Options dialog box closes.
12.
Click OK.
The Format dialog box closes and the drop-down list is created.
You can set up a series of these library lists, with each level being filtered on the
previous selection. For more information, see Using AutoType on page 152. You
can also filter library data in your worksheet columns by filtering on the previous
column.
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Action
Click a cell in the column to which you want to add data.
Note: Each data element you add appears in a separate row below the
cell you click.
2.
Open the Copy From window by carrying out one of the following:
Click
Go to Edit>Copy From.
The Copy From window appears. (Figure 6-3)
3.
Select and deselect the locations from which you want to copy
data by clicking the appropriate buttons: (Optional)
Same File The software searches the current file for data of the
chosen type.
Other Open Files The software searches all other PHA-Pro files
that are currently open for data of the chosen type.
Libraries The software displays the entire contents of all active
libraries that contain data of the chosen type.
Clipbook - The software displays the contents of the local clipbook.
For more information, see Adding Clipbooks To Text Fields on
page 284.
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Step
4.
Action
Adjust the filters by: (Optional)
1.
2.
5.
Select the data element that you want to enter by clicking its
check box.
Note: You can select as many data elements as you want.
6.
To copy the selected data into your current file, click OK.
The Copy From window closes, and the data appears on your screen.
Rather than scrolling down the list presented in Copy From, you can use the
search field to jump to the information you want to enter.
To search for information in Copy From:
Step
Action
Type the appropriate letter(s) in the search field at the top of the
dialog box to narrow the list to only those data elements that
contain certain text.
The software automatically performs the search and displays the results.
Figure 6-3: In this example, a person is using Copy From to enter hazards in the Cause
column of the HAZOP Worksheet sheet.
You can easily customize Copy From to provide quick access to multiple types of
information from multiple files at the same time.
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Action
Open the Copy From window by carrying out one of the following:
Click
Go to Edit>Copy From.
The Copy From window appears. (Figure 6-3)
2.
Click
4.
5.
Same file.
Active libraries.
Other open files.
Local clipbook.
6.
By default, the File field is set to the same file. To specify data
from another location:
1.
2.
7.
Click the arrow to open a drop-down list that includes the names of
other open PHA-Pro files and the names of the active libraries.
Select the file of interest.
Review the list of data elements shown on the Listed Items tab.
A check mark appears beside the type of data that PHA-Pro currently
displays in the Copy From window.
8.
To add other types of information, click the check box beside each
item of interest.
9.
10.
Click OK.
The Copy From dialog box closes.
PHA-Pro allows you to create multiple columns of data in Copy From. This is
very useful for carrying out a HAZOP study.
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Action
Open the Copy From window by carrying out one of the following:
Click
Go to Edit>Copy From.
The Copy From window appears. (Figure 6-3)
2.
Click
4.
By default, the File field is set to the same file. To specify data
from another location:
1.
2.
5.
Click the arrow to open a drop-down list that includes the names of
other open PHA-Pro files and the names of the active libraries.
Select the file of interest.
Review the list of data elements shown on the Extra data to Copy:
window.
A check mark appears beside the type of data that PHA-Pro currently
displays in the Copy From window.
6.
To add other types of information, click the check box beside each
item of interest.
7.
8.
Click OK.
The Copy From dialog box closes.
You can create one or more filters to help you to narrow your search while using
Copy From. Filters let you quickly find information of interest so you can enter it
in your file.
To create a custom filter in Copy From:
Step
1.
Note
Right-click the Copy From window.
A pop-up menu opens.
2.
3.
4.
Click OK.
The new filter is created and appears in the pop-up window.
5.
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When you create multiple filters, information that meets either filter is presented.
If you want to filter data based on the hierarchical level of filters, i.e. Filter 2
filters the data presented by Filter 1, you must use cascading filters.
Note: The cascading filter option does not always appear. The information in the
library must be in a parent-child relationship in order for this option to be
present.
Note
Click
2.
3.
4.
Click Ok.
5.
To activate a filter:
Step
1.
Action
Right-click the Copy From window.
A pop-up menu opens.
2.
To deactivate a filter:
Note: A check mark beside the name of a filter indicates that it is currently active.
Step
1.
Action
Right-click the Copy From window.
A pop-up menu opens.
2.
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Figure 6-4: The Add Filter dialog box allows you to define a custom filter for Copy From.
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Using AutoType
AutoType is similar to Copy From and allows you to quickly and easily enter data
into your study. When it is active, the AutoType dialog box appears automatically
when you click
Figure 6-5: The AutoType dialog box resembles the Copy From dialog box, but lacks the
Search field.
To turn on AutoType:
Step
Action
Click
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Action
Click
Action
1.
2.
Click
Go to Edit>Add.
The AutoType dialog box appears. (Figure 6-5)
Tip:
3.
You can also open the AutoType dialog box by double clicking an
empty cell.
Select and deselect the locations from which you want to copy
data by clicking the appropriate buttons: (Optional)
Same File The software searches the current file for data of the
chosen type.
Other Open Files The software searches all other PHA-Pro files
that are currently open for data of the chosen type.
Libraries The software displays the entire contents of all active
libraries that contain data of the chosen type.
Clipbook - The software displays the contents of the local clipbook.
For more information, see Adding Clipbooks To Text Fields on
page 284.
4.
2.
5.
Select the data element that you want to enter by clicking its
check box.
Tip:
6.
To copy the selected data into your current file, click OK.
The AutoType dialog box closes, and the data appears on your screen.
You can easily customize AutoType to provide quick access to multiple types of
information from several libraries and files at the same time.
To customize AutoType:
Step
1.
Action
Click the cell in which you want to add data.
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Step
2.
Action
Open the AutoType dialog box by carrying out one of the
following:
Click
Go to Edit>Add.
The AutoType dialog box appears. (Figure 6-5)
Tip:
3.
You can also open the AutoType dialog box by double clicking an
empty cell.
Click
5.
In the Show Items From section, select and deselect check boxes
to control where the software searches for data:
Same file.
Active libraries.
Other open files.
Local clipbook. For more information, see Adding Clipbooks To Text
Fields on page 284
6.
7.
8.
By default, the File field is set to the same file. To specify data
from another location:
1.
2.
9.
You can select the types of data elements from this structure.
Click the arrow to open a drop-down list that includes the names of
other open PHA-Pro files and the names of the active libraries.
Select the file of interest.
Review the list of data elements shown on the Listed Items tab.
A check mark appears beside the type of data that PHA-Pro currently
displays in the AutoType dialog box.
10.
To add other types of information, click the check box beside each
item of interest.
11.
12.
Click OK.
The AutoType dialog box closes.
PHA-Pro allows you to create multiple columns of data in AutoType. This is very
useful for carrying out a HAZOP study.
Note: This feature is not available for all data columns.
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Action
1.
2.
Click
Go to Edit>Add.
The AutoType dialog box appears. (Figure 6-5)
Tip:
3.
You can also open the AutoType dialog box by double clicking an
empty cell.
Click
5.
By default, the File field is set to the same file. To specify data
from another location:
1.
2.
6.
Click the arrow to open a drop-down list that includes the names of
other open PHA-Pro files and the names of the active libraries.
Select the file of interest.
Review the list of data elements shown on the Extra data to Copy:
window.
A check mark appears beside the type of data that PHA-Pro currently
displays in the AutoType dialog box.
7.
To add other types of information, click the check box beside each
item of interest.
8.
9.
Click OK.
The AutoType dialog box closes.
You can create one or more filters to help you to narrow your search while using
AutoType. Your active filters appear as drop-down lists at the top of the dialog
box. They narrow the scope of the information presented, allowing you to quickly
find information you need.
To create a custom filter in AutoType:
Step
1.
Note
Right-click the AutoType dialog box.
A pop-up menu opens.
2.
3.
4.
Click OK.
The new filter is created and appears in the dialog box.
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Step
5.
Note
Repeat steps 1 to 4 to define additional filters.
When you create multiple filters, information that meets either filter is presented.
If you want to filter data based on the hierarchical level of filters, i.e. Filter 2
filters the data presented by Filter 1, you must use cascading filters.
Note: The cascading filter option does not always appear. The information in the
library must be in a parent-child relationship in order for this option to be
present.
Note
1.
2.
3.
4.
Click Ok.
5.
Action
Right-click the AutoType dialog box.
A pop-up menu opens.
2.
Deactivating Filters in
AutoType
Action
Right-click the AutoType dialog box.
A pop-up menu opens.
2.
You can make AutoType on data field on a form or on a regular list or structure list
in a worksheet be read-only drop-down. Only editing is disabled, all other existing
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functions in AutoType are retained. For more information, see Creating DropDown Lists for Data Fields on page 161.
To make AutoType a read-only drop-down list:
Step
1.
Action
Right-click a field in the column whose autotype you want to make
a drop-down list.
The right-click menu opens.
2.
3.
4.
5.
6.
7.
8.
If you want the list to be non-editable, select the user must select
item from list check box.
9.
Click Ok.
The Options dialog box closes.
10.
Click OK.
The Format dialog box closes and the drop-down list is created.
Troubleshooting AutoType
On rare occasions after setting up AutoType for forms, the AutoType dialog box
has shown up completely blank - no list nor any icons to choose. This is a fairly
simple problem to fix.
To fix a blank AutoType dialog box:
Step
Action
1.
2.
3.
4.
5.
Click Options.
6.
7.
8.
Click OK.
AutoType should now display properly.
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Figure 7-1: In this example, the headers at the top of the Develop HAZOP sheet present
details about the Node and Deviation being analyzed.
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Action
Add the new field for the header or data field to the hierarchy.
For more information, see Adding Items to the Hierarchy on page 262.
2.
You can display or hide headers and data fields using the right-click menu.
To hide or display data fields using the right-click menu:
Step
1.
Action
Right-click the header or data field you want to hide or the area
that you want to add a data field.
The right-click pop-up menu opens.
2.
To hide the header or data field, click Hide <header or data field>.
The field disappears from your screen.
To display the data field:
1.
Click Show.
A pop-up menu listing the names of the hidden data fields and headers
appears.
2. Click the name of the data field you want to display.
The data field is added.
The options described above for hiding or displaying headers and data fields are
also available in the Sheet Properties dialog box.
To open the Sheet Properties dialog box:
Step
1.
Action
Right-click any cell in the page.
Or
Select Format from the menu.
A pop-up menu opens.
2.
3.
4.
5.
Click OK.
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This procedure lets you define which headers appear at the top of a sheet or page,
or which data fields appear on a form.
To hide or display headers and data fields:
Step
1.
Action
Display Project Settings by carrying out one of the following:
2.
Click Sheets.
The Sheets section opens.
3.
4.
In the right pane, click the Form Fields tab. (Figure 7-2)
5.
Select or deselect the data fields and headers that you want to
hide or display.
Tip:
6.
When you finish selecting and deselecting headers and data fields,
click any tab to continue working.
Figure 7-2: The Form Fields tab of Project Settings makes it easy to specify which
headers and data fields you want to display.
You can create drop-down lists for the data fields on your forms. These lists can
be either editable or non-editable. A non-editable list means that the user must
select one of the options from the list, they cannot manually enter text. To create
the drop-down lists, you use PHA-Pros clipbook feature.
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Action
1.
Add a clipbook containing the list of options to the text field that
corresponds to the field on the form. For more information, see
Adding Clipbooks To Text Fields on page 284.
2.
Open the form to which you want to add the drop-down list.
3.
4.
Select Format.
Tip:
6.
7.
8.
9.
10.
If you want the list to be non-editable, select the user must select
item from list check box.
11.
Click Ok.
The Options dialog box closes.
12.
Click OK.
The Format dialog box closes and the drop-down list is created.
You can add check boxes to your forms. The check boxes are connected to items
in the hierarchy, and are automatically selected or de-selected depending on the
set up of the check box.
To add a check box to your form:
Step
1.
Action
Right-click the form where you want to add the check box.
The right-click pop-up menu appears.
2.
3.
4.
In the linked data tree, select the information that you want the
check box to be linked to.
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Step
5.
Action
If you want the box to be:
6.
7.
Unchecked.
Checked.
Click OK.
The window closes and the check box is added to the form.
Action
Right-click the check box.
The right-click pop-up menu appears.
2.
3.
Enter a new name for the check box in the Name field. (Optional)
Tip:
4.
In the linked data tree, select the information that you want the
check box to be linked to. (Optional)
5.
6.
7.
Unchecked.
Checked.
Click OK.
The window closes and the check box is added to the form.
You can add a radio button group to your form as well as adding check boxes. You
must add a minimum of two radio buttons to a group.
To add a group of radio buttons:
Step
1.
Action
Right-click the form where you want to add the group.
The right-click pop-up menu appears.
2.
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Step
3.
Action
For each radio button in the group:
1.
2.
Tip: This name appears next to the check box in the form.
3. Enter the checked value for the button.
Tip: This value appears in the field to which the group is linked.
4. Click OK.
4.
In the linked data tree, select the hierarchy item that you want
the radio button group to be linked to.
Tip:
5.
Click OK.
The window closes and the group is added to the form.
When you edit a radio button group, you can delete radio buttons, add new ones or
edit the existing ones. You can also change the linked data for the group.
To edit a radio button group:
Step
Action
1.
2.
3.
4.
5.
7.
To add a button:
1.
2.
3.
4.
6.
Click OK.
Action
1.
2.
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Action
Display Project Settings by carrying out one of the following:
2.
Click Sheets.
The Sheets section opens.
3.
4.
In the right pane, click the Data Fields/Headers tab. (Figure 7-2)
5.
6.
7.
8.
Tip: The options described above for renaming headers and data fields are also
available in the Sheet Properties dialog box.
To open this dialog box:
1. Right-click any cell in the sheet or page of interest.
Or
Select Format from the menu.
A pop-up menu opens.
2. On the pop-up menu, click Sheet Properties.
The Sheet Properties dialog box is displayed.
3. Click the Headers tab.
Data field label callouts remind your team members what information should be
entered in the data field. When you move the cursor over a data field label, a call
out containing the item + full name + comments appears in a box. You can modify
- change, add or remove - the callout to meet your needs.
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Figure 7-3: The Help Text page in the Heading Format dialog box allows you to
customize the data field label or headers callouts.
Action
Right-click the name of the data field.
A pop-up menu opens.
2.
3.
4.
Other.
Note: If Other is chosen, enter the callout message in the text field.
5.
Click OK.
Action
Select Format from the menu.
Or
Right-click the header or data field whose colors you want to
format.
A pop-up menu opens.
2.
Click either:
Label Format. This option allows you to format the data field name.
Tip: If using the Format drop-down menu, select Header Format.
3.
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Step
4.
Action
Select your font from the list. (Optional)
Note: Arial is the default font. The fonts that appear in the list depend on
the fonts that are installed on your computer system.
5.
6.
If you wish to bold or italicize the text, click the box beside Bold or
Italic.
Tip:
7.
Click both boxes if you wish to both bold and italicize the text.
Click OK.
You can enter data in either left to right or right to left order. The right to left order
allows you to use languages that read from right to left. When you change the data
entry, the justification automatically adjusts to the new style. The default
justification for left to right data entry is left justification; the default justification
for right to left data entry is right justified.
Note: The default text flow is left to right.
Action
Select Format from the menu.
Or
Right-click the header or data field whose colors you want to
format.
A pop-up menu opens.
2.
Click either:
Label Format. This option allows you to format the data field name.
Note: If using the Format drop-down menu, select Header Format.
3.
4.
5.
Left to Right.
Right to Left.
Click OK.
Choosing the text and background colors for a header, or a data field, is a simple
task.
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Action
Select Format from the menu.
Or
Right-click the header or data field whose colors you want to
format.
A pop-up menu opens.
2.
Click either:
Label Format. This option allows you to format the data field name.
Note: If using the Format drop-down menu, select Header Format.
3.
4.
5.
6.
Click OK.
You can modify the placement of headers on your worksheets for printing. You
can use the placement options to reduce the amount of pages printed in your
report. Each header is modified independently of each other. PHA-Pro has three
options for modifying the placement of headers:
Repeat on each page. When you select this check box, the same header
repeats on each page. If this box is deselected, the header appears only at the
top of each new table.
Insert between column heading and content. This option moves the header
from above the column headings to the first row, inside the table, that is
between the heading and content.
Omit if blank. This option removes a header from its table if there is no
information for that particular header.
Action
Right-click the header whose placement you want to modify.
The Right-click menu opens.
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Step
2.
Action
From the menu, select either of the following:
Label Format.
Content Format.
The Format dialog box opens.
Tip:
3.
4.
From the drop-down list, select the header on what you want the
header to repeat for.
5.
6.
Click OK.
You can quickly rearrange headers and data fields so that they appear in the order
you want.
To re-arrange the order of headers and data fields:
Step
Action
1.
Position your mouse pointer over the header or data field you
want to move.
2.
3.
4.
You may find it useful to group together the headers at the top of a sheet or page,
or the data fields in a form. A main heading appears above grouped headers and
data fields, and a black rectangular outline runs around the grouped objects. The
grouping can help to show how information elements are related to each other.
To group headers and data fields under main headings:
Step
1.
Action
Right-click a header or data field.
A pop-up menu opens.
2.
3.
Click the option that lets you display the main heading you want.
The software displays the chosen heading and draws a rectangle around
all headers or data fields that pertain to the heading.
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If you no longer want to group a series of headers or data fields, you can hide the
main headings.
To hide the main headings:
Step
1.
Action
Right-click the main heading for a header or data field.
A pop-up menu opens.
2.
Setting Conditional
Formatting for Data Fields
You can set conditions that would trigger specialized formatting in a data field.
This allows you to have the background color or the text color and formatting
modified if certain conditions are met.
To set conditional formatting for a data field:
Step
1.
Action
Select the data field and click Format on the menu.
Or
Right-click the data field.
A pop-up menu opens.
2.
4.
Click Add.
The conditional format window opens.
5.
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Step
6.
Action
Define your new formula in the workspace:
Selecting the Reference
1.
2.
3.
Click
to open the Insert Reference dialog box, which lets you
select a data element from your file.
Select the data element.
Click OK.
Note: You cannot type the name of a reference in the workspace, you
must use the insert reference button.
Selecting the Formula Function
1.
2.
3.
Click
to open a pop-up menu containing the following categories
of functions:
Numbers.
8.
9.
10.
True.
False.
If you select either Text Color or Background, you must set the
color:
1. Click the Select drop-down list arrow.
2. Select the color from the palette.
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Customizing Columns
The columns in PHA-Pro are customizable. You can select the names, fonts and
colors for the columns.
Not all changes are visible when you view your worksheets through regular view.
This section discusses the following topics:
Adding New Columns on page 172.
Alternative Method of Adding a Column on page 172.
Hiding or Displaying Columns Using the Right-Click Menu on page 173.
Hiding or Displaying Columns Using the Sheet Properties Dialog Box on
page 173.
Hiding or Displaying Columns Using the Project Settings on page 174.
Renaming Columns Using the Right-Click Menu on page 174.
Renaming Columns Using Project Settings on page 175.
Resizing Columns on page 176.
Repositioning Columns on page 176.
Numbering Data in a Column on page 176.
Formatting Fonts for Columns on page 177.
Changing the Text Flow for Columns on page 178.
Formatting Colors for Columns on page 178.
Aligning Data in Columns on page 179.
Formatting Grid Lines on page 179.
Making Columns Read-Only on page 180.
Setting Conditional Formatting for Columns on page 181.
Adding New Columns
Action
Add the new field to the hierarchy.
For more information, see Adding Items to the Hierarchy on page 262.
2.
Action
Go to Insert>Column.
Or
Right-click a column heading and go Show Column>New Column.
New Column dialog box opens.
2.
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Step
Hiding or Displaying
Columns Using the RightClick Menu
Action
3.
4.
If data is part of list, select the list from the Column data is part of
field.
5.
If new column is a list, click the Create a new sub-list check box.
6.
Click Ok.
Action
Right-click either the heading for the column that you want to
hide, or any column heading if you want to display a column.
The right-click pop-up menu opens.
2.
Hiding or Displaying
Columns Using the Sheet
Properties Dialog Box
The options described above for hiding or displaying columns are also available in
the Sheet Properties dialog box.
To hide or display a column using the Sheet Properties dialog box:
Step
1.
Action
Right-click any cell in the page.
Or
Select Format from the menu.
A pop-up menu opens.
2.
3.
4.
5.
Click OK.
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Hiding or Displaying
Columns Using the Project
Settings
Action
Display Project Settings by carrying out one of the following:
Go to View>Project Settings.
Project Settings opens.
2.
Click Sheets.
The Sheets section opens.
3.
4.
5.
Tip:
Figure 7-4: Selecting and deselecting check boxes in the Columns tab in Project Settings
lets you define which columns appear in a sheet.
Action
Right-click the column heading.
The right-click menu opens.
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Step
2.
Action
Select Name.
The right-click Name menu opens.
3.
From the Name menu, click the name you want to use.
Tip:
Tip:
Action
Display Project Settings by carrying out one of the following:
2.
Click Sheets.
The Sheets section opens.
3.
4.
5.
In the Columns window, select the column name that you want to
change.
Note: Ensure that the Show label check box is checked.
6.
From the Name drop-down list, click the name you want to use.
Tip:
Tip:
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Tip: The options described above for renaming columns are also available in the
Sheet Properties dialog box.
To open this dialog box:
1. Right-click any cell in the sheet or page of interest.
Or
Select Format from the menu.
A pop-up menu opens.
2. On the pop-up menu, click Sheet Properties.
The Sheet Properties dialog box opens.
3. Click the Columns tab.
The Columns tab opens.
Resizing Columns
You can easily change the width of a column to have it display more or less
information.
To resize columns:
Step
Repositioning Columns
Action
1.
Position your mouse pointer over the right edge of the column
heading.
2.
3.
Drag the mouse either left or right until the column is the desired
width.
4.
You can quickly move a column to a different place on your screen so your data
appears in the order you want.
To reposition columns:
Step
Action
1.
2.
3.
4.
Action
Select the column and click Format on the menu.
Or
Right-click either:
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Step
2.
Action
Click Column Format.
The Column Format dialog box opens.
3.
4.
Select the Show Item Number check box to turn numbering on.
or
Deselect the Show Item Number check box to turn numbering off.
Tip: The style of the numbers that the software displays can also be changed. By
following the procedure on Setting Numbering Options for Number Fields on
page 279, you can use one of the following styles:
(None)
1, 2, 3, 4,
A, B, C, D,
a, b, c, d,
I, II, III, IV,
i, ii, iii, iv,
Extended Upper (1, 1A, 2, 3A, 3B.)
Extended Upper (1, 1a, 2, 3a, 3b.)
Custom (any text allowed)
You can customize the appearance of data in any column by selecting the font and
size of the data.
To format the fonts in a column:
Step
1.
Action
Select Format on the menu.
Or
Right-click either:
2.
3.
4.
5.
6.
If you wish to bold or italicize the text, click the box beside Bold or
Italic.
Tip:
7.
Click both boxes if you wish to both bold and italicize the text.
Click OK.
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You can enter data in either left to right or right to left order. The right to left order
allows you to use languages that read from right to left. When you change the data
entry, the justification automatically adjusts to the new style. The default
justification for left to right data entry is left justification; the default justification
for right to left data entry is right justified.
Note: The default text flow is left to right.
Action
Select the column and click Format on the menu.
Or
Right-click either:
2.
3.
4.
5.
Left to Right.
Right to Left.
Click OK.
You can change the text and background colors for any column.
To format the text or background colors for a column:
Step
1.
Action
Select the column and click Format on the menu.
Or
Right-click either:
2.
3.
4.
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Step
5.
Action
Select your Background Color.
White is the default background color. To use a different color:
1.
2.
6.
Click OK.
The software automatically aligns data as you enter it into a cell. You can change
both the vertical and horizontal alignment of your data.
Note: Alignment modifications affect the entire column, not just the one selected
cell.
Action
Select the column and click Format on the menu.
Or
Right-click either:
2.
3.
4.
5.
6.
7.
8.
Click OK.
All data in the column is now realigned.
Grid lines are fully customizable. You can set the appearance of the grid lines that
run along the left and right sides of a particular column. You can also adjust the
appearance of horizontal grid lines within the current sheet.
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Action
Select the column and click Format on the menu.
Or
Right-click either:
2.
3.
4.
5.
Click the color you want to use for the grid line that runs along the
left side of the column.
6.
7.
Click the style you want to use for the grid line that runs along the
left side of the column.
8.
9.
Click the width you want to use for the grid line that runs along
the left side of the column.
10.
Under Right, repeat steps 4 to 9 for the grid line that runs along
the right side of the chosen column.
11.
12.
Click OK.
Action
Select the column and click Format on the menu.
Or
Right-click either:
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Step
2.
Action
Click Column Format.
The Column Format dialog box opens.
3.
4.
Setting Conditional
Formatting for Columns
You can set conditions that would trigger specialized formatting in a column. This
allows you to have the background color or the text color and formatting modified
if certain conditions are met. For example, you could set the cell background to
red for the recommendations with the high priority, yellow for recommendations
with medium priority and leave the rest of the recommendations with white cells.
Note: If you have several conditions for formatting a column, the conditions at the
top of the list override the conditions further down the list. You can change
the order of the conditions by selecting one condition and using the up and
down arrows to reposition it.
Action
Select the column and click Format on the menu.
Or
Right-click either:
2.
3.
4.
Click Add.
The conditional format window opens.
Note: Click:
5.
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Step
6.
Action
Define your new formula in the workspace:
Selecting the Reference
1.
2.
3.
Click
to open the Insert Reference dialog box, which lets you
select a data element from your file.
Select the data element.
Click OK.
Note: You cannot type the name of a reference in the workspace, you
must use the insert reference button.
Selecting the Formula Function
1.
2.
3.
Click
to open a pop-up menu containing the following categories
of functions:
Numbers.
8.
9.
10.
True.
False.
If you select either Text Color or Background, you must set the
color:
1. Click the Select drop-down list arrow.
2. Select the color from the palette.
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Action
Right-click the column heading you want to hide.
A pop-up menu opens.
2.
Action
In the column that you want to redisplay the heading, right-click
either:
2.
3.
Tip: You can also use the above three steps to display a main heading above other
column headings. The software displays a gray rectangle that runs across the
sheet above the other column headings, and the name you chose appears
inside the gray area.
Heading callouts remind your team members what information should be entered
in the column. When you move the cursor over a column heading, a call out
containing the item + full name + comments appears in a box. You can modify change, add or remove - the callout to meet your needs.
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Figure 7-5: The Help Text page in the Heading Format dialog box allows you to
customize the heading callouts.
Action
In the column that you want to change the callout, right-click the
column heading.
A pop-up menu open.
2.
3.
4.
Other
Note: If Other is chosen, enter the callout message in the text field.
5.
Click OK.
Action
Select the column and click Format on the menu.
Or
Right-click either:
2.
3.
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Step
4.
Action
Select your font from the Font list. (Optional)
Note: Arial is the default font. The fonts that appear in the list depend on
the fonts that are installed on your computer system.
5.
6.
If you wish to bold or italicize the text, click the box beside Bold or
Italic.
Note: Click both boxes if you wish to both bold and italicize the text.
7.
Click OK.
You can enter data in a left to right or right to left order. The right to left order
allows you to enter languages that read from right to left. When you change the
data entry, the justification automatically adjusts to the new style. The default
justification for left to right data entry is left justification; the default justification
for right to left data entry is right justified.
Note: The default text flow is left to right.
Action
Select the column and click Format on the menu.
Or
Right-click either:
2.
3.
4.
5.
Left to Right.
Right to Left.
Click OK.
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Step
1.
Action
Select the column and click Format on the menu.
Or
Right-click either:
2.
3.
4.
5.
6.
Click OK.
Action
Select the column and click Format on the menu.
Or
Right-click either:
2.
3.
4.
5.
6.
Top.
Center.
Bottom.
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Step
7.
Action
Click one of the following:
8.
Left.
Center.
Right.
Click OK.
All data in the column is now realigned.
There are four types of orientation that you can have for the text in the column
heading:
Horizontal.
Vertical (Up).
Vertical (Down).
Vertical (Stacked Letters).
Action
Select the column and click Format on the menu.
Or
Right-click either:
2.
3.
4.
5.
6.
Horizontal.
Vertical (Up).
Vertical (Down).
Vertical (Stacked Letters).
Click OK.
All data in the column is now realigned.
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Figure 7-6: Formatting sheets/reports is easy by using the Format Multiple dialog box.
The table below gives the combinations you need for formatting the various
features:
To format:
Form Labels
Form Contents
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Tip: You can create different settings for headers, label and content, and for
columns, headings and content, by repeating the procedure for the same
pages a number times. Each time you repeat the procedure, you select the
different features.
Action
Go to Format>Format Multiple.
The Format Multiple dialog box opens.
2.
Click the check box beside the sheet you want to include.
Note: If you only want to include some, but not all, of the sheets of a
collection, open the collection containing the sheets that you want
to include.
3.
Repeat step 2 until you have specified all of the sheets you want
formatted.
4.
5.
6.
7.
Select the new font size from the Font Size list.
Note: 8-point type is the default size.
8.
Select the Bold check box if you want to bold the text (Optional).
9.
Select the Italic check box if you want to italicize the text
(Optional).
10.
Click OK.
Action
Go to Format>Format Multiple.
The Format Multiple dialog box opens.
2.
Click the check box beside the sheet you want to include.
Note: If you only want to include some, but not all, of the sheets of a
collection, open the collection containing the sheets that you want
to include.
3.
Repeat step 2 until you have specified all of the sheets you want
formatted.
4.
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Step
Action
5.
6.
7.
8.
Left to Right.
Right to Left.
Click OK.
Action
Go to Format>Format Multiple.
The Format Multiple dialog box opens.
2.
Click the check box beside the sheet you want to include.
Note: If you only want to include some, but not all, of the sheets of a
collection, open the collection containing the sheets that you want
to include.
3.
Repeat step 2 until you have specified all of the sheets you want
formatted.
4.
5.
6.
7.
8.
Click OK.
Action
Go to Format>Format Multiple.
The Format Multiple dialog box opens.
2.
Click the check box beside the sheet you want to include.
Note: If you only want to include some, but not all, of the sheets of a
collection, open the collection containing the sheets that you want
to include.
3.
Repeat step 2 until you have specified all of the sheets you want
formatted.
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Save
4.
Action
Select the feature that you want to be formatted by selecting the
appropriate check box.
For more information, see Selecting Features for Multiple Formatting on
page 188.
5.
6.
7.
8.
9.
10.
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Action
Select the cell and click Format on the menu.
Or
Right-click the cell of interest.
A pop-up menu opens.
2.
3.
4.
Note: Arial is the default font. The fonts that appear in the list depend on
the fonts that are installed on your computer system.
5.
7.
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Step
8.
Action
Click OK.
Tip: You can also apply bold, italic, and underline formatting to a selected cell or
selected text by clicking
, and
or
Action
Select the cell and click Format on the menu.
Or
Right-click the cell of interest.
A pop-up menu opens.
2.
3.
4.
5.
6.
Left to Right.
Right to Left.
Click OK.
There are two short cuts that you can use to change the data entry text flow in an
individual cell.
To change the text flow in a cell using the short cuts:
Step
1.
Action
Select the cell.
Tip:
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Step
Action
2.
Either
On the tool bar, click:
or
On the keyboard, click:
Formatting Colors in an
Individual Cell
The Ctrl+Shift key on the left side of the keyboard for left to right
data entry.
The Ctrl+Shift key on the right side of the keyboard for right to left
data entry.
Action
Select the cell and click Format on the menu.
Or
Right-click the cell of interest.
A pop-up menu opens.
2.
3.
4.
5.
6.
Click OK.
You can also apply the same cell formatting to multiple cells in a row, or a number
of rows.
Note: When you highlight cells for formatting in a number of rows, the cells from
the same columns are highlighted in each row selected.
Action
Select the cells you want to format by holding down the control
key and clicking each cell that you want to format.
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Step
2.
Action
Select Format on the menu.
Or
Right-click one of the cells of interest.
A pop-up menu opens.
3.
4.
5.
6.
7.
8.
9.
Change the data entry flow as you would for a single cell.
For more information, see Changing Text Flow in an Individual Cell on
page 193.
10.
Click OK.
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Generating Reports
As discussed in Chapter 7: Customizing Forms and Worksheets on page 158,
your on screen sheets and your reports are coordinated so that when you
customize the content and layout of your on screen file, you are automatically
define the content and layout of your reports. The software is designed in this way
to simplify documentation and report generation.
Note: The layout and appearance of some export file formats may not necessarily
match the on screen formatting of your file.
To print or export the data contained in one sheet of your PHA-Pro file:
Step
1.
Action
Click
Or
Go to File>Print.
2.
On the drop-down menu, click the name of the sheet or data page
of interest.
The Print dialog box opens.
3.
Click the Output Type tab in the Print dialog box. (Figure 8-1)
4.
At the top of the tab, select the type of output you want to
produce:
Print Click this option to generate a hard copy on paper. For more
information on printing reports, see Printing Reports on page 205.
HTML Click this option to export your data as an HTML file. For
more information, see Exporting as HTML Files on page 211.
Word Document Click this option to export your data as a Word
document. For more information, see Exporting as Microsoft Word
Files on page 211.
Text Export (comma or tab-delimited file) Click this option to
export your data as a comma- or tab-delimited text file. For more
information, see Exporting as Comma- or Tab-Delimited Text Files on
page 212.
DBF Export (database file) Click this option to export your data
as a database file. For more information, see Exporting as Database
Files on page 213.
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Tip: To display the Print dialog box for a single sheet, you can also:
1. Right-click the tab at the top of the sheet.
Or
Right-click the name of the data page.
Pop-up menu opens.
2. On the pop-up menu, click Print.
PHA-Pro allows you to print or export the contents of all sheets of your PHA-Pro
file, or all pages within a particular sheet, at the same time.
To print or export multiple sheets:
Step
1.
Action
Click
3.
Click the Output Type tab in the Print dialog box. (Figure 8-1)
4.
At the top of the tab, select the type of output you want to
produce:
Print Click this option to generate a hard copy on paper. For more
information on printing reports, see Printing Reports on page 205.
HTML Click this option to export your data as an HTML file. For
more information, see Exporting as HTML Files on page 211.
Word Document Click this option to export your data as a Word
document. For more information, see Exporting as Microsoft Word
Files on page 211.
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Tip: To display the Print dialog box so you can print or export all pages within a
particular sheet, you can also open the File menu, select Print, select the
name of the sheet, and then click Print All.
Tip: Print Active Sheet and Create New Report Collection are also available
on the File menu.
If you want to print or export more than one sheet from your PHA-Pro file - but
not all sheets - you must first group together the desired sheets into a collection.
You can then print or export all data contained within the collection. For example,
you might want to generate a report containing only data from the Worksheet and
Recommendations sheets.
To create a collection of data:
Step
1.
Action
Click
3.
4.
Click Next.
The New Sheet Collection - Contents page opens. (Figure 8-3)
5.
Review the list of sheets contained in your file and click each one
that you want to include in the new collection.
6.
Click Finish.
PHA-Pro displays the new collection on your screen. You can now follow
the procedures described in this chapter to print or export data from this
collection.
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Figure 8-2: The first step of completing the New Sheet Collection dialog box choosing a
name for your collection of data.
Figure 8-3: PHA-Pro makes it easy to specify which sheets you want to include in your
collection of data.
You can easily specify which data elements within a particular sheet you want to
include in your report.
To select items to print:
Step
Action
1.
2.
3.
4.
Print all items - Click this option if you want your report to include
all data elements from the sheet. Go to step 6.
Print selected items - Click this option if you want your report to
include only some of the data elements from the sheet. Go to step 4.
Click the check box beside each data element you want to include
in your report.
Tip:
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Step
5.
Action
When you are finished selecting the items, click:
Close - to save the selection for that page and close the dialog box.
Tip: A warning dialog box opens, informing you that only the selected
items will be printed or exported. To disable this warning, uncheck
the warn when printing/exporting selected items check box.
6.
Figure 8-4: The Items tab of the Print dialog box allows you to specify which data
elements you want to include in your report.
PHA-Pro allows you to create filters to show data that meets specific criteria. You
can filter which data, within a particular sheet, that you want to include in your
printed or exported report. You can also use this feature to filter the information
that you see on-screen, which is useful when you have a workplace risk
assessment of hundreds of lines of information. You can filter the information
using values, markers or words.
Tip: When you create multiple filters, PHA-Pro applies the filters to the page in the
order that they were created. After the first filter has been applied and filtered
the information, the second filter is applied to the remainder of the
information on the page.
Action
1.
2.
3.
Click Add.
The Add Filter dialog box opens.
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Step
4.
Action
From the Filter drop-down list, select your filter.
The Filter drop-down list contains all of the list hierarchy items found on
the page. The By field shows all of the hierarchy items that fall under the
filter for the page you are on.
5.
In the tree in the By field, click the data element you want to
include in your report.
Tip:
6.
Click Formula.
Click
to open the Insert Reference dialog box, which lets you
select a data element from your file.
Select the data element.
Click OK.
If you want to reference a marker in a data element:
1. In the Insert Reference dialog box, right-click the data
element that you want the formula to check for the
marker.
2. Select the marker from the drop-down list.
3. Click OK.
Note: You cannot type the name of a reference in the workspace, you
must use the insert reference button.
Selecting the Formula Function
1.
2.
3.
Click
to open a pop-up menu containing the following categories
of functions:
Numbers.
Click OK.
The Filter Properties dialog box opens.
8.
From the drop-down list, select the properties of the filter by:
1.
2.
or
3.
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Step
9.
Action
Click OK.
10.
The Filter Properties dialog box closes and the filters are listed in
the Print <page name> page.
11.
If you wish to add more than filter to the sheet, repeat steps 3 to
9 for each filter.
12.
13.
Click:
Close - to save the filter for that page and close the dialog box.
Tip: If you are printing or exporting the file, a warning dialog box opens
informing you that only the output will be filtered. To disable this
warning, uncheck the warn when printing/exporting filtered
data check box.
Action
1.
2.
3.
4.
Click Properties.
The Filter Properties window opens.
5.
6.
Click OK.
7.
Click:
Close - saves the filter for that page and closes the print dialog box.
Tip: If you want to apply the filter to the on-screen view, click Close.
Tip:
If you are printing or exporting the file, a warning dialog box opens
informing you that only the output will be filtered. To disable this
warning, uncheck the warn when printing/exporting filtered
data check box.
Action
Select your option for printing the report by clicking the
appropriate icon in the Print dialog box.
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Step
2.
Action
Click the Filter tab.
The Print <page name> page opens.
3.
4.
Click Remove.
The filter is removed.
5.
Click:
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Printing Reports
PHA-Pro allows you to customize your report before printing it. You can change
the orientation of the report, adjust the margin, specify colors as well as adding
your corporate logo. These customizations allow you to produce professional
looking reports.
This section discusses the following topics:
Setting the Paper Orientation on page 205.
Setting the Paper Size on page 205.
Adjusting Margins on page 206.
Specifying Color Printing on page 206.
Defining Headers and Footers on page 206.
Adding a Corporate Logo on page 208.
Previewing Your Report Before Printing on page 209.
Printing Your Report on page 210.
Setting the Paper Orientation
PHA-Pro allows you to change the orientation of data on your printed pages. By
default, the software uses landscape orientation, but you can easily change to
portrait orientation.
To set the orientation of paper for a report:
Step
Action
1.
Click the Output Type tab in the Print dialog box. (Figure 8-1)
2.
3.
PHA-Pro allows you to change the size of your printed pages. By default, the
software uses letter size, but you can easily change the size to meet your
requirements.
To set the paper size for a report:
Step
Action
1.
Click the Output Type tab in the Print dialog box. (Figure 8-1)
2.
3.
4.
From the Paper Size drop-down list, select the size you want.
Tip:
If you select Custom, you can set both the width and height of the
paper to meet your requirements. To change these settings,
double-click the number in displayed in the appropriate field and
then enter the new number.
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Adjusting Margins
The widths of the margins in your printed reports are fully customizable, allowing
you to precisely set the size of your top, bottom, left and right margins. By default,
all four margins are three-quarters of an inch wide.
To adjust one or more of the margins for your printed reports:
Step
Action
1.
Click the Output Type tab in the Print dialog box. (Figure 8-1)
2.
3.
The Print dialog box also lets you define whether your reports are printed in color
or in black and white. If you have formatted your file to display various colors but
are not using a color printer, you may still find it beneficial to select the color
option. In this case, your black-and-white printer uses shades of gray to represent
the various colors, thereby increasing the attractiveness of your printouts. You
may prefer to print in black and white even if you have a color printer to save on
printing costs.
To specify ink colors for your printed reports:
Step
Action
1.
Click the Output Type tab in the Print dialog box. (Figure 8-1)
2.
3.
To define headers and footers for each printed page of your report:
Step
Action
1.
Click the Output Type tab in the Print dialog box. (Figure 8-1)
2.
3.
4.
Under Page Header, the software displays three fields so you can
define a header for the left side, center and right side of each
page.
Tip:
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Step
5.
Action
Set the justification for the section by clicking the appropriate
justification icon. (Optional)
Note: The default justifications are:
6.
Type the text for your header, or click a button on the tool bar at
the top of the dialog box to quickly enter information from your
file:
Page Number.
Number of Pages.
Report Title.
Report Section This identifies the section of your file, such as
Product Information.
File Name.
File Name with Path.
Date.
Time.
File Checksum This option prints your files checksum. For more
information, see Viewing the Checksum on page 323.
Revision/Approval This option indicates whether your file is a
draft, a revision or an approved version. For more information, see
Using Release Management on page 313.
Image - This option allows you to add a logo or image to your
report. For information on adding your corporate logo, see Adding a
Corporate Logo on page 208.
Other Fields Click this button to open a drop-down list that lets
you choose from these options:
Company.
Location.
Unit.
Project Name.
Contact Title.
Contact Name.
Start Date.
End Date.
Type.
Objective.
Scope.
Tip: To use the Other Fields button:
1. Click
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Step
Action
8.
9.
4.
5.
Click Font.
Select the font from the Font list.
Enter the new size of the font by:
Note: This formatting applies to all text in the header and footer.
10.
If you choose to print page numbers, use the field titled Start page
numbering at to indicate the number to appear on the first page,
with the remaining pages being numbered.
Tip:
This feature is handy if you plan to insert your printout into a larger
report. Leave this start page to begin numbering your pages from
1.
PHA-Pro allows you to add your corporate logo to each page in either the heater
or the footer. Before adding your logo, ensure that it is saved as a image file
(*.jpg, *.gif, *.tif, etc.) and that you know where the file has been saved.
To add your corporate logo to your report:
Step
Action
1.
Click the Output Type tab in the Print dialog box. (Figure 8-1)
2.
3.
4.
Click inside the header or footer field that you want to place your
corporate logo.
5.
6.
Click
Click Load.
The Load Image box opens.
If you have already used your logo, it is listed in the Available Image field.
Go to step 9.
8.
9.
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Step
10.
Action
Click Open.
The Image dialog box opens, and the file is highlighted.
11.
12.
Click OK.
The Header/Footer page re-appears.
Tip:
You should ensure that the height is not greater than half an inch or
you may lose too much space on the reports to your logo. When
adjusting the height of the logo, ensure that the Keep proportions
same as original size is checked to ensure that the logo has the
proper proportions.
13.
14.
If you have to crop the image, crop the image using your image
application. You must re-load the cropped image back into PHA-Pro
in step 7.
Figure 8-5: The Headers/Footers tab of the Print dialog box makes it easy to define
headers and footers for your printed report.
The Print Preview feature of PHA-Pro allows you to check on screen the format
of your finished report. Previewing your report saves time and printing costs by
helping to identify problems prior to printing.
To preview your report:
Step
Action
1.
Click the Output Type tab in the Print dialog box. (Figure 8-1)
2.
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Step
3.
Action
At the bottom of the dialog box, click Preview.
The Print Preview window appears, displaying your report.
4.
Use the controls in the window to zoom in and out, and scroll
through the pages.
5.
Tip: If the Print dialog box is not open, you can click
When you finish formatting your report, and you are satisfied with the way the
report looks in Print Preview, you can generate a hard copy.
To print your report:
Step
Action
1.
Click the Output Type tab in the Print dialog box. (Figure 8-1)
2.
3.
If you are printing data from a single sheet, you can print the title
on the pages of your report. Click the Title arrow to open a dropdown list, and then choose an option:
None.
On Every Page.
Tip: If you are printing data from multiple sheets of your file, you can
add a page containing the table of contents at the start of your
printed report. To add a table of contents, select the check box
titled Include Table of Contents.
4.
5.
Click OK.
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Exporting Data
PHA-Pro allows you to export your reports in several different formats including
HTML, Microsoft Word, text files, database files and PDF format.
This section discusses the following topics:
Exporting as HTML Files on page 211.
Exporting as Microsoft Word Files on page 211.
Exporting as Comma- or Tab-Delimited Text Files on page 212.
Exporting as Database Files on page 213.
Generating PDF Files on page 213.
Exporting as HTML Files
You can export your reports as Hypertext Markup Language (HTML) files. This
ability greatly enhances the usefulness of the software as a report generation tool.
HTML is rapidly becoming a standard file format within many companies
because of its ease of distribution. You can publish HTML versions of your
reports on the World Wide Web or on your companys intranet.
To export your data as an HTML file:
Step
Action
1.
Click the Output Type tab in the Print dialog box. (Figure 8-1)
2.
3.
Select the check box titled Include Index if you want to insert an
index at the beginning of each long section of the HTML file.
Each section is a separate page in the sheet. Each index entry is a link
that can be clicked to jump directly to the corresponding data. This
feature helps you to navigate through long HTML files.
4.
5.
In the File name field, enter a name for your HTML file.
6.
In the Save in field, specify where you want to save your HTML
file.
7.
Click Save.
PHA-Pro saves the file.
Note: If you have a web browser installed on your computer, PHA-Pro
launches the browser and opens the HTML file.
PHA-Pro also lets you export your data as a Microsoft Word file.
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Action
1.
Click the Output Type tab in the Print dialog box. (Figure 8-1)
2.
3.
4.
5.
6.
From the Title drop-down list, select how you want to print your
title.
7.
8.
If you want to allow rows to break over pages, select the Allow
text to break across pages check box.
9.
10.
In the File name field, enter a name for your Word file.
11.
In Save in field, specify where you want to save your Word file.
12.
Click Save.
PHA-Pro saves your file.
Note: If you have Word installed on your computer system, PHA-Pro
launches Word and opens the Word file.
Action
1.
Click the Output Type tab in the Print dialog box. (Figure 8-1)
2.
3.
4.
5.
Print column headings as first row if you want the first row of
your export file to contain your column headings.
Dont include column headings if you do not want the first row of
your export file to contain your column headings.
6.
In the File name field, type a name for your export file.
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Step
7.
Action
From the Save as type drop-down list, select either:
Comma-Delimited.
Tab-Delimited.
8.
In the Save in field, specify where you want to save your export
file.
9.
Click Save.
PHA-Pro saves the file.
Note: If you have spreadsheet software on your computer, and you
chose Comma-Delimited in step 7, PHA-Pro launches the
spreadsheet and opens the export file.
Action
1.
Click the Output Type tab in the Print dialog box. (Figure 8-1)
2.
3.
4.
In the File name field, type a name for your export file.
5.
Select one of the following database file formats from the Save as
type drop-down list:
dBase III.
dBase IV.
dBase 5.
FoxPro 3.0.
6.
Use the Save in field to specify where you want to save your
export file.
7.
Click Save.
PHA-Pro saves the file.
The Adobe Portable Document Format (PDF) is a popular file format. It ensures
a consistent document layout and appearance regardless of the computer system
or platform recipients are using to open PDF files.
PHA-Pro does not contain the Adobe PDF printer drivers. You must install an
appropriate PDF printer driver, such as Adobe Acrobat PDF Writer or Adobe
Acrobat Distiller, before you can perform the following procedure. Once a driver
is installed on your computer system, you can easily create a report containing
your data in the PDF format.
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Action
If you want to export a single sheet, perform steps 1 to 4 in
Printing or Exporting a Single Sheet on page 197. In step 4, click
Print.
If you want to export more than one sheet, perform steps 1 to 4 in
Printing or Exporting Multiple Sheets on page 198. In step 4, click
Print.
2.
You
4.
5.
If you want to view your PDF file immediately after creating it,
select the check box called View PDF Results.
6.
Click OK.
The Save PDF File As dialog box opens.
7.
In the File name field, type a name for your PDF file.
8.
In the Save in field, specify where you want to save your PDF file.
9.
Click Save.
PHA-Pro saves the file.
Note: If you selected View PDF File in step 4, and you have Adobe
Acrobat or Reader installed on your computer, PHA-Pro launches
the program and opens the PDF file.
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Action
1.
2.
3.
4.
For
Previous data.
Updated drawings and blueprints.
Updated equipment data.
Summary of safety incidents since the previous assessment.
Management of Change data.
Revised operating procedures.
more information, see PHA Revalidation Checklists on page 220.
5.
6.
The team leader should prepare the basis for the updated outline
for the assessment.
7.
8.
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Action
Go to Tools>Revalidations>Start.
The Revalidation Information dialog box opens.
2.
3.
4.
Click OK.
The dialog box closes and the date is entered in the Revalidation History
page in the Administration collection.
PHA-Pro allows you to quickly monitor your revalidation study. In the Validation
Summary dialog box, you find the following fields:
Action
Go to Tools>Revalidations>Progress Summary.
The Revalidation Summary dialog box opens.
2.
3.
Click Close.
The dialog box closes.
PHA-Pro allows you to carry out batch revalidations. This allows you team to
quickly and efficiently mark all the revalidated fields at the end of the study
session.
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Action
Go to Tools>Revalidations>Mark as Revalidated.
The Mark as Revalidated dialog box opens.
2.
3.
Click OK.
The dialog box closes. All data fields for the item are marked as
revalidated.
Finishing a Revalidation
Study
When you have completed your revalidation study, you can easily close out the
study in PHA-Pro.
To finish a revalidation study:
Step
1.
Action
Go to Tools>Revalidations>End.
The Revalidation Information dialog box opens.
2.
3.
4.
Click OK.
The dialog box closes and the date is entered in the Revalidation History
page in the Administration collection.
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To indicate that data has been confirmed to be valid, accurate and up-to-date:
Step
1.
2.
Action
Click the cell containing the data that has been revalidated.
If the Marker button on the tool bar displays the
button. If not, click the
, click this
Removing Revalidation
Markers
Action
Click the revalidation check mark you want to delete.
Click
Or
Go to Edit>Remove.
Or
Press the Delete key on your keyboard.
The check mark is removed from the cell.
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The following table provides a basis for the type of information you should
consider when reviewing the quality of the initial PHA:
Question
Response
Was the scope of the previous PHA adequate with all critical
items and activities covered?
Did the previous team have the correct range of expertise, for
example, process design, instrumentation & control, operations,
maintenance and so on?
Did the previous team have a person knowledgeable in the PHA
method that was used?
Did the previous team have a person knowledgeable in the
process that was assessed?
Considering the nature of the process, the potential failure
modes that exist, the actual operating experience and the type
of design, was the correct PHA methodology used?
Was sufficient time spent on the previous PHA so that all the
hazardous issues were addressed?
Were issues addressed in sufficient detail?
Were the actions or recommendations that were developed the
logical conclusions of a thorough analysis?
Was the previous PHA well documented and could it be easily
understood?
Were all items resolved during the previous PHA?
Were all concerns that were identified, and for which no actions
or recommendations were deemed necessary, adequately
safeguarded?
Were all action items or recommendations that were developed
during the PHA addressed and satisfactorily resolved?
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Management of Change
(MOC) Issues
The following table provides a basis for the type of information you should
consider when reviewing MOC issues:
Question
Response
Are you familiar with all the MOCs that have been issued since
the previous PHA?
Do you have a procedure for identifying which MOC issues need
PHA?
Have there been process or design changes since the previous
PHA and have PHA reviews been augmented through the MOC
system?
Is the MOC documentation adequate? Is the updated PHA
documentation adequate?
Is there an PHA update available for every applicable MOC?
Did the PHA team assessing the MOC have adequate knowledge
and expertise?
The following table provides a basis for the type of information you should
consider when reviewing the PSI package:
Question
Response
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To insert a 2-D line chart, 2-D bar chart, or pareto graph in your study:
Step
1.
Action
IN Project Settings by carrying out one of the following:
2.
3.
In the left pane, click a spot to indicate where you want to insert
the new chart.
4.
5.
Click Chart.
6.
Click Next.
The New Sheet - Name dialog box opens.
7.
Tip:
8.
Click Next.
The New Sheet - Chart Types dialog box opens. (Figure 10-1)
9.
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Step
10.
Action
Click Next.
The New Sheet - X Axis dialog box opens.
11.
Click the appropriate radio button to specify the type of data you
want to plot along the X axis of your new chart.
12.
Click Next.
The New Sheet - Formula dialog box opens. (Figure 10-2)
13.
Click
to open the Insert Reference dialog box, which lets you
select a data element from your template. When you have selected
the data element, click OK.
Note: For most 2-D charts and Pareto graphs, you do not have to enter a
formula, you just have to select the Y-Axis field.
Note: You cannot type the name of a reference field in the workspace,
you must use the insert reference button.
14.
Click Finish.
To modify your charts size or appearance, see Formatting Charts on page 229.
Inserting a 3-D Bar Chart in
your Study
Action
Display Project Settings by carrying out one of the following:
2.
Click Sheets.
The Sheets section opens.
3.
In the left pane, click a spot to indicate where you want to insert
the new chart.
4.
5.
Click Chart.
6.
Click Next.
The New Sheet - Name dialog box opens.
7.
Tip:
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Step
8.
Action
Click Next.
The New Sheet - Chart Type dialog box opens. (Figure 10-1)
9.
10.
11.
Click the appropriate radio button to specify the type of data you
want to plot along the X axis of your new chart.
12.
Click Next.
The New Sheet - Y Axis dialog box opens.
13.
Click the appropriate radio button next to the type of data you
want to plot along the Y axis.
14.
Click Next.
The New Sheet - Formula dialog box opens. (Figure 10-2)
15.
Click
2.
3.
Tip:
Note: You cannot type the name of a reference in the workspace, you
must use the insert reference button.
Selecting the Formula Function
1.
Click
2.
3.
of functions:
Numbers.
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Step
16.
Action
Click Finish.
The 2-D Scatter Plot provides a means of identifying and comparing each failure
mode to all other failure modes with respect to severity. The scatter plot is
constructed by inserting the item or failure mode identification numbers in matrix
locations representing the severity categories, and then inserting either the
probability of occurrence level or the criticality number (Cr) for the items failure
modes.
To add a new 2-D Scatter Plot to your study:
Step
1.
Action
Display Project Settings by carrying out one of the following:
2.
Click Sheets.
The Sheets section opens.
3.
In the left pane, click a spot to indicate where you want to insert a
new sheet.
4.
5.
Click Chart.
6.
Click Next.
The New Sheet - Name dialog box opens.
7.
Tip:
8.
Click Next.
The New Sheet - Chart Type dialog box opens. (Figure 10-1)
9.
10.
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Step
11.
Action
Click the appropriate radio button to specify the type of data you
want to plotted as scatter-plots.
This information should be a potential cause.
12.
Click Next.
The New Sheet - Horizontal Axis Items dialog box opens.
13.
Click the appropriate radio button next to the type of data you
want to plot as horizontal axis items.
This should be one of your risk ranking criteria - for example, either
severity, occurrence or detection.
14.
Click Next.
The New Sheet - Horizontal Formula dialog box opens. (Figure 10-2)
15.
Click
to open the Insert Reference dialog box, which lets you
select a data element from your file.
Select the data element.
Note:
This should be same data element as you chose for the horizontal
(x) axis.
Note: You cannot type the name of a reference in the workspace, you
must use the insert reference button.
3. Click OK.
This should be same data element as you chose for the horizontal (x)
axis.
Note: You cannot type the name of a reference in the workspace, you
must use the insert reference button.
16.
Click Next.
The New Sheet - Vertical Formula dialog box opens. (Figure 10-2)
17.
Click
to open the Insert Reference dialog box, which lets you
select a data element from your file.
Select the Risk Ranking reference hierarchy item.
Click OK.
Note: You cannot type the name of a reference in the workspace, you
must use the insert reference button.
18.
Click Finish.
To modify your charts size or appearance, see Formatting Charts on page 229.
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Figure 10-1: The Chart Type page of the New Sheet dialog box allows you to select from
several different types of charts.
Figure 10-2: Using the buttons and menus to insert references and functions in the New
Sheet dialog box makes it easy to define a formula for your new chart.
Figure 10-3: This simple 3-D bar chart plots the Severity and Likelihood.
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Formatting Charts
PHA-Pro gives you total control over the size, content and appearance of your
charts. The formatting features contained within the Chart Options dialog box are
divided into two sections. The left pane of the dialog box allows you to specify
which aspect of your chart you want to format, such as the X-axis, Y-axis or
legend, and the right pane provides a series of tabs containing options you can
adjust.
This section discusses the following topics:
Accessing the Chart Options Dialog Box on page 229
Defining the Title and Size of Your Chart on page 230.
Selecting Background and Text Colors on page 230.
Changing the Font for Chart Labels on page 230.
Rotating a 3-D Bar Chart on page 231.
Modifying the Title and Labels for the X-Axis on page 231.
Changing Which Data the X-Axis Plots on page 232.
Modifying the Title and Data Labels of the Y-Axis on page 232.
Defining the Scale of the Y-Axis or Z-Axis on page 232.
Editing the Formula for the Z-Axis on page 232.
Formatting Data Sets for Pareto Charts on page 233.
Hiding, Displaying or Repositioning the Legend on page 235.
Figure 10-4: The Chart Options dialog box provides an extensive set of formatting
controls.
The Chart Options dialog box provides all of the formatting controls that you
require for formatting the size, content and appearance of your charts.
To access the Chart Options dialog box:
Step
Action
Display the Chart Options dialog box by carrying out one of the
following:
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The Chart Options dialog box makes it easy to display a main title above your
chart to clarify the meaning of the data it displays. You can also quickly adjust the
width and height of your chart as well as the thickness of its axis lines. You can
even change the positioning of the X- and Y-axes.
To modify your chart:
Step
Action
1.
In the left pane of the Chart Options dialog box, click Chart.
2.
3.
To display a title above your chart, type it in the Chart Title field.
4.
Specify the desired size of your chart by entering the size in the
Width and Height fields.
Note: All values are measured in inches.
5.
Change the thickness of the lines used to plot the axes by typing
the appropriate value in the Line Thickness field.
Note: This number is measured in points.
Note: This option is not available for 3-D Bar Charts.
6.
Select Swap X and Y axes to switch the positions of the X- and Yaxes of your chart.
Note: This option is not available for 3-D Bar Charts.
7.
Click OK.
To change the background color of your chart, and the colors of the axis lines and
labels:
Step
Action
1.
2.
3.
4.
Click OK.
To modify the fonts of your chart title, axis labels and legend:
Note: If you are going to be using Japanese or Chinese, use MS P Gothic font
rather than Arial Unicode MS. If you do not use MS P Gothic, you may
encounter difficulties when trying to rotate the charts.
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Step
Action
1.
2.
3.
4.
If you wish to bold or italicize the text, select Bold, Italic or both.
5.
Click OK.
You can rotate your 3-D bar charts in order to get the best effect for the data.
To rotate your 3-D bar charts:
Step
Action
1.
2.
3.
4.
When chart has been rotated to the correct position, release left
mouse button.
Action
1.
2.
3.
4.
Set the display format of labels by using the Label Text drop-down
list and selecting one of:
Item Text to display both the number and name of each data
element.
Set the length of the x-axis labels by entering the field length in
the Max Characters field. (Optional)
This field only appears if you select Item Text in step 6.
Tip:
7.
Any label that exceeds the maximum value you specify is truncated.
This field is set by default to 30 characters, but you can modify this
value to suit your needs.
Click OK.
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To change which data element from your file is plotted along the X-axis:
Step
Action
1.
2.
3.
4.
Click the radio button next to the object that you want to plot.
5.
Click OK.
Action
1.
2.
3.
4.
Click OK.
To modify the scale for the data plotted along the Y-axis or Z-axis:
Step
1.
Action
In the left pane of the dialog box, click either:
2.
Y-Axis.
Z-Axis.
3.
Note: For 2-D Line Charts, you can plot the Y-axis values as logarithms
by selecting Use Logarithmic Scale.
4.
Click OK.
You can edit the formula of the Z-axis of your 3-D Bar Chart to show the results
of a different calculation.
To edit the Z-Axis formula:
Step
1.
Action
In the left pane of the dialog box, click Value 1.
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Step
2.
Action
In the right pane, click the Formula tab.
The tab displays the formula that the software is currently using to
calculate the data for the Z-axis of your 3-D Bar Chart. (Figure 10-2)
3.
Click
2.
3.
Tip:
Note: You cannot type the name of a reference in the workspace, you
must use the insert reference button.
Selecting the Formula Function
1.
Click
2.
3.
of functions:
Numbers.
You can also create Pareto charts, which combine a bar graph with a cumulative
line graph. The bars are arranged in descending order, while the line graph shows
the percent contribution of all preceding bars. Pareto charts help to show where
effort should be focused for maximum benefit by helping you answer the
following questions:
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PHA-Pro provides a series of options that let you customize the appearance of the
Pareto charts bars, markers and line, as well as modify the formula of the data set.
To format data sets for a Pareto chart:
Step
Action
1.
In the left pane of the dialog box, click a Pareto Analysis Data Set
(for example: Value (Item Value)).
2.
3.
Modify the way the software labels the data set in the legend by
typing the desired label in the Legend field.
4.
Click the Formula tab in the right pane of the dialog box.
The tab displays the formula that the software is currently using to
calculate the data set. (Figure 10-2)
5.
Click
2.
3.
Tip:
Note: You cannot type the name of a reference in the workspace, you
must use the insert reference button.
Selecting the Formula Function
1.
Click
2.
3.
of functions:
Numbers.
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Step
6.
Action
Format the line graph portion of your Pareto Chart:
1.
2.
3.
Click the Line Style tab in the right pane of the dialog box.
To select a pattern for the line graph, Click the Pattern arrow and
then select a pattern from the drop-down list.
Type the desired width in the Width field.
Format the markers used to plot data points along the line.
1.
2.
3.
Click the Bar Fill Style tab in the right pane of the dialog box.
Click the Pattern arrow and then select a fill pattern from the dropdown list.
Change the color of the bars:
1.
2.
9.
10.
Hiding, Displaying or
Repositioning the Legend
Action
In the left pane of the dialog box, click Legend.
On the Legend tab in the right pane, the Show Legend feature controls
whether or not your chart includes a legend.
2.
3.
4.
Click OK.
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Project Settings
Project Settings allows users to access to the database management settings of
PHA-Pro. It provides the setting for template administrators to customize their
templates or to create a new template from scratch.
Project Settings is broken into two panes. The left pane is the Project Settings
menu and is broken into five sections, while the right hand pane provides a series
of tabs containing customization options for the individual page or sheet. When
you click on one of the menu bars, the section opens and becomes active. An Add
and Remove button appear on the menu bar. These buttons allow you to add or
remove pages or sheets to that section.
Note: There some mandatory files and sheets in the Hierarchy and Sheets
sections that cannot be removed. The Remove button is inactive when
these items are selected.
Figure 11-1: Project Settings contains 2 panes. The left hand pane is a menu that allows
you access to the various sections. The right hand pane provides information on the
individual field, page or sheet in the section.
Risk Systems. Risk Systems provides industry standard risk systems. It also
allows you to customize the risk systems to suit your needs. For more
information, see Risk Systems on page 240.
Codes and Categories. These are the drop-down lists of codes for the
categories that have been created for the study. You can add codes for use of
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the predefined data in conjunction with the reference data type. For more
information, see Codes and Categories on page 248.
Markers. This section lists the markers that have been created for study. Using
this section you can create or modify existing markers for your study. For
more information, see Markers on page 253.
Hierarchy. This section defines the hierarchical relationships between the
different types of data in your file. It contains all of the options you need to
customize your project hierarchy. For more information, see The
Hierarchy on page 259.
Sheets. This section allows you to create sheets or pages that manage how
data is being displayed. For more information, see Sheets on page 294.
To customize the structure of your report or create your own template, you use the
Hierarchy and Sheets sections.
Accessing Project Settings
Action
Access Project Settings by carrying out one of the following:
Accessing a Section in
Project Settings
Action
Click the bar containing the name of the section that you want to
access.
When you want to expand a tree or sub tree in Project Settings, you can either
open the whole tree, or sub tree, including all of its children or open up the tree or
sub tree but leave its children collapsed.
To expand the tree but leave the children collapsed:
Step
Action
Click the plus sign next to the name of the element of the tree that
you want to expand.
Action
1.
2.
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Action
Click the minus sign next to the name of the top element of the
tree or sub tree that you want to collapse.
Action
1.
Right-click the name of the top element of the area that you want
to collapse.
2.
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Risk Systems
A risk matrix is a semi-quantitative methodology that is often used with hazards
identification. it permits a first order of magnitude identification of risk by
addressing both frequency and consequence. The Risk Matrix can be viewed in
Risk Systems, which is found in Project Settings.
Figure 11-2: The above example is the Risk Matrix found in the HAZOP template.
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Action
In Project Settings, click Risk Systems.
The Risk Systems section opens.
2.
3.
4.
5.
To change the axis labels for the Risk Matrix, edit the text
displayed under Naming Conventions.
6.
Action
In Project Settings, click Risk Systems.
The Risk Systems section opens.
2.
3.
Editing Codes
4.
5.
Although the risk ranking scales in PHA-Pro are industry standard, you can
modify them by editing, adding and deleting codes.
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Action
In Project Settings, click Risk Systems.
The Risk Systems section opens.
2.
3.
4.
Or
Double-click the cell.
5.
Adding a Code
To add a code:
Step
1.
Action
In Project Settings, click Risk Systems.
The Risk Systems section opens.
2.
3.
4.
5.
Click the cell in the ranking column where you want to enter the
new code level.
Click
Deleting Codes
6.
7.
8.
To delete a code:
Step
1.
Action
In Project Settings, click Risk Systems.
The Risk Systems section opens.
2.
3.
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Step
4.
Action
Click the appropriate cell and then either:
Click
Re-Ranking Codes
Action
In Project Settings, click Risk Systems.
The Risk Systems section opens.
2.
3.
4.
5.
Figure 11-3: Modifying the risk ranking scale for severity, likelihood or risk ranking is
easy in Project Settings.
Besides customizing the risk ranking scales, you can further customize your Risk
Matrix by switching the risk ranking codes that appear in its cells. When you do
so, you change the definition of risk within your study. For example, you might
decide that a Severity of 2 versus a Likelihood of 4 should no longer be defined as
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Not Desirable and that from henceforth it should be defined as Unacceptable. You
can easily switch codes in the appropriate cell of the Risk Matrix.
Editing a Code in a Risk
Matrix Cell
Action
In Project Settings, click Risk Systems.
The Risk Systems section opens.
2.
Click the risk system that contains the risk matrix you want to
modify.
3.
4.
5.
Action
In Project Settings, click Risk Systems.
The Risk Systems section opens.
2.
Click the risk system containing the risk matrix you want to
modify.
3.
4.
5.
6.
7.
8.
Click OK.
All cells of the risk matrix that contain the same risk ranking code now
display the new color coding.
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Action
In Project Settings, click Risk Systems.
The Risk Systems section opens.
2.
3.
4.
Click Next.
The New Risk System dialog box opens.
5.
6.
7.
Value Name.
Abbr.
Number of Values.
Result Name.
Abbr.
Number of Values.
8.
Click Finish.
9.
10.
11.
12.
Click Add.
The Add/Edit Risk Matrix Usage dialog box opens.
13.
Select the item that you want to link to the matrix from the Linked
Item drop-down list.
14.
In the name section of the dialog box, deselect the Default check
box.
15.
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Step
Action
16.
17.
Action
In Project Settings, click Risk Systems.
The Risk Systems section opens.
2.
3.
Click Export.
The Export Risk System dialog box opens.
4.
Using the Save in field, navigate to the folder to which you want to
save the matrix.
Tip:
5.
If you want to rename the matrix, change the name in the File
Name field.
Click Save.
The matrix is exported.
Action
In Project Settings, click Risk Systems.
The Risk Systems section opens.
2.
3.
Select Import.
The Import Risk System dialog box opens.
4.
Using the Look in field, navigate to the folder containing the study
or template whose matrix you want to import.
5.
6.
Click Open.
7.
Click the check box of the matrix that you want to import.
8.
Click OK.
9.
10.
11.
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Step
12.
Action
Click Add.
The Add/Edit Risk Matrix Usage dialog box opens.
13.
Select the item that you want to link to the matrix from the Linked
Item drop-down list.
14.
In the name section of the dialog box, deselect the Default check
box.
15.
16.
17.
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Action
In Project Settings, click Codes and Categories.
The codes and categories in your file are displayed.
2.
3.
4.
5.
6.
7.
8.
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Adding Codes
To add codes:
Step
1.
Action
In Project Settings, click Codes and Categories.
The codes and categories in your file are displayed.
2.
3.
4.
Place the cursor in the row above we you want to place the new
code and hit Enter.
A new row appears.
Editing Codes
5.
6.
7.
To edit codes:
Step
1.
Action
In Project Settings, click Codes and Categories.
The codes and categories in your file are displayed.
2.
3.
4.
or
Double-click the cell.
Deleting Codes
5.
6.
To delete codes:
Step
1.
Action
In Project Settings, click Codes and Categories.
The codes and categories in your file are displayed.
2.
3.
4.
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Step
5.
Rearranging Codes
Action
Delete the code, by either:
To rearrange codes:
Step
1.
Action
In Project Settings, click Codes and Categories.
The codes and categories in your file are displayed.
2.
3.
4.
5.
6.
Deleting Categories
Repeat steps 4 and 5 for each code that you want to rearrange.
Action
In Project Settings, click Codes and Categories.
The codes and categories in your file are displayed.
2.
3.
Either:
Right-click the category and select Delete from the pop-up list.
A dialog box opens asking you if you want to remove the category/code.
4.
Click Yes.
The category/code is removed.
Exporting Categories
To export categories:
Step
1.
Action
In Project Settings, click Codes and Categories.
The Codes and Categories page opens.
2.
3.
Click Export.
The Export Code/Category List dialog box opens.
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Step
4.
Action
Using the Save in field, navigate to the folder to which you want to
save the system.
Tip:
5.
If you want to rename the category, change the name in the File
Name field.
Click Save.
The category is exported.
Importing Categories
To import a category:
Step
1.
Action
In Project Settings, click Codes and Categories.
The Codes and Categories page opens.
2.
3.
Select Import.
The Import Code/Category List dialog box opens.
4.
Select the study or template that contains the category you want
to import.
5.
Click Open.
6.
Click the check box of the category that you want to import.
7.
Click OK.
The category is imported into your study.
Figure 11-4: The Values tab lets you add, edit, delete, rearrange and print categories for
a specific type of data.
Linking Categories to
Worksheets
Once you have created your categories, you link them to your forms and
worksheets.
Note: When you link a category to the column in a worksheet, PHA-Pro
automatically creates the link to the uppermost data field in the categorys
hierarchy.
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Action
Link the category to the worksheet.
For further information, see Defining Data Linkages on page 285.
2.
In the appropriate category column of the Worksheet, doubleclick the cell corresponding to the data element of interest.
A pop-up window appears, displaying the various categories.
3.
You can change the default column of the information that a category enters when
a code is selected.
To change the default column:
Step
Action
1.
2.
3.
As well as changing the default column, you can link a specific column in the
Category to a specific sheet.
To change the column accessed for a specific sheet:
Step
Action
1.
2.
3.
4.
5.
Click the check box of the data field that you want to use.
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Markers
In Markers under Project Settings, you can create new markers for marking your
data. You can specify which symbol you want for a custom marker and then use it
to quickly mark data in your file.
This section discusses the following topics:
Creating New Markers on page 253.
Creating New Markers in Project Settings on page 254.
Adding Data Fields to a Marker on page 255.
An Alternate Method of Adding a Field on page 256
Customizing Markers on page 256.
Deleting a Marker from the File on page 257.
Creating New Markers
Action
On the tool bar, click the
3.
Enter a name for the new marker in both the Singular and Plural
fields.
4.
Type a short form for the marker name in the Abbreviation field.
(Optional)
5.
6.
Click Next.
The symbol selection options page opens. (Figure 11-6)
Tip:
7.
If you are creating a new marker from Project Settings, click the
Symbol tab.
8.
9.
Use the Font field at the top of the dialog box to change to a
different font set if you do not see the character of interest.
10.
11.
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Step
12.
Action
To define the size, click one of the following:
13.
14.
Bold.
Italic.
Darken.
15.
Font Size
Character Height.
Click the Outline Color arrow to open the pop-up color palette.
Click the color you want to use.
Click the Fill Color arrow to open the pop-up color palette.
16.
Click Finish.
Action
1.
2.
Click Add.
The new marker appears at the bottom of the list.
3.
4.
Enter a name for the new marker in both the Singular and Plural
fields.
5.
Type a short form for the marker name in the Abbreviation field.
(Optional)
6.
7.
8.
9.
Use the Font field at the top of the dialog box to change to a
different font set if you do not see the character of interest.
10.
11.
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Step
12.
Action
To define the size, click one of the following:
Font Size
Character Height.
13.
14.
15.
Click the Outline Color arrow to open the pop-up color palette.
Click the color you want to use.
Click the Fill Color arrow to open the pop-up color palette.
Figure 11-5: The first step of completing the Add Marker dialog box is to enter a name
for the custom marker you are creating.
Figure 11-6: You can select whatever symbol you want for the new marker and then
format its appearance.
You can increase the usefulness of your new marker by adding one or more data
fields to it. You can add any type of field to a marker by adding a hierarchy item to
the marker.
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Action
In Project Settings, click Hierarchy.
The Hierarchy opens.
2.
Open Markers.
The markers are listed.
3.
Click the marker into which you want to insert the new object.
4.
An Alternate Method of
Adding a Field
Action
1.
2.
3.
4.
5.
6.
7.
Click Ok.
Tip: An alternate method of getting to the New Column dialog box is:
1. On the worksheet to which you want a column, Go to
Insert>Column.
Customizing Markers
To customize a marker:
Step
1.
Action
On the tool bar, click the
3.
4.
5.
Edit the Singular, Plural, and Abbrev. fields to modify the naming
conventions for the marker.
6.
7.
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Step
8.
Action
To select a character for the new marker, click Choose Symbol.
The Symbol dialog box opens.
9.
10.
Use the Font field at the top of the dialog box to change to a
different font set if you do not see the character of interest.
11.
12.
13.
Font Size.
Character Height.
14.
15.
16.
Click the Outline Color arrow to open the pop-up color palette.
Click the color you want to use.
Click the Fill Color arrow to open the pop-up color palette.
17.
Click Finish.
You may have created markers in previous studies, which you no longer have any
use for, and want to delete from the file.
Tip: Before deleting a marker, you should check if the marker is being used in the
file. You can quickly do this by:
1. In Project Settings, click Markers.
2. Click the marker you want to delete.
3. Click the List of Marked Items tab.
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Action
In Project Settings:
1.
Or
1.
2.
Click Hierarchy.
Open the Markers folder.
3.
If the marker is being used in the file, a dialog box opens asking
you if you want to continue and warning you that data may be lost.
Click Yes to remove the marker, No to keep the marker, or Cancel
to cancel the procedure.
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The Hierarchy
The Hierarchy defines the interrelationships of your data in the report. Using this
feature and the Sheets feature, you can create your own customized template for
your studies.
If you look at the Hierarchy you will notice that Risk Systems, Codes and
Categories, and Markers are the first three folders found in the Hierarchy. The
information in these folders and in the appropriate sections are the same. The
information in these three sections can be updated in either their own section or
the Hierarchy.
Data Field Icons used in the
Hierarchy
There are 12 data types as shown below. The first three types are used for
inputting data; the rest are used to manage the input data. The data fields are
represented by a number of icons:
Icon
Definition
Text Field - used for entering text and all symbols in the field.
Date Field - used for entering dates in the field using the pop-up calendar
only.
Number Field - used for entering numbers that can be used in Formulas or
Calculations in the field .
List - used for creating rows in a worksheet.
Structure List - used to depict a variable breakdown of systems or
processes, rather than having fixed levels of parent-child tree as one
would with the regular List item.
Reference - used for creating a one to one correspondence between
tables.
List of References - used for creating a many to one correspondence
between tables.
Dependency Matrix - used to compare two or more lists.
Lookup in Matrix - used to help you to locate the intersection of x and y
points, for example severity and likelihood, in a 2D matrix.
Simple Calculation - used for calculating the sum or product of two or
three number fields.
Formula - used for creating formulas to help analyze your data. These
formulas can include statistical, math and trig, and logical functions.
Group - has basically the same function as List, but you can only create
one instance of a group on a page.
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etc. are the children of Nodes. Node, Equipment ID, Revision # are one-to-one
relationship. One Node can have many Deviations, which form one-to-many
relationship.
Figure 11-7: The Hierarchy feature defines the hierarchical relationships between the
different types of data in your file.
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Action
In Project Settings, click Hierarchy.
The Hierarchy opens.
2.
Click the level of your hierarchy into which you want to insert the
new object.
3.
4.
Text Field.
Date Field.
Group.
5.
6.
Type a name for the new object in the Full Name filed.
7.
8.
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Step
9.
Action
Click Finish.
The new object appears in Project Settings.
Action
In Project Settings, click Hierarchy.
The Hierarchy opens.
2.
Click the level of your hierarchy into which you want to insert the
new object.
3.
4.
5.
6.
Type a name for the new object in the Full Name field.
7.
8.
9.
Click Next.
The New Hierarchy - Number Format dialog box opens.
10.
11.
Select the number of digits that you want the software to display
after the decimal point in the chosen number field from the Digits
after decimal point drop down list.
Tip:
12.
13.
Click Finish.
Action
In Project Settings, click Hierarchy.
The Hierarchy opens.
2.
Click the level of your hierarchy into which you want to insert the
new object.
3.
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Step
4.
Action
Select either:
Reference.
List of References.
5.
6.
Type a name for the new object in the Full Name or Singular field.
Tip:
Instead of entering a name, you can select the check box titled Use
name of linked item. This option instructs the software to use the
same name as the data element to which this new object will be
linked. If you select the check box, the name fields become dimmed
and cannot be modified.
Tip:
For some objects, you can also complete an additional field Plural.
7.
8.
9.
Click Next.
The software displays a list of data elements to which you can establish a
link.
10.
11.
12.
Click Finish.
The new link or list of links appears in the left pane.
A list allows you to create sub lists and items so you can further breakdown your
study.
To add a list field:
Step
1.
Action
In Project Settings, click Hierarchy.
The Hierarchy opens.
2.
Click the level of your hierarchy into which you want to insert the
new object.
3.
4.
Select List.
5.
Click Next.
The New Hierarchy Item - Name dialog box opens. (Figure 11-9)
6.
7.
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Step
Action
8.
9.
10.
Click Next.
The New Hierarchy Item - Numbering Style dialog box opens.
11.
Select the number style from the Number Style drop-down list.
12.
13.
14.
15.
16.
17.
18.
19.
Click Finish.
The Structure List item allows users to depict a variable breakdown of systems or
processes, rather than having fixed levels of parent-child tree as one would with
the regular List item. For example, a system may have multiple sub-systems, but
each sub-system may have varying levels of breakdown - Sub-System A is further
divided to a Component level and then Item/Part level, while Sub-System B does
not require further breakdown. The Structure List provides this flexibility.
Note: The Structure List field can only be used at the Top level of the hierarchy. In
other words, it can only be located in the root folder Study.
Note: You cannot use a List of References as the first level of the list.
There are several formulas that you can add to a structured list. For more
information, see Adding Formulas to Structure Lists on page 281.
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Action
In Project Settings, click Hierarchy.
The Hierarchy opens.
2.
3.
4.
5.
Click Next.
The New Hierarchy Item - Name dialog box opens. (Figure 7-3)
6.
7.
8.
9.
10.
Click Finish.
Action
In Project Settings, click Hierarchy.
The Hierarchy opens.
2.
Click the level of your hierarchy into which you want to insert the
look up in matrix field
3.
4.
5.
Click Next.
The New Hierarchy Item - Name dialog box opens. (Figure 11-9)
6.
Enter a name for the look up in matrix in the Full Name field.
7.
8.
9.
Click Next.
The New Hierarchy Item - Matrix to use for look up dialog box opens.
10.
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Step
11.
Action
Click the radio button beside the matrix you want to use.
Note: You can select only one option from the list.
12.
Click Next.
The New Hierarchy Item - Input 1 dialog box opens.
13.
Click the radio button beside the first input you want to use.
Tip:
14.
To expand the list of options for the input value, select the Show
More options check box.
Click Next.
The New Hierarchy Item - Input 2 dialog box opens.
15.
Click the radio button beside the second input you want to use.
Tip:
16.
To expand the list of options for the input value, select the Show
More options check box.
Click Finish.
You would find the dependency matrices and conditional data mirroring useful in
the following circumstances:
Action
In Project Settings, click Hierarchy.
The Hierarchy opens.
2.
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Step
3.
Action
Click Add on the Hierarchy bar.
The New Hierarchy Item dialog box opens, displaying a list of objects you
can add to your hierarchy. (Figure 7-2)
4.
5.
Click Next.
6.
Type a name for the new object in the Full Name field.
7.
8.
9.
Click Next.
10.
11.
Click Next.
12.
You can set the y-axis to the same List field as the x-axis if you
want to determine interfaces at the component level.
13.
Click Next.
14.
15.
Click Next.
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Step
16.
Action
Enter the formulas for both the X- and Y- axes. (optional)
Selecting the Reference
1.
2.
3.
Click
to open the Insert Reference dialog box, which lets you
select a data element from your file.
Select the data element.
Click OK.
Note: You cannot type the name of a reference in the workspace, you
must use the insert reference button.
Selecting the Formula Function
1.
2.
3.
Click
to open a pop-up menu containing the following categories
of functions:
Numbers.
Click Next .
18.
If you want to mirror data based on the matrix results, select the
Mirroring Data check box.
19.
20.
Set the Data Mirroring options between the matrix selection and
the destination list. Data Mirroring can be one of the following:
Manual. If you set data mirroring manually, the data can also be sent
to a Non-Top level list, in which case the existing data mirroring
functionality would be used. For more information, see Data
Mirroring on page 287.
Note: The destination list needs to be an existing List in the Hierarchy.
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Step
21.
Action
If you are using conditional data mirroring, enter the formula:
1.
2.
Click
to open the Insert Reference dialog box, which lets you
select a data element from your file.
Select the data element.
Click OK.
Note: You cannot type the name of a reference in the workspace, you
must use the insert reference button.
Selecting the Formula Function
1.
2.
3.
Click
to open a pop-up menu containing the following categories
of functions:
Numbers.
Click Next.
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Step
23.
Action
If you are using data mirroring, create the formula to enter the
text you want in the destination list:
1.
2.
3.
COMBINETEXT(<TextField 1>,"","")
Selecting the Reference
1.
2.
3.
Click
to open the Insert Reference dialog box, which lets you
select a data element from your file.
Select the data element.
Click OK.
Note: You cannot type the name of a reference in the workspace, you
must use the insert reference button.
Selecting the Formula Function
1.
2.
3.
Click
to open a pop-up menu containing the following categories
of functions:
Numbers.
Click Finish.
The dependency matrix is completed. You must create a worksheet in the
Sheets section to display the matrix. For more information, see Adding a
New Sheet - Dependency Matrix on page 298.
Action
In Project Settings, click Hierarchy.
The Hierarchy opens.
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Step
Action
2.
Click the level of your hierarchy into which you want to insert the
new object.
3.
4.
5.
Click Next.
The New Hierarchy Item - Calculation Type dialog box opens.
6.
7.
Multiply.
Add.
2.
3.
8.
9.
Select the number of digits that you want the software to display
after the decimal point in the chosen number field from the Digits
after decimal point drop down list.
Tip:
10.
11.
Click Next.
The Input Value 1 dialog box opens.
12.
13.
14.
15.
Click Finish.
When you are creating your formulas, you can reference not only data in your
study but also markers and notes, as well as the information in the markers and
notes. For example, if you are revalidating a study, you can select only the data
that has not been revalidated by creating a formula that references the validation
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markers. Another use of markers would be to mark information that you want to
import into your libraries. You could then select only flagged data, and then
import the data into your library.
Tip: The formula for selecting data that is marked with a marker is:
The first section of the formula, IF COUNT( Marker ) > 0, checks to see if
the marker is present in the data field.
The next section, THEN TRUE, sets the logical condition if the conditions
are met.
The third section, ELSE FALSE, sets the logical condition if the conditions
are not met, i.e. the marker is not present.
The last section, ENDIF, closes the formula.
Action
In Project Settings, click Hierarchy.
The Hierarchy opens.
2.
Click the spot in your project hierarchy where you want to insert a
new formula.
3.
4.
Click Formula.
5.
Click Next
The New Hierarchy Item - Name dialog box opens. (Figure 11-9)
6.
In the Full Name field, type a name for the new formula.
7.
8.
9.
Click Finish.
The name of the new formula appears in the left pane. Make sure it is
highlighted.
10.
11.
12.
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Step
13.
Action
Define your new formula in the blank workspace by selecting the
references and formula:
Selecting the Reference
1.
Click
2.
3.
Tip:
Note: You cannot type the name of a reference in the workspace, you
must use the insert reference button.
Selecting the Formula Function
1.
Click
2.
3.
of functions:
Numbers.
15.
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You can import hierarchical items from other templates into your current one.
When you import an item, its children are automatically imported with it unless
you deselect them. On the item is imported, no data is imported.
To import hierarchy items from another template:
Step
1.
Action
In Project Settings, click Hierarchy.
The Hierarchy opens.
2.
Right-click the List or Group item of your hierarchy into which you
want to import the hierarchy items.
The right-click menu opens.
3.
Select Import.
The Import Hierarchy Items dialog box opens.
Note: If you have not chosen a List or Group item, the Import function is
not in the right-click menu.
4.
Select the template from which you want to import the hierarchy
items.
5.
Click Open.
6.
7.
Click OK.
The items are imported into PHA-Pro as children of the List or Group
selected.
8.
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Figure 11-8: The first step of completing the New Hierarchy Item dialog box is to specify
what you want to add to your project hierarchy.
Figure 11-9: You can create any name for the new hierarchy object.
Figure 11-10: Using the buttons and menus to insert references and functions makes it
easy to define a formula for your new chart.
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Action
In Project Settings, click Hierarchy.
The Hierarchy opens.
2.
3.
4.
Splitting allows you to copy your hierarchy from one part of the study to another,
and set up parallel hierarchy items. You can use the data mirroring function and
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global names when splitting. For more information, see Data Mirroring on
page 287 and Adding Keywords on page 284.
To split a list, field, link or folder in the hierarchy:
Step
1.
Action
In Project Settings, click Hierarchy.
The Hierarchy opens.
2.
3.
Select Split.
The Split Hierarchy Item - name dialog box opens.
4.
Enter the new name of the item in the Name for new copy of
hierarchy item field.
5.
If you want to mirror data, select the Enable data mirroring check
box.
For more information, see Data Mirroring on page 287.
6.
Click Next.
The Split Hierarchy Item - References dialog box opens.
7.
Select an action for each additional item that contains the item:
1.
2.
8.
Click Next.
The Split Hierarchy Item - Sheets dialog box opens.
9.
10.
Click Finish.
The item is split.
Action
In Project Settings, click Hierarchy.
The Hierarchy opens.
2.
In the left pane, select the list, field, link or folder you want to
rename.
3.
4.
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You can drag and drop items from one place in the hierarchy to other places.
When you move a hierarchy item, all of its children are moved with it.
Note: When you move a hierarchy item you must ensure that its name is unique
in the new position.
Action
In Project Settings, click Hierarchy.
The Hierarchy opens.
2.
In the left pane, click the hierarchy item that you want to move.
3.
Holding the left mouse button down, drag the selected object to a
new position in the hierarchy.
A thick line indicates where the object appears after you release your
mouse button.
4.
To define the number of digits that appear after the decimal point in number
fields:
Step
1.
Action
In Project Settings, click Hierarchy.
The Hierarchy opens.
2.
In the left pane, click the number field for which you want to set
the numbering options.
3.
In the right pane, click the Number Format tab. (Figure 11-11)
The Number Format tab opens.
4.
5.
Select the number of digits that you want the software to display
after the decimal point in the chosen number field.
Tip:
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Figure 11-11: You can control the way a number field works by using the Number
Format tab.
PHA-Pro lets you specify numbering styles, separators and cascading options for
lists of data. The style of the numbers that the software displays can also be
changed. You can use one of the following styles:
(None).
1, 2, 3, 4,
A, B, C, D,
a, b, c, d,
I, II, III, IV,
i, ii, iii, iv,
Extended Upper (1, 1A, 2, 3A, 3B...).
Extended Upper (1, 1a, 2, 3a, 3b...).
Action
In Project Settings, click Hierarchy.
The Hierarchy opens.
2.
Click the list for which you want to set the numbering options.
3.
4.
5.
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Step
6.
Action
Use the Separator field under Format to specify the type of
character that appears between numbers and your data.
By default, the software uses a period, but you can enter a different
character in this field.
8.
9.
10.
Figure 11-12: The Numbering tab in Project Settings allows you to select a number style
and turn on cascaded numbering for lists of data.
Adding Formulas to
Structure Lists
There are several formulas that you can add to a structured list that would provide
added value to your study. You add formula fields as children of your structure
list. (Figure 11-13) When you create a worksheet for your structure list, these
formulas are added as columns.
The available formulas are:
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Figure 11-13: You attach the formula field as a child to the structured list as you would
attach any field to the hierarchy. When you create your worksheet, the formula(s) are
selected as columns.
2.
3.
4.
5.
6.
7.
8.
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The following table provides the syntax of the formula fields shown in
:
Formula Field
StructureLevel
Syntax:
STRUCTURELEVEL
This returns which list items that have children (not a
leaf) and which list items do not have children (leaf).
IsStructureLeaf
Syntax:
IF ISSTRUCTURELEAF THEN "LEAF" ELSE "Not a leaf"
ENDIF
This returns the maximum child level that belongs to
each list item
Syntax:
STRUCTUREMAXCHILDLEVEL
Syntax:
SUM(GETCHILDREN(Cost where ISSTRUCTURELEAF))
This returns the sum of all the children that are at the
maximum level.
Syntax:
LET MAXLEVEL =
STRUCTUREMAXCHILDLEVEL;SUM(GETCHILDREN(Cost
where ISSTRUCTURELEAF and
STRUCTURELEVEL=MAXLEVEL))
This returns the sum of all child folders.
Syntax:
SUM(GETCHILDREN(Cost where NOT
ISSTRUCTURELEAF))
This returns the sum of all level 3 children.
Syntax:
SUM(GETCHILDREN(Cost where STRUCTURELEVEL=3))
This return the sum of all level 2 and 3 children.
Syntax:
SUM(GETCHILDREN(Cost where STRUCTURELEVEL>1
and STRUCTURELEVEL<4))
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To add a clipbook:
Step
1.
Action
In Project Settings, click Hierarchy.
The Hierarchy opens.
2.
In the left hand pane, select the Text Field to which you want to
add the clipbook.
3.
4.
In the first empty row, enter the first item of the list.
5.
6.
Global Names are an optional alternate name for a hierarchy item that is used
primarily in conjunction with data mirroring or split function. For more
information, see Splitting the Hierarchy on page 277 and Data Mirroring on
page 287. This name describes the item fully within the study. This name is used
on menus for Send To command of the data mirroring or split functions (if the
template is set up to use this command). There may be different messages and
prompts in the software where Global Name is used to identify an item.
To add a global name:
Step
1.
Action
In Project Settings, click Hierarchy.
The Hierarchy opens.
2.
In the left pane, click the hierarchy item for which you want to
add keywords.
3.
4.
Adding Keywords
Keywords are used in conjunction with Copy From and AutoType filters. You can
use data in Copy From or AutoType from different columns in the worksheet by
using the same Keyword in the hierarchy. Completing the Keywords field helps the
software to identify the hierarchy item when you copy data between files and from
libraries.
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To add keywords:
Step
1.
Action
In Project Settings, click Hierarchy.
The Hierarchy opens.
2.
In the left pane, click the hierarchy item for which you want to
add keywords.
3.
4.
A chain link (
or
) beside a data element in the left pane of Project
Settings indicates that the data is linked to other information in your file. There are
two different types of data linkages:
Reference,
List of References,
Action
In Project Settings, click Hierarchy.
The Hierarchy opens.
2.
3.
Click the
or
of interest.
4.
Review the tab to find out what type of information the chosen
data is linked to.
The linked data element has a selected radio button. (Figure 11-14)
5.
6.
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Figure 11-14: You can easily modify data linkages by using the Link or Link to... tab in
Project Settings.
As you work on your study, you may find that you need to have a list field instead
of a text field. You can create a list field with the same name as your text field, and
then dragging the existing text field into the list field. The text field is now a list
field and no data has been lost.
To change a data field into a list or sub-list:
Step
1.
Action
In Project Settings, click Hierarchy.
The Hierarchy opens.
2.
Select the data field you want to replace with a list field.
3.
4.
Select List.
5.
Click Next.
The New Hierarchy Item - Name dialog box opens.
6.
In the Name field, enter the same name as the data field.
7.
Click Next.
The New Hierarchy Item - Numbering Style dialog box opens.
8.
9.
Click Finish.
The list field is added below the text field.
10.
Click on the data field and drag it onto the list field.
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Step
11.
Action
Release the mouse button.
The data field is now a subset of the list field.
Note: The column has been added to the worksheet, but it is hidden. For
information on displaying and formatting the column, see
Customizing Columns on page 172.
12.
Data Mirroring
When you add data mirroring to your study, you mirror one list field to another,
and PHA-Pro automatically mirrors the data fields under the list. For example if
you have three fields under each list, all three will be mirrored. If you have two
fields under one list and three under the other, only the first two fields listed are
mirrored.
Note: In order to mirror data fields, you must first mirror the lists that the data
fields belong to.
To help you to link the data selectively, you set the copy options. You can
automatically add the data, have PHA-Pro ask for permission to copy the data, or
not copy the data at all in a certain field. Fields can be mirrored to several other
fields with different options for each field.
To add data mirroring:
Step
1.
Action
In Project Settings, click Hierarchy.
The Hierarchy opens.
2.
Select the hierarchy list field whose data that you want to mirror.
3.
4.
Click Add.
The Add Mirroring dialog box opens.
5.
Select the list field to which you want to mirror the data.
Note: If you are modifying the data mirroring for a different hierarchy
item that is a child of the list field chosen in step 2, match the
item type.
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Step
6.
Action
Click OK.
The Add Mirroring dialog box closes, and the mirror data field(s) appear in
the field(s) to mirror field.
7.
From the drop-down lists in the Options section, set the copy
options.
If the object in the hierarchy has children, you have four drop-down lists one Add and one Remove for each of the two fields. Select the appropriate
option for each list.
Note: When you set your options, PHA-Pro automatically sets the
options in the mirrored field to match.
For the two Add lists, your options are:
Prompt - When data is entered in the other mirrored field, you must
approve the addition of the data in this field.
For the two Remove fields, your options are:
Disable Remove - Data can be modified, but not removed from the
field.
8.
If you select either the Disable Remove or Disable Editing, you can
create a dialog box that informs the user that mirrored data in the
column cannot be removed or edited, respectively. For more
information, see Creating a Disable Remove or Disable Edit Dialog
Box on page 291.
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Step
9.
Action
If you are want to use conditional data mirroring:
Note: You can only apply conditional data mirroring at the list field and
not the data field level.
1.
2.
3.
Click
to open the Insert Reference dialog box, which lets you
select a data element from your file.
Select the data element.
Click OK.
Note: You cannot type the name of a reference in the workspace, you
must use the insert reference button.
Selecting the Formula Function
1.
2.
3.
10.
Click
to open a pop-up menu containing the following categories
of functions:
Tip:
Tip:
Numbers.
Repeat steps 3 to 8 for each hierarchy item under the list field
chosen in step 2 that you want to set mirroring conditions for.
You can mirror data between lists that are at different levels of the hierarchy.
When you set up the mirroring, there is a second set of options that you need to
set.
Note: You cannot add mirrored data from one list to a list whose parent if empty.
There must be data in the parent before you can add data to the child.
Action
In Project Settings, click Hierarchy.
The Hierarchy opens.
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Step
Action
2.
Select the hierarchy list field whose data that you want to mirror.
3.
4.
Click Add.
The Add Mirroring dialog box opens.
5.
Select the list field to which you want to mirror the data.
Note: If you are modifying the data mirroring for a different hierarchy
item that is a child of the list field chosen in step 2, match the
item type.
6.
Click OK.
The Add Mirroring dialog box closes, and the mirror data field(s) appear in
the field(s) to mirror field.
7.
From the drop-down lists in the Options section, set the copy
options.
If the object in the hierarchy has children, you have four drop-down lists one Add and one Remove for each of the two fields. Select the appropriate
option for each list.
Note: When you set your options, PHA-Pro automatically sets the
options in the mirrored field to match.
For the two Add lists, your options are:
Prompt - When data is entered in the other mirrored field, you must
approve the addition of the data in this field.
For the two Remove fields, your options are:
Disable Remove - Data can be modified, but not removed from the
field.
If you select either the Disable Remove or Disable Editing, you can
create a dialog box that informs the user that mirrored data in the
column cannot be removed or edited, respectively. For more
information, see Creating a Disable Remove or Disable Edit Dialog
Box on page 291.
8.
9.
10.
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Step
11.
Action
Select the appropriate option from the Options drop-down menu.
Send to existing items only. This option only mirrors data if data
exists in the parent list.
Send to existing items or create new item. This option allows you to
add data to the parent item if no data exists, subsequent mirroring is
added data as sub-rows of the parent row.
Always create new item. This option always adds data to the parent
list.
Show menu. If you can mirror data to more than one cell, this option
allows you to use "Send to" to select the cell to which you send the
data.
Show menu or create new item. If you can mirror data to more than
one cell, this option allows you to use "Send to" to select the cell to
which you send the data. It also can also have a New option that
allows you to create a new parent list item.
Tip: If you select either of the two menu options, you have three check
boxes that you can select:
Prompt for text of new item. A text box appears allowing you
to add new data for the parent.
Hide menu if only one item. Menu does not appear if there is
only one parent item.
12.
Select the Prompt for text of new item check box, if you want to
be able to add the data to the parent list when you mirror the
data.
If you do not select the check box, an empty place holder cell is entered in
the parent list.
13.
Click:
14.
Repeat steps 3 to 13 for each hierarchy item under the list field
chosen in step 2 for which you want to set mirroring conditions.
When you select the Disable Remove or Disable Editing option in data mirroring,
you can create a dialog box that informs the user that the data in the cell is
mirrored and cannot be removed (edited).
To create a Disable Remove or Disable Edit dialog box:
Step
1.
Action
After selecting the Disable Remove or Disable Edit option, click the
More Options button on the Mirroring page.
The Mirroring Options dialog box opens.
2.
In the Message text field, enter the message you want to appear
in the dialog box.
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Step
3.
Action
Select the Provide OK/Cancel buttons and go to the other item if
user clicks OK check box. (Optional)
Tip:
4.
If you select this option, when the dialog box opens, it contains the
message and two buttons.
If you click:
Click OK.
The dialog box closes.
Adding Hyperlinks to
Mirrored Text Fields
You can insert hyperlinks between the linked text fields. This allows you to move
from the text field on one page to its linked data on another without having to use
the right-click menu.
To add hyperlinks between mirrored text fields:
Step
Action
1.
2.
Select the mirrored text field to which you want to add the
hyperlink.
3.
4.
5.
When you are creating your data mirroring hyperlinks, you can set several options
for the hyperlinks. You can go back and change these options at a later time.
To set hyperlink options:
Step
1.
Action
On the Mirroring page, click Link Options.
The Link Options dialog box opens.
2.
Use default.
3.
4.
Click OK.
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Action
In Project Settings, click Hierarchy.
The Hierarchy opens.
2.
Select the hierarchy item whose data that you want to mirror.
3.
4.
5.
Click Remove.
Figure 11-15: The Mirroring page allows you to create data mirroring in the study and
set the various options.
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Sheets
Sheets are independent of the hierarchy. They are used to display the hierarchy.
Column Headings and Headers are displayed in worksheets; Groups, Headings
and Label are displayed in forms.
You can create any one of a number of types of sheets - charts, worksheets,
pictures, forms, third party applications - in your file and place them in the
appropriate place by dragging and dropping them. The right pane for each of the
sheets allows you to modify the sheet with respect to hiding or displaying
hierarchy items.
Figure 11-16: When Sheets is selected in Project Settings, the left pane identifies your
sheets and data pages, and the right pane provides a series of tabs containing
customization options.
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Action
In Project Settings, click Sheets.
The Sheets section opens.
2.
3.
4.
Click Worksheet.
5.
Click Next.
The New Sheet - Name dialog box opens. (Figure 11-17)
6.
Tip:
7.
Click Next.
The New Sheet - Columns dialog box opens.
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Step
8.
Action
Click the check box beside the column you want to include.
Tip:
9.
10.
Repeat step 8 until you have specified all of the columns you want
to include in the new worksheet.
Change the name of any column you are including. (optional):
1.
2.
3.
Tip:
If you click Other: on the drop-down list, you can enter a custom
name in the field to the right of the list.
Add a prefix to the name from the Prefix drop-down list. (Optional)
Click OK.
4.
5.
11.
If necessary, you can open the object containing the columns that
you want to include.
Click Next.
The New Sheet - Headers dialog box opens.
Tip:
12.
If necessary, you can open the object containing the columns that
you want to include.
13.
Repeat step 12 until you have specified all of the headers you
want to include in the new worksheet.
14.
Tip:
If you click Other: on the drop-down list, you can enter a custom
name in the field to the right of the list.
Add a prefix to the name from the Prefix drop-down list. (Optional)
Click OK.
4.
5.
15.
Click Next.
The New Sheet - Breakdown dialog box opens.
16.
17.
Click Finish.
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Figure 11-17: You can name the new sheet after part of your hierarchy or enter a
custom name.
Action
In Project Settings, click Sheets.
The Sheets section opens.
2.
3.
4.
Click Form.
5.
Click Next.
The New Sheet - Name dialog box opens. (Figure 11-17)
6.
Tip:
7.
Click Next.
The New Sheet - Data Fields dialog box opens.
8.
Click the check box beside the data field that you want.
Tip:
9.
If necessary, you can open the object containing the columns that
you want to include.
Repeat steps 8 until you have specified all of the data fields that
you want to include in the new form.
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Step
10.
Action
Change the name of any data field you are including. (optional):
1.
2.
3.
Tip:
If you click Other: on the drop-down list, you can enter a custom
name in the field to the right of the list.
Add a prefix to the name from the Prefix drop-down list. (Optional)
Click OK.
4.
5.
11.
Click Next.
The New Sheet - Breakdown dialog box opens.
12.
If you want to change how the form is broken down on the printed
page or screen:
1.
2.
3.
13.
Click Finish.
This follows the same procedure as creating a chart for your Analysis collection.
For more information, see Adding Charts to your Template on page 223.
Action
In Project Settings, click Sheets.
The Sheets section opens.
2.
3.
4.
5.
Click Next.
The New Sheet - Name dialog box opens. (Figure 9-2)
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Step
6.
Action
Name the Dependency Matrix by:
Tip:
7.
Click Next.
The New Sheet - Dependency Matrix dialog box opens.
8.
Select the Dependency Matrix that you want to place on the sheet,
by clicking the appropriate radio button.
9.
Click Next.
The New Sheet - Breakdown dialog box opens.
10.
If you want to change how the form is broken down on the printed
page or screen:
1.
2.
3.
11.
Click Finish.
Bitmap Image.
Microsoft Excel Chart.
Microsoft Excel Worksheet.
Microsoft Map.
Microsoft PowerPoint Slide.
Microsoft Visio Drawing.
Microsoft Word Document.
MS Organization Chart 2.0.
Video Clip.
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Integration allows you to create, view and edit objects directly inside PHA-Pro
without having to switch to the other application. The PHA-Pro interface adapts
itself to include the tool bar buttons and menu commands you need to work with
the chosen type of object. For example, Microsoft Visio stencils, tool bars and
menus appear within the PHA-Pro interface to enable a user to edit a linked
diagram. When the user finishes editing and switches to a different sheet, the
Visio tools are be hidden and the regular PHA-Pro interface reappears.
For guidance on using the programs from which you are embedding objects,
consult that programs printed documentation.
Adding a New Sheet Microsoft Visio Drawing or
Other Object
Action
In Project Settings, click Sheets.
The Sheets section opens.
2.
3.
4.
5.
Click Next.
The New Sheet - Name dialog box opens. (Figure 11-17)
6.
Tip:
7.
Click Next.
The New Sheet - Object Type dialog box opens.
8.
9.
Enter the file name and path in the Field name field.
10.
1.
Click Browse.
The
2.
3.
4.
Click Finish.
The new sheet or data page appears in the left pane.
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Note: When you embed an existing object, the object appears on your screen.
Action
In Project Settings, click Sheets.
The Sheets section opens.
2.
3.
4.
5.
Click Next.
The New Sheet - Name dialog box opens. (Figure 11-17)
6.
Tip:
7.
Click Next.
The New Sheet - Object Type dialog box opens.
8.
9.
Click the object that you want to create from the Object Type list.
10.
Click Finish.
The new sheet or data page appears in the left pane.
Note: When you create and embed a new object, the new sheet or data page is
blank awaiting the creation of the object. Click anywhere on the sheet or
page to instantly integrate with the corresponding software. For more
information on using the additional tools that now appear on your screen,
consult the documentation provided with the corresponding software.
To add a picture:
Step
1.
Action
In Project Settings, click Sheets.
The Sheets section opens.
2.
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Step
3.
Action
Click Add on the Sheets bar.
Or
Right-click and select Add from the drop-down menu.
The New Sheet dialog box opens.
4.
5.
Click Next.
The New Sheet - Name dialog box opens. (Figure 11-17)
6.
Tip:
7.
Click Next.
The New Sheet - Insert Pictures and Load Image dialog boxes opens.
8.
Using the Look In field in the Load Image dialog box navigate to
the folder where the picture is located.
9.
10.
Click Open.
or
Double-click the file.
The Load Image dialog box closes and the picture is uploaded to the New
Sheet - Insert Picture sheet.
11.
Adjust the size of the picture by adjusting the size in the Width or
Height fields.
Tip:
12.
Click Finish.
Linked diagrams can be useful for working out the functionality of a batch
process.
To create a linked diagram:
Step
1.
Action
In Project Settings, click Sheets.
The Sheets section opens.
2.
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Step
3.
Action
Click Add on the Sheets bar.
Or
Right-click and select Add from the drop-down menu.
The New Sheet dialog box opens.
4.
5.
Click Next.
The New Sheet - Name dialog box opens. (Figure 11-17)
6.
Tip:
7.
Click Next.
The New Sheet - Linked Diagram Items dialog box opens.
8.
9.
10.
If necessary, you can open objects containing study items until you
find one of interest.
Repeat step 8 until you have included all the study items you want
to display in the linked diagram.
Click Finish.
PHA-Pro creates a new sheet.
Note: When you create a linked diagram sheet, the study items are listed in the
palette and the drawing space is blank. You must create the diagram by
dragging and dropping the study items onto the drawing space. For more
information, see Entering Data Using Data Mirroring on page 95.
You may find it helpful to group your sheets into collections. This reduces the
number of tabs across the top of the program, and helps you to rationalize your
workflow by grouping related worksheets together.
To add a new collection:
Step
1.
Action
In Project Settings, click Sheets.
The Sheets section opens.
2.
3.
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Step
Action
4.
Click Collection.
5.
Click Next.
The New Sheets - Name dialog box opens. (Figure 11-17)
6.
Tip:
7.
Click Next.
The New Sheets - Contents dialog box opens.
8.
Click each sheet that you want to add to the new collection.
(Optional)
Tip:
9.
If you select sheets to add to the collection, you add short cuts to
the original sheets in your study. To add original sheets and not
shortcuts:
1. Without adding any sheets, click Finish.
2. Drag and drop the sheets that you want to add into the
collection.
Click Finish.
The Collection sheet is added.
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Customizing Sheets
You can customize the templates sheet structure. As well as adding sheets and
pages, you can remove or hide sheets, and re-order the sheets in your templates.
Tip: To customize the layouts of the sheets and pages, see Chapter 7: Customizing
Forms and Worksheets on page 158.
The Sheet Properties dialog box allows you to customize the sheet structure in the
same manner as Sheets in Project Settings.
To access the Sheet Properties dialog box:
Step
1.
Action
Right-click any cell on the page or the page tab.
The right-click pop-up menu appears.
2.
You can create an identical copy of a sheet, or a page of a collection, along with
all the data it contains.
To insert an identical copy of a sheet:
Step
1.
Action
Right-click the tab at the top of the sheet.
or
Right-click the name of the page in the collection.
A pop-up menu opens.
2.
Renaming Sheets
You can change the name of any sheet, as well as the name of any page within a
collection.
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To rename a sheet:
Step
1.
Action
In Project Settings, click Sheets.
The Sheets section opens.
2.
3.
4.
Tip:
Tip:
If you want to add more text to the end of the name you chose, you
can add it in the Suffix field.
Tip: The options described above for renaming sheets and pages are also available
in the Sheet Properties dialog box. To open this dialog box, right-click any cell
in the sheet or Administration page of interest. On the pop-up menu, click
Sheet Properties. In the Sheet Properties dialog box, click the Name tab.
Action
In Project Settings, click Sheets.
The Sheets section opens.
2.
3.
4.
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Step
1.
Action
In Project Settings, click Sheets.
The Sheets section opens.
2.
3.
4.
Removing Sheets
Action
In Project Settings, click Sheets.
The Sheets section opens.
2.
3.
Tip: You can also use this shortcut to remove a sheet or a page:
1. Right-click the appropriate tab or the icon for the page.
A pop-up menu opens.
2. Click Delete.
A confirmation dialog box opens.
3. Click Yes.
Dragging and dropping objects in Project Settings allows you to rearrange the
order of the tabs that appear on your screen, or the order of the data pages within
the sheet.
To change the order of a sheet:
Step
1.
Action
In Project Settings, click Sheets.
The Sheets section opens.
2.
Click and hold down the left mouse button on the sheet or page
you want to move.
This also moves all pages in a collection.
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Step
3.
Action
Drag the selected object to a new position in the list.
The software shows the new order of your sheets on your screen.
4.
5.
You can customize the both the tabs across the top of your template and the icons
for the pages of a collection, which are found on the left hand side of the page.
This is useful if you have a template with a large number of tabs.
To customize a tab:
Step
1.
Action
Right-click the tab that you want to customize.
A drop-down menu appears.
2.
3.
4.
5.
2.
7.
Color coding your tabs helps you to identify key sheets in your
template.
6.
Click OK.
The Sheet Properties dialog box closes and the tab is customized.
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PHA-Pro has six Keyword driven icons. When you enter the keyword in the
Keywords field in the naming convention tab, the appropriate icon appears on the
corresponding sheets tab or page icon:
Keyword
Associated Icon
Generalinfo
Team
Sessions
Drawings
Medical
Attendance
Note: The keyword must be entered in the Keywords field of the highest List item
in the Hierarchy that used for the sheet, i.e. the first column of the
worksheet.
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Studies contain the data entered into PHA-Pro. When you create or import a study,
you must attach it to a template. The template provides the structure to the study
and its data. All studies can have multiple revisions and baselines.
Definition of Revisions
Revisions are the working versions of a study. When you create your study, you
give it a revision name.
Note: Only the latest revision of a study is editable.
Definition of Baselines
Baselines are read-only snapshots of a study taken at a certain point in time. They
allow you to compare major versions of your study. When you create a baseline,
the baseline is saved as a new file, with the file name being StudyNameBaselineName.pha.
When you create a study, you save it with the following name format:
StudyName
Note: The study name is not the file name.
PHA-Pro has a few naming conventions that are followed when revisions are
created:
StudyName_RevisionName
StudyName_RevisionName.VersionNumber
Note: Version numbers must be between 0 and 99.
When the Baseline is created, the baseline name is added to the end of the
study name after a hyphen:
StudyName-BaselineName
Note: When you create and save the baseline, PHA-Pro creates a new file with the
StudyName-BaselineName becoming the file name.
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AURORA.NORTHLANDS_A.1
AURORA.NORTHLANDS-BASELINE_19-03-2008.PHA
In the above example, the StudyName is AURORA.NORTHLANDS. When we
created the study, we added A as the RevisionName and PHA-Pro automatically
adds 0 as the version number. We changed the version number to 1. When we
created the baseline, we added baseline name Baseline_19-03-2008, and PHA-Pro
saves the baseline as a file called AURORA.NORTHLANDS-BASELINE_19-032008.PHA
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When you set up user access, you have the option of setting additional security
features for Release Management. When you apply Access Rights with either the
Password Protection or the Windows User/Group option, PHA-Pro, by default,
requires that the user must re-enter their password before carrying out one of the
following activities:
Note: If the role is Password protected, the user must enter the roles password; if
the role is Window User/Group protected, the user must enter his Windows
password.
Approving a Draft.
Modifying an Approved Document (Begin Revision).
Creating Revisions/Versions.
Changing the Study ID.
Creating a Baseline.
Rolling back Changes.
To turn off this feature, you must de-select the password options when setting
access rights. For more information, see Protecting Studies with Access Rights on
page 334.
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Approving a Draft
When you approve a draft, you automatically save the file. You can also discard
the Undo and Redo lists so that previous editing changes cannot be cancelled nor
repeated.
To approve a draft version of your study:
Step
1.
Action
Go to File>Release Management.
The drop-down menu opens.
2.
If you are working with a draft of a file, click Approve This Draft.
The Create Initial Revision dialog box appears.
Note: Depending on the Access Rights for the study, you may have to
re-login:
3.
4.
5.
Revision.
Version.
Note: If you select Revision, you can change the revision name from the
default of A. If you select Version, the revision name becomes
blank and the version number is 1.
6.
7.
If you want to clear the change log, select the Clear Change Log
check box. (Optional)
Note: You must have the necessary access rights to clear the change
log. Users may have permission to create a revision, but may not
have permission to clear the change log.
8.
Click OK.
A dialog box opens, reminding you that the software saves all changes
made to your file since you last saved it. For a draft, all editing changes
contained in the Undo and Redo features is discarded.
9.
Click Yes.
The status bar at the bottom of your screen displays the
Revision Name.Version Number. (Approved)
You can create major revisions of a study as well as minor versions of a revision.
You can also discard the Undo and Redo lists so that previous editing changes
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cannot be cancelled nor repeated. When you create a new revision or version, the
file containing the study is saved.
To create a new revision or version of your study:
Step
1.
Action
Go to File>Release Management.
The drop-down menu opens.
2.
If you are working with a draft of a file, click Approve This Draft.
The Create Revision/Version dialog box appears.
Note: Depending on the Access Rights for the study, you may have to
re-login to approve the draft:
3.
4.
5.
Revision.
Version.
Note: If you select Revision, you can change the revision name from the
current Revision name. If you select Version, the revision name
remains the same and the version number is increased by one.
6.
7.
If you want to clear the change log, select the Clear Change Log
check box. (Optional)
Note: You must have the necessary access rights to clear the change
log. Users may have permission to create a revision, but may not
have permission to clear the change log.
8.
Click OK.
A dialog box opens, reminding you that the software saves all changes
made to your file since you last saved it. For a draft, all editing changes
contained in the Undo and Redo features is discarded.
9.
Click Yes.
The status bar at the bottom of your screen displays the
Revision Name.Version Number (Approved)
Modifying a Revision
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Action
Go to File>Release Management.
The drop-down menu opens.
2.
Renaming a Study
You can only rename a study after the initial draft or revision has been approved,
but before a second revision has been made.
To rename a study:
Step
1.
Action
Go to File>Release Management.
The drop-down menu opens.
2.
3.
4.
Enter the new study name in the New Study Name (ID) field
5.
Click OK.
Note: Depending on the Access Rights for the study, you may have to
re-login:
Renaming a Revision
You can rename a revision. You can only rename a revision after the initial draft or
revision has been approved. When you rename the revision, the study name
remains the same.
To rename a revision:
Step
1.
Action
Go to File>Release Management.
The drop-down menu opens.
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Step
2.
Action
Select Rename Study ID from the drop-down menu.
A drop-down menu opens.
3.
4.
Enter the new revision name in the New Revision Name field.
5.
Click OK.
Note: Depending on the Access Rights for the study, you may have to
re-login:
Creating a Baseline
To create a baseline:
Step
1.
Action
Go to File>Release Management.
The drop-down menu opens.
2.
3.
4.
Click OK.
Note: Depending on the Access Rights for the study, you may have to
re-login:
5.
Click Yes.
Save as dialog box opens.
6.
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Action
Go to File>Release Management.
The Release Management drop-down menu opens.
or
Go to Tools>Track Changes.
Track Changes drop-down menu opens.
2.
3.
4.
Event type the type of change that was made to your file, such as
Add Document.
Name the name of the user who made the change.
Role the name of the user who made the change.
Date the date on which the change was made.
Time the time at which the change was made.
Worksheet - the worksheet on which the change was made.
Field - the data field or column in which the change was made.
Initial Value - the data that was in the field before the change was
made.
New Value - the data that is in the field after the change was made.
You can undo all of the changes or selected changes in the change log. You can
also redo all of the changes that have been undo in the change log.
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Action
To undo:
One of the changes listed, select it and then click Undo Selected
Change.
All of the changes, click Undo All Changes.
Note: This procedure may require the user to relogin to carry out these
changes.
Note: You can instantly restore every modification you have undone, by
clicking Redo All Changes.
The change log can be cleared when a new version or revision of the study is
created. Users must be assigned the permissions to clear the change log when their
user access is being set up. Very few users should be assigned this permission, and
strict guidelines on when the change log can be cleared should be created. These
guidelines should conform to the applicable regulations and standards
To clear the change log, you must ensure that the Clear Change Log check box is
selected in the Create Initial Revision or Create Revision/Version dialog boxes
when you are creating a new revision or version. For more information, see
Approving a Draft on page 314 and Creating a Revision (Version) on page 314.
Tip: For your records, we suggest that you either print or save a copy of the
Change Log before clearing it.
You can save the change log in one of the following formats:
Microsoft Word.
Comma-delimited.
Tab-delimited.
HTML.
XML.
Action
1.
2.
3.
Select the file type from the Save as type drop down list.
4.
5.
Click Save.
You can print or export the change log as you would any PHA-Pro file. Rather
than clicking the Print icon on the tool bar, you click the print button in the
Change Log window.
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Action
In the Change Log window, click the Print button.
The Print dialog box opens.
2.
Format and print or export the change log as you would any PHAPro file.
For more information, see Chapter 8: Printing and Exporting on page 196.
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Action
Go to File>Release Management.
The Release Management drop-down menu opens.
2.
3.
4.
Action
1.
2.
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You can save the revision history in one of the following formats:
Microsoft Word.
Comma-delimited.
Tab-delimited.
HTML.
XML.
Action
1.
2.
3.
Select the file type from the Save as type drop down list.
4.
5.
Click Save.
You can print or export the revision history as you would any PHA-Pro file.
Rather than clicking the Print icon on the tool bar, you click the print button in the
Revision Chain window.
To print the revision history:
Step
1.
Action
In the Revision Chain window, click the Print button.
The Print dialog box opens.
2.
Format and print or export the change log as you would any PHAPro file.
For more information, see Chapter 8: Printing and Exporting on page 196.
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Action
Go to File>Release Management.
The Release Management drop-down menu opens.
2.
3.
4.
5.
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Action
Click the Data Check tab on the menu.
The results of all Data Check tests that you defined for the current file are
displayed. The message in the top-left corner of the sheet indicates the
number of tests that are currently enabled.
2.
3.
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Step
4.
Action
Review the list of tests and select the check box beside each one
you want to perform. The tests that are available depend upon the
type of data you selected in step 3, but the list you are viewing
includes some of the following:
Must be at least one item in the list this test informs you if there is
no data in the chosen type of cell/field.
Each item must be referenced in at least one place this test informs
you if codes and categories, administrative information, risk systems
and recommendations are not used anywhere in your file.
Value must be unique within the list this test informs you if codes
and categories and number fields contain duplicate entries. When you
select this test for some types of data, additional options appear so
you can decide whether or not to ignore the case of text, ignore
spaces and line breaks, and ignore punctuation.
Value must not be blank this test informs you if codes and
categories, number fields and date fields do not contain data.
Value must be less than this test informs you if number fields
contain values greater than a specified upper limit. When you select
this test, additional options appear so you can enter the maximum
allowable value. This test ignores blank values.
Value must be greater than this test informs you if number fields
contain values less than a specified lower limit. When you select this
test, additional options appear so you can enter the minimum
allowable value. This test ignores blank values.
Date must be before this test informs you if date fields contain
entries that are chronologically later than a specified limit. When you
select this test, additional options appear so you can indicate the
most-recent allowable date, which will be either the Current date
(today) or a Fixed date that you specify on the pop-up calendar.
This test ignores blank values.
Date must be after this test informs you if date fields contain
entries that are chronologically earlier than a specified limit. When
you select this test, additional options appear so you can indicate the
oldest allowable date, which will be either the Current date (today)
or a Fixed date that you specify on the pop-up calendar. This test
ignores blank values.
Formula this test informs you if the chosen type of cellfield satisfies
the criteria of a formula. When you select this test, additional options
appear so you can define the formula you want to use to test your
data. Use the Message field to specify text you want the software to
display as part of the results of the test. If you want to be alerted to
data that matches the conditions of the formula, click TRUE on the
drop-down list for the field titled Display message if formula result is.
If you instead want to be alerted to data that fails the formula, click
FALSE on the drop-down list. You can insert additional formulas into
the list of tests by clicking Add Another Formula.
5.
6.
7.
When you are finished, click OK to return to the Data Check sheet.
The results of all new tests that you have defined are displayed.
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Action
Display the Data Check sheet by clicking the Data Check tab.
The results of all Data Check tests that you defined for the current file are
displayed. The message in the top-left corner of the sheet indicates the
number of tests that are currently enabled. If you have not yet defined
any Data Check tests, you must define them first. For more information,
see Defining New Data Check Tests on page 324.
2.
Review the list of issues that PHA-Pro has found in your file.
Issues are identified by a
3.
4.
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Action
Go to Tools>Track Changes.
The Track Changes drop-down menu opens.
2.
3.
Choose the file you want to compare with the current study.
4.
Click Open.
The Document Differences dialog box opens.
5.
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Read-Only allows users to view, but not edit, the data contained in a
protected file.
Password Management prompts users to enter a password when they try to
open a protected file.
Access Rights gives users the ability to perform only the tasks for which
they have permission, as defined by their access rights.
Tip: The password feature does not encrypt the data in a file. It is intended to be
used only as a management tool not to protect sensitive data.
Tip: If a password is forgotten, data loss and project delays may result. You should
make a note of any password along with the name of the corresponding file,
and keep this information in a safe place that is accessible by at least two
authorized team members.
Note: Passwords are case-sensitive. When you write down a password, make sure
to clearly indicate whether letters are upper-case or lower-case.
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Action
Go to Tools>Protection.
The Protection drop-down menu opens.
2.
Click Read-Only.
A dialog box opens, asking you to confirm your decision to disable editing
for the file.
3.
Click Yes.
If you have edited the file since opening it, another dialog box opens,
which asks you if you want to save the changes before the software
activates read-only mode.
4.
5.
Click Yes to erase the Undo and Redo lists, or click No to leave the
lists in place.
Note: This change is only temporary. Editing permissions are restored each time
you close the file, or remove the read-only access.
Action
Go to Tools>Protection.
The Protection drop-down menu opens.
2.
Click Read-Only.
A dialog box opens, asking you to confirm your decision to enable editing
for the file.
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Step
3.
Action
Click Yes.
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The default option denies access without the password, and users cannot open
the file.
The second option is Allow read-only access if password is not entered. This
allows users to open the file, but the file opens in read-only mode.
Action
Go to Tools>Protection.
The Protection drop-down menu opens.
2.
3.
4.
5.
6.
7.
Click OK.
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Step
8.
Action
Save the file.
Note: You must save the document before closing it to ensure that
Password Management is active.
For security reasons, you should periodically change the password for a file. You
should always change passwords when you have a changeover in staff.
To change your passwords and options:
Step
1.
Action
Go to Tools>Protection.
The Protection drop-down menu opens.
2.
3.
4.
5.
6.
7.
Click OK.
8.
Removing Password
Management
Action
Go to Tools>Protection.
The Protection drop-down menu opens.
2.
3.
4.
Click OK.
5.
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Access Rights can use automatic access, passwords, and Windows Authentication
for identifying roles. After you turn on Access Rights and save the file, when
someone tries to open the file:
Once you activate Access Rights, only users who have been assigned Modify
Access Rights and Roles can open the Access Rights Management dialog box; for
all other users, access to the dialog box is blocked.
This section discusses the following topics:
Types of Authentication Methods on page 335.
Defining Role Profiles on page 335.
Changing the Order of Roles on page 336.
Providing Access Rights at the Field or Column Level on page 337.
Selecting Users for Access Rights on page 337.
Selecting Users Using the Advance Search on page 338.
Adding Users to Roles on page 339.
Removing Users From Roles on page 339.
Deleting Users From the the User List on page 340.
Opening Protected Studies on page 340.
Switching Roles on page 340.
Editing Roles on page 341.
Deleting Roles on page 342.
Removing Access Rights on page 342.
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Types of Authentication
Methods
The Access Rights feature allows you to protect a PHA-Pro study by controlling
the types of tasks that each user or group of users can perform. Activate this
feature by setting up one or more roles, which are sets of permissions that provide
different degrees of access to different users. Each role has its own Authentication
Method.
Note: The first role you set up must have administrator rights, the Modify Access
Rights and Profiles permission. After you have created the administrator
role, you can add other roles.
Action
Go to Tools>Protection.
The Protection drop-down menu opens.
2.
3.
Click Add.
The New Roles dialog box opens.
4.
In the Name field, enter the name for the group of users that have
the same access permissions, such as FMEA Team, or an
individual name.
Note: For individuals, the log in name should be exactly the same as the
name used to approve drafts or revisions, revise documents or roll
back changes.
5.
Password.
Window users/groups.
No authentication.
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Step
6.
Action
If a password is required:
1.
2.
In the Password field, type the password required to open the file.
Retype the password in the Confirm field.
Tip:
Tip:
3.
7.
To allow users to access and approve the study offline if you have
selected Windows users/groups as your authentication method,
select the Allow Offline Approval check box.
8.
In the Comments field, you can type additional details about the
role, such as a brief explanation of who should use this role and
for what purpose.
Tip:
9.
Users are able to read these comments when they open the file and
see the Document Roles dialog box.
Click OK.
The New Role dialog box closes.
10.
11.
Repeat steps 3 to 10 for each new role that you want to define.
12.
13.
14.
You can rearrange roles within the Access Rights Management dialog box. This is
important since, if you use Windows users/groups for your access rights, roles are
logged in automatically, based on order in the Roles list.
To change the order of roles within the Access Rights Management dialog box:
Step
Action
1.
2.
3.
Repeat steps 1 and 2 until all roles are in the correct order.
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Step
4.
Action
Click OK.
You can use Access Rights to provide protection at the field or column level. This
allows you to prevent roles from making changes to specific columns or fields on
your worksheets.
To provide Access Rights at the column level:
Step
1.
Action
In the Access Rights Management dialog box, go to the Access
Rights field.
The Access Rights field displays the Hierarchy structure. For more
information, see The Hierarchy on page 259.
2.
3.
Select or deselect the fields that you want add or remove access
to.
4.
5.
If you have created roles that use the Windows Users/Groups authentication
method, you select the users and user groups from your companys Windows
directory.
To create a list of users/groups from your Windows directory:
Step
Action
1.
2.
Click Add.
The Select Users or Groups dialog box opens.
3.
3.
4.
Groups.
Users.
Click OK.
Click Locations.
Highlight the appropriate location. For example, you could select the
Entire Directory.
Click OK.
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Step
5.
Action
Select your group or user:
1.
2.
3.
4.
5.
6.
You can also use the advanced search feature to select users from your Windows
directory. The advanced search allows you to search and select computers and
built-in security principals in addition to names and groups.
Note: On the Advanced search page, the table on the bottom of the page lists the
Name field as Name (RDN). An RDN, or relative distinguished name, is a
single component within a distinguished name; a distinguished name (often
referred to as a "DN") is a string that uniquely identifies an entry in the
Directory Server.
To select users from your Windows directory using the Advanced tab:
Step
Action
1.
2.
Click Add.
The Select Users or Groups dialog box opens.
3.
Click Advanced.
The Select Users, Computers or Groups dialog box opens.
4.
3.
5.
Computers.
Groups.
Users.
Click OK.
Click Locations.
Highlight the appropriate location. For example, you could select the
Entire Directory.
Click OK.
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Step
6.
Action
Add or remove any columns you want displayed in your search
results: (Optional)
1.
2.
3.
4.
5.
6.
7.
8.
7.
8.
Click Columns.
Highlight any column you want to display in the left text box.
Click Add.
Repeat steps 6.2 and 6.3 for every column you want to display.
Highlight any column you want to hide in the right text box.
Click Remove.
Repeat steps 6.5 and 6.6 for every column you want to display.
Click OK.
Is exactly.
Tip: The Description field may not be filled out for all persons found in
the Windows directory. Check your directory before using this field.
9.
10.
Enter the name or the first letters of the user or group in the Name
or Description field.
Click Find Now.
Highlight the name(s) that you want to add.
Click OK.
Click OK.
Once you have created your list of users, you add them to various roles that use
the Windows users/groups authentication method.
Tip: Users may have access to more than one role.
Action
1.
2.
3.
4.
Repeat steps 2 and 3 for each role that you want to add users to.
5.
Click OK.
You can remove users from individual roles without removing them from the User
list.
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Action
1.
2.
3.
4.
Repeat steps 2 and 3 for each role that you want to remove users
from.
5.
Click OK.
Action
1.
2.
3.
Click Remove.
4.
Repeat steps 2 and 3 for each user that you want to delete from
the User list.
5.
Click OK.
Whenever you open a study that is protected by Access Rights and requires a
password, the Document Roles Log In dialog box opens.
Note: If you use Windows user/groups, PHA-Pro automatically logs the user in,
using Windows Authentication. If No Authentication has been selected, then
the user opens the file normally.
Action
1.
2.
In the Password field, type the password that gives you access to
the study.
Tip:
3.
Click OK.
The study opens on your screen.
Switching Roles
If you are working with a study that is protected by Access Rights and you have
the ability to work with more than one role, you can switch roles.
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To switch roles:
Step
1.
Action
Save the file.
Note: Always save your file before changing roles. This is especially
important if you are switching to read-only. You will not be able to
save any changes made to your files prior to switching to readonly, if you are in the read-only mode.
2.
3.
Go to Tools>Protection.
Select Role from the pop-up menu.
The Document Roles dialog box opens, allowing you to change your role.
For more information, see Opening Protected Studies on page 340.
4.
5.
If required, enter the password that gives you access to the study
in the Password field.
Tip:
6.
Click OK.
The study opens on your screen.
Editing Roles
You can modify the authentication method and permissions for a role.
To edit a role:
Step
1.
Action
Go to Tools>Protection.
The Protection drop-down menu opens.
2.
3.
4.
Click Edit.
Or
Double-click the option of interest.
The Edit Role dialog box opens.
5.
6.
Click OK.
The Edit Role dialog box closes.
7.
8.
9.
Click OK.
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Deleting Roles
To remove a role:
Step
1.
Action
Go to Tools>Protection.
The Protection drop-down menu opens.
2.
3.
4.
Click Remove.
5.
Repeat steps 3 and 4 for each role that you want to remove.
6.
Click OK.
7.
Action
Go to Tools>Protection.
The Protection drop-down menu opens.
2.
3.
Or
1.
2.
4.
5.
Click OK.
A dialog box opens asking you if you want to disable the Access Rights for
this document.
6.
Click Yes.
The Enter Roles Password dialog box opens.
7.
8.
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You write your script for the batchscript file and then save the script as a text file.
To write a batchscript file:
Step
Action
1.
2.
Create the path to the file that you want to extract the data from.
The command for the line is Open path= followed by the file name
including the file path information in quotations. An example would be:
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Step
3.
Action
Create the export information.
Note: Each set of export information is on its own line.
Each line includes the following parameters:
Export path = This command provides the script with the name and
type of the file including the file path.
sheet = This command informs the script which sheet of data is to be
exported.
format = This command informs the script of the format the exported
data takes. Export formats can include word, comma-delimited and
tab-delimited.
headings = This command informs the script if you want to include
the headings for the information.
layout = This optional command is useful when you are exporting
data in a format that can be used in different ways. For example tab
and comma-delimited formats can be used in either databases or
spreadsheets.
sample line of script would be:
Export path="C:\batchtest\process_comma1.txt"
sheet="Nodes" format="comma" headings="true"
4.
5.
Repeat steps 2 to 4 for each file from which you want to export
data.
6.
The above script exports data from two separate files into multiple files with
different formats for the data.
Writing the Batch File
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Action
1.
2.
3.
4.
Enter the name, along with the complete file path, of the
batchscript file.
5.
6.
Once you have completed the file, save as a batch (*.bat) file.
Action
1.
Create your batch and text files and save them to you computer.
2.
3.
4.
Using the Open field, navigate to the folder containing the batch
file.
5.
6.
Click Open.
The batch file is listed in the Open field.
7.
Click OK.
The script is run, and the files with the exported data are created in the
target folder.
Correcting Errors
If you run the batch file and the files are not exported, you have to find and correct
the errors. All errors in the batchscript file are listed in the errors.txt file. If the
errors file is empty, the error is in the batch file.
To correct errors:
Step
Action
1.
2.
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Step
3.
Action
If the file is:
4.
5.
6.
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The PHA-Pros XML data import/export feature also allows you to:
Consolidate several studies into a large master file in PHA-Pro without having
to copy and paste, minimizing lost information.
Retrieve data directly into PHA-Pro, avoiding cut and paste from other
electronic sources or typing from printed reports.
Combine data from multiple applications.
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Creating a Profile
Before you can import or export your data using XML, you must create a profile
for that operation. When creating your XML profiles, you must remember that
XML is case sensitive. The profile that is used to import the information has to
match the profile that was used to export the information.
Tip: When creating your XML import/export profiles, you should create and save
them in your corporate template. This ensures that the correct profile is in all
of your studies.
To create a profile:
Step
1.
Action
In Project Settings, click Hierarchy.
The Hierarchy section opens.
2.
3.
4.
Click the
6.
7.
8.
9.
Click OK.
The new profile is created and the dialog box closes.
11.
If you want to export the entire file, or a large section of the file, creating the
profile and adding each element individually can be time consuming. PHA-Pro
has the ability to convert the entire hierarchy (except Markers) into an XML
profile in one step.
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Action
Click Hierarchy in Project Settings.
The Hierarchy section opens.
2.
3.
4.
Click the
6.
7.
8.
9.
Click OK.
The new profile is created and the dialog box closes.
11.
Click Auto.
The entire hierarchical structure is recreated as a nested XML profile.
12.
13.
Duplicating a Profile
PHA-Pro allows you to duplicate your profiles. This allows you to create
variations of your longer and more complicated profiles quickly and efficiently.
To duplicate a profile:
Step
1.
2.
Action
Select the profile from the Profile drop-down list.
Click the Duplicate Profile icon -
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Step
3.
Action
Edit the profile.
For more information, see Editing a Profile on page 351.
4.
Editing a Profile
To edit a profile:
Step
1.
2.
Action
Select the profile from the Profile drop-down list.
Click
4.
Click OK.
The dialog box is closed and the element is edited.
Deleting a Profile
To delete a profile:
Step
1.
2.
Action
Select the profile from the Profile drop-down list.
Click
Adding Elements
Once you have created your profile, you add the XML elements. These elements
define the information that are to be exported or imported.
To add XML elements:
Step
Action
1.
From the Profile drop-down list, select the profile to which you
want to add the element.
2.
3.
4.
5.
6.
Click the Select button next to the Repeat for each field.
7.
8.
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Step
9.
Action
Select the data that you want to be used as content.
10.
If you want to filter your export data, click Conditional Export and
set the conditions. For more information, see Filtering Your XML
Export Data on page 356.
11.
12.
13.
Click OK.
The XML element is added.
Figure 14-1: In this example, recommendations, responsibility and status are three
separate elements. The results of using this profile to export information can be seen in
Figure 14-3.
Action
1.
From the Profile drop-down list, select the Profile to which you
want to add the grouped elements.
2.
3.
4.
5.
Click the Select button next to the Repeat for each field.
6.
Select the sheet or column for which you want the information to
be repeated.
7.
8.
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Figure 14-2: In this example, responsibility and status are nested within
recommendations. The results of using this profile to export information can be seen in
Figure 14-4.
PHA-Pro allows you to import data that does not correspond to fields in your
existing data base. It retains the data outside of the studys database. You can view
this information using the Auxiliary Data feature. For more information, see
Viewing Auxiliary Data on page 360. You can also import this data at a later date.
For more information, see Importing Data from Unmatched Elements Process on
page 361.
To add unmatched elements of data to your profile:
Step
Action
1.
From the Profile drop-down list, select the Profile to which you
want to add the nested element(s).
2.
3.
4.
5.
6.
7.
From the Text drop-down list, select the type text that you want
entered, or enter the appropriate text in the field.
8.
Click OK.
9.
If the Export check box is selected, click the Default Data for
Export button.
The Default Value dialog box opens.
10.
11.
12.
Click OK.
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Editing Elements
The ability to edit individual elements in your XML profile is especially important
when using the Auto command. For example, you can turn off the import function
of some elements allowing you to retain the original information. This would
allow you to retain, for example, the current codes and categories or markers in
one study, while allowing you to use the data from another.
To edit an element:
Step
Action
1.
2.
Click Edit.
The properties dialog box opens
3.
4.
Click OK.
The dialog box is closed and the element is edited.
Deleting Elements
The ability to delete individual elements in your XML profile is especially useful
when using the Auto or Duplicate Profile commands. For example, you can copy
a hierarchy and remove the few elements that you do not need, saving you time in
creating the profile as well as retaining the nesting.
To delete elements from a profile:
Step
Action
1.
2.
Click Remove.
The element is deleted.
Adding Attributes
XML elements can have attributes in the start tag, just like HTML. Attributes are
used to provide additional information about elements. They are used to provide
information that is not a part of the data. For example, you can create attributes
that are IDs for records. These IDs can help identify information if it is being
imported back into the document after being modified.
To add an attribute:
Step
Action
1.
From the Profile drop-down list, select the profile to which you
want to add the attribute.
2.
Click the element that you want to add the attribute to in the XML
Elements field.
3.
4.
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Step
5.
Action
Enter the attribute name in the Name field.
This name will appear in the element tag.
6.
Tip:
Tip:
7.
8.
9.
Click OK.
The dialog box closes and the attribute is added.
Adding Unmatched
Attributes
Action
1.
From the Profile drop-down list, select the Profile to which you
want to add the nested element(s).
2.
3.
4.
5.
6.
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Step
Action
7.
From the Text drop-down list, select the type text that you want
entered, or enter the appropriate text in the field.
8.
Click OK.
9.
If the Export check box is selected, click the Default Data for
Export button.
The Default Value dialog box opens.
Editing Attributes
10.
11.
12.
Click OK.
To edit an attribute:
Step
Action
1.
2.
Click Edit.
The properties dialog box opens
3.
4.
Click OK.
The dialog box is closed and the attribute is edited.
Deleting Attributes
Action
1.
2.
Click Remove.
The attribute is deleted.
You can filter your xml export data by adding a formula that sets conditions on the
data in an element. For example, you can create a filter that allows you to export
only recommendations whose dollar value is over $5000 or those
recommendations whose actual value exceeds the estimated value.
You can also filter data by adding a formula that references markers in the data
field. For example, if you are revalidating a study, you could export only the data
that has not been revalidated by referencing the validation marker. Another use of
referencing makers would be to flag information that you want to import into your
libraries. You first export the flagged data, and then import the data into your
library.
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Action
Click the Conditional Export button on the General tab.
The Export Condition dialog box opens.
2.
3.
Set the conditions for the export by defining the formula in the
workspace:
Selecting the Reference:
1.
Click
2.
3.
Tip:
Note: You cannot type the name of a reference in the workspace, you
must use the insert reference button.
Selecting the Function:
1.
Click
2.
3.
of functions:
Numbers.
5.
True.
False.
Click OK.
The Export Condition dialog box closes.
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Tip: The formula for selecting data elements that are marked with a marker is:
The first section of the formula, IF COUNT( Marker ) > 0, checks to see if
the marker is present in the data field.
The next section, THEN TRUE, sets the logical condition if the conditions
are met.
The third section, ELSE FALSE, sets the logical condition if the conditions
are not met, i.e. the marker is not present.
The last section, ENDIF, closes the formula.
Action
Go to Data>Export.
The Export drop-down menu, listing all the export profiles, appears.
2.
3.
4.
In the File name field, type the new name for your file. (Optional)
The Save as type field adds the .xml extension.
5.
Click Save.
Figure 14-3: This XML export is based on the profile shown in Figure 14-1. The
recommendations, responsibility and status columns are exported without nesting the
information.
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Figure 14-4: This XML export is based on the profile shown in Figure 14-2. The
recommendations, responsibility and status columns are exported using nested
information.
The import feature allows you to transfer data in XML from other spreadsheets,
such as MS Excel, or databases into PHA-Pro. Before using the import function,
you must review the file and either create a new profile, or make any necessary
edits in an existing profile so that the structure in the file and in the profile match.
Tip: When you create a profile in PHA-Pro, the software automatically names the
root element, <RootElement>. You must change the name <RootElement> to
the name of the root element in the import file. For more information, see
Editing Elements on page 354.
Action
Open your XML file to get a list of all the fields in the file.
Tip:
2.
3.
If there is a DTD for the file, use the DTD to obtain the element
names instead of the file. All the necessary information is there in a
condensed form.
Tip:
If you are using an existing profile, ensure that all the required
fields are in the profile and are properly nested.
For more information, see Adding Elements on page 351, Adding Groups
of Elements on page 352, Editing Elements on page 354 and Deleting
Elements on page 354.
Or
If you are creating a new profile, ensure that you have added all
the fields to the profile and that they are all properly nested.
For more information, see Creating a Profile on page 349.
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Step
Action
4.
Once you have the same structure in both the file and the profile,
click Prolog in the Profile Properties dialog box.
5.
Compare the Prolog in the Profile Properties dialog box with the
Prolog in the XML file.
6.
If the prologs do not match, copy and paste the prolog from the
Profile Properties dialog box over the prolog in the XML file.
The profile is now ready to import the data from the XML file.
Once the structure, and the elements in the profile and in the file match
each other, the file is ready to be imported.
To import an XML file into your workplace risk assessment study
Note: In order to import an XML file into your study, the profile structure must
match the XML structure in the file. For more information, see Preparing to
Import an XML File on page 359.
Step
1.
Action
Go to Data>Import.
Import drop-down menu opens.
2.
Select the profile that you are using to import the file.
The Import from File dialog box opens.
3.
Navigate to the folder where the file you want to import is stored.
4.
5.
If you want to upload multiple files that use the same xml profile,
you can ctrl+click all of the files. These files must use the same
xml profile or the upload operation will fail.
Click Open.
The Upload is completed and the fields are populated. The dialog box
closes.
Action
1.
2.
3.
4.
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Action
Add the appropriate field(s) to your hierarchy.
For more information, see Adding Items to the Hierarchy on page 262.
2.
3.
4.
5.
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Before you can export or import XML files using batch files, you need to create:
An XML profile in each PHA-Pro file. If you are importing the XML data, the
profile in the XML must match the profile in the study into which the data is
being imported. For more information, see Using the XML Import/Export
Function on page 348.
A batchscript file. You create the XML batchscript files in the same manner as
you create the other batchscript files, with some slight variations. For more
information, see Writing a Batchscript File on page 344, Exporting to
XML on page 362, and Importing from XML on page 363.
A batch file. For more information, see Sample Batch File Script on page 346.
The batch file command to export to XML is called "EXPORT", i.e. it has same
name as the old export command. The two uses of the command (export a sheet to
Word/HTML/Text/DB vs. export to XML using a profile) are distinguished by
whether the "sheet=" parameter is specified or the "profile=" parameter is
specified.
When using the EXPORT command to export to XML, the following parameters
must be specified:
profile="<profile name>"
path="<path of the file you want to export the data to>"
The following parameters are NOT specified when exporting to XML (they only
apply to sheet export): sheet, format, headers, headings, layout.
Here is a sample command:
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The following parameters are NOT specified when importing from XML: sheet,
format, headers, headings, layout.
Here is a sample command:
IMPORT profile="My XML Export Profile" path="c:\XML Documents\New XML
File.xml"
Note: You must open the PHA-Pro file (opened by the OPEN command) that you
are importing into before using the IMPORT command.
Save Command
The "SAVE" command allows you to save the results of IMPORT command. The
only parameter it supports is "path".
Here is a sample command:
SAVE path="C:\My PHA-Pro Documents\New Study.pha"
Note: You can SAVE the same study more than once (e.g. to different paths).
You can create a batchscript file that exports data in XML format from several
studies and combines them into one master study. When you create the profile,
you should create IDs using the random 128 bit feature. For more information, see
Adding Attributes on page 354.
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Here is an example of a batchscript that first exports data from two studies and
then combines them in a master study using import:
OPEN path="C:\My PHA-Pro Documents\Study 1.pha"
EXPORT profile="Recommendations" path="C:\XML Files\Study
Recommendations.xml"
OPEN path="C:\My PHA-Pro Documents\Study 2.pha"
EXPORT profile="Recommendations" path="C:\XML Files\Study
Recommendations.xml"
OPEN path="C:\My PHA-Pro Templates\Master Recommendations
Template.pha"
IMPORT profile="Recommendations" path="C:\XML Files\Study
Recommendations.xml"
IMPORT profile="Recommendations" path="C:\XML Files\Study
Recommendations.xml"
SAVE path="C:\My PHA-Pro Documents\Master Recommendations
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List
1
2
List.pha"
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Constants
Function
Description
PI
TRUE
FALSE
BLANK
NULL
Empty value.
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Syntax
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Description
Syntax
MAX(n1,n2,...)
MAX
MIN
SUM
PRODUCT(v1,v2,...v255)
PRODUCT
AVERAGE(n1,n2,...)
AVERAGE
MEAN
COUNT
FIRST(list)
FIRST
LAST
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Function
Description
GETCHILDREN
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Syntax
GETCHILDREN(Formula)
Formula is the formula used to
define the information required.
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Description
Syntax
ABS(n)
ABS
Tip:
SIGN
FLOOR
SIGN(n)
N is any real number.
FLOOR(n,significance)
CEILING
ROUND
TRUNCATE
Tip:
LOG10(v)
LOG10
LOG(x,y)
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If base is omitted, it is
assumed to be 10.
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Function
Description
Syntax
EXP(v)
Tip:
To calculate powers of
other bases, use the
exponentiation operator
(^).
Tip:
POWER(n,p)
POWER(x,y)
SQRT
If number is negative,
SQRT returns the #NUM!
error value.
CBRT(v)
CBRT
If number is negative,
CBRT returns the #NUM!
error value.
SIN(n)
SIN
COS(n)
COS
TAN(n)
TAN
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Function
Description
Syntax
ASIN
ASIN(v)
ACOS
ATAN
ATAN (n)
Returns the arctangent, or
N is the tangent of the angle you
inverse tangent, of a number. The
want.
arctangent is the angle whose
tangent is number. The returned Tip: To express the arctangent
in degrees, multiply the
angle is given in radians in the
result by 180/PI( ) or use
range -pi/2 to pi/2.
the DEGREES function.
ATAN2(x,y)
ATAN2XY
Same as ATAN2(x,y)
Same as ATAN2(x,y)
SINH
SINH(n)
COSH
TANH
TANH(n)
DEGREES
RADIANS
ISODD
ATAN2(x,y)
Y is the y-coordinate of the point.
Tip:
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Function
Description
ISEVEN
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Syntax
ISEVEN(n)
N is the value to test. If number
is not an integer, it is truncated.
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Text Functions
Function
Description
UPPER
LOWER
Syntax
UPPER(text)
text is the text you want
converted to uppercase. Text can
be a reference or text string.
UPPER(text)
text is the text you want
converted to lowercase. Text can
be a reference or text string.
VALUE(text)
VALUE
COMBINETEXT(<Text1>,<Text2
>, "joining text")
Text1 is your first text.
Text2 is your second data set,
joining text is additional text you
want to use to join the two sets
of data.
COMBINETEXT
Tip:
COMBINETEXT(<TextField
1>,"","")
Compares two text strings,
returns:
EXACT
FALSE otherwise.
strings that you are comparing.
Tip: EXACT is case-sensitive but
ignores formatting
differences.
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Function
Description
Syntax
SUBSTITUTE(string1,string2,strin
g3,num)
string1 is the text or the
reference to a cell containing text
for which you want to substitute
characters.
Tip:
REPLACE
Tip:
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If no number is indicated,
all occurrences are
replaced.
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Function
FIND
Description
Locates one text string within a
second text string, and return the
number of the starting position of
the first text string from the first
character of the second text
string.
Tip:
Syntax
FIND(text_find,text_in,char#)
text_find is the text you want to
find.
text_in is where you are
searching.
char# specifies the character at
which to start the search. The
first character in text_in is
character number 1. If you omit
char#, it is assumed to be 1.
MID(text_ret,number1,number2)
MID
FIRST(string1,string2)
FIRST
LAST
ITEMNUMBER
LINEBREAK
STRUCTURELEV
EL
STRUCTURELEVEL
STRUCTUREMA
XCHILDLEVEL
STRUCTUREMAXCHILDLEVEL
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Logical Functions
Function
Description
Syntax
AND
OR
NOT
OR(logical1,logical2,...)
Logical1,logical2,... are
conditions you want to test that
can be either TRUE or FALSE.
NOT(logical)
Logical is a value or expression
that can be evaluated to TRUE or
FALSE.
IF ... THEN
...ELSE
ENDIF
ISSTRUCTURE
LEAF
ISSTRUCTURELEAF
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Function
Description
Syntax
IF(logical_test, value_if_true,
[value_if_false])
The IF function syntax has the
following arguments (argument:
A value that provides information
to an action, an event, a method,
a property, a function, or a
procedure.):
logical_test (Required). Any
value or expression that can be
evaluated to TRUE or FALSE. For
example, A10=100 is a logical
expression; if the value in cell
A10 is equal to 100, the
expression evaluates to TRUE.
Otherwise, the expression
evaluates to FALSE. This
argument can use any
comparison calculation operator.
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Date Functions
Function
Description
TODAY
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Syntax
TODAY( )
There are no arguments for this
formula.
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Other Functions
Function
Description
Syntax
Function(parameter
WHEREcondition)
Function is the function being
carried out.
WHERE
STUDYID
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What are the functions of the equipment? In what ways can the equipment
functionally fail?
What are the major hazards associated with the material being handled by the
equipment?
Is there potential for flammable/toxic releases?
Is the process adequately controlled?
Is there any chance of exothermic runaway reactions?
What potential interactions between upstream or downstream equipment or
conditions could lead to problems?
What are the worst event and worst credible scenarios?
Could adjacent facilities pose a risk?
Could external events create problems?
Is there an emergency response plan?
Could supporting utility failures be problematic?
Could environmental conditions, such as low temperatures, cause problems?
What environmental protection measures are in place to contain releases?
Could failures of individual components, such as control valves and level
switches, be problematic?
Could there be any problems with startup, shutdown or standby operation?
What will happen on emergency shutdown?
Are there any problems maintaining equipment or individual components?
What is the sparing philosophy and how does it affect system and equipment
reliability?
What will happen if instrumentation control systems fail?
Are there adequate protective systems? If so, is some redundancy needed?
Have you considered:
Power failure?
Instrument air failure?
Cooling water failure?
Steam failure?
Have the effects of all of these been considered in relation to flare and
blowdown system sizing?
Do system components such as control valves fail safe if their actuating media
fail?
Have you considered:
Equipment isolation?
Drainage?
Venting?
Blinding?
Emergency interlocks?
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Note: When creating a checklist, you may also find it beneficial to review the
libraries of PHA-Pro.
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Procedural Step
With Guide Word HAZOP, select Procedural Step as the Node Type when
using the Guide Word HAZOP Library.
Provide a description, such as Filling Reactor, together with Design
Conditions/Parameters and Drawings referenced.
For Deviations, select Copy from Library and select from the specific Guide
Words: No, Sooner, Later, and so on.
For each Guide Word, select the Parameter, such as Filling, and then provide
the Deviation.
The Guide Word Library can provide pertinent information through the
Procedural Step Link.
Operating Procedure
For the What If methodology, select Operating Procedure as the subsystem and
use together with the What If Library.
Batch Operation
Startup/Shutdown/Standby
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Modification
When using Guide Word HAZOP, select the Modification Node Type when using
the Guide Word HAZOP Library. Select deviations that you consider applicable
with the Node.
Plant Modifications
When using Knowledge Based HAZOP, select the Plant Modifications Node
together with any applicable Node types, when using the Knowledge Based
HAZOP Library.
General Category
With What If, select General category as the subsystem together with any other
applicable subsystems when using the What If Library.
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Risk Systems.
Codes and Categories.
Markers.
Action
Go to Hierarchy, under Project Settings.
Tip:
2.
Delete all folders and sub folders until only the three default
folders are left.
Note: The Sheets still exist but are blank. This shows that the Hierarchy
and Sheets under Project Settings are independent of each other.
In other words, you create the hierarchy, but, you display the
items of the hierarchy in sheets. Column Headings and Headers
are displayed in Worksheets and Labels are displayed in Forms.
3.
Now go to Sheets.
4.
5.
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Figure A-2: Sheets with the Hierarchy items removed, but with all the Worksheets and
Forms still present.
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Only after you have laid out these requirements should you create your new
template.
This section discusses the following topics:
Determining your Administration Information on page 389.
Determining your Worksheet Information on page 389.
Determining your Risk Ranking on page 389.
Determining your Recommendations on page 390.
Creating the Hierarchy on page 392.
Determining your
Administration Information
For this exercise let's create a worksheet for a typical qualitative risk analysis
technique, as shown below:
Figure A-4: The above worksheet shows the criteria that we want in our study.
For this example, we will use two ways for calculating the risk ranking based on
the following criteria:
Severity Risk Criteria
Code
Description
1.
Low
2.
Medium
3.
High
4.
Very High
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Code
5.
Description
Catastrophic
Description
1.
Insignificant
2.
Medium
3.
High
4.
Very High
5.
Certain
Description
Insignificant
Acceptable
Undesirable
Likelihood
Severity
Recommendations.
Person Responsible.
Places Used.
Action Taken.
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Cost.
Dates - Estimated Start Date, Actual Start Date, Estimated End Date, Actual
End Date
In this exercise we are only using the Recommendations and Places Used column
headings for this worksheet.
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Figure A-5: Breakdown Tree - this breaks the System down into Subsystems,
Components and finally Items.
At the lowest level of the hierarchy, we would apply the Risk Technique
(Scenarios, Causes, Consequences, Severity, Safeguards, Likelihood, Risk
Ranking, Recommendations, etc.)
Creating the Hierarchy
The steps here present the high level of adding items to the hierarchy. For a
detailed procedure on adding items to the hierarchy, see Adding Items to the
Hierarchy on page 262.
Step
Action
1.
2.
Right click and select Add from the drop-down menu. (Figure A-6)
Or
Click the Add on the Hierarchy bar.
Note: When you need to be able to add new rows, such as in a
worksheet, you will always use the "three blue striped" List item.
On the other hand, when you just need a data field, e.g.,
"Company Name", "Address", etc. then use the "yellow folder"
Group item.
3.
4.
SYSTEMS.
SUBSYSTEMS.
SCENARIOS.
CAUSES.
CONSEQUENCES.
SAFEGUARDS.
Note: List item has one default Text Field called Description. You can
add more items under the List as required. For this exercise, use
UPPER case for List name and Title case for column headings and
data fields.
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Step
Action
5.
6.
7.
8.
9.
10.
Link to RECOMMENDATIONS.
Figure A-6: Study has been highlighted under Hierarchy. From the right-click drop down
menu, Add has been selected.
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Figure A-8: Project Settings showing both the left pane containing the Hierarchy and the
right pane that has the pages that allow you to customize each item.
Global Name: This is an optional alternate name for a hierarchy item that is used
primarily in conjunction with data mirroring or split function. For more
information, see Splitting the Hierarchy on page 277 and Data Mirroring on
page 287. This name describes the item fully within the study. For instance, if
your study had two or more risk techniques in the same hierarchy, then you may
have separate column headings that are similar - for example causes. You would
have Causes A in one branch and Causes B in another branch. This name is used
on menus for Send To command of the data mirroring or split functions (if the
template is set up to use this command). There may be different messages and
prompts in the software where Global Name is used to identify an item.
Keywords: They are used in conjunction with Copy From and AutoType filters.
You can use data in Copy From or AutoType from different columns in the
worksheet by using the same Keyword in the hierarchy.
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Facility Information.
Study.
Company Name
Project Name.
Scope.
Objective.
System Intends To.
System Intends Not To.
Duration.
Start.
End.
Team.
Full Name.
Title.
Phone.
Roles.
Drawings.
Drawing.
File Path.
Comments.
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Action
1.
2.
Click Add and select the 2D Risk Matrix from the list.
3.
4.
5.
6.
Add the criteria to the Severity, Likelihood and Risk Ranking and
fill the matrix according to the requirements.
For the criteria, see Determining your Risk Ranking on page 389.
See Figures A-11 to A-14.
7.
Figure A-10: After carrying out steps 1 to 7 in adding a Risk Matrix, your new Risk
Matrix should resemble the above diagram.
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Once you have created your matrix, you have to link it to an item in the hierarchy.
To link the matrix to the hierarchy:
Step
1.
Action
On the Risk Matrix page, click the Usage tab.
The Usage page opens
2.
Select Add.
The Add/Edit Risk Matrix Usage dialog box opens
3.
4.
Uncheck the Default box, and enter the name of the matrix, RM, in
the Description field because you will see this under Show Column
in the worksheet.
5.
6.
Click OK.
The dialog box closes and the matrix is linked to the hierarchy. (Figure A18)
Figure A-17: You select the field to which you want to link the Matrix in the Add/Edit
Risk Matrix dialog box.
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Figure A-18: Your new Matrix is now linked to the Consequences field in the hierarchy.
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Action
Create your category in the study.
For more information, see Adding Categories on page 248.
2.
3.
For our exercise, we are going to create and add a category called Consequence
Code/Category to our new study and then link the category to the hierarchy.
To add and link the category:
Step
Action
1.
2.
3.
4.
Add the codes and descriptions on the Values tab. (Figure A-20)
5.
6.
Right-click Consequences.
Pop-up menu opens
7.
Select Add.
Hierarchy item dialog box opens.
8.
Select Reference.
9.
10.
11.
Click Finish.
The category is linked. (Figure A-23)
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Figure A-20: Enter the codes and their descriptions on the Values page.
Figure A-21: Select the Use name of linked item check box.
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Figure A-23: You can see the created link in the Hierarchy.
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Adding Markers
Next, we will add a marker to your study. For more information, see Creating New
Markers on page 253.
To our study, we are going to add a marker, called Followup, which contains a
note field.
Adding the Followup Marker
Action
1.
2.
3.
4.
Select the symbol that you want to use for the marker on the
Symbol page.
In our example, we are selecting the glasses symbol from Wingdings.
(Figures A-24 and A-25)
5.
6.
7.
8.
Select Text field, and enter the name of the new column, Note, in
the name field. (Figure A-27)
Tip:
9.
The
you
Click OK.
The new marker with a note field is added. (Figure A-28)
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Figure A-24: When you click Choose Symbol, the Symbol dialog box opens. Select the
icon that you want to use and click OK.
Figure A-25: The eyeglass symbol has been added as the marker symbol. We then
formatted it using the fields on the Symbol page.
Figure A-26: The pop-up menu has opened, and select Show Column>New Column.
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Figure A-27: Select text from the Column contains drop-down menu and name this
column Note.
Figure A-28: The Note field has been added to the marker and the Marker has been
created. You can see that both the Marker and the Note have been added to the Markers
folder in Hierarchy as well.
Note: All three folders - Risk Systems, Codes and Categories, and Markers are
repeated under the Hierarchy.
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For more information on adding sheets, see Adding New Sheets on page 295.
This section discusses the following topics:
Formatting and Re-arranging the Sheets on page 407.
Adding a Facility Information Form on page 407.
Additional Worksheets on page 410.
Adding a Team Members Page on page 410.
Adding the Drawing Worksheet on page 412.
Displaying the Risk Technique in Worksheets on page 412.
Adding the Systems Worksheet on page 413.
Adding the Risk Technique Worksheet on page 414.
Adding the Recommendations Worksheet on page 417.
Formatting and Re-arranging
the Sheets
Once you have created your sheets you can format them - hiding columns,
grouping headers, moving fields around the form. For more information, see
Customizing Sheets on page 305 and Chapter 7: Customizing Forms and
Worksheets on page 158.
For our example, we are going to add a Facility Information Form to Sheets.
To add a form to Sheets:
Step
Action
1.
2.
3.
4.
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Step
5.
Action
Select the Data Fields and click Next.
The New Sheets - Breakdown dialog box opens. Breakdown is determined
automatically by default. Mainly this is used for page breaks in sheets.
(Figure A-32)
6.
Click Finish.
The Facility Information form opens. (Figure A-33)
7.
8.
You can drag and drop the labels around the form as required.
Figure A-29: From the New Sheet dialog box, select Form.
Figure A-30: Enter Facility Information, the name of the form, in the New Sheet - Name
dialog box.
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Figure A-31: Select the items that you want displayed as data fields on the form.
Figure A-33: The Facility Information Form after you click Finish in the Breakdown dialog
box.
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Figure A-34: By right-clicking the form, you can group your data fields. The groupings
and names of the forms groups are based on the groups that you creating in the
hierarchy.
Additional Worksheets
We are going to add some additional worksheets for the Administration collection,
namely - Team Members and for Drawings.
Action
1.
2.
3.
4.
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Step
5.
Action
Select the columns and click Next.
The New Sheets - Headers dialog box opens. (Figure A-38)
The Team members worksheet does not require headers in this example.
6.
Click Next.
The New Sheets - Breakdown dialog box opens.
7.
Click Finish.
The Team Members worksheet opens. (Figure A-39)
Figure A-36: Enter Team Members in the Use the Following name field.
Figure A-37: Select the items that you want displayed as columns. If you select Team, it
would appear as a heading over the four columns chosen.
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Figure A-38: The Team Members worksheet does not require headers, so click Next.
Figure A-39: The Team Members worksheet after the wizard finished. Notice the
multiple column headings.
Figure A-40: The Drawings worksheet is created in the same manner as the Team
Members worksheet.
After creating the sheets for the Administration information, we need to create
worksheets for the study. We are going to create three worksheets for the risk
technique:
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Action
1.
2.
3.
4.
5.
6.
Click Next.
The New Sheets - Breakdown dialog box opens.
7.
Click Finish.
The SYSTEMS worksheet opens. (Figure A-43)
Figure A-41: Select SYSTEMS from the Use the name of the following hierarchy item
field.
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Figure A-42: Select the Systems and Subsystems hierarchy items as columns.
Figure A-43: The SYSTEMS worksheet. Notice that there are only two columns
displayed. If we selected SYSTEMS and SUBSYSTEMS, we would have had multiple
headings.
Action
1.
2.
3.
4.
Enter Risk Technique as the name and click Next. (Figure A-44)
The New Sheets - Columns dialog box opens.
5.
Select the remaining items as columns and click Next. (Figures A45 to A-47)
The New Sheets - Headers dialog box opens.
Note: Select Recommendations column from under the CAUSES list. The
other RECOMMENDATIONS list is the master list. In this master
list, the Recommendations are only listed once, if they are
repeated in the study.
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Step
6.
Action
Select Systems and Subsystems as headers and click Next. (Figure
A-48)
The New Sheets - Breakdown dialog box opens.
7.
Click Finish.
The Risk Technique worksheet opens. (Figure A-49)
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Figure A-47: Notice there are two sets of RECOMMENDATIONS - under CAUSES and in
the master list outside the Hierarchy at the bottom. The one at the bottom is to be used
for the Recommendations worksheet. Its the Master list.
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Figure A-48: Select Systems and Subsystems at the top as the Headers. This allows you
to access Systems and Subsystems in the worksheet as drop-down headers.
Figure A-49: The Risk Technique worksheet opens when the wizard is finished.
Adding the
Recommendations
Worksheet
Figure A-50: Select the two fields under the RECOMMENDATIONS list (outside SYSTEMS
level) for the columns in the worksheet.
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Figure A-51: The RECOMMENDATIONS worksheet is created in the same manner as the
Systems worksheet. Here you may add more columns, for example - Responsibility,
Actions Taken, Start Date, End Date, etc.
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You can format forms by clicking on the form and selecting the appropriate
function. You can also drag and drop the fields in a form. For more information,
see Customizing Headers and Data Fields on page 159.
Figure A-52: The right-click opens a pop-up menu which allows you to format your
Form. For more information, see Adding a Facility Information Form on page 407.
Formatting Worksheets
When you created the worksheets earlier in the chapter, you will have noticed that
some display multiple column headings when they are first displayed.
You may:
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Figure A-54: When you right-click a heading, cell, header, or data field, a pop-up menu
opens. This allows you to format the worksheet. In the above example, we are hiding the
Code heading.
Figure A-55: The Risk Technique worksheet after the extra headings have been hidden
and the columns have been rearranged.
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Action
1.
2.
Name it Administration.
3.
4.
5.
Facility Information.
Team Members
Drawings.
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Figure A-56: Select Collection from the New Sheet dialog box.
Figure A-57: When you click Finish, the new collection opens. Since you have not added
any pages to the collection, both the icon list and the page are blank.
Figure A-58: Drag and drop the sheets into the Administration collection.
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Figure A-59: When you click on the Administration tab, you will see icons for the added
sheets, and that the individual tabs have been removed from across the top.
Renaming a Tab
You can easily rename your tabs. For our example, we are going to change the
name SYSTEMS to Systems & Subsystems.
To rename a tab:
Step
Action
1.
2.
3.
In the Use the following Name field, enter Systems & Subsystems.
(Figure A-61)
4.
Click OK.
Figure A-60: You can access Sheets Property by right clicking the tab.
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Figure A-61: Enter the new name in the Use the following name field.
Rearranging Tabs
You can rearrange the tabs that are across the top. This allows you to place the
tabs the you use the most often in a location that is handy for you. If you compare
the order of the tabs with the list of the sheets in Sheets, you will notice that the
tabs are in the same order, going from left to right, that the sheets are listed (
).
To rearrange the tabs:
Step
Action
1.
2.
Drag and drop the sheets into the appropriate order from top to
bottom. (Figure A-63)
3.
Figure A-62: In the exercise we want to move the Settings and Data Settings tabs to the
right. If you compare the order of the sheets in Sheets with the order of the tabs across
the top, you can see the relationship.
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Figure A-63: In Sheets in Project Settings, drag and drop the Settings and Data Check
sheets to the bottom of the list.
Figure A-64: When we look at Sheets, we can see that Settings and Data Check are at
the bottom of the list; when we look at the tabs, we can see that they are at the right
hand side of the tabs.
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Further Customization
You can now use additional features that would help you with the study. These
include, but are not limited to:
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By working through this tutorial, and with the detailed step by step procedures
elsewhere in the manual, you can set up data mirroring in your study.
This section discusses the following topics:
Adding Data Mirroring on page 428.
Entering Information in the Data Mirrored Fields on page 432.
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Figure B-1: In the Hierarchy, the two parallel hierarchies are similar but not the same.
For this tutorial, you must first create a file call Data Mirror Sample File with the
hierarchy shown in figure B-1.
To add data mirroring to the study:
Step
Action
1.
2.
Go to Project Settings.
3.
Click Hierarchy.
4.
Select Process.
5.
Click Mirroring.
The Mirroring tab opens. (Figure B-2)
6.
Click Add.
The Add Mirroring dialog box opens.
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Step
Action
7.
8.
Click OK.
The Add Mirroring dialog box closes, and the mirror data field(s) appear in
the field(s) to mirror field. (Figure B-4)
9.
10.
From the drop-down lists, you can select the copy options. For this
exercise, use the default option - Prompt.
11.
Figure B-2: When you click the Mirroring tab, the Mirroring page opens.
Figure B-3: When you click Add on the Mirroring page, the Add Mirroring pop-up window
opens. It shows the list fields that you can mirror to. Select PROCESS*.
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Figure B-4: When you click OK, the Add Mirroring pop-up window closes. The mirrored
field is listed, and Prompt is the default for the options.
Figure B-5: From the Add Process* drop-down list, select the option for adding
information. Repeat for the Add Process drop-down list.
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Figure B-6: From the Remove Process* drop-down list, select the option for removing
information. Repeat for the Remove Process drop-down list.
Figure B-7: You then select the check boxes to ensure that the data mirroring
commands appear in the right-click pop-up menu.
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Action
Double-click the Processes cell.
A thick border surrounds the cell, indicating that the cell is active.
2.
3.
4.
5.
6.
7.
8.
9.
10.
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Figure B-8: Because Prompt was the option selected, you must answer Yes to mirror the
data.
Figure B-9: The advantage of using Prompt instead of automatically mirroring data is
that you can choose not to mirror some data.
Figure B-10: The Risk Analysis worksheet after all the data has been entered in the
Processes column.
Figure B-11: The Work Order worksheet after all the data has been entered in the
Processes column in the Risk Analysis page.
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Process Number
Separation
1234
Fastening
1345
Restructuring
1456
Shipping
1567
Receiving
1678
Figure B-12: The Risk Analysis worksheet after adding the Process Numbers.
Figure B-13: The Work Order worksheet after adding the Process Numbers to the Risk
Analysis worksheet.
After adding the information, you realize that Shipping also has to be added to
the Work Order worksheet. You are now going to mirror the information using the
Send To command.
To mirror the Shipping information:
Step
Action
1.
2.
3.
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Figure B-14: We are going to use the Send To command to send the information that we
did not originally mirror.
Figure B-15: We have now mirrored both the process and the process number to the
Work Order page.
In a similar fashion, add the Receiving information to the Work Order sheet.
Figure B-16: The Work Order page after Receiving has been added.
PHA-Pro allows you to insert hyperlinks between the linked data fields. This
allows you to move from the data field on one page to its linked data on another
without having to use the right-click menu.
To add hyperlinks between mirrored data fields:
Step
Action
1.
Go to Project Settings.
2.
3.
Select Processes.
This is the field to which you are adding the hyperlink.
4.
5.
6.
7.
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Figure B-17: When you click the Show hyperlink in cell check box, a link options button
appears.
Figure B-18: To export the hyperlink along with the data, select the Include in printed/
exported output check box.
Figure B-19: The Risk Analysis sheet showing the hyperlink added to Processes.
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Figure B-20: The Work Order sheet showing the hyperlinks added to the cells.
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In this example, you are going to create a 2-D bar chart using the HAZOP
Sample.pha file. The chart will graph the recommendations and their cost.
To create a 2-D bar chart:
Step
1.
Action
Right-click any tab and select Add from the drop-down menu.
(Figure C-1)
The New Sheet dialog box opens, displaying a list of objects you can add
to your file.
2.
3.
Click Next.
The New Sheet - Name dialog box opens.
4.
5.
Click Next.
The New Sheet - Chart Types dialog box opens.
6.
7.
Click Next.
The New Sheet - x-axis dialog box opens.
8.
9.
Click Next.
The New Sheet - Formula dialog box opens.
Note: For most 2-D charts and Pareto charts, you do not have to enter a
formula, you just have to select y-axis field.
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Step
10.
Action
Click
to open the Insert Reference dialog box to select a data
element from your file. (Figure C-6)
Note: You cannot type the name of a reference field in the workspace,
you must use the insert reference button.
11.
12.
13.
Click OK.
14.
Figure C-1: You can add a chart either by going to Project Settings>Sheets or simply
right-clicking a tab.
Figure C-2: Once you have clicked Add, select Chart on the New Sheet dialog box.
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Figure C-4: After naming the chart, select 2-D Bar Chart.
Figure C-5: When selecting the x-axis for a 2-D line, 2-D bar or Pareto Chart, always
select the axis from the highest hierarchical point.
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Figure C-6: The y-axis is selected in the New Sheet - Formula dialog box. Click Inset
Reference and...
Figure C-7: Select the y-axis reference from the hierarchy. Then select X-axis items from
the Relative to: drop-down list.
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Figure C-8: After clicking OK, the Insert Reference dialog box closes, and the reference
is entered in the field.
Action
1.
2.
3.
4.
5.
6.
7.
Change Font Size to 8, by selecting 8 from the Size list. (Figure C12)
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Step
Action
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
Click OK.
The Chart Options dialog box closes and the chart is displayed. (Figure C17)
Figure C-10: Select Format Chart on the right-click pop-up menu to access the Chart
Options dialog box.
Figure C-11: The Chart tab in the Chart Options dialog box allows you to set the width
and height of the chart, as well as swap X- and Y-axes.
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Figure C-12: The Font tab allows you to choose the font, font size and whether you want
the text to be bold and/or italic.
Figure C-13: The Label tab for the X-axis allows you to change the name, rotate the
label, select if you want the item text, or number, from the worksheet, and set the text
length.
Figure C-14: The Label tab for the Y-axis allows you to change the name and rotate the
label.
Figure C-15: When you change the name in the Legend field, the name under Values
changes. In the above figure, Item Value has been changed to Cost in Dollars in both
panes.
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Figure C-16: The Bar Fill tab allows you to change the pattern and the color of the bars.
Using the same fields, you are going to create a Pareto chart.
To create a Pareto chart:
Step
1.
Action
Right-click any tab and select Add from the drop-down menu.
(Figure C-1)
The New Sheet dialog box opens, displaying a list of objects you can add
to your file.
2.
3.
Click Next.
The New Sheet - Name dialog box opens.
4.
5.
Click Next.
The New Sheet - Chart Types dialog box opens.
6.
7.
Click Next.
The New Sheet - x-axis dialog box opens.
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Step
8.
Action
Click the Recommendations radio button. (Figure C-5)
Note: Nodes and Recommendations are the upper level choices. Never
drill down to a lower level.
9.
Click Next.
The New Sheet - Formula dialog box opens.
Note: For most 2-D charts and Pareto charts, you do not have to enter a
formula, you just have to select y-axis field.
10.
Click
to open the Insert Reference dialog box to select a data
element from your file. (Figure C-6)
Note: You cannot type the name of a reference field in the workspace,
you must use the insert reference button.
11.
12.
13.
Click OK.
14.
Click Finish.
The dialog box closes and the chart appears. (Figure C-18)
Action
1.
Right-click the chart and select Format Chart from the pop-up
menu.
2.
3.
4.
Change Font Size to 8, by selecting 8 from the Size list. (Figure C12)
5.
6.
7.
8.
9.
Click OK.
The Chart Options dialog box closes and the chart is visible. (Figure C19)
PHA-Pro allows you to add the cumulative total cost to the Pareto chart.
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Action
1.
2.
3.
4.
5.
6.
7.
Click OK.
The Chart Options dialog box closes and the chart is visible. If you left the
Cumulative Percentage of Total line in the chart, it should resemble
Figure C-23. If you took the line out of the chart, it should resemble
Figure C-24.
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Figure C-19: Using the Chart Options dialog box, the chart can be quickly and easily
formatted for distribution.
Figure C-20: Adding the stacked Cumulative Total bars is a two step approach. First you
select Show and...
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Figure C-22: The resulting chart has both the Cumulative Total stacked bar and the
Cumulative Percentage line.
Figure C-23: To remove the Cumulative Percentage line, in Chart Options, you select
Cumulative Percentage and deselect the Show check box.
Figure C-24: The Pareto chart with the Cumulative Percentage line removed.
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This tutorial uses the Sample HAZOP.pha file. You are going to create a chart that
examines the consequences of Severity versus Likelihood for Capital Losses.
To create a 3-D bar chart:
Step
1.
Action
Right-click any tab and select Add from the drop-down menu.
The New Sheet dialog box opens, displaying a list of objects you can add
to your file.
2.
Click Chart.
3.
Click Next.
The New Sheet - Name dialog box opens.
4.
5.
Click Next.
The New Sheet - Chart Types dialog box opens.
6.
7.
Select Next.
New Sheet - x-axis dialog box opens.
8.
9.
10.
11.
Click Next.
New Sheet - y-axis dialog box opens.
12.
13.
14.
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Step
15.
Action
Click Next.
New Sheet - Formula opens.
16.
17.
18.
Go to Nodes>Deviations>Causes>Consequences.
19.
20.
21.
22.
Click OK.
23.
24.
Click
Note: You cannot type the name of a reference field in the workspace,
you must use the insert reference button.
25.
26.
27.
28.
Click OK.
29.
30.
Click
Note: You cannot type the name of a reference field in the workspace,
you must use the insert reference button.
31.
Go to Nodes>Deviations>Causes>Consequences.
32.
33.
34.
35.
Click OK.
36.
37.
Click
Note: You cannot type the name of a reference field in the workspace,
you must use the insert reference button.
38.
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Step
Action
39.
40.
41.
Click OK.
The dialog box closes.
42.
43.
Click Finish.
The chart opens. (Figure C-38)
Figure C-25: Naming a 3-D Bar chart is the same as naming a 2-D bar or line chart, or a
Pareto Chart.
Figure C-26: On the Chart Type dialog box, select 3-D Bar Chart.
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Figure C-27: Drill down through Risk Systems to the General Matrix, and select Severity
as your x-axis.
Figure C-28: Select Likelihood from the General Matrix as your y-axis.
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Figure C-29: Entering the formula for a 3-D chart is more complicated than for a 2-D
chart or Pareto chart. First you enter the function - in this case it is COUNT(.
Figure C-30: To count the consequences, you have to drill down under Nodes to
Consequences, and under Before Risk Reduction, select Severity. This number is relative
to the breakdown of information.
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Figure C-31: You have to create a relationship between the breakdown of information
and the risk matrix. Enter an = to the Formula page...
Figure C-32: And then, in the Insert Reference dialog box, select Severity under the
General Matrix.
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Figure C-33: By selecting x-axis items in the relative to drop-down list you have set up
the relationship between the information in the Consequences category and the matrix.
You must also create the same relationship for the y-axis. Add AND after the formula
you just created.
Figure C-34: Open the Insert Reference dialog box and select Likelihood under Before
Risk Reduction in Consequences.
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Figure C-35: Again you have to relate the information back to the matrix. Enter an =
and....
Figure C-36: Select Likelihood under the General Matrix, making it relative to the y-axis
items.
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Figure C-38: After clicking Finish, the dialog box closes and the chart appears.
When you examine the chart, you notice that the z-axis is not named. You are
going to add a label to the z-axis, and rotate the chart.
To format the chart:
Step
1.
Action
Right-click the chart.
Pop-menu opens.
2.
3.
4.
5.
Click OK.
Chart Options dialog box closes.
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Step
6.
Action
Rotate the chart 180 degrees to the left:
1.
2.
3.
Figure C-39: As can be seen in the previous diagram, there was no title for the z-axis.
Add the title in the Chart Options dialog box.
Figure C-40: To rotate the chart, place the cursor on the chart and hold down the left
mouse button and...
Figure C-41: Drag the cursor to rotate the chart to the new view.
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Figure D-1: Each of the above lists and matrix represent different hierarchy items as
well as separate pages in the study.
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Dependency Matrix. It uses a Number field for the codes and has a text field
for the description. There are 2 codes - 1 and 2. (1 means cascade to the
next level and 2 means do nothing.)
Figure D-2: There two codes in the Dependency Matrix category. 1 means cascade to
the next level; 2 means do nothing.
Recommended Controls
Priority Levels.
High Priority to Do List.
Final To Do List.
Figure D-3: There are four List Hierarchy items. These provide the necessary fields to
create two cascading dependency matrices.
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Figure D-4: There is one sheet to go with each of the List fields. The High Priority To Do
List and the Final To Do List are destination lists and are empty.
Figure D-5: For these tutorials, we are going to have three priority levels - High, Medium
and Low.
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Action
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
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Step
16.
17.
Action
Enter the formula for destination field value
COMBINETEXT(Recommended Controls, , ):
1.
2.
3.
Click
.
Goto Text>COMBINETEXT. (Figure D-15)
Place the cursor before the first comma in the parentheses.
4.
5.
6.
7.
8.
Click
.
Select Recommended Control text field.
Click OK. (Figure D-16)
Enter before the second comma.
Enter before the closing parenthesis.
18.
Click Sheets.
19.
Click Add.
The New Sheet dialog box opens.
20.
21.
22.
or
1.
2.
Select the Use the name of the following hierarchy item radio button.
Select the Level 1 Dependency Matrix radio button.
23.
24.
25.
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Figure D-7: From Study, select Add to open the New Hierarchy Item - Type window.
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Figure D-10: Since the number of priority levels is small and is not going to change, we
are using Priority Levels for the X-Axis. This makes it easier to use the matrix.
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Figure D-11: Since we are going to be adding further actions to Recommended Controls,
we are using that list as the Y-Axis.
Figure D-12: We are going to use a Reference Field for the Matrix intersection. This
allows the codes in the Dependency Matrix category to be used in the Dependency Matrix.
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Figure D-13: We are not using any formulas directly in the matrix, so just leave these
fields blank.
Figure D-14: We are using the High Priority To Do List as the recipient list of the tasks
that have been marked as high priority. As well for this tutorial we are using manual data
mirroring to mirror the data to that list.
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Figure D-15: We are going to use the COMBINETEXT function to create the data that is
to be entered in the High Priority To Do List.
Figure D-16: The data from the Recommended Control cell is the data to be entered.
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Figure D-17: This formula enters only the text from the Recommended Control field. The
two sets of double quotations enter blanks when the combined text is entered in the
target field.
Figure D-18: Once you have created the Level 1 Dependency Matrix, the study hierarchy
looks like this.
Figure D-19: We now have to add the Dependency Matrix to the Sheets section.
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Figure D-20: We are going to change the name to Level 1 Dependency Matrix by
entering the name in the text field. You could also select the Use Name of the following
hierarchy item and link it to Level 1 Dependency Matrix hierarchy item.
Figure D-21: Select Level 1 Dependency Matrix and click Finish to create the page.
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Action
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
Select the Mirror data when the following condition is true radio
button. (D-23)
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Step
15.
Action
We want to set two conditions - that the Priority level is High and
that the Dependency Matrix is 1. When finished, the formula looks
like:
Click
.
Under Recommended Controls, select the Priority Levels list item
found under New Dependency Matrix.
Click OK. (Figure D-24)
In the formula box after Priority Levels enter = High (Figure D-25)
Enter a space.
6.
7.
8.
Click
.
Goto Logical>AND (Figure D-26)
Enter a space.
9. Click
.
10. Under Recommended Controls, select the Dependency Matrix
reference item found under New Dependency Matrix.
11. Click OK. (Figure D-27)
12. In the formula box after Dependency Matrix enter = 1
16.
17.
18.
1.
2.
3.
Click
.
Goto Text>COMBINETEXT. (Figure D-15)
Place the cursor before the first comma in the parentheses.
4.
5.
6.
7.
8.
Click
.
Select Recommended Control text field.
Click OK. (Figure D-16)
Enter before the second comma.
Enter before the closing parenthesis.
19.
Click Sheets.
20.
Click Add.
The New Sheet dialog box opens.
21.
22.
23.
24.
25.
26.
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Figure D-23: For this tutorial we are going to enter a formula for conditional data
mirroring.
Figure D-24: Select the Priority levels found under the new dependency matrix icon.
This is found under the Recommended Controls list.
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Figure D-25: The first half of the form has now been entered in the Formula box.
Figure D-26: We need to add the AND condition to the formula since we want both
conditions of the formula to apply.
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Figure D-27: We are going to start the second half of the formula by selecting the
reference to the Dependency Matrix found under the Recommended Controls list.
Figure D-28: Enter the remainder of the formula in the field and click Next.
The items that are mirrored from the Level 1 Dependency Matrix appear in the
Level 2 Dependency Matrix. Items that are mirrored in the Level 2 Dependency
Matrix appear in the Final To Do List. Although in this exercise, we are still using
Priority Levels as the x-axis and Dependency Matrix as the reference field, you
can use a different hierarchy items for creating your cascading matrices.
To create the Level 2 Dependency Matrix:
Step
Action
1.
2.
3.
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Step
Action
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
Select the Mirror data when the following condition is true radio
button. (D-23)
15.
We want to set two conditions - that the Priority level is High and
that the Dependency Matrix is 1. When finished, the formula looks
like:
Click
.
Under High Priority To Do List, select the Priority Levels list item
found under New Dependency Matrix.
Click OK. (Figure D-24)
In the formula box after Priority Levels enter = High (Figure D-25)
Enter a space.
6.
7.
8.
Click
.
Goto Logical>AND (Figure D-26)
Enter a space.
9. Click
.
10. Under High Priority To Do List, select the Dependency Matrix
reference item found under New Dependency Matrix.
11. Click OK. (Figure D-27)
12. In the formula box after Dependency Matrix enter = 1
16.
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Step
17.
18.
Action
Enter the formula for destination field value
COMBINETEXT(High Priority TTD List, , ):
1.
2.
3.
Click
.
Goto Text>COMBINETEXT. (Figure D-15)
Place the cursor before the first comma in the parentheses.
4.
5.
6.
7.
8.
Click
.
Select High Priority TTD List text field.
Click OK. (Figure D-16)
Enter before the second comma.
Enter before the closing parenthesis.
Click Finish.
The dependency matrix has been added to the hierarchy.
19.
Click Sheets.
20.
Click Add.
The New Sheet dialog box opens.
21.
22.
23.
24.
Click Next.
25.
26.
You can now start using the dependency matrix. When you select 1 in the High
priority level, the task should automatically be mirrored to the destination list. If
you select 1 in either the Medium or Low priority levels, the task should not be
automatically mirrored. You can, however, still mirror the data by using the Send
To command.
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Suggested Reading
SUGGESTED READING
Center for Chemical Process Safety. Guidelines for Hazard Evaluation
Procedures. Second ed. 1992.
Gordon, R.L., R.T. Hessian Jr., H.R. Greenberg, and W.F. Early II. Utilization of
PC-Based Hazard and Operability Study Data. A.I.Ch.E., 24th Annual Loss
Prevention Symposium, San Diego, CA, August 19-22, 1990.
Greenberg, H.R., and J.J. Cramer. Risk Assessment and Risk Management for the
Chemical Process Industry. New York: Van Nostrand Reinhold, 1991.
Hyatt, N. et al. Buy workplace risk assessment Software with Confidence.
Hydrocarbon Processing, October 1996, 63-66.
Hyatt, N. Guidelines for Process Hazards Analysis, Hazards Identification & Risk
Analysis. Richmond Hill, 2003.
Hyatt, N. Use of Computer Software for Process Hazards Analysis (workplace
risk assessment). Chemputers, Vol. IV, 1996.
Jones, D.W. Lessons from HAZOP Experiences. Hydrocarbon Processing,
April 1992, 77-80.
Kelly, W.J. Oversights and Mythology in a HAZOP Program. Hydrocarbon
Processing, October 1991, 114-116.
Knowlton, R.E. A Manual of Hazards & Operability Studies. Chemetics
International, 1992.
Knowlton, R.E. An Introduction to Hazard and Operability Studies, the Guide
Word Approach. Chemetics International, 1992.
Kletz, T. Eliminating Potential Process Hazards. Chemical Engineering, April
1985, 48-68.
Kletz, T. HAZOP and HAZAN, Identifying and Assessing Process Industry
Hazards. Third ed. Institution of Chemical Engineers, 1992.
Kletz, T., E. Broomfield, and C. Shen-Orr. Computer Control and Human Error.
Institution of Chemical Engineers, 1995.
Lawley, H.G. Size Up Plant Hazards This Way. Hydrocarbon Processing, April
1976, 247-258.
OSHA 1910.119, Process Safety Management of Highly Hazardous Chemicals.
Washington, D.C., 1992.
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Suggested Reading
Roach, J.R., and F.P. Lees. Some Features of and Activities in Hazard and
Operability (HAZOP) Studies. The Chemical Engineer, October 1981, 456462.
Scholing, R., and P. Rieff. What Is Your Corporate Perspective on Loss
Prevention? Hydrocarbon Processing, October 1997, 69-74.
Sweeney, J.C. ARCO Chemicals HAZOP Experience. Process Safety Progress,
Vol. 12, No. 2, April 1993, 83-91.
Wells, G.L. Safety in Process Plant Design. Halsted Press, 1980.
Wells, G. et al. Preliminary Safety Analysis. J. Loss Prev. Process Ind., Vol. 6,
No. 1, 1993, 47-60.
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Index
INDEX
Numerics
2-D bar chart
adding 223
inserting 223
2-D line chart
adding 223
inserting 223
2-D scatter plot chart
adding 226
creating 226
3-D bar chart
adding 224
inserting 224
A
Access rights
column level 337
disabling 342
document protection 334
field level 337
removing 342
security feature 334
setting 335
studies 334
turning off 342
turning on 335
Accessing
change log 318
revision history 321
sheet properties dialog box 305
Activating
autotype 152
filters in autotype 156
filters in copy from 150
libraries 139
Adding
2-D bar chart 223
2-D line chart 223
2-D scatter plot chart 226
3-D bar chart 224
a collection 303
blank sheets 301
cascading filters to autotype 156
cascading filters to copy from 150
categories 248
charts 298
check boxes 162
clipbooks 284
code to likelihood scales 242
code to risk ranking scales 242
code to severity scales 242
codes 249
collections 303
columns 172
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B
Backup
files 81
Backup options
setting parameters 81
Baselines
creating 317
definition 311
names 311
Batch exports
creating batch files 345
text files 344
XML data 362
Batch file
exporting data 344
exporting XML data 362
importing XML data 363
Batch imports
XML data 363
Breakdown
page breaks 296, 298, 299
removing 121
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Index
using 121
C
Calculation fields
adding 271
Callouts
column headings 183
labels 165
Categories
exporting 250
importing 251
linking to data 252
Cause by Cause methodology
HAZOP 22
Cells
changing numbering in 105
changing text flow 189, 193, 194
formatting 192
formatting colors 190, 194
formatting fonts 189, 192
Change Log
accessing 318
clearing 319
description 318
printing 319
redoing changes 318
reviewing 318
revisions 318
saving 319
undoing changes 318
Changes
redoing 106
undoing 106
Changing
file locations 8
languages 73
list levels in structured lists 124
numbering in a list cell 105
password 333
password options 333
role order 336
text flow 167, 178, 185, 189, 193,
workspace to window 69
Changing display options
columns 172
Changing order of
data fields 169
data rows 91
headers 169
hierarchy levels 279
Changing text flow
cells 189, 193, 194
column headings 185, 189
columns 178, 189
194
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Index
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Index
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Index
Conditional formatting
columns 181
data fields 170
Consequences
identifying 23
Copy From
activating filters 150
adding cascading filters 150
adding filters 149
creating cascading filters 150
creating filters 149
creating multiple columns 148
deactivating filters 150
feature 146
libraries 138
searching 147
setting options 147
turning off filters 150
turning on filters 150
using 146
Copying
data 93
data from libraries 138
sheets 305
Corporate Logo
adding to headers and footers 208
adding to report 208
Creating
2-D scatter plot chart 226
baselines 317
cascading filters in autotype 156
cascading filters in copy from 150
collections of data 199
dependency matrices 267
drop-down lists for data fields 161
drop-down lists for forms 161
filters in autotype 155
filters in copy from 149
headers and footers 206
linked diagrams 127
markers 253, 254
multiple columns in autotype 154
multiple columns in copy from 148
new file 71
reports 197
revision 314
risk matrix 245
text files for batch exports 344
thumbnails 132
versions 314
XML elements 351
XML nested elements 352
XML nodes 352
XML profile 349
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Index
Customizing
hierarchy 277
markers 256, 257
New File Wizard 72
page icons 308
pages in New File Wizard 72
sheets 305
spellchecker 115
tabs 308
Cutting
data 93
rows in structured lists 124
D
Data
adding to structured lists 124
aligning in columns 179, 190
checking 326
copying 93
creating collections 199
cutting 93
dragging and dropping in structured lists
finding 117
indenting in structured lists 124
linking data elements 285
linking to categories 252
marked as revalidated 219
marking 110
numbering 176
pasting 94
sorting in structured lists 125
Data check
defining tests 324
identifies problems 324
performing 326
resolving issues 326
Data fields
adding 160
adding drop-down list 161
changing order of 169
changing text flow 167, 189
conditional formatting 170
displaying 161
formatting colors in 167
formatting fonts in 166
grouping 169
grouping under main headings 169
hiding 161
renaming 165
reordering 169
replacing with list fields 286
ungrouping 170
Data linkages
defining 285
125
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Index
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Index
E
Editing
check boxes
163
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Index
codes 249
embedded pictures 135
naming conventions
Renaming
hierarchy item 278
notes 109
print filters 203
radio button groups 164
radio buttons 164
risk matrix codes 244
roles 341
symbols 112
XML attributes 356
XML elements 354, 356
XML profile 351
Emailing
files 80
Embedded Pictures
downloading 135
editing 135
formatting 136
managing 135
replacing 135
saving 135
working 135
Enabling
password management 332
read-only access 330
Enclosing
data fields 169
headers 169
Examining
causes of deviation 23
Expanding
sub lists 124
expanding
structured lists 124
Exporting
codes and categories 250
data to XML file 358
data with batch files 344
filtered XML data 356
library data 141
multiple views of file 198
reports 211
reports as comma-delimited files 212
reports as database files 213
reports as dBase 5 files 213
reports as dBase III files 213
reports as dBase IV files 213
reports as FoxPro 3.0 files 213
reports as MS Word 211
reports as tab-delimited files 212
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Index
F
Failure Mode and Effects
see FMEA
Files
attaching 132
backup 81
changing locations 8
closing 86
creating new 71
emailing 80
moving 8
opening 84
opening attached 133
saving 82
saving for first time 83
saving under different name 83
updating using templates 78
Filtering
attached files 131
data for printing 201
on-screen data 201
XML export data 356
XML export data using markers 356
Filters
autotype 155
cascading 150, 156
copy from 149
on-screen data 201
printing 201
Finding
data 117
dates 117
text 117
FMEA
advantages 34
Failure Mode and Effects methodology
how to use 33
limitations 34
methodology 33
when to use 33
Folders
maintaining short cuts 13
re-installing short cuts 13
Fonts
formatting column headings 184
formatting for cells 189, 192
formatting for charts 230
formatting for column headings 184
formatting for columns 177
formatting for data fields 166
formatting for headers 166
33
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Index
G
Generating
PDF files 213
Global Names
definition 284
Global names
adding 284
hierarchy 284
Grid lines
formatting 179
Grouping
data fields 169
headers 169
Groups
adding 262
H
HACCP
advantages 38
Hazard Analysis Critical Control Points
limitations 38
37
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Index
methodology 37
preliminary steps 37
procedure 37
seven principles of 37
time requirements 37
Hazard Analysis Critical Control Points
see HACCP
Hazards and Operability Analysis
see HAZOP
HAZOP
advantages, knowledge based 26
cause by cause methodology 22
deviation by deviation methodology 22
guide word methodology 23
guide word time requirements 24
Hazards and Operability analysis 20
limitations, knowledge based 26
team requirements 24
time requirements 25
Headers
adding 160
changing order of 169
changing text flow 167, 189
displaying 161
formatting colors in 167
formatting fonts in 166
grouping 169
grouping under main headings 169
hiding 161
modifying placement 168
renaming 165
reordering 169
ungrouping 170
Headers and Footers
adding corporate logo 208
creating 206
Help text dialog box
column headings 183
labels 165
Hiding
column headings 183
columns 173
data fields 161
headers 161
list numbers in structured lists 125
main headings 170
pages 306
sheets 306
Hierarchy
adding date fields 262
adding dependency matrices 267
adding formula fields 272
adding global names 284
adding groups 262
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Index
I
Icons
data field 259
keyword driven 309
Identifying
consequences 23
safeguards 24
Importing
codes and categories 251
data from an XML file 360
hierarchy items 275
PHAWorks file 84
risk matrix 246
XML using batch file 363
Indenting
data in structured lists 124
Inserting
copy of a sheet 305
symbols 111
Installation
alternate network 6
single workstation 3
Windows server 4
Isolating
rows 121
K
Keywords
adding 284
definition 284
hierarchy 284
icon 309
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Index
L
Labels
formatting 159
help text dialog box 165
modifying callouts 165
renaming data field labels 165
Languages
changing 73
supported 73
Libraries
activating 139
copying data from 138
deactivating 141
exporting data from 141
listed in the Workspace 138
modifying 140
opening 140
opening protected libraries 340
printing data from 141
Limitations
Checklist Analysis 30
FMEA 34
HACCP 38
knowledge based HAZO 26
PrHA 36
What If 28
What If/Checklist 31
Linked diagrams
adding 302
creating 127
deleting shapes 130
formatting shapes 128
moving a shape 129
moving multiple shapes 130
Linking
data elements 285
List fields
adding 264
replacing data fields 286
List of References
adding 263
Lists
numbering options 280
Logo
see Corporate Logo
Lookup in Matrix fields
adding 266
M
Main headings
adding 169
grouping 169
grouping data fields 169
grouping headers 169
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Index
hiding 170
Maintaining
folder short cuts 13
Managing
embedded pictures 135
structured lists 123
Markers 110
adding new 253, 254
creating 253, 254
customizing 256, 257
deleting from a cell 110
deleting from a file 257
deleting revalidation 219
filtering XML export data 356
marking data 110
modifying 256, 257
referencing in formulas 272
removing from a cell 110
removing from a file 257
Methodology
Checklist 29
FMEA 33
Guide Word HAZOP 23
HACCP 37
HAZOP 20
PrHA 35
What If 27
What If/Checklist 31
Mirroring see Data mirroring
Mirroring tab
data mirroring 287, 290
Modifying
header placement 168
libraries 140
markers 256, 257
revisions 315
Moving
columns 176
files 8
Workspace 69
MS Word
exporting reports as 211
N
Names
baselines 311
revisions 311
studies 311
Naming conventions
editing 278
Network installation
alternate 6
client setup 6
Windows 4
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PHA-Pro
Index
O
On-screen data
filtering information 201
Opening
attached files 133
files 84
libraries 140
PHAWorks file 84
protected libraries 340
protected studies 340
P
Page Breaks
breakdown 299
Page breaks
breakdown 296, 298
Page Icons
Customizing 308
Pages
displaying hidden 306
hiding 306
Pareto chart
adding 223
customizing 234
definition 233
inserting 223
Password management
disabling 333
document protection 332
enabling 332
April 2, 2013
501
PHA-Pro
Index
removing 333
security feature 332
turning off 333
turning on 332
Passwords
assigning 332
changing 333, 341
changing options 333
selecting options 332
setting options 332
Pasting
data 94
rows in structured lists 125
PDF files
generating 213
printing as 213
Performing
data check 326
PHA 299, 309
PHA methods
supported by PHA-Pro 19
PHAWorks file
importing 84
Pictures
working with embedded 135
Prefix
adding to calculation field 272
adding to column name 296
adding to number field 263
used in Sheet Properties 296
Preliminary Hazards Analysis
see PrHA
Previewing
reports 209
PrHA
advantages 36
how to use 35
limitations 36
methodology 35
Preliminary Hazards Analysis 35
procedure 36
time requirements 36
when to use 35
Print filters
adding 201
editing 203
removing 203
Printing
as PDF files 213
attached files 133
change log 319
library data 141
multiple views of file 198
reports 210
April 2, 2013
502
PHA-Pro
Index
R
Radio Button Groups
adding 163
editing 164
removing 164
Radio Buttons
adding 163, 164
editing 164
removing 164
Read-only access
assigning 330
columns in a worksheet 180
disabling 330
document protection 330
enabling 330
security feature 330
turning off 330
turning on 330
Re-arranging
codes 250
data rows 91
roles 336
sheets 307
Recommendations
proposing 24
Recording
dates 100
nodes 23
Redoing
changes 106
changes in the change log 318
References
adding 263
Re-installing
folder short cuts 13
Removing
April 2, 2013
503
PHA-Pro
Index
April 2, 2013
504
PHA-Pro
Index
Repositioning
columns 176
Re-ranking
codes in likelihood scales 243
codes in risk ranking scales 243
codes in severity scales 243
Resizing
columns 176
workspace 68
Resolving
data check issues 326
Restoring
rows 121
Revalidation
marking data 219
procedure 216
Reviewing
change log 318
revision history 321
Revision History
accessing 321
description 321
printing 322
reviewing 321
rolling back 321
saving 322
Revisions
approving 314
creating 314
definition 311
listed in change log 318
modifying 315
names 311
renaming 316
rolling back 321
Risk matrix
adding 245
creating 245
editing a code 244
formatting colors 244
importing 246
Risk systems 240
editing likelihood levels 241
editing risk ranking levels 241
editing severity levels 241
renaming 241
renaming axis labels 241
Roles
adding users 339
changing order 336
changing passwords 341
changing privileges 341
defining 335
deleting 342
April 2, 2013
505
PHA-Pro
Index
editing 341
re-arranging 336
removing users 339
setting 335
switching 340
Rolling Back
revision history 321
revisions 321
Rows
deleting from structured lists 124
isolating 121
pasting in structured lists 125
restoring 121
S
Safeguards
identifying 24
Saving
attached files 133
change log 319
embedded pictures 135
files 82
files for first time 83
files under different name 83
revision history 322
Screening Level Risk Analysis
see PrHA
Searching
copy from 147
Windows authentication 338
Security
re-logging in 313
Security features
access rights 334
checksum 323
password management 332
read-only access 330
Selecting
data elements to print 200
paper size for reports 205
password options 332
users 337, 338
Setting
access rights 335
backup option parameters 81
password options 332
roles 335
Setup
alternate network installation 6
client installation 6
Sheet properties
dialog box 305
Sheet properties dialog box 305
accessing 305
April 2, 2013
506
PHA-Pro
Sheets
accessing sheet properties 305
adding a collection 303
adding blank sheets 301
adding charts 298
adding collections 303
adding dependency matrices 298
adding forms 297
adding linked diagrams 302
adding new 295
adding objects from other applications
adding pictures 301
adding Visio diagram 299
adding Visio diagrams 300
adding worksheets 295
copying 305
creating copy 305
customizing 305
deleting 307
displaying hidden 306
hiding 306
inserting copy of 305
re-arranging 307
removing 307
removing breakdown 121
renaming 305
re-ordering 307
using breakdown 121
Short Cuts
maintaining to folders 13
re-installing to folders 13
Simple Calculation fields
adding 271
Software
launching 9
starting 9
uninstalling 14
updating 12
Sorting
data in structured lists 125
Specifying
colors for reports 206
Spellchecker
customizing 115
using 115
Spelling
checking 115
Splitting
hierarchy 277
Starting
software 9
Structure Lists
adding to hierarchy 266
Structured Lists
Index
299
April 2, 2013
507
PHA-Pro
Index
T
Tab-delimited files
exporting reports as 212
Tabs
customizing 308
Team requirements
guide word HAZOP 24
Templates
updating existing files 78
Tests
defining for data check 324
Text
finding 117
replacing 118
Text fields
adding 262
adding clipbooks 284
April 2, 2013
508
PHA-Pro
Text Flow
changing 167, 178, 185, 189,
Thumbnails
attached files 132
creating 132
Time requirements
Checklist Analysis 30
guide word HAZOP 24
HACCP 37
knowledge-based HAZOP 25
PrHA 36
What If study 28
What If/Checklist 31
Toggle feature 70
Turning off
access rights 342
password management 333
read-only access 330
Turning on
access rights 335
password management 332
read-only access 330
Index
193, 194
U
Undoing
changes 106
changes in change log 318
Unenclosing
data fields 170
headers 170
Ungrouping
data fields 170
headers 170
Uninstalling
software 14
Updating
downloading from the web 12
existing files with templates 78
software 12
User list
deleting users 340
Users
adding to roles 339
deleting from user list 340
removing from roles 339
selecting 337, 338
Using
breakdown 121
V
Versions
creating 314
Viewing
checksum 323
Visio diagrams
April 2, 2013
509
PHA-Pro
adding
Index
300
W
What If
advantages 28
limitations 28
methodology 27
procedure 27
time requirements 28
when to use 27
What if
how to use 27
What If/Checklist
advantages 31
limitations 31
methodology 31
time requirements 31
Windows Authentication
searching 338
Windows server
installation 4
Word see MS Word
Working
embedded pictures 135
with structured lists 123
Worksheets
adding 295
filtering data 201
Workspace 68
changing to window 69
closing 68
converting to window 69
listing active libraries 138
moving 69
reopening 68
resizing 68
toggle feature 70
X
XML
adding attributes 354
adding elements 351
adding nested elements 352
adding nodes 352
adding record IDs 354
Auto command 349
conditional exports 356
creating elements 351
creating nested elements 352
creating nodes 352
creating profile 349
deleting attributes 356
deleting elements 354
deleting profile 351
duplicating a profile 350
April 2, 2013
510
PHA-Pro
Index
Z
Zooming In
documents
Zooming Out
documents
76
76
April 2, 2013
511