Intuition Operations Logbook

Jchym Vohryzek
Albena, 23 April 2015
 Advanced Software Solutions Portfolio

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Software Solutions for Better Safety, Reliability, Efficiency and Sustainability
 Topics

Relevant Terms/Terminology

Why do I need Intuition Operations Logbook?

What is IOL?

When do I need IOL?

What is the value of IOL?

How is IOL typically used?

How does IOL work?

IOL enables best practices

What is the future vision for IOL?

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 Relevant Terms/Terminology

Term/Terminology Description
Intuition Marketing brand and software technology platform
IOL Intuition Operations Logbook
IOM Intuition Operations Monitoring
Limit Repository Application included with IOM to provide a single
(LR) database and user interface to capture all/relevant
limits.
Handover Work process for incoming and outgoing shift
workers to review relevant data in preparation for the
incoming worker to begin the shift. Various words
and phrases are used to describe this work process
including changeover, handover takeover (HOTO),
etc.

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 Why do I need IOL?

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 What is Intuition Operations Logbook (IOL)?

Replacement for the log sheets and hardbound

logbooks
Electronic logbook designed for
operators to:
Easily enter comments throughout shift
Easily create shift summary report with manual and
automatic data entry
Support effective shift
handover
Search intuitively
(knowledge sharing)
Meet control room
management
regulations
Effective shift handover and compliance to better run the plant or site
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 What is Intuition Operations Logbook (IOL)?

Improved communication enables broader situational awareness

for all
View the shift comments/reports across the organization
Integrates data from historians (PHD), alarm management systems
(DynAMo), monitoring systems (IOM), etc. for automated update to
shift reports for an effective shift handover
Mobile friendly
True thin client interface built using
html5 no client software
A proven electronic logbook
Decades of logbook experience
built in with modern user
interface

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 What is Intuition Operations Logbook (IOL)?

Easy to use
Easy to use
interface
Easy to configure
shift summary
reports do not
require IT expert

Save time and effort simple installation and small technology

footprint

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 When do I need IOL?
To meet applicable regulations
For example, API RP 1167 and 49 CFR Parts 192 and 195 (Control Room
Management) for pipeline operators

For more effective shift handover

Automatically collected data organized in a structured shift summary report proven to
support effective shift handover
Shift handover checklist tool assures operators consider all necessary aspects of
handover

For knowledge sharing

Intuitive user interface, search and reporting unlocks the knowledge in your logbook

To replace ineffective or unsupportable solutions

Remove the paper hassle
Remove home grown or custom solutions that are difficult to maintain

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 What is the value of IOL?

Effective shift handover (improve communications)

Reduce safety incidents
Reduce rework
Regulatory compliance
Improve operational efficiency
(data readily available to all)

Performance

Environment
All level of organization have

Production
consistent view of performance to

Reliability
allow issues to be addressed efficiently
Data is available to support process

Safety
and operational improvements
proactively

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 How is IOL typically used?

Shift personnel (console and field operators, supervisors, etc.)

Enter comments throughout shift
Complete a shift summary report
(manual and automatic data entry)
Perform a shift handover with relief
Submit shift summary report
(includes proof of handover)
Review shift summary reports after extended absence
Search for comments/reports relevant to current problem
Engineers
Comment/respond where relevant
Use search and reporting tools to address recurring issues and
uncover opportunities for improvements
Managers
Situational awareness for true plant status
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 How is IOL typically used?

Entering comments

One click to begin

entering a comment
or response

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 How is IOL typically used?

Entering comments

Type is mandatory
and configurable

Categorizations are
optional and
configurable

Comments are
mandatory

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 How is IOL typically used?

Shift summary reports collection of shift data for review/archive

Simple text input
(optional auto copy
to keep data
entered in prior
shift) Data entry tables
with drop downs,
checkboxes,
comment fields, etc.

Automatically
collect data for the
shift from IOM,
alarm systems
(DynAMo),
historians and other
databases

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 How is IOL typically used?

Shift handover handover checklist tool

During handover
meeting, operator
clicks handover tool
to begin

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 How is IOL typically used?

Shift handover handover checklist tool

Relief operator
signs in to record
participants in
handover

Operators check off

items from
configurable
Hitting save checklist as they
embeds the review
checklist and
operator details in
the shift summary
report

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 How is IOL typically used?

Knowledge sharing effective search

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 How is IOL typically used?

Knowledge sharing reporting

Uses Microsoft SQL Server
Reporting Services
Can be scheduled with e-mail
notifications
Standard reports are effectively
working examples

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 How is IOL typically used?

Consistent site status details

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 How does IOL work?

Technology Platform
Small server footprint utilizing Microsoft technologies
Microsoft SQL Server, IIS, etc.
Small systems require a single server (physical or virtual)
Thin client html5 user interface simply use Internet Explorer

IOL
Integration via Web Server
Web Services

Historian, alarm management Application Server

(DynAMo), etc. IOM User Interface
Database Server (Microsoft SQL Server) (Internet Explorer, Chrome, etc.)

Data Access Services

Business Domain

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 IOL enables best practices

Goal: Situational awareness

Best Practice Failure Mode How does IOL help?
Communication Information exchange Structured data in shift log to
between shifts facilitate handover
Informal Shift handover checklist tool
Unstructured

Shift information Easy to use thin client interface

readily available to all available to all
Information Fail to log Easy to use
Logging Appropriate data copied
forward from previous shift
report
Automatic data collection

Reference ASM Consortium research

http://www.asmconsortium.net/Documents/2011_HUG_Engen_ThompsonWhite Paperfinal.pdf

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 What is the future vision for IOL?

Integrate
IOL (Operator Logbook) with
IOM (Operations Monitoring)
Ultimately comprise in a larger
Intuition Operations Suite
Other functional parts
Operating Instructions
Task Management
Role-based task oriented user interface (not organized by product)
Continued focus on mobile capabilities
and more!
expected release in 2015

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 Intuition Operations Logbook Summary
Easy to use
IOL is simple to use allows for quick and easy adoption by operators
Search tools unlock the knowledge in your logbook

Simple to install, configure, small footprint

Allows for pilot project to prove the benefits
Easily expand to encompass a site or multiple sites

Effective shift handovers, meets regulatory needs

Handover tool designed to meet regulatory requirements
Easily managed shift summary reports, automatic data supporting shift
handover
Meet control room management regulatory requirements

Part of larger suite to address operations best practices

Operations monitoring help operators to stay in the best operating zone,
not just within alarm limits
Daily, weekly, monthly plan communication and task management

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