ODMS O perations D ata M anagement S ystems Version 3.0

1. ODMSOperations Data Management SystemsVersion 3.0 Features and Application Review 03/10/2006

2. ODMS Version 3.0 Every user will have their own login.

3. The User Menu includes: • View Tags (data dictionary) • Generate Reports • Link to Create Reports • User Functions

4. User Menu Data Dictionary Running Reports

5. The “Data Dictionary” displays a list of all tags currently configured for collection in ODMS. Drop down boxes provide filters to find tags by type, process area and/or parameter. The table can be sorted by any of the column headings.

6. Reports • General - Useful for quick lookups • Custom - User defined reports for repeated use All data is gathered upon request and loaded into a Microsoft Excel spreadsheet. The spreadsheet can be saved to the user’s computer for further analysis.

7. For general reports, create a new tag list or use the last one to generate the report.

8. Clicking on the one of the “tag list” buttons from the previous screen opens this window. This window will hold your list of tags to run a report on. “click here” brings up list of tags to choose from.

9. Use the filters to narrow your tag search. Select a tag for report by clicking on its underscored Tag ID. If less than 50 tags are listed, click the “select all” button to add all the tags shown to your report list.

10. All tags default to have their data summarized by average, except tags with the data type of EVENT, which defaults to sum. Change a tag’s summary type or remove it from the list by clicking on the underscored tag ID. Make your changes in the Tag Update screen.

11. The order in which the tag columns of data are displayed can be determined by the user. Click this resequence button to open the resequence window. Click on tag ID and use up and down arrows to arrange display order. Click this resequence button to save order and close window.

12. Tag “summarize by” is done. Sequencing is done. Close window and run report.

13. 2. Select time frame. 1. Select how to see data. 3. Run report.

14. An Excel spreadsheet has been created. The appearance of the “file download” page will depend on your operating system. You will be prompted to “Open” or “Save” the Excel file. Make a choice according to your needs. (This may be operating system dependent.)

15. Resulting Spreadsheet All data is dumped into a worksheet named “Raw Data”.

16. Min/Max Reports • It is now possible to run reports that show only the data above assigned maximum values and/or below minimum values. • The min/max values must be assigned to the tag ID through the plant administrator screen for tag definitions. • The report shows only the times at which the excursions occurred. • Other tags showing values such as ‘average’ can be added to the report, but only the times which match the excursion times will be displayed. • The reports can only be run with the ‘Summarized By’ option of ‘As Stored’. Any other choices like ‘Daily’ or ‘Hourly’ will be ignored.

17. A tag ID that has had a valid min value and/or valid max value assigned in the tag definitions can have a report generated to display only the values above the max and below the min.

18. If a tag ID has had a valid min value and/or valid max value assigned, the option to run a min/max report will appear. Selecting the min/max option will not allow any other options to be selected for that tag Id.

19. Custom Reports • Customized reports are user created reports that can be save for future use. • Each user’s reports are saved by their User ID. A user can view just his reports or everyone’s reports. • The list of tags for a report is created the same way as the list for general reports. • Additional administration screens allow the upload of Excel workbooks that have been edited for the list of tags in the report.

20. The custom reports screen defaults “My”, a list of all report groups created by the current user for the current plant. “Standard” reports are those defined by the plant admin as reports commonly used. “All Users” are reports created by any user and have been used within the past 100 days. “Archive” are reports that haven’t been used in the last 100 days and do not belong in the “My” or “Standard” groups.

21. The user can select any group from the list to generate a report.

22. All report data can be opened into the ‘Blank Default Workbook’. Customized workbooks can be created and used for any report group. Customized workbooks can also has default “Summarized By” and “Time Period” options which the user can override.

23. All data for the report group is dumped into a worksheet named “Raw Data”.

24. All analysis of data can be performed in another worksheet in this case called “Calculations”.

25. Data from the Raw Data and/or Calculations worksheets can be formatted into a final report.

26. Tags and Excel workbooks for a report can be seen by clicking on ‘View’ for the report. Selecting the ‘All Reports Details’ will open the above window to all the users’ reports for a plant. The user’s own reports are listed first.

27. Custom Menu The Custom Menu is the area where users can create their own reports and upload Excel workbooks designed to work with the set of tags selected for the report.

28. Click on the button “Create My Report” to enter the area to develop a user’s report.

29. The Custom screen defaults to display all the reports created by the user. The user can delete a report, add/delete data points, see all details for their report and add/delete Excel workbooks to use with their report.

30. Selecting the plant name under the “Reports” heading will bring up all the reports for the plant. • The user’s own reports are listed first. • Plant Administrators can edit all reports for their plant. • All other users can view report details but can only edit data points or Excel workbooks for their own reports.

31. Selecting “View” under the “Details” column provides this list of all data points and Excel files available for a particular report.

32. Selecting “Edit” under the “Excel Files” column allows the user to manage the Excel workbooks associated with their reports.

33. Click on “New Report” to bring up screen to start entry for a user report.

34. The “Tags for Custom Report” pop-up will appear when the new report is added. From here the user can add, edit or delete tag points to the report the same way as tags are selected for general reports.

35. Selecting ‘Edit’ under the ‘Excel Files’ column allows users the ass/edit/delete Excel files associated with their custom report. The current report, ‘Treated Effluent”, has no customized Excel files available. Select ‘Add New Workbook’ button to name and upload a new Excel file.

36. The user provides a name for the Excel workbook, then clicks the ‘Browse’ button to locate their Excel file and upload it to the ODMS server.

37. After selecting the “Browse’ button, the familiar Windows file dialog box appears. The user can browse to the location of their Excel workbook and select it. Clicking on the ‘Open’ button retrieves the file for the upload.

38. The ‘File to Load’ field is completed automatically. Defaults for summarization and timeframe can be set for an Excel report. The user clicks the ‘Add’ button to upload the Excel file to the ODMS server where it is available for all to use.

39. The uploaded Excel workbook, TreatedEffluentSample.xls’, is now available to use with the custom report group, ‘Treated Effluent’.

40. User Menu Data Administration: Data Entry Review & Approve Min/Max Violation

41. Those with administrative rights will also have menu choices for… • Data Administration • Database Administration

42. Data Entry Entries over multiple days • Data entry allowed for multiple days for each tag. • Only one entry per day day is allowed. Multiple entries per day • Data entry now allows multiple entries per day. • Multiple entries are only possible one day at a time.

43. Select ‘New Entry’, then select: • Number of days • Date to begin and time • Entry group • ‘Choose’ button

44. 3 days of data entry have been selected. Some of the days already have entries. Only one entry per day is allowed with multiple day selection.

45. For multiple entries in one day, choose 1 day and be certain to set the data timestamp.

46. After the first data entry for the day, the last timestamp and data for the day will be displayed and be ready for the next entry.

47. Data Review and Approval Data points can be configured for review and approval by Plant Approve and above users, except for LIMS data.

48. Select the timeframe for data approval. The available approval groups that need checked will be shown.

49. Select the check box to approve individual values. Select ‘Approve All’ button at bottom of screen (not seen in this frame) to approve all current values shown. Select the ‘Edit’ button to edit individual values. An audit trail is created for all edited data.

50. Min/Max Violations Data points can be configured with a “Valid Min” and a “Valid Max”. Those with Plant Admin or ODMS Admin rights can “flag” data outside of the range, to exclude that data from reports. LIMS data cannot be flagged.