SMARTPLANT REVIEW 2015

BASIC TRAINING MANUAL

If you have any questions or comments about SPR,

please contact:

[email protected]
Revision 3
 SPR BASIC TRAINING MANUAL

Table of Contents
USING THE HORIZON SPR APPLICATION ............................................................................. 5
UNDERSTANDING THE HORIZON SPR APPLICATION ................................................................................ 6
USING THE TREE MENU ............................................................................................................................ 8
USING THE TABS BAR AND VIEW PORTAL ................................................................................................ 9
OPENING AN OPERATIONS SPR SESSION ................................................................................................ 10
OPENING A COMBINED PLANTS SPR SESSION ........................................................................................ 11
VIEWING OPERATIONS IMAGES .............................................................................................................. 12
VIEWING TURNAROUND IMAGES ........................................................................................................... 13
OPENING A MAJOR PROJECTS SPR SESSION ........................................................................................... 15
VIEWING TRAINING MATERIALS ............................................................................................................. 16
VIEWING TRAINING VIDEOS.................................................................................................................... 17
VIEWING TURNAROUND VIDEOS ............................................................................................................ 18
HELP WITH SPR ....................................................................................................................................... 19
USING SPR SOFTWARE .........................................................................................................20
ADJUSTING THE VIEW LAYOUT WINDOWS............................................................................................. 20
DISPLAYING THE ENTIRE PLANT .........................................................................................21
ADJUSTING THE BACKGROUND COLOR .................................................................................................. 22
DISPLAYING THE NORTH ARROW (Axis).................................................................................................. 24
ADJUSTING THE SPEED OR SENSITIVITY OF MOVING AROUND ............................................................. 25
CHANGING THE AMOUNT OF DETAIL WHEN MOVING AROUND ........................................................... 26
NAVIGATING THE MODEL......................................................................................................27
USING THE NAVIGATION PANE ............................................................................................................... 27
USING THE POSITION CONTROL BOX ...................................................................................................... 28
USING THE MOUSE AND KEYBOARD....................................................................................................... 29
COMMON MOVEMENT PROBLEMS ........................................................................................................ 30
SELECTING AND VIEWING COMPONENT INFORMATION ...................................................31
SEARCHING FOR OBJECTS ....................................................................................................................... 33
ACTIVITY – FIND AN OBJECT ................................................................................................................... 39
DISPLAY SETS ........................................................................................................................43
CREATING DISPLAY SETS ......................................................................................................................... 43
ADDING ADDITIONAL SEARCH CRITERIA TO EXISTING DISPLAY SETS ..................................................... 49

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MODIFYING SEARCH CRITERIA IN EXISTING DISPLAY SETS ..................................................................... 52

CREATING A DISPLAY SET BY SELECTING AN OBJECT.............................................................................. 55
GROUPING DISPLAY SETS INTO FOLDERS ............................................................................................... 56
ACTIVITY - CREATE A DISPLAY SET .......................................................................................................... 58
MATERIALS .............................................................................................................................................. 62
ACTIVITY - CREATE 2 DISPLAY SETS AND ASSIGN MATERIALS ................................................................ 62
IMPORTING / EXPORTING DISPLAY SETS ...........................................................................74
ACTIVITY – IMPORT 2 DISPLAY SETS (Common, Value Stream) .............................................................. 74
IMPORTING THE COMMON DISPLAY SETS.............................................................................................. 74
IMPORTING VALUE STREAM DISPLAY SETS ............................................................................................ 76
EXPORTING DISPLAY SETS ....................................................................................................................... 80
CLIPPING VOLUMES ..............................................................................................................83
ACTIVATING CLIPPING VOLUME ............................................................................................................. 84
USING THE CLIP VOLUME BOX ................................................................................................................ 85
ACTIVITY – CREATE A CLIP VOLUME ....................................................................................................... 87
SAVE AND RECALL VIEWS....................................................................................................91
ACTIVITY – CREATE A SAVED VIEW ......................................................................................................... 91
ACTIVITY – RECALL A VIEW ..................................................................................................................... 94
TEXT ANNOTATIONS ..............................................................................................................95
ACTIVITY – CREATE A TEXT ANNOTATION .............................................................................................. 95
ACTIVITY – MOVE A TEXT ANNOTATION................................................................................................ 98
EDITING TEXT ANNOTATIONS ............................................................................................................... 101
DELETING TEXT ANNOTATIONS ............................................................................................................ 102
EXTRACTING IMAGES (SNAPSHOTS) ................................................................................103
MEASUREMENTS .................................................................................................................104
TAKING SURFACE MEASUREMENTS...................................................................................................... 105
TAKING SHORTEST DISTANCE MEASUREMENTS................................................................................... 108
TAKING SNAPLOCK MEASUREMENTS ................................................................................................... 110
ACTIVITY – TAKE A SNAPLOCK MEASUREMENT.................................................................................... 114
USING FUSION ......................................................................................................................117
PIPING ................................................................................................................................................... 118
INSTRUMENTATION: ............................................................................................................................. 124

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EQUIPMENT: ......................................................................................................................................... 129

ACTIVITY – FIND AN OBJECT AND THEN FIND RELATED WORK ORDERS .............................................. 134
GETTING SPR HELP .............................................................................................................140

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USING THE HORIZON SPR APPLICATION

The Horizon SPR application is used to launch SPR at Horizon. It is unique to CNRL and has
been set up to allow SPR users to open any part of Horizon as well as to access training
materials and pictures or to ask for assistance.

To open Horizon SPR, from the PC’s start menu:

All Programs > Horizon_SPR > Horizon SPR

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UNDERSTANDING THE HORIZON SPR APPLICATION

When the Horizon SPR application launches, the following will be displayed:

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The Horizon SPR interface is made up of three areas - the Tree Menu, the Tabs Bar and the
View Portal:

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USING THE TREE MENU

The Tree Menu is the starting point to open SmartPlant Review sessions, access training
materials and images or to request help.

Select a button from the Tree Menu to gain access to any of the following options:

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USING THE TABS BAR AND VIEW PORTAL

Once a button has been selected on the Tree Menu, the corresponding tab will appear in the
Tabs Bar, beside the About tab and related information will be displayed in the View Portal.

For example: Select U2 (Upgrading and Utilities) on the Tree Menu.

Operations AsBuilt-U2 tab will appear in the Tabs Bar.

Multiple tabs may be present in the Tabs Bar at one time. To close a tab, left-click the x.

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OPENING AN OPERATIONS SPR SESSION

To open an Operations SPR session, select one of the following from the Tree Menu:

Select the appropriate SPR session from the View Portal with a left-click on the PLANT button.

The Operations SPR session will download on to your PC and open.

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OPENING A COMBINED PLANTS SPR SESSION

Choose Combined Plants from one of the three categories shown in the Tree Menu.

Then select a value stream from the View Portal.

This will launch SPR:

1. Choose from any of the plants listed by using the CTRL key to pick more than one file.

2. Total memory must be smaller than the memory available in order to open the combined
SPR session.

3. Click on "OK"

4. The “Combined Plants” SPR session will download on to your PC and open.

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VIEWING OPERATIONS IMAGES

To view pre-defined snapshots of the Horizon plant, choose from the following:

1. Tree Menu > Operations-AsBuilt > Images

2. From the directory shown next to the tree menu, choose from the folders. (ie. the ‘Misc’
folder contains images from some of the plants under Operations, labeled with main
equipment tags.
3. Left-click on a filename from the View Portal.

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VIEWING TURNAROUND IMAGES

To view pre-defined snapshots of supporting images for Turnaround:

1. Tree Menu > Turnaround > Images

2. From the directory shown next to the tree menu, choose a folder (ie. Columns).
3. Left-click the appropriate item from the View Portal.

Note: These images are periodically created by the EIT team and cannot be assumed to be up
to date. For the newest information, open the corresponding SPR session.

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These image files can be saved and/or printed.

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OPENING A MAJOR PROJECTS SPR SESSION

To open a Major Projects SPR session, select one of the following from the Tree Menu:

Double left-click the appropriate batch file from the file folder.

To determine the appropriate batch file, please refer to the Horizon Major Project List PDF.

The Major Project SPR session will download onto the PC and open.

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VIEWING TRAINING MATERIALS

To view SPR related training documents:

1. Tree Menu > Training > Documents

2. Left-click the appropriate item from the View Portal

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VIEWING TRAINING VIDEOS

1. Tree Menu > Training > Videos

2. Left-click the appropriate item from the View Portal

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VIEWING TURNAROUND VIDEOS

Fly-through videos of the Horizon Plant shows the Basescope and AWR work order locations for
Turnaround. They are being updated every month leading up to Turnaround.

1. Tree Menu > Turnaround > Videos

2. Left-click the appropriate item from the View Portal. The video will be downloaded to
your local PC and then automatically play.

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HELP WITH SPR

Select Assistance under Contact Us

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Outlook will generate a new e-mail for you to send your question(s). Someone will be able to
assist you as soon as possible.

USING SPR SOFTWARE

ADJUSTING THE VIEW LAYOUT WINDOWS

To display only one layout window in the Plant window:

Window > View Layout > Single

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If the 3D view displays a grey SmartPlant logo background,

Window > View Layout > Single to restore Main View.
This is often the result of clicking x on the window accidentally.

DISPLAYING THE ENTIRE PLANT

To display the entire plant:

Home (house symbol in circle) in the top right hand corner of the window

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The screen will now display:

ADJUSTING THE BACKGROUND COLOR

The background color of the sky can be adjusted. In the example below, the background color
is being changed to blue.

Right-click anywhere in the 3D view window and select View Settings

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Change the background color from black to blue:

1. In the View Settings window > Edit 3. In the Colors window > OK
2. In the Colors window, select new color 4. In the View Settings window > OK

The background will now display:

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DISPLAYING THE NORTH ARROW (Axis)

To display a North arrow in SPR:

Right-click anywhere in the 3D view window and select Axis

The axis will appear in the bottom left corner of the window:

Note the N (North), E (East) and El (Elevation) notations.

The axis will rotate as the view changes.

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ADJUSTING THE SPEED OR SENSITIVITY OF MOVING AROUND

The speed or sensitivity of moving around in SPR can be increased or decreased to suit the
user’s preference.

To adjust speed or sensitivity:

Right-click anywhere in the 3D view window and select Motion Settings

On the Rates tab of the Motion Settings window:

1. Uncheck Auto adjust

2. Type a move speed between 0.05m and 5m in the Move field
3. OK

Entering a high number, such as 5m for the move speed allows for very quick movement around
the SPR session. Entering a low number, such as 0.05m, permits for slow movement around
the session.

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CHANGING THE AMOUNT OF DETAIL WHEN MOVING AROUND

The amount of detail displayed while moving around in an SPR session is adjustable.

Increasing the amount of detail displayed decreases the application’s performance.

To adjust the amount of detail displayed:

Right-click anywhere in the 3D view window and select Motion Settings

(refer to Adjusting the Speed or Sensitivity of Moving Around section for screenshot)

On the Range Reject tab, ensure that Activate is checked and type 1 through 48 in the Main,
Plan or Elevation fields.

On the Range Reject tab of the Motion Settings window:

1. Check Activate
2. Type 1-48 in the Main, Plan or Elevation fields
3. OK

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NAVIGATING THE MODEL

There are several ways to navigate in SPR. This manual contains the three most used methods
of moving around.

USING THE NAVIGATION PANE

The Home and Helicopter buttons are key buttons to remember and will be used often.

The Home button has been programmed to fit the entire plant in the 3D view window.

The Helicopter button rotates the view by positioning a crosshair (shown in the middle of
the screen) over an object when the left mouse button is held down.

Rotate about the crosshair pivot point by moving the mouse around slowly.

To exit Helicopter mode, press ESC (escape) on the keyboard.

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USING THE POSITION CONTROL BOX

To modify the Position Control:

View > Position Control

North, East and Elevation values are changed by typing new values into their respective fields
or by left-clicking the up and down arrows to their right.

Bearing (the direction you are facing) and Elevation (looking up or down) degrees are changed
by typing new values into their respective fields, left-clicking the up or down arrows to their right
or by left-clicking and dragging the mouse on either compass.

Sample Position Control window:

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USING THE MOUSE AND KEYBOARD

Shift + Left Mouse

To pan left, right, up or down, hold down the Shift key on the keyboard, left-click in the 3D view
window and move the mouse.

Note: This does not move forwards or backwards.

Alt + Left Mouse

To look up, down or around, hold down the Alt key on the keyboard, left-click in the 3D view
window and move the mouse.

Note: This neither changes the coordinates nor moves forwards or backwards.

Left Mouse Alone

The Forward/Back, Left/Right button must be selected on the Toolbar to move forward
or backward with the left mouse alone:

Hold down the left mouse button while moving mouse up or down.

Note: This does not change the elevation.

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COMMON MOVEMENT PROBLEMS

Experiencing movement issues in SPR is not uncommon.

Often, the rates in the Motion Settings window are set too high and should be lowered (refer to
Adjusting the Speed or Sensitivity of Moving Around section).

Having too high of motion rates impedes the use of the on screen Navigation buttons (refer to
Changing the Amount of Detail When Moving Around section) making it difficult to move in
small increments.

When experiencing difficulty moving around using the Left Mouse movement method, ensure
that the correct button is selected on the Toolbar.

Often, the Select button is in use, rather than the Forward/Back, Left/Right button

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SELECTING AND VIEWING COMPONENT INFORMATION

SPR has the capacity to select and view information about objects including piping, equipment,
instruments, steel and many more.

To view information about objects:

Toolbar > Properties

The Properties window will open.

To resize a window, move the mouse cursor to any edge or corner of the window until a double-
headed arrow appears. Once this arrow appears, left-click the mouse and drag it up, down, left,
right or diagonally to make the window larger or smaller.

Ensure that the Select button is highlighted on the Toolbar or the Navigation Pane at the top
right of the screen.

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Left-clicking on an object in the model populates the Properties window with that object’s
information.

Most queries require Label Data only.

To hide the Graphic Data:

Left-click the collapsible control button in the Properties window.

1. Left-Click Object in 3D view

2. Take note of data displayed
3. Left-Click the collapsible control button to collapse or expand data

Many users prefer to leave the Properties window open on the right monitor.
This keeps the left monitor free for the 3D view window.

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SEARCHING FOR OBJECTS

To search for an object:

Edit > Find Object

The Find Object hotkey is Ctrl+F on the keyboard.

In the Find Object window:

1. Left-click anywhere in the first <Custom> drop-down menu

2. Left-click anywhere in the second <Custom> drop-down menu

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If this is the first time searching for a specific object:

Edit Definition window > Insert

For previously searched objects, clear existing search results before defining search:
Edit Definition window > Delete > Insert

1. Find
2. Data
3. ANY_NAME
4. =

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Once the Enter Data window appears:

1. Type the object name into the Data field [33-C-1]

2. OK

SPR recognizes asterisks (*) as wildcards for searches.

For example, typing 33-C-* into the Data field yields search results for
33-C-1, 33-C-2, 33-C-3, etc.

In the Edit Definition window:

1. Left-Click search result [FIND > Data > ANY_NAME > = 33-C-1]
2. OK

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Once an object has been selected, it will become red while the other parts of the plant turn a
transparent grey:

To expand the Find Object window:

Left-click the Show Details button

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In the Find Object window, please note the Fit and Show options.

To fit all objects into the main view:

Fit > All

To fit all objects matching the currently selected query into the main view:

Fit > Query

To display elements matching the search results as well as non-matching elements:

Show > All

To display only elements matching the search results:

Show > Query

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Results of an object search for 33-C-1 with Fit > Query and Show > Query selected in the Find
Object window:

Searching for an object will automatically display its data in the Properties window.

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ACTIVITY – FIND AN OBJECT

Edit > Find Object

In the Find Object window:

1. Left-click anywhere in the first <Custom> drop-down menu

2. Left-click anywhere in the second <Custom> drop-down menu

If this is the first time searching for a specific object:

Edit Definition window > Insert

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For previously searched objects, clear existing search results before defining search:
Edit Definition window > Delete > Insert

1. Find
2. Data
3. ANY_NAME
4. =

Once the Enter Data window appears:

1. Type the object name into the Data field [33-P-000173-42"-AACH]

2. OK

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In the Edit Definition window:

1. Left-Click search result [FIND Data ANY_NAME = 33-P-000173-42"-AACH]

2. OK

In the Find Object window:

Fit > Query

Show > All

This search result will display:

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The Navigation Pane enables zooming in and out to see where the item is located in the plant:

To toggle off all other objects and show the searched object only:

In the Find Object window:

Show > Query

This search result will display:

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DISPLAY SETS
Display Sets are user-defined collections of graphic objects, similar to a filter.
A common use for Display Sets is to permanently save an object search result.
Display Sets can be modified by color and combined to include multiple objects.
For example, a pump and related inlet/outlet piping may be combined into a single Display Set.

CREATING DISPLAY SETS

View > Project Manager

To resize a window, move the mouse cursor to any edge or corner of the window until
a double-headed arrow appears. Once the arrow appears, left-click the mouse and
drag it up, down, left, right or diagonally to make the window larger or smaller.

Many users prefer to leave the Properties window open on the right monitor. This
keeps the left monitor free for the 3D view window.

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In the Project Manager window:

1. Right-click on Display Sets

2. New
3. Display Set

In the New Display Set window:

1. Type a name for the Display Set in the Name field

- The name should be relevant to the type of display set to be created,
e.g., Insulation, Firewater, Exchangers or Piping.
2. Edit

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Edit Definition window > Insert

1. Find
2. Level
3. Select 54 from list
4. OK

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Once the Edit Definition window appears:

1. Left-Click search result [FIND Level 54]

2. OK

New Display Set window > OK

The new display set [Insulation] will now appear in the Project Manager window:

Display Sets can be toggled on and off by checking or unchecking the respective box
on the Tree Menu of the Project Manager window.

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Example of Insulation Display Set toggled On (checked):

Example of Insulation Display Set toggled Off (unchecked):

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Example of Insulation Display Set toggled On (checked)

With Ungrouped Elements toggled Off (unchecked):

Ungrouped Elements represent all the objects in the 3D view window except those
defined in as Display Sets.

In this example, only the Insulation is shown in the 3D view window, as Ungrouped
Elements is unchecked.

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ADDING ADDITIONAL SEARCH CRITERIA TO EXISTING DISPLAY

SETS

Often, Display Sets require more than one search criteria to toggle on and off at one time.

To add additional search criteria to an existing Display Set:

In the Project Manager window, Double left-click the existing Display Set

In the Edit Display Set Definition window:

1. Type additional text into Name field to modify Display Set name [and Handrails]
2. Edit

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In the Edit Definition window:

1. Insert
2. Select criteria [FIND Level 22]
3. OK

1. Highlight Add Level 54

2. Insert

1. Select criteria [KEEP ONLY Color 120]

2. OK

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In the Edit Display Set Definition window:

OK

Toggle off “Ungrouped Elements” by unchecking the checkbox.

ALL Insulation and Handrails

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MODIFYING SEARCH CRITERIA IN EXISTING DISPLAY SETS

This example involves changing a Display Set containing 33-P-000321-10"-AAEA to contain

33-IWR-000007-6"-AANW instead.

A Display Set, with only 33-P-000321-10"-AAEA as Definition Criteria will display:

To modify search criteria to an existing Display Set:

Double left-click the existing Display Set in the Project Manager window:

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In the Edit Display Set Definition window:

1. Retype text into Name field to modify Display Set name [33-IWR-000007-6"-AANW]
2. Edit

In the Edit Definition window:

Left-click the tag number

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In the Enter Data window:

1. Retype text into Name field to modify Display Set name [33-IWR-000007-6"-AANW]
2. OK

In the Project Manager window:

Uncheck Ungroup Elements and check new display set [33-IWR-000007-6"-AANW]:

The display set has changed to reflect the new definition criteria:

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CREATING A DISPLAY SET BY SELECTING AN OBJECT

This method is a quick way of creating a display set by choosing one object. Therefore, if you
select an object, and it is only a small piece of an equipment or structure, then this method may
not be the best way. However, you can still add more lines to the display set definition.

1. Left click to select an object.

2. Without moving your cursor, right-click and choose New Display Set

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3. From the Project Manager, rename the display set and press enter. ie. Coker 1.

Double-click on the new display set to see the search criteria.

4. SPR automatically uses “Picked Object(s)”. You can still edit the search criteria if
needed, by adding lines to the definition.

GROUPING DISPLAY SETS INTO FOLDERS

To group Display Sets into folders based on common search criteria:

In the Project Manager window, create a new folder:

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5. Right-click Display Sets

6. New
7. Folder

1. Right-Click New Folder

2. Rename

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In the Project Manager window:

Retype text in highlighted field to rename folder [Piping]:

Left-click and hold the Display Set to drag and drop it onto the Piping folder:

ACTIVITY - CREATE A DISPLAY SET

View > Project Manager

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1. Right-click Display Sets

2. New
3. Display Set

In the New Display Set window:

1. Type a name for the Display Set in the Name field [Maintenance Envelope]
2. Edit

Edit Definition window > Insert

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In the Edit Definition window:

1. Find
2. Color
3. Select 110 – 117
a. Left-click 110
b. Hold Shift key on keyboard
c. Left-click 117
4. OK

Edit Definition window > OK

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New Display Set window > OK

The Maintenance Envelope Display Set will appear in the Project Manager window:

Uncheck the box beside the Maintenance Envelope Display Set to toggle it off:

On Off

Maintenance Envelopes are created by designers to reserve space for non-physical

items (e.g., the space required for removable bundles).
To identify Maintenance Envelopes, uncheck Ungrouped Elements.

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MATERIALS

Material Assignments change the visual properties of selected model elements.

Many users first create a Display Set and then Assign Materials to it in order to make the
group stand out from the rest of the 3D objects.

ACTIVITY - CREATE 2 DISPLAY SETS AND ASSIGN MATERIALS

View > Project Manager

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In the Project Manager window:

1. Right-click Display Sets

2. New
3. Display Set

In the New Display Set window:

1. Type a name for the Display Set in the Name field [All Objects]
2. Edit

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Edit Definition window > Insert

In the Edit Definition window:

1. Find
2. File
3. Select All
4. OK

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New Display Set window > OK

The All Objects Display Set will appear in the Project Manager window:

View > Project Manager

In the Project Manager window:

1. Right-click Display Set [All Objects]

2. Assign Material

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In the Assign Materials to Display Set window:

1. Type the name of the Material Palette in the Material Palette file window [hrz_spr.pal]
2. Browse

If this if the first time assigning materials from the hrz_spr palette, a Browse dialogue box will
appear:

Browse window > Open

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In the Assign Materials to Display Set window:

1. Select [Future] from the Name drop-down list

2. OK

View > Project Manager

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In the Project Manager window:

1. Right-click Display Sets

2. New
3. Display Set

In the New Display Set window:

1. Type a name for the Display Set in the Name field [Exchangers]
2. Edit

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Edit Definition window > Insert

In the Edit Definition window:

1. Find
2. Data
3. ANY_NAME
4. =

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In the Enter Data window:

1. Type the object name into the Data field [33-E-*]

2. OK

Edit Definition window > OK

New Display Set window > OK

The Exchangers Display Set will appear in the Project Manager window:

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View > Project Manager

In the Project Manager window:

1. Right-click Display Set [All Objects]

2. Assign Material

In the Assign Materials to Display Set window:

1. With [horz_spr.pal] displaying under Material Palette file:

2. Select [EMF - Red] from the Name drop-down list
3. OK

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The Exchangers Display Set will appear with a red box in the Project Manager window:

With All Objects and Exchangers Display Sets toggled on with above materials assigned, the
3D view will display:

If assigned materials are not displayed by the color selected (i.e., Exchangers do
not appear red in above activity) toggle the materials assignment on and off by
left-clicking twice (off/on) on the colored box next to the Display Set in the Project
Manager window:

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Due to objects being found in multiple groupings (e.g., levels, color and files) they might display
even when not toggled on.

If a display set is toggled off (unchecked):

and its objects are still displayed:

In the Project Manager window:

Check and uncheck the box next to the display set to reset.

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IMPORTING / EXPORTING DISPLAY SETS

Importing and exporting display sets allows the user to import project related filters and to
choose only what they need for their individual SPR sessions. This is important, since importing
too many display sets may slow down any navigation within your sessions. Project-specific
display sets are created by the EIT team, and are updated periodically. They are available for
import, along with your downloaded SPR sessions. Display Sets can also be exported for
others to import to their sessions.

ACTIVITY – IMPORT 2 DISPLAY SETS (Common, Value Stream)

IMPORTING THE COMMON DISPLAY SETS (includes ‘Envelopes’, ‘Insulation’,

etc.):

File>Import>Display Sets:

From the Import Display Sets window click on Browse:

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SPR should default to the same directory that your opened session resides in.

1. From the Select Display Set Definition File window select [Common-
SPRDisplaySets.mdb].
2. Open

1. From the Import Display Sets window click on Select All.

2. Import
3. Close

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The new display set folder will appear in the Project Manager. Click on the + sign beside the
display set folder to expand it:

Display sets will appear under the folder:

IMPORTING VALUE STREAM DISPLAY SETS (ie. Plant_33_DisplaySets.mdb)

File>Import>Display Sets:

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From the Import Display Sets window click on Browse:

SPR should default to the same directory that your opened session resides in.

1. From the Select Display Set Definition File window Select

[Plant_33_DisplaySets.mdb].
2. Open

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OPTION 1: CHOOSE DISPLAY SET FOLDERS

1. Select the desired folder(s) from the Folder list. Each folder may contain several display
sets (see Option 2 for example). To choose more than one folder, hold the CTRL key on
your keyboard or use the SHIFT key while left-clicking with the mouse to choose
consecutive folders.
2. Import
3. Close

Here are the imported display sets:

Click on the + beside a folder to expand and show the display sets:

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OPTION 2: CHOOSE DISPLAY SETS From a single selected folder:

1. Check on “From a single selected folder”.

2. Under “Folder name” choose a folder from the drop-down list.
3. Select your desired display sets or choose Select All. To choose more than one display
set, hold the CTRL key on your keyboard or use the SHIFT key while left-clicking with
the mouse to choose consecutive display sets.

Here are the imported display sets:

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EXPORTING DISPLAY SETS

Display sets can also be exported for others to import to their sessions. This works only if they
are working in the same plant (ie. If user A is working on Plant 33 and he exports selected
display sets. Then, user B must also be working on Plant 33 in order to import User A’s display
sets).

Exporting display sets works very similarly to importing.

File>Export>Display Sets:

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From the Export Display Sets window click on Browse:

SPR should default to the same directory that your opened session resides in.

1. From the Select Display Set Definition File window type in a File name:

ie. My_display_sets

2. Open

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1. From the Export Display Sets window do one of the following:

a. Select a folder(s) (as shown - use SHIFT or CTRL key to select more than one)
b. Check on “From a single selected folder”. Select a folder. Then select the
display set(s) that you wish to export
c. Choose Select All
2. Export
3. Close

Open up your Windows Explorer. The display sets will have a .mdb extension. Find the file and
copy it to your L:\ so that another user can copy it to their local station
(C:\Users\Public\Documents\SPR\PLANT_33) and import the display sets from there.

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CLIPPING VOLUMES

Clipping volumes toggle off objects around a rectangular volume to eliminate objects not
necessary in the 3D view.

Position the bearing to have an object to isolate in the 3D view window.

This example uses 33-C-51:

On the Navigation Pane, use Select and Fit to highlight the Fractionator 33-C-51:

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ACTIVATING CLIPPING VOLUME

Toolbar > Activate Clipping Volume

The 3D view will display:

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USING THE CLIP VOLUME BOX

Toolbar > Clip Volume

The object will now be encased in a red wire frame and the Clip Volume window will appear:

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The Clip Volume window contains controls for the red wire frame that encases objects and the
level of detail it contains:

Left-click one side of the cube or an arrow, then click and drag the slider to increase
or decrease the amount of detail in a clip volume red wire frame.
Clip Volumes allow users to isolate equipment without viewing the entire plant.

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ACTIVITY – CREATE A CLIP VOLUME

Position the bearing to have the Plant 33 Exchanger Structure in the 3D view window facing
west:

Press and hold Ctrl on the keyboard and left-click each Exchanger in the 3D view:

Note: the Exchangers are highlighted in pink below.

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With the Exchangers highlighted:

Toolbar > Activate Clipping Volume

The 3D view will display:

Toolbar > Clip Volume

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The selected Exchangers will now be enclosed in a red wire frame and the Clip Volume
window will appear:

Select elements from the Clip Volume window to increase or decrease the amount of detail
shown around the Exchangers.

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Adjust the Clip Volume to the desired level of detail:

The North Clipping Volume is highlighted in red.

Use the Axis to note the direction being clipped.

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SAVE AND RECALL VIEWS

The Save and Recall View function saves the current view displayed in the Main View window.

The ability to organize saved views into groups allows for easy recall of important views.

ACTIVITY – CREATE A SAVED VIEW

In Plant 33:

1. Orient the Axis to face South

2. Ensure that the Select button on the Navigation Pane is on
3. Highlight the Blowdown Tower (left-click)
4. Left-click the Fit button on the Navigation Pane

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View > Save and Recall

Save and Recall Views window > Add

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The Add Current View window will appear:

In the Add Current View window:

1. Type a Frame number

2. Type a Name
3. Add a description of the view
4. OK

The Save and Recall Views window will appear:

Save and Recall Views window > Close

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ACTIVITY – RECALL A VIEW

View > Save and Recall

In the Save and Recall Views window:

1. Left-click the Frame [1 Exchanger Structure] from the Main views field
2. Recall View

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TEXT ANNOTATIONS

Adding text to 3D views allows the user to mark up the view.

This text can be printed with the view or saved on a JPEG for future reference.

ACTIVITY – CREATE A TEXT ANNOTATION

Accessories > Text Annotations > Place > One

If placing more than one text annotation, select Many rather than One to save time.

1. Left-click the object

2. Left-click to select the location for the center of the text box

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The Place Annotation window will appear:

1. Select data attribute(s) from drop-down list [Line: 33-P-001130-20"-AANH]

Can enter more than one attribute or manually type in the Annotation field.
2. Check Persist (when exiting SPR, text will not save if this is not selected)
3. OK

The chosen text box will appear:

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The Place Annotation window contains many text options.

Frequently changed options include leader/no leader, text color and background color.

To change the font of the Text Annotation:

In the Place Annotation window, select Font

1. In the Font window, change any number of font attributes

2. In the Font window > OK
3. In the Place Annotation window > OK

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ACTIVITY – MOVE A TEXT ANNOTATION

To change the location of the Text Annotation:

Accessories > Text Annotations > Move > One > Left-click text box

In the Move Annotation window:

1. Check Center
2. Select

In the Main View window > Left-click new center location of text annotation:

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Move Annotation window > Apply

In the Move Annotation window:

1. Check Leader
2. Select

In the Main View window > Left-click new leader location of text annotation (must be on
object):

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Move Annotation window > Apply

The text annotation will now appear in the new location:

Before After

Complete Instructions to change location of text annotation:

1. Accessories > Text Annotations > Move > One > Left-click text annotation box
2. Move Annotation window > Center > Select
3. Main View window > Left-click new center location of text annotation
4. Move Annotation window > Apply
5. Move Annotation window > Leader > Select
6. Main View window > Left-click new leader location of text annotation
7. Move Annotation window > Apply

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EDITING TEXT ANNOTATIONS

Accessories > Text Annotations > Edit > One > Left-click text box

In the Edit Annotation window:

1. Type new content in Annotation field

2. OK

The Esc key on the keyboard exits the Annotation command at any time.

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DELETING TEXT ANNOTATIONS

Accessories > Text Annotations > Delete > One > Left-click text box

In the Text Annotation window > Yes

To toggle Text Annotations on and off: Accessories > Text Annotations > Display

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EXTRACTING IMAGES (SNAPSHOTS)

View > Snapshot

In the Snapshot View window:

1. Edit any number of Snapshot elements [Width, Height, File name]

2. OK

Change file extensions manually to .jpg from .bmp to save storage space.

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MEASUREMENTS

SPR is capable of various measurements, depending on the user’s accuracy requirements.

To add the Measure Toolbar:

View > Toolbars > Measure

Left-click and drag the Measure window to Toolbar to dock:

The Measurement button must be selected on the Toolbar prior to taking Measurements.

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TAKING SURFACE MEASUREMENTS

Surface Measurements allow users to determine the distance between any two selection
points.

Due to their freehand selection, Surface Measurements are difficult to repeat precisely and are
the least accurate type of measurement in SPR.

To take a Surface Measurement:

Toolbar > Surface Measurement

Note instructions on bottom left corner of screen:

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On an object, left-click the start point for measurement:

Toolbar > Surface Measurement

On the object, left-click the end point for measurement:

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The Surface Measurement will now appear:

Before moving on, delete previous measurements.

Toolbar > Delete all Measurement Collections

In the SmartPlant Review window > OK

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TAKING SHORTEST DISTANCE MEASUREMENTS

Shortest Distance Measurements allow users to determine the shortest distance between any
two objects.

To take a Shortest Distance Measurement:

Toolbar > Shortest Distance Measurement

On an object, left-click the start point for measurement:

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On another object, left-click the end point for measurement:

The Shortest Distance Measurement will now appear:

Before moving on, delete previous measurements.

Toolbar > Delete all Measurement Collections > OK

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TAKING SNAPLOCK MEASUREMENTS

Snaplock Measurements allow users to determine the distance between fixed locations on a
given piece of geometry.

Due to the set locations given for snaplock points, Snaplock Measurements are precise and
repeatable.

To take a Snaplock Measurement:

Toolbar > Snaplock Measurement

Left-click the object to be measured:

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Over the object, a set of nodes will appear:

Left-click one node as the start point for measurement:

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Toolbar > Snaplock Measurement

Left-click the object to be measured.

Left-click another node as the end point for measurement:

The Snaplock Measurement will now appear:

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Before moving on, delete previous measurements.

Toolbar > Delete all Measurement Collections > OK

The One-Click Measurement Mode button eliminates the need to repeat

measurement steps.

For instance, with the One-Click Measurement Mode button selected, the steps for taking a
Surface Measurement are reduced from four steps:

1. Toolbar > Surface Measurement

2. Left-click start point
3. Toolbar > Surface Measurement
4. Left-click end point

To three steps:

1. Toolbar > Surface Measurement

2. Left-click start point
3. Left-click end point

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ACTIVITY – TAKE A SNAPLOCK MEASUREMENT

View > Toolbars > Measure

Left-click and drag the Measure window to Toolbar to dock:

The Measurement button must be selected on the Toolbar prior to taking Measurements.

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Select One-Click Measurement Mode

Toolbar > Snaplock Measurement

Left-click the object to be measured (in this case, measure from weld to weld between the
elbows to get the pipe length):

Over the object, a set of nodes will appear:

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Left-click the center node on the first elbow as the start point for measurement:

Left-click the object again.

Left-click the center node on the second elbow as the end point for measurement:

The Snaplock Measurement will now appear:

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USING FUSION

Fusion is an interface accessible within SmartPlant Review. It allows the user to access
documents, work orders, reference and asset information at their fingertips. This interface
allows users to search for related information without the need to go to a separate source (ie.
McLaren). Fusion allows the user to simply click on an object (ie. equipment, piping) and find
related information in a separate window within SPR.

Launch Fusion within SmartPlant Review: Accessories > Show Related Information

1. The cursor changes and SPR prompts “Select 3D Object” on the bottom left hand
corner of the screen.
2. Left-click on an object (ie. Pipe).

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The following window will appear:

Depending on the type of object you click on, certain types of documents will be available for
piping, equipment, or instrumentation. Currently, the documents and work orders have been
populated with information from Documents Easy Search, and Maximo. In the future, the
Thickness Measurement Location (TML) information will be populated from the Visions program
(currently not available).

The following are examples for PIPING, INSTRUMENTATION, and EQUIPMENT related
information. Left-click on the document to open it. Once your document is open, you can ‘save
as’ to a new location (ie. L:\) or send to printer. Use the ‘Select New Tag’ button to choose a
new object.

PIPING

Under DOCUMENTS

Select Process Flow Diagram (PFD):

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Note: PFD’s are not associated with line numbers. Therefore, no PFD’s will be available
for piping.

Select P&ID (PID). Then select a document name to open the file.

For example, the PDF file of the P&ID document will now open. Save as or print from this
document. Do the same for any of the following documents.

Select ISO (ISO). Select a document to open under Document Name:

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Note: Where you select on the pipe line is important to know that only the related ISO drawing
will show for the part of the line that you’ve indicated or clicked on. Therefore, only one ISO will
be available to you per tag number. See below and how it relates to the above ISO example.

Select Data Sheet (DS):

Select Vendor Drawing (VDWG):

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Note: The following images shows documents for ETI’s and GA’s for a different line number.
This info was not available for the above line number.

To choose a new tag: from the FUSION – Show Related Information window click on Select
New Tag.

Left-click to choose an object:

Select Electrical Heat Tracing Isometric (ETI). Select a document to open under Document
Name:

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Select General Arrangement Drawing (GA). Select a document to open under Document
Name:

Note: The following images shows WORK ORDERS for line number 33-P-000171-42”-BACH.

This will not open work order documents, but will show basic information such as: work order
numbers, status, scheduled dates, etc.

Under WORK ORDERS

Select Today:

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Select Last Week:

Under REFERENCE

Thickness Measurement Location (TML) will be available at a later date:

Note: No IJHA’s exist for PIPING.

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Under ASSET

Asset Information simply shows the related asset number and the parent tag. There are no
documents available to click on:

INSTRUMENTATION:

From the FUSION – Show Related Information window click on Select New Tag.

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Left-click to choose an object:

Under DOCUMENTS

Select Process Flow Diagram (PFD). Select a document to open under Document Name:

Select P&ID (PID). Select a document to open under Document Name:

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Select ISO (ISO). Select a document to open under Document Name:

Select DATA SHEET (DS). Select a document to open under Document Name:

Select Vendor Drawing (VDWG). Select a document to open under Document Name:

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Select Electrical Heat Tracing Isometric (EIT):

Select General Arrangement Drawing (GA):

Under WORK ORDERS

Note: No work orders exist for this tag number.

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Under REFERENCE

Note: No TML’s exist for instrumentation.

The following images show Isolation Job Hazard Analysis (IJHA) for instrument 41-PSV-286:

Under ASSET

Asset Information simply shows the related asset number and the parent tag. There are no
documents available to click on:

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EQUIPMENT:

From the FUSION – Show Related Information window click on Select New Tag.

Left-click to select a new object:

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Under Documents

Select Process Flow Diagram (PFD). Select a document to open under Document Name:

Select P&ID (PID). Select a document to open under Document Name:

Select ISO (ISO). Select a document to open under Document Name:

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Select Data Sheet (DS). Select a document to open under Document Name:

Select Vendor Drawing (VDWG). Select a document to open under Document Name:

Select Electrical Heat Tracing Isometric (ETI):

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Select General Arrangement Drawing (GA):

Under WORK ORDERS

Select Today:

Select Last Week:

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Select Next Week:

Under REFERENCE

Thickness Measurement Location (TML) will be available at a later date:

Note: The following images show Isolation Job Hazard Analysis for equipment number
41-G-5

Select Isolation Job Hazard Analysis (IJHA). Select a document to open under Document
Name:

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Under ASSET

Asset Information simply shows the related asset number and the parent tag. There are no
documents available to click on:

ACTIVITY – FIND AN OBJECT AND THEN FIND RELATED WORK

ORDERS
Click on a PIPE, INSTRUMENT or EQUIPMENT and check if there are any work orders in:
Today, Last Week, or Next Week.

Note: the results changes daily, as Fusion only shows a span of seven days prior, and seven
days past today’s date.

First, search for an object (ie. 33-D-2A)

Edit > Find Object

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In the Find Object window:

1. Fit > Query

2. Show > All or Query.
3. Left-click on Custom

Select Custom

In the Edit Definition window:

Select Insert

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Select Find

Select Data

Select EquipNo

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Select =

In the Enter Data window:

Type in 33-D-2A in the Data field. Click on OK.

In the Edit Definition window > OK

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The search results will be shown in red:

It is optional to close the ‘Find Object’ window or leave it open.

To open the Fusion window:

Accessories > Show Related Information:

Left-click to select the equipment (33-D-2A):

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Select ‘Today’ under WORK ORDERS. There are four work orders showing:

Select ‘Last Week’ under WORK ORDERS. There are six work orders showing:

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Select ‘Next Week’ under WORK ORDERS. There are ten work orders showing:

Click on the X to close the Fusion window:

Note:

When closing SPR, this does not automatically close the Fusion window. Therefore, please
close the Fusion window before exiting SPR.

GETTING SPR HELP

Help for SPR is available any time.

Selecting Assistance from the Tree Menu in Horizon SPR will generate an email to the
AskSPR mailbox.

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