PETRONAS Engineering Data Management System

P-EDMS (v2019) Web Client User

© 2018 PETROLIAM NASIONAL BERHAD (PETRONAS)

All rights reserved. No part of this document may be reproduced

in any form possible, stored in a retrieval system, transmitted
and/or disseminated in any form or by any means (digital,
mechanical, hard copy, recording or otherwise) without the
permission of the copyright owner.
© 2017 Petroliam Nasional Berhad (PETRONAS) 1
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Introduction

What is P-EDMS?

• Is an abbreviation from PETRONAS Engineering Data

Management System for Project and Plant Operations.

• is a document & an integrated data management system.

• It is web-based for online documents management.

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• P-EDMS leverages on PETRONAS Technical Standard (PTS)

and Industry Best Practice for Work Processes and Technical
Specifications.
• It was endorsed in May 2014 as Standardized engineering
solution Group wide.

© 2017 Petroliam Nasional Berhad (PETRONAS) 3

 Access P-EDMS
Workflow for P-EDMS Access Management Request

REGISTRAR TEAM

[email protected]

Log In
• Ensure using Google Chrome Icon and Click the Project Title.
• Directly navigate to https://pedms.petronas.com/

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 Access P-EDMS

P-EDMS Admin

Workflow for P-EDMS Access Request

Log In (IWA)
• Click on “PETRONAS ID” under the “Sign
In With” Button
• Once credentials are entered, click Log In

Log In (Local Credential)

• Enter local “Username” & “Password”
• Once credentials are entered, click Log In

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 Home Page Navigation
User
Search box Name

Home

Back

Pins

Notifications

Quick Feature Sets

To Do List

Advanced
Search

Feature Sets

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 Icon Glossary

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 Search By Document And Drawing

• All Documents - To search all document (master index)

• Project Document – To search project documents only
• Correspondence Document – To search correspondence documents only
• Incoming/outgoing transmittal – To search related transmittals
• Create New Documents – to create new documents ( Validity for Admin Role )

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 Search Document by using Quick Find(QF) Box

1. Select Documents by
which category
( Defined specifically
criteria )

2. Press ‘Enter’
Button

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 Search Document by using Quick Find(QF)
(Filter Function)
2. Tick on which specifications
based on necessary need

1. Tick on ‘FILTER’
Function
3. Key-in data by
Description
Example :
“piping”

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View Document
To view the documents, click on the View button ( ).

Info :
If the Documents may contains several file attachments, a window will appear
prompting the user to choose which file to be viewed.

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 View Document Details
To view the Document Details such as General info, Numbering & Structure, Revision,
PBS and Misc info, click on the Document name. The Document details will then be
displayed as shown below.

Click here

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 Save File

Click Action

Click Save

Open &
View file in
another tab

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 Printing Files

Click Action

Click View

Click Print

Click Print

Change to your
Printer & Click
Print

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 How To Use Pins
Click Pins Toggle Multi Select File Click Add to
Select Mode Pinboard

Click Pinboard

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 WORKFLOW, EMAIL & TO-DO-LIST

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Overview of document approval work process by roles
(workflow for Approval – Final submission)

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 Email Notification [as Reviewer]
Once your PEDMS ID assigned with the document as Reviewer, you will received email notification as
below.

On your email, Click HERE in the

email link to directly open TO-
DO-LIST

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 To-Do-List [as Reviewer]
After click link in the email, it will directly go to To-Do-List as below (Required login for first time).

Click Here 2
To View
File

1
Click
here to
go to to-
do list

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 Markup [as Reviewer]
(Please Refer Page MARK UP GUIDE for Best Practice)

To be able to markup/comment on
the document, click Annotate option
and click New Markup.

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 How To Perform Markup

• Click here to select type of Markup (Annotate , Image ,

Changemarks , etc….

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 MARK UP GUIDE
Best Practices

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 Markup Tools

Markup
• New Tool Bar Icons

- Page Toggle ( Pages , Bookmarks , Layer , Measure )

- Markup Menu (New/Edit/Save/Review Consolidated Markup)

- Selection

- Zoom IN/OUT

- Page Orientation Setup

- Additional Options (Publish, Display setting/Print)

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 Text
Only comments made under Text command will be captured by Review Cycle Report. Thus as Commenting
Best Practice, users must use Text command and indicate Page Number and Document Section in creating
comments as shown in the sample below. Text properties may be modified using the text
options above Markup toolbar.

Note: Text window will prompt the user

to input comments.

Note : Kindly ensure to write

the comment in one line
(without press “Enter”
button)

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Don’t
 Use ChangeMark
For long comments/in paragraph, use ChangeMark tool to ensure long comments are insert aligned in
correct positon. ( Best markup practice, better way for DC generate CRS Layer during outgoing transmittal).
Thus as Commenting Best Practice, must use Text command and indicate Page Number and Document
Section in creating comments as shown in the sample below.

Note: Text window will prompt the user

to input comments.

Only press
“space
bar” once
in Title

Result in of
changemark Leave out blank for Title.

in PDF Comment best practice is to

include Page and which section
and name of reviewer.

Press ‘Enter’ to insert new

comment line
(for section)

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 Text and cloud
If use “cloud” and “text”, start with cloud “X”.
Example : Cloud 1 – Page 24 – Test comment - Maziya

Note : every page

start with cloud 1

If 1 comment for multiple cloud, use colour code

Example : Cloud Red – Page 25 – Test comment – Maziya

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 Strikethrough
Users may strikethrough items that need to be deleted by using Strikethrough command.

Strikethrough

! Indicates that
this page has
markup

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 Delete Markup
Step 3

Option 1:
Press Delete button

Step 1 Option 2:
Right Click on the selected
Click on Select Tool markup and click Delete.

Step 2

Select the Markup to

be deleted.

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 Save Markup
To save markups follow below step .

Step 1

Click Annotate > Save markup

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 Publish to PDF
Markups may be published to PDF by clicking on … > Publish to PDF option

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 Save Markup

How To Save Markup

• Press the Markup Menu -> Save Markup
• Fill the necessary details and Finish to save the markup
• Close Edit to close the current layer

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 Save Markup
Upon click Save button on Markup, please fill in form as per below.
Mandatory to saved as 'Review/Consolidate/Endorse/Approve' on description

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 Edit Markup

How To Edit Markup

• Press the Markup Menu -> Open for Edit..
• Select the markup files available to be edited.

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 Review Markup

How To Review Markup

• Press the Markup Menu -> Open for Review..
• Select the markup files available to be Reviewed.

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 Completed To-Do-List [as Reviewer]
After completed comment/markup into the document/drawing and save.

Go to TO-DO-LIST, proceed to completed To-Do-List.

1. Click action icon

2. Action > Click Completed to

complete To-Do-List

3. Leave Comments for next

workflow step. (Optional)

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 Email Notification [as Consolidator]

On your email, Click HERE in the

email link to directly navigate TO-
DO-LIST

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 To-Do-List [as Consolidator]

1. Click action icon

2. View icon to Open

Document

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 Comment/Markup [as Consolidate]

How To Consolidate Markup

• Select the markups layers to Review, on the Markup Menu -> Consolidate Markup
• Select Markup Menu -> Save Markup -> Input Details on the newly appeared form

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 Markup [as Consolidate]…
Leave description
“CONSOLIDATED”

Then, complete to-do-list as

standard step

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 To update CRS Response Status[Consolidator]

OR

1. Click on Workflow > Update

CRS Response Status 2. Select Response Status

NOTE : Consolidator insert the Doc Response

Status.
( Approval can update the code later
(if necessary) 3. Click UPDATE to finish
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 Complete To-Do-List [as Consolidate]

1. Click action icon

2. Action > Click Completed to

complete To-Do-List

Once Completed, document/drawing will be go to Approval.

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 Email Notification [as Approver]

On your email, Click HERE in the

email link to directly open TO-
DO-LIST

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 To update CRS Response Status(Optional)

OR

2. Select Response Status

Click UPDATE to save

1. Click on Workflow > Update
CRS Response Status

NOTE : Consolidator insert the Doc Response

Status.
( Approval can update the code later 3. Click UPDATE to finish
(if necessary)

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 Complete To-Do-List [Approval]

1. Click action icon

2. Action > Click Completed to

complete To-Do-List

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 M

PEDMS FEEDBACK FORM C

F
D

Link :

https://forms.office.com/Pages/ResponsePage.aspx?id=QYkuO0h5M
UGXirLfxylQkStQl4m-9-
lHtGgyj53PhLRUOVdKQVc4TjRJMjY1NzBNUTVRWFBXUDFENy4u

© 2020 Petroliam Nasional Berhad (PETRONAS) |

© 2017 Petroliam Nasional Berhad (PETRONAS) 47

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 Thank you
Video tutorial reference :

https://pedms.petronas.com/00_TRANING/video-main.html

Any issues/request, kindly lodge ticket by email to :-

[email protected]

CC’ed to :

[email protected]
[email protected]
[email protected]

© 2017 Petroliam Nasional Berhad (PETRONAS) 48

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