1. Pre-Commissioning Tablet Interface to SPI and the Document Management System
WiseTools Inc.
Phone: (403)
Fax: (403)
Website:

2. WiseTools Inc Introduction
WiseTools has been providing project specific solutions and
SPI/INtools consulting, data migration and training since 1996.
Developers of:
INView© - a web browser for SPI/INtools.
INAudit© - an auditing tool for SPI/INtools.
INAuditPro© - an automated auditing tool for SPI/INtools As-Built Projects.
INView Anywhere© - a SPI mobile tablet solution with modules for Field Checks and pre-commissioning Loop Checks.
INFront© - a multi-user integrated standalone Instrument Index and Datasheet application that uses your SPI standards, with built in import into SPI.

3. WiseTools Clients Air Liquide, TX, USA Chevron ETC, Houston, USA
Chevron, El Segundo, CA, USA
Chevron, Richmond, CA, USA
Chevron, Salt Lake, USA
Chevron, Pascagoula, USA
Chevron, Burnaby, Canada
Chevron, Thailand
Chevron, Kazakhstan
Chevron, Angola
CNRL, Canada
ConocoPhillips, Canada
ExxonMobil, Houston, USA
Husky Energy, Canada
NWR Upgrader, Canada
Petrocon Arabia, Saudi Arabia
Petrobras, Brazil
Phillips 66 USA (10 Plant Sites)
Motiva Enterprises, USA
Shell Global Downstream/Upstream. 25 plants worldwide
Shell International Exploration & Production, USA
Shell Brunei
Suncor Energy, Canada
Viva Energy, Australia
Westlake Chemical, TX, USA

4. Tablet Apps for the Plant Site
Digital loop checks using SPI data and the document management system.
Achieving more with less.
Eliminates time consuming paper processes. For a 15,000 loop check project, it was estimated that the paper printouts for the loop check folders would stack 15 meters high (50 feet).
Fully utilizes SmartPlant P&ID and Instrumentation data for defining TCP numbers.
Integrates the Document Management System for automatic document retrieval to the loop check packages on the tablets.
Mobile tablets/loop check packages work out on the plant without Wi-Fi availability.

5. Tablet Apps for the Plant Site
Digital loop checks using SPI data. Achieve more with less.
Simplifies the loop check sheets by including only required data fields by instrument types and specific Field and Control check sheets.
Automatically populates check sheets with required SPI design data.
Simplifies user input as much as possible by using check boxes and selection lists including failure codes.
Manages the results with real time reports and status of passed and failed loops at the end of each day on the loop check review portal as well as automatic reporting.

6. Tablet Apps for the Plant Site
Pre-Loop Check Data and Document Audits
All the same problems with missing data and documents as paper loop checks.
Use INAuditPro to check SPI for related data specifically required on the loop check sheets.
Vendor Packages?
Extract vendor document names from document management system for datasheets, loops/wiring and import into SPI Index UDFs associated to the related index tags.
The project required all vendor data/datasheets and wiring to be input into SPI, but this was not always the case.

7. Tablet Apps for the Plant Site
Automatic Audit Punch list and reports based on the SPI data fields on
the check sheet by INAuditPro.

8. Tablet Apps for the Plant Site
How are the tablet data packages created?
We have developed INSync; a product that generates zipped data packages for INView Anywhere from the SPI Database.
INSync is a database service that automatically synchronizes the SPI data into the INSync database from which the data packages for the tablets are created.
The automatic SPI synchronization intervals are set by the INSync admin.
INView Anywhere data packages are created with a stale date defined by the INSync Admin to ensure the latest data is used. Data packages can be refreshed at or before the stale date.

9. Tablet Apps for the Plant Site
INLoop Check Block Diagram

10. Tablet Apps for the Plant Site
5 Steps to creating Tablet data packages: General
Select the data package type. Give it a name. Define the stale date. Assign user if required

11. Tablet Apps for the Plant Site
5 Steps to creating Tablet data packages: Scope
User Defined Filters
Select a level from the PAU and all loops/tags or drill down and select. User defined Filters to select all tag/loops associated to the filter.

12. Tablet Apps for the Plant Site
5 Steps to creating Tablet data packages: Documents
Define the required related documents to add to the Packages.
Can be a call to the documents management system or a file server
Note: SPI attached documents and hook-Up paths are pre-defined in SPI.

13. Tablet Apps for the Plant Site
5 Steps to creating Tablet data packages: Properties
Define the Item properties to show on the tablet or accept the defaults.

14. Tablet Apps for the Plant Site
5 Steps to creating Tablet data packages: Schedule
Option to schedule automatic data updates to the package.

15. Tablet Apps for the Plant Site
Tablet view showing a list of loop check packages and the status.

16. Tablet Apps for the Plant Site
Tablet view showing a loop check package with three loops and the selected loop expanded to show the tags and check sheets.
Incomplete check sheet coloured blue.

17. Tablet Apps for the Plant Site
Every Loop check package is
issued with the LFT Work Instruction Document
Tablet view showing a loop check

18. Tablet Apps for the Plant Site
Available related documents and the related check sheet.
Click on the icon to open the documents.

19. Tablet Apps for the Plant Site
The SPI attached
Document, Level
calculation sheet.

20. Tablet Apps for the Plant Site
Location drawing from the
Document management system.

21. Tablet Apps for the Plant Site
The datasheet created from
the current SPI data to a PDF
on the tablet.

22. Tablet Apps for the Plant Site
An AI Field Check Sheet.
Yellow Highlighted data comes from SPI.
Minimum data entry for the Field check sheets.

23. Tablet Apps for the Plant Site
The tablet loop check packages graphically indicates whether a loop check package has been opened on the tablet and what its status is.

24. Tablet Apps for the Plant Site
Loop Check Portal
Filter View for all Loops sent to the Completions DB - 12,820
Instant access to the status of all checked loops at the end of each day as
soon as the data package is uploaded to INSync.

25. Tablet Apps for the Plant Site
Loop Check Portal
Review the failed loops check sheets and notes. Failed loop/Check sheets coloured Red. Incomplete Loop/Check sheet coloured Blue.

26. Tablet Apps for the Plant Site
Field Check Portal
Photos and markups
automatically Uploaded to the
Field Check portal.
Photos are not named by the user
as they are automatically
associated to the entity open on
the tablet when the photo is taken
Filter on the portal by Item Type (Tag, Loop, Panel, P&ID…) to get all markups and photos.

27. Tablet Apps for the Plant Site
Daily Report Automatically Generated Each Night for Progress Reporting

28. Tablet Apps for the Plant Site
NWR Project Notes
Total loops to be checked: 15,000
Number of tablets: started with 20 and expanded to 60
Tablets broken during the project: 2
Tablets with keyboard for control loop checkers
Tablets with Otter protectors for field loop checkers
2.5 people creating and managing the electronic loop check packages

29. Tablet Apps for the Plant Site
Issues/Problems During the Loop Check Project
New processes to learn with not just a single check sheet for the loop.
Users not checking all instrument check sheets had been completed before uploading.
Not marking failed loops for uploading.
Re-Issued failed loops not processed.
Published loop(s) to completions DB and had to retrieve/un- publish sometimes.

30. Tablet Apps for the Plant Site
Remedies
Added rules to the software:
If all check sheets in the loop are not completed with a status, prompt user when they close it and colour code it accordingly.
Colour codes implemented: Red/Failed, Green/Passed, Blue/Incomplete.
Added toggle to indicate which loops on the tablet are ready for batch upload.
Added icon on tablet to indicate if a package had been opened or not.
Added a function to UN-Publish a loop from Completions database.

31. Tablet Apps for the Plant Site
Cost Savings
An EPC quoted $775k for compiling and managing paper loop check packages for three units comprising 6,000 loops which is 40% of the total project loops. This did NOT include performing the actual Loop Checks. Cost per loop check package $ per loop check package. EPC Cost for the complete Project 15000x $129 = $1.94M The actual cost for 15,000 digital INLoop Check packages, including compiling, managing and user training was $615K. This included all reporting and electronically publishing to the Completions DB. Cost per tablet Loop Check Package was $41 with no additional printing or paper costs. Minimum Direct cost saving to the project using INLoop Check tablets $1.325M
Going green and making it paperless saved a stack of paper 50 feet high. This would be approximately 34 boxes of each = $1, not including printing costs.
No credit has been taken for the just-in-time efficiency of compiling digital packages with the latest document revisions (refresh) and not having to rework paper packages.
Average of 15 tablet pairs (Field & Control) used per day with a saving of 1 hour/day per tablet pair = 300 hours per month x 1.4 years = over 4,200 hrs.

32. INView Anywhere
INLoop/Field Check
Questions?