1. Establish PHI expectations in
document management for
substation documents
Provide clearly defined guidelines &
specifications
Provide access to PHI’s EDMS
(Fusion)
Fusion Training - Contractor 2014
2. Standard project details and summary
in all email requests and transmittals
Consistent Use of PHI Transmittal
Proactive project management
Actively referencing the PHI Document
Management Specification and Fusion
User Guide
Fusion Training - Contractor 2014
3. Standard Email request to Include
Substation # and Name
Project Title/Scope
PHI WR#
Case ID (after provided by Analyst)
PHI Engineer
Contractor Engineer
File transfer location
Fusion Training - Contractor 2014
4. Standard PHI Transmittal to include
Substation # and Name
Project Title/Scope
PHI WR#
PHI Engineer
Contractor Engineer
Case ID
Fusion Training - Contractor 2014
7. Proactive Project Management
Keeping all requests with original Case ID &
WR#
Separate drawing requests by discipline only
Identifying Priority Conflicts
Identifying Revision Conflicts
Provide quarterly status updates
Provide response to requests within 5
business days.
Fusion Training - Contractor 2014
13. Projects will be managed in Fusion
using a single Case ID; per project,
per phase, per discipline, as req’d.
Documentation shall be returned as a
complete package prior to check-in.
Multiple phase or revisions must be
submitted as separate packages.
Fusion Training - Contractor 2014
14. What makes up Fusion’s platform?
Fusion – web based software
FileNet – PHI wide database
AutoVue – File Previewing Software, within
Fusion
Bentley Microstation – Drawing Launch
Function
Fusion Training - Contractor 2014
15. Document Management Platform
Store, Reference, View, and Print
Document Revision Control
Minimize/Prevent revision control risk
Project/Document Lifecycles
“Workflow” / “Case” management
Fusion Training - Contractor 2014
16. Remote - Internet Explorer
http://cp-wpp-wb101/FusionP8
Direct - PHI Issued Computer
Start>>All Programs>> PHI Programs>> Power Delivery>>
Fusion P8
NOTE: Log in credentials are the same as the LAN account provided
to you by PHI; a secure VPN link must be established.
Fusion Training - Contractor 2014
17. General User/Contractor – Viewing
functions
Engineer – Workflow/Case functions
and process owner within PHI
Drafter – File modification functions
Fusion Training - Contractor 2014
18. Search, View, Reference, and Print any
file in a “Released” state
Create drawing lists
Create complete index of station drawings
Fusion Training - Contractor 2014
REFER TO THE GENERAL
USERS GUIDE PGS 9-10
FOR FURTHER DETAILS
19. Access to all the same functionality as that of a
‘General User’
Index (upload) New drawings
Check Out/In and modify drawings
View drawings in various states; Draft, Under
Review and Issued for Construction
Send drawings to Fusion assigned responsible
engineer for “Under Review”
Fusion Training - Contractor 2014
20. Access to all the same functionality as that of a
‘General User’
Create and monitor workflow/cases
View drawings in all Lifecycle states
Review and Approve drawings for Issued For
Construction
Fusion Training - Contractor 2014
21. **SEE PAGES 7-8 OF GENERAL USERS GUIDE (LOCATED ON THE INFORMATION PAGE ON FUSION DESKTOP)
FOR DETAILED INSTRUCTIONS**
Fusion Training - Contractor 2014
22. SEARCH
SIMPLE SEARCH - CONDUCTED RIGHT FROM
THE FUSION DESKTOP
POWER SEARCH - SEARCH USING MULTIPLE
DRAWING CRITERIA
ADVANCED SEARCH - CREATE DETAILED
SEARCH
DRAWING INDEX
PRINT LIST FUNCTION – ALLOWS YOU TO
CREATE A DRAWING INDEX IN A SIMPLE CSV
FILE OR PDF
FUSION CSV FILE CAN BE IMPORTED INTO PHI
TRANSMITTALSFusion Training - Contractor 2014
23. FOR DETAILED USER INSTRUCTIONS REFER TO THE USERS
GUIDES AVAILABLE ON THE FUSION DESKTOP:
Fusion Training - Contractor 2014
Our Intention/Goal for todays training is to ….
establish expectations
provide clear guidelines for document control
ultimately prevent risk
These are areas we really want to focus on in establishing clear and defined expectations.
Just recently came up,
Any requests that are needed for construction/release dates of less than 5 days, please note that in the subject line so we can address priority the best we can.
Three areas to focus on in establishing clear and defined expectations.
For example, A Transformer replacement in 2 phases - each phase will get it’s own case ID, as will the Electrical design package and the Civil design package. These need to be defined by the Engineer.
We will not be processing files individually.
Each drawing revision must be provided separately. To preserve revision history in Fusion, we need to enter the files in by revision. If revision 18 comes back to us as revision 21, we would have to manually manipulate the system to process this, negating the integrity of the system. SO we need revision 19 through 21 as separate files.
Fusion - Document Management Platform Web based software, customized for PHI, has it’s own server
FileNET - PHI wide database, linked to four large servers that support various departments, including accounting.
AutoVue – separate software, integrated with Fusion to be the Viewing function within Fusion, also has it’s own Oracle server.
Microstation – linked to Fusion as the default software that allows Fusion to open a drawing.
FUSION OVERVIEW
Document Management Platform – In it’s simplest form,
Web based software
Built on Filenet,
Store, reference, view, and print documents
Drawing revision control –
Every action within Fusion is stored with a data stamp of the user id, date, time, action, etc. For the most part, every document can be tracked from the moment it is loaded into Fusion. By establishing transparent accountability, potential for revision control risk is minimized. Ultimately we are working towards preventing revision conflict.
Project Lifecycle – There are project “workflows or cases” that can be created in Fusion, within which drawings can be grouped into and managed by the engineers.
Draft
Under Review
Issued for Construction
Released
As mentioned, Fusion is a web based application, so you can access it through a link in Internet Explorer.
There are different levels of security within Fusion, each with it’s own specific set of abilities
GENERAL USER (VIEWING ACCESS ONLY)
SEARCH, VIEW AND PRINT RELEASED SUBSTATION DRAWINGS
CREATE DRAWING LISTS IN FUSION
ENGINEER (WORKFLOW/CASE OWNER)
SEARCH, VIEW AND PRINT RELEASED, DRAFT, UNDER REVIEW AND ISSUED FOR CONTRUCTION SUBSTATION DRAWINGS
CREATE DRAWING LISTS
CREATE WORKFLOWS FOR DESIGN OR AS-BUILTING
DRAFTER (MODIFIES DRAWINGS)
SEARCH, VIEW AND PRINT DRAWINGS IN ANY LIFE CYCLE STATE IN FUSION
CREATE DRAWING LISTS
SEE ALL WORK IN PROGRESS DRAWINGS
INDEX NEW DRAWINGS
CHECK OUT, MODIFY AND CHECK IN DRAWINGS
For Todays training we will focus on the General User/Contract access level, but it is a good idea to understand what the other levels can do as well.
There are different levels of security within Fusion, each with it’s own specific set of abilities
GENERAL USER (VIEWING ACCESS ONLY)
SEARCH, VIEW AND PRINT RELEASED SUBSTATION DRAWINGS
CREATE DRAWING LISTS IN FUSION
ENGINEER (WORKFLOW/CASE OWNER)
SEARCH, VIEW AND PRINT RELEASED, DRAFT, UNDER REVIEW AND ISSUED FOR CONTRUCTION SUBSTATION DRAWINGS
CREATE DRAWING LISTS
CREATE WORKFLOWS FOR DESIGN OR AS-BUILTING
DRAFTER (MODIFIES DRAWINGS)
SEARCH, VIEW AND PRINT DRAWINGS IN ANY LIFE CYCLE STATE IN FUSION
CREATE DRAWING LISTS
SEE ALL WORK IN PROGRESS DRAWINGS
INDEX NEW DRAWINGS
CHECK OUT, MODIFY AND CHECK IN DRAWINGS
ENGINEER (WORKFLOW/CASE OWNER)
SEARCH, VIEW AND PRINT RELEASED, DRAFT, UNDER REVIEW AND ISSUED FOR CONTRUCTION SUBSTATION DRAWINGS
CREATE DRAWING LISTS
CREATE WORKFLOWS FOR DESIGN OR AS-BUILTING
DRAFTER (MODIFIES DRAWINGS)
SEARCH, VIEW AND PRINT DRAWINGS IN ANY LIFE CYCLE STATE IN FUSION
CREATE DRAWING LISTS
SEE ALL WORK IN PROGRESS DRAWINGS
INDEX NEW DRAWINGS
CHECK OUT, MODIFY AND CHECK IN DRAWINGS
Use the top tabs to view, print and publish to PDF.
Selecting two different files or the same file with two different revisions will give you the option to Overlay and compare.
