Allocating resources or scheduling for an administrative function

Integrated manufacturing system

5311438

Abstract

A manufacturing system utilizes a common database structure and product definition to achieve true integration of multiple systems. The production definition includes an item and specification to define material or resources used in or related to a manufacturing process. The item identifies the material or resources, and the specification describes its performance specifications. Multiple manufacturing systems each utilize the same common database structure and product definition for processing data. These systems may include an Environmental, Health, Safety & Training system to manage environmental and health aspects of the manufacturing process. A New Product Development system may also be integrated with the common database to facilitate and automate the process of developing new products. The true integration of manufacturing systems allows full communication among the systems and automates many functions, such as generating reports and monitoring of hazardous materials and agents.


Claims

What is claimed is:

1. A plant-level manufacturing system for integrating together an enterprise-level system, a process control system, and other sub-systems, the plant-level manufacturing system comprising:

a) database means for storing and managing data in a common database describing material used and created in the manufacturing process, the database means comprising:

i) item means for storing items, each of the items identifying physical properties of the material;

ii) specification means for describing a plurality of sets of performance specifications of the material; and

iii) database linking means for linking one or more of the sets of performance specifications to one of the items;

b) interface means for linking the enterprise-level system and the process control system to the database means, the interface means comprising:

i) means for transferring data between the enterprise-level system and the plant-level manufacturing system;

ii) means for transferring data between the process control system and the plant-level manufacturing system; and

iii) means for transferring data from the process control system to the enterprise system; and

c) integration means for linking other sub-systems within the plant-level system to the items and the performance specifications in the common database and for allowing both the sub-systems and the plant-level system to utilize the same items and the same performance specifications in the common database.

2. The plant-level manufacturing processing system of claim 1 wherein the database means further comprises container means for specifying sets of containers in which the material is to be purchased, manufactured, or sold and for linking one or more of the sets of containers to one of the performance specifications.

3. The plant-level manufacturing processing system of claim 1 wherein the interface means further comprises means for linking a maintenance management system to the common database and for transferring data between the maintenance management system and the plant-level manufacturing system, the maintenance management system comprising means for scheduling preventive maintenance for equipment used in the manufacturing process.

4. The plant-level manufacturing processing system of claim 1 wherein the interface means further comprises means for linking a lab information management system to the common database and for transferring data between the lab information management system and the plant-level manufacturing system, the lab information management system comprising means for receiving a request for a lab test of material and for sending results of the lab test on the material.

5. The plant-level manufacturing processing system of claim 1 wherein the interface means further comprises means for linking a finite scheduling system to the common database and for transferring data between the finite scheduling system and the plant-level manufacturing system, the finite scheduling system comprising means for receiving a master schedule and for generating in response a finite schedule.

6. The plant-level manufacturing processing system of claim 1 wherein the interface means further comprises means for linking a process historian system to the common database and for transferring data between the process historian system and the plant-level manufacturing system, the process historian system comprising:

a) means for gathering detail data describing events in the manufacturing process from the process control system

b) means for summarizing the detail data; and

c) means for transmitting the summarized data to the plant-level system.

7. The plant-level manufacturing processing system of claim 1 wherein the integration means further comprises means for linking a quality certification system to the items and the performance specifications, the quality certification system comprising:

a) means for setting up tests to be performed on material defined by the items and their related performance specifications;

b) means for creating a many-to-many relationship between the tests and combinations of the items and the related performance specifications; and

c) means for storing results of the tests.

8. The plant-level manufacturing system of claim 7 wherein the quality certification system further comprises:

a) means for generating a certificate of analysis based upon the results of the tests; and

b) means for determining and reporting whether the results of the tests are within predefined limits.

9. The plant-level manufacturing processing system of claim 1 wherein the integration means further comprises means for linking a production management system to the items and the performance specifications, the production management system comprising means for scheduling and reporting production of material defined by the items and the performance specifications.

10. The plant-level manufacturing processing system of claim 1 wherein the integration means further comprises means for linking a purchasing system to the items and the performance specifications, the purchasing system comprising means for creating a first set purchase orders based upon the items and the performance specifications and for receiving a second set of purchase orders from the enterprise-level system.

11. The plant-level manufacturing processing system of claim 1 wherein the integration means further comprises means for linking a customer order system to the items and the performance specifications, the customer order system comprising means for creating a first set customer orders based upon the items and the performance specifications and for receiving a second set of customer orders from the enterprise-level system.

12. The plant-level manufacturing processing system of claim 1 wherein the integration means further comprises means for linking a material control system to the items and the performance specifications, the material control system comprising means for analyzing an inventory to perform inventory transactions.

13. The plant-level manufacturing processing system of claim 1 wherein the integration means further comprises means for linking a quality-based costing system to the items and the performance specifications, the quality-based costing system comprising means for calculating product costing, for financial reporting, and for operational analysis.

14. The plant-level manufacturing processing system of claim 1 wherein the integration means further comprises means for linking a financial and administrative management system to the items and the performance specifications, the financial and administrative management system comprising means for organizing and arranging financial data related to the manufacturing process.

15. A health, safety, and training system integrated to a plant-level manufacturing system for managing health, safety, and training aspects of a manufacturing process, the health, safety, and training system comprising:

a) integration means for using a common data repository with the plant-level manufacturing system so that both the health, safety, and training system and the plant-level manufacturing system share the same item data within the repository, the item data describing material used and created in the manufacturing process;

b) the common data repository comprising database means for storing and managing the item data, the database means comprising item means for storing items, each of the items identifying physical properties of the material and health, safety, and training information related to the material;

c) human interface means for linking employee identification data with health and safety factors related to job requirements in order to determine preventive action for employees to alleviate effects of the health and safety factors, the human interface means comprising:

i) means for storing sets of employee identification data in the common database;

ii) means for storing sets of job requirements in the common database and for linking the sets of job requirements with the sets of employee identification data;

iii) means for storing sets of health and safety factors in the common database and for linking the sets of health and safety factors with the sets of job requirements; and

iv) means for storing sets of preventive action data in the database and for linking the sets of training data with the sets of health and safety factors; and

d) means for linking the preventive action data with the employee identification data to determine a preventive action plan for a particular employee.

16. The health, safety, and training system of claim 15 wherein the means for storing sets of job requirements comprises:

a) job location means for storing characteristics of job locations related to the health and safety factors; and

b) job type means for storing characteristics of job functions related to the health and safety factors.

17. The health, safety, and training system of claim 15 wherein the means for storing sets of health and safety factors comprises:

a) means for storing expected exposure to the items based upon the job requirements; and

b) means for storing expected exposure to agents based upon the job requirements.

18. The health, safety, and training system of claim 17 wherein the means for storing expected exposure to agents comprises:

a) means for storing expected exposure to noise;

b) means for storing expected exposure to a particular machine which requires specialized training.

19. The health, safety, and training system of claim 15 wherein the means for storing preventive action data comprises:

a) means for storing required medical exams based upon the health and safety factors; and

b) means for storing required employee training based upon the health and safety factors.

20. An environmental system integrated to a plant-level manufacturing system for managing environmental aspects of a manufacturing process, the environmental system comprising:

a) integration means for using a common data repository with the plant-level manufacturing system so that both the environmental system and the plant-level manufacturing system share the same item data within the repository, the item data describing material used and created in the manufacturing process;

b) the common data repository comprising database means for storing and managing the item data, the database means comprising item means for storing items, each of the items identifying physical properties of the material and environmental information related to the material; and

c) environmental means for managing physical properties of the material which are incidental to the environment, the environmental means comprising:

i) identification means for storing environmental factors of the material in the common database;

ii) tracking means for recording usage and production of the material in the common database; and

iii) reporting means for outputting data from the common database related to the usage and production of the material.

21. The environmental system of claim 20 wherein the identification means comprises means for storing information relating the material which includes flammability, combustibility, or carcinogenic.

22. The environmental system of claim 20 wherein:

a) the identification means comprises means for storing a CAS-level profile of the material;

b) the tracking means comprises means for recording usage of particular hazardous elements of the material based upon the CAS-level profile; and

c) the reporting means comprises means for outputting data related to the usage of the particular hazardous elements of the material based upon the CAS-level profile.

23. The environmental system of claim 20 wherein the identification means comprises means for storing a Material Safety Data Sheet related to the material.

24. The environmental system of claim 20 wherein the reporting means comprises means for generating a SARA report based upon the material.

25. A system integrated to a plant-level manufacturing processing system for managing the development of new products, the system comprising:

a) integration means for utilizing a common database with the plant-level manufacturing system, the database comprising database means for storing and managing experimental data describing material to be used and created in the manufacturing process for the new product, the database means comprising:

i) item means for storing experimental items, each of the items identifying physical properties of the material; and

ii) specification means for describing a plurality of sets of experimental performance specifications of the material and for linking one or more of the sets of performance specifications to one of the items;

b) communication means for electronically directing work flow related to the development of the new product; and

c) commercialization means for converting the experimental data into product data for commercial production of the new product.

26. The system of claim 25 wherein the communication means comprises:

a) means for providing electronic-mail notification of tasks in the development process to a person responsible for the task; and

b) means for providing electronic-mail approval of the tasks in the development process.

27. The system of claim 25 wherein the communication means comprises means for generating and reporting checkpoints along the development process.

28. The system of claim 25 the commercialization means comprises means for changing the experimental item and the experimental specification into a commercial item and a commercial specification.

29. The system of claim 25 wherein:

a) the communication means comprises:

i) means for defining a sequence of events for completing the development process; and

ii) means for defining tasks and necessary skills to complete the events; and

b) the commercialization means comprises means for converting the experimental item and the experimental specification in the common database into a commercial item and a commercial specification to be utilized by the plant-level system in manufacturing the new product.


Description

FIELD OF THE INVENTION

A portion of the disclosure of this patent document contains material which is subject to copyright protection. The copyright owner has no objection to the facsimile reproduction by anyone of the patent document or the patent disclosure, as it appears in the Patent and Trademark Office patent file or records, but otherwise reserves all copyright rights whatsoever.

The present invention relates to a plant-level system that utilizes a common database and product definition for integrating together various manufacturing systems. The present invention is particularly useful in, but is not limited to, the process industry.

BACKGROUND OF THE INVENTION

Process manufacturers have traditionally used a variety of systems for managing a manufacturing process. These systems may include an enterprise system, which may contain customer service, resource planning systems, and other centralized functions. The typical prior art enterprise systems are at a high level and are relatively removed from the actual manufacturing process. Typical resource planning systems may be accomplished by a material requirements planning system that tracks inventory and facilitates in planning for the inventory required in a particular production run.

Typical prior art environmental systems are often used to generate reports required by the government. By government regulations, manufacturers using hazardous materials must submit reports to the government that include, for example, amounts and types of hazardous material manufactured, processed, or otherwise used in the manufacturing process. Also, under right-to-know laws, employees have a right to know the types of hazardous material, if any, to which they are exposed. Environmental systems assist in managing this type of data and in generating reports.

Prior art health, safety, and training systems are typically used to track exposure of employees to hazardous materials and to determine preventative measures. The system may contain the various exposures and keep track of any employee exams or training. An employee who is exposed to hazardous materials may undergo periodic exams to determine if the exposure has caused any health problems. Employees may also have training regarding how to handle or work with hazardous materials, and the training is designed to minimize the potential for injury or exposure to the material.

Prior art low-level systems used in the manufacturing process may include area/unit control systems that interface and control the actual machinery on a shop floor in a manufacturing process. Workers on the shop floor may use data obtained with the enterprise system to determine inputs to the area/unit control system. For example, the enterprise system may indicate the quantity of a particular resource required in a manufacturing process. On the shop floor, a worker may obtain that quantity information and use it in the area/unit control system to adjust the manufacturing process to accommodate the desired quantity.

Between the prior art enterprise, area/unit control, and other manufacturing systems, there exists an information gap. These prior art systems operate independent of one another and typically use different product definitions in different and incompatible databases. For example, in traditional process manufacturing systems, the environmental and health, safety and training systems are stand-alone systems that operate independent of both one another and any other system used to control the manufacturing process. Accordingly, the systems are unable to efficiently communicate with one another or other manufacturing systems system. In order for these systems to communicate, either data must be manually reentered into one system from another or complex interface programs must be written to transfer data between the incompatible databases.

Another type of stand-alone system that may be used in a manufacturing process is a system for developing new products. When developing new products, particularly in the process industry, time to market can be critical in obtaining a competitive advantage. A company that is late in getting a product to the market may end up obtaining a much smaller portion of the market share, even though the company's product may be in no way inferior to the first product on the market. As a result, maintaining maximum efficiency in the development process is essential.

Traditionally, companies develop new products by shuffling papers or files from one person to another throughout the development process. Each person typically evaluates the product in his or her role within the company and then pass the "new product file" on to the next person. This process can be slow and inefficient due to the large interchange of paper documentation.

Alternatively, there is some availability of commercial product development systems, which provide electronic documentation of the development process and attempt to automate the process. These systems, however, are not integrated with a plant-level manufacturing system, which means that, once the new product is finalized and ready to be commercially produced, the information from the product development system must be entered into a manufacturing control system in order to set up the entire production run. These system, therefore, assist in new product development, but do not necessarily assist in determining parameters to be used in the plant-level system for manufacturing the new product.

Even though the manufacturing systems described above may be crudely interfaced together, they are not truly integrated. As a result, the systems have inefficiency that could only be resolved by true integration.

A need exists, therefore, for a truly integrated manufacturing system that utilizes a common database structure. In particular, a need exists for integrating environmental and health, safety and training systems within plant-level manufacturing system. There is an additional need, particularly in the process industry, for a new product development system that is completely integrated within the plant-level manufacturing system.

SUMMARY OF THE INVENTION

An integrated system provides an efficient solution to the problem of communicating between various manufacturing systems, because the entire integrated system is built around a unique and common product definition within the common database structure. A truly integrated system facilitates data transfer and automates many tasks, such as the generation of environmental reports and scheduling of exams and training for employees. Furthermore, a plant-level system fills the information gap between enterprise-level and process control systems.

The present integrated manufacturing system invention is an integrated manufacturing system invention that utilizes a common product definition as the basis for a truly integrated plant-level manufacturing system. In the present system, all of the integrated manufacturing systems use the same product definition and thus the same data format and data storage location. The product definition provides a link between any of the various manufacturing systems and provides for an efficient and more powerful use of the information contained in the product definition.

An item, specification, and container structure and relationship within a common database forms the unique product definition in the present integrated manufacturing system invention. Items may include the various resources used in a manufacturing process to produce one or more end products. Each item is linked to one or more sets of specifications. The specifications may include performance characteristics of the particular item, and these performance characteristics define the item. Each specification is linked to one or more containers. A container may indicate either the physical location where the particular item is stored or the type of packaging used to contain the material.

The manufacturing systems used in conjunction with the manufacturing process in the present integrated manufacturing system invention are linked to the product definition structure within the database. The data used by all of these systems is thus stored in a common location and in the same format. Data transfer between the systems occurs through the product definitions in the common integrated database. The common database is part of a distributed system that may be on multiple machines.

The present environmental invention utilizes a common database product definition as the basis for integrating an environmental system and a health, safety and training system to a plant-level manufacturing system. The integrated systems use the same product definition and thus the same data format. The product definition provides a link between any of the systems, which automates environmental and health, safety and training functions in the manufacturing process.

The use of a common database to integrate the systems allows information from many parts of the systems to be linked together through the product definition. This is particularly useful with the integrated health, safety and training system. Exposure to items within the product definition are linked to job locations, and job locations are linked to employees. Employees are thus effectively linked to exposure to items due to the jobs they perform. Based on this information, the present invention may automatically schedule exams and training for employees as preventative measures to the risk of exposure.

The present new product development invention utilizes a common product definition as the basis for integrating a new product development system to a plant-level manufacturing system. The new product development system uses the same product definition as the plant-level system and thus the same data format. The product definition provides a link between the new product development system and any of the various manufacturing systems that are also integrated with the plant-level system, which automates and documents the pipelined process of developing new products.

Furthermore, since data is stored in the common database product definition during new product development, the data required for commercially producing the product is automatically linked to the systems required to set up the production run. This feature saves considerable time between the finalization of the new product and the commercial availability of the product.

BRIEF DESCRIPTION OF THE DRAWINGS

FIG. 1A is a conceptual block diagram showing a plant-level system integrated with an enterprise and area/unit control systems.

FIG. 1B is a conceptual diagram showing a number of manufacturing systems integrated to a common database.

FIG. 1C is a preferred data flow diagram of an integrated manufacturing system.

FIG. 1D is a block diagram showing the product definition structure within a common integrated database.

FIGS. 2A-2B is an interconnected block diagram used to illustrate the meaning of the symbols in the data model and data structure diagrams.

FIG. 2C is a preferred data model of a Production Management module.

FIG. 2D is a preferred logical data model of a Product Process Definition module.

FIG. 2E is a preferred logical data model of a Purchasing module.

FIG. 2F is a preferred logical data model of a Customer Order module.

FIG. 2G is a preferred logical data model of a New Product Development (NPD) data model.

FIG. 2H is a preferred logical data model of Enterprise Level modules.

FIGS. 2I and 2J is a preferred logical data model of Environmental, Health, Safety & Training modules.

FIGS. 3A-3H represent a preferred database layout structure of an integrated manufacturing system.

The following drawings are preferred data flow diagrams, organized and identified by module, for a system that implements an integrated manufacturing system.

COMMON SYSTEM FUNCTIONS MODULE (PSCS)

System Support Set-Up (CSSS)

FIG. 4: System Parameter Maintenance (CS01).

FIG. 5: User Maintenance (CS02).

FIG. 6: Shop Calendar Maintenance (CS03).

FIG. 7: Currency Exchange Rate Maintenance (CS04).

FIG. 8: UOM Conversion Factor Maintenance (CS05).

Functions Maintenance (CSFM)

FIG. 9: Facility Maintenance (CS06).

FIG. 10: Enterprise Facility Maintenance (CS27)

FIG. 11: Agency Maintenance (CS07)

FIG. 12: Vendor Maintenance (CS09)

FIG. 13: Employee Maintenance (CS10)

FIG. 14: Container Maintenance (CS12)

FIG. 15: Procedure Maintenance (CS13)

FIG. 16: Process Line Maintenance (CS14)

FIG. 17: Enterprise Process Line Maintenance (CS28)

FIG. 18: Customer Bill-To Maintenance (CS15)

FIG. 19: Customer Ship-To Maintenance (CS16)

FIG. 20: Session Constant Maintenance (CS22)

FIG. 21: Electronic Mail User Maintenance (CS23)

FIG. 22: Inventory Location Maintenance (CS24)

FIG. 23: Procedure Code Where Used (CS25)

FIG. 24: Electronic Mail Message Maintenance (CS26)

Product Relationship (CSPR)

FIG. 25: Customer/Item/Spec Maintenance (CS18)

FIG. 26: Item/Spec/Vendor Maintenance (CS21)

ENVIRONMENTAL MODULE (PSEN)

EHST Setup (ENES)

FIG. 27: Job Type Maintenance (EN20)

FIG. 28: Environmental Location Maintenance (EN21)

FIG. 29: Physical Agent Maintenance (EN22)

Compliance Quantities (ENCQ)

FIG. 30: CQ Inquiry (EN10)

FIG. 31: CQ Source Maintenance (EN11)

Release Management (ENRM)

FIG. 32: Unplanned Release Maintenance (EN03)

FIG. 33: Agency Notification Maintenance (EN05)

Waste Management (ENWM)

FIG. 34: Waste Shipping Request Maintenance (EN07)

FIG. 35: Waste Profile Maintenance (EN09)

FIG. 36: Biennial Summary Maintenance (EN14)

Employee Exposures (ENEE)

FIG. 37: Employee Job/Location Maintenance (EN16)

FIG. 38: Job/Location Exposure Maintenance (EN17)

FIG. 39: Employee Exposure Inquiry (EN18)

FIG. 40: Item Exposure Maintenance (EN19)

HEALTH MODULE (PSHL)

FIG. 41 illustrates the employee-exposure relationship and how a preferred system links employees with required training and medical exams.

Medical Surveillance (HLMS)

FIG. 42: Medical Exam Maintenance (HL01)

FIG. 43: Employee Exam Maintenance (HL02)

FIG. 44: Exam Schedule Maintenance (HL03)

FIG. 45: Medical Result Maintenance (HL08)

FIG. 46: Employee Work Restriction Maintenance (HL09)

FIG. 47: Dispensary Visit Maintenance (HL10)

FIG. 48: Incident Maintenance (FT04)

FIG. 49: Safety Statistics Maintenance (FT05)

FIG. 50: Occupational Illness and Injury Incidents Maintenance (FT06)

Training (TR)

FIG. 51: Training Course Maintenance (TR01)

MATERIALS MANAGEMENT MODULE (PSMM)

Purchasing (MMPR)

FIG. 52: Blanket Purchase Order Maintenance (MM01)

FIG. 53: Purchase Requisition Maintenance (MM02)

FIG. 54: Purchase Order Maintenance (MM03)

FIG. 55: Vendor Return Maintenance (MM04)

Customer Orders (MMCO)

FIG. 56: Customer Order Maintenance (MM40)

FIG. 57: Customer Order Line Assignment (MM41)

FIG. 58: Customer Return Maintenance (MM42)

Inventory (MMIN)

FIG. 59: Inventory Inquiry (MM20)

FIG. 60: Record Inventory Transaction (MM21)

FIG. 61: Item Transfer (MM22)

FIG. 62: Record Lot Split and Merge (MM23)

FIG. 63: Item Lot Tracking and Tracing (MM24)

FIG. 64: Browse Inventory Transaction (MM25)

FIG. 65: Cycle Count Class Assignments (MM30)

FIG. 66: Cycle Count Results (MM31)

FIG. 67: Cycle Count Schedule Maintenance (MM32)

Receiving (MMRC)

FIG. 68: Purchased Item Receipt/Rejection (MM10)

FIG. 69: Customer Return Receipt (MM11)

FIG. 70: Historical Receipts/Corrections (MM13)

Shipping (MMSP)

FIG. 71: Customer Shipment Maintenance (MM50)

FIG. 72: Waste Shipment Maintenance (MM52)

FIG. 73: Report Shipment Pick List (MM53)

PRODUCTION MANAGEMENT MODULE (PSPM)

Production Planning (PMPP)

FIG. 74: Production Order Maintenance (PM01)

FIG. 75: Production Scheduling (PM02)

FIG. 76: Detail Production Resource Netting (PM04)

FIG. 77: Campaign Launch (PM05)

FIG. 78: Process Line Downtime Maintenance (PM30)

Production Execution (PMPE)

FIG. 79: Record Production Results (PM10)

FIG. 80: Record Miscellaneous Production (PM11)

FIG. 81: Record Process Line Events (PM12)

FIG. 82: Correct Production Recording (PM13)

Production History (PMPH)

FIG. 83: Production Statistics (PM20)

FIG. 84: Process Line Utilization (PM21)

NEW PRODUCT DEVELOPMENT MODULE (PSPD)

FIGS. 85A-85B are an example of a customized new product development pipeline that may be constructed by a New Product Development module. Design Request (PDDR)

FIG. 85C: Create/Submit A Request (PD03)

FIG. 86: Browse A Request (PD04)

Request Maintenance (DRMN)

FIG. 87: Update A Request (PD05)

FIG. 88: Project Milestones (PD08)

FIG. 89: Request Status (PD09)

FIG. 90: Maintain Profile (PD10)

FIG. 91: Maintain Definition (PD11)

FIG. 92: Revision History (PD12)

FIG. 93: Design Request Comments (PD17)

FIG. 94: Financial Analysis (PD19)

Experimental Solutions (DRES)

FIG. 95: Experimental Solutions (PD06)

FIG. 96: Commercialize Queue (PD13)

FIG. 97: Commercial Scale Up (PD21)

FIG. 98: Commercialize P-Types (PD22)

Request Custom Reports (DDRP)

FIG. 99: Design Request Reports (PD14)

FIG. 100: Browse Design Request Reports (PD24)

Work Queue Management (DRWQ)

FIG. 101: Priority Detail (PD07)

FIG. 102: Project Leader Work Queue (PD23)

Raw Materials (PDRM)

FIG. 103: Environmental Summary (PD02)

Parameter Maintenance (PDPM)

FIG. 104: Status Maintenance (PD15)

FIG. 105: Design Category Maintenance (PD16)

FIG. 106: Business Group Maintenance (PD18)

FIG. 107: Report Template Maintenance (PD20)

PRODUCT MANAGEMENT MODULE (PSPR)

Item Maintenance (PRIM)

FIG. 108: Item Maintenance--General Information (PR01)

FIG. 109: Item Maintenance--Physical Hazards and Precautions (PR02)

FIG. 110: Item Maintenance--Health Hazards (PR03)

FIG. 111: Item Maintenance--Compliance Quantities (PR04)

FIG. 112: Item Maintenance--Transportation Data (PR05)

FIG. 113: Item Maintenance--Molecular Formulation (PR06)

FIG. 114: Item Maintenance--Control and Safety Measures (PR07)

FIG. 115: Item Maintenance--User Defined Fields (PR17)

Item/Spec Maintenance (PRSM)

FIG. 116: Item/Spec Control Formula Maintenance (PR08)

FIG. 117: Item/Spec Cost Maintenance (PR10)

FIG. 118: Item/Spec Maintenance (PR11)

FIG. 119: Item/Spec Substitute Maintenance (PR12)

FIG. 120: Item/Spec Container Maintenance (PR13)

FIG. 121: Item/Spec Process Code Maintenance (PR15)

FIG. 122: Item/Spec Where Used (PT16)

FIG. 123: Item/Spec Planning Data Maintenance (PR20) QUALITY CERTIFICATION MODULE (PSQC)

FIG. 124: Quality Certification (QC01)

SYSTEM INTERFACE FUNCTIONS MODULE (PSSI)

FIG. 125: Inbound Error Correcting (T010)

FIG. 126: Outbound Error Correcting (T030)

DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENT

In the following detailed description of the preferred embodiment, reference is made to the accompanying drawings which form a part hereof and in which is shown by way of illustration a specific embodiment in which the invention may be practiced. This embodiment is described in sufficient detail to enable those skilled in the art to practice the invention, and it is to be understood that other embodiments may be utilized and that structural or logical changes may be made without departing from the scope of the present invention. The following detailed description is, therefore, not to be taken in a limiting sense, and the scope of the present invention is defined by the appended claims.

I. INTRODUCTION

FIG. 1A illustrates conceptually the integration of an enterprise-level system 100, a plant-level system 101 and a process control system 102. The enterprise-level system 100 is a high-level system that contains many of the traditional functions performed in a manufacturing system, which may include, for example, material requirements planning. An example of a commercially available enterprise-level system is the MAC-PAC System developed by Andersen Consulting, the assignee of the present invention.

The process control system 102, also referred to as an area/unit control system, is a low-level system that interfaces an actual manufacturing process or system in order to control production. The system further includes a plant-level system 101 which contains various plant-level systems, only a few of which are shown in FIG. 1A. The plant-level system 101 provides the capability to further refine data from the enterprise-level system, facilitates data transfer, and is a communications link between the enterprise-level and process control systems. On the process control side, the plant-level system 101 may summarize data. All three of these systems are integrated together through a common database structure.

FIG. 1B further illustrates the system by showing the integration of various manufacturing systems. A common database structure 108 is at the heart of the system and integrates together the various manufacturing systems. Integration of systems is distinct from interfacing and provides for a higher level of communication, versatility, and data processing capability. Integration means that the various manufacturing systems are linked to a common database that uses a uniform structure for storing and processing data. The system preferably stores data in a single database structure that all of the manufacturing systems may access. The common database, or data repository, is part of a distributed system that may be on multiple machines. An interfaced system, in comparison, may have the same data stored in different locations and in different, often incompatible, database structures. By using a common database structure, integration of systems thus solves many data processing problems in the manufacturing industry.

FIG. 1B illustrates manufacturing systems that may be integrated together in the common database 108. The systems shown are either typical or desired systems for manufacturing, and the integration techniques used with these systems may be extended to other systems without departing from the scope of the invention. For example, as described below, a new product development system may also be integrated into the manufacturing system.

Customer service and logistics system 103 is a typical enterprise-level system that performs such functions as tracking and maintaining inventory, accounting, generating purchase orders, processing customer orders, and managing the distribution of goods. Resource planning system 104 performs traditional material requirements planning functions. Management system 105 defines and maintains resources within the system. Product management system 117 includes a new product development system.

Plant operations system 106 may contain the following functions. Quality certification system 109 may set up tests to be performed on resources identified by the system, stores the results of those tests, and may generate a certificate of analysis. Production management system 110 may schedule and report production of materials identified by the system. Maintenance management system 111 may schedule preventative maintenance for equipment used in the manufacturing process. Laboratory information system 112 may coordinate lab tests and results of those tests for materials used in the manufacturing process. Process historian system 113 may gather data from the process control system describing events in the manufacturing process, summarize the events, and store the summary. Purchasing system 114 may generate and organize purchase orders for material used in the manufacturing process. Materials control system 115 may analyze inventory and perform inventory transactions. Financial and administrative management system 116 may perform various accounting functions. Process definition system 118 is used to set up manufacturing formula and process.

Environmental, health, safety & training (EHST) module 107 is also integrated into the system. This module manages and processes data related to environmental and health aspects of the manufacturing process and is particularly useful in process manufacturing that involves hazardous materials or agents. An agent may be a potentially harmful intangible, such as noise. Since this module is integrated with the system, it may automatically track hazardous materials and perform functions such as generating reports of hazardous materials as required by government regulations. The health portion of the module may perform functions such as scheduling of training or medical exams for employees who work with or may otherwise be exposed to hazardous materials. The integration again provides the system with the capability to automatically schedule and track the required training and exams for employees. The integration also enables the use of thresholds and automatic collection of data and reporting of usage of hazardous materials to governmental agencies.

FIG. 1C is a data flow diagram that represents the preferred operation of a system that achieves integration of multiple manufacturing systems. Each of the steps shown in FIG. 1C may generally represent a complete system module. Since the system is fully integrated, the modules shown utilize the same product definition in the common database. Step 201 involves routines to set up data in the system and also comprises common system functions. The currency exchange rate conversation (CS04) is an example of a common system function, since currency exchanges are used throughout the system modules. Common system functions also interact with the enterprise-level system 215 via communication path 200. At step 202, a user may define a product as either commercial or experimental. The New Product Development (NPD) module manages experimental products. At step 203, the system sets up a design request and project requirements, which may be based on data entered by a user. At step 204, experimental product information is defined, and again the system utilizes the common database and product definition to represent this data.

Due to the integration of the NPD module with the system, data for an experimental product is stored in the same product definition in the common database as the other modules. One advantage of the integration of the NPD module is that, when the experimental product is ready for production, the system may reclassify it at step 216 as commercial and the data required for production is already in the database and ready to be used in producing the product. While the NPD module is particularly useful in the process industry, it may have applications in many other industries as well.

For commercial products, the system proceeds to step 205 to define and maintain commercially produced product information. The unique product definition utilized to maintain this information is further explained below. A number of manufacturing modules may interact with the product definition and operate on the data in the common database. At step 206, the system may set up data for purchasing and customer order information.

At step 210, the system may utilize the Environmental, Health, Safety & Training modules to manage health and environmental aspects of the manufacturing process. The environmental aspects may involve compiling data on any emissions of hazardous materials. Due to the integration of systems, the system may automatically monitor environmental aspects at step 210 and report emissions when they exceed predefined threshold limits. The health aspects may include monitoring and scheduling medical exams and training for employees who are exposed to hazardous materials or agents. The integration again provides the system with the power to automatically monitor these health aspects.

At step 208, the system may utilize the Production Management module to control the manufacture of commercial products. The system may interact with the process control system and units along communication path 212 to manage the production. At step 213, the system records quality results of the products produced at step 208. Other manufacturing systems may interact along communication path 211 with the modules monitoring the produced product. Finally, the system may ship the material or products to customers at step 214.

At step 209, the system may set up materials management functions. At step 207, the system may generate reports based on the data stored in the common database to manage the manufacturing process. The reports may include, for example, emissions of hazardous materials to be submitted to governmental agencies, medical exams and required training for employees, and lists of purchase orders.

II. THE INTEGRATED DATABASE

The common database which achieves integration of the manufacturing systems is built around a common database structure. FIG. 1D illustrates a preferred basic database structure and the integration of manufacturing systems to this structure. The basic preferred database structure 123 comprises the elements of an item 120, specification 121, and container 122. Item 120 identifies a material or resource used in, or related to, the manufacturing process. An item may either be a commercial or experimental item. Experimental items are used in conjunction with the New Product Development Module. Each item may by linked to one or more sets of specifications 121. Specification 121 comprises performance characteristics of an item. Each specification 121 may be linked to one or more containers 122. Container 122 specifies either a physical location of the material or a container in which material used in the manufacturing process is to be purchased, manufactured, or sold.

Common database structure 123 thus defines material in terms of its performance characteristics by creating an item/specification/container relationship. An item/specification relationship would be a sufficient structure for integrating manufacturing systems. The container element is included in a preferred database structure for additional processing power.

The implementation of a logical ownership concept in the system is an example of the usefulness of the container element in the preferred database structure. Logical ownership of material identifies the person or entity responsible for a particular amount of material. The integration utilized in the system allows a user to view inventory both by logical ownership and location. Table 1 includes a matrix as an example to illustrate this concept.

                  TABLE 1
    ______________________________________
    tank 1:    15 gal.                10 gal.
    tank 2:                6 lbs.      3 lbs.
    tank 3:               20 gal.      2 gal.
               owner 1    owner 2     owner 3
    ______________________________________


The system allows a user to view inventory by location (tank) across a row. For example, tank 1 contains 25 gallons of material. A user may alternatively view inventory by logical ownership. Owner 2, for example, owns 6 lbs. of material in tank 2 and 20 gallons of material in tank 3.

As indicated in Table 1, the portions of inventory owned by two persons may by included in the same physical storage location. Owners 2 and 3, for example, each own a portion of the material contained in tank 3. The ownership feature also allows the system to regulate the amount of inventory used by a particular owner. When owner 3 has used the 2 gallons in tank 3, the system will not allow owner 3 to use any more material from tank 3, even though another 20 gallons of material, owned by owner 2, may still exist in the tank.

A. DATA MODELS

FIGS. 2C-2J are preferred data models for an integrated manufacturing system. FIGS. 2A and 2B illustrate the meaning of symbols used in the interconnections between elements of the data model.

As shown in FIG. 2A, for an element 130 there must be at least one element 131 and there may be many elements 131. Each element 131 may be linked to one and only one element 130. As shown in FIG. 2B, there may be zero or many elements 133 for each element 132. Each element 133 may be linked to zero or one element 132.

The preferred data models of FIGS. 2C-2H are organized by module as indicated in the description of the drawings. Each module contains a number of conversations, and preferred conversations for each module are conveniently listed in the description of the drawings and explained below. The conversations for each module are the vehicle used to maintain tables in the corresponding data model.

B. DATABASE STRUCTURE

FIGS. 3A-3H represent a preferred database structure for an manufacturing system. The symbols used in these database structure diagrams have the same meaning as shown in FIGS. 2A and 2B. The preferred system uses the keys listed in the database structure diagram to access the corresponding database tables. The system uses keys to write and retrieve data to and from records within the database tables.

The preferred database structure shown in FIGS. 3A-3H contain tables identical to the tables shown in the data models. The database structure shows the interaction and links between modules by showing interconnections between tables of different modules.

III. SYSTEM MODULES

FIGS. 4-126 represent the preferred data flow in the modules of an integrated manufacturing system. In the data flow diagrams, the boxes are associated with preferred user interfaces. The user interfaces are indicated by screen identifiers in the boxes. The preferred user interfaces are in the file history for the present specification and are available from the Patent and Trademark Office. The user interfaces contain screen identifiers in the lower right corner and conversation numbers in the upper left corner. The conversation numbers identify the module to which the user interfaces correspond. The conversation numbers are also used in description of the drawings to index and relate the flow diagrams to the corresponding module.

The preferred data flow diagrams represent both the operation of the system and how a user interacts with the system via the user interfaces. When reading the diagrams, the preferred flow of data is from top to bottom. A user may move thus from one user interface to another from top to bottom on the flow diagrams. Often the system allows a user to toggle between screens at the same level for convenience. Otherwise, without toggling, a user may move from one user interface to another back up the flow diagram and then move down the diagram on a different path.

The preferred user interfaces serve two purposes. First, they represent the preferred method of allowing a user to interact with the system. Second, the fields within the user interfaces correspond to fields in preferred records contained within database tables of the system. The tables are illustrated in the database structure diagrams.

Preferred report formats are in the file history for the present specification and are available from the Patent and Trademark Office.

A. COMMON SYSTEM FUNCTIONS (PSCS)

1. System Support/Set-Up (CSSS)

a. System Parameter Maintenance (CS01)

The System Parameters Maintenance (CS01) conversation may be used to maintain the security, technical, and functional parameters for the system. These parameters are initially defined during system installation.

Technical system parameters include the language code, password length, security level, number of sessions permitted for each user, and screen processing information.

Functional system parameters include the base unit of measure, base unit of currency, costing method, screen symbols, and screen literals that are specific to the facility.

This conversation may also be used to specify the parameters used to create system-generated numbers. The start number, end number, and increment may consist of up to 32 different types of numbers.

b. User Maintenance (CS02)

The User Maintenance conversation (CS02) may be used to define and maintain information about system users and to assign ownership and subfacility codes to a user.

User information includes the user ID, system user name, password, user class, and language.

Ownership codes identify the inventory authorized for a user without taking the physical location into account. Subfacility codes, which represent physical locations, identify the areas within the facility where a user is authorized to make inventory transactions.

c. Shop Calendar Maintenance (CS03)

The Shop Calendar Maintenance conversation (CS03) may be used to define and maintain the standard working days, holidays, and non-working days for a given calendar year.

For each calendar year, a user may specify a calendar type, the day of the week on which January 1st falls, and the shift start and end times.

The information in this conversation is used to generate a shop calendar and to determine the days when no production is planned in the plant. On days defined as holidays or non-working days, process lines in the system are not available for production.

d Currency Exchange Rate Maintenance (CS04)

The Currency Exchange Rate Maintenance conversation (CS04) may be used to define and maintain information used to convert a monetary value from one currency to another.

Currency information includes the currency to be converted to, the currency to be converted from, the exchange rate to be used in the conversion, and the date when the exchange rate is to become effective.

The information in this conversation is used throughout the system to convert monetary values from one currency to another on screens.

e. UOM Conversion Factor Maintenance (CS05)

The UOM Conversion Factor Maintenance conversation (CS05) may be used to define and maintain conversion factors for all units of measure used within the system except item/container-specific units of measure. The information in this conversation is used to convert the quantity of an item from one unit of measure to another.

Information for each unit of measure includes the unit of measure type (weight, volume, length), the unit of measure to be converted to, and the conversion factor to be used.

Conversion factors for units of measure that are item/container specific are defined in the Item/Spec Container Maintenance conversation (PR13).

2. Functions Maintenance (CSFM)

a. Facility Maintenance (CS06)

The Facility Maintenance conversation (CS06) may be used to define and maintain information about the facility using the system. This information includes environmental data.

Facility information includes: the facility's name and address; management, technical, and emergency contacts; and information about the agencies associated with the facility, such as fire and police departments.

Environmental information about the facility includes the compliance quantity tolerance, procedure codes identifying the Material Safety Data Sheet disclaimer and cover letter, and the source, type and environmental location for each compliance quantity source.

b. Enterprise Facility Maintenance (CS27)

The Enterprise Facility Maintenance conversation (CS27) may be used to define and maintain information about the facility using the system at the enterprise level. This information includes environmental data.

Facility information includes: the facility's name and address; management, technical, and emergency contacts; and information about the agencies associated with the facility, such as fire and police departments.

Environmental information about the facility includes the compliance quantity tolerance, procedure codes identifying the Material Safety Data Sheet disclaimer and cover letter, and the source type and environmental location for each compliance quantity source.

c. Agency Maintenance (CS07)

The Agency Maintenance conversation (CS07) may be used to maintain information about agencies associated with the facility. An agency is any organization outside the plant----such as the local fire and police departments, environmental reporting agencies, and hazardous waste transporters.

Agency information includes the agency name, address, phone number, and primary contact. If the agency is a government agency, enter the ID for the state or federal Environmental Protection Agency (EPA).

The agency information defined in this conversation is primarily used for government reporting requirements.

d. Vendor Maintenance (CS09)

The Vendor Maintenance conversation (CS09) may be used to define and maintain information about vendors providing products, materials, services, or utilities.

Vendor information includes the vendor's address, the language and currency used by the vendor, trade terms, payment terms, shipping mode, and performance rating.

Vendor information may be used to create purchase orders and to record the receipt of materials. To define a relationship between vendors and their products, use the Item/Spec/Vendor Maintenance conversation (CS21).

e. Employee Maintenance (CS10)

The Employee Maintenance conversation (CS10) may be used to define and maintain information about employees in the facility.

Employee information includes the employee's social security number, hire date, department number, and supervisor. It also includes the health and safety requirements for each employee, such as job classification and occupation code.

Employee information may be used to support employee medical exam and incident reporting, as well as to monitor employee exposure to hazardous items and physical agents.

f. Container Maintenance (CS12)

The Container Maintenance conversation (CS12) may be used to define and maintain information about containers. A container is any item used to store, ship, or hold materials or goods.

Container information includes the container type, material, lining, capacity, cubic measurement, and unit of measure. For stationary containers that are not moved within the plant, such as tanks and silos, define a location code.

Container information is used when defining packaging requirements for an item/spec. Assign valid containers to item/specs by using the Item/Spec Container Maintenance conversation (PR13).

g. Procedure Maintenance (CS13)

The Procedure Maintenance conversation (CS13) may be used to define and maintain free-form text describing procedures that are performed within the facility.

Examples of procedures include production, quality, hazardous material handling, and first aid procedures. Also defined as procedures are some items, such as the cover letter and disclaimer for the Material Safety Data Sheet.

Procedures defined in this conversation are linked to a specific entity in other conversations. The Procedure Code Where Used conversation (CS25) may be used to review all items associated with a specific procedure.

The Process Line Maintenance conversation (CS14) may be used to define and maintain a process line. A process line is a series of operating units that are used to produce an item/spec.

Process line information includes equipment codes and descriptions for the operating units; a maintenance procedure code; and standard, minimum, and maximum batch sizes and production rates.

This information also includes standard line downtime----when the line will not be available for production during the working day. Standard line downtime is used during production scheduling to determine when production will or will not take place on the process line.

i. Enterprise Process Line Maintenance (CS28)

The Enterprise Level Line Maintenance conversation (CS28) may be used to define and maintain a process line for each facility at the enterprise level. A process line is a series of operating units that are used to produce an item/spec.

Process line information includes equipment codes and descriptions for the operating units; a maintenance procedure code; and standard, minimum, and maximum batch sizes and production rates.

This information also includes standard line downtime----when the line will not be available for production during the working day. Standard line downtime is used during production scheduling to determine when production will take place on the process line for each facility.

j. Customer Bill-To Maintenance (CS15)

The Customer Bill-To Maintenance conversation (CS15) may be used to define and maintain customer bill-to information used during order entry.

Bill-to information includes invoice destination, trade terms, the language and currency used by the customer, the salesperson associated with the customer, customer contacts, and customer classification.

Additional customer information may be maintained using the Customer Ship-To Maintenance (CS16) conversation and the Customer/Item/Spec Maintenance (CS18) conversation.

k. Customer Ship-To Maintenance (CS16)

The Customer Ship-To Maintenance conversation (CS16) may be used to define and maintain customer shipping information. There may be several ship-to locations for each customer. Each location is identified by a three character ship-to code.

The shipping information for each ship-to location includes the ship-to address, customer contact, and phone number. Additional customer information may be maintained using the Customer Bill-To Maintenance (CS15) conversation and the Customer/Item/Spec Maintenance (CS18) conversation.

l. Session Constant Maintenance (CS22)

The Session Constants Maintenance conversation (CS22) may be used to change session constants from the default values to other valid values.

Each time a user signs on the system, the values of the session constants are set to the default values for the facility and for the user's ID. If desired, a user may change tho following values for a session: the subfacility and ownership codes, the printer queue, and the characters to be used when displaying currency amounts. Proper authorization is required to change subfacility and ownership codes.

The new values will only be used during the present session. At the next system sign on, the session constants will be set to the original default values.

m. Electronic Mail User Maintenance (CS23)

The Electronic Mail User Maintenance conversation (CS23) may be used to define each PROCESS/1 user who will receive electronic mail messages from the system. Indicate all users capable of being assigned as a project leader for a new product development effort.

For each mail message user, a user may define the user's nickname, VAX user ID, and VAX node. The user nickname is used throughout PROCESS/1 to refer to a user.

n. Inventory Location Maintenance (CS24)

The Inventory Location Maintenance conversation (CS24) may be used to define and maintain locations where inventory may be stored within the facility.

The information for each location includes the location code, description, storage capacity, and unit of measure. It also includes an environmental location code and Tier II information, such as pressure and temperature.

The information in this conversation may be used to determine a desirable storage location for an item/spec.

o. Procedure Code Where Used (CS25)

The Procedure Code Where Used conversation (CS25) may be used to review all items associated with a specific procedure. Procedures are defined in the Procedure Maintenance conversation (CS13) and are linked to a specific item using Product Management conversations.

p. Electronic Mail Message Maintenance (CS26)

The Electronic Mail Message Maintenance conversation (CS26) may be used to create and maintain electronic mail messages used within the PROCESS/1 system. For each message, the following may be defined:

all project team members who will receive the message

the subject of the message

detailed message text

Once an electronic mail message is defined, it can be associated with various events occurring within PROCESS/1. Whenever an event occurs, the system will automatically send the message text to the specified team members.

PROCESS/1 requires some electronic mail messages for normal operation; these messages cannot be deleted. For required mail messages, the distribution list and message text can still be maintained.

3. Product Relationship (CSPR)

a. Customer/Item/Spec Maintenance (CS18)

The COA Requirements Maintenance conversation (CS18) may be used to define and maintain information about an item/spec purchased by a customer.

The customer/item/spec information includes the number and name that the customer uses for the item/spec and Certificate of Analysis (COA) information.

This conversation may be used to maintain separate COA information for each ship-to location code that is defined for a customer. COA information includes laboratory tests for an item/spec that a customer requests, the range of acceptable test results, the addresses where the COA should be sent, and the method of delivery.

b. Item/Spec/Vendor Maintenance (CS21)

The Item/Spec/Vendor Maintenance conversation (CS21) may be used to define and maintain purchasing information for an item/spec from a vendor.

Purchasing information includes the vendor/item/spec rating, vendor lead time, unit price, and material number and name used by the vendor for the item/spec. This conversation may be used to record and track Material Safety Data Sheet and Certificate of Analysis receipts for a vendor's item/spec.

The information in this conversation is used when selecting vendors during purchase order creation. It also provides a cross-reference for environmental and quality certification information.

B. ENVIRONMENT (PSEN)

1. EHST Setup (ENES)

a. Job Type Maintenance (EN20)

The Job Type Maintenance conversation (EN20) may be used to review and maintain names and descriptions for each type of job that an employee may perform. Also use this conversation to create and maintain a list of training courses that are recommended for an employee based on the employee's job.

For each job, a user may enter a list of recommended training courses and, if the employee should take a course on a periodic basis, specify how often the employee should take the course.

Job Type Maintenance

PURPOSE: To access job type information. Also use this screen to review and maintain training courses associated with a job type.

BROWSE: Review the job type information. BRWCRS: Browse Training Course. To review training courses associated with a job, press the `BrwCrs` function key combination.

Job Type Course Maintenance

PURPOSE: To browse training course information. Training courses are recommended for an employee based on his/her job type. Also use this screen to access job type information.

SEARCH: With the cursor on the first blank line, enter full or partial Course Number or Course Name and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional courses, press the `Next Screen` key.

Job Type Course Maintenance

BROWSE: Review the course information for the job type.

HEADER: Header. To review job type information, press the `Header` function key combination.

Job Type Maintenance

PURPOSE: To add or modify job type information. Also use this screen to review and maintain training courses associated with a job type.

INSERT: Required:

Job Type Number

Job Type Description

MODIFY: Change the Job Type Description.

Job Type Maintenance

BRWCRS: Browse Training Course. To review training courses associated with a job, press the `BrwCrs` function key combination.

UPDCRS: Update Training Course. To update training courses associated with a job, press the `UpdCrs` function key combination.

Job Type Course Maintenance

PURPOSE: To search for, add, browse, or modify training course information. Training courses are recommended for an employee based on his/her job type. Also use this screen to access job type information.

SEARCH: With the cursor on the first blank line, enter a full or partial Course Number or Course Name and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional courses, press the `Next Screen` key.

Job Type Course Maintenance

INSERT: Required: Course Number

The job type and course combination must be unique.

MODIFY: Search if necessary. Enter the course to change or place the cursor on the course from the list. Change the Course Number or Frequency (in days).

HEADER: Header. To review job type information, press the `Header` function key combination.

Job Type List

PURPOSE: To search for and select a job type. Also use this screen to review and maintain training courses associated with a job type.

SEARCH: With the cursor on the first blank line, enter a full or partial Job Code or Job Name and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional job types, press the `Next Screen` key.

Job Type List

INSERT: Press the `Insert` function key combination.

BROWSE: Search if necessary. Enter the job to browse or place the cursor on the desired job from the list. Press the `Browse` function key combination.

MODIFY: Search if necessary. Enter the job to change or place the cursor on the desired job from the list. Press the `Modify` function key combination.

Job Type List

BRWCRS: Browse Training Course. To review training courses associated with a job type, search if necessary. Enter the course or place the cursor on the desired course from the list. Press the `BrwCrs` function key combination.

UPDCRS: Update Training Course. To update training courses associated with a job type, search if necessary. Enter the course or place the cursor on the desired course from the list. Press the `UpdCrs` function key combination.

Training Course List

PURPOSE: To search for and select training course information.

SEARCH: With the cursor on the first blank line, enter a full or partial Course Number or Course Name and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional courses, press the `Next Screen` key.

Training Course List

SELECT: Place the cursor on the desired course. Press the `Return` function key to return the selected information to the detail screen.

b. Environmental Location Maintenance (EN21)

The Location Exam/Course Maintenance (EN21) conversation may be used to assign and maintain the medical exams and training courses an employee is recommended to take as the result of working in a particular environmental location.

For medical exams, a user may enter the exam number and the frequency that the employee should take the medical exam. For training courses, include the course number and frequency for the course.

This conversation may also be used to enter and maintain environmental location information.

Location Exam Maintenance

PURPOSE: To browse medical exam information associated with a location. Also use this screen to access location information and to access training course information for review or modification. This information is used to determine the recommended training courses and medical exams an employee should take.

Location Exam Maintenance

SEARCH: With the cursor on the first blank line, enter a full or partial Exam Number or Exam Name and press the `Find` key. If the first line is not blank, use the space bar to clear the screen before entering information. To start at the beginning of the list, press the `Find` key. To see additional exams, press the `Next Screen` key.

BROWSE: Review the location exam information.

Location Exam Maintenance

BRWCRS: Browse Training Course. To review training courses associated with a location, search if necessary. Enter the course or place the cursor on the desired course from the list. Press the `BrwCrs` function key combination.

HEADER: Location Number and Name. To maintain the location number and name, press the `Header` function key combination.

Location Course Maintenance

PURPOSE: To browse training course information associated with a location. Also use this screen to access location information and to access medical exam information for review or modification.

SEARCH: With the cursor on the first blank line, enter a full or partial Course Number or Course Name and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional courses, press the `Next Screen` key.

Location Course Maintenance

BROWSE: Review the location course information.

BRWEXM: Browse Medical Exam. To review medical exams associated with a location, search if necessary. Enter the exam or place the cursor on the desired exam from the list. Press the `BrwExm` function key combination.

HEADER Location Number and Name. To maintain the location number and name, press the `Header` function key combination.

Environmental Location Maintenance

PURPOSE: To browse an environmental location number and name. Also use this screen to go to the screen where the user may review and maintain medical exams and training courses associated with an environmental location. This information is used to determine the recommended training courses and medical exams an employee should take.

BROWSE: Review the environmental location information.

Environmental Location Maintenance

BRWEXM: Browse Medical Exam. To review medical exams associated with an environmental location, press the `BrwExm` function key combination.

BRWCRS: Browse Training Course. To review training courses associated with an environmental location, press the `BrwCrs` function key combination.

Location Exam Maintenance

PURPOSE: To search for, insert, update or delete medical exam information associated with a location. Also use this screen to access location information and to access environmental location training course information for review or modification. This information is used to determine the recommended medical exams an employee should take.

Location Exam Maintenance

SEARCH: With the cursor on the first blank line, enter a full or partial Exam Number or Exam Name and press the `Find` key. If the first line is not blank, use the space bar to clear the screen before entering information. To start at the beginning of the list, press the `Find` key. To see additional exams, press the `Next Screen` key.

Location Exam Maintenance

INSERT: Required: Exam Number. After entering exam information, press the `Insert` key.

DELETE: Search if necessary. Enter the exam to delete or place the cursor on the desired information from the list. Press the `Delete` function key combination.

Location Exam Maintenance

BRWCRS: Browse Training Course. To review training courses associated with a location, search if necessary. Enter the course or place the cursor on the desired course from the list. Press the `BrwCrs` function key combination.

UPDCRS: Update Training Course. To update training courses associated with a location, search if necessary. Enter the course or place the cursor on the desired course from the list. Press the `UpdCrs` function key combination.

Location Exam Maintenance

HEADER: Location Number and Name. To maintain the location number and name, press the `Header` function key combination.

Location Course Maintenance

PURPOSE: To search for, insert, modify, or delete training course information associated with a location. Also use this screen to access location information and to access environmental location medical exam information for review or modification.

This information is used to determine the recommended training courses an employee should take.

Location Course Maintenance

SEARCH: With the cursor on the first blank line, enter a full or partial Course Number or Course Name and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional courses, press the `Next Screen` key.

Location Course Maintenance

INSERT: Required: Course Number. After entering course information, press the `Insert` key

MODIFY: Search if necessary. Modify the Course Code or Course Frequency Days.

DELETE: Search if necessary. Enter the course to delete or place the cursor on the desired information from the list. Press the `Delete` function key combination.

Location Course Maintenance

BRSEXM: Browse Medical Exam. To review medical exams associated with a location, search if necessary. Enter the exam or place the cursor on the desired exam from the list. Press the `BrwExm` function key combination.

UPDEXM: Update Medical Exam. To update medical exams associated with a location, search if necessary. Enter the exam or place the cursor on the desired exam from the list. Press the `UpdExm` function key combination.

Location Course Maintenance

HEADER: Location Number and Name. To maintain the location number and name, press the `Header` function key combination. Environmental Location Maintenance

PURPOSE: To add or modify the environmental location number and name. Also use this screen to go to the screen where the user may review and maintain medical exams and training courses associated with an environmental location. This information is used to determine the recommended training courses and medical exams an employee should take.

INSERT: Required:

Location Number

Location Description

Environmental Location Maintenance

MODIFY: Change the Location Number or Location Description.

BRWEXM: Browse Medical Exam. To review medical exams associated with an environmental location, press the `BrwExm` function key combination.

UPDEXM: Medical Exam. To update medical exams associated with an environmental location, press the `UpdExm` function key combination.

Environmental Location Maintenance

BRWCRS: Browse Training Course. To review training courses associated with an environmental location, press the `BrwCrs` function key combination.

UPDCRS: Update Training Course. To update training courses associated with an environmental location, press the `UpdCrs` function key combination.

Environmental Location List

PURPOSE: To search for and select an environmental location. Also use this screen to access environmental location medical exam and training course information for review or modification.

SEARCH: With the cursor on the first blank line, enter a full or partial Location Number or Location Description and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional locations, press the `Next Screen` key.

Environmental Location List

INSERT: Press the `Insert` function key combination.

MODIFY: Search if necessary. Enter the location to modify or place the cursor on the desired information from the list. Press the `Modify` function key combination.

BRWEXM: Browse Medical Exam. To review medical exams associated with a location, press the `BrwExm` function key combination.

Environmental Location List

UPDEXM: Update Medical Exam. To update medical exams associated with a location, press the `UpdExm` function key combination.

BRWCRS: Browse Training Course. To review training courses associated with a location, press the `BrwCrs` function key combination.

UPDCRS: Update Training Course. To update training courses associated with a location, press the `UpdCrs` function key combination.

Medical Exam List

PURPOSE: To search for and select medical exam information.

SEARCH: With the cursor on the first blank line, enter a full or partial Medical Exam Code or Medical Exam Name and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional exams, press the `Next Screen` key.

Medical Exam List

SELECT: Place the cursor on the desired exam. Press the `Return` function key to return the selected information to the detail screen.

Training Course List

PURPOSE: To search for and select a training course.

SEARCH: With the cursor on the first blank line, enter a full or partial Course Number or Course Name and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional courses, press the `Next Screen` key.

Training Course List

SELECT: Place the cursor on the desired course. Press the `Return` function key to return the selected information to the detail screen.

c. Physical Agent Maintenance (EN22)

The Physical Agent Maintenance (EN22) conversation may be used to review and maintain recommended training course and medical exam information for employees who are exposed to physical agents. A physical agent is any intangible or uninventoried element exposed to an employee, such as dust or noise.

For recommended training courses, a user may include the course number and the frequency that the employee should take the course. For recommended medical exams, a user may include the exam number and the exam frequency.

Additionally, this conversation may be used to maintain the physical agent's number and name.

Physical Agent Course Maintenance

PURPOSE: To review training course information associated with a physical agent. Also use this screen to access physical agent information and medical exam information for review or modification. This information is used to determine the recommended training courses and medical exams an employee should take.

Physical Agent Course Maintenance

SEARCH: With the cursor on the first blank line, enter a full or partial Course Number or Course Name and press the `Find` key. If the first line is not blank, use the space bar to clear the screen before entering information. To start at the beginning of the list, press the `Find` key. To see additional courses, press the ,Next Screen` key.

Physical Agent Course

BROWSE: Search if necessary. Enter the course to browse or place the cursor on the desired course from the list. Review the information.

BRWEXM: Browse Medical Exam. To review medical exams associated with a physical agent, search if necessary. Enter the exam or place the cursor on the desired exam from the list. Press the `BrwExm` function key combination.

Physical Agent Course Maintenance

HEADER: Physical Agent Number and Name. To maintain the physical agent number and name, press the `Header` function key combination.

Physical Agent Exam Maintenance

PURPOSE: To review medical exam information associated with a physical agent. Also use this screen to access physical agent information and training course information for review or modification. This information may be used to determine the recommended training courses and medical exams an employee should take.

Physical Agent Exam Maintenance

SEARCH: With the cursor on the first blank line, enter a full or partial Exam Number or Exam Name and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional exams, press the `Next Screen` key.

Physical Agent Exam Maintenance

BROWSE: Search if necessary. Enter the exam to browse or place the cursor on the desired exam from the list. Review the information.

BRWCRS: Browse Training Course. To review training courses associated with a physical agent, search if necessary. Enter the course or place the cursor on the desired course from the list. Press the `BrwCrs` function key combination.

Physical Agent Exam Maintenance

HEADER: Physical Agent Number and Name. To maintain the physical agent number and name, press the `Header` function key combination.

Physical Agent Maintenance

PURPOSE: To review the physical agent number and name. Also use this screen to review and maintain medical exams and training courses associated with a physical agent. This information is used to determine the recommended training courses and medical exams an employee should take.

BROWSE: Review the physical agent information.

Physical Agent Maintenance

BRWEXM: Browse Medical Exam. To review medical exams associated with a physical agent, press the `BrwExm` function key combination.

BRWCRS: Browse Training Course. To review training courses associated with a physical agent, press the `BrwCrs` function key combination.

Physical Agent Course Maintenance

PURPOSE: To search for, insert, modify, or delete training course information associated with a physical agent. Also use this screen to access physical agent information and to access medical exam information for review or modification. This information is used to determine the recommended training courses an employee should take.

Physical Agent Course Maintenance

SEARCH: With the cursor on the first blank line, enter a full or partial Course Number or Course Name and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional courses, press the `Next Screen` key.

Physical Agent Course Maintenance

INSERT: Required: Course Number. After entering course information, press the `Insert` key.

MODIFY: Search if necessary. Modify the Course Code or Course Frequency Days.

DELETE: Search if necessary. Enter the course to delete or place the cursor on the desired information from the list. Press the `Delete` function key combination.

Physical Agent Course Maintenance

BRWEXM: Browse Medical Exam To review medical exams associated with a physical agent, search if necessary. Enter the exam or place the cursor on the desired exam from the list. Press the `BrwExm` function key combination.

UPDEXM: Medical Exam. To update medical exams associated with a physical agent, search if necessary. Enter the exam or place the cursor on the desired exam from the list. Press the `UpdExm` function key combination.

Physical Agent Course Maintenance

HEADER: Physical Agent Number and Name. To maintain the physical agent number and name, press the `Header` function key combination.

Physical Agent Exam Maintenance

PURPOSE: To search for, insert, update or delete medical exam information associated with a physical agent. Also use this screen to access physical agent information and training course information for review or modification. This information is used to determine the recommended training courses and medical exams an employee should take.

Physical Agent Exam Maintenance

SEARCH: With the cursor on the first blank line, enter a full or partial Exam Number or Exam Name and press the `Find` key. If the first line is not blank, use the space bar to clear the screen before entering information. To start at the beginning of the list, press the `Find` key. To see additional exams, press the `Next Screen` key.

Physical Agent Exam Maintenance

INSERT: Required: Exam Number. After entering exam information, press the `Insert` key.

DELETE: Search if necessary. Enter the exam to delete or place the cursor on the desired information from the list. Press the `Delete` function key combination.

Physical Agent Exam Maintenance

BRWCRS: Browse Training Course. To review training courses associated with a physical agent, search if necessary. Enter the course or place the cursor on the desired course from the list. Press the `BrwCrs` function key combination.

UPDCRS: Update Training Course. To update training courses associated with a physical agent, search if necessary. Enter the course or place the cursor on the desired course from the list. Press the `UpdCrs` function key combination.

Physical Agent Exam Maintenance

HEADER: Physical Agent Number and Name. To maintain the physical agent number and name, press the `Header` function key combination.

Physical Agent Maintenance

PURPOSE: To add or modify the physical agent number and name. Also use this screen to go to the screen where the user may review and maintain medical exams and training courses associated with a physical agent. This information is used to determine the recommended training courses and medical exams an employee should take.

INSERT: Required:

Physical Agent Number

Physical Agent Name

Physical Agent Maintenance

MODIFY: Change the Physical Agent Number or Physical Agent Name.

BRWEXM: Browse Medical Exam. To review medical exams associated with a physical agent, press the `BrwExm` function key combination.

UPDEXM: Update Medical Exam. To update medical exams associated with a physical agent, press the `UpdExm` function key combination.

Physical Agent Maintenance

BRWCRS: Browse Training Course. To review training courses associated with a physical agent, press the `BrwCrs` function key combination.

UPDCRS: Update Training Course. To update training courses associated with a physical agent, press the `UpdCrs` function key combination.

Physical Agent List

PURPOSE: To search for and select a physical agent. Also use this screen to go to the screen where the user may review and maintain medical exams and training courses associated with a physical agent.

SEARCH: With the cursor on the first blank line, enter a full or partial Physical Agent Code or Physical Agent Name and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional physical agents, press the `Next Screen` key.

Physical Agent List

INSERT: Press the `Insert` function key combination.

BROWSE: Search if necessary. Enter the physical agent to browse or place the cursor on the desired physical agent from the list. Press the `Browse` function key combination.

MODIFY: Search if necessary. Enter the physical agent to change or place the cursor on the desired physical agent from the list. Press the `Modify` function key combination.

Physical Agent List

BRWEXM: Browse Medical Exam. To review medical exams associated with a physical agent, search if necessary. Enter the exam or place the cursor on the desired exam from the list. Press the `BrwExm` function key combination.

UPDEXM: Update Medical Exam. To update medical exams associated with a physical agent, search if necessary. Enter the exam or place the cursor on the desired exam from the list. Press the `UpdExm` function key combination.

Physical Agent List

BRSCRS: Browse Training Course. To review training courses associated with a physical agent, search if necessary. Enter the course or place the cursor on the desired course from the list. Press the `BrwCrs` function key combination.

UPDCRS: Update Training Course. To update training courses associated with a physical agent, search if necessary. Enter the course or place the cursor on the desired course from the list. Press the `UpdCrs` function key combination.

Training List

PURPOSE: To search for and select training course information.

SEARCH: With cursor on the first blank line, enter a full or partial Course Number or Course Name and press the `Find` key. If the first blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional courses, press the `Next Screen` key.

Training Course List

SELECT: Place the cursor on the desired course. Press the `Return` function key to return the selected information to the detail screen.

Medical Exam List

PURPOSE: To search for and select medical exam information.

SEARCH: With the cursor on the first blank line, enter a full or partial Medical Exam Code or Medical Exam Name and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional exams, press the `Next Screen` key.

Medical Exam List

SELECT: Place the cursor on the desired exam. Press the `Return` function key to return the selected information to the detail screen.

2. Compliance Quantities (ENCQ)

a. CQ Inquiry (EN10)

The CQ (Compliance Quantities) Maintenance conversation (EN10) may be used to review all compliance quantities existing on the system. A compliance quantity represents a permissible amount that is associated with any item that is regulated. Sources of compliance quantities include agencies (OSHA, EPA), permits, local regulations, and internal standards.

The information about compliance quantities that displays in this conversation may include the source, the associated item or physical agent, the location code (if a compliance quantity is for a specific location), the type, the value, and the unit of measure.

Compliance Quantities List

PURPOSE: To search for compliance quantity information.

SEARCH: With the cursor on the first blank line, enter a full of partial CQ Source, Exposure Source, Exposure Type, or Location Code. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional compliance quantities, press the `Next Screen` key.

Environmental Location List

PURPOSE: To search for and select an environmental location.

SEARCH: With the cursor on the first blank line, enter a full or partial Location Number or Location Description and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional locations, press the `Next Screen` key.

Environmental Location List

SELECT: Place the cursor on the desired location. Press the `Return` function key to return the selected information to the detail screen.

Compliance Quantity Source List

PURPOSE: To search for and select a compliance quantity source.

SEARCH: With the cursor on the first blank line, enter a full or partial CQ Source Code or CQ Source Description and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional compliance quantity sources, press the `Next Screen` key.

Compliance Quantity Source List

SELECT: Place the cursor on the desired compliance quantity source. Press the `Return` function key to return the selected information to the detail screen.

b. CQ Source Maintenance (EN11)

The CQ (Compliance Quantity) Source Maintenance conversation (EN11) may be used to create and maintain information about compliance quantity sources. Sources of compliance quantities include agencies (OSHA, EPA), permits, local regulations, and internal standards.

This conversation may be used to enter information for all compliance quantities that appear on a specific source, such as the value for the compliance quantity, the item number or physical agent code, location code, and

A user may also enter information about agencies to be notified when a source exceeds a compliance quantity.

CQ Source Maintenance

PURPOSE: To browse compliance quantity source information and to access additional compliance quantity source information and agency notification information when a compliance quantity is exceeded. A compliance quantity source is any source of compliance quantities, including federal lists, permits, or internal standards.

CQ Source Maintenance

BROWSE: Review the compliance quantity source information. Compliance Quantity Notification. To maintain agency

NOTIF: notification information, press the `CQNotf` function key combination.

CQ Compliance Quantity Quantities. To review compliance

QTY: quantity source information, press the `CQ Qty` function key combination.

CQ Source Quantity Maintenance

PURPOSE: To browse compliance quantity source information and to access compliance quantity notification and physical agent information. Compliance quantities are used to determine if EPA notification is necessary for an unplanned release of material. This information determines if results from environmental and exposure monitoring exceeds federal, local, or internal standards.

CQ Source Quantity Maintenance

SEARCH: With the cursor on the first blank line, enter a full or partial Compliance Quantity or Unit of Measure and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional exposure information, press the `Next Screen` key.

CQ Source Quantity Maintenance

BROWSE: Review the compliance source quantity information.

NOTIF: Compliance Quantity Notification. To maintain agency notification information, press the `CQ Notf` function key combination.

CQ Source Notification Maintenance

PURPOSE: To browse agency notification information and to access compliance quantity source information.

SEARCH: With the cursor on the first blank line, enter a full or partial Agency Code or Agency Name and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional agencies, press the `Next Screen` key.

CQ Source Notification Maintenance

BROWSE: Review the notification information.

CQQTY: Compliance Quantity Quantities. To review compliance quantity source information, press the `CQ Qty` function key combination.

CQ Source Maintenance

PURPOSE: To modify compliance quantity source information and to access additional compliance quantity source information and agency notification information when a compliance quantity is exceeded. A compliance quantity source is any source of compliance quantities, including federal lists, permits, or internal standards.

CQ Source Maintenance

MODIFY: Change any information except the CQ Source Code.

NOTIF: Compliance Quantity Notification. To maintain agency notification information, press the `CQNotf` function key combination.

CQQTY: Compliance Quantity Quantities. To maintain compliance quantity source information, press the `CQ Qty` function key combination.

CQ Source Quantity Maintenance

PURPOSE: To search for, insert, update or delete a compliance quantity source and to access compliance quantity agency information. Compliance quantities are used to determine if agency notification is necessary as the result of some occurrence which has occurred in the plant.

CQ Source Quantity Maintenance

SEARCH: With the cursor on the first blank line, enter a full or partial Compliance Quantity or Unit of Measure and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional compliance quantity sources, press the `Next Screen` key.

CQ Source Quantity Maintenance

INSERT: Required: CQ Qty (Compliance Quantity) and UM (Unit of Measure). After entering compliance quantity information, press the `Insert` key.

DELETE: Search if necessary. Enter the compliance quantity information to delete or place the cursor on the desired information from the list. Press the `Delete` function key combination.

CQ Source Quantity Maintenance

NOTIF: Compliance Quantity Notification. To maintain agency notification information, press the `CQ Notf` function key combination.

PHYAG: Physical Agent. To maintain physical agent information, press the `PhyAg` function key combination.

CQ Source Notification Maintenance

PURPOSE: To search for, insert, update or delete agency notification information and to access compliance quantity source information.

SEARCH: With the cursor on the first blank line, enter a full or partial Agency Code or Agency Name and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional agencies, press the `Next Screen` key.

CQ Source Notification Maintenance

INSERT: Required: Agency Code. After entering agency information, press the `Insert` key.

MODIFY: Search if necessary. Modify the Notification Days or Report Description.

CQ Source Notification Maintenance

DELETE: Search if necessary. Enter the agency to delete or place the cursor on the desired information from the list. Press the `Delete` function key combination.

CQQTY: Compliance Quantity Quantities. To review compliance quantity source information, press the `CQ Qty` function key combination.

Compliance Quantity Source List

PURPOSE: To search for and select a compliance quantity source.

SEARCH: With the cursor on the first blank line, enter a full or partial CQ Source Code or CQ Source Description and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional compliance quantity sources, press the `Next Screen` key.

Compliance Quantity Source List

INSERT: Press the `Insert` function key combination.

BROWSE: Search if necessary. Enter the compliance quantity source to review or place the cursor on the desired item from the list. Press the `Browse` function key combination.

MODIFY: Search if necessary. Enter the compliance quantity source to change or place the cursor on the desired item from the list. Press the `Modify` function key combination.

Agency List

PURPOSE: To search for and select an agency.

SEARCH: With the cursor on the first blank line, enter a full or partial Agency Code or Agency Name and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional agencies, press the ,Next Screen, key.

Agency List

SELECT: Place the cursor on the desired agency. Press the `Return` function key to return the selected information to the detail screen.

Item List

PURPOSE: To search for and select an item.

SEARCH: With the cursor on the first blank line, enter a full or partial Item Number, Item Name, or Type and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional items, press the `Next Screen` key.

Item List

SELECT: Place the cursor on the desired item. Press the `Return` function key to return the selected information to the detail screen.

Physical Agent

PURPOSE: To search for and select a physical agent.

SEARCH: With the cursor on the first blank line, enter a full or partial Physical Agent Code or Physical Agent Name and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional physical agents, press the `Next Screen` key.

Physical Agent

SELECT: Place the cursor on the desired physical agent. Press the `Return` function key to return the selected information to the screen.

Environmental Location List

PURPOSE: To search for and select an environmental location.

SEARCH: With the cursor on the first blank line, enter a full or partial Location Number or Location Description and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the Find, key. To see additional locations, press the `Next Screen` key.

Environmental Location List

SELECT: Place the cursor on the desired location. Press the `Return` function key to return the selected information to the detail screen.

3. Release Management (ENRM)

a. Unplanned Release Maintenance (EN03)

The Unplanned Release Maintenance conversation (EN03) may be used to record and maintain information about chemical releases within the facility or during the transportation of a chemical item.

In addition to unplanned release information, use this conversation may be used to enter comments about the release, maintain the quantity of items released, and indicate clean-up procedures.

Unplanned Release Maintenance

PURPOSE: To revise, insert, browse, or modify information associated with an unplanned release. This information identifies where and when a release occurred, the cause of the release, and the number of people affected. This information is used when creating agency notifications.

REVISE: To revise the header information, including the item number, name, and release quantity/unit of measure, press the `Revise` function key combination.

Unplanned Release Maintenance

INSERT: Required:

Start Date/Time

Media

End Date/Time

Release Cause

Discovered Date/Time

NOTE: The end date/time must be later than the start date/time.

BROWSE: Review the unplanned release item information.

Unplanned Release Maintenance

MODIFY: Change any field except Release Number, Release Revision Number, and Location Description.

ITMLST: Item List To see the items and quantities release associated with an unplanned release, press the `Item List` function key combination.

Unplanned Release Item Maintenance

PURPOSE: To search for, insert, update or delete item information associated with an unplanned release. Also use this screen to access and enter any comments about the items associated with an unplanned release.

SEARCH: With the cursor on the first blank line, enter a full or partial Item Number or Item Name and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional information, press the `Next Screen` key.

INSERT: Add items by moving the cursor below the items listed. Press the `Insert` key. Required:

Item Number

UM (Unit of Measure)

Release Quantity

Unplanned Release Item Maintenance

DELETE: Search if necessary. Delete unplanned release items by placing the cursor on the appropriate item and pressing the `Delete` function key combination; confirm the deletion by pressing the `Remove` key or retain the item by pressing the `Unconfirm` function key combination.

Unplanned Release Item Maintenance

TEXT: To enter comments about the unplanned release, press the `Text` function key combination. On the word processing screen, type in the comments above the [End of file] statement. When finished, press the `F10` function key. When the screen with "Choose Desired Action . . . " appears, to save the comments, press the `F10` function key. To cancel the comments, press the `Remove` key.

Unplanned Release List

PURPOSE: To search for and select an unplanned release. This screen allows the user to access and revise release information including the materials released.

SEARCH: With the cursor on the first blank line, enter a full or partial Release Number, Start Date, or Location Number and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional releases, press the `Next Screen` key.

Unplanned Release List

REVISE: Press the `Revise` function key combination.

INSERT: Press the `Insert` function key combination.

BROWSE: Search if necessary. Enter the release to browse or place the cursor on the desired release from the list. Press the `Browse` function key combination.

Unplanned Release List

MODIFY: Search if necessary. Enter the release to change or place the cursor on the desired release from the list. Press the `Modify` function key combination.

ITMLST: Item List. To see the items and quantities associated with an unplanned release, search if necessary. Enter the release or place the cursor on the desired release from the list. Press the `Itm Lst` function key combination.

Item List

PURPOSE: To search for and select an item.

SEARCH: With the cursor on the first blank line, enter a full or partial Item Number, Item Name, or Type and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional items, press the `Next Screen` key.

SELECT: Place the cursor on the desired item. Press the `Return`function key to return the selected information to the detail screen.

Environmental Location List

PURPOSE: To search for and select location information to add to the detail screen.

SEARCH: With the cursor on the first blank line, enter a full or partial Location Number or Location Description and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional locations, press the `Next Screen` key.

Environmental Location List

SELECT: Place the cursor on the desired location. Press the `Return` function key to return the selected information to the detail screen.

b. Agency Notification Maintenance (EN05)

The Agency Notification Maintenance conversation (EN05) may be used to support unplanned release notification requirements. This conversation may be used in conjunction with the Unplanned Release Maintenance conversation (EN03) to notify agencies after an unplanned release. For each agency notification, the screen displays the notification type and allowed time period to notify the agency. This conversation may also be used to create unplanned release documentation and make revisions to suggested agency notifications.

The operator reporting a release may use the Unplanned Release Maintenance conversation (EN03) to enter the items released and their quantities. The Agency Notification Maintenance conversation (EN05) will then break these quantities down to a molecular level and compare them to reportable quantities. Based on this comparison, a threshold quantity, and information from the Facility Maintenance conversation (CS06), the system will suggest appropriate notifications.

Agency Notification Maintenance

PURPOSE: To create or revise an agency notification of an unplanned release. This screen allows the user to maintain the items which were released and are included in the notification. This information is used to create an agency notification report. Also use this screen to access comments about the agency notification, the CQ Actual Quantity Comparison List, or the Agency Notification List.

Agency Notification Maintenance

INSERT: Required:

Notification Number (system generated)

Notification Revision Number

MODIFY: Change any accessible field.

DELETE: Place the cursor on the item to delete. Press the `Delete` function key combination. Confirm the deletion by pressing the `Confirm` function key combination or retain the item by pressing the `Unconfirm` function key combination key.

Agency Notification Maintenance

DELETE: Items with an actual quantity greater than the compliance quantity cannot be deleted.

EDITTEXT: Add Comments. To add comments about the agency notification, press the `EditText` function key combination. On the word processing screen, enter comments above the [End of file] statement. When through, press the `F10` function key. When the screen with "Choose Desired Action . . . " appears, to save the text, press the `F10` function key. To cancel the text, press the `Remove` key.

Agency Notification Maintenance

BRWSTEXT: Browse Comments. To browse comments about the agency notification, press the `BrswText` function key combination.

BRWSCQ: Browse CQ Actual Quantity Comparison. Search if necessary. Place the cursor on the exception event associated with the actual quantity comparison to browse and press the `BrwsCq` function key combination.

Agency Notification Maintenance

BRAGEN: Browse Agency Notification. Search if necessary. Place the cursor on the exception event associated with the agency notification to browse and press the `BrAgen` function key combination.

CQ (Compliance Quantity) Exception Event List

PURPOSE: To search for a CQ exception event and access the associated actual quantity comparison list or agency notification list.

SEARCH: With the cursor on the first blank line, enter a full or partial Event Number, Event Type, Event Description, Start Date or Location Number and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional exception events, press the `Next Screen` key.

CQ (Compliance Quantity) Exception Event List

BRWSCQ: Browse CQ Actual Quantity Comparison. Search if necessary. Place the cursor on the exception event associated with the actual quantity comparison to browse and press the `BrwsCq` function key combination.

BRAGEN: Browse Agency Notification. Search if necessary. Place the cursor on the exception event associated with the agency notification to browse and press the `BrAgen` function key combination.

CQ (Compliance Quantity) Actual Quantity Comparison List

PURPOSE: To search for the actual quantity and compliance quantity comparisons for an exception event and create an agency notification or access a list of agency notifications.

SEARCH: With the cursor on the first blank line, enter a full or partial Agency Code, Exposure Source, Exposure Source Type, or Reported Quantity Source Code and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional quantity information, press the `Next Screen` key.

CQ (Compliance Quantity) Actual Quantity Comparison List

INSERT: To create an agency notification, press the `Insert` function key combination. Agency notifications must be unique.

BRAGEN: Browse Agency Notification. Search if necessary. Place the cursor on the exception event associated with the agency notification to browse and press the `BrAgen` function key combination.

Agency Notification List

PURPOSE: To search for an agency notification to browse or modify. Also use this screen to access compliance quantity actual comparisons for an exception event.

SEARCH: With the cursor on the first blank line, enter a full or partial Notification Number, Notification Revision Number, Notification Date or Agency Code and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional agency notifications, press the `Next Screen` key.

Agency Notification List

BROWSE: Search if necessary. Enter the notification to browse or place the cursor on the notification from the list. Press the `Browse` function key combination.

ANREVIS: Agency Notification Revision. Search if necessary. Enter the notification to revise or place the cursor on the notification from the list. Press the `ANRevis` function key combination.

Agency Notification List

BRWSCQ: Browse CQ Actual Quantity Comparison. Search if necessary. Place the cursor on the exception event associated with the actual quantity comparison to browse and press the `BrwsCq` function key combination.

4. Waste Management (ENWM)

a. Waste Shipping Request Maintenance (EN07)

The Waste Shipping Request Maintenance conversation (EN07) may be used to enter a request for the shipment of waste materials. Each waste shipping request is identified by a shipping request number.

For a waste shipping request, a user may include the shipping request status, the number of the waste item/spec that is to be shipped, the quantity to be shipped, and information about the location and container of the waste.

After entering a request, a user may schedule the waste for shipment using the Waste Shipment Maintenance conversation (MM52).

Waste Shipping Request Maintenance

PURPOSE: To browse information associated with a waste shipping request. A waste request is a request to ship a quantity of waste from an area of inventory.

BROWSE: Review the waste shipping request information.

Waste Shipping Request Maintenance

PURPOSE: To insert or modify information associated with a waste shipping request. A waste request is a request to ship a quantity of waste from an area of inventory.

INSERT: Required:

Ship Request Number

Ship Request Status

Requested Ship Quantity/Unit of Measure

MODIFY: Change the Ship Request Status or Requested Ship Quantity/Unit of Measure.

Waste Shipping Request List

PURPOSE: To search for and select a waste shipping request.

SEARCH: With the cursor on the first blank line, enter a full of partial Status, Item Number, or Item/Spec Number. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional information, press the `Next Screen` key.

Waste Shipping Request List

INSERT: Press the `Insert` function key combination.

BROWSE: Search if necessary. Enter the item to browse or place the cursor on the desired item from the list. Press the `Browse` function key combination.

MODIFY: Search if necessary. Enter the item to change or place the cursor on the desired item from the list. Press the `Modify` function key combination.

Inventory List By Keys

PURPOSE: To search for and select inventory locations for items.

SEARCH: With the cursor on the first blank line, enter a full or partial Item Number, Item Spec Number, Owner Code, Inventory Status Code, Lot Number, Grade, Container, Building, or Inventory Location Code and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information.

Inventory List By Keys

SEARCH: To start at the beginning of the list, press the `Find` (cont) key. To see additional locations, press the `Next Screen` key.

SELECT: Place the cursor on the desired inventory item. Press the `Return` function key to return the selected information to the detail screen.

b. Waste Profile Maintenance (EN09)

The Vendor Maintenance conversation (CS09) may be used to define and maintain information about vendors providing products, materials, services, or utilities.

Vendor information includes the vendor's address, the language and currency used by the vendor, trade terms, payment terms, shipping mode, and performance rating.

Vendor information may be used to create purchase orders and to record the receipt of materials. To define a relationship between vendors and their products, a user may use the Item/Spec/Vendor Maintenance conversation (CS21).

Waste Profile Maintenance

PURPOSE: To browse waste profile information. A waste profile is an agreement by a waste treatment facility to accept a specified type of waste from the plant. This information is used during the shipping function.

BROWSE: Review the waste profile information.

Waste Profile Maintenance

PURPOSE: To insert or modify waste profile information. A waste profile is an agreement by a waste treatment facility to accept a specified type of waste from the plant. This information is used during the shipping function.

INSERT: Required:

Profile Number

Waste Facility Code

Active Profile flag

Container Type

Item Number

Profile

Creation

Date

Spec Number

Certification Date

Waste Profile Maintenance

MODIFY: Change the Active Profile flag, Profile Creation Date, Profile Close Date, Certification Date, Maximum Ship Quantity/Unit of Measure.

Waste Profile List

PURPOSE: To search for and select a waste profile. Also use this screen to view all shipments associated with the selected profile.

SEARCH: With the cursor on the first blank line, enter a full or partial Profile Number, Item/Spec Number, or Waste Facility code and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional profiles, press the `Next Screen` key.

Waste Profile List

INSERT: Press the `Insert` function key combination.

BROWSE: Search if necessary. Enter the waste profile to browse or place the cursor on the desired waste profile from the list. Press the `Browse` function key combination.

MODIFY: Search if necessary. Enter the waste profile to change or place the cursor on the desired waste profile from the list. Press the `Modify` function key combination.

Waste Profile List

SHIP: Search if necessary. Enter the waste profile to ship or place the cursor on the desired waste profile from the list. Press the `Ship` function key combination.

Waste Profile Shipment Line List

PURPOSE: To maintain information about each shipment associated with a waste profile.

SEARCH: With the cursor on the first blank line, enter a full or partial Shipment Number, Ship Line Status, Scheduled Date, or Acknowledged Date and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional shipments, press the `Next Screen` key.

Waste Profile Shipment Line List

BROWSE: Search if necessary. Enter the shipment to browse or place the cursor on the desired shipment from the list. Press the `Browse` function key combination.

MODIFY: Search if necessary. Enter the shipment to change or place the cursor on the desired shipment from the list. Press the `Modify` function key combination.

Item/Spec Name List

PURPOSE: To search for and select an item/spec.

SEARCH: With the cursor on the first blank line, enter a full or partial Item Number, Item/Spec Number, or Item Name and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before entering information. To start at the beginning of the list, press the `Find` key. To see additional items, press the `Next Screen` key.

Item/Spec Name List

SELECT: Place the cursor on the desired item. Press the `Return` function key to return the selected information to the detail screen.

Agency List

PURPOSE: To search for and select an agency.

SEARCH: With the cursor on the first blank line, enter a full or partial Agency Code or Agency Name and press the `Find` key. If the first line is not blank, use the space bar to clear the fields before en