table of contents


Process Overview for Creating a Turnaround

The process of creating a Turnaround is a three step process. The below is a decision logic diagram to give an overview of the process.


Step 1 - Create an Owner/User

The first step is to create an Owner/User under the Administrator Tile. To create an Owner/User, follow the steps at Owner/User Management.

Once the Owner/User is created, you will want to assign the users who need access to the Owner/User. The steps to add the users to the Owner/User are found here.

NOTE: If the Owner/User is created, there is no need to create a new Owner/User. The system is designed to create one Owner/User and further assign Equipment and Turnarounds to the Owner/User. This process is shown in the above diagram.


Step 2 - Create the Equipment associated with the Owner/User

The second step is to create the Equipment under the Administrator Tile. The Equipment will be associated with an Owner/User defined in Step 1. To create the Equipment, follow the steps at Equipment Management.

NOTE: If the Equipment is already created, there is no need to create the Equipment again. The system is designed to manage a single instance of the Equipment and assign the Equipment to multiple Turnarounds. This process is shown in the above diagram.


Step 3 - Create the Turnaround associated with the Owner/User

The third and final step is to create the Turnaround under the Administrator Tile. The Turnaround will be associated with an Owner/User on creation. Additionally, in the Turnaround setup, there is the ability to associated Equipment to the Turnaround.

To create the Turnaround, follow the steps at Add a Turnaround.

The final step is to provide the details of the Turnaround. This includes:

  1. Creating the Activity Types and Component Groups within Picklists.

  2. Assigning the Equipment from the Equipment List.

  3. Uploading the Activities

  4. Uploading the Equipment Scope

  5. Assigning users.

The steps for providing these additional details and context to the turnaround are found here.

At anytime during this process, you can add users to the Turnaround. A dependency step for this is to ensure they are assigned to the Owner user first. To see details of adding a user to the Turnaround, tap here.