MACH II CDS comes with a powerful search engine which enables the user to view all of the *.CDS files created and stored within a directory. In addition to displaying the files, it also displays particular attributes of that file. The user has the option of either selecting a standard "File Open" (if the exact filename is known), or the enhanced Search Engine which will display other attributes.
Attributes that are displayed - as of this release are:
1. File name.
2. Equipment Number
3. Relief Valve Number
4. Rupture Disc Number
5. Flare Number
6. Node Number
7. Location Number
In subsequent releases, more fields will be added to help distinguish between slight variations of two or more files. Additionally, reporting capabilities will be developed based upon the selection criteria
The Search Engine is invoked by clicking on the drop-down arrow in the Search icon:
Figure 3.0 Open File
It will give the user a choice of opening a file with standard or enhanced search capabilities.
Figure 3.1 Open File with Search Engine Option
Selecting "Open File with Search Engine" will display the following screen (Figure 3.2):
Figure 3.2 Open File with Search Engine Screen
Users select the directory where the *.CDS files are stored and they can view all aspects of those files found. It provides a "bird's-eye" view of the contents of the file. Users can double-click on a particular file in the grid and that file will automatically load, or they can simply click on any file in the grid and then click on the "Open" button.
PSM Reporting Engine
Figure 4.0 PSM Report Engine Dropdown Selection
Managing and reporting on the PSM critical relief system data is one of the crown jewels of the Mach II CDS system. The ability to select and display any number of variables in a report with full control over the report's customization is one of the richest features this program has to offer. Any user will appreciate the power of being able to manage and selectively display different reporting levels in multiple views. This gives the user full PSM control over every aspect of his design, specification, and maintenance details.
The Reporting Engine provides the user with a great deal of flexibility in generating reports of Mach II CDS files. It provides different views of one or more calculations and enables the user to see all the fields associated with those calculation(s) or selectively display only those fields the user wishes to see. This is an excellent tool for generating summary reports or finalized reports for in-house presentation, archiving, or for PSM audit reports. .
The user selects Tools à PSM Report Engine to bring up the PSM Report Engine screen.
Figure 4.1 Report Engine Screen
There are two main views in the Report Engine. The top view is the Windows file directory where the *.CDS files are stored. The lower view is a listing of all files found in the above directory.
Before a report is generated, the user must first determine the Phase Type options to create specific reports. A report can be based on Single-Phase, Two-Phase or both phase aspects can be made. Currently the Report Engine defaults to all relief valves of single-phase type.
If the user desires a more specific reporting view, the option(s) will have to be changed and the following button pressed.
Setting up Report Layout
Clicking on the button will bring the user to the PSM Report Setup utility screen (Figure 4.2).
Figure 4.2 PSM Report Engine Setup
This screen has two main tabs on the top - the Header Selection tab and the Report Formatting tab. The Header Selection tab also has a detailed sub-tab on the bottom for selecting various categories of fields to report on:
Header Selection Tab:
Figure 4.3 Header Selection - PSM Report Engine
Fifty-nine (59) fields are available to the user to customize their reports. As mentioned above, the user can select or deselect any field simply by clicking on the grid box containing the green check mark. The number of possible report formats is unlimited.
The Header tab allows the user to specify which headers users want to be displayed in the file. The user can select or deselect any field simply by clicking on the grid box containing the green check mark. The following examples (Figures 4.4 and 4.5) illustrate this functionality:
Header Category Sub-Tab:
The Header Category Sub-tab is a logical grouping of available headers users can select. The eight- (8) different categories are shown below (Figure 4.4)
Figure 4.4 Header Selection - De-selected Headers
Figure 4.5 Header Selection - All
By clicking on the check marks, the user can de-select the value from the report as shown below:
Figure 4.6 Header Selection - De-selected Headers
wholesale selection and de-selection:
In addition to being able to individually select and de-select PSM reporting fields, two buttons have been provided to simplify the task of rapidly selecting and de-selecting the entire block of fields for that particular category.
Then all the fields within the sub-tab will be selected. The normal default, when the user first enters the PSM Reporting Engine, is that all fields are selected.
This button is the opposite of the Check All button. For each sub tab category, a user can click on this and quickly de-select those fields s/he is not interested in printing.
This time saving functionality is illustrated in Figure 4.7& 4.8 below:
Figure 4.7Header Selection – Use to Select All
Figure 4.8 Header Selection – Use to Deselect All
Header Line Wrapping:
Because of the large number of fields that the user can select for a report, there may be instances where there is insufficient space to display all the selected field columns on a single page. However, the user can maximize the number of additional columns to display, by adding a <CR> in the selection grid (see Figure 3.11 below). The insertion of the special character enables long header names to be displayed on multiple lines in the report. This functionality is illustrated below:
Example: Header Line wrapping - None:
In this example, (Figure 4.9 & 4.10) the two user-selected fields do not have any line-insertion fields (<cr>).
Figure 4.9 Header Selection - No Line Wrap
This will generate the following report format:
Figure 4.10 Results with No Word Wrapping.
Notice the column width in respect to the data displayed. This will severely limit the number of columns that can be displayed on a single page.
Example- Header Line Wrapping - Inserted:
By adding the <cr> at strategic junctions in the Field Name column, the user can maximize the amount of information to display on a single page as shown in the next two illustrations (Figure 4.11 & 4.12).
Figure 4.11 Header Selection - With Line Wrap
This will generate the following report format:
Figure 4.12 Header Selection- Results With Word Wrapping.
Now, notice the column width in respect to the data displayed. This will enable more columns to be displayed. However, you must also change the “Field width” to shorten the column length.
Report Formatting Tab
Figure 4.13 Report Formatting
The Report Formatting Tab is a very powerful feature of the Mach II CDS Reporting Engine, which will enable the user to display the selected data in multiple sort columns. The user can sort by any three fields in ascending or descending sort direction and specify the report title as well as to enable a grid to be displayed or left off.
Figure 4.14 Report Formatting Selection
Saving report layouts:
Because the user can spend considerable time setting up report formats, a mechanism for preserving the report format selections is provided in the following buttons:
After the user has optimized a report layout, s/he can save the format by clicking on this button. It will bring up a Windows screen identical to saving any file (Figure 4.15)
Figure 4.15 Save Mach II Report Layout File
Conversely, to recall a format created previously, selecting this button will allow the user to select a report layout file that was created previously (Figure 3.18). You will find existing Mach II PSM formatted files in the Digital Solution/ My Products /psm formats folder.
Also Notice that you can change the output values to metric by selecting the Measurement Type radio button. When selecting Metric you must also select the PSM format for a metric layout.
Figure 4.16 Load Mach II Report Layout File
Creating PSM Reports:
The Generate Report button creates the report based on the user's selections. The results will be displayed in a preview screen that can be sent to the printer. You may also convert the file to a Word document, a .pdf file or an Excel file by simply clicking the icon for that selection. When selection Excel make sure that all existing Excel files are closed so that the data will not load into your existing Excel file.
Figure 4.17 Generated PSM Report
To exit the Report Engine, click on from any screen.