PETRONAS Engineering Data Management System 2018... · 2018-07-17 · © 2017 Petroliam Nasional Berhad (PETRONAS) 4 How to Login into P-EDMS • Find the P-EDMS Icon in the Desktop

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PETRONAS Engineering Data Management System

P-EDMS 2018 (v7.1) DTC User Guide

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How to download and install P-EDMS

• Download the installer from below link:

http://pedms10.petronas.com/

• Go to the installer section and select PRPC 2018 (v7.1).

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Install P-EDMS

• Double-click on the installer PEDMS DTC-710_PRPC.exe

• Click OK to continue with the installation until complete.

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How to Login into P-EDMS

• Find the P-EDMS Icon in the Desktop

• To Open the P-EDMS DTC, double click on the icon.

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PEDMS Desktop Client - DTC

NOTE: If user do not have a credential yet, please contact P-

EDMS administrator.

Email to : - ict_servicedesk@petronas.com for Petronas Staff

and p.edmssupport@petronas.com.my for non-petronas staff.

Item Description

Project/Site Select a site to login

- Select Project

User name Enter Username

Password Enter Password

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P-EDMS Desktop Client Details

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P-EDMS Desktop Client Details

Tool Bar

The tool bar displays icons for commonly used commands, so that you can click the icons instead of using the

commands on the menus

The P-EDMS toolbar includes a Quick Find tool that lists all the Quick Find methods that you have access to.

Status Bar

The status bar displays the current settings for the role, query configuration, create configuration, effective date and

Tree View

Tree view contains the hierarchy used to navigate data. This tree view is based on your role and configuration

settings defined in System Administration

Properties

When user select an object in a List View, properties window will displays the names and values of the properties

associated with the object

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Change Password

• The Change User Password command allows user to change the password used to log in to P-EDMS. To access this menu and change your password, click File > Change Password from DTC.

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• Change password form will be displayed. User need to enter old password and the new password twice then click OK button.

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Sign Out & Exit

• To sign out / exit from P-EDMS application, click on the Fdn button at the top left corner of P-EDMS. Select Exit Application

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Find & Query Documents

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Document Search

• P-EDMS DTC search functions allow you to find document based on your search criteria. You can perform three types of searches in P-EDMS which are from

• Query (All Document).

• Query (Correspondence Document).

• Quick Finds.

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Using Query (All Document)

• For searching using Queries, it could narrow down your search results. To access this menu, click the icon from tool bar. Then Query form will be displayed.

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• From Query Document form, you can further filter your query base on your own choices for example base on description as per bellow, then click Finish

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Result will display as per bellow.

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Using Quick Find

• For a quick find action, you can specify the document name, part of the name, or a combination of the name and the valid wildcard characters (for example, DD*).

• Quick find menu can be access from toolbar and it consist of many search item:

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The following wildcards can be applied to searches:

• ? - Finds any single character

• * - Finds any string of characters

• % - Performs the same function as *

Letters and numbers can be used with the wildcards to narrow your search. To search for all

Document contains the letters PRO-CAL-111-801001, use *PRO-CAL-111-801001*.

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• To search for all documents, just use * and click Find.

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Search multiple document by using Quick Find function

• User has the ability to search more than one (1) document by utilizing Quick find functionalities at one time.

• To search multiple document, go to the “…” button on the toolbar, click on it.

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• Fill in required documents user want to search in the drop box appear. e.g. RAPID-P0005-TOYO-ARC-PRC-0003 and RAPID-P0005-TOYO-OPN-EQP-9800-9998-999. Click Find.

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• Result will appear as per bellow.

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View the Documents

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• Find the documents using Quick Find or Query

Example :- by using Quick Find , find *PIP* for Piping documents

View Documents

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Search result as below, then select one of the documentsNote: In the top left, the toolbar to control the document will be appear after user select the document.

• Double click to open the document or click yellow open icon in the top left bar. White open icon is to open the document in new window.

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The opened document will be appear.

Note : the tabs below is to navigate to previous search result or opened documents

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Save the Documents

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• Find the documents.

• As search result appear, select the document

• Click Save Target As icon to save the document into local drive.

Save Documents

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• The Save Target As box will appear to confirm where to save.

• Click the … Icon to choose where to save.

• Select which revision to save (if the documents have multiple revision).

• Select OK to confirm.

Note : to confirm the

Document is saved, check the

availability of the document

in the selected folder.

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Receiving To-Do-List Email &

Complete the To-Do List

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Contrac

tor DCC

DCC in

Review

Consolid

Approv

Validation

Prepares

Transmittal &

uploads it to FTP

Server

Downloads

Transmittal

1) Uploads

documents to

2) Initiate review

workflow

1) Receives Email

notification

2) Perform review

/ markup

Complete the

to-do-list item

1) Receives Email

notification

2) Updates /

reviews

markup

1) Receives notification

2) Saves a copy of the

file with all the

ORIGINAL markups to

3) Attaches it back to the

document

Complete the

to-do-list item

1) Receives Email

notification

2) Reviews, approves

or rejects

1) Generates the CRS

2) Attaches CRS to the

document

Create

Outgoing TRM

Upload the

outgoing TRM

to Server

DC receives

Transmittal

Complete the

to-do-list item

Document Review Workflow

Complete the

to-do-list item

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Review Steps

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Receiving E-mail Notification

• User will receive the email To-Do-List.

• After that, open PEDMS to proceed with To-Do-List Item.

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Reviewer To-Do-List

Click on To – Do – List icon/button.

• Select To-Do-List Item icon.

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Reviewer To-Do-List

To review the document attached to To-Do-List Item

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Reviewer To-Do-List

To Open the document. For example :- the purpose is to Review and Markup the document. (Go To Markup Page)

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Markup Drawing/Document

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1.3 Markup [Example]

• Open one sample Drawing or Document

• Click Annotate to show Tools Bar.

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• On the left screen, Tool Bar will appear

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This are functionality it have when creating a markup.

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1.4 Publish (To Save Markup Document to Local Storage)

The Purpose of Publish is to save the Markup Document into Local Storage

• Select Publish

• Select Publish to PDF

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1.4 Publish

• Click Publish

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1.5 Save into Local Storage

• Choose path where to save the Publish PDF

• Click Save to save.

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1.5 Save into Local Storage

*CheckingCheck and review If item is saved.

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1.5 Save Markup Layer into PEDMS

• Click icon

• Select Save to save the markup as layer into PEDMS.

• Close the Document.

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1.5 To Save Markup Layer into PEDMS

• Owning Group :- who's can view your markup layer.

• Description :- Description of markup layer.

• Type : - Purpose of the markup layer.

Click OK to save markup layer.

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Reviewer To-Do-List

After review and markup (Optional). To Complete To-Do-List Item, select To-Do-List item and click Complete Button.Leave comments and message (Optional).

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Reviewer To-Do-List - Delegate a Review (Optional)

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Consolidate And Stamp

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Consolidator To-Do-List

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Click on the icon

in order for the

system to prepare

for consolidation

step. YOU SHALL

ONLY CLICK ON

THIS ICON

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Stamp (Optional)

• Open the document

• Insert Image (Digital Signature)

• Insert external raster images (JPG,BMP or PNG) into the current markup.

• Once selected, images can be resized and positioned as needed.

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• If markups are consolidated successfully, the system will prompt the message as follow.

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To check Consolidated Markup

• Open the document.

• Click Review button.

• Review/modify the consolidated comments.

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• To Complete To-Do-List

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To Approve a Document

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Approval To-Do-List

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Approval To-Do-List

Go to the To-Do-

List item,

Click Button

Approve (with

Update Status)

ALTERNATIVE

right click and

select Action >

Action >

Approve

(with Update

status)…

And Done.

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Green Icon – Current revision state• Updated revision documentBlue Icon – Working revision state• Working revision document

Document Revision State

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Thank you

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PETRONAS Engineering Data Management System 2018... · 2018-07-17 · © 2017 Petroliam Nasional Berhad (PETRONAS) 4 How to Login into P-EDMS • Find the P-EDMS Icon in the Desktop

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