WORKPACKS Screen

The WORKPACKS screen allows you to manage your workpacks (see Workpacks). The screen consists of the following main parts:

Screen Area

Description

Toolbar

Provides actions for viewing and managing workpack data. See Workpack Toolbar.

List of workpack records

Displays workpacks in a grid with key details and an integrated Gantt chart. The Gantt chart shows the start and end dates for each workpack in a calendar view, allowing you to quickly review the schedule of tasks across workpacks.

Associated records

Displays records related to the workpack currently selected in the grid. Using the tabs, you can perform the following actions:

Review and manage tasks included in the workpack (see Tasks)
Assign and review risk models (see Risk)
Schedule shutdowns (see Shutdowns)
Export a workpack summary (see Workpack Summary)

Filter Workpacks

You can filter workpacks using the Filter option in the toolbar. The following options are available:

Show Read Only: When enabled, displays workpacks that are marked as read-only or have a read-only revision. This option is disabled by default.
Show Empty: When enabled, displays workpacks that have no tasks associated with them. This option is enabled by default.

Tip

Use the grid Grouping functionality to group and filter workpacks. This provides a quick and effective way to focus on the workpacks you want to review. All columns in the grid can also be filtered and sorted using the standard filtering (see Filtering) and sorting (see Sorting) functionality.

Workpack Toolbar

Toolbar Option	Description
Add	Creates a new workpack. See Create Workpacks Manually.
Edit	Edits the selected workpack. See Edit Workpacks.
Delete	Deletes the selected workpack.
Filter	Opens the workpack filter options. See Filter Workpacks.
View ‣ Monthly/Quarterly/Half Yearly/Yearly	Sets the time resolution of the Gantt chart and adjusts the calendar scale. For example, if you select Monthly, there will be one column for each calendar month.
View ‣ Go to Today	Scrolls the calendar to the current date. This button is inactive if the calendar does not cover today’s date (because all your workpacks are in the past, or all your workpacks are in the future, or no workpacks have start/end dates).
View ‣ Go to Workpack	Scrolls the calendar to the start date of the selected workpack. If multiple workpacks are selected, the calendar scrolls to the most recently selected one.
Connections	Displays items that are linked to the selected workpack. See Connections.
Import	Imports workpack data into the database. See Import.
Export	Exports workpack data from the active grid. See Export.
Customise	Customises the grid layout and columns. See Customise.
Reports	Generates reports based on workpack data. See Reports.