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The COMPASS User`s Manual - Process Data Control Corp.

1. rrrrrrrnnnnnnnnnnnnnnnnrrrnnnnnnnnnnnnnnnnnnne 19 or FUNN 20 e CIRCE ceccceccasneccccasenceccccencsacssescacsessccscsesccccssesscuacsssscdeecseccecsevcessasensecteucesscssecsayeis 21 7 1 About SOUPCES 2 0 00 0 cece cececcsccccecscoecsccecscaccececsecscaccscnccecececscascscacsecscaccssacescess 21 Be PAM SJON EN 21 Ls MSN ren 22 7 4 Create Process Unit rrernrnonnrnonnnnennnnenennrnennrnennnnenennenennnnenennenennenennnnenennenennenes 22 DDR 23 1 6 Forms Data rornernrnovernerernenennenennrnennrnenernenennnnennnnenennenennnnennnnenennenennnnenennenennener 23 7 7 Adding a Comment to SOULCE rrrnnnnrrnnnnnnnnnnnrnnnnvvrnnnnnnnnnnsrnnnnvrnnnnnnnnnnsennnnnne 24 PN oes ace A rE E E EE E 24 CONTROL DEVICES ccisescsrsrersorissecioeisiersvtba esoo isre non sae n iea O rN ra a aeia 25 8 1 About Control Devices rrarnrnonnrnenannenannrnernrnennrnerernenennnnennrnennnnenennenennnnenennenene 25 SE GOE RADEN DS 8 3 Modifying a Control Device Record arrrrnnnrvrrnnnnnnrnnrrnrnnnvvrnnnnnnnnnrsrnrnnsrrnnnnnnn 25 8 4 Forms Data rarnennrnonnnnennannenannenennrnennnnenennenernnnennrnenernenennnnennnnenennenennnnennnnennnnenene 26 8 5 Control Device Requirement List rrrrrnnnnnnnnnnnrrnnrnnnnnnnrrrnnrnnnnnnnnrnnvnnnnnnnsnnnnne 26 8 6 Adding a Comment to a Control Device rrrrrrrnnrnnnnnnnrrrnnrnnnnnnnnrnnvrnnnnnnnnnnnne DI or FPE SEERE ERE EN 27 Bos PROCESS UNI S erien iE OaE 28 9 1 About Process UnitS arnrneonnrna
2. Point ID Point Description 435 U NIT Fugitive 435 UNIT FU GITI E Figure 6 1 6 2 Adding an Emission Point To add an Emission Point click on the Add icon This will bring up a blank Emission Points Detail window See Figure 6 2 When the data has been entered you must click on the Update icon to store the data in the database If you exit out of this window without updating the database the changes will not take place TaskTrakker Module Page 17 amp a FF aa UU E Ff e Print List Add Delete Update Gomment List Permits Reqmts Save As Close Unit List BA Emission Points Detail Shutdown Yes No Point ID Point Type Description OZ F Facility Designation Stack Ht Effluent Flow Rate ml Discharge VOC s C Yes No Utm Zone 0 NorthMete East Meter 0 Figure 6 2 When you are finished adding Emission Points and you have updated the last added Point click on the List icon to back out one level to the Points list with the subtitle Select Emission Point from List 6 3 Modifying an Emission Point To modify an Emission Point from the Emission Point Detail window click on the Emission Point you wish to modify That will bring up the detail window with the resident data record regarding that particular Emission Point See Figure 6 3 You should note that since the entire field entry is highlighted any modifying will completely delete the current data To
3. Figure 14 11 14 5 4 Exception and Other Reports for Compliance History Users can enter their compliance history using the Exceptions report which shows tasks that are overdue based on the planned frequency of the task and the date of the report After clicking on the Exceptions icon the user will see a filter screen as shown in Figure 14 12 The Task Frequency Account Department or Unit and Responsible Person may all be entered in this screen yy 7 6 is Add History Refresh Print Save As Close Business Unit tt Entity Type all vi hi Resp Department ALL v Entity Id ALL v Resp Person ALL Frequency ALL x Task Category ALL v Figure 14 12 When completed the user clicks on the Get Report icon on the secondary toolbar to retrieve the TaskTrakker Module Page 54 report using the filter criteria that have been entered as shown in Figure 14 13 Exception Report Compliance Management Elements For Account BLOOSEVU Date 1205 2009 Entity Type Entity ID Task ID Heeponeiie Vepartmeaent Period Start Frequency Exception Business Unil Form IN Respunsiulz Persun Pei iud End aye Tesk Nesce ipiam Manned Method FRI Jams Mom isd Oro 2007 Quarterly _ 66 a 185 12 Gap 2 mw rav rom yt sU sam is cmiltcd from snp vi Lis Ovcemcel wp cmi gt gt uss rom ve vlhuwiey p vu sek he rost yso Airm amp secevelielicd pieccs gt rom mm omtrelicd properly ia eccordemce with 115 120 2
4. TaskTrakker Module Page 40 Permit Assignment Window He Permits For This Facility R Permit Permit Issue Exp Type Number Permit Description Date Date NSR New Src Review v his ooo ntelltask Import NSR New Src Review v f323 ntelitask Import NSR New Src Review v 17578 ntelitask Import NSR New Src Review v hz ntellitask Import NSR New Src Review v h7833 ntellitask Import NSR New Src Review f7939 ntellitask Import Permits Related To This Entity Permit Permit Permit Type Number Description Date Auth Only Figure 12 3 There will be a list of Permits if previously added that fit under the type of Permit that you selected to open the list If there are no permits there will of course be no list Select Cancel to go back to the Detail window Additional buttons at the bottom of the screen provide Add and Remove functions The OK button updates the assignment 12 3 Requirement List Reports Reports are available in several sections of the TaskTrakker module Some reports are intended to be viewed on screen or printed for a quick review while other reports are designed to be used in a more formal way Requirement List reports are frequently used to review applicable rules that have been assigned to Entities and Process Units The Reqmts icon brings up these reports when in any Entity Detail screen They can also be produced at each step of the Assign Requirements procedure Assign Req icon
5. Title Contact Phone Figure 4 1 All fields in this data entry screen may be edited regardless of whether data is resident that is if the Company record has previously been added and needs changing If data is resident in the database then the first field listed Company Reporting Name will be highlighted Otherwise all fields will be blank If only selected fields need to be edited then the user should single click on any part of the data element of that field which will highlight the entire entry Any further editing will overwrite that entry with new data Using the Tab key will sequentially move to the next field and will highlight the current entry if data is present After you have edited the record to your satisfaction click on the Update icon That will update the record and record the changes in the database If this function is not performed changes made will not be written to the database If you wish to make a complete change to the data that is present click on the Clear icon which will remove all data from view and move the cursor location to the Company Reporting Name field Again when you have finished entering the data click on the Update icon Please note that clicking on the Update icon will update all current information listed in the fields to the database Please make sure the information is correct before clicking on the Update icon TaskTrakker Module Page 12 4 3 Field Descriptions Company Reporting
6. The COMPASS User s Manual Compliance Assurance System Task Trakker Module Process Data Control Corporation Arlington Houston Austin TX Copyright 1994 2009 PDC Corp All Rights Reserved TABLE OF CONTENTS CHAPTER PAGE Me INTRODUCTION se 1 1 1 About TaskTrakker orornorernovernonennenevnrnennrnennnnenennenennnnennnnenennnnennnnenennenennnnennnne 1 a2 SY SPST CCU ICING SEE NE l 1 3 Installation InstructiOns errenernonennonannrnennnnenennenennenennnnenennenerneneveenenenneneneenenenee 1 NE 2 1 5 Getting Started with TaskTrakker rrornnnnrrnnrrnnnnnnrrrnnrnnnnnnnrrnnvnnnnnnnnrnnnrnnnnnnene 2 tO Toe eis GEL EEG SE EN 2 1 7 Technical Support of TaskTrakker rrorrrrrrrrnrrnnnnnnrrrnnrnnnnnnnrrnnrnnnnnnnnrnnnrnnnnnnnee 3 2 OVERVEIE Yy oreen E T 3 2 1 TaskTrakkerOverview ccccccccccecccceccccccccsceccececescecuscscecescecscecesescecescscesees 3 2 2 Title V Operating Permits TVOPS rrrrnnnrnnnrrnnnnnnrnnnnnnnnrrsrnnnnnvvnnnnnnnnnnnrsnnnnnns 3 2 3 About Databases ereroereresonrnsnernrnnnnrnnnnennnnrnrnnennenenennnernnnnenennenennnneneeneneeneneneneeee 4 2A D ES Javed 4 25 TR renn 5 26 Steps in Using Task PAK KCl sccsdsncsasscnesemandivensadassesssubd soesestauessennd teusaherseniecndsectan 5 J USER INTERFACE orceseccccccsaccscnctcncceccscscvaccnscessnceccsusscesucceecsavevsesnscsasectssessectecesnasaess 6 3 1 About TaskTrakker User Interface arronernonnonnonannr
7. G4 Requirements Assigned to Source OX011D40 Filter By Reg JALL v Subpart aLL v Assigned Requirements Subpart Applic abilit Reg d Value Actual Yalue Measure Rule Process Unit ce Operating Scenario A NORMAL OPERATING SCENARIO Entity Joxon O40 PERMIT Ensure scrubber liquid injectionrateisno MSR je5285C03 FF Monitoring REQUIREMEN fless than average injection rate maintained during performance test fiesze applicable PERMIT Ensure Haker system scrubber is equipped IMSA 18528 5004 Monitoring REQUIREMEN with monitor which will measure scrubbing liquid injection rate 18528 Applicable PERMIT Ensure stack sampling amp other testing is HSR jissze sCoe Monitoring REGUIREMEN performed as required to establish actual pattern amp quantities of air contaminants jesze fa pplicable being emitted into atmosphere from flaker system scrubber amp flare PERMIT Submit test waivers amp alternatefequivalent NSF 18528 5C08A Reporting REQUIREMIEN procedure proposals for MSPS testing which must have EP approvalto TACE Quality 18528 applicable Assurance Division in Austin View Detail Figure 7 4 To modify previously entered values in the Required Value and Actual Value fields follow the same directions as above except you will be overwriting existing values Click on the Update icon to update the record to the database You have the ability in this window to delete Requireme
8. side then that scenario is automatically templated to the To side You may also select whether or not to template the tasks associated with the requirements The Entity Cross Reference template may be used to copy requirements from one operating facility to another The final type of template is the Scenario template which is similar to the Entity Type template but copies scenarios from one operating facility to another based upon the user s directions To exit each section click on the Close icon 12 2 Permits optional and not often used Permit assignment to Process Units Emission Units Emission Points and Control Devices takes place under the Detail window for each entity type The standard list of Permits is maintained in the Permit Assignment module To enter the Permit Assignment module click on the Permits icon From there TaskTrakker Module Page 39 you will be able to either view add modify or delete Permits that have been entered under the major headings of Standard Exemption Special Exemption and several types of construction and operating permits e g PSD NSR etc See Figure 12 2 on Permits Permit Issue Exp Permit Notify 3 Mo Prior Number Permit Description Date Date Auth To Expiration NSR New Src NE Intellitask Import x e Yes C Ho NSR New Src Review v 1329 Intelitask Import Tx 9 Yes Ho NSR New Src Review v 17578 rteltaskmpot 0 ves Omo NSR New Src Review v h7a0
9. 2 eccordeacc with 115 122 4 f1 Figure 14 13 14 6 Summary of Compliance Menu Functions The Compliance menu allows you to open several functions that assist users to develop and oversee a Compliance Management Plan CMP including Compliance Forms defining Tasks grouping Tasks and producing various management reports See Figure 14 14 TaskTrakker Database LYONDELL CITGO REFINING HGOD48L Je x File Equipment Requirements Compliance Utilities Security Window Help EE e T EG Us Sources Task Group Pending IntelliRegs Units Relations TYOP Assign Reg Permits Template Exit 3 Time Mocded Imp GA Reps E Pending Figure 14 14 These functions are summarized in the following paragraphs Compliance Management Plan This selection shows the assigned compliance tasks for each Entity that appears in the Compliance Management Plan CMP Task attributes such as frequency responsible person and data repository may be changed by the user when this function is used Spreadsheet This selection shows assigned compliance tasks for an Entity in a spreadsheet view instead of in a detail screen showing a single task Form Group This selection enables users to define generic task groups 1 e a pattern of one Primary task and one or more Secondary tasks that may optionally be used to create task groups throughout the Compliance Management Plan with a single mouse click instead of creating task groups one at
10. Devices Only To begin working with a Control Device in the TaskTrakker module an Operating Facility must be selected Once an Operating Facility has been selected you may click on the Controls icon to activate the Control Devices Detail window as shown in Figure 8 1 If no Devices are resident the message There Are No Devices Defined For This Facility will appear Otherwise a list of current Control Devices will be listed under the subtitle Select Control Device from List See Figure 8 2 File Equipment Requirements Compliance Utilities Security Window Help Plan Migmt Pending IntelliFegs Relations TYOP Assign Aeg Permits Template Figure 8 1 8 2 Adding a Control Device To add a Control Device to the current list click on the Add icon from the Control Devices Detail window This will bring up the data entry form for Control Devices Here you may enter information into the fields as listed When you have finished entering the data for the new record you must click on the Update icon That will save the current record in the database To move back one window to the Control Device listing click on the List icon to exit click on the Close icon h TaskTrakker Database File Update Window Help r Es OS 3 7 Hm it F 1 Controls Plan Mlgmt Audit History IntelliRegz Units Relations TYOP Assign Aeg Permits Exit d dt d 8 4 2 FL E H H M Print List Add Delete Update Comment Lizt
11. GT 44 14 COMPLIANCEMANAGEMEN vr 46 14 1 Overview of Compliance Management rrrnrnnnnnnnnnnnnnnnnnnnnnnnnnvvnnnnnnnnnnnnnnnnnnns 46 H2 Ger 0 DET ol 00 EEE 46 14 3 Compliance Management Plan eorrrrnnnnnnnnnnnrnnnnnrrnnnnnnnnnnnrnnnnnrvnnnnnnnnnnnrnnnnnnns 47 14 4 Task Groups for Streamlining Compliance Recordkeeping rrrrrrrrrvnvnnnn 47 TaskTrakker Module 11 EGEN G EEE 49 1442 Templating TASKSs i 1040 vensssoniestadoatondvevadsnnntoadeactanaseatebuabedesetiencatenienaiavesentaben 50 14 4 3 Templating Rules and Tasks reronnrrrrnnnnrrrrrrrnnnvrrnnnnnnnnnnsrnnnnnrvnnnnnnnennsrsnnnnnns 51 14 5 Entering and Keeping Track of Compliance History cccccecccceeeeeeeees 53 14 5 1 Web Based Compliance History ronnrnnrnnnrnnnnnnnrrrnnrnnnnnnnnrnnvnnnnnennrnnnnnnnnnnene 54 14 5 2 History Icon for Compliance History Data Entry rrrrnrrrnnnnrnrrnnnrnnnnnnrre 55 14 5 3 Pending Task Report Compliance History rrrrrnnnnnnrnrnnnnvrrnnnnnnnnnnnrnnnnnnnr 55 14 5 4 Exception and Other Reports for Compliance History rrrnrrnrrrrnnnnnne 56 14 6 Summary of Compliance Menu Functions rroorrnrrrrnrrnnnnnnrrrnnrnnnnnnnnrnnnnnnnnnnnre 56 15 PURPOSE OF TASKTRAKKER AND MANUAL PROCEDURES THAT ARE USUALLY AFFEC VED wiccsccoccdscsssscssessacussvesasseseccessecescesseaecseasssssess 57 TaskTrakker Module 1V Chapter 1 INTRODUCTION TO TASKTRAKKER 1 1 About the TaskTrakk
12. Points and Control Devices Process Units can be added and modified in the TaskTrakker module However unlike other entities you have many more options after the establishment of these Process Units Under the Process Units section of the TaskTrakker module you can create relationships among the various Points Sources and Control Devices These relationships can further be assigned to the Process Units to which they belong Then Requirements can be assigned to the entities involved fa TaskTrakker Database f File Equipment Requirements Compliance Utilities Security Window Help ELE ie ee H E 4 3 ee Mw f E Sources Plan flgmt Audit History IntelliRegz Lnitz Relations TYOP Assign Reg Permits Exit Figure 9 1 When you click on the Units icon Figure 9 1 the window entitled Process Unit Detail opens If no Process Units are resident for the selected Operating Facility a dialog box will appear with the message No Units on File Select Add From Toolbar Otherwise a listing of resident Process Units is shown with the subtitle bar entitled Select Process Unit From List as shown in Figure 9 2 ge 0 E Delete Update Disp Relat PU List Permits Reqmks Claze Select Process Unit From List am Process Unit ID Unit Description 0x0 ALDEHYDES LDEHYDE REDUCTION EXANOL CE TALDEHYDE EQ EG MATERIALS HANDLING IE POLENE EASTOFLEX EASTOTAC DAC C GENERAL PLANT Figure 9 2 From this window you ca
13. Print Close F3 Requirements Assigned to Control Device FD 01C Filter By Reg all IH Subpart al 7 Assigned Requirements Reg Name Unit of Type of Src Type Regmnt Description Subpart Citation Req d alue Actual Yalue Measure Rule Process Unit FO Operating Scenario 4 Normal Operating Scenario Phase ll Repowering Acid Rain 2 44 Design Std Extentions PART 72 Figure 8 4 The list of Requirements will be complete when you enter a Required Value and an Actual Value in the fields with these names The other fields cannot be edited After entering the appropriate data you must click on the Update icon which will update the record Failure to click on the Update icon will TaskTrakker Module Page 26 result in the data you entered not being updated To modify previously entered values in the Required Value and Actual Value fields follow the same directions as above except you will be overwriting existing values Click on the Update icon You have the ability in this view to delete Requirements from being attached to the Control Device Click the mouse on the Requirement from the list you wish to delete and click on the Delete icon This will remove this Requirement from the Control Device although this Requirement may be attached to another entity Deleting the Requirement here will not affect the status of the Requirement relating to other entities 8 6 Adding a Comment to a Control Device A Commen
14. TaskTrakker Module Page 14 W TaskTrakker TEXAS OPERATIONS PDCTEST File Update Window Help amp 2 Sources Plan Mgmt So Mw B Pending IntelliRegz Units Relations TYOP AssignReq Permits Template ze 20 D F Add Delete Update Forms Close WA Operating Facility Maintenance Oper Facility ID Company Name Plant Site Name Agency ID No HE Name _ _ __ 0 Is This Plant In a Non Attainment Area Has This Plant Received EMS Certification Plant Address Line 1 Address Line 2 33 Telephone J City County State CO Zi Figure 5 2 It is important that you enter information in all fields Otherwise an error may result 5 4 Modifying an Operating Facility To access the data entry form to modify an Operating Facility go to the window entitled Operating Facility Maintenance with the Company Name field entry highlighted and information about the currently selected Operating Facility This field may be modified along with all of the other fields in this box with the exception of the Name or Oper Facility ID field You are not able to access these fields After needed modifying is done you must click on the Update icon to record the changes If you wish to exit out of this window without recording any changes you may click on the Close icon at any time If you exit out of this window without updating the database the changes will not take place 5 5 Field Descr
15. The Requirement List report is meant for a quick review When produced at the Unit level the Requirement List report shows all applicable rules for all equipment in the Unit by Operating Scenario When produced at the Entity level the Requirement List report shows all applicable rules for the selected piece of equipment by Operating Scenario for all Units in which the rule was found to be applicable along with Actual and Required Values Figure 12 4 shows a typical Requirement List report for a Source TaskTrakker Module Page 41 EEEE Update Delete Print Close F3 Requirements Assigned to Source 10TFL018 Filter By Reg fat Subpart fat M Assigned Requirements Sre Type Reqmnt Description rekan Citation Req d value Actual Yalue age ea Process Unit 10 Operating Scenario 4 Normal Operating Scenario After dates in part 63 no JMACT J63 5 b 5 Design Std person may operate source without complying wi MACT stds unless have extensicn or exemption of compliance by 63 6 i or j Develop and implement a QC NSPS fe0 13 a amp App FI Recordkeepin program as outlined in 40 CFR a 60 Appendix F Notify the TNRCC 30 days NSPS 60 7 a 5 Reporting evaluation jor of the CMS performance Applicability Storage Vessels NSPS 60 1 12 a Design Std far Petraleum I iquids k Figure 12 4 12 4 Management Reports Management Reports which are found under the Compliance
16. To choose an Operating Facility you should click on the desired entry which will then be highlighted See Figure 5 1 Once the Operating Facility is highlighted it will remain resident throughout the program operation provided you do not select another Operating Facility from the list under the File menu Operating Facility List Facility ID Facility Name City State Zip HG0218K PDC AG CHEMICAL PLANT Port Arthur Tx 2524 f C0008Q PDC SPECIALTY CHEMICALS Arlington frx 7601 Figure 5 1 If only one Operating Facility is resident in the TaskTrakker module then it will automatically load when you enter the TaskTrakker module This will allow you further interaction with the TaskTrakker module and there will be no highlighted Operating Facility only the title of the resident Operating Facility at the top of the main window Please note that the Operating Facility List selection window will be displayed only when you enter the TaskTrakker module or you may access it by going to the Operating Facility List under the File menu 5 3 Adding a New Operating Facility Before beginning any editing activity relating to the Operating Facility you must be within a defined Facility Click on the file menu and go to Operating Facility Maintenance detail window To insert a new Operating Facility click on the Add icon This will bring up a State selection window After selecting a state a blank data entry box will be displayed See Figure 5 2
17. a Applicabilty Storage Wessels for Petroleum Liquids Source 10TFLO15 NSPS 60 11 2b a 1 i IFR to float on liquid surface at all times except int fill emptying refilling When on leg supports the process of filling Source 10TFLO15 NSPS 60 11 2b a 1 iv ix IFR fitting controls covers gaskets etc ENTITY TYPE Sjource Fjomt Cjontrol Device Process U rut Figure 12 6 Regulatory Requirements In Compliance Report By Entity Type and ID 12 21 00 Account VCUODS GI Entity Entity Process Type ID Unit Citation Description 5 1OFLROO NESHAP 61 345fa Sy il Closed vent syste accordance with 61 5 10FLRODZ NESHAP 61 345 Closed vent syste accordance with 61 5 10TFLO15 60 112b a1 1 1i IFR to float on liquid refilling When on refilling shall be do Figure 12 7 12 5 Analytical Reports Analytical Reports may be available depending on the specific version of TaskTrakker you are using TaskTrakker Module Page 43 Chapter 13 DEFINITIONS The following is a list of terms and definitions pertinent to the TaskTrakker module Each user s regulatory agency may interpret these terms differently from the definitions shown below Air Dispersion Modeling Applicable Requirement Clean Air Act Compliance Certification Emission Unit Federally Applicable Requirements Federal Implementation Plan Federal Operating Permit FrameBar Master Requirement List New Source P
18. configuring one or more tasks in such a way that history will be due right away such as modifying a Primary Task s settings to be Frequency Daily and Start Date Today s date Them when e mail notifications are received web page functionality can be used to update history and test several other functions in the web pages and desktop program e g history and deviation reports e The COMPASS TaskTrakker E mail Notifications log into the main TaskTrakker screen and view e mail notifications in the E mail Log to confirm proper functioning of this component e The COMPASS TaskTrakker Web Pages log into the Admin screen view security and other settings and enter compliance history into the Add History web page after accessing it either from an e mail link or from directly logging into the web pages and selecting a task for which to provide history Also review a Task and History Report using web page configuration options e The COMPASS TaskTrakker Process Historian Bridge program log into the configuration screen review compliance history in TaskTrakker desktop screen to validate fetching of data from the historian database and view the historian 1 4 Using Help Help is provided on line with TaskTrakker and it is as extensive as the printed documentation The on line Help categorizes and defines words and phrases giving you a clear picture as to what you are doing When yo
19. explain a particular entry in a field that is listed To add a comment record on a new Emission Point click on the Comment icon during data entry on the new Point record This will open a free form text box in which you may enter any data necessary This text box has the word wrap feature built in so you only need to press the Enter key when you TaskTrakker Module Page 19 wish to begin a new paragraph or line When you are finished entering the comment record click on the OK button to save the data entered Clicking on the Cancel button will exit out of the Comment window without saving the record and take you back to the Emission Point Detail window Clicking on the Delete button will delete the comment Clicking on the Clear Text button will delete any text entered but remain in the Comment window To add or modify a comment on an existing Emission Point click on the desired Point in the Emission Point Detail window Then click on the Comment icon on the data entry form Selection of text with the mouse for modification and or deletion purposes works the same as with any Microsoft Windows text editor or word processor Highlight the text using the mouse or hold down the lt Ctrl gt and lt Shift gt keys simultaneously and use any of the location keys arrow keys Page Down Page Up Once the text is highlighted you may overwrite that text by entering the new text or you may delete the entire portion of highlighted text Please note
20. gt i Entity Id v Hew Citation an ane El Business Unit SOURCE TASK LIST TARGET TASK LIST Task Description Frequency Task Description Frequency Copy All gt Copy gt lt Remove Figure 14 6 The Tasks by Unit Template option enables compliance tasks to be copied from one Entity to another Entity using the Process Unit PUN as a filter See Figure 14 7 WITemplate Compliance Management Items Templating From Templating To Operating Facility Operating Facility fm FEE J Entities With Compliance Mot Items select PUN and Entity To Template To PUN PUN None Selected od NONE SELECTED bd Source Source None Selected M NONE SELECTED Control Device Control Device None Available x NONE SELECTED Emission Point Emission Point None Selected NONE SELECTED x Figure 14 7 14 4 3 Templating Rules and Tasks optional rarely used by IntelliRegs users The TaskTrakker module includes a template feature Entity Type icon that copies both applicable rules and associated tasks from one Entity to another Entity The screen looks very similar to the Template Tasks by Unit screen but it copies both selected applicable rules and all associated tasks from the From Entity to the To Entity as shown in Figure 14 8 TaskTrakker Module Page 51 Updates Clear Close 2 Templating From _ Te
21. make only character changes in the data click again in the field to remove the highlighting then use the arrow keys to move to the character that needs to be modified This action holds true for all fields in this entry form When you have finished with modifying click on the Update icon which will update the record in the database Failure to update this record will mean that changes will not be recorded to the database amp 3 1 Zz OD A fis Print List Add Delete Update Comment i Permits Reqmts Save As Close Unit List W Emission Points Detail Point ID 11 5AB Shutdown Yes No Point Type STACK 7 Description Par PROD LAN COL HTA Facility Designation Stack Ht 87 Utm Zone 5 North Meter 3 237537 East Meter 284 964 m Figure 6 3 TaskTrakker Module Page 18 6 4 Forms Data optional and not often used 6 5 Emission Points Requirement List The full list of requirements assigned to the Emission Points are shown by clicking on the Reqmts icon from within the Emission Point Detail window See Figure 6 4 2 4 4 F Update Delete Print Close BA Requirements Assigned to Point OL225B1A Filter By Reg JALL vj Subpart JALL x Assigned Requirements Subpart le Process Unit jus Operating Scenario NORMAL OPERATING SCENARIO Entity 0L225B1A MISCELLANEL ii ifayniF Regulation elg Monitoring DEVICES applicable MISCELLANEC 111a 1 F NG Regulation fra JG Monit
22. menu selection on the COMPASS TaskTrakker main screen provide more formal reports showing applicable rules There are numerous other management reports available under Requirements menu which will show applicable rule assignments by Unit Entity Reg Permit etc Figure 12 5 shows the toolbar that appears when Management Reports are accessed File Equipment Requirements Compliance Utilities Security Window Help p BE pr Task Management p Sources Flan Mgmt Audi Task GAME Reports Units Relations TYOF Assian Aea Task Count By Frequency and Source Type Compliance Utilities Task Count By Source Type and Frequency F F Management Reports History Management Task Reduction By Grouping Task Management Summary Report T askHistory Reports Figure 12 5 Figure 12 6 and Figure 12 7 show typical Management Reports showing applicable rules by Process Unit and by Entity respectively TaskTrakker Module Page 42 egulatory Requirements In Compliance Report By Process Unit Report Date 12 21 00 Account YC00080Q Entity Entity Regulation Sub Required Type ID Name Part Value Actual Value Requirement Description Process Unit 10 Source OFLR004 NESHAP FF 61 345 a 0i Closed vent system and control device designed and operated in accordance with 61 349 Source 10FLRO02 NESHAP 61 3458 3 Ci Closed vent system and control device designed and operated in accordance with 61 349 Source JOTFLO15 60 11 2
23. o jrtelitaskimport tx UT ves No Figure 12 2 After entering Permits the user may enter Permit Requirements using the Make Req icon These requirements will be added to the Master Requirements List with a Source Type of Permit Requirements Requirements may be edited using the maintenance functions that are provided under the Requirements Maintenance main menu selection at the top of the main screen The data entry sub form for Exemptions and Permits is the same The Permits data entry form comprises the following fields all of which require entries Permit Type Type of construction or operating permit Permit Number List the identification number of the applicable permit or approved exemption including version identifier where applicable Description List a description of the applicable permit Permit Auth List the two letter abbreviation for the State that the permitting agency represents Notify 3 Mo Prior to Expiration Indicate Yes No to set an e mail reminder to notify user 3 months prior to the associated permit expiration date Issue Date List the date the applicable permit for this equipment was issued Exp Date List the permit expiration date To assign a Permit or an Exemption to a piece of equipment or Process Unit select the entity from the appropriate list and click on the Permits icon A window entitled Permits Assignment Window will appear with the subtitle Permits For This Facility See Figure 12 3
24. one of twelve racks that are subject to an emission cap requirement It may also be subject to an applicable requirement by itself or in combination with its Stack s and Control Device s In this instance you may create twelve Relationships one for each rack under the emission cap and assign all twelve to a Process Unit called Loading Rack Cap Simultaneously another Relationship could be built consisting of LROO1 related to a Stack and a Control Device and this item could be assigned to a Process Unit called Loading Rack 001 Complex There is no restriction on the number of times each Source Point and Control Device may be represented in Process Units 10 3 Displaying Relationships To display the relationships for any Process Unit users should click on the Disp Relat icon that appears on the Process Unit Detail screen Relationships will be shown in a block flow diagram by default See Figure 10 1 and may be also displayed in a list TaskTrakker Module Page 32 Process Unit Relationship Display Operating Facility YC0008Q Name PDC SPECIALTY CHEMICALS Process Unit ID 07 Description Benzene Unit Relationships Assigned to Above Process Unit 12 20 00 Facility ID vors LTE Sources Control Devices ds Benzene Un O7FLT 013 Figure 10 1 Icons are available on the secondary toolbar to display the block flow diagram or the list See Figure 10 2 Relationships for the entire Operating Facility may be displayed by clic
25. or status overview of where you are in relation to the Title V project This screen is self explanatory as much of what is entered consists of dates and percentage of completion estimates TaskTrakker Module Page 37 EA TYOP Status Operating Facility VCI0080 Name POC SPECIALTY CHEMICAL TYOP ID 1 Stage Description TYDOP In Preperation TYDP In House Staff Review TYOP Management and Legal Review TYOP Submitted To Agency TYOP Completeness Notice Received TYOP Public Notice Posted Meat Acton Scott to review ADN prototype Name Title Permit Application for Numb of Beginning Complete Percent Months Date Compt 04 1171997 00 00 0000 1 0 00 00 0000 00 00 0000 f 0 0 00 00 0000 00 00 0000 00 00 00 0000 00 00 0000 f 00 00 00 0000 00 00 0000 f 00 f 00 00 0000 00 00 0000 000 sf Date 04 16 1997 Comp 0 00 Last Agency Resp Agency Resp Date 00 00 0000 Figure 11 5 A scroll bar to the right of the screen will take you to the necessary status Click the mouse on the appropriate field you wish to edit Once the pertinent data is entered click on the Update icon which will update the record to the database You may also add comments to the status topics as in other sections of the TaskTrakker module 11 8 Field Listings TVOP System ID Description Application ID Permit Number Permit Effective Date Compliance Assessment Acid Rain Compliance Plan Status Risk Man
26. reports to review or print 2 6 Steps in Using TaskTrakker Step 1 Create Your Operating Facility TaskTrakker may have been installed with one or more sample databases such as PDC Chemical Plant When you first run TaskTrakker the program asks you to select an operating facility After this selection is made you can change the operating facility selection at any time by clicking on File and choosing Operating Facility List from the drop down menu When you are ready to create an operating facility for your plant click on the Operating Facility under File Menu Figure 2 1 and then click on Add Then input all required data or import existing data using the data transfer utility et TaskTrakker TEXAS OPERATIONS PDCTEST File Equipment Requirements Compliance Ultilities Security Window Help Operating Facility List m EE Th Operating Facility ri Ctrl F IntelliRegs Er Relations TY OP Assign Reg Permits Template Company Cirl 4 TYOP CtrlH Analytical Reports Exit Ctr Units Figure 2 1 Step 2 Create Equipment Lists and Enter Data in IntelliRegs Step 3 Build Equipment Relationships in IntelliRegs Step 4 Create Process Units and Assign Relationships in IntelliRegs Step 5 Assign Regulatory Requirements to Equipment in IntelliRegs Step 6 Review and Edit Generic Compliance Tasks in IntelliRegs Step 7 Assigning Process Units to Title V Permits in TaskTrakker Optional Users can create one or mor
27. requires ongoing regulatory compliance to applicable regulations State rules determine which facilities must be permitted A feature of the System that has toolbar type buttons resident on the Windows The FrameBar may be configured to user specification The complete listing of regulatory requirements relating to source types including those supplied with the System Application and others entered by you Regulations for operating new or modified plant processes or sources of emissions Must be addressed in Title V Page 44 Operating Facility Operating Requirements Requirement Potential Requirement Process Unit Relationship SheetBar Stage I Ozone Controls Stage II Ozone Controls Stage III Ozone Controls State Implementation Program Technology Based Standards Title V Title V Operating Permit TaskTrakker Module contiguous plant that contains one or more areas subdivided into one or more Title V Operating Permit Areas Procedures and protocols relating to monitoring record keeping reporting and other plant operations In the System a Regulatory citation or data item relating to plant equipment or operations Procedure that would be Applicable if not for certain conditions as specified by the applicant A collection of Entities consisting of Sources and may also include a Point and or Control Device An equipment configuration unique Cross Reference that has be
28. right side of the screen will display one of four different lists 1 e Units Sources Control Devices or Emission Points depending on which Entity has been highlighted by the user on the left side of the screen These are the complete lists of each Entity of the selected Type that were previously entered into the TaskTrakker Module se 2 E B Delete Update Close Report Please click on Add to Build Relationships z Unit ID Unit Description Unit joxo04T294 E1 foxo ALDEHYDES emo C Et Sole or None oleorkore B c2 ALDEHYDE REDUCTION c3 fr TEAAMOL F 00472354 c ACETALDEHYDE Unit 0X004T308R cs fEQEG C1 c Sole or None Z 7 MATERIALS HANDLING P 00413038 Figure 10 4 To add a new Relationship you should click on the Add icon To edit an existing Relationship you should click on the relationship that appears in the list on the left side of the screen By default the Unit part of the Relationship will be highlighted first However Entities may be listed and added in any order To fill in the desired Entity in the Relationship the user should highlight the desired Entity on the right side of the screen and then drag the Entity across the screen and drop it into the correct portion of the Relationship See Figure 10 5 EG Build Relationships Relationships Control Devices Please click on Add to Build Relationships Device ID Description 194C0 A035 04265007 ABSORPTION TOWERS
29. up to and including the Responsible Plant Official 3 Assigning Recordkeeping Protocols manual procedures formerly used to develop and assign recordkeeping protocols to assess and document Title V Permit compliance have been replaced by an enterprise wide system based on Ops Activities These generic recordkeeping protocols were defined and assigned to CPC s applicable requirements through consensus building process please see attached technical paper entitled AIChE Rapid Global Stds TechPaper doc for more information A PDF file that shows all state and federal rules that are applicable to CPC plants located in Borger Cedar Bayou Orange Port Arthur and Sweeny along with Ops Activity assignments may be found at this link https www pdccorp com general CPC OpsAct Master List pdf An XLSX file that includes all of the variations from the standard Ops Activities deployed at CPC plants may be found at this link https www pdccorp com general CPC_OpsAct_Master_List xlsx 4 Deviation Reporting manual procedures formerly employed to detect Title V Permit deviations for inclusion in a required semi annual report have been augmented by automated processes used in TaskTrakker that allow compliance history to be filtered to detect potential deviations more easily In addition manual procedures for recording deviation related information and producing it later for reporting to agencies such as duration correctiv
30. window If no Sources have been previously entered into the TaskTrakker module for the selected Operating Facility then a message in the middle of the Source Detail Information window will say There Are No Sources Defined For This Facility You will need to add a Source to continue If Sources are resident in the TaskTrakker module then a listing of current equipment for the selected Operating Facility will be seen below the Select Source from List subtitle bar File Update Window Help ais be F E 393 amp E B 8 FE p Fourcer Flan hlgmt Fending IntelliRiags Units Relations TYOP Assign Reg Permits Template Exit amp eae 8 a T amp FE Print Add Delcte Update List ermits Ricqmtz Save As Close Wh Source Detail Information search Sows D OOOO O Source ID Description Type ES ma Fe o e oooO 00021197 PURCHASED PYGAS TANK DTORAGE TANKS menpa Boeman e mes ae e COO26GET JEMERGENCY GENERATOR MEDICAL amp OTHER RECIPROCATING ENGINE kost em fm p Either click on the desired Source record or use the Search 4 Figure 7 1 7 2 Adding a Source To add a Source click on the Add icon See Figure 7 2 This will bring up the Source Detail Information window When the data has been entered you must click on the Update icon to store the data into the database Clicking on the Add icon and repeating this process will add further points When you are finished adding Sources c
31. 14 4 2 Templating Tasks optional rarely used by IntelliRegs users Tasks may be templated 1 e copied from one Unit Source Point or Control Device to another Unit Source Point or Control Device Equipment is collectively referred to as Entities in the TaskTrakker module A Template icon appears on the main toolbar that provides access to all of the options for templating tasks The template selection screen is shown in Figure 14 5 Each type of template is shown in subsequent screen displays WA TaskTrakker TEXAS OPERATIONS PDCTEST File MethodSelect Window Help amp 2 2 3 ag m fis Sources Plan Mgmt Pending IntelliRegs Units Relations TYOP ssignAeg Permits Template Exit E a HH F cenario CrossRef Entity Type Tasks Entity Tasks Unit Close gA Select Template Method Figure 14 5 The Tasks by Entity Template option shown in Figure 14 6 can be used to template tasks from one type of Entity to a different type of Entity e g from a Point to a Source It is the only option that may be used to copy tasks to a dissimilar Entity type The tasks to be copied to the Target window may be selected and done as a group If all tasks will be templated the Copy All command button should be used TaskTrakker Module Page 50 Template Tasks by Entity 10 TEMPLATE TASKS FROM ONE ENTITY TO ANOTHER TEMPLATE FROM TEMPLATE TO Entity Type i New Task Name Entity Type So rce
32. C in Close Unit List f Source Detail Information Source or Batch ID Shutdown ves No Source Type Description A ALE HEATER Common ID Location SCC Code 30600104 gt gt SCC Dese PETROLEUMINDRY JPETROLEUMREFNG SCC Units MM SCF PROCESS HEATERS GAS FIRED OOOO Comment Figure 7 3 TaskTrakker Module Page 22 When you have finished modifying click on the Update icon Failure to update this record means that changes will not be recorded to the database 7 4 Create Process Unit To create a Process Unit directly from a Source select the Source to make the Process Unit and click on the MakeUnit icon The TaskTrakker module will automatically create a new Process Unit with the name ID number and source type of the selected Source 7 5 Source Requirements Clicking on the Reqmts icon from within the Source Detail Information window shows the full list of requirements assigned to the Source If no requirements have been assigned to the selected Source a response box will appear with a message to that effect The list of Requirements will be complete when you enter a Required Value and an Actual Value in the fields with these names See Figure 7 4 After entering the appropriate data you must click on the Update icon which will update the record Failure to click on the Update icon will result in the data you entered not being updated 0 amp F Update Delete Print Close
33. Control Devices Detail window 3 5 Requirements Menu Reserved Not used by IntelliRegs Users 3 6 Compliance Menu The Compliance menu allows you to open several functions that assist users to develop and oversee a Compliance Management Plan CMP including Compliance Forms defining Tasks grouping Tasks and producing various management reports as shown in Figure 3 5 o x aa TaskTrakker File Equipment Requirements Compliance Utilities Security Window Help 3a Wes pr Task Management Conia Cals Management Ser Plan Mgmt audi Task QAO Reports Task Grouping Management Reports Template Compliance Mgt Items H H Compliance Utilities k Task Mgt Spreadsheet By Unit History Management Task History Reports Figure 3 5 Task Management Task Management menu performs several functions as below e Compliance Management This selection shows the assigned compliance tasks for each Entity that appears in the Compliance Management Plan CMP The user may change Task attributes such as Frequency Responsible Person and Data Repository e Task Grouping This selection enables users to group compliance tasks for specific Entities When tasks are identified in this function as secondary tasks the CMP is automatically updated to show that compliance history will not be saved for the secondary tasks and compliance history will be saved for the primary task One example of task grouping is a Unit TaskTrakker Mo
34. Deviation ONLY Pending Compliance Management Tasks Due For Account BLO038U Pending Tasks For Dept 4 fC Pending Tasks For Person 1 and ID and ID requency Planned Method Source fr tO aintain up to date and readily accessible reports of daily average values of Po05322 onitored parameters for all op days when daily average values recorded under para a 8 b were outside established ranges aintain reports Figure 14 10 Figure 5 11 shows how the screen changes when a specific task is highlighted and the Add History icon 1s selected from the secondary toolbar TaskTrakker Module Page 53 ghadd History f I Task History Task Descriptio n Task 1D 5308 Value Maintain up to date and readily accessible reports of Completion Date fi 2 06 2003 21 51 daily average values of monitored parameters for all op days when daily average values recorded under para Unit of Measure of Measure NONE aJ amp b were outside established ranges Limit 1 Limit 2 Task Status Completed with Ho Deviations r Calculation Basis Business Unit DIST Entity Type Source Entity ID 3205322 Citation 63 118 f 1 Responsible Dept Main Actual Dept Main Actual Person Planned Method Maintain reparts Responsible Person Actual Method Maintain reports Planned Materials Actual Materials Date Entered 12 06 2003 Enteredpy Period Stat PerodEnd 7 Frequeney Comments Cancel
35. Name Parent Name Address Line I Address Line 2 Address Line 3 City State Zip Zone County Contact Title TaskTrakker Module Name of the direct Corporate entity to which the Operating Facility s belongs Name of Corporate entity Gf any which holds the majority of the Corporate stock in the Company The physical description of the location of the company to which parcel deliveries can possibly be made Please do not enter P O Boxes in this field Additional descriptions logical or physical of the location of the company It can include P O Box Suite Numbers Building Numbers etc Any further information including physical directions cross streets etc as to the location of the company Incorporated or unincorporated municipality in which the Operating Facility s resides If Operating Facilities are outside physical limits of a municipality the user should enter the nearest municipality The 2 letter abbreviated state code in which the Operating Facility resides The 5 digit postal code followed by the 4 digit extension if applicable The physical county or parish in which the Operating Facility s resides If the Operating Facility s spans multiple counties list the in county in which the municipality entered in the City field resides Employee of the Company responsible for overall operation of the Operating Facility s The person listed in this field will be the responsible party li
36. PACKED BED Sole or None 04 565003 ABSORPTION TOWERS GRAYITT SPRAY TOWER MC YA 035 04465010 ABSORPTION TOVERSPACKED BED Unit S TIETEN 14465106 ABSORPTION TOWERS PACKED BED AES118 ABSORPTION TOVERSPACKED BED pr ooo ss eee 04465120 ABSORPTION TOWERS ACKED BED P 04FLA 032 ABSI ABSORPTION TOWERS PACKED BED Figure 10 5 During the drag and drop procedure a yellow triangle shape with an exclamation point will appear at the cursor location This symbol will confirm to the user that the desired Entity has been correctly highlighted and is in the process of being dragged to the left side of the screen You must Update after each add or edit for the changes to be saved to the database TaskTrakker Module Page 34 Chapter 11 TITLE V OPERATING PERMITS TVOPs 11 1 About TVOPs optional A Title V Operating Permit TVOP is a listing or codification of all pertinent Federally applicable guidelines relating to the operations and equipment at an Operating Facility The scope of a TVOP in the TaskTrakker module is defined by the grouping of Process Units that will be permitted together by the regulatory agency This grouping must adhere to certain guidelines set forth by the regulatory agency Please consult the agency instructions and policies for further explanation of these guidelines The TaskTrakker module requires that a TVOP be wholly contained within a single Operating Facility Each Operating Facility can contain
37. Permits Regqmts Save As Close Unit List Control Devices Detail Select Control Device From List Device ID Device Description Abatmt Code 906026 MISC METHODS OF CONTROL FLOATING ROOF 906 J06032 MISC METHODS OF CONTROL FLOATING ROOF J06 Figure 8 2 TaskTrakker Module Page 25 8 3 Modifying a Control Device Record To modify a Control Device from the Control Devices Detail window click on the currently listed Control Device you wish to modify That will bring up the Detail window as shown in Figure 8 3 gr TaskTrakker Database File Update Window Help amp gt gt 4 H E mM t Controls we hlgmt Audit History IntelliRegz Units Relations TYOP Assign Aeg Permits Ek 23 OF k A FE List Add Delete Update Comment List Permits Reqmts Tave As Close Unit List r Control Devices Detail Control Device ID Shutdown Yes No Device Hame MISC METHODS OF CONTROL FLOATING ROOF Device Type Code 306 v Device Type Description MISC METHODS OF CONTROL FLOATING ROOF Facility Designation Sequence Number 1 Grandfathered Figure 8 3 When you have finished with modifying you must click on the Update icon 8 4 Forms Data optional and not often used 8 5 Control Device Requirement List Clicking on the Reqmts icon from within the Control Devices Detail window shows the full list of requirements assigned to the Control Devices See Figure 8 4 2 4 amp F Update Delete
38. Process Unit 4 km ORR Add Delete Update Disp Belat PUList Permits Reqmts Close Process Unit Detail Process Unit ID DST Description My PU Source Type INCINERATOR Notifier On Type of Process Unregulated C Regulated or Batch PU SCC Code 30190014 gt gt CHEMICAL MFG FUEL FIFED EQRMNT Process Rate Units MHM SCF INCINERATORS PROCESS GASS Comments Figure 9 4 When the record has been modified you must click on the Update icon to update the Process Unit record in the database 9 4 Adding or Modifying a Comment for a Process Unit Comments for Process Units work much the same as they do for other entities You need to have the Process Unit Detail window open to add or modify comments To add a comment record on a new Process Unit click on the Comment icon once data on the new record has been updated This will open a free form text box in which you may enter any text necessary Click on the OK button to save the entry to the database 9 5 Process Unit Requirement List The full list of requirements assigned to the Process Unit may be displayed by clicking on the Reqmt icon from within the Process Unit Detail window See Figure 9 5 TaskTrakker Module Page 30 18 2 Update Delete e F Print Close Be Requirements Assigned to Process Unit C1 Filter By Reg ALL r Subpart ALL z Assigned Requirements Ent Type Entity ID Sre Type Regmnt Description Reg Name Citation Actual
39. Yalue Type of Rule Op Scenario f NORMAL OPERA TING SCENARIO Faint CrX005FLI FLARE MLNKap4pjA Regulation HHLA esinda FLARE rit tiifs 4 yA i Fegulstion WAN fs 4 45 fi Recor dkeeping Mo nitoring FLARE Hit an ANA Fregulation miatta Mo nitoring Op Scenario f MORMALOPERATIKNG SCENARIO Point Cx027FL1 FLARE DA Regulation fire meer Design Std FLARE 63 1 byi4 MACT f83 1rb 4 Monitoring FLARE 63 1by7 Wi MACT ez te Monitoring FLARE frninraranani Feequlation finacan Fec ordkeeping View Detail Figure 9 5 9 6 Forms Data optional and not often used 9 7 Field Listing Process Unit Id Description PU Source Type Notifier On PU SCC Code Source Type TaskTrakker Module Key field Uniquely identifies Process Unit Once an ID has been updated to the database the field may not be edited or modified Description or Name of Process Unit Determines whether or not Form s will be accessible for this Process Unit Check if Form data is needed otherwise leave blank Master On Off switch to generate e mail notifications for pending compliance tasks in the selected process unit Source Classification Code pull down listing Identifies the specific activity which describes the source Drop down menu list of source types which if selected highlights a source type under Assign Requirements procedure Also determines which form s will be accessib
40. a time TaskTrakker Module Page 55 Forms Management Edit History Time Needed IMP QA Reports Pending Exceptions Report History Deviation Permitted Emissions Task Summary Dup Task and Dup Rules TaskTrakker Module This selection allows the user to create or edit Compliance Forms A Compliance Form is a relationship between a Requirement and one or more compliance tasks A rule can be associated with one and only one Compliance Form This selection enables users to modify previously entered task performance records This selection enables users to produce reports showing how much effort is required to maintain compliance records based on the entry of a duration time in minutes for each task The time required to perform non repetitive tasks may be entered using an estimated time day alternate feature as explained in the task detail screen This selection enables users to review quality assurance data for compliance history data that is being imported from a spreadsheet This selection produces a report showing all compliance tasks that are pending for Entities that are included within the scope of the report filter This filter 1s defined by the user on the initial screen following selection of this icon A pending task is a task that is expected to be done within the current time frame but is not necessarily overdue at the present time An Add History icon is available on the secondary toolba
41. agement Plan Status Confidential Information Reason for Application Is Affected State Review Required Affected State 1 2 3 TaskTrakker Module Key field in detail listing Unique identification for TVOP record Description of TVOP record Agency identification number for Title V Application Agency Identification number for Permit which will often be the same as Application ID List the date the Permit went into effect Choose one selection from the list of 5 items Applies Select either Yes or No Select either Yes No or Not Applicable depending on the status of your Compliance plan Select either Yes No or Not Applicable depending on the status of your Risk Management Plan Select either Yes or No as to whether there is confidential information included in your permit application Select the most appropriate reason for the Title V application from the list of the 7 items Select either Yes or No as to whether the Affected states regulatory agency needs to review the application Enter in the necessary fields the state affected from the permit application Page 38 n Chapter 12 TEMPLATES PERMITS AND REPORTS 12 1 Using Templates optional rarely used by IntelliRegs users The System has three types of templates that may be used to speed up the process of assigning requirements to equipment A template is used to copy a set of requirements from one Entity to another Entity Enter the template secti
42. be entered using the Edit History icon Users should click on the Edit History icon make appropriate selections of Year Account and Permit Number that appear on the next screen and then click on Get Report to see the actual and allowable emission rates for the selected permit and year 14 5 3 Pending Task Report Compliance History Users may enter their compliance history using the Pending Tasks report This selection produces a report showing all compliance tasks that are pending for the Entities that are included within the scope of the report filter This filter is defined by the user A pending task is a task that is expected to be done within the current time frame but is not necessarily overdue at the present time If the user wishes to add task results an Add History icon is available on the secondary toolbar to enter compliance history tracking information When compliance history is added for a task the task will drop out of the list and reappear at a later time when it is pending again e g the next day if the task frequency is daily Figure 14 10 shows the report filter screen 7 amp Ms AddHistory Refresh Print Save As Close pe Pending Tasks i Business Unit Entity Type il i OC C CS Primary Tasks Only Resp Department AL 1 entityld fa vi Resp Person a Frequency falt 5 Task Category fat 3 Compliance ttems Due Less Than Days From 4205 2003 utad Tasks Where Overdue Is
43. dule Page 8 Walk through in a process plant wherein many individual compliance tasks are often completed through a single event Template Compliance Met Items This selection allows a user to copy tasks from one Entity Source Control Point or Unit to another Task Mgt Spreadsheet By Unit This selection displays the compliance tasks for an Entity in a spreadsheet view as opposed to a full screen view for each task Task QA QC Reports Not generally used by IntelliRegs users This report menu performs several functions as below Compliance Plan Audit Report This selection produces a report showing all compliance tasks that are pending for the Entities that are included within the scope of the report filter which is defined by the user on the initial screen following selection of this icon A pending task is a task that is expected to be done within the current time frame but is not necessarily overdue at the present time An Add History icon is available on the secondary toolbar to enter compliance history tracking information When compliance history is added for a task the task will drop out of the list and reappear at a later time when it is pending again e g the next day if the task frequency is daily IntelliRegs Import QA Report This selection produces a report showing quality assurance review findings pertaining to files imported from IntelliRegs a program that some TaskTrakker users rely on to develop and maintai
44. e 3 7 File Equipment Requirements Complance Utilities Security Window Help HEE ev g Security Setup Te m T T r E Be Touros Plan Mgmt Audit History Import security Data TYOP Assign Req Permits Configure Notifier Review Email Log Email Job Figure 3 7 e Security Setup is for assigning user ID and passwords etc e Import Security Data allows the user to import data from a security file e Configure Notifier allows entry of server name domain environmental email address etc e Review Email Log permits viewing of previously sent emails e Email Job shows pertinent data on the user s email job TaskTrakker Module Page 11 Chapter 4 COMPANY 4 1 About the Company The Company is defined as the Corporate entity that owns or operates the plant There can be no more than one company listed in TaskTrakker 4 2 Editing the Company Record To enter or edit the data in the Company record select Company from the File menu or press the key combination lt Ctrl Y gt That will bring up the Company detail window See Figure 4 1 ao EEE TEXAS OPERATIONS PDCTEST File Update Window Help 2 2 m it amp Sources Plan hlgmt Pending IntelliRegs Units olations T OF amp ccign Req Fermits Template oe gt F Update Clear Close Company Detail Company Reporting Name Parent Name Address Line 1 Address Line 2 Address Line 3 P City Fo state o Zip Zone Country Contact
45. e Figure 14 4 ii ox Selection Criteria a Business Unit E ntity Task Categor ALL v CALL ALL All Tasks For Entity Category Selection ah Primary Tasks Frequency _ File Ref Planned Method FE Coordinator LDAR Guideline Hos os rss Secondary Tasks Operations SOP Description 430 UNIT 16775040 Standard One Time rea Supervisor Operations SOP Ensure H2S monitoring system at the SRC is operated and maintained according to the LER procedures 430 UNIT 40497 __ 216775C40 for Standard One Time lanning Supervisor Operations SOP nstall H2S monitoring system at the SRC Figure 14 4 The top window is for assigning primary tasks and the bottom window is for assigning secondary tasks Primary tasks are tasks for which history will be kept such as Keep a record of daily flare inspections Secondary tasks are informational tasks which relate to the primary task but do not have history kept such as Make the records readily available for inspection upon request Columns in the Task Picklist window include the Entity Type such as Source Point or Control Device Entity ID Description of the task Task ID Primary Task Rule and Frequency You can sort the columns in the Task Picklist window by clicking on the column headings To assign a primary task select the task and click on the right arrow gt next to the top Primary Tasks window to move the task into that window You ma
46. e Title V permits TVOPs so that the program can correctly separate requirements in large plants by TVOP This is done by selecting the TVOP icon choosing or creating a TVOP and clicking on the With TVOP and Without TVOP icons to list assigned and unassigned Process Units respectively Unassigned Process Units can be assigned to the selected TVOP with an appropriate icon selection TaskTrakker Module Page 5 Chapter 3 USER INTERFACE 3 1 About TaskTrakker User Interface The user interface used throughout TaskTrakker program is consistent A Windows menu and a configurable FrameBar are used throughout TaskTrakker You may bring up any section of the program by using the menu system or the toolbar Shortcut keys are in conjunction with the menu system Shortcut keys are combinations of letters pressed simultaneously with either the lt Ctrl gt key or the lt Alt gt key to take you directly to a certain window These key combinations work the same as in other Windows applications When you bring up most menus the shortcut keystroke combination appears next to their respective menu action 3 2 FrameBars and SheetBars A FrameBar is a row or toolbar of icons that is part of the frame around a screen or window The FrameBar remains the same regardless of which window is open Conversely a SheetBar is a row of icons relating to a specific sheet or screen The SheetBar changes whenever a different screen is selected It is sometimes ca
47. e actions taken and root cause have been augmented by automated processes used in TaskTrakker to record these data when incidents occurred and to access them later for reporting purposes 5 Assigning Tasks to CPC personnel the automated process in TaskTrakker used to assign tasks to CPC staff will replace similar functions that may have been done manually or using systems such as MS Excel 6 Monitoring Compliance and Notify CPC Staff when Needed TaskTrakker provides automated monitoring of compliance history that is acquired either through web page updates from CPC staff or from queries run against process historian databases In either case TaskTrakker can monitor compliance with regulatory limits automatically and when potential deviations are identified e mail notifications are sent to the designated CPC within 24 hours These features will replace or augment manual procedures formerly used to monitor compliance such as by viewing process historian data summaries or reading sheets and evaluate compliance by comparing results to regulatory limits TaskTrakker Module Page 58
48. eady entered via a program function such as Operating Facility or Points The SheetBar also has icons and follows the same configuration that is assigned by you to the FrameBar The SheetBar is used primarily for data update functions such as Insert Update and Clear as well as adding comments and closing the data entry sub menu form windows SheetBar selection shortcut keys are used in conjunction with the lt Alt gt key The letter to be used simultaneously with the lt Alt gt key is underlined when the Show Text selection is invoked on the FrameBar configuration 3 3 File Menu As does virtually every Microsoft Windows application TaskTrakker provides pull down menus at the top of the window These menus are present throughout the program operation When the window Operating Facility Selection is open and you have not selected a submenu or function these menu descriptions apply File menu functions are explained in this section other menu functions are explained in subsequent sections The File menu has the following items See Figure 3 2 Please note that also listed is the letter which when simultaneously pressed with the lt Ctrl gt key will invoke the option as well ae Task rakker File Equipment Requirements Compliance Utilities Security So Operating Facility List Operating Facility pu Ctrl F History IntelliRegz Company Ctrl TYOP Ctrl v Exit Ctrl x Units Figure 3 2 e Operating Facility List Thi
49. ed to electronic format for better storage analysis and reporting abilities This enables you to have an ongoing information system that can be utilized for many purposes but primarily for regulatory compliance 2 3 About Databases A database is a collection of related information This data is stored in several tables of various sizes and types and is related together by the database engine built into the software TaskTrakker collects information regarding plant and source data and provides you with the ability to build relationships among that data Since TaskTrakker runs under the Microsoft Windows Operating environment you have graphical tools to manipulate data and processes A database table is composed of 2 general elements a field and a record A field 1s one piece of information that describes something in the database For example a personnel database would have fields for employee s names addresses hire date salary etc A record would be the entire entry for each employee If there were 100 total employees then there would be 100 records The database therefore would be a collection of all related tables forms reports and procedures resident in the program user application or system 2 4 Data Entry Procedures When a dialog data entry form is opened the data entry procedures for virtually all windows are the same Once in the data entry Detail window the initial field you may modify or edit is highlighted If yo
50. en assigned to a Process Unit A collection of Entities consisting of a Sources and may also include a Point and or Control Device A sub menu toolbar that relates to the specific functions of listing and data entry Regulations that affect industry directly and rarely impact consumers such as pressure vacuum and other plant equipment standards Regulations that have some impact business directly and consumers indirectly including emission decreasing equipment that people interact with such as hoses on gasoline pumps Regulations that have direct impact on consumers such as lawn mowing or outdoor grilling standards Documents signed by each state s governor setting forth what actions the state will take to bring its air quality under federally acceptable standards Once approved by the EPA these programs are federally enforceable Control requirements for the building of Emission Units and other equipment Section of the Clean Air Act that deals with Federal Operating Permits A listing or codification of all pertinent federally applicable guidelines relating to a source point or other piece of equipment or a group of sources points or other pieces of equipment In the System the pertinent equipment may be grouped together for the purpose of listing guidelines Page 45 m Chapter 14 COMPLIANCE MANAGEMENT 14 1 Overview of Compliance Management Title V Operating Permits have changed the way many compa
51. entation to be sure that your question or problem has not been addressed e Make sure that the Data Sources section in your control panel is configured properly to run the TaskTrakker database which is called ACM db If you are not using Oracle then the drivers for ODBC will also need to be loaded for proper program operation e If you are running on a Network check with your system administrator to make sure your workstation is configured correctly to run the program and connect to the database Also check that you have the rights to modify a file in the drive and directory where TaskTrakker is loaded namely the database file ACM db e If your issue is not addressed in the documentation and you are satisfied that your system is configured properly then feel free to call PDC Corp Please have information about your system including Windows version and type of network TaskTrakker Module Page 3 Chapter 2 OVERVIEW 2 1 TaskTrakker Overview TaskTrakker automates the collection processing storage and retrieval of information that is used for compliance Although all companies must comply with the environmental rules and regulations that they are subject to plants that are subject to a Title V permit must annually certify compliance with all Federally applicable requirements 2 2 Title V Operating Permits TVOPs Title V Operating Permit compliance requires a great deal of documentation With TaskTrakker this documentation is reduc
52. eopening C Change at site under preconstruction authorization Is Affected State Review Required C Yes Ho Affected State 1 Tx Affected State 2 Affected State 3 Figure 11 3 11 5 Adding or Modifying a Comment optional Adding or modifying a Comment record in TVOPs is the same as in other sections To add a comment to a TVOP select the desired TVOP from the TVOP Detail window This will bring up the detail listing form of that TVOP Click on the Comments icon which will bring up the Comment window Once the information has been added click on the OK button to add the comment record to the database To modify an existing comment on a resident TVOP click on the desired TVOP from the TVOP Detail window That will bring up the detail listing form for that TVOP Click on the Comments icon and the current comment record will appear in the Comment window TaskTrakker Module Page 36 11 6 Assigning Process Units to TVOPs optional From either the list view or the detail view of the TVOP Detail window there are three icons All PU With TVOP and Wtout TVOP used to display lists of assigned and unassigned TVOPs to Process Units See Figure 11 4 Figure 11 4 Clicking on the All PU icon will bring up a list entitled List All Process Units This is just a listing you are not able to edit any data from this view If you select a TVOP before opening this list you may either click on the TVOP Detail icon which will take you t
53. er Module The TaskTrakker Module is a part of the COMPliance ASsurance System COMPASS The COMPASS facilitates the collection storage and reporting of Air Emissions data including emissions inventory calculations and Title V permitting TaskTrakker is dedicated to compliance demonstration including task management and the acquisition of history records to prove that required actions have been taken in accordance with applicable rules permits and enforcement orders TaskTrakker incorporates data from applicable rules and regulations compliance tasks and compliance history Many users rely on a program called IntelliRegs an MS Access module developed by PDC Corp to administer their environmental permits including Title V federal operating permits Users who license both IntelliRegs and TaskTrakker define their equipment business and process areas regulatory requirements and site data in IntelliRegs and then export data to TaskTrakker both for initial database set up and for periodic updates For this reason many TaskTrakker functions would never be employed by users who license both IntelliRegs and TaskTrakker Pertinent sections of this manual are identified in the headings with the phrase Not used by IntelliRegs Users IntelliRegs users may either skip those sections or request a modified version of the manual from PDC Corp in which such sections have been removed 1 2 System Requirements The following platform is str
54. ere assigned to equipment multiple times Page 56 Chapter 15 PURPOSE OF TASKTRAKKER AND MANUAL PROCEDURES THAT ARE USUALLY AFFECTED The main purpose of TaskTrakker and related components is summarized below e The COMPASS TaskTrakker enables the development of a compliance management system that includes notifications of pending and overdue tasks data entry by plant staff to track task performance data and reporting of compliance history for deviations reporting e The COMPASS TaskTrakker E mail Notifications provides a simple and intuitive method for accessing the Add History web pages used to update task performance information alerts users to overdue assignments and apprises designated staff when potential compliance deviations have been recorded e The COMPASS TaskTrakker Web Pages provides a simple and intuitive method for users to interface with the TaskTrakker database to update their task performance information or produce reports e The COMPASS TaskTrakker Process Historian Bridge program enables automated and unattended compliance history data to be acquired from process historians as well as automated functions to compare statistics such as in max and average values to permit limits and other regulatory requirements so that reports can be developed efficiently and corrective actions may be taken in a timely manner Deployment of the COMPASS TaskTrakker module may change the following wo
55. erformance Standards TaskTrakker Module Simulation to determine if an area will meet specific guidelines in the future Agency modeling is conducted for large areas and takes into account information gained from the emission inventory mobile source inventory and biogenic sources A federal or state regulatory citation or permit provision that regulates equipment and activities at a site Enacted in 1970 amended in 1977 and overhauled in 1990 which federalized air pollution control regulation The 1990 supplement added permit programs and strengthened enforcement provisions of the act A signed assurance by a company s senior officer that acknowledges good faith adherence to regulatory requirements Any Entity Source Point or Control Device which can be either a piece of equipment or an activity e g Boiler Painting Engine etc that has been assigned one or more federally applicable rules that appear in a company s Title V Permit Guidelines established by Federal Law such as the Clean Air Act Permits issued by Federal Agencies in Ozone Attainment areas or State Implementation Programs These requirements are federally enforceable Imposed upon states by the EPA if submitted State Implementation Plan is inadequate not enforced or state fails to submit any such plan Must be imposed by EPA within 2 years after the date that the state was required to have submitted proper plan A Title V Operating Permit which
56. iRegs Data TaskTrakker Module Page 9 Select Reg Import File This selection enables the import of requirements and applicable rules from IntelliRegs a program distributed by PDC Corp in which applicability determinations are made to Entities automatically based on equipment characteristics such as construction date When this function is run it automatically checks the integrity of existing applicable rules in the database to ensure that all Entities including Units are valid and it produces a report showing any invalid items Select Task Import File This selection enables the import of generic task definitions from IntelliRegs a program distributed by PDC Corp in which generic task definitions are created for applicable rules When this function is run it automatically checks the integrity of existing task definitions in the database to ensure that all definitions are valid and it produces a report showing any invalid items Update Tasks from Generic Info This compares user s tasks to generic tasks Form Management Enables review of Compliance Forms 1 e generic task data Global Changes to Tasks Enables changes to be made to tasks site wide History Management History Management performs function as below Edit History Data This selection enables users to revise previously entered compliance history records Import History This selection opens an Import History window From this window users may select a properly fo
57. ill drop out of the list and reappear at a later time when it is pending again e g the next day if the task frequency Is daily Compliance Rating Analysis Report This report shows a listing of the number of deviations by severity based on a point system TaskTrakker Module Page 10 e Task Grouping Report This displays primary tasks together with their secondary tasks 3 7 Utilities Menu Utilities menu will bring up several functions that are intended to be used under special circum stances as shown in Figure 3 6 e Pasadena Refining System Inc HGO1 5D Compliance Utilities Security Window Help Entity Type Selection kal History CC Selection Associate Permits With Entities Figure 3 6 e Entity Type Selection This function enables users to customize their list of Source and Point Types to more closely conform to the actual types at their site For example if a user has no Storage Tanks the Tank Source Type can be hidden from all program drop down lists e SCC Selection This function enables users to customize their list of Source Classification Codes SCCs to more closely conform to the actual SCCs for equipment at their site e Associate Permits with Entities This selection automatically associates Entities with applicable New Source Review permits based on the permitted emissions that have been entered in COMPASS EI WinCeis module 3 8 Security Menu The Security menu is shown in Figur
58. information that would explain a particular entry in a field that is listed To add a comment record on a new Source click on the Comment icon during data entry on the new Source record When you are finished entering the comment record click on the OK button to save the data entered To add or modify a comment on an existing Source click on the desired Source in the Select Source from List window Then click on the Comment icon on the data entry form You may use the Clear Text button to clear or delete the previous entry or you may add information to what is resident Click on the OK button to save the data entered 7 8 Field Listing Source ID Uniquely identifies Source If the Source is the same as a Facility in the emission inventory for this Operating Facility the FIN should be used here Description Name used to identify emission Source at the plant Common ID An optional unofficial ID for the source Location Tells user where the source located in the plant SCC Code Source Classification Code that applies to this Source Source Type Description of Source from a drop down list Shutdown Choose Yes or No to determine whether Source has been indicated as non operating due to shutdown property transfer demolition or other reason A Yes means that the Source is non operating and an No means the Source is active TaskTrakker Module Page 24 Chapter 8 CONTROL DEVICES 8 1 About Control Devices Non Title V Permitted Control
59. iptions Oper Facility I D Name Plant Site Name Non Attainment Area EMS Certified Agency ID No Plant Address Line I Address Line 2 City TaskTrakker Module Uniquely identifies Operating Facility Record Name used to identify the Operating Facility Common name referring to the site location Select Yes if the plant is located in non attainment area Select Yes if the plant has a certified Environmental Management System State agency assigned identification number The physical description of the location of the company to which parcel deliveries can possibly be made Additional descriptions logical or physical of the location of the company Can include P O Boxes Suite Numbers etc Incorporated or unincorporated municipality in which the Operating Page 15 State Zip County Plant Telephone Business Type UTM Zone UTM E Meter UTM N Meter Plant Latitude Plant Longitude SIC Code 1 SIC Code 2 Operating Days Per Week Operating Hours Per Day Operating Weeks per Year Summer Operating Percent Fall Operating Percent Spring Operating Percent Winter Operating Percent Summer Operating Percent Plant Contact Info Name Title Phone Fax TaskTrakker Module Facility resides The 2 letter abbreviated state code in which the Operating Facility resides The 5 digit postal code followed by the 4 digit extension 1f applicable The physical county or par
60. is assigned to a Process Unit that has SCC data entered the TaskTrakker module will detect any differences between Process Unit and Source SCC codes and it will give you the option of replacing the existing Process Unit SCC code with the code from related Source The Regulated Process check box determines whether or not users are able to enter Form data such as construction date If checked the Form s that is available for the source type of the selected Process Unit is accessible It also determines whether or not the Process Unit is visible on the Assign Requirements screen 1 e only regulated Processes may have applicable rules To exit out of the data entry form back to the Process Unit Detail window with the listing of current units click on the List icon To exit completely out of the Process Unit Detail section of the TaskTrakker module click on the Close icon 9 3 Modifying a Process Unit To modify an existing Process Unit click on the Units icon That will bring up the Process Unit Detail window with the subtitle list bar Select Process Unit From List if there are Process Units resident in the TaskTrakker module TaskTrakker Module Page 29 From the list you should click on the Process Unit you wish to modify This will bring up the data entry form with the entry in the field Description highlighted See Figure 9 4 Special features exist in the TaskTrakker module for SCC codes as discussed under Section 9 2 Adding a
61. ish in which the Operating Facility resides Area code and local number of main Plant site State type of business that is conducted at Operating Facility Universal Transverse Mercator Zone Number Primary plant benchmark east coordinate Primary plant benchmark north coordinate Degrees north Latitude measurement Degrees west Longitude measurement Primary Standard Industry Classification Code for Operating Facility Secondary Standard Industry Classification Code for Operating Facility Represents number of days entire site operated during each week for the year covered for the compliance Represents the number of hours entire site operated everyday for the year covered for the compliance Represents the number of weeks entire site operated during the calendar year for the year covered for the compliance Represents the actual percentage of the operation that occurred in the combined months of June July and August Represents the actual percentage of the operation that occurred in the combined months of September October and November Represents the actual percentage of the operation that occurred in the combined months of March April and May Represents the actual percentage of the operation that occurred in the combined months of December January and February Represents the actual percentage of the operation that occurred in the combined months of June July and August Name of employee responsible for Title V Permi
62. king on the File menu Build Relationships This display will show all relationships by Unit Uw amp F Block Flow List Pre List Exit f3 Process Unit Relationship Display Operating Facility VC0008Q Name PDC SPECIALTY CHEMICALS Process Unt ID 07 Description Benzene Unit Source ID and Description Emission Control Pt ID Desc Dev ID Status Description D7PAC DDDA PROCESS OLT 013 OP 15 CHUDE FILTER VENT 07AB3113 0 SCRUBBERS MISC TYPES O7PRC DDDA PROCESS bd ai UP 16 REWORK FILTER VENT Ke 0 ER Peni ok knr D7PAC DDDA PROCESS WELT bd ue 16 FILTER EHI DDDA PROCESS FUGITIVE EMISSIONS Figure 10 2 10 4 Building Relationships optional and not often used Relationship may be built and assigned to a Process Unit by clicking on the Relations icon in the main toolbar See Figure 10 3 Please note that all pertinent Emission Points Sources and Control Devices must be resident in the TaskTrakker Module before they can be related in this window TaskTrakker Module Page 33 kN TaskTrakker Database f File Equipment Requirements Compliance Utilities Security Window Help D 2 4 8 3 fe e E L Ek L Sources Plan Mgmt Audit History IntelliRegz Lnitz Relations TYOP Assign Req Permits Exit Figure 10 3 The Build Relationships screen has two windows The window on the left shows existing relationships while the window on the right shows a list of Entities See Figure 10 4 The window on the
63. le for Regulated Processes Page 31 mm Chapter 10 EQUIPMENT RELATIONSHIPS 10 1 About Relationships optional and not often used In the TaskTrakker Module the term Relationship may consist of either a Source by itself a Source with a related Point or a Source with a related Point and Control Device You must have set up all of the entities involved in a Relationship before using the Relations icon to create the Relationship and assign it to a Process Unit After these Relationships have been created and are assigned to Process Units you can begin to identify the regulatory requirements for each Process Unit and optionally the equipment that comprises it 10 2 Conceptual Basis for Relationships and Assignments A Process Unit can comprise many Relationship assignments However each Relationship can be assigned to only one Process Unit For example a boiler with three stacks may be defined in the TaskTrakker Module as three different Relationships 1 e Boiler Stackl Boiler Stack2 and Boiler Stack3 All three of these Relationships may be assigned to a Process Unit called Boiler Complex Similar situations arise with multiple sources linked to a single Emission Point A Relationship must include a Source It may at your option also include an Emission Point and Control Device In some instances the same Source may be represented in different Relationships and in different Process Units For example a loading rack ID LROO1 may be
64. lick on the List icon to back out one level To exit completely out of the Source Detail Information window click on the Close icon TaskTrakker Module Page 21 g TaskTrakker Database File Update Window Help DB Es 2 2 0 8 mm if E Fources Plan flgmt Audit b History IntelliRegs Units Relations TYOP Assign Reg Permits Exit ver 28 5 UW rz A FE Print Add Delete Update Comment List Make Unit Permits Reqmts Save s Close er Source Detail Information Source or Batch ID Shutdown Yes te Mo Source Type Description Common ID Location SCC Code 0 sccbese OF SCC Units E FEE Comment Figure 7 2 7 3 Modifying a Source To modify a Source from the Select Source from List window you should click on the currently listed Source you wish to modify That will bring up the Detail window with the resident data record regarding that particular Source See Figure 7 3 You should note that since the entire field entry is highlighted any modifying will completely delete the current data To make only character changes in the data click in the field again to remove the highlighting h TaskTrakker Database f File Update Window Help E EH 29 E Em TE EF Assign Aeg Permits Exit Sources Flan Mgmt Audit History IntelliR egs Units Relations TOF E y ai Te EA fl Make Unit Permits FRieqmts Saye s 8 EE E opiate Comment r M I
65. lled a secondary toolbar TaskTrakker FrameBar is a type of icon toolbar similar to those present in such Microsoft Windows applications as Microsoft Word and Excel Clicking on the FrameBar icons takes you directly to a module without having to invoke a menu Using the FrameBar is generally the quickest way to navigate TaskTrakker TaskTrakker FrameBar can be configured in the following ways whether or not the FrameBar is displayed small or large display with the large display including the command title displayed at the top bottom or either side of the window or floating display inside of a window To configure TaskTrakker FrameBar click the right mouse button when the mouse is present on one of TaskTrakker FrameBar s items That will bring up a menu allowing you to pick the configuration of your choice See Figure 3 1 w FrameBar Left w Top Fight Bottom Floating w Show Text w Show Power ips Figure 3 1 TaskTrakker Module Page 6 Please note that displaying the text along with the icons in the FrameBar does not in any way affect the potential location of the FrameBar on the window FrameBar selection shortcut keys are used in conjunction with the lt Ctrl gt key The letter to be used simultaneously with the lt Ctrl gt key is underlined when the Show Text selection is invoked on the FrameBar configuration TaskTrakker SheetBar is an extension of the FrameBar that appears on Windows in which you have alr
66. mplating To Operating Facility Operating Facility BLOO38U BLOO38U Process Unit Process Unit Control Dewice Device gt Emission Point Emission Point Template Compliance Management Items f Yes C No Figure 14 8 Once the Entities have been selected and the Update button clicked a screen appears to select the rules to template The rules can be copied individually or the Select All button can be used to copy all of the rules at one time 14 5 Entering and Keeping Track of Compliance History In some plants the compliance history will be maintained in an external database such as a Plant Historian or Fugitive Emissions data management system It is preferable to access data that is stored in an external database for analysis or reporting as opposed to copying the data into the COMPASS If the Data Repository for compliance history has been indicated as External Database for the task displayed on the Compliance Management Maintenance screen users may wish to identify more precisely where data is stored by filling in information in the Link to External Data field located at the bottom of the screen See Figure 14 3 To do a batch upload from a spreadsheet etc click on the Add History icon then on the Import icon and specify the file name and location Compliance history will be collected for numerou
67. multiple TVOPs although regulatory agency rules should be consulted to determine how to subdivide your plant into permitting areas 11 2 Working with TVOPs optional To begin working with TVOPs click on the TVOP icon See Figure 11 1 fan TaskTrakker Database f File Equipment Requirements Compliance Utilities Security Window Help E Bo Gr GH Em Puninks Flan flgme Audit History IntelliRegs Lnitz Relations TYOP Figure 11 1 If there are no TVOP records on file a dialog box with the message No TVOP Items On File Please ADD will appear The TVOP Detail window opens with the list Selecting a TVOP from the list will bring up the data entry window where you may modify the current data See Figure 11 2 EA E E Fs 4 FB FA A TT Ff Add Update TYOP Detail Status List I VOP Comments Mesign Unarsign All PU with TYOP ioutTYOR Reg List Close IH GA Tvor Detail Use Scroll Bar for More Data Operating Facility PDCTEST Name TEXAS OPERATIONS TYOP SystemID 0 Description EEE Application ID 7 oo Permit Number is Permit State or Agency TX e g TX Permit Effective Date 00 00 0000 In Compliance Acid Rain Applies Yes Mo C In Compliance W Explanation CH ill ror T Compliance Plan Status Yes No C N A c i ai a ri Risk Mgmt Plan Status Yes C No 0 N A l C Further Testing Needed Other Information Confidential Information Included with Application C Yes Mo Reas
68. n generic compliance tasks Entity Task Limit Spreadsheet This screen allows reporting or quick editing of tasks frequencies and limits in a list format Duplicate Tasks This report shows a list of duplicates grouped and color coded for easy review and deletion of redundant tasks Duplicate Applicability This report shows rules listed as applicable to the same source more than once Duplicate Generic Tasks This option lists tasks listed more than once for the same rule Management Reports Management Reports menu performs several functions as below Task Count By Frequency and Source Type This selection produces a report showing the number of tasks first by Frequency then by Source Type categories Task Count By Source Type and Frequency This selection produces a report showing the number of tasks first by Source Type then by Frequency categories Task Reduction By Grouping This selection produces a report showing the reduction in the number of tasks in the Compliance Management Plan for which compliance history would normally be entered called Primary Tasks as a result of Task Grouping Task Management Summary Report This selection produces a report showing a summary of the Compliance Management Plan meaning the entire list of Tasks with details such as Task Description Frequency Responsible Person Retention period etc Compliance Utilities Compliance Utilities performs several functions as below Import Intell
69. n either add Process Units by clicking on the Add icon modify resident Process Units by selecting one from the list or you can Close this function TaskTrakker Module Page 28 9 2 Adding a Process Unit To add a Process Unit from the main window where an Operating Facility is selected click on the Units icon That will bring up the Process Unit Detail window with the subtitle list bar Select Process Unit From List To add a Process Unit click on the Add icon The data entry detail sheet with the title Process Unit Detail will appear with the cursor located in the first field Process Unit ID See Figure 9 3 When you are finished you must click on the Update icon to add the Process Unit record to the database a ze K Add Delete Update Disp Relat iz Permits Regqmts BA Process Unit Detail Process Unit ID Descnption PU Source Type y oo Notifier On Type of Process Unregulated C Regulated or Batch PU SCC Code ____ EE ee E Comments Figure 9 3 A special feature of the TaskTrakker module is its ability to fill in Source Classification Codes SCC from assigned sources If a new Process Unit is added with a blank SCC Code the TaskTrakker module will automatically fill in the Process Unit SCC Code from the code at the point in time when Cross Reference items are assigned to the Process Unit Each Cross Reference includes one Source and any related Point and or Control Device If a Relationship
70. navnrnennnnenennrnennnnenennenennnnenenee 6 3 2 FrameBars and SheetBars rornovernonovnrnonnrnennnnenevnenevernenennenennenennnnenennenennnnennnee 6 3 3 Eile Ment REE 7 TEN 8 DR 9 NNM 10 3 7 Utilities Menu soererooononeoerernerernnenennnnrnrnnsnnnnenennnnenensssnanenennnnennnnennnnenenneneneneeee 11 2 TOMINE 12 dl NNN 11 4 2 Editing the Company Record rrrrrrnnnnnnrrrrrrrrrnrnnnnnvnnnnnrrrnrnnnnnnnnnnnenensnesssssnne 12 43 FADE ren 13 TaskTrakker Module 1 OPERA TING ECIENT Ne 14 51 Ab ut Operatine Pacts siscscsssensssacsarscenevendsnacisenceteosnsosmnarsaedasnasoensnsensaaencass 14 52 Selecting An Operatin Facility uuesssrssomesmsgmsmpdsunsnenasn 14 5 3 Adding a New Operating Facility er scccectsunccssessceceavicestneweseewedisemrevensisanedeonesenss 15 5 4 Modifying an Operating Facility roronnnnrrnnnnnnnnnnrrnnvnnrrnnnnnnnnnrnnrnnnnvrnnnnnnnnnnnnne 15 3 FeDe EE EE E A ne eer ee 16 ge EMISSION PONNI 17 6 1 About Emission POints ccccccceccececccceccsccccccecccececcscecescecescececescecasceceeees 17 62 Addn an SSS REE 17 6 3 Modifying an Emission Point rrrnnnnnnnnnnrnnnnnnnnnnnnnnnnnnvrnnnnnnnnnnnnnnnnnnrnnnnnnnnnnsnee 17 6 4 Forms Data rrorernennrnonernennnnenennrnennnnennnnenennenennnnennnnenennenennenennnnennnnenennenennnnennnee 18 6 5 Emission Points Requirement List rrronnnnnrrnnnrnnnnnnnrrrnnrnnnnnnnnrnnvnnnnnnnnnnnnnnnnnn 18 6 6 Adding a Comment to an Emission Point
71. nies keep track of compliance A company may need to certify its compliance with applicable rules on a periodic basis usually twice per year Equipment and operations that are not yet in compliance with applicable rules must be listed in deviation reports in the case of Title V permitted facilities along with explanatory information and planned remedies Civil and criminal penalties may be assessed for a company s failure to file accurate and timely reports These developments along with ISO 14000 and industry initiatives have established a high standard of performance for compliance assurance systems such as the COMPASS The COMPASS TaskTrakker module is designed to meet the needs of companies who are interested in secure thorough and continuous recordkeeping of regulatory compliance assurance information Deviation reporting based on compliance history data stored in the COMPASS database can save the company time in producing compliance reports while improving accuracy A complete and detailed regulatory applicable analysis of the company s facility is a fundamental step in achieving the goal of continuous compliance PDC Corp provides an automated system IntelliRegs to determine applicable rules based on guidelines published by the TCEQ a state agency in Texas that deals extensively with air quality issues Applicable rules and associated Entities may be uploaded into TaskTrakker from IntelliRegs if that tool was used or uploaded from a
72. nnrnennrnennrnenennenennnnennnnennnnenennenennnnennennenennenennnnennnne 28 TaskTrakker Module 92 ml a Process Uni siseses ins a EA S 29 9 3 Modifying a Process Unit rrrrrnrrrnnnnnnnvrvvrrrnnnnnnnnnnnnnnnnnnnnnnrrsnnnnnnnnrrrrnnnnnnnnnnnnnnn 29 9 4 Adding or Modifying a Comment for a Process Unit rrrrrrnrrrrrnnnvrnnnnnnnnnnnnrr 30 9 5 Process RENN 30 Do TOn DE EE A E E E E E E E E 31 21 CCN ES REE 31 10 EQUIPMENT RELATIONSHIPS eecccccccccccccccccsscsscsssssssssssssssssssssssssssssssssss 32 10 1 NMFs 32 10 2 Conceptual Basis for Relationships and Assignments rrrrnnrnnnnnnnrrnnnrnnnnnnnre 32 1905 Display ny GE EE EE 33 10 4 Building RISS ge soccsacincsaceussansnasenceosassvan stash sesnep rrapi rinnan neiaa 34 11 TITLE V OPERATING PERMITS TVOPS sssssssssssssssssssssseeseees 35 WL PRIDE TVOPS gs sects sonnet EEEE OE ETE EEEE E 35 HD Voks WNTV OPS orci cuianeucnnesnnacpesievoreniensccapinimntaetn E E EEEE 35 Ho FINT eeen EE veitenesvatsaundsees 35 N MP TN Papeete 35 11 5 Adding or Modifying a Comment rrrrrronnnnnnnrrnnnnvrrnnnnnnnnnnnsnnnnnvvnnnnnnnnnnsnnnnnnnns 36 11 6 Assigning Process Units to TVOPS rrrrrrnnnnnrrrrrnnvrrnnnnnnnnnrsrnnnnnvvnnnnnnnnnnsrsnnnnnns 36 EE ORP ve 36 TN e AEE E E E E E E 36 12 TEMPLATES PERMITS AND REPORTS essssessssssssssssssssssssssnsnsnsssnssnnsnnnnnnee 37 VE EEE 37 EE 5 EEE 40 123 POET 00 SEE EE 42 V NMR 43 125 PMR der 44 SS DEFINITIONS
73. nts from being attached to the Source Click the mouse on the Requirement from the list you wish to delete and click on the Delete icon This will remove this Requirement from the Source although this Requirement may be attached to another entity Deleting the Requirement here will not affect the status of the Requirement relating to other entities 7 6 Forms Data optional and not often used TaskTrakker Module Page 23 In addition to the general Sources information fields shown at the top of the Detail screen there may be one or more specific Form questions shown in the lower portion of the screen See Figure 7 3 The questions that appear in this section are conditional on the Source Type e g engine tank etc and the location of the site with respect to the regulatory agency responsible for the particular area If the Source that you selected has a Source Type for which a Form has been designated by the regulatory agency responsible for your site s location that Form and its questions will be displayed as shown in Figure 7 3 If more than one Sources Form has been designated by the regulatory agency responsible for your site s location then a drop down list will appear for the user to select which form to display 7 7 Adding a Comment to a Source A Comment or memo may be added to a new or current Source A comment would be a description of pertinent data that does not belong in a field listed on the data entry form or certain
74. o the TaskTrakker module and used to create equipment specific task lists with a high degree of precision and standardization 14 2 Compliance Forms Non Title V Permit Rules Only In order to standardize the list of tasks for each applicable rule the TaskTrakker module uses a rule specific task list that 1s either created by the user in the COMPASS or loaded into the system from IntelliRegs This list contains the tasks that will by default be loaded into the CMP for each Entity that is subject to the rule Companies can customize both the task list and the task attributes for each TaskTrakker Module Page 46 instance where the rule is applicable to an Entity but the Compliance Form helps to standardize task lists It also greatly accelerates the process of task assignments in the CMP when a user decides that a rule is applicable to an Entity Compliance Forms are created modified viewed and removed from the database through the Forms icon which appears on the left side of the Compliance toolbar as shown in Figure 14 1 TaskTrakker Database LYONDELL CITGO REFINING HGO048L File Equipment Requirements Compliance Utilities Security Window Help Sources EEE EEE prea dsheet Plan figmt Form Group H Task Group Forms Mgmt Edit History Pending BLE BEL LLELE IntelliRegs Units Figure 14 1 is gf F Relations TYOP Assign Reg Toolbar selections enable users to add new Forms add data elemen
75. o the detail view of that TVOP or the List TVOP icon which will take you to the TVOP list To assign Process Units to TVOPs you must select the desired TVOP from the list view of the TVOP Detail window Once the TVOP is selected click on the Wtout TVOP icon This will bring up the list of Process Units that are not assigned to the currently selected TVOPs To assign the current TVOP to the Process Unit click on the Assign icon This will make the assignment in the database There is no need to click on the Update icon to update this because it is done automatically To unassign Process Units to the selected TVOP click on the With TVOP icon This will bring up the list of Process Units that are currently assigned to the selected TVOP Click on the desired assignment from the list and then click on the Unassign icon This will delete the assignment From there click on either the List TVOP icon to display the list of TVOPs or the TVOP Detail icon to display the detail of the currently selected TVOP Please note that these lists that are displayed by clicking on either the With TVOP or the Without TVOP Icons are the ONLY place that the Assign and Unassign icons will perform their functions 11 7 TVOP Status optional and useful only when permit s are in work The TVOP Status window that is engaged by clicking on the Status icon is a project management tool in the TaskTrakker module that records various dates See Figure 11 5 This tool is a log
76. on For Application Figure 11 2 Once in the TVOP Detail data entry window you have several options as to how you wish to work with TVOPSs The basic functions of adding modifying and working with Comments are the same as TaskTrakker Module Page 35 in other sections Additionally other functions such as assigning Process Units to TVOPs are also available Please read the sections below concerning assignment procedures 11 3 Adding a TVOP optional From the TVOP Detail window click on the Add icon This will bring up the data entry form with a scroll bar to the right When you are finished adding data click on the Update icon which will update the record to the database Failure to click on the Update icon after editing any record will mean that the record is not added or updated to the database 11 4 Modifying an Existing TVOP optional From the TVOP Detail window click on the desired TVOP that you wish to modify from the list This will bring up the listing of that TVOP record in the data entry form See Figure 11 3 Once you have made the necessary changes click on the Update icon which will update the record in the database FA TYOP Detail Use Scroll Bar for More Data Operating Facility YC00080Q Name PDC SPECIALTY CHEMIC LUPEN dt ITU Due VAIL APU Reason For Application Initial application GOP Gas and Oil C Initial application Full Title C Administrative Amendment C Permit Addition C Renewal C R
77. on by clicking on the Template icon which will take you to the Entity Type window See Figure 12 1 The Template icon is in the drop down list under Management Plan File Equipment Hequrements Compliance Utilities Security Window Help B Bac 8 0 E ag f vc E Sources Flan Mgmt Audit History IntelliRegz Units Relations TYOP Assign Reg Permits Exit EEE EEE Spreadsheck Plan k lgmt EA Task Group Template Figure 12 1 The first type of template is the Cross Ref template which takes the whole set of Requirements for one Process Unit and copies them to another Process Unit in the same Operating Facility You select the From Process Unit the one with the desired requirements from the list and then click the To and then the Process Unit from the list the one without requirements that you want requirements copied into and all the requirements get copied when the process is updated to the database The Cross Reference template can only be used within a plant site The Entity Type template is the second type of template and copies only those requirements specific to the Process Unit and entity s that you select For example there may be certain requirements you want copied for Points but not for Control Devices Under the Entity Type template you select the entity types to which you wish to have requirements copied If a From Requirement is associated with an Operating Scenario that does not exist on the To
78. ongly recommended to operate the TaskTrakker application e Pentium or above class PC running at 900 MHz with I gig of RAM and 200 megabytes of free disk space The following platform is the minimum required to operate the TaskTrakker application e Pentium or AMD PC running at 600 MHz with 1 gig of RAM and 100 megabytes of free disk space to obtain reasonable performance The following operating systems are supported e Microsoft Windows 98 2003 2008 XP and NT all Trademarks acknowledged 1 3 Installation Instructions Directions for the installation are furnished in a separate document Installation Instructions which is provided with this operations manual TaskTrakker should always be loaded onto a local or network hard disk under the directory structure lt drive gt PDC ACM Permits The installation program creates this structure below the target installation folder chosen by the user PDC recommends the following Go Live testing methods to ascertain the status of TaskTrakker operations following deployment e The COMPASS TaskTrakker log into the main screen select a database from the drop down list of available databases view tasks under Compliance Plan management menu view task TaskTrakker Module Page I groups under the same menu and view data in the task Summary report In anticipation of testing e mail and web page functionality it is advisable to test TaskTrakker desktop functionality by
79. oring DEVICES applicable MISCELLANEC MANAN Ii Regulation fra i Monitoring DEVICES applicable MISCELLANEC NI aF JG Regulation fa Ni Monitoring DEVICES Applicable MISCELLANEC f11t 111 a 1 F liv Regulation LIESE Niv Monitoring DEVICES applicable View Detail Figure 6 4 The list of Requirements will be complete when you enter a Required Value and an Actual Value in the fields with these names The other fields cannot be edited After entering the appropriate data click on the Update icon to update the record Failure to click on the Update icon will result in the data you entered not being updated While the Requirement will still be listed the values in the Required Value and Actual Value fields will not be updated in the database You have the ability in this window to detach Requirements from the Emission Point Click the mouse on the Requirement you wish to delete from the list then click on the Delete icon This will remove this Requirement from the Emission Point although this Requirement may be attached to another entity Deleting the Requirement here will not affect the status of the Requirement relating to other entities 6 6 Adding a Comment to an Emission Point A Comment or memo may be added to a new or current Emission Point A comment would be a description of pertinent data that does not belong in a field listed on the data entry form or certain information that would
80. r to enter compliance history tracking information When compliance history is added for a task the task will drop out of the list and reappear at a later time when it is pending again e g the next day if the task frequency is daily The selection produces a report showing the compliance tasks that are overdue for the Entities that are included within the scope of the report filter This filter is defined by the user on the initial screen following selection of this icon Entities may be restricted based on Frequency Unit Responsible Staff or Entity An Add History icon is available on the secondary toolbar to enter compliance history tracking information This selection brings up a secondary toolbar for reviewing and adding new compliance history 1 e entries into the database showing that compliance tasks were completed and any information related to the task completion event This selection produces a report showing the compliance task performance records compliance history for those records that have a Status that indicates a Potential Deviation This selection produces a report showing actual and allowable air emissions for a selected year provided that the emissions data has been provided in the COMPASS EI module This selection produces a report showing a summary of the compliance tasks in the Compliance Management Plan This selection is used to identify cases where compliance tasks for the same underlying rules w
81. rk practices if they were formerly performed using paper based systems 1 Detecting and Managing Changes Made by Agencies to CPC s Applicable Rules quarterly updates provided to Regulatory Management of Change RMOC subscribers may be used to maintain regulatory text and citation numbers in TaskTrakker to match the most recently published version of CPC s applicable rules Similarly IntelliRegs updates to environmental permits such as NSR and Title V Permits following a modification or re issuance of a permit can be used to update TaskTrakker through the same import and auto generate mechanism as is sued for RMOC updates CPC s reconnaissance of federal and state rules to detect changes in the text or citation numbering of applicable regulations can be discontinued as well as manual procedures involved with processing changes that are detected to ensure that compliance tasks are current and any obsolete 1 e no longer applicable tasks are promptly removed from active task lists used by CPC staff 2 Documenting Compliance usage of TaskTrakker web pages and the process historian Bridge component will augment and in most cases replace the work processes formerly used to document compliance in CPC facilities This applies both to the documentation of task TaskTrakker Module Page 57 performance by individuals in the plant as well as the management of compliance records by supervisory personnel at multiple levels
82. rmatted TXT file and import the data into the history Task History Reports History Management performs function as below History Report This selection produces a report showing the compliance history event data for the data range that is defined by the user on the initial screen following selection of this icon The compliance history data may be modified by users Edit History Data This selection enables users to revise previously entered compliance history records Deviation This selection produces a report showing only the compliance history event data for which Status indicates a deviation condition for the data range defined by the user on the initial screen following selection of this icon Permitted Emissions This selection produces a report showing actual and permit allowable air emissions providing that this data is available for the selected year and Account in the Emission Inventory module Pending This selection produces a report showing all compliance tasks that are pending for the Entities that are included within the scope of the report filter which is defined by the user on the initial screen following selection of this icon A pending task is a task that is expected to be done within the current time frame but is not necessarily overdue at the present time An Add History icon is available on the secondary toolbar to enter compliance history tracking information When compliance history is added for a task the task w
83. s compliance tasks in your facility to demonstrate compliance with applicable rules There are several different ways in which compliance history may be entered including web based and software based approaches as explained below 14 5 1 Web based Compliance History PDC Corp distributes web programs that connect to the TaskTrakker module database and provides both task lists by person department etc and history data entry screens The program operates entirely on the server side servlet to enhance performance and ensure that processing is handled in a reliable and efficient manner Both J2EE compliant and ASP NET versions are available 14 5 2 Software based Compliance History Compliance history may be entered using the Edit History icon on the Compliance secondary TaskTrakker Module Page 52 toolbar Users have various dropdowns for selecting Tasks Dropdowns such as Business Unit Entity Type Entity Task Category etc can also be used as shown in Figure 14 9 BM ME Selection Criteria Business Unit Entity Type Entity ALL r Se arces z E SICMPU lt AM3 MFG PROCESS gt Completion Date Recorded Dati Task Categor Select Task Status Titre x mor Completed With Deviation Start Date 1170672003 End Date 12 06 2003 Entity Type Entity ID Task ID Citation Task Description Task Value Task Status Figure 14 9 The results of compliance reviews for permit allowable emissions may also
84. s option takes you to the window that lists the available installed Operating Facilities in TaskTrakker e Operating Facility This selection takes you directly to the Operating Facility Maintenance window lt Ctrl F gt e Company This selection takes you directly to the Company Detail window lt Ctrl Y gt e TVOP This selection takes you directly to the TVOP Detail window lt Ctrl V gt e Exit You should execute this function when you are ready to exit the program lt Ctrl X gt e Units This option takes you to the available process units list Users can add delete or edit process units in this option TaskTrakker Module Page 7 3 4 Equipment Menu Non Title V Permitted Equipment Only The Equipment menu allows the user to work with various types of equipment Entities such as Sources Points Control Devices and Process Units The Equipment menu has the following items See Figure 3 3 Please note that also listed is the letter which when simultaneously pressed with the lt Ctrl gt key will invoke the option as well M TaskTrakker TEXAS OPERATIONS PDCTEST File Equipment Requirements Compliance Utilities Sources E 7 Points Sending IntelliRegs Control Devices Figure 3 3 e Source This selection takes you directly to the SourceDetail Information window e Point This selection takes you directly to the Emission Points Detail window e Control Device This selection takes you directly to the
85. single activity that will be performed and for which history will be maintained For example the unit operator in a chemical plant often performs a walk through of the unit at the beginning of each shift During a typical unit walk through a variety of conditions are checked including visual auditory and olfactory inspections of equipment An assortment of housekeeping safety and operational items may be checked as well Each of these items may have been defined as compliance tasks due to the fact that a rule or permit requires that they be done However by defining a Task Group with the Unit Walk through task as Primary and all others defined as Secondary the compliance recordkeeping is substantially reduced A walk through of the unit may satisfy dozens of discrete tasks that in effect make up a portion of the standard operating procedure for a Unit walk TaskTrakker Module Page 48 through in the plant When tasks are identified in this function as secondary tasks then the Management Plan will automatically be updated to show that compliance history will not be saved for the secondary tasks and that compliance history will be saved for the primary task 14 4 1 Task Groups To access the Task Grouping functions click on the Compliance menu from the TaskTrakker main screen and then go to Task Management gt Task Grouping This opens a Task Mapping window with a Task Picklist on the left and two windows on the right Se
86. sted on the Title V Permit applications Employment description or explanation of person listed in Contact field Contact Phone Area code and local number of person listed in Contact field Page 13 Chapter 5 OPERATING FACILITY 5 1 About Operating Facilities The Operating Facility is the second tier in the TaskTrakker module hierarchy right below the Company An Operating Facility is bound to a single company but can potentially hold multiple Title V Operating Permits Process Units Points Control Devices and Emission Units An Operating Facility is a logically contiguous plant site or a section of a plant site While a single plant site may hold multiple Operating Facilities a single Operating Facility must be contained within one plant site Once an Operating Facility is defined in the TaskTrakker module it becomes the highest level of reporting TVOPs Process Units Emission Units Points and other entities are contained within but may not span across multiple Operating Facilities The Master Requirement List and standard tables for Monitoring Record Keeping Reporting Operating Scenarios and Equipment Standards do span across Operating Facilities 5 2 Selecting an Operating Facility Upon entering the TaskTrakker module after signing on a window entitled Operating Facility List allows you to select the desired Operating Facility There will be no interaction with the system unless an Operating Facility is chosen at that time
87. t may be added to a new or current Control Device To add a comment record on a new Control Device click on the Comment icon during data entry on the new Device record When you are finished entering the Comment record click on the OK button to save the data entered To add or modify a comment on an existing Control Device click on the desired Control Device in the Control Device Detail window Then click on the Comment icon on the data entry form Click on the OK button to save the data entered 8 7 Field Listing Control Device I D Key field in database Uniquely identifies the Control Device record If this Control Device is included in the emission inventory for this Operating Facility the CIN should be used here Device Name Name Control Device at plant location Device Type Code Pull down listing of specific description of type of abatement equipment installed Device Type Description Identifier used to describe a particular piece of abatement equipment inside the plant Facility Designation amp Sequence No Are optional fields for the on this screen Grandfathered Tells user whether the device is permitted or not Shutdown Choose Yes or No Yes indicates that the Control Device is non operating due to shutdown property transfer demolition or other reason No means that it is active TaskTrakker Module Page 27 Chapter 9 PROCESS UNITS 9 1 About Process Units Non Title V Permitted Process Units Only Like Sources
88. that there is no drag and drop or cut and paste features within the Comment window 6 7 Field Listing Point ID Key field in Point database Uniquely identifies the Emission Points record Description Name or description of the Emission Point for this record Facility Designation This is optional field on this screen Stack Height Height of the emission point Effluent Flow Rate Effluent flow rate off of the emission point Discharge VOC s Tells user whether the emission point discharges VOC s or not UTM Zone Universal Transverse Mercator Zone Number East Meter Primary plant benchmark east coordinate North Meter Primary plant benchmark north coordinate Point Type Pull down list of various types of emission points Click on the appropriate type Shutdown Enter Y or N Yes or No to determine whether Point has been indicated as shutdown to the agency A Yes means the Point is shutdown TaskTrakker Module Page 20 Chapter 7 SOURCES 7 1 About Sources Non Title V Permitted Sources Only Sources are the equipment and activities that generate emissions To begin working with the Sources be sure that an Operating Facility has been selected If no Operating Facility has been selected you will not be able to navigate elsewhere in the TaskTrakker module Once the Operating Facility has been selected you may select a Source by clicking on the Sources icon See Figure 7 1 This will bring up the Source Detail Information
89. ts 1 e generic tasks to Forms and perform other maintenance activities as shown in Figure 14 2 TaskTrakker Database LYONDELL CITGO REFINING HGO048L File Sources Forms hlgmt vr Pending IntelliRegs EE Units Relations TYOP Assign Reg Permits Template EES Edit Form Build Edit Compliance Management Forms Add Form F Gel Farm Add tem P ta Del Item 9 BB F Update Forms Apt Exit Figure 14 2 14 3 Compliance Management Plan The next icon to the right from the Forms icon is the Management icon which enables users to view currently assigned compliance tasks and modify the task attribute information such as Frequency or TaskTrakker Module Page 47 Responsible Staff Figure 14 3 shows a typical Compliance Management Maintenance display screen Ez 9 amp lt cP d F z a amp AddHistery Update Frink Favohz Prior Nsxt Copy FindTask Decl Entity Del Unit DslTask Inzert Task Exit A Compliance Management Maintenance Selection Criteria Business Unit Entity Typ Task Category T Show Spreadsheet ALL ALL 3 30CMPL EE x fal Types v 5 Show Primaries Only Taskf1 ofl 9 Total Task10 5185 Primary Task f5185 Multiple Notifier Checks _ BubpartsAandKb Citation i8251m 011 5C0 Segl ls This a Checklist tem omply with all applicable requirements of 49 CFR 60 Subparts A and Kb Frequen Quarterl
90. tting and Reporting for this particular Operating Facility Description of duties of Person listed in Facility Rep Name field Direct area code and business telephone number of person listed in Facility Rep Name field code and telephone number Direct area of fax machine of person listed Page 16 Chapter 6 EMISSION POINTS 6 1 About Emission Points Non Title V Permitted Emission Points Only To select a Point to work with be sure that you have selected an Operating Facility If no Operating Facility has been selected you will not be able to navigate into the TaskTrakker module To select a point click on the Point icon or go to Equipment menu and select Points This will bring up the Emission Points Detail window See Figure 6 1 Contained in this window is a current listing of Emission Points if any have been entered If no Points have been previously entered into the TaskTrakker module for the selected Operating Facility a message in the middle of the Emission Points Detail window will say There Are No Points Assigned to this Facility You will need to enter an Emission Point to continue If Emission Points are resident in the system a list of current Points assigned to the selected Operating Facility will be seen below the Select Emission Point from List subtitle bar 2 4 2 4 D Print List Add Delete Update Comment tegmts Save As Close BA Emission Points Detail SearchPointID L I Select Emission Point from List
91. u are adding a record to the database then this is usually the very first field in the form and it is blank If a user is modifying a record then the key field is often not editable and is therefore not highlighted In that case the cursor or highlight is located on the initial field you can edit Use the Tab key to move forward to the next field or position the mouse on the field to be modified From there the Tab key takes you forward to the next field and the lt Shift gt Tab key combination takes you backward Clicking on a desired field with the mouse moves the cursor to that field as well Whether you use the Tab key or position the mouse it makes no difference in editing Key fields generally cannot be modified In fields that cannot be modified in TaskTrakker you will not be able to access these fields on the data entry dialog boxes The Tab key will bypass fields that may not be modified Positioning the mouse and clicking the left button on these fields will also do nothing It is important for you to keep this in mind when inputting and modifying data TaskTrakker Module Page 4 2 5 TaskTrakker Reports TaskTrakker includes several reports that can assist users to quality assure their compliance requirements and associated information in the system The listing of these reports is on the File Analytical Reports menu Requirements Reports menu and Compliance Reports and Management Reports menus where you can select any or all
92. u click on the Help menu item a dialog box will appear with selections for using the Help features of the system Users can search for a specific topic of interest using the Index or review subject areas Users may also review the version number of TaskTrakker 1 5 Getting Started with TaskTrakker The installation routine will automatically create Open DataBase Connectivity ODBC connections path adjustments and a COMPASS folder with an icon for TaskTrakker Certain databases such as Oracle may be utilized through a driver other than ODBC From the Start menu on the Taskbar point to Programs COMPASS then click on the TaskTrakker icon to directly access the TaskTrakker main screen 1 6 Logging onto TaskTrakker When you click on the TaskTrakker icon in the COMPASS folder a logon window entitled TaskTrakker Login will appear If you are using an Oracle database enter your User ID and Password Select Oracle from the selection list and then click OK This setting should also be used for Adaptive Server Your selection will be recalled by the system when you run TaskTrakker the next TaskTrakker Module Page 2 time 1 7 Technical Support of TaskTrakker Technical Support of the system is provided by PDC Corp Please be aware that support technicians will be handling many users so you can help them by doing the following e Careful reading of printed and on line documentation of the System Please carefully read this docum
93. user supplied data file Otherwise applicability may be entered into the COMPASS directly The use of applicability templates in the COMPASS can speed up this process significantly and at the same time assist users to standardize their baseline information After establishing the applicability of regulatory citations permit provisions and any other rules to all Entities in the facility by operating scenario if necessary users are ready to create a master plan to define compliance verification procedures and schedules In the TaskTrakker module this master plan is referred to as the Compliance Management Plan or CMP This plan contains all of the tasks that must be performed as well as the names or job descriptions of responsible staff standard methods to be followed and the required frequency for completing all tasks task attributes Several different approaches may be used to develop the CMP in the TaskTrakker module IntelliRegs from PDC Corp offers an efficient and standardized methodology for creating a CMP and enables direct update when rules are amended by the regulatory agencies for management of change The full text of applicable rules can be used to define tasks and task attributes in IntelliRegs and convenient drop down lists of previously defined attributes such as method and data retention time help standardize all aspects of compliance task definition These generic task lists and task attributes can be uploaded int
94. y Task Type Monte vi Task Categor Titev l x Data Reposito TaskTrakker Module File Rf Monitoring mel Limit 1 Operator Blank Unit of Measure Limit 2 Operator Limit 2 Business Unit AH223 Start Date 03 26 2001 End Date 00 00 0000 Responsible artment Active Task i Yes Ho Lead Time days Responsible Person Unit Supervisor r Is Overdue Alw 4 Deviation Yes Ho When Romi ed Hours Task periodic OR Hours D Link To External Data Calculation Basis i Planned Method Planned Materials omply with all applicable requirements of 49 CFR 60 Subparts In Accordance with Standard Operating Procedures nd Kb Comments Figure 14 3 14 4 Task Groups for Streamlining Compliance Recordkeeping Compliance history will be collected for numerous compliance tasks in your facility to demonstrate compliance with applicable rules and to identify potential areas of non compliance for deviation reporting In a large facility this recordkeeping and the processing of data that is required will be likely to create a substantial burden on both manpower and computing resources Hence it is advisable to keep the actual number of tasks for which history will be maintained as small as possible without compromising the overall goal of certifying compliance In the TaskTrakker module this goal is met by task grouping a function in which multiple compliance tasks for an Entity are aligned with a
95. y move more than one task at a time by holding down the CTRL key and then selecting all the tasks you wish to move To assign a secondary task to a TaskTrakker Module Page 49 primary task make sure the correct primary task is highlighted in the upper window Select the task you want to assign as a secondary from the Task Picklist Click the right arrow gt next to the bottom Secondary Tasks window to move the task When assigning secondary tasks it is helpful to look at the Rule number of the tasks to determine which tasks belong to the same citation group You may assign as many secondary tasks as you wish to a primary task but you must click the Refresh button to save the data before selecting another primary task Once you have saved the primary and secondary tasks will again be displayed in the Task Picklist window with the Primary Task highlighted in yellow and the Secondary Task highlighted in turquoise to show that it has been assigned The primary task number will be displayed in the Primary Task column allowing you to see which tasks have been assigned as secondary tasks You may unassign tasks by highlighting them and clicking on the left arrow lt next to the window but you must save again after this step If you try to close the Task Mapping window without saving you will be asked if you want to save the changes you made The Report icon provides a report showing primary tasks and the secondary tasks assigned to each primary

The COMPASS User`s Manual - Process Data Control Corp.

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