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ORBIT ORBIT

Completions Management Software Completions Management Software

ORBIT ORBIT
Completions Management Software Completions Management Software

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1 INTRODUCTION 2 6 SUPPORT 21 1 INTRODUCTION 2 6 SUPPORT 21
2 OCCMS Ltd: Company Information 4 Introduction to Support 22 2 OCCMS Ltd: Company Information 4 Introduction to Support 22
3 ORBIT KEY FUNCTIONALITY 5 7 PROVISION OF TRAINED PERSONNEL 23 3 ORBIT KEY FUNCTIONALITY 5 7 PROVISION OF TRAINED PERSONNEL 23
3.1 Orbit project information 6 Introduction to Provision of Trained Personnel 24 3.1 Orbit project information 6 Introduction to Provision of Trained Personnel 24
3.2 Orbit tag information and checksheet population 6 8 OCCMS Offices and Contact Details 25 3.2 Orbit tag information and checksheet population 6 8 OCCMS Offices and Contact Details 25
3.3 Checksheet library 7 UK Support Office 26 3.3 Checksheet library 7 UK Support Office 26
3.4 Checksheet management 7 Aberdeen Support Office 26 3.4 Checksheet management 7 Aberdeen Support Office 26
3.5 Checksheet scanning module 8 Inverness Orion HQ 26 3.5 Checksheet scanning module 8 Inverness Orion HQ 26
3.6 Punchlist, technical, and site queries 9 Houston, USA 26 3.6 Punchlist, technical, and site queries 9 Houston, USA 26
3.7 Orbit certification 9 Perth, Australia 26 3.7 Orbit certification 9 Perth, Australia 26
3.8 Orbit dynamic commissioning procedure 10 Singapore 26 3.8 Orbit dynamic commissioning procedure 10 Singapore 26
preparation and reporting Meet some of our team 27 preparation and reporting Meet some of our team 27
3.9 Orbit document register 10 Website & Social Networking links 27 3.9 Orbit document register 10 Website & Social Networking links 27
3.10 Orbit imports and population 10 3.10 Orbit imports and population 10
3.11 Orbit MoC 11 3.11 Orbit MoC 11
3.12 Reporting 11 3.12 Reporting 11
3.13 Orbit dashboard 12 3.13 Orbit dashboard 12
3.14 Preservation 13 3.14 Preservation 13
3.15 Engineering data 13 3.15 Engineering data 13
3.16 Hazardous area equipment 13 3.16 Hazardous area equipment 13
3.17 Security 13 3.17 Security 13
3.18 Interfacing and data import/export 14 3.18 Interfacing and data import/export 14
3.19 Job Cards 14 3.19 Job Cards 14
3.20 Risk 14 3.20 Risk 14
4 ORBIT DEPLOYMENT 15 4 ORBIT DEPLOYMENT 15
4.1 Orbit versions 16 4.1 Orbit versions 16
5 ORBIT TRAINING 18 5 ORBIT TRAINING 18
5.1 Training 19 5.1 Training 19
5.2 ‘Train the trainer’ 20 5.2 ‘Train the trainer’ 20

1 INTRODUCTION 2 6 SUPPORT 21 1 INTRODUCTION 2 6 SUPPORT 21


2 OCCMS Ltd: Company Information 4 Introduction to Support 22 2 OCCMS Ltd: Company Information 4 Introduction to Support 22
3 ORBIT KEY FUNCTIONALITY 5 7 PROVISION OF TRAINED PERSONNEL 23 3 ORBIT KEY FUNCTIONALITY 5 7 PROVISION OF TRAINED PERSONNEL 23
3.1 Orbit project information 6 Introduction to Provision of Trained Personnel 24 3.1 Orbit project information 6 Introduction to Provision of Trained Personnel 24
3.2 Orbit tag information and checksheet population 6 8 OCCMS Offices and Contact Details 25 3.2 Orbit tag information and checksheet population 6 8 OCCMS Offices and Contact Details 25
3.3 Checksheet library 7 UK Support Office 26 3.3 Checksheet library 7 UK Support Office 26
3.4 Checksheet management 7 Aberdeen Support Office 26 3.4 Checksheet management 7 Aberdeen Support Office 26
3.5 Checksheet scanning module 8 Inverness Orion HQ 26 3.5 Checksheet scanning module 8 Inverness Orion HQ 26
3.6 Punchlist, technical, and site queries 9 Houston, USA 26 3.6 Punchlist, technical, and site queries 9 Houston, USA 26
3.7 Orbit certification 9 Perth, Australia 26 3.7 Orbit certification 9 Perth, Australia 26
3.8 Orbit dynamic commissioning procedure 10 Singapore 26 3.8 Orbit dynamic commissioning procedure 10 Singapore 26
preparation and reporting Meet some of our team 27 preparation and reporting Meet some of our team 27
3.9 Orbit document register 10 Website & Social Networking links 27 3.9 Orbit document register 10 Website & Social Networking links 27
3.10 Orbit imports and population 10 3.10 Orbit imports and population 10
3.11 Orbit MoC 11 3.11 Orbit MoC 11
3.12 Reporting 11 3.12 Reporting 11
3.13 Orbit dashboard 12 3.13 Orbit dashboard 12
3.14 Preservation 13 3.14 Preservation 13
3.15 Engineering data 13 3.15 Engineering data 13
3.16 Hazardous area equipment 13 3.16 Hazardous area equipment 13
3.17 Security 13 3.17 Security 13
3.18 Interfacing and data import/export 14 3.18 Interfacing and data import/export 14
3.19 Job Cards 14 3.19 Job Cards 14
3.20 Risk 14 3.20 Risk 14
4 ORBIT DEPLOYMENT 15 4 ORBIT DEPLOYMENT 15
4.1 Orbit versions 16 4.1 Orbit versions 16
5 ORBIT TRAINING 18 5 ORBIT TRAINING 18
5.1 Training 19 5.1 Training 19
5.2 ‘Train the trainer’ 20 5.2 ‘Train the trainer’ 20

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INTRODUCTION
1 INTRODUCTION
1

INTRODUCTION
1 INTRODUCTION
1

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1 INTRODUCTION 1 INTRODUCTION

In today’s modern project execution environment, cost, time, and resources face the most stringent of demands. There is also an increasing need In today’s modern project execution environment, cost, time, and resources face the most stringent of demands. There is also an increasing need
for visibility, transparency, accuracy, and, above all else, accountability. The cost, time, and effort required to successfully implement a project for visibility, transparency, accuracy, and, above all else, accountability. The cost, time, and effort required to successfully implement a project
management system such as Orbit will be far outweighed by the benefits gained in terms of overall management and project control. management system such as Orbit will be far outweighed by the benefits gained in terms of overall management and project control.
Project management effectiveness and the need to ‘perform to plan’ has led to the requirement to make the most of modern technology and to Project management effectiveness and the need to ‘perform to plan’ has led to the requirement to make the most of modern technology and to
develop tools and systems which support delivery and guarantee product integrity to the eventual asset owner and/or operator. Orbit is such a tool. develop tools and systems which support delivery and guarantee product integrity to the eventual asset owner and/or operator. Orbit is such a tool.
Orbit is capable of working in any environment to support the business function of project completion. It will provide an accurate overview to Orbit is capable of working in any environment to support the business function of project completion. It will provide an accurate overview to
management in regard to a timely and cost-effective delivery of the project. management in regard to a timely and cost-effective delivery of the project.
Orbit can meet the client’s specifications and support their strategy, and where necessary the contract, throughout construction, pre-commissioning, Orbit can meet the client’s specifications and support their strategy, and where necessary the contract, throughout construction, pre-commissioning,
static and dynamic commissioning, start-up, performance testing, and finally handover, acceptance, and project close-out. static and dynamic commissioning, start-up, performance testing, and finally handover, acceptance, and project close-out.
Orbit provides traceability and an auditable compliance and integrity path upon demand and at any time throughout all of the project phases, from Orbit provides traceability and an auditable compliance and integrity path upon demand and at any time throughout all of the project phases, from
start to finish. start to finish.
Orbit is a structured control tool with three primary functions: an electronic warehouse for the storage of data; a system for monitoring task Orbit is a structured control tool with three primary functions: an electronic warehouse for the storage of data; a system for monitoring task
accomplishment; and a means of reporting the completion status of an item, equipment, system, plant, and, ultimately, a project. Orbit will clearly accomplishment; and a means of reporting the completion status of an item, equipment, system, plant, and, ultimately, a project. Orbit will clearly
define completion and commissioning requirements and retain a focus on priorities and targets through all phases of a project, irrespective of size define completion and commissioning requirements and retain a focus on priorities and targets through all phases of a project, irrespective of size
and complexity. Upon demand, Orbit is capable of delivering auditable records and the precise traceability of every static check and dynamic test. and complexity. Upon demand, Orbit is capable of delivering auditable records and the precise traceability of every static check and dynamic test.

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1 INTRODUCTION 1 INTRODUCTION

In today’s modern project execution environment, cost, time, and resources face the most stringent of demands. There is also an increasing need In today’s modern project execution environment, cost, time, and resources face the most stringent of demands. There is also an increasing need
for visibility, transparency, accuracy, and, above all else, accountability. The cost, time, and effort required to successfully implement a project for visibility, transparency, accuracy, and, above all else, accountability. The cost, time, and effort required to successfully implement a project
management system such as Orbit will be far outweighed by the benefits gained in terms of overall management and project control. management system such as Orbit will be far outweighed by the benefits gained in terms of overall management and project control.
Project management effectiveness and the need to ‘perform to plan’ has led to the requirement to make the most of modern technology and to Project management effectiveness and the need to ‘perform to plan’ has led to the requirement to make the most of modern technology and to
develop tools and systems which support delivery and guarantee product integrity to the eventual asset owner and/or operator. Orbit is such a tool. develop tools and systems which support delivery and guarantee product integrity to the eventual asset owner and/or operator. Orbit is such a tool.
Orbit is capable of working in any environment to support the business function of project completion. It will provide an accurate overview to Orbit is capable of working in any environment to support the business function of project completion. It will provide an accurate overview to
management in regard to a timely and cost-effective delivery of the project. management in regard to a timely and cost-effective delivery of the project.
Orbit can meet the client’s specifications and support their strategy, and where necessary the contract, throughout construction, pre-commissioning, Orbit can meet the client’s specifications and support their strategy, and where necessary the contract, throughout construction, pre-commissioning,
static and dynamic commissioning, start-up, performance testing, and finally handover, acceptance, and project close-out. static and dynamic commissioning, start-up, performance testing, and finally handover, acceptance, and project close-out.
Orbit provides traceability and an auditable compliance and integrity path upon demand and at any time throughout all of the project phases, from Orbit provides traceability and an auditable compliance and integrity path upon demand and at any time throughout all of the project phases, from
start to finish. start to finish.
Orbit is a structured control tool with three primary functions: an electronic warehouse for the storage of data; a system for monitoring task Orbit is a structured control tool with three primary functions: an electronic warehouse for the storage of data; a system for monitoring task
accomplishment; and a means of reporting the completion status of an item, equipment, system, plant, and, ultimately, a project. Orbit will clearly accomplishment; and a means of reporting the completion status of an item, equipment, system, plant, and, ultimately, a project. Orbit will clearly
define completion and commissioning requirements and retain a focus on priorities and targets through all phases of a project, irrespective of size define completion and commissioning requirements and retain a focus on priorities and targets through all phases of a project, irrespective of size
and complexity. Upon demand, Orbit is capable of delivering auditable records and the precise traceability of every static check and dynamic test. and complexity. Upon demand, Orbit is capable of delivering auditable records and the precise traceability of every static check and dynamic test.

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OCCMS Ltd: COMPANY INFORMATION
2 OCCMS Ltd: COMPANY INFORMATION
2

OCCMS Ltd: COMPANY INFORMATION


2 OCCMS Ltd: COMPANY INFORMATION
2

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2 OCCMS Ltd: COMPANY INFORMATION 2 OCCMS Ltd: COMPANY INFORMATION

OCCMS Ltd was formed in 2007 to provide industry leading commissioning and completion services and products, drawing on over OCCMS Ltd was formed in 2007 to provide industry leading commissioning and completion services and products, drawing on over
30 years of experience of major projects developed worldwide. 30 years of experience of major projects developed worldwide.
In addition to our Orbit software product, we have created and produced a commissioning system which is capable of working in any environment. In addition to our Orbit software product, we have created and produced a commissioning system which is capable of working in any environment.
This system supports the business function of project completion and commissioning and provides precise control and an overview to management This system supports the business function of project completion and commissioning and provides precise control and an overview to management
in regard to the timely and cost-effective delivery of a project. The system is made-up of modules pre-populated with templates or control tools in regard to the timely and cost-effective delivery of a project. The system is made-up of modules pre-populated with templates or control tools
specific to applications commonly used in completions and commissioning documentation, such as procedures, processes, spreadsheets, and specific to applications commonly used in completions and commissioning documentation, such as procedures, processes, spreadsheets, and
flowcharts. Our experienced staff can customise our systems to the client’s requirement or provide clients without formal commissioning systems flowcharts. Our experienced staff can customise our systems to the client’s requirement or provide clients without formal commissioning systems
with a full service package ready for deployment into their project. with a full service package ready for deployment into their project.
OCCMS also maintain a database of commissioning personnel available worldwide to assist clients with personnel requirements bespoke to OCCMS also maintain a database of commissioning personnel available worldwide to assist clients with personnel requirements bespoke to
every project. every project.
We currently have operational offices in Aberdeen, Scotland, and Newcastle-upon-Tyne, England; project support offices are located in Perth, We currently have operational offices in Aberdeen, Scotland, and Newcastle-upon-Tyne, England; project support offices are located in Perth,
Australia, Singapore and Houston, USA. Australia, Singapore and Houston, USA.
Our Aberdeen office operates as our IT development and support centre for our work on the Orbit CMS. We maintain a dedicated development team Our Aberdeen office operates as our IT development and support centre for our work on the Orbit CMS. We maintain a dedicated development team
who are responsible for customising Orbit to our clients’ requirements while working on innovative products, including iOS versions of Orbit. who are responsible for customising Orbit to our clients’ requirements while working on innovative products, including iOS versions of Orbit.
Our products and services have been successfully deployed on several large projects. Current clients include, Our products and services have been successfully deployed on several large projects. Current clients include,
• Anadarko • Jacobs • Anadarko • Jacobs
• Fluor • AWE • Fluor • AWE
• Talisman • Amec • Talisman • Amec
• Imperial Oil • Syncrude • Imperial Oil • Syncrude
• Urenco • Rio Tinto • Urenco • Rio Tinto
• Synopec / Addax Petroleum • Worley Parsons • Synopec / Addax Petroleum • Worley Parsons
In 2008, we became the first company in the project management industry to be awarded ISO9001:2008 accreditation, a management standard In 2008, we became the first company in the project management industry to be awarded ISO9001:2008 accreditation, a management standard
recognised in 170 countries, by the British Standards Institution, for completions and commissioning services. recognised in 170 countries, by the British Standards Institution, for completions and commissioning services.

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2 OCCMS Ltd: COMPANY INFORMATION 2 OCCMS Ltd: COMPANY INFORMATION

OCCMS Ltd was formed in 2007 to provide industry leading commissioning and completion services and products, drawing on over OCCMS Ltd was formed in 2007 to provide industry leading commissioning and completion services and products, drawing on over
30 years of experience of major projects developed worldwide. 30 years of experience of major projects developed worldwide.
In addition to our Orbit software product, we have created and produced a commissioning system which is capable of working in any environment. In addition to our Orbit software product, we have created and produced a commissioning system which is capable of working in any environment.
This system supports the business function of project completion and commissioning and provides precise control and an overview to management This system supports the business function of project completion and commissioning and provides precise control and an overview to management
in regard to the timely and cost-effective delivery of a project. The system is made-up of modules pre-populated with templates or control tools in regard to the timely and cost-effective delivery of a project. The system is made-up of modules pre-populated with templates or control tools
specific to applications commonly used in completions and commissioning documentation, such as procedures, processes, spreadsheets, and specific to applications commonly used in completions and commissioning documentation, such as procedures, processes, spreadsheets, and
flowcharts. Our experienced staff can customise our systems to the client’s requirement or provide clients without formal commissioning systems flowcharts. Our experienced staff can customise our systems to the client’s requirement or provide clients without formal commissioning systems
with a full service package ready for deployment into their project. with a full service package ready for deployment into their project.
OCCMS also maintain a database of commissioning personnel available worldwide to assist clients with personnel requirements bespoke to OCCMS also maintain a database of commissioning personnel available worldwide to assist clients with personnel requirements bespoke to
every project. every project.
We currently have operational offices in Aberdeen, Scotland, and Newcastle-upon-Tyne, England; project support offices are located in Perth, We currently have operational offices in Aberdeen, Scotland, and Newcastle-upon-Tyne, England; project support offices are located in Perth,
Australia, Singapore and Houston, USA. Australia, Singapore and Houston, USA.
Our Aberdeen office operates as our IT development and support centre for our work on the Orbit CMS. We maintain a dedicated development team Our Aberdeen office operates as our IT development and support centre for our work on the Orbit CMS. We maintain a dedicated development team
who are responsible for customising Orbit to our clients’ requirements while working on innovative products, including iOS versions of Orbit. who are responsible for customising Orbit to our clients’ requirements while working on innovative products, including iOS versions of Orbit.
Our products and services have been successfully deployed on several large projects. Current clients include, Our products and services have been successfully deployed on several large projects. Current clients include,
• Anadarko • Jacobs • Anadarko • Jacobs
• Fluor • AWE • Fluor • AWE
• Talisman • Amec • Talisman • Amec
• Imperial Oil • Syncrude • Imperial Oil • Syncrude
• Urenco • Rio Tinto • Urenco • Rio Tinto
• Synopec / Addax Petroleum • Worley Parsons • Synopec / Addax Petroleum • Worley Parsons
In 2008, we became the first company in the project management industry to be awarded ISO9001:2008 accreditation, a management standard In 2008, we became the first company in the project management industry to be awarded ISO9001:2008 accreditation, a management standard
recognised in 170 countries, by the British Standards Institution, for completions and commissioning services. recognised in 170 countries, by the British Standards Institution, for completions and commissioning services.

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ASSURANCE AND VERIFICATION
3 ASSURANCE AND VERIFICATION
3

ASSURANCE AND VERIFICATION


3 ASSURANCE AND VERIFICATION
3

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3 ASSURANCE AND VERIFICATION 3 ASSURANCE AND VERIFICATION

3.1 ORBIT PROJECT INFORMATION 3.1 ORBIT PROJECT INFORMATION


Project information is captured and held within a dedicated module within Orbit for fast and simple reference. The project information within Orbit is Project information is captured and held within a dedicated module within Orbit for fast and simple reference. The project information within Orbit is
organised into a multi-tier system, comprising: organised into a multi-tier system, comprising:
Projects - as the top level item. Projects - as the top level item.
Locations - multiple project locations can be imported and represented within Orbit. Locations - multiple project locations can be imported and represented within Orbit.
Areas and buildings - all areas, both hazardous and non-hazardous, are listed and made available for reference. In addition, Orbit is aware of tag Areas and buildings - all areas, both hazardous and non-hazardous, are listed and made available for reference. In addition, Orbit is aware of tag
items which reside within hazardous areas and will highlight any missing information required for these tag items. items which reside within hazardous areas and will highlight any missing information required for these tag items.
Systems and sub-systems - systems and sub-systems are stored and represented as tiered items within Orbit. Each tag within Orbit is assigned a Systems and sub-systems - systems and sub-systems are stored and represented as tiered items within Orbit. Each tag within Orbit is assigned a
system and a sub-system. system and a sub-system.
Types and sub-types - all tags within Orbit can be assigned a type and a subsidiary sub-type, allowing the client to quickly search and report on Types and sub-types - all tags within Orbit can be assigned a type and a subsidiary sub-type, allowing the client to quickly search and report on
the status of particular types of equipment. the status of particular types of equipment.
Project drawings - Orbit provides a managed documentation library for project drawings and documentation. Systems, sub-systems, and tags can Project drawings - Orbit provides a managed documentation library for project drawings and documentation. Systems, sub-systems, and tags can
explicitly reference any drawing within the repository, allowing users to review drawings in which the item is located. explicitly reference any drawing within the repository, allowing users to review drawings in which the item is located.

3.2 ORBIT TAG INFORMATION AND CHECKSHEET POPULATION 3.2 ORBIT TAG INFORMATION AND CHECKSHEET POPULATION
Orbit stores complete and concise information for each tag item within the database, including: Orbit stores complete and concise information for each tag item within the database, including:
• Tag reference • Tag description • Tag reference • Tag description
• Project, unit, system and sub-system • Location and area • Project, unit, system and sub-system • Location and area
• The type and sub-type of the equipment • Tag discipline • The type and sub-type of the equipment • Tag discipline
• From/to information • PO Number • From/to information • PO Number
• Commodity Code • Manufacturer details, including serial number and model number • Commodity Code • Manufacturer details, including serial number and model number
• Hazardous area IP ratings, Atex codes and protection types • Preservation information, including a look up to the standard • Hazardous area IP ratings, Atex codes and protection types • Preservation information, including a look up to the standard
preservation cycle for an equipment type preservation cycle for an equipment type
The tag database can be searched by location, area, unit, system and sub-system, tag type and tag number. The tag database can be searched by location, area, unit, system and sub-system, tag type and tag number.
Tags are assigned to systems and sub-systems prior to data population and imported or manually assigned during verification. Tags are assigned to systems and sub-systems prior to data population and imported or manually assigned during verification.
Software tags and non-physical devices which utilise the same tag arrangements as standard equipment management can be imported and Software tags and non-physical devices which utilise the same tag arrangements as standard equipment management can be imported and
associated with any loop within Orbit. This provides a simple and powerful method of storing, and interacting with non-physical items. associated with any loop within Orbit. This provides a simple and powerful method of storing, and interacting with non-physical items.
Checksheets related to the tag are populated and created automatically based on the tag type and sub-type during data import or manual entry. Checksheets related to the tag are populated and created automatically based on the tag type and sub-type during data import or manual entry.
Additional checksheets can be manually added for any given tag, or for entire types and sub-types. Additional checksheets can be manually added for any given tag, or for entire types and sub-types.
All checksheets have a unique identifier that relates it to a specific tag within the Orbit system. All checksheets have a unique identifier that relates it to a specific tag within the Orbit system.
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3 ASSURANCE AND VERIFICATION 3 ASSURANCE AND VERIFICATION

3.1 ORBIT PROJECT INFORMATION 3.1 ORBIT PROJECT INFORMATION


Project information is captured and held within a dedicated module within Orbit for fast and simple reference. The project information within Orbit is Project information is captured and held within a dedicated module within Orbit for fast and simple reference. The project information within Orbit is
organised into a multi-tier system, comprising: organised into a multi-tier system, comprising:
Projects - as the top level item. Projects - as the top level item.
Locations - multiple project locations can be imported and represented within Orbit. Locations - multiple project locations can be imported and represented within Orbit.
Areas and buildings - all areas, both hazardous and non-hazardous, are listed and made available for reference. In addition, Orbit is aware of tag Areas and buildings - all areas, both hazardous and non-hazardous, are listed and made available for reference. In addition, Orbit is aware of tag
items which reside within hazardous areas and will highlight any missing information required for these tag items. items which reside within hazardous areas and will highlight any missing information required for these tag items.
Systems and sub-systems - systems and sub-systems are stored and represented as tiered items within Orbit. Each tag within Orbit is assigned a Systems and sub-systems - systems and sub-systems are stored and represented as tiered items within Orbit. Each tag within Orbit is assigned a
system and a sub-system. system and a sub-system.
Types and sub-types - all tags within Orbit can be assigned a type and a subsidiary sub-type, allowing the client to quickly search and report on Types and sub-types - all tags within Orbit can be assigned a type and a subsidiary sub-type, allowing the client to quickly search and report on
the status of particular types of equipment. the status of particular types of equipment.
Project drawings - Orbit provides a managed documentation library for project drawings and documentation. Systems, sub-systems, and tags can Project drawings - Orbit provides a managed documentation library for project drawings and documentation. Systems, sub-systems, and tags can
explicitly reference any drawing within the repository, allowing users to review drawings in which the item is located. explicitly reference any drawing within the repository, allowing users to review drawings in which the item is located.

3.2 ORBIT TAG INFORMATION AND CHECKSHEET POPULATION 3.2 ORBIT TAG INFORMATION AND CHECKSHEET POPULATION
Orbit stores complete and concise information for each tag item within the database, including: Orbit stores complete and concise information for each tag item within the database, including:
• Tag reference • Tag description • Tag reference • Tag description
• Project, unit, system and sub-system • Location and area • Project, unit, system and sub-system • Location and area
• The type and sub-type of the equipment • Tag discipline • The type and sub-type of the equipment • Tag discipline
• From/to information • PO Number • From/to information • PO Number
• Commodity Code • Manufacturer details, including serial number and model number • Commodity Code • Manufacturer details, including serial number and model number
• Hazardous area IP ratings, Atex codes and protection types • Preservation information, including a look up to the standard • Hazardous area IP ratings, Atex codes and protection types • Preservation information, including a look up to the standard
preservation cycle for an equipment type preservation cycle for an equipment type
The tag database can be searched by location, area, unit, system and sub-system, tag type and tag number. The tag database can be searched by location, area, unit, system and sub-system, tag type and tag number.
Tags are assigned to systems and sub-systems prior to data population and imported or manually assigned during verification. Tags are assigned to systems and sub-systems prior to data population and imported or manually assigned during verification.
Software tags and non-physical devices which utilise the same tag arrangements as standard equipment management can be imported and Software tags and non-physical devices which utilise the same tag arrangements as standard equipment management can be imported and
associated with any loop within Orbit. This provides a simple and powerful method of storing, and interacting with non-physical items. associated with any loop within Orbit. This provides a simple and powerful method of storing, and interacting with non-physical items.
Checksheets related to the tag are populated and created automatically based on the tag type and sub-type during data import or manual entry. Checksheets related to the tag are populated and created automatically based on the tag type and sub-type during data import or manual entry.
Additional checksheets can be manually added for any given tag, or for entire types and sub-types. Additional checksheets can be manually added for any given tag, or for entire types and sub-types.
All checksheets have a unique identifier that relates it to a specific tag within the Orbit system. All checksheets have a unique identifier that relates it to a specific tag within the Orbit system.
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3 ASSURANCE AND VERIFICATION 3 ASSURANCE AND VERIFICATION

3.3 CHECKSHEET LIBRARY 3.3 CHECKSHEET LIBRARY


Orbit can be provided with a full suite of A & B checksheets covering most standard equipment types. These checksheets will be provided in Word Orbit can be provided with a full suite of A & B checksheets covering most standard equipment types. These checksheets will be provided in Word
format, associated with tag-item types and sub-types and uploaded into the Orbit document library for review and acceptance prior to data import. format, associated with tag-item types and sub-types and uploaded into the Orbit document library for review and acceptance prior to data import.
The Orbit checksheet library has been compiled based on our extensive experience within the field of completions and commissioning management The Orbit checksheet library has been compiled based on our extensive experience within the field of completions and commissioning management
and is fully integrated into the Orbit product. and is fully integrated into the Orbit product.
A full list of supplied checksheets is available on request. A full list of supplied checksheets is available on request.
FAT (C) checksheets FAT (C) checksheets
Orbit endorses the use of FAT (C) checksheets used solely during factory acceptance testing and transferred into Orbit on site prior to the Orbit endorses the use of FAT (C) checksheets used solely during factory acceptance testing and transferred into Orbit on site prior to the
completions’ phase. completions’ phase.

3.4 CHECKSHEET MANAGEMENT 3.4 CHECKSHEET MANAGEMENT


Orbit offers a choice of checksheet management styles. Orbit offers a choice of checksheet management styles.
Paper (conventional) Paper (conventional)
Orbit offers a barcode readable suite of standard MC and PC checksheets (A & B) for each discipline device as standard, or can import others to Orbit offers a barcode readable suite of standard MC and PC checksheets (A & B) for each discipline device as standard, or can import others to
make additions, modifications, or revisions on a bespoke basis. make additions, modifications, or revisions on a bespoke basis.
Orbit will print checksheets with embedded barcode information, automatically scanning and storing the document against the correct tag item as a Orbit will print checksheets with embedded barcode information, automatically scanning and storing the document against the correct tag item as a
PDF file, demonstrating the wet signature and results. PDF file, demonstrating the wet signature and results.
Reduced paper Reduced paper
This method uses a field-check report (FCR) whereby multiple checksheets can be managed in one report, reducing paper but maintaining the This method uses a field-check report (FCR) whereby multiple checksheets can be managed in one report, reducing paper but maintaining the
wet signature sign-off traceability. FCRs and associated checksheets can be scanned in the same way as conventional checksheets for batch wet signature sign-off traceability. FCRs and associated checksheets can be scanned in the same way as conventional checksheets for batch
completion. completion.
Paperless Paperless
Utilising the new iOrbit application inspection activities can be carried out using our recently developed and innovative process. iOrbit will relay all Utilising the new iOrbit application inspection activities can be carried out using our recently developed and innovative process. iOrbit will relay all
the inspection checksheet and punchlist activities directly to the project server. the inspection checksheet and punchlist activities directly to the project server.

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3 ASSURANCE AND VERIFICATION 3 ASSURANCE AND VERIFICATION

3.3 CHECKSHEET LIBRARY 3.3 CHECKSHEET LIBRARY


Orbit can be provided with a full suite of A & B checksheets covering most standard equipment types. These checksheets will be provided in Word Orbit can be provided with a full suite of A & B checksheets covering most standard equipment types. These checksheets will be provided in Word
format, associated with tag-item types and sub-types and uploaded into the Orbit document library for review and acceptance prior to data import. format, associated with tag-item types and sub-types and uploaded into the Orbit document library for review and acceptance prior to data import.
The Orbit checksheet library has been compiled based on our extensive experience within the field of completions and commissioning management The Orbit checksheet library has been compiled based on our extensive experience within the field of completions and commissioning management
and is fully integrated into the Orbit product. and is fully integrated into the Orbit product.
A full list of supplied checksheets is available on request. A full list of supplied checksheets is available on request.
FAT (C) checksheets FAT (C) checksheets
Orbit endorses the use of FAT (C) checksheets used solely during factory acceptance testing and transferred into Orbit on site prior to the Orbit endorses the use of FAT (C) checksheets used solely during factory acceptance testing and transferred into Orbit on site prior to the
completions’ phase. completions’ phase.

3.4 CHECKSHEET MANAGEMENT 3.4 CHECKSHEET MANAGEMENT


Orbit offers a choice of checksheet management styles. Orbit offers a choice of checksheet management styles.
Paper (conventional) Paper (conventional)
Orbit offers a barcode readable suite of standard MC and PC checksheets (A & B) for each discipline device as standard, or can import others to Orbit offers a barcode readable suite of standard MC and PC checksheets (A & B) for each discipline device as standard, or can import others to
make additions, modifications, or revisions on a bespoke basis. make additions, modifications, or revisions on a bespoke basis.
Orbit will print checksheets with embedded barcode information, automatically scanning and storing the document against the correct tag item as a Orbit will print checksheets with embedded barcode information, automatically scanning and storing the document against the correct tag item as a
PDF file, demonstrating the wet signature and results. PDF file, demonstrating the wet signature and results.
Reduced paper Reduced paper
This method uses a field-check report (FCR) whereby multiple checksheets can be managed in one report, reducing paper but maintaining the This method uses a field-check report (FCR) whereby multiple checksheets can be managed in one report, reducing paper but maintaining the
wet signature sign-off traceability. FCRs and associated checksheets can be scanned in the same way as conventional checksheets for batch wet signature sign-off traceability. FCRs and associated checksheets can be scanned in the same way as conventional checksheets for batch
completion. completion.
Paperless Paperless
Utilising the new iOrbit application inspection activities can be carried out using our recently developed and innovative process. iOrbit will relay all Utilising the new iOrbit application inspection activities can be carried out using our recently developed and innovative process. iOrbit will relay all
the inspection checksheet and punchlist activities directly to the project server. the inspection checksheet and punchlist activities directly to the project server.

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3 ASSURANCE AND VERIFICATION 3 ASSURANCE AND VERIFICATION

3.5 CHECKSHEET SCANNING MODULE 3.5 CHECKSHEET SCANNING MODULE


Orbit includes a scanning module that allows users to automatically upload and store checksheets within the system without the need for third-party Orbit includes a scanning module that allows users to automatically upload and store checksheets within the system without the need for third-party
OCR software. The module streamlines the process of scanning and attaching checksheets to their associated tags, making the process extremely OCR software. The module streamlines the process of scanning and attaching checksheets to their associated tags, making the process extremely
quick to undertake. quick to undertake.

If Orbit is unable to recognise a checksheet or identify a modified tag, it will alert the user to allow them to correct any inconsistencies and then to If Orbit is unable to recognise a checksheet or identify a modified tag, it will alert the user to allow them to correct any inconsistencies and then to
re-enter the data. During this process, valid checksheets are accepted, saving the user from having to re-scan them. re-enter the data. During this process, valid checksheets are accepted, saving the user from having to re-scan them.
Completed checksheets are stored against the appropriate tag entry for simple and quick retrieval for auditing or reference. In the case of scanned Completed checksheets are stored against the appropriate tag entry for simple and quick retrieval for auditing or reference. In the case of scanned
checksheets, the wet-signature copy will automatically replace the blank template checksheet document. checksheets, the wet-signature copy will automatically replace the blank template checksheet document.
Unlike some systems which only store the checksheet image, when batch scanning Orbit will ask the user to identify the inspector or engineer who Unlike some systems which only store the checksheet image, when batch scanning Orbit will ask the user to identify the inspector or engineer who
completed the checksheet, ensuring full traceability. This is done with an easy-to-use batch interface, making it a fast and simple process for the user. completed the checksheet, ensuring full traceability. This is done with an easy-to-use batch interface, making it a fast and simple process for the user.
FCR scanning allows multiple tag completion from one document and traceability through a scanned PDF document attached to each tag enhances FCR scanning allows multiple tag completion from one document and traceability through a scanned PDF document attached to each tag enhances
ease of use and the speed in which our completions’ department can process inspection completion. ease of use and the speed in which our completions’ department can process inspection completion.
Remote scanning allows the user to scan checksheets and FCRs and send them back to HQ via the Orbit administrator. Orbit reads the files and Remote scanning allows the user to scan checksheets and FCRs and send them back to HQ via the Orbit administrator. Orbit reads the files and
automatically associates the barcode with the tags, giving the option to complete, punchlist, and attach to the equipment tag number. automatically associates the barcode with the tags, giving the option to complete, punchlist, and attach to the equipment tag number.

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3 ASSURANCE AND VERIFICATION 3 ASSURANCE AND VERIFICATION

3.5 CHECKSHEET SCANNING MODULE 3.5 CHECKSHEET SCANNING MODULE


Orbit includes a scanning module that allows users to automatically upload and store checksheets within the system without the need for third-party Orbit includes a scanning module that allows users to automatically upload and store checksheets within the system without the need for third-party
OCR software. The module streamlines the process of scanning and attaching checksheets to their associated tags, making the process extremely OCR software. The module streamlines the process of scanning and attaching checksheets to their associated tags, making the process extremely
quick to undertake. quick to undertake.
If Orbit is unable to recognise a checksheet or identify a modified tag, it will alert the user to allow them to correct any inconsistencies and then to If Orbit is unable to recognise a checksheet or identify a modified tag, it will alert the user to allow them to correct any inconsistencies and then to
re-enter the data. During this process, valid checksheets are accepted, saving the user from having to re-scan them. re-enter the data. During this process, valid checksheets are accepted, saving the user from having to re-scan them.
Completed checksheets are stored against the appropriate tag entry for simple and quick retrieval for auditing or reference. In the case of scanned Completed checksheets are stored against the appropriate tag entry for simple and quick retrieval for auditing or reference. In the case of scanned
checksheets, the wet-signature copy will automatically replace the blank template checksheet document. checksheets, the wet-signature copy will automatically replace the blank template checksheet document.
Unlike some systems which only store the checksheet image, when batch scanning Orbit will ask the user to identify the inspector or engineer who Unlike some systems which only store the checksheet image, when batch scanning Orbit will ask the user to identify the inspector or engineer who
completed the checksheet, ensuring full traceability. This is done with an easy-to-use batch interface, making it a fast and simple process for the user. completed the checksheet, ensuring full traceability. This is done with an easy-to-use batch interface, making it a fast and simple process for the user.
FCR scanning allows multiple tag completion from one document and traceability through a scanned PDF document attached to each tag enhances FCR scanning allows multiple tag completion from one document and traceability through a scanned PDF document attached to each tag enhances
ease of use and the speed in which our completions’ department can process inspection completion. ease of use and the speed in which our completions’ department can process inspection completion.
Remote scanning allows the user to scan checksheets and FCRs and send them back to HQ via the Orbit administrator. Orbit reads the files and Remote scanning allows the user to scan checksheets and FCRs and send them back to HQ via the Orbit administrator. Orbit reads the files and
automatically associates the barcode with the tags, giving the option to complete, punchlist, and attach to the equipment tag number. automatically associates the barcode with the tags, giving the option to complete, punchlist, and attach to the equipment tag number.

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3.6 PUNCHLIST, TECHNICAL, AND SITE QUERIES 3.6 PUNCHLIST, TECHNICAL, AND SITE QUERIES
Orbit stores records identifying incorrect, damaged, and/or non-conforming equipment using standard punchlist workflow and terminology. Orbit Orbit stores records identifying incorrect, damaged, and/or non-conforming equipment using standard punchlist workflow and terminology. Orbit
also stores and monitors all project-site and technical queries from inception to close-out. also stores and monitors all project-site and technical queries from inception to close-out.
Outstanding punchlist item statistics are always available on the main menu, to ensure that all users are aware of the current level of unresolved Outstanding punchlist item statistics are always available on the main menu, to ensure that all users are aware of the current level of unresolved
punchlist and query items. punchlist and query items.
Punchlist and query items are fully auditable, as Orbit stores the details of the user, raising the item along with the operator who entered the item Punchlist and query items are fully auditable, as Orbit stores the details of the user, raising the item along with the operator who entered the item
and a date. and a date.
Orbit also includes several punchlist and query reports covering summary statistics at any level including project-wide, through to detailed reports Orbit also includes several punchlist and query reports covering summary statistics at any level including project-wide, through to detailed reports
covering each punchlist item raised. covering each punchlist item raised.
Orbit shows all outstanding tasks, allowing the user to be aware of the project status at all times without needing to run a report. The information Orbit shows all outstanding tasks, allowing the user to be aware of the project status at all times without needing to run a report. The information
shown includes the number of outstanding checksheets, punchlist items, technical queries, FCRs, and outstanding or imminent preservation activities. shown includes the number of outstanding checksheets, punchlist items, technical queries, FCRs, and outstanding or imminent preservation activities.
Each of these can be filtered by system and sub-system, checksheet type, and tag type and sub-type. Each of these can be filtered by system and sub-system, checksheet type, and tag type and sub-type.

3.7 ORBIT CERTIFICATION 3.7 ORBIT CERTIFICATION


At various stages in the project, there will be a requirement to produce formal hard copy handover certification. When this occurs, Orbit will generate At various stages in the project, there will be a requirement to produce formal hard copy handover certification. When this occurs, Orbit will generate
certification to signify handover, acceptance, and transfer of ownership and responsibilities of a given work scope. The certification will normally certification to signify handover, acceptance, and transfer of ownership and responsibilities of a given work scope. The certification will normally
be endorsed by a wet signature from both offering and accepting parties. This will validate the transfer of ownership to the accepting party. The be endorsed by a wet signature from both offering and accepting parties. This will validate the transfer of ownership to the accepting party. The
certification will be accompanied by various reports to support and substantiate the handover, such as proof of inspection reports, punchlists, and certification will be accompanied by various reports to support and substantiate the handover, such as proof of inspection reports, punchlists, and
‘as built’ drawings. In general, project handover acceptance follows, but is not restricted to the stages below. ‘as built’ drawings. In general, project handover acceptance follows, but is not restricted to the stages below.
Mechanical completion (MC) - MC confirmation that fabrication and build and any associated inspection and testing is complete and correct to Mechanical completion (MC) - MC confirmation that fabrication and build and any associated inspection and testing is complete and correct to
the project design specification. the project design specification.
Ready for Commissioning (RFC) - RFC confirmation of equipment function (stand-alone) testing is complete to project design specification. Ready for Commissioning (RFC) - RFC confirmation of equipment function (stand-alone) testing is complete to project design specification.
Ready For Start Up (RFSU) - RFSU confirmation of all related and associated pre-commissioning activities necessary to support either the Ready For Start Up (RFSU) - RFSU confirmation of all related and associated pre-commissioning activities necessary to support either the
energisation of a system or the introduction of hydrocarbons are completed and verified to project design specifications. energisation of a system or the introduction of hydrocarbons are completed and verified to project design specifications.
System handover (SAC) - This is an ownership handover to the asset operators and will usually release the project’s responsibilities. It is issued System handover (SAC) - This is an ownership handover to the asset operators and will usually release the project’s responsibilities. It is issued
after the system has been started up and has operated for an agreed period and, in the case of process and production systems, integrity and after the system has been started up and has operated for an agreed period and, in the case of process and production systems, integrity and
performance criteria have been established and sustainable steady state operating conditions have been met. performance criteria have been established and sustainable steady state operating conditions have been met.
Orbit has the capability to raise a discipline handover certificate for a sub-system when an independent discipline handover is requested by the Orbit has the capability to raise a discipline handover certificate for a sub-system when an independent discipline handover is requested by the
commissioning group. Customised handover certification can be structured to the client’s requirements. commissioning group. Customised handover certification can be structured to the client’s requirements.
Certificates can be stored in any format, and Orbit has the inbuilt functionality to scan and store a wet-signed hardcopy certificate in PDF Certificates can be stored in any format, and Orbit has the inbuilt functionality to scan and store a wet-signed hardcopy certificate in PDF
9 format as a simple operation without the need for third-party scanning or OCR software. Scanned documents are automatically associated 9 format as a simple operation without the need for third-party scanning or OCR software. Scanned documents are automatically associated
with the certificate reference for instant retrieval. with the certificate reference for instant retrieval.

3 ASSURANCE AND VERIFICATION 3 ASSURANCE AND VERIFICATION

3.6 PUNCHLIST, TECHNICAL, AND SITE QUERIES 3.6 PUNCHLIST, TECHNICAL, AND SITE QUERIES
Orbit stores records identifying incorrect, damaged, and/or non-conforming equipment using standard punchlist workflow and terminology. Orbit Orbit stores records identifying incorrect, damaged, and/or non-conforming equipment using standard punchlist workflow and terminology. Orbit
also stores and monitors all project-site and technical queries from inception to close-out. also stores and monitors all project-site and technical queries from inception to close-out.
Outstanding punchlist item statistics are always available on the main menu, to ensure that all users are aware of the current level of unresolved Outstanding punchlist item statistics are always available on the main menu, to ensure that all users are aware of the current level of unresolved
punchlist and query items. punchlist and query items.
Punchlist and query items are fully auditable, as Orbit stores the details of the user, raising the item along with the operator who entered the item Punchlist and query items are fully auditable, as Orbit stores the details of the user, raising the item along with the operator who entered the item
and a date. and a date.
Orbit also includes several punchlist and query reports covering summary statistics at any level including project-wide, through to detailed reports Orbit also includes several punchlist and query reports covering summary statistics at any level including project-wide, through to detailed reports
covering each punchlist item raised. covering each punchlist item raised.
Orbit shows all outstanding tasks, allowing the user to be aware of the project status at all times without needing to run a report. The information Orbit shows all outstanding tasks, allowing the user to be aware of the project status at all times without needing to run a report. The information
shown includes the number of outstanding checksheets, punchlist items, technical queries, FCRs, and outstanding or imminent preservation activities. shown includes the number of outstanding checksheets, punchlist items, technical queries, FCRs, and outstanding or imminent preservation activities.
Each of these can be filtered by system and sub-system, checksheet type, and tag type and sub-type. Each of these can be filtered by system and sub-system, checksheet type, and tag type and sub-type.

3.7 ORBIT CERTIFICATION 3.7 ORBIT CERTIFICATION


At various stages in the project, there will be a requirement to produce formal hard copy handover certification. When this occurs, Orbit will generate At various stages in the project, there will be a requirement to produce formal hard copy handover certification. When this occurs, Orbit will generate
certification to signify handover, acceptance, and transfer of ownership and responsibilities of a given work scope. The certification will normally certification to signify handover, acceptance, and transfer of ownership and responsibilities of a given work scope. The certification will normally
be endorsed by a wet signature from both offering and accepting parties. This will validate the transfer of ownership to the accepting party. The be endorsed by a wet signature from both offering and accepting parties. This will validate the transfer of ownership to the accepting party. The
certification will be accompanied by various reports to support and substantiate the handover, such as proof of inspection reports, punchlists, and certification will be accompanied by various reports to support and substantiate the handover, such as proof of inspection reports, punchlists, and
‘as built’ drawings. In general, project handover acceptance follows, but is not restricted to the stages below. ‘as built’ drawings. In general, project handover acceptance follows, but is not restricted to the stages below.
Mechanical completion (MC) - MC confirmation that fabrication and build and any associated inspection and testing is complete and correct to Mechanical completion (MC) - MC confirmation that fabrication and build and any associated inspection and testing is complete and correct to
the project design specification. the project design specification.
Ready for Commissioning (RFC) - RFC confirmation of equipment function (stand-alone) testing is complete to project design specification. Ready for Commissioning (RFC) - RFC confirmation of equipment function (stand-alone) testing is complete to project design specification.
Ready For Start Up (RFSU) - RFSU confirmation of all related and associated pre-commissioning activities necessary to support either the Ready For Start Up (RFSU) - RFSU confirmation of all related and associated pre-commissioning activities necessary to support either the
energisation of a system or the introduction of hydrocarbons are completed and verified to project design specifications. energisation of a system or the introduction of hydrocarbons are completed and verified to project design specifications.
System handover (SAC) - This is an ownership handover to the asset operators and will usually release the project’s responsibilities. It is issued System handover (SAC) - This is an ownership handover to the asset operators and will usually release the project’s responsibilities. It is issued
after the system has been started up and has operated for an agreed period and, in the case of process and production systems, integrity and after the system has been started up and has operated for an agreed period and, in the case of process and production systems, integrity and
performance criteria have been established and sustainable steady state operating conditions have been met. performance criteria have been established and sustainable steady state operating conditions have been met.
Orbit has the capability to raise a discipline handover certificate for a sub-system when an independent discipline handover is requested by the Orbit has the capability to raise a discipline handover certificate for a sub-system when an independent discipline handover is requested by the
commissioning group. Customised handover certification can be structured to the client’s requirements. commissioning group. Customised handover certification can be structured to the client’s requirements.
Certificates can be stored in any format, and Orbit has the inbuilt functionality to scan and store a wet-signed hardcopy certificate in PDF Certificates can be stored in any format, and Orbit has the inbuilt functionality to scan and store a wet-signed hardcopy certificate in PDF
9 format as a simple operation without the need for third-party scanning or OCR software. Scanned documents are automatically associated 9 format as a simple operation without the need for third-party scanning or OCR software. Scanned documents are automatically associated
with the certificate reference for instant retrieval. with the certificate reference for instant retrieval.

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3 ASSURANCE AND VERIFICATION 3 ASSURANCE AND VERIFICATION

3.8 ORBIT DYNAMIC COMMISSIONING PROCEDURE PREPARATION AND REPORTING 3.8 ORBIT DYNAMIC COMMISSIONING PROCEDURE PREPARATION AND REPORTING
Dynamic procedures (commissioning, start-up, and performance testing) are digitally monitored for status and stage completion (of the procedure) Dynamic procedures (commissioning, start-up, and performance testing) are digitally monitored for status and stage completion (of the procedure)
within the database. Each dynamic procedure is digitised into project standard stages and reported for completion in the same manner as that within the database. Each dynamic procedure is digitised into project standard stages and reported for completion in the same manner as that
employed for reporting static tag completion. employed for reporting static tag completion.
Procedure execution shows the actual percentage completeness which is recorded during the execution phase, building a planned against actual Procedure execution shows the actual percentage completeness which is recorded during the execution phase, building a planned against actual
account of dynamic commissioning. The information provided can be demonstrated in an S-curve, bar chart, or table format. account of dynamic commissioning. The information provided can be demonstrated in an S-curve, bar chart, or table format.

3.9 ORBIT DOCUMENT REGISTER 3.9 ORBIT DOCUMENT REGISTER


All documentation within the Orbit system is stored in a fully referenced and controlled document library accessible from within the software. All documentation within the Orbit system is stored in a fully referenced and controlled document library accessible from within the software.
Any type of document can be stored within the Orbit library, and documents can be explicitly associated with systems and sub-systems, and tags Any type of document can be stored within the Orbit library, and documents can be explicitly associated with systems and sub-systems, and tags
within the database. within the database.
Orbit has the built-in functionality to directly scan hard-copy items into the library without the use of third-party scanning software. Orbit has the built-in functionality to directly scan hard-copy items into the library without the use of third-party scanning software.
The Orbit scanning module automatically recognises bar-coded items and will attach those documents to the relevant item within the database. The Orbit scanning module automatically recognises bar-coded items and will attach those documents to the relevant item within the database.

3.10 ORBIT IMPORTS AND POPULATION 3.10 ORBIT IMPORTS AND POPULATION
Orbit imports the information contained within a standard engineering database and registers it via a set of defined templates prepared in Excel. Orbit imports the information contained within a standard engineering database and registers it via a set of defined templates prepared in Excel.
Using this method allows Orbit to import information automatically from many different data sources and easily allows personnel to ensure that the Using this method allows Orbit to import information automatically from many different data sources and easily allows personnel to ensure that the
data is correct for import. data is correct for import.
Accurate and correct data population is essential for Orbit to function as a successful operating tool. To achieve confidence and trust in Orbit, the Accurate and correct data population is essential for Orbit to function as a successful operating tool. To achieve confidence and trust in Orbit, the
data has to be ‘real time’ and reflect design (in) and workface (out) in every detail without leaving any data (tag and associated information) element data has to be ‘real time’ and reflect design (in) and workface (out) in every detail without leaving any data (tag and associated information) element
open to corruption or bad placement. The interface and control of engineering data needs to be controlled from project conception to closeout. open to corruption or bad placement. The interface and control of engineering data needs to be controlled from project conception to closeout.
The accuracy and integrity of transferred information is greatly enhanced if industry-standard and well-understood software applications are used to The accuracy and integrity of transferred information is greatly enhanced if industry-standard and well-understood software applications are used to
manipulate the data prior to importing. manipulate the data prior to importing.
During the data import process, Orbit will automatically review and cross-check the imported information and identify any errors or missing During the data import process, Orbit will automatically review and cross-check the imported information and identify any errors or missing
information on individual records; it will then highlight those records so the user can take corrective action. information on individual records; it will then highlight those records so the user can take corrective action.
The client can specify further run-time verification parameters to be coded into the Orbit product: for example, to add processing to ensure that the The client can specify further run-time verification parameters to be coded into the Orbit product: for example, to add processing to ensure that the
tag reference conforms to a specific coding scheme. tag reference conforms to a specific coding scheme.
After importing the data, Orbit uses a two-phase verification process to determine the integrity of the data being imported. Imported information After importing the data, Orbit uses a two-phase verification process to determine the integrity of the data being imported. Imported information
must be explicitly verified by a discipline engineer within the Orbit software before completions’ activities can commence. must be explicitly verified by a discipline engineer within the Orbit software before completions’ activities can commence.
It is quick and easy to manually add project and tag information to Orbit. Our management of change (MoC) functionality prevents ad-hoc It is quick and easy to manually add project and tag information to Orbit. Our management of change (MoC) functionality prevents ad-hoc
10 10
changes being made to the verified design data after the imported data has been accepted. changes being made to the verified design data after the imported data has been accepted.

3 ASSURANCE AND VERIFICATION 3 ASSURANCE AND VERIFICATION

3.8 ORBIT DYNAMIC COMMISSIONING PROCEDURE PREPARATION AND REPORTING 3.8 ORBIT DYNAMIC COMMISSIONING PROCEDURE PREPARATION AND REPORTING
Dynamic procedures (commissioning, start-up, and performance testing) are digitally monitored for status and stage completion (of the procedure) Dynamic procedures (commissioning, start-up, and performance testing) are digitally monitored for status and stage completion (of the procedure)
within the database. Each dynamic procedure is digitised into project standard stages and reported for completion in the same manner as that within the database. Each dynamic procedure is digitised into project standard stages and reported for completion in the same manner as that
employed for reporting static tag completion. employed for reporting static tag completion.
Procedure execution shows the actual percentage completeness which is recorded during the execution phase, building a planned against actual Procedure execution shows the actual percentage completeness which is recorded during the execution phase, building a planned against actual
account of dynamic commissioning. The information provided can be demonstrated in an S-curve, bar chart, or table format. account of dynamic commissioning. The information provided can be demonstrated in an S-curve, bar chart, or table format.

3.9 ORBIT DOCUMENT REGISTER 3.9 ORBIT DOCUMENT REGISTER


All documentation within the Orbit system is stored in a fully referenced and controlled document library accessible from within the software. All documentation within the Orbit system is stored in a fully referenced and controlled document library accessible from within the software.
Any type of document can be stored within the Orbit library, and documents can be explicitly associated with systems and sub-systems, and tags Any type of document can be stored within the Orbit library, and documents can be explicitly associated with systems and sub-systems, and tags
within the database. within the database.
Orbit has the built-in functionality to directly scan hard-copy items into the library without the use of third-party scanning software. Orbit has the built-in functionality to directly scan hard-copy items into the library without the use of third-party scanning software.
The Orbit scanning module automatically recognises bar-coded items and will attach those documents to the relevant item within the database. The Orbit scanning module automatically recognises bar-coded items and will attach those documents to the relevant item within the database.

3.10 ORBIT IMPORTS AND POPULATION 3.10 ORBIT IMPORTS AND POPULATION
Orbit imports the information contained within a standard engineering database and registers it via a set of defined templates prepared in Excel. Orbit imports the information contained within a standard engineering database and registers it via a set of defined templates prepared in Excel.
Using this method allows Orbit to import information automatically from many different data sources and easily allows personnel to ensure that the Using this method allows Orbit to import information automatically from many different data sources and easily allows personnel to ensure that the
data is correct for import. data is correct for import.
Accurate and correct data population is essential for Orbit to function as a successful operating tool. To achieve confidence and trust in Orbit, the Accurate and correct data population is essential for Orbit to function as a successful operating tool. To achieve confidence and trust in Orbit, the
data has to be ‘real time’ and reflect design (in) and workface (out) in every detail without leaving any data (tag and associated information) element data has to be ‘real time’ and reflect design (in) and workface (out) in every detail without leaving any data (tag and associated information) element
open to corruption or bad placement. The interface and control of engineering data needs to be controlled from project conception to closeout. open to corruption or bad placement. The interface and control of engineering data needs to be controlled from project conception to closeout.
The accuracy and integrity of transferred information is greatly enhanced if industry-standard and well-understood software applications are used to The accuracy and integrity of transferred information is greatly enhanced if industry-standard and well-understood software applications are used to
manipulate the data prior to importing. manipulate the data prior to importing.
During the data import process, Orbit will automatically review and cross-check the imported information and identify any errors or missing During the data import process, Orbit will automatically review and cross-check the imported information and identify any errors or missing
information on individual records; it will then highlight those records so the user can take corrective action. information on individual records; it will then highlight those records so the user can take corrective action.
The client can specify further run-time verification parameters to be coded into the Orbit product: for example, to add processing to ensure that the The client can specify further run-time verification parameters to be coded into the Orbit product: for example, to add processing to ensure that the
tag reference conforms to a specific coding scheme. tag reference conforms to a specific coding scheme.
After importing the data, Orbit uses a two-phase verification process to determine the integrity of the data being imported. Imported information After importing the data, Orbit uses a two-phase verification process to determine the integrity of the data being imported. Imported information
must be explicitly verified by a discipline engineer within the Orbit software before completions’ activities can commence. must be explicitly verified by a discipline engineer within the Orbit software before completions’ activities can commence.
It is quick and easy to manually add project and tag information to Orbit. Our management of change (MoC) functionality prevents ad-hoc It is quick and easy to manually add project and tag information to Orbit. Our management of change (MoC) functionality prevents ad-hoc
10 10
changes being made to the verified design data after the imported data has been accepted. changes being made to the verified design data after the imported data has been accepted.

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3 ASSURANCE AND VERIFICATION 3 ASSURANCE AND VERIFICATION

3.11 ORBIT MoC 3.11 ORBIT MoC


Orbit’s in-built MoC system can be activated and enforced by the Orbit administrator upon the commencement of mechanical completion. Following Orbit’s in-built MoC system can be activated and enforced by the Orbit administrator upon the commencement of mechanical completion. Following
CMS population, all queries and the resulting changes to data will be driven through and reflected in the change request documentation and CMS population, all queries and the resulting changes to data will be driven through and reflected in the change request documentation and
recorded within Orbit. recorded within Orbit.
Change requests must be raised, authorised, and then actioned following a strict workflow to prevent corruption of the tag data. Orbit will not allow a Change requests must be raised, authorised, and then actioned following a strict workflow to prevent corruption of the tag data. Orbit will not allow a
user to modify an item that is not part of a change request, preventing user error whilst updating data. user to modify an item that is not part of a change request, preventing user error whilst updating data.
Activities which are subject to the MoC procedure include adding, deleting, and updating tag, and system and sub-system information. Activities which are subject to the MoC procedure include adding, deleting, and updating tag, and system and sub-system information.
It is not possible to alter information within the Orbit system without following the MoC procedure and workflow once it has been enabled. It is not possible to alter information within the Orbit system without following the MoC procedure and workflow once it has been enabled.

3.12 REPORTING 3.12 REPORTING


Orbit uses the industry-standard Microsoft SQL Server 2008 relational database platform. This allows users to create complex reports and quickly Orbit uses the industry-standard Microsoft SQL Server 2008 relational database platform. This allows users to create complex reports and quickly
retrieve results from the database in a variety of formats. retrieve results from the database in a variety of formats.
Reports can be exported in PDF or Excel for further independent analysis and for ease of internal publishing. Reports can be exported in PDF or Excel for further independent analysis and for ease of internal publishing.
Planning and S-curve charts are also included, which are plotted using actual checksheet and certification completion status and can be run across Planning and S-curve charts are also included, which are plotted using actual checksheet and certification completion status and can be run across
any level of the project from the top-level tier to individual sub-systems, and across multiple projects as required. Orbit uses the checksheet ‘norms’: any level of the project from the top-level tier to individual sub-systems, and across multiple projects as required. Orbit uses the checksheet ‘norms’:
hours which can be assigned to any checksheet to build an accurate picture of totals (A & B checksheets) versus real-time completion requirements. hours which can be assigned to any checksheet to build an accurate picture of totals (A & B checksheets) versus real-time completion requirements.
Scheduled reporting is available to all Orbit licence holders. Any report from the report generator can be scheduled to run and deliver for email Scheduled reporting is available to all Orbit licence holders. Any report from the report generator can be scheduled to run and deliver for email
delivery to any predefined address. delivery to any predefined address.

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3 ASSURANCE AND VERIFICATION 3 ASSURANCE AND VERIFICATION

3.11 ORBIT MoC 3.11 ORBIT MoC


Orbit’s in-built MoC system can be activated and enforced by the Orbit administrator upon the commencement of mechanical completion. Following Orbit’s in-built MoC system can be activated and enforced by the Orbit administrator upon the commencement of mechanical completion. Following
CMS population, all queries and the resulting changes to data will be driven through and reflected in the change request documentation and CMS population, all queries and the resulting changes to data will be driven through and reflected in the change request documentation and
recorded within Orbit. recorded within Orbit.
Change requests must be raised, authorised, and then actioned following a strict workflow to prevent corruption of the tag data. Orbit will not allow a Change requests must be raised, authorised, and then actioned following a strict workflow to prevent corruption of the tag data. Orbit will not allow a
user to modify an item that is not part of a change request, preventing user error whilst updating data. user to modify an item that is not part of a change request, preventing user error whilst updating data.
Activities which are subject to the MoC procedure include adding, deleting, and updating tag, and system and sub-system information. Activities which are subject to the MoC procedure include adding, deleting, and updating tag, and system and sub-system information.
It is not possible to alter information within the Orbit system without following the MoC procedure and workflow once it has been enabled. It is not possible to alter information within the Orbit system without following the MoC procedure and workflow once it has been enabled.

3.12 REPORTING 3.12 REPORTING


Orbit uses the industry-standard Microsoft SQL Server 2008 relational database platform. This allows users to create complex reports and quickly Orbit uses the industry-standard Microsoft SQL Server 2008 relational database platform. This allows users to create complex reports and quickly
retrieve results from the database in a variety of formats. retrieve results from the database in a variety of formats.
Reports can be exported in PDF or Excel for further independent analysis and for ease of internal publishing. Reports can be exported in PDF or Excel for further independent analysis and for ease of internal publishing.
Planning and S-curve charts are also included, which are plotted using actual checksheet and certification completion status and can be run across Planning and S-curve charts are also included, which are plotted using actual checksheet and certification completion status and can be run across
any level of the project from the top-level tier to individual sub-systems, and across multiple projects as required. Orbit uses the checksheet ‘norms’: any level of the project from the top-level tier to individual sub-systems, and across multiple projects as required. Orbit uses the checksheet ‘norms’:
hours which can be assigned to any checksheet to build an accurate picture of totals (A & B checksheets) versus real-time completion requirements. hours which can be assigned to any checksheet to build an accurate picture of totals (A & B checksheets) versus real-time completion requirements.
Scheduled reporting is available to all Orbit licence holders. Any report from the report generator can be scheduled to run and deliver for email Scheduled reporting is available to all Orbit licence holders. Any report from the report generator can be scheduled to run and deliver for email
delivery to any predefined address. delivery to any predefined address.

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3 ASSURANCE AND VERIFICATION 3 ASSURANCE AND VERIFICATION

3.13 ORBIT DASHBOARD 3.13 ORBIT DASHBOARD


The Orbit digital dashboard allows project personnel (shop-floor to project management) The Orbit digital dashboard allows project personnel (shop-floor to project management)
to monitor the contribution of various groups of the project. To gauge exactly how well the to monitor the contribution of various groups of the project. To gauge exactly how well the
project is performing overall, the digital dashboards can be specified by the client to report project is performing overall, the digital dashboards can be specified by the client to report
specific data and provide a snapshot of performance and progress. specific data and provide a snapshot of performance and progress.

Items on the dashboard can be represented either as graphs, lists of Items on the dashboard can be represented either as graphs, lists of
information, or ‘gauges’, giving an intuitive representation of the data. information, or ‘gauges’, giving an intuitive representation of the data.

The dashboard is available in both the Windows application and the The dashboard is available in both the Windows application and the
web-based version of Orbit, allowing access to headline key performance web-based version of Orbit, allowing access to headline key performance
indicators and performance data from any location via the Internet. indicators and performance data from any location via the Internet.

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3 ASSURANCE AND VERIFICATION 3 ASSURANCE AND VERIFICATION

3.13 ORBIT DASHBOARD 3.13 ORBIT DASHBOARD


The Orbit digital dashboard allows project personnel (shop-floor to project management) The Orbit digital dashboard allows project personnel (shop-floor to project management)
to monitor the contribution of various groups of the project. To gauge exactly how well the to monitor the contribution of various groups of the project. To gauge exactly how well the
project is performing overall, the digital dashboards can be specified by the client to report project is performing overall, the digital dashboards can be specified by the client to report
specific data and provide a snapshot of performance and progress. specific data and provide a snapshot of performance and progress.

Items on the dashboard can be represented either as graphs, lists of Items on the dashboard can be represented either as graphs, lists of
information, or ‘gauges’, giving an intuitive representation of the data. information, or ‘gauges’, giving an intuitive representation of the data.

The dashboard is available in both the Windows application and the The dashboard is available in both the Windows application and the
web-based version of Orbit, allowing access to headline key performance web-based version of Orbit, allowing access to headline key performance
indicators and performance data from any location via the Internet. indicators and performance data from any location via the Internet.

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3 ASSURANCE AND VERIFICATION 3 ASSURANCE AND VERIFICATION

3.14 PRESERVATION 3.14 PRESERVATION


Orbit includes a dedicated preservation module. Any tag item with the database can be associated with preservation activities, and Orbit will provide Orbit includes a dedicated preservation module. Any tag item with the database can be associated with preservation activities, and Orbit will provide
a list of outstanding or up-coming activities in one central location. a list of outstanding or up-coming activities in one central location.
Once completed, actions are stored in the database with the details of the personnel who carried them out, the operator logging the activity, and the Once completed, actions are stored in the database with the details of the personnel who carried them out, the operator logging the activity, and the
relevant times at which they were completed. Orbit will then automatically schedule dates for the next activity for the tag if necessary. relevant times at which they were completed. Orbit will then automatically schedule dates for the next activity for the tag if necessary.
This feature provides a fully traceable history, from initial preservation accountability (delivery to warehouse) through to equipment handover, to This feature provides a fully traceable history, from initial preservation accountability (delivery to warehouse) through to equipment handover, to
operations on completion of commissioning and start-up. operations on completion of commissioning and start-up.
Preservation information can be exported from the Orbit database for import into a third-party asset management system once commissioning Preservation information can be exported from the Orbit database for import into a third-party asset management system once commissioning
activities have been completed. activities have been completed.

3.15 ENGINEERING DATA 3.15 ENGINEERING DATA


Engineering data applications, such as logistics, materials, and maintenance routines, can be recorded against individual tags. Engineering data applications, such as logistics, materials, and maintenance routines, can be recorded against individual tags.
In addition, tags can be associated with supplier and manufacturer records, which are stored separately within Orbit. Using this functionality, it In addition, tags can be associated with supplier and manufacturer records, which are stored separately within Orbit. Using this functionality, it
becomes a simple process to review all tag items which have originated from one or more manufacturers or suppliers across the entire project. becomes a simple process to review all tag items which have originated from one or more manufacturers or suppliers across the entire project.

3.16 HAZARDOUS AREA EQUIPMENT 3.16 HAZARDOUS AREA EQUIPMENT


Orbit identifies the tag and area relationship during data import and during the course of mechanical completion and commissioning activities ensures Orbit identifies the tag and area relationship during data import and during the course of mechanical completion and commissioning activities ensures
that the equipment is registered, inspected, and certified (ATEX Directive – Electrical and Non-Electrical Equipment, Protective Systems, Components, that the equipment is registered, inspected, and certified (ATEX Directive – Electrical and Non-Electrical Equipment, Protective Systems, Components,
and Safety Devices). The hazardous area equipment list can be exported into Microsoft Excel or reported on throughout the project lifecycle. and Safety Devices). The hazardous area equipment list can be exported into Microsoft Excel or reported on throughout the project lifecycle.

3.17 SECURITY 3.17 SECURITY


Orbit has a robust multi-role security system. Users can be assigned permissions for over 100 separate activities to ensure that security is Orbit has a robust multi-role security system. Users can be assigned permissions for over 100 separate activities to ensure that security is
maintained across the system. In addition, users can be assigned specific roles using the security groups feature, which automatically sets their maintained across the system. In addition, users can be assigned specific roles using the security groups feature, which automatically sets their
permissions to a pre-specified security template. Individual permissions can be assigned to users in combination with the security group, creating an permissions to a pre-specified security template. Individual permissions can be assigned to users in combination with the security group, creating an
entirely flexible, but robust permissions system. entirely flexible, but robust permissions system.
Examples of standard user security groups and roles within Orbit are: Examples of standard user security groups and roles within Orbit are:
System administrator - has full access. System administrator - has full access.
Data entry - can input and update information (controlled by the MoC system). Data entry - can input and update information (controlled by the MoC system).
Read only - can review information but not interact with it. Read only - can review information but not interact with it.
Reporting only - has the ability to run reports but not to access any other modules. Reporting only - has the ability to run reports but not to access any other modules.
Dashboard only - only has access to the Orbit dashboard. Dashboard only - only has access to the Orbit dashboard.
13 Security groups will be configured in line with the client’s requirements during the deployment phase. 13 Security groups will be configured in line with the client’s requirements during the deployment phase.

3 ASSURANCE AND VERIFICATION 3 ASSURANCE AND VERIFICATION

3.14 PRESERVATION 3.14 PRESERVATION


Orbit includes a dedicated preservation module. Any tag item with the database can be associated with preservation activities, and Orbit will provide Orbit includes a dedicated preservation module. Any tag item with the database can be associated with preservation activities, and Orbit will provide
a list of outstanding or up-coming activities in one central location. a list of outstanding or up-coming activities in one central location.
Once completed, actions are stored in the database with the details of the personnel who carried them out, the operator logging the activity, and the Once completed, actions are stored in the database with the details of the personnel who carried them out, the operator logging the activity, and the
relevant times at which they were completed. Orbit will then automatically schedule dates for the next activity for the tag if necessary. relevant times at which they were completed. Orbit will then automatically schedule dates for the next activity for the tag if necessary.
This feature provides a fully traceable history, from initial preservation accountability (delivery to warehouse) through to equipment handover, to This feature provides a fully traceable history, from initial preservation accountability (delivery to warehouse) through to equipment handover, to
operations on completion of commissioning and start-up. operations on completion of commissioning and start-up.
Preservation information can be exported from the Orbit database for import into a third-party asset management system once commissioning Preservation information can be exported from the Orbit database for import into a third-party asset management system once commissioning
activities have been completed. activities have been completed.

3.15 ENGINEERING DATA 3.15 ENGINEERING DATA


Engineering data applications, such as logistics, materials, and maintenance routines, can be recorded against individual tags. Engineering data applications, such as logistics, materials, and maintenance routines, can be recorded against individual tags.
In addition, tags can be associated with supplier and manufacturer records, which are stored separately within Orbit. Using this functionality, it In addition, tags can be associated with supplier and manufacturer records, which are stored separately within Orbit. Using this functionality, it
becomes a simple process to review all tag items which have originated from one or more manufacturers or suppliers across the entire project. becomes a simple process to review all tag items which have originated from one or more manufacturers or suppliers across the entire project.

3.16 HAZARDOUS AREA EQUIPMENT 3.16 HAZARDOUS AREA EQUIPMENT


Orbit identifies the tag and area relationship during data import and during the course of mechanical completion and commissioning activities ensures Orbit identifies the tag and area relationship during data import and during the course of mechanical completion and commissioning activities ensures
that the equipment is registered, inspected, and certified (ATEX Directive – Electrical and Non-Electrical Equipment, Protective Systems, Components, that the equipment is registered, inspected, and certified (ATEX Directive – Electrical and Non-Electrical Equipment, Protective Systems, Components,
and Safety Devices). The hazardous area equipment list can be exported into Microsoft Excel or reported on throughout the project lifecycle. and Safety Devices). The hazardous area equipment list can be exported into Microsoft Excel or reported on throughout the project lifecycle.

3.17 SECURITY 3.17 SECURITY


Orbit has a robust multi-role security system. Users can be assigned permissions for over 100 separate activities to ensure that security is Orbit has a robust multi-role security system. Users can be assigned permissions for over 100 separate activities to ensure that security is
maintained across the system. In addition, users can be assigned specific roles using the security groups feature, which automatically sets their maintained across the system. In addition, users can be assigned specific roles using the security groups feature, which automatically sets their
permissions to a pre-specified security template. Individual permissions can be assigned to users in combination with the security group, creating an permissions to a pre-specified security template. Individual permissions can be assigned to users in combination with the security group, creating an
entirely flexible, but robust permissions system. entirely flexible, but robust permissions system.
Examples of standard user security groups and roles within Orbit are: Examples of standard user security groups and roles within Orbit are:
System administrator - has full access. System administrator - has full access.
Data entry - can input and update information (controlled by the MoC system). Data entry - can input and update information (controlled by the MoC system).
Read only - can review information but not interact with it. Read only - can review information but not interact with it.
Reporting only - has the ability to run reports but not to access any other modules. Reporting only - has the ability to run reports but not to access any other modules.
Dashboard only - only has access to the Orbit dashboard. Dashboard only - only has access to the Orbit dashboard.
13 Security groups will be configured in line with the client’s requirements during the deployment phase. 13 Security groups will be configured in line with the client’s requirements during the deployment phase.

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3 ASSURANCE AND VERIFICATION 3 ASSURANCE AND VERIFICATION

3.18 INTERFACING AND DATA IMPORT/EXPORT 3.18 INTERFACING AND DATA IMPORT/EXPORT
Orbit can interface with many standard engineering and planning systems. The primary interface with these systems is provided by Excel: exporting Orbit can interface with many standard engineering and planning systems. The primary interface with these systems is provided by Excel: exporting
and importing allows us to easily and flexibly support a large number of systems with no additional development. and importing allows us to easily and flexibly support a large number of systems with no additional development.
Users can export information from any of the data grids within Orbit directly to Excel with a single click, or alternatively print that information either to Users can export information from any of the data grids within Orbit directly to Excel with a single click, or alternatively print that information either to
hard copy or export it to PDF for email and distribution. hard copy or export it to PDF for email and distribution.
For more sophisticated integration, functionality can be developed within Orbit for a tight interface with the client’s existing software packages, such For more sophisticated integration, functionality can be developed within Orbit for a tight interface with the client’s existing software packages, such
as SAP. As each of the deployments and configurations of these systems vary from client to client, we undertake these as additional development as SAP. As each of the deployments and configurations of these systems vary from client to client, we undertake these as additional development
items with agreed functionality and are charged at standard rates. For integrations with some systems, we use external companies who are experts items with agreed functionality and are charged at standard rates. For integrations with some systems, we use external companies who are experts
in interfacing and with whom we have worked before to ensure we provide a fit-for-purpose interface mechanism with the shortest lead time. in interfacing and with whom we have worked before to ensure we provide a fit-for-purpose interface mechanism with the shortest lead time.

3.19 JOB CARDS 3.19 JOB CARDS


O-Job Card - Job Card functionality interfaces directly into the CMS by area, system, sub-system and tag giving undeviating and precise control to O-Job Card - Job Card functionality interfaces directly into the CMS by area, system, sub-system and tag giving undeviating and precise control to
all departments. Orbit produces itemized and detailed job cards including man-hour, resource and support content for every aspect of work profile all departments. Orbit produces itemized and detailed job cards including man-hour, resource and support content for every aspect of work profile
during all phases of the project. during all phases of the project.

3.20 RISK 3.20 RISK


O-Integrity - Raising risks directly associated with a project tag, equipment, system or sub system brings control and management for a greater O-Integrity - Raising risks directly associated with a project tag, equipment, system or sub system brings control and management for a greater
chance of risk mitigation. Recording these risks then applying monitored mitigating actions with the direct help of Orbit will ensure plant start-up chance of risk mitigation. Recording these risks then applying monitored mitigating actions with the direct help of Orbit will ensure plant start-up
is not affected by last minute flaws. is not affected by last minute flaws.

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3 ASSURANCE AND VERIFICATION 3 ASSURANCE AND VERIFICATION

3.18 INTERFACING AND DATA IMPORT/EXPORT 3.18 INTERFACING AND DATA IMPORT/EXPORT
Orbit can interface with many standard engineering and planning systems. The primary interface with these systems is provided by Excel: exporting Orbit can interface with many standard engineering and planning systems. The primary interface with these systems is provided by Excel: exporting
and importing allows us to easily and flexibly support a large number of systems with no additional development. and importing allows us to easily and flexibly support a large number of systems with no additional development.
Users can export information from any of the data grids within Orbit directly to Excel with a single click, or alternatively print that information either to Users can export information from any of the data grids within Orbit directly to Excel with a single click, or alternatively print that information either to
hard copy or export it to PDF for email and distribution. hard copy or export it to PDF for email and distribution.
For more sophisticated integration, functionality can be developed within Orbit for a tight interface with the client’s existing software packages, such For more sophisticated integration, functionality can be developed within Orbit for a tight interface with the client’s existing software packages, such
as SAP. As each of the deployments and configurations of these systems vary from client to client, we undertake these as additional development as SAP. As each of the deployments and configurations of these systems vary from client to client, we undertake these as additional development
items with agreed functionality and are charged at standard rates. For integrations with some systems, we use external companies who are experts items with agreed functionality and are charged at standard rates. For integrations with some systems, we use external companies who are experts
in interfacing and with whom we have worked before to ensure we provide a fit-for-purpose interface mechanism with the shortest lead time. in interfacing and with whom we have worked before to ensure we provide a fit-for-purpose interface mechanism with the shortest lead time.

3.19 JOB CARDS 3.19 JOB CARDS


O-Job Card - Job Card functionality interfaces directly into the CMS by area, system, sub-system and tag giving undeviating and precise control to O-Job Card - Job Card functionality interfaces directly into the CMS by area, system, sub-system and tag giving undeviating and precise control to
all departments. Orbit produces itemized and detailed job cards including man-hour, resource and support content for every aspect of work profile all departments. Orbit produces itemized and detailed job cards including man-hour, resource and support content for every aspect of work profile
during all phases of the project. during all phases of the project.

3.20 RISK 3.20 RISK


O-Integrity - Raising risks directly associated with a project tag, equipment, system or sub system brings control and management for a greater O-Integrity - Raising risks directly associated with a project tag, equipment, system or sub system brings control and management for a greater
chance of risk mitigation. Recording these risks then applying monitored mitigating actions with the direct help of Orbit will ensure plant start-up chance of risk mitigation. Recording these risks then applying monitored mitigating actions with the direct help of Orbit will ensure plant start-up
is not affected by last minute flaws. is not affected by last minute flaws.

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ORBIT DEPLOYMENT
4 ORBIT DEPLOYMENT
4

ORBIT DEPLOYMENT
4 ORBIT DEPLOYMENT
4

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4 ORBIT DEPLOYMENT 4 ORBIT DEPLOYMENT

4.1 ORBIT VERSIONS 4.1 ORBIT VERSIONS

Orbit Windows application Orbit Windows application

The Orbit system is available as a standard Windows, Web-based and iOS application. The Orbit system is available as a standard Windows, Web-based and iOS application.
Using these three methods of accessing the Orbit database allows for flexible Using these three methods of accessing the Orbit database allows for flexible
deployment across multiple sites. deployment across multiple sites.

The full Orbit application is a native Windows application that is installed and runs on a user’s The full Orbit application is a native Windows application that is installed and runs on a user’s
workstation. This version is fully featured and includes other functionality, such as our built-in workstation. This version is fully featured and includes other functionality, such as our built-in
scanning module. Data import must be undertaken using the full Windows version. scanning module. Data import must be undertaken using the full Windows version.

Orbit web-based application Orbit web-based application


The Orbit web-based version allows users to access and review information within the Orbit The Orbit web-based version allows users to access and review information within the Orbit
database from any location (subject to internet access), using a web browser. With over 95% of database from any location (subject to internet access), using a web browser. With over 95% of
the standard desktop capability, the Orbit web companion can be used remotely for all database the standard desktop capability, the Orbit web companion can be used remotely for all database
activities. Live Orbit dashboard updates, and tag database management, including outstanding activities. Live Orbit dashboard updates, and tag database management, including outstanding
items such as A and B checksheets, and punchlist and technical query administration, can be items such as A and B checksheets, and punchlist and technical query administration, can be
managed online. Completions certification handover and acceptance is also achievable whilst on managed online. Completions certification handover and acceptance is also achievable whilst on
the move. Using the Orbit web version also removes users’ dependence on Windows platforms. the move. Using the Orbit web version also removes users’ dependence on Windows platforms.

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4 ORBIT DEPLOYMENT 4 ORBIT DEPLOYMENT

4.1 ORBIT VERSIONS 4.1 ORBIT VERSIONS

Orbit Windows application Orbit Windows application

The Orbit system is available as a standard Windows, Web-based and iOS application. The Orbit system is available as a standard Windows, Web-based and iOS application.
Using these three methods of accessing the Orbit database allows for flexible Using these three methods of accessing the Orbit database allows for flexible
deployment across multiple sites. deployment across multiple sites.

The full Orbit application is a native Windows application that is installed and runs on a user’s The full Orbit application is a native Windows application that is installed and runs on a user’s
workstation. This version is fully featured and includes other functionality, such as our built-in workstation. This version is fully featured and includes other functionality, such as our built-in
scanning module. Data import must be undertaken using the full Windows version. scanning module. Data import must be undertaken using the full Windows version.

Orbit web-based application Orbit web-based application


The Orbit web-based version allows users to access and review information within the Orbit The Orbit web-based version allows users to access and review information within the Orbit
database from any location (subject to internet access), using a web browser. With over 95% of database from any location (subject to internet access), using a web browser. With over 95% of
the standard desktop capability, the Orbit web companion can be used remotely for all database the standard desktop capability, the Orbit web companion can be used remotely for all database
activities. Live Orbit dashboard updates, and tag database management, including outstanding activities. Live Orbit dashboard updates, and tag database management, including outstanding
items such as A and B checksheets, and punchlist and technical query administration, can be items such as A and B checksheets, and punchlist and technical query administration, can be
managed online. Completions certification handover and acceptance is also achievable whilst on managed online. Completions certification handover and acceptance is also achievable whilst on
the move. Using the Orbit web version also removes users’ dependence on Windows platforms. the move. Using the Orbit web version also removes users’ dependence on Windows platforms.

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4 ORBIT DEPLOYMENT 4 ORBIT DEPLOYMENT

iOS Applications iOS Applications

Fully optimized for touch screen, the iOS version is an all-new way to benefit paperless Fully optimized for touch screen, the iOS version is an all-new way to benefit paperless
Completions Management inspection. iOrbit gives you remote access from anywhere at any time. Completions Management inspection. iOrbit gives you remote access from anywhere at any time.
The user interface is built around the device’s multi-touch screen and gives you access to the The user interface is built around the device’s multi-touch screen and gives you access to the
project hierarchy including Systems, Sub Systems and Tags. Further functionality allows the user to project hierarchy including Systems, Sub Systems and Tags. Further functionality allows the user to
complete checksheets, take photos for raised punchlists and view essential project KPI’s. complete checksheets, take photos for raised punchlists and view essential project KPI’s.

17 17

4 ORBIT DEPLOYMENT 4 ORBIT DEPLOYMENT

iOS Applications iOS Applications

Fully optimized for touch screen, the iOS version is an all-new way to benefit paperless Fully optimized for touch screen, the iOS version is an all-new way to benefit paperless
Completions Management inspection. iOrbit gives you remote access from anywhere at any time. Completions Management inspection. iOrbit gives you remote access from anywhere at any time.
The user interface is built around the device’s multi-touch screen and gives you access to the The user interface is built around the device’s multi-touch screen and gives you access to the
project hierarchy including Systems, Sub Systems and Tags. Further functionality allows the user to project hierarchy including Systems, Sub Systems and Tags. Further functionality allows the user to
complete checksheets, take photos for raised punchlists and view essential project KPI’s. complete checksheets, take photos for raised punchlists and view essential project KPI’s.

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TRAINING
5 TRAINING
5

TRAINING
5 TRAINING
5

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5 TRAINING 5 TRAINING

5.1 TRAINING 5.1 TRAINING

Orbit has been designed from the first instance to be intuitive and powerful, and we have found that personnel become familiar Orbit has been designed from the first instance to be intuitive and powerful, and we have found that personnel become familiar
with the system in a short time. with the system in a short time.
When deploying an Orbit system, we include at least one training database system free of charge. Users can access the training system before When deploying an Orbit system, we include at least one training database system free of charge. Users can access the training system before
the live deployment and at any time during the licence period for refresher training, or to check their data before conducting operations on the live the live deployment and at any time during the licence period for refresher training, or to check their data before conducting operations on the live
system. We have found the side-by-side training system deployment to be highly beneficial. No additional hardware or software is required to access system. We have found the side-by-side training system deployment to be highly beneficial. No additional hardware or software is required to access
the training system. the training system.
Training is delivered in a structured classroom environment, with optimal class sizes to suit course curriculum. Training is delivered in a structured classroom environment, with optimal class sizes to suit course curriculum.
The standard course duration for technical/engineering users is one day, with shorter half-day courses for read-only users, and a five-day course for The standard course duration for technical/engineering users is one day, with shorter half-day courses for read-only users, and a five-day course for
system administrators. system administrators.
We assess the competency of staff requiring training and tailor the training programme to suit their needs. We assess the competency of staff requiring training and tailor the training programme to suit their needs.
Examples of topics covered within the training courses, by role, are: Examples of topics covered within the training courses, by role, are:
System administrator – two-day course: ‘super user’ administrator access with full rights and functionality to all Orbit modules. System administrator – two-day course: ‘super user’ administrator access with full rights and functionality to all Orbit modules.
Read/write – one-day course: users with access to pre-nominated modules and sets of data who update and/or input on a regular basis, for Read/write – one-day course: users with access to pre-nominated modules and sets of data who update and/or input on a regular basis, for
example: checksheet completion, and punchlist and technical query management. example: checksheet completion, and punchlist and technical query management.
Read-only – half-day course: fixed pre-set selection of modules giving access to project information and data through a choice of screen-based Read-only – half-day course: fixed pre-set selection of modules giving access to project information and data through a choice of screen-based
tabulated, dashboard, and graphical reporting. tabulated, dashboard, and graphical reporting.
Full documentation is provided during training sessions and sample schedules are available on request. Full documentation is provided during training sessions and sample schedules are available on request.
19 Training can be delivered at the client’s premises, at our premises, or at a nominated location. A classroom-style setup with several available 19 Training can be delivered at the client’s premises, at our premises, or at a nominated location. A classroom-style setup with several available
workstations is preferred, but not essential. workstations is preferred, but not essential.

5 TRAINING 5 TRAINING

5.1 TRAINING 5.1 TRAINING

Orbit has been designed from the first instance to be intuitive and powerful, and we have found that personnel become familiar Orbit has been designed from the first instance to be intuitive and powerful, and we have found that personnel become familiar
with the system in a short time. with the system in a short time.
When deploying an Orbit system, we include at least one training database system free of charge. Users can access the training system before When deploying an Orbit system, we include at least one training database system free of charge. Users can access the training system before
the live deployment and at any time during the licence period for refresher training, or to check their data before conducting operations on the live the live deployment and at any time during the licence period for refresher training, or to check their data before conducting operations on the live
system. We have found the side-by-side training system deployment to be highly beneficial. No additional hardware or software is required to access system. We have found the side-by-side training system deployment to be highly beneficial. No additional hardware or software is required to access
the training system. the training system.
Training is delivered in a structured classroom environment, with optimal class sizes to suit course curriculum. Training is delivered in a structured classroom environment, with optimal class sizes to suit course curriculum.
The standard course duration for technical/engineering users is one day, with shorter half-day courses for read-only users, and a five-day course for The standard course duration for technical/engineering users is one day, with shorter half-day courses for read-only users, and a five-day course for
system administrators. system administrators.
We assess the competency of staff requiring training and tailor the training programme to suit their needs. We assess the competency of staff requiring training and tailor the training programme to suit their needs.
Examples of topics covered within the training courses, by role, are: Examples of topics covered within the training courses, by role, are:
System administrator – two-day course: ‘super user’ administrator access with full rights and functionality to all Orbit modules. System administrator – two-day course: ‘super user’ administrator access with full rights and functionality to all Orbit modules.
Read/write – one-day course: users with access to pre-nominated modules and sets of data who update and/or input on a regular basis, for Read/write – one-day course: users with access to pre-nominated modules and sets of data who update and/or input on a regular basis, for
example: checksheet completion, and punchlist and technical query management. example: checksheet completion, and punchlist and technical query management.
Read-only – half-day course: fixed pre-set selection of modules giving access to project information and data through a choice of screen-based Read-only – half-day course: fixed pre-set selection of modules giving access to project information and data through a choice of screen-based
tabulated, dashboard, and graphical reporting. tabulated, dashboard, and graphical reporting.
Full documentation is provided during training sessions and sample schedules are available on request. Full documentation is provided during training sessions and sample schedules are available on request.
19 Training can be delivered at the client’s premises, at our premises, or at a nominated location. A classroom-style setup with several available 19 Training can be delivered at the client’s premises, at our premises, or at a nominated location. A classroom-style setup with several available
workstations is preferred, but not essential. workstations is preferred, but not essential.

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5 TRAINING 5 TRAINING

5.2 ‘TRAIN THE TRAINER’ 5.2 ‘TRAIN THE TRAINER’


We also offer ‘train the trainer’ course. This course allows clients to be fully trained on all aspects of the Orbit system and provides them with course We also offer ‘train the trainer’ course. This course allows clients to be fully trained on all aspects of the Orbit system and provides them with course
material to conduct internal training. material to conduct internal training.
This approach is particularly popular with clients who have technical staff in various locations or for clients who wish to ensure that their own internal This approach is particularly popular with clients who have technical staff in various locations or for clients who wish to ensure that their own internal
workflow is followed by users. workflow is followed by users.

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5 TRAINING 5 TRAINING

5.2 ‘TRAIN THE TRAINER’ 5.2 ‘TRAIN THE TRAINER’


We also offer ‘train the trainer’ course. This course allows clients to be fully trained on all aspects of the Orbit system and provides them with course We also offer ‘train the trainer’ course. This course allows clients to be fully trained on all aspects of the Orbit system and provides them with course
material to conduct internal training. material to conduct internal training.
This approach is particularly popular with clients who have technical staff in various locations or for clients who wish to ensure that their own internal This approach is particularly popular with clients who have technical staff in various locations or for clients who wish to ensure that their own internal
workflow is followed by users. workflow is followed by users.

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SUPPORT
6 SUPPORT
6

SUPPORT
6 SUPPORT
6

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6 SUPPORT 6 SUPPORT

The Orbit system is backed-up by 24/7 support personnel who are based in our Newcastle-upon-Tyne and Aberdeen offices. The Orbit system is backed-up by 24/7 support personnel who are based in our Newcastle-upon-Tyne and Aberdeen offices.
Support is conducted by phone or email, and support activities require remote desktop access to the Orbit database servers via VPN or other Support is conducted by phone or email, and support activities require remote desktop access to the Orbit database servers via VPN or other
remote access mechanisms. Ideally, remote access to a user’s desktop is preferred, as we have found that this is an invaluable tool for both training remote access mechanisms. Ideally, remote access to a user’s desktop is preferred, as we have found that this is an invaluable tool for both training
and troubleshooting. and troubleshooting.
If our personnel are supplied to the client to manage the system and to provide data input, they will provide on-site first-line support and liaise with If our personnel are supplied to the client to manage the system and to provide data input, they will provide on-site first-line support and liaise with
in-house support and development teams on the client’s behalf. in-house support and development teams on the client’s behalf.
If no personnel are deployed, first-line support is conducted by phone and email and can be internally escalated to our developers and project If no personnel are deployed, first-line support is conducted by phone and email and can be internally escalated to our developers and project
management team. management team.
We develop and maintain Orbit on a continuous basis, and there is no charge for standard functional upgrades throughout the project licence period. We develop and maintain Orbit on a continuous basis, and there is no charge for standard functional upgrades throughout the project licence period.
Updates are optional and will be deployed after consultation with the client. Updates are optional and will be deployed after consultation with the client.
We have an in-house team of developers who can customise Orbit to the requirements of the client or even the project. Additional features and We have an in-house team of developers who can customise Orbit to the requirements of the client or even the project. Additional features and
functionality can be designed and created at the client’s request. functionality can be designed and created at the client’s request.

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6 SUPPORT 6 SUPPORT

The Orbit system is backed-up by 24/7 support personnel who are based in our Newcastle-upon-Tyne and Aberdeen offices. The Orbit system is backed-up by 24/7 support personnel who are based in our Newcastle-upon-Tyne and Aberdeen offices.
Support is conducted by phone or email, and support activities require remote desktop access to the Orbit database servers via VPN or other Support is conducted by phone or email, and support activities require remote desktop access to the Orbit database servers via VPN or other
remote access mechanisms. Ideally, remote access to a user’s desktop is preferred, as we have found that this is an invaluable tool for both training remote access mechanisms. Ideally, remote access to a user’s desktop is preferred, as we have found that this is an invaluable tool for both training
and troubleshooting. and troubleshooting.
If our personnel are supplied to the client to manage the system and to provide data input, they will provide on-site first-line support and liaise with If our personnel are supplied to the client to manage the system and to provide data input, they will provide on-site first-line support and liaise with
in-house support and development teams on the client’s behalf. in-house support and development teams on the client’s behalf.
If no personnel are deployed, first-line support is conducted by phone and email and can be internally escalated to our developers and project If no personnel are deployed, first-line support is conducted by phone and email and can be internally escalated to our developers and project
management team. management team.
We develop and maintain Orbit on a continuous basis, and there is no charge for standard functional upgrades throughout the project licence period. We develop and maintain Orbit on a continuous basis, and there is no charge for standard functional upgrades throughout the project licence period.
Updates are optional and will be deployed after consultation with the client. Updates are optional and will be deployed after consultation with the client.
We have an in-house team of developers who can customise Orbit to the requirements of the client or even the project. Additional features and We have an in-house team of developers who can customise Orbit to the requirements of the client or even the project. Additional features and
functionality can be designed and created at the client’s request. functionality can be designed and created at the client’s request.

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PROVISION OF TRAINED PERSONNEL
7 PROVISION OF TRAINED PERSONNEL
7

PROVISION OF TRAINED PERSONNEL


7 PROVISION OF TRAINED PERSONNEL
7

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7 PROVISION OF TRAINED PERSONNEL 7 PROVISION OF TRAINED PERSONNEL

OCCMS can provide fully trained personnel for system management and data input roles. OCCMS can provide fully trained personnel for system management and data input roles.
OCCMS retain a team of experienced Orbit system engineers, commissioning and completions engineers and data entry staff that can be seconded OCCMS retain a team of experienced Orbit system engineers, commissioning and completions engineers and data entry staff that can be seconded
to the client’s premises to manage and populate the Orbit system as required. to the client’s premises to manage and populate the Orbit system as required.

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7 PROVISION OF TRAINED PERSONNEL 7 PROVISION OF TRAINED PERSONNEL

OCCMS can provide fully trained personnel for system management and data input roles. OCCMS can provide fully trained personnel for system management and data input roles.
OCCMS retain a team of experienced Orbit system engineers, commissioning and completions engineers and data entry staff that can be seconded OCCMS retain a team of experienced Orbit system engineers, commissioning and completions engineers and data entry staff that can be seconded
to the client’s premises to manage and populate the Orbit system as required. to the client’s premises to manage and populate the Orbit system as required.

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OCCMS OFFICES AND CONTACT DETAILS
8 OCCMS OFFICES AND CONTACT DETAILS
8

OCCMS OFFICES AND CONTACT DETAILS


8 OCCMS OFFICES AND CONTACT DETAILS
8

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8 OCCMS OFFICES AND CONTACT DETAILS 8 OCCMS OFFICES AND CONTACT DETAILS

Inverness Inverness
Aberdeen Aberdeen

Houston Newcastle Houston Newcastle

Singapore Singapore

Perth Perth
Kuala Lumpur Kuala Lumpur

Aberdeen - Worldwide Support Office Inverness HQ Inverness Perth, Australia Kuala Lumpur UK Support Office Aberdeen Inverness Perth, Australia Kuala Lumpur
Support Office, 43 Dee Street Aberdeen, Orion House, Castleheather, inverness@occms.com perth@occms.com kl@occms.com Ground Floor Suite B, Lime Square Support Office, 43 Dee Street inverness@occms.com perth@occms.com kl@occms.com
AB11 6DY Inverness, UK, IV2 6AA City Road Newcastle Upon Tyne, NE1 2BA Aberdeen, AB11 6DY
26 Tel. +44 (0) 1224 333000 Tel. +44 (0) 1224 236 860 Houston, USA Singapore 26 Tel. +44 (0)191 2619577 Tel. +44 (0) 1224 333000 Houston, USA Singapore
aberdeen@occms.com inverness@occcms.com houston@occms.com singapore@occms.com newcastle@occms.com aberdeen@occms.com houston@occms.com singapore@occms.com

8 OCCMS OFFICES AND CONTACT DETAILS 8 OCCMS OFFICES AND CONTACT DETAILS

Inverness Inverness
Aberdeen Aberdeen

Houston Newcastle Houston Newcastle

Singapore Singapore

Perth Perth
Kuala Lumpur Kuala Lumpur

UK Support Office Aberdeen Inverness Perth, Australia Kuala Lumpur UK Support Office Aberdeen Inverness Perth, Australia Kuala Lumpur
Ground Floor Suite B, Lime Square Support Office, 43 Dee Street inverness@occms.com perth@occms.com kl@occms.com Ground Floor Suite B, Lime Square Support Office, 43 Dee Street inverness@occms.com perth@occms.com kl@occms.com
City Road Newcastle Upon Tyne, NE1 2BA Aberdeen, AB11 6DY City Road Newcastle Upon Tyne, NE1 2BA Aberdeen, AB11 6DY
26 Tel. +44 (0)191 2619577 Tel. +44 (0) 1224 333000 Houston, USA Singapore 26 Tel. +44 (0)191 2619577 Tel. +44 (0) 1224 333000 Houston, USA Singapore
newcastle@occms.com aberdeen@occms.com houston@occms.com singapore@occms.com newcastle@occms.com aberdeen@occms.com houston@occms.com singapore@occms.com

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