ITER_D_35P3NM v. 1.

ITER CAD Manual

Section 4-1 Design Task Monitoring

Abstract

This document describes the design task monitoring processes in the IO DO.

External Number: Date: 08/01/2010

Name Affiliation
Author J.G. Mann & W. Werner C.I.E. Design Office
Reviewers G. Dalle Carbonare C.I.E. Design Office
H. Heidl C.I.E. Design Office
F. Lassueur C.I.E. Design Office
Approver E. Martin C.I.E. Design Office
 IDM No : ITER_D_35P3NM v. 1.0

Major Changes

Version Date Location What

Section 4-1 Design Task Monitoring Page 2 of 8

 IDM No : ITER_D_35P3NM v. 1.0

Table of Contents

4.1 Design Task Monitoring .......................................................................................... 4

4.1.1 Design Work Order (DWO) process .................................................................. 4
4.1.2 Design Work Report (DWR) process................................................................. 6
4.1.3 Model & drawing checking process (IO + DA)................................................. 6
4.1.4 Design specifications for DO staffing................................................................ 6
4.1.5 Scheduling of the design tasks ........................................................................... 6
4.1.6 Design work performed by the IO...................................................................... 6
4.1.7 Design work carried out by Engineering Companies......................................... 7
4.1.8 Design work carried out by the DA ................................................................... 7
4.1.9 Design Log Book ............................................................................................... 7
4.1.10 Technical Coordination Meeting (TCM) ........................................................... 7
4.1.10.1 Topics covered in the TCM........................................................................ 7
4.1.10.2 Preparation for the TCM. ........................................................................... 8
4.1.11 IO CAD log-book for reporting CAD system mal-functions............................. 8

List of Figures
Figure 4.1-1 The DWO Approval Process______________________________________ 5
Figure 4.1-2 Example of the DWO Status Table _________________________________ 6
Figure 4.1-3 The TCM Presentation Process ____________________________________ 8

Section 4-1 Design Task Monitoring Page 3 of 8

 IDM No : ITER_D_35P3NM v. 1.0

4.1 Design Task Monitoring

Various processes have been put in place in the IO DO to schedule, monitor, control and
record the design tasks.

Abbreviations used in this document

CAD = Computer Aided Design
CCB2 = Configuration Control Board 2 meeting
CDC = CAD and Design Coordination division
CIE = Office for Central Integration and Engineering
CMPC = CAD Manual and Processes Coordinator
CV5 = Catia V5
DA = Domestic Agency
DDG = Deputy Director General
DIN = Design INtegration
DO = Design Office
DOSL = Design Office Section Leader
DWM = Design Work Management system
DWR = Design Work Report
EV5 = Enovia V5
FEM = Finite Element Analysis
IDM = ITER Document Management system
IO = ITER Organization
LCA = Life-Cycle Application (ENOVIA)
PBS = Plant Breakdown Structure
RE = Responsible Engineer
RO = Responsible Officer
TCM = Technical Coordination Meeting
TI = Technical Integration

4.1.1 Design Work Order (DWO) process

The DWO is the IO DO Management tool used to request and describe a CAD Design /
Engineering / Analysis task or study.
All Design tasks, Engineering tasks, Analysis tasks and studies completed in the IO DO or by
the DA on behalf of the IO DO or by the IO DO on behalf of the DA DO, require that the
DWO is approved by the DDG prior to the starting of the task or study.
The RE (or their representative) of the DWO shall present the DWO at the review meeting.
When the DWO task is to be carried out by a DA, after the IO review meeting the DWO is
sent to the DA for consideration/acceptance before the DWO can be approved by the DDG.
The DWO are created using the Design Work Management system (DWM) that is a part of
the ITER Collaborative Platform (ICP).
Here is the hyperlink to the DWM system: Design Work Management System
https://user.iter.org/?uid=2LMZ57

The DWO includes the following information:

• A detailed description of the task to be completed. Including a profile for a requested
Engineer/Analyst resource.
• The deliverables required at the completion of the DWO.

Section 4-1 Design Task Monitoring Page 4 of 8

 IDM No : ITER_D_35P3NM v. 1.0

• Requested resources and type of resources.

• Requested start date.
• Requested completion date.
• The persons directly involved in the task – RE, RO, DH, DO management, DA TA
TO & DA RO (when appropriate– DWO for a DA), DDG.
• The interfaces affected by the task – the Interfacing systems, Interface RO, TI
members, Safety & Quality members, other persons to be informed and other DA
members (when an interface is involved).
• The Classifications – QA, RH, Safety, Seismic, Vacuum…
• The planning, meeting schedule, design reviews…
• Figures to assist in describing the deliverables
• For a DWO Extension – links to the Previous DWO and the DWR

The DWO is created and Signed by the Responsible Engineer (RE), Countersigned by his line
management, Reviewed at the DWO Review meeting, Reviewed/Accepted/Rejected by the
DA (when appropriate – DWO for a DA) and Approved by the DDG of the RE.
The DO (or DA when appropriate – DWO for a DA) will assign the resources after DDG
Approval to complete the DWO.
The process is shown in Figure 4.1-1

The DWO process is controlled by the DWO Approval Procedure (2EKCVK)

Figure 4.1-1 The DWO Approval Process

A how to document can be found in IDM by using the following hyperlink:

DWO - How to Complete the Form (2ACEUR)

Section 4-1 Design Task Monitoring Page 5 of 8

 IDM No : ITER_D_35P3NM v. 1.0

4.1.2 Design Work Report (DWR) process

The DWR is created by the RE (or their representative) immediately after the approval of the
DWO and is used to record the following:
• The Kick of meeting report
• The intermediate meeting reports
• The End of DWO report
• Links to the weekly DWO reports.
• …
Upon completion of the DWO task the DWR is recorded on the DWO. The DWO is the
promoted to ‘Completed’ status in the DWM system.
The DWR template can be found in IDM by using the following hyperlink:
DWR - Design Work Report (2EK2AU)

4.1.3 Model & drawing checking process (IO + DA)

This sub-section to be developed

4.1.4 Design specifications for DO staffing

This sub-section to be developed

4.1.5 Scheduling of the design tasks

A design task monitoring table (DWO Status Table) has been developed to show the schedule
and monitor the DWO tasks assigned to each designer. Currently the monitoring table is in
MS excel format, but in the future will probably be web-based.
The document is kept up-to-date on a daily basis by the DO support staff for the DOSL. As
this is a live document, it is not stored in the ITER Document Management system (IDM), but
is stored in the DO management area and is backed up every night to protect the data.
The table shows for each DO member their current design tasks and schedule. An example of
a portion of the table is shown in Figure 4.1-2.

Figure 4.1-2 Example of the DWO Status Table

4.1.6 Design work performed by the IO

Design tasks carried out by IO DO members are under the control of the DWO process.
Before a design task can be started by a designer, a completed DWO must have been
approved in DWM. A copy of the DWO should be sent to the designer before the task begins.

Section 4-1 Design Task Monitoring Page 6 of 8

 IDM No : ITER_D_35P3NM v. 1.0

The DWO is the instruction needed by the designer to start and complete the design task. Any
additional information not given by the DWO is the responsibility of the RO to inform the
designer.

4.1.7 Design work carried out by Engineering Companies

External engineering companies are used by the IO DO to provide specialist staffing. These
companies work to a design specification drawn up by the IO DO. The contract may call for
staff to be placed in the IO DO or work off-site in a collaboration mode. Only design tasks
within the scope of the contract can be carried out by the engineering company designer.
Before a design task can be started by an EXT designer, a completed DWO must have been
approved in DWM and agreed to by the engineering company.

4.1.8 Design work carried out by the DA

Refer to the Protocol of Design Collaboration (24P2F6)

4.1.9 Design Log Book

The design log book is used to record major changes (version) of a Workpackage. Refer to
Change Management (Minor & Major) Section 5.13 for an explanation of major change.
Each Workpackage uses a separate log book. The log book is an excel spreadsheet and shows
the following information:
LCA i/d No.
Part Name
DWO No.
Modification description
Part version
Links to IDM documents.
The Design Log Book template is available in IDM. See Design Log Book = 2ABYKU

4.1.10 Technical Coordination Meeting (TCM)

The TCM is the tool used by the IO DO and TI to inform the project of the current status of
the design work. The meeting is held monthly (when possible).
Each DOSL makes a presentation of the current design tasks in their design section,
graphically describing the work carried out since the last meeting.
The DOH makes a presentation on the DO Organization.
Each DA DO is invited to provide a presentation of their tasks.
The presentations use the MS PowerPoint format.

4.1.10.1 Topics covered in the TCM.

The following are the main topics covered:
• The design work carried out since the last TCM.
• The questions/problems to be solved for the current work.
• The new DWO approved for the designers.
• Developments in the CAD software.
• Meetings/Conferences attended IO DO members since the last TCM meeting.
• Upcoming meetings/Conferences.
• Staff movements.
• Items of general interest to the participants.
• DWO scheduling and progress.

Section 4-1 Design Task Monitoring Page 7 of 8

 IDM No : ITER_D_35P3NM v. 1.0

4.1.10.2 Preparation for the TCM.

The TCM preparation process is shown in Figure 4.1-3

Figure 4.1-3 The TCM Presentation Process

4.1.11 IO CAD log-book for reporting CAD system mal-functions

This sub-section to be developed

Section 4-1 Design Task Monitoring Page 8 of 8