B0750CP MRC v13

Foxboro Evo™
Process Automation System
Maintenance Response Center

User's Manual
*B0750CP* *B*
B0750CP
Rev B
March 25, 2016
All rights reserved. No part of this documentation shall be
reproduced, stored in a retrieval system, or transmitted by any means,
electronic, mechanical, photocopying, recording, or otherwise,
without the prior written permission of the Invensys Systems, Inc. No
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information contained herein. Although precautions have been taken
in the preparation of this documentation, the publisher and the author
assume no responsibility for errors or omissions. Neither is any
liability assumed for damages resulting from the use of the
information contained herein.
The information in this documentation is subject to change without
notice and does not represent a commitment on the part of Invensys
Systems, Inc. The software described in this documentation is
furnished under a license or nondisclosure agreement. This software
may be used or copied only in accordance with the terms of these
agreements.
© 2016 Invensys Systems, Inc. All Rights Reserved.

Invensys is now part of Schneider Electric.
Trademarks
Schneider Electric, Invensys, Foxboro, Foxboro Evo, Foxboro Evo
logo, and I/A Series are trademarks of Schneider Electric SE, its
subsidiaries and affiliates.
All other brand names may be trademarks of their respective owners.
iii
Contents
Contents..............................................................iii
Before You Begin ................................................v

Foxboro Evo™ Maintenance Response Center ..................................... v
Revision Information.............................................................................. v
Reference Documents ............................................................................ v
CHAPTER 1: Introduction...................................1
Asset Condition Triage........................................................................... 1
Reporting................................................................................................ 2
Getting Started........................................................................................ 3
Internet Explorer Security Settings..................................................... 3
Setting System Date and Time ........................................................... 3
Accessing MRC .................................................................................. 4
Accessing Wonderware Skelta BPM .................................................. 4
CHAPTER 2: MRC Dashboard............................5

Navigation .............................................................................................. 6
Gadgets................................................................................................... 7
Recent Condition Activity .................................................................. 7
Condition Arrival Rate ....................................................................... 8
Local Weather ..................................................................................... 8
Active Conditions by Severity............................................................ 8
Shelved Conditions............................................................................. 9
CHAPTER 3: Condition Summary.................... 11

Introduction ...........................................................................................11
Tag Detail Page .................................................................................... 13
Asset Detail Dialog .............................................................................. 15
Asset Condition History ....................................................................... 17
Condition Details.................................................................................. 19
Condition Panel ................................................................................ 19
Asset Panel ....................................................................................... 20
Action Buttons .................................................................................. 20
Acknowledging Conditions.................................................................. 21
Maintenance Response Center User’s Manual – B0750CP Rev B

iv Contents
Shelving Conditions..............................................................................22
Requesting Work Orders .......................................................................23
Asset Work Order History.....................................................................25
Tag Search.............................................................................................26
CHAPTER 4: Work Orders ................................29

Introduction...........................................................................................29
Supervisor Task.....................................................................................30
Supervisor Form....................................................................................30
Supervisor Work Item Request .............................................................32
Supervisor Work Item Completed.........................................................33
Supervisor Work Item Rejected ............................................................33
Supervisor Work Item Not Completed..................................................34
Technician Task.....................................................................................34
Technician Form ...................................................................................35
Technician Work Item Assigned ...........................................................36
CHAPTER 5: Reports Portal .............................39

Introduction...........................................................................................39
Customizing Reports.............................................................................41
CHAPTER 6: Administration Portal .................43

Introduction...........................................................................................43
Application Themes Selection ..............................................................44
Role and Permissions Management ......................................................45
Creating Roles and Assigning Permissions.......................................46
Editing Roles and Assigning Permissions.........................................47
Deleting Roles ...................................................................................47
Active Directory Group and Area Assignment.....................................48
Adding Groups from Active Directory..............................................48
Assigning Roles and Areas to Groups...............................................49
Deleting Groups.................................................................................50
Index ..................................................................53

v
Before You Begin
Foxboro Evo™ Maintenance Response Center

This document summarizes the functions, features, and means of using the
Maintenance Response Center (MRC) application. It can be integrated with
any process control system.
MRC utilizes NAMUR NE 107, a standard set of symbols and status
summaries used in the self-monitoring and diagnosis of field devices,
established by the international user association NAMUR. More information
regarding NAMUR can be accessed from the web site:
http://www.namur.net/en/
Revision Information
For Revision B of this document, the following changes were made:
Chapter 2, “MRC Dashboard”
• Added Search Button in Navigation section.
Chapter 3, “Condition Summary”
• Added several new sections:
• Requesting Work Orders
• Asset Work Order History
• Tag Search
Chapter 4, “Work Orders”
This is a new chapter.
Reference Documents
Refer to the following documents for additional information:
• Maintenance Response Center Installation Guide (B0750CQ)
• Foxboro Evo Control Software Deployment Guide (B0750BA)
• Using HART Instrumentation with the Foxboro Evo Process Automation
System (B0750CM)
• Implementing FOUNDATION fieldbus in the Foxboro Evo Process
Automation System (B0750DA)
• Asset Condition Monitor Installation Guide (B0750CR)

vi Before You Begin
These documents are available in the Control Software media kit. They can be
accessed from the Global Customer Support web site:
https://support.ips.invensys.com

1
C H A P T E R 1
Introduction
This chapter discusses the basic functions and features of the Maintenance
Response Center (MRC) application.
Contents
• Asset Condition Triage
• Reporting
• Getting Started
Asset Condition Triage

The primary objective of the MRC application is to help you prioritize the
maintenance tasks required to keep your facility running efficiently and
effectively. MRC allows you to strategically and thoughtfully resolve issues,
based on context, history, and severity. With MRC, you can shelve or
acknowledge conditions, and generate reports.
MRC allows viewing condition information in context with the associated
information for the asset generating the condition. This requires that asset
information be supplied to the asset repository, usually during the asset
commissioning operation. If asset information for the tag associated with a
condition is not available when the condition arrives, the tag will be assigned
to a "dummy" asset and the full context information for the condition will not
be available.
The application provides information regarding the conditions that may have
affected devices in an effort to assist you in making any of these decisions. For
example, MRC displays the NAMUR NE 107 categories and symbols for
different levels of severity for each condition. The NAMUR NE 107 severity
categories are described in Table 1-1.

2 1. Introduction
NE 107
Category Description Symbol
Maintenance Required Output signal is valid, but
the wear reserve is nearly
exhausted or a function will
soon be restricted due to
operational conditions
(deposit build-up, for
example).
Out of Specification The device is operating
outside its specified range
or an internal diagnostic
indicates deviations from
measured or set values due
to internal problems in the
device or process
characteristics.
Function Check Output signal is
temporarily invalid.
Failure Output signal is invalid due

to malfunction in the field
device or its peripherals.
Table 1-1. NAMUR NE 107 Categories and Symbols
Reporting
In addition to storing and sorting conditions and their level of severity, MRC
allows you to generate condition reports. MRC’s reporting feature not only
provides you with a glimpse of what is currently happening with your assets,
but it also allows you to run an inquiry on the asset condition history, providing
you with more background knowledge and a broader view of the conditions,
which can better assist you in making maintenance-related decisions.
For more information on MRC’s reporting features, see Chapter 5, “Reports
Portal”.

1. Introduction 3
Getting Started
To run the MRC web application, the following browser requirements must be
met:
Device Browser
Desktop Internet Explorer 10 or
later
Windows 8.1 tablets Internet Explorer 11 or
later
iPad Safari 8.1 or later
Android tablets Chrome 40.0 or later
Internet Explorer Security Settings

Ensure that the following security options are configured, in order for MRC to
function properly:
1. Under Tools >Internet Options, select the General tab. Click the Tabs
button. Select Always open pop-ups in a new tab.
2. Under Tools>Internet Options, select the Security tab. Select Internet
Zone. Click Customize level button.
3. In Settings, under ActiveX controls and plug-ins:
• Only Allow approved domains to use ActiveX without prompt —
Set to Enable.
• Run ActiveX controls and plug-ins — Set to Enable.
4. In Settings, under Scripting:
• Active scripting — Set to Enable.
• Scripting of Java applets — Set to Enable.
5. Select the Trusted Sites Zone, and then click the Sites button.
• Add: http://<server name> to the list of trusted sites.
Setting System Date and Time

To ensure that timestamps show correctly within the MRC application, set the
Date and Time formats:
1. Navigate to the Control Panel, then click Region and Language. The
Region and Language dialog box appears.
2. From the Formats tab, select English (United States), then click Apply.

4 1. Introduction
Figure 1-1. Region and Language
Accessing MRC
In the address bar of your browser, type in the MRC web app URL:
http://<servername>/MRC
Above, <servername> represents the server where MRC Web Server is
installed. You will be asked to log in using your credentials.
Accessing Wonderware Skelta BPM

In the address bar of your browser, type in the Wonderware Skelta BPM web
app URL:
http://<servername>:8000/EnterpriseConsole
Above, <servername> represents the server where Wonderware Skelta BPM is
installed. You will be asked to log in using your credentials.

5
C H A P T E R 2
MRC Dashboard
This chapter discusses the features of the MRC Dashboard. The dashboard
serves as the home page for the application and provides an overview of all the
features and functions of MRC. It is initially displayed upon logging in to the
application via
http://<servername>/MRC
where <servername> represents the server where MRC Web Server has been
installed.
Figure 2-1. Dashboard with Gadgets Displayed
Contents
• Navigation
• Gadgets

6 2. MRC Dashboard
Navigation
The MRC dashboard contains navigation bar buttons you can use to navigate
to other parts of the MRC web application.
Figure 2-2. Administration Portal Button
Administration Portal - Brings you to a page with a number of administrative

options. See Chapter 6, “Administration Portal” for more information on how
to configure the administration settings.
Figure 2-3. Reports Portal Button
Reports Portal - Loads the reports portal where you will have access to all the
reports generated for the MRC application. For more information about this
page, see Chapter 5, “Reports Portal”.
Figure 2-4. Search Button
Search Button - Displays the Tag Search dialog where you can search for Tags
that match the search criteria. For more information about the Tag Search
dialog, see Chapter 3, “Condition Summary”.
Figure 2-5. Help Button
Help - Displays the Help Topic for the current page in a separate browser
window.
On any of these additional screens, you can navigate back to the dashboard by
selecting the Home button.
Figure 2-6. Home Button

2. MRC Dashboard 7
Home - Returns you to the MRC dashboard.
Note If you are accessing the MRC application on certain versions of iOS
tablets, it might be necessary to tap these navigation buttons twice to access the
pages. This behavior is indicated when the first tap shows the button tooltip,
the second tap is then required to initiate the button action.
Gadgets
The MRC dashboard contains shortcuts or gadgets to the tools and information
you may need to frequently access. Gadgets will be filtered, displaying
conditions only for areas associated with the group or groups to which the
current user belongs. If the current user does not have any area filters set,
conditions from all areas are shown.
Note Assigning areas to groups provides a filtering function only. It does not
restrict groups from accessing assets in other areas. If a group's role has
acknowledging or shelving permissions, a member of that group can
acknowledge or shelve conditions in any area. For more information on
assigning areas to groups, see “Assigning Roles and Areas to Groups” on
page 49.
The different gadgets available are summarized below.
Recent Condition Activity

The Recent Condition Activity gadget displays conditions for up to five
different tags. For each tag, the condition with the most recent highest severity
is displayed. In other words, a tag may have multiple conditions of various
severity levels, but the gadget only displays one: it prioritizes the condition
with the highest severity that most recently occurred.
The total number of active conditions appears in the title bar in parentheses to
inform you that there may be more active conditions than what is displayed in
the gadget. Clicking the gadget will take you to the Condition Summary page.
Figure 2-7. Recent Condition Activity Gadget
The gadget contains the following columns of information:

Severity - the NAMUR NE 107 symbol associated with the severity level. The
severity categories are described in Table 1-1, “NAMUR NE 107 Categories
and Symbols,” on page 2.

8 2. MRC Dashboard
Tag - the tag associated with the asset. Selecting on any of the tags will take
you to the Condition Summary page. See Chapter 3, “Condition Summary” for
more information.
Timestamp - the date and time displayed in local time as set by the machine
hosting the browser when the condition occurred
Message - message describing the condition
Condition Arrival Rate

This gadget displays the condition arrival summary for the last 30 days in a
line graph, with each line representing a NAMUR NE 107 category of severity.
Figure 2-8. Condition Arrival Rate Gadget
Local Weather
This gadget displays the current weather conditions for your current location
based on the internal GPS of your computer (or your IP address if the system
does not have a GPS) so you can determine if it is safe to make repairs or
conduct maintenance on equipment located outdoors.
Figure 2-9. Local Weather Gadget
Active Conditions by Severity

This gadget displays the total number of active conditions per severity
category in a bar graph, with each bar representing a NAMUR NE 107
category.

2. MRC Dashboard 9
Figure 2-10. Active Conditions by Severity
Shelved Conditions
The Shelved Conditions gadget displays the five highest priority shelved
conditions for a tag on the dashboard. The total number of shelved conditions
appears in the title bar in parentheses to inform you that there may be more
conditions that are shelved than what is displayed in the gadget. Clicking the
gadget will take you to the Shelved Conditions page.
Figure 2-11. Shelved Conditions Gadget
The gadget contains the following columns of information:

Severity - the NAMUR NE 107 symbol and severity category associated with
the condition. The severity categories are described in Table 1-1, “NAMUR
NE 107 Categories and Symbols,” on page 2.
Tag - the tag associated with the Asset. Selecting on any of the tags will take
you to the Shelved Condition page. See “Shelving Conditions” on page 22 for
more information.
Message - the condition description.
State - the condition state: will also indicate that the condition is shelved.
• Active condition will display as “Active.”
• Active/Acknowledged condition will display “Active Acked.”
• Unacknowledged/Returned to Normal condition will display an
empty value.
• Acknowledged/Returned to Normal condition will display “Acked.”
Shelved - the date and time the condition was shelved, displayed in local time
as set by the machine hosting the browser

10 2. MRC Dashboard
Duration (hrs) - Total hours for which the condition is shelved.

Time Remaining (hrs:min) - time remaining before the condition becomes
active again
For more information on how to shelve conditions, see “Shelving Conditions”
on page 22.

11
C H A P T E R 3
Condition Summary
This chapter discusses the condition summary page and its features. The page
allows you to view a summary of the most recent highest priority condition for
a tag.
Contents
• Introduction
• Tag Detail Page
• Asset Detail Dialog
• Asset Condition History
• Condition Details
• Acknowledging Conditions
• Shelving Conditions
• Requesting Work Orders
• Asset Work Order History
• Tag Search
Introduction
The Condition Summary page is similar to the Recent Condition Activity
gadget. It displays the most recent highest severity active condition for each
tag, but it also displays more columns of information. Additionally, the page
contains features for viewing asset and condition details. This information can
provide more context for decision-making on prioritizing maintenance tasks.
After logging into the MRC application, the Recent Condition Activity gadget
should be displayed on the dashboard. Select the gadget to display the
Condition Summary page as shown in Figure 3-1.

12 3. Condition Summary
Figure 3-1. Condition Summary Page
The conditions are listed in a grid initially sorted by Impact, then by Safety —
meaning that conditions with the highest impact on the plant will be displayed
first. If there are multiple pages of conditions, the page links are located under
the grid to the left of the page.
The grid contains the following columns of information:
Severity - the NAMUR NE 107 symbol associated with the severity level. The
severity categories are described in Table 1-1, “NAMUR NE 107 Categories
and Symbols,” on page 2.
Tag - the tag associated with the asset. If other conditions exist for the Asset,
the number of conditions will be displayed along with the tag name. Clicking
any of the tags will take you to the Tag Detail page. See “Tag Detail Page” on
page 13 for more information.
State - the condition state:
empty value.
Once a condition has been Acknowledged and Returned to Normal, the
condition will no longer be displayed in the grid.

3. Condition Summary 13
Area - where the device is located in the plant; only the areas assigned to the
current user's group will be shown (refer to “Assigning Roles and Areas to
Groups” on page 49)
Manufacturer - the vendor for the device
Type - the type of device
Safety - indicates if this is a safety-related device. If the device is safety-
related, Yes will be displayed in the column.
Impact - the criticality level of the device defined by the ISA 108 standard.
The criticality level can be one of the following: None, Slight, Minor,
Moderate, Major, or Massive.
Timestamp - the date and time when the condition occurred, displayed in local
time as set by the machine hosting the browser.
The following sections describe how to access the additional features that you
can access through the Condition Summary page, such as the Tag, Asset, and
Condition Details.
Tag Detail Page

The Tag Detail page (as shown in "Figure 3-2. Tag Detail Page" on page 15)
displays Asset Information such as the manufacturer, type, protocol, and
model. Below the Asset Information, a grid displays the Active Tag Conditions
for the asset. The grid contains the following columns of information:
Severity - the NAMUR NE 107 symbol associated with the level of severity.
The severity categories are described in Table 1-1, “NAMUR NE 107
Categories and Symbols,” on page 2.
Tag - the tag associated with the asset. Selecting any of the tags will bring up
the Condition Detail dialog. See “Condition Details” on page 19 for more
information.
empty value.
Once a condition has been Acknowledged and Returned to Normal, the
condition will no longer be displayed in the grid.
Area - where the device is located in the plant
Manufacturer - vendor for the device
Model - device model
Type - type of device
Timestamp - the date and time when the condition occurred. Displayed in
local time as set by the machine hosting the browser.

To acknowledge multiple conditions: Check each condition in the Active

Conditions grid and click the Ack button.
If there are multiple pages of Active Tag Conditions, a pager will appear below
the grid indicating that there are additional pages.
Below the Active Tag Conditions grid, a grid displays the Work Orders for
Active Conditions or the Asset. Once the work order is either Rejected or
Closed by the Supervisor, the work order will be removed from the grid. The
grid contains the following columns of information:
WO# - the ERP System ID
State - the state of the Work Order. The column will display one of the
following: Requested, Assigned, Completed, or Rejected.
Condition - the condition message
User Role - the role of the user that acted on the work order. The column will
display one of the following: MRC, Supervisor, or Technician.
Acted by User - the name of the user that acted on the work order
Timestamp - the date and time when the last state transition of the work order
occurred. Displayed in local time as set by the machine hosting the browser.
Comments - the work order comments. The column will display comments
from the Supervisor or comments from the Technician consisting of the
Technician Final Diagnosis and Work Performed to Resolve.
Note Above the grid, click the Create Work Order Request button to create a
new Asset work order. For more information, see “Requesting Work Orders” in
Chapter 3, “Condition Summary”

Figure 3-2. Tag Detail Page
On this page, you can access the Asset and Condition Detail dialog boxes for
more information about the asset or condition.
Asset Detail Dialog

The Asset Detail dialog (as shown in "Figure 3-4. Asset Detail Dialog" on page
17) provides detailed information about the device for the condition that
occurred.
Note Commissioning of a device to MRC is required in order to display

detailed information about the device.
Until the device is commissioned the contents of the dialog will display as
"unknown".
To access this dialog:
1. Navigate to the Condition Summary page.
2. Select any tag hyperlink in the Tag column. This will bring you to the Tag
Detail page. For more information about this page, see the section “Tag
Detail Page” on page 13.
3. On the Tag Detail page, select the View Asset Detail link (see "Figure 3-3.
View Asset Detail Link" on page 16) located in the Asset Information
section.

Figure 3-3. View Asset Detail Link
The Asset Detail dialog pops up and displays the following information:
Manufacturer - manufacturer of the device
Asset Type - type of device
Descriptor ID - the electronic descriptor for the device
Version - release version of the device
Protocol - protocol in which the device communicates
Location Description - (if available) description of where the device is
installed
Location - the latitudinal and longitudinal coordinates of where the device is
located; also displays the elevation
Serial# - serial number on the device
Safety - Indicates if this is a safety-related device. If the device is safety-
Impact - the criticality level of the device defined by the ISA 108 standard
Commissioned - the date the device was last commissioned
Age - the age of the device. The age is calculated based on the date the device
was first commissioned or a condition was first reported against the Tag.

Figure 3-4. Asset Detail Dialog
The Asset Detail dialog contains an Asset Condition History button that, when
selected, will navigate you to the Asset Condition History page. This page
provides a history of conditions associated with the tag. Also in the Asset
Detail dialog is the Asset Work Order History button, which displays the Asset
Work Order History page. For more information, refer to “Asset Work Order
History” in Chapter 3, “Condition Summary”.
Asset Condition History

In the MRC application, you can view a log of conditions associated with the
asset in the Asset Condition History section. The history provides you with
information that helps in evaluating the state and performance of an asset over
time.
To access the Asset Condition History page:
1. Follow the instructions for accessing the Asset Detail dialog in “Asset
Detail Dialog” on page 15.
2. Select the Asset Condition History button (as shown in "Figure 3-4.
Asset Detail Dialog" on page 17).
The Asset Condition History page is displayed and shows the following
information:
Severity - NAMUR NE 107 symbol and severity category associated with the
condition

Tag - Tag associated with the asset.

Message - Condition description
Area - Device location within the plant
State - the condition state: will also indicate if the condition was shelved.
empty value.
• Acknowledged/Returned to Normal condition will display “Acked”.
Timestamp - the date and time when the condition state changed. Displayed in
Figure 3-5. Asset Condition History Page
The Condition Summary page (shown in "Figure 3-1. Condition Summary

Page" on page 12) only shows tags with active conditions. If you want to see
the asset condition history for an asset where the tag presently does not have an
active condition, you can use the Tag Search dialog. Clicking on the Tag in the
Tag Search Results grid will navigate you to the Assets Tag Detail page (as
shown in "Figure 3-2. Tag Detail Page" on page 15). The page will be empty
but you can select the View Asset Detail link. From there, you can select the
Asset Condition History button.

Condition Details
The MRC application provides detailed descriptions of the tag condition in an
effort to provide you with a full condition context. You can view these details
by accessing the Condition Detail dialog box.
To view the tag condition details:
1. Navigate to the Condition Summary page by selecting the Recent
Condition Activity gadget on the dashboard.
2. Click any tag hyperlink in the Tag column. This will bring you to the Tag
Detail page. For more information about this page, see the section “Tag
Detail Page” on page 13.
3. On the Tag Detail page, select any of the tag hyperlinks in the Active Tag
Conditions grid.
The Condition Detail dialog is displayed.
Figure 3-6. Condition Detail Dialog
The Condition Detail dialog contains two panels and has buttons to
Acknowledge, Shelve, or request a Work Order for the condition.
Condition Panel
The Condition panel describes the condition and contains the following
information:
Message - the message describing the condition
Type - The condition type.
Area - location of the device in the plant
Severity - the NAMUR NE 107 symbol and severity category associated with
the condition. The severity categories are described in Table 1-1, “NAMUR
NE 107 Categories and Symbols,” on page 2.


empty value.
Recommended Action - recommended action to remedy the condition
Asset Panel
The Asset Panel describes the asset for which the condition occurred and
contains the following information:
Manufacturer - manufacturer of the device
Asset Type - type of device
Descriptor ID - the electronic descriptor for the device
Version - release version of the device
Protocol - protocol in which the device communicates
Location Description - (if available) description of where the device is
installed
Location - the latitudinal and longitudinal coordinates of where the device is
located; also displays the elevation if available
Serial# - serial number on the device
Safety - indicates if this is a safety-related device. If the device is safety-
Impact - the criticality level of the device defined by the ISA 108 standard.
Commissioned - the date the device was last commissioned.
Age - the age of the device. The age is calculated based on the date the device
was first commissioned or a condition was first reported against the Tag.
Action Buttons
Under the Condition, there are three buttons in the Condition Detail dialog that
provide further action:
Ack - allows you to acknowledge the condition.
Shelve - allows you to shelve the condition; see “Shelving Conditions” on
page 22 for more information on how to shelve conditions.
Create Work Order Request - allows you to create a work order for the
condition; see “Requesting Work Orders” on page 23 for more information on
how to create a work order.

Note Roles must be configured and assigned to users if you want them to
perform these actions. See “Role and Permissions Management” on page 45
for more information.
Acknowledging Conditions
The MRC application does not acknowledge conditions. Rather, it sends a
request to a remote condition acknowledgment service running in the condition
monitoring adapter on the source process control system. The actual condition
acknowledgment is performed by the condition management component of the
source process control system. The source process control system condition
management component will then generate an acknowledgment state change
for the condition. The condition monitoring adapter will then forward the
acknowledgment on to the MRC. Only after this occurs is the change in the
state of the condition visible in MRC.
If the MRC cannot communicate with the remote condition acknowledgment
service for any reason, the condition will not be acknowledged and the state of
the condition in the MRC application will not change.
To acknowledge conditions:
1. Select the Ack action button in the condition details window.
2. A new pop-up window displays. Type in any comments (optional) and
confirm acknowledgement by selecting the Ack button.
To acknowledge multiple conditions:
1. On the Tag Detail page; in the Active Conditions grid, check each
condition that you want to acknowledge; and click the Ack button on the
Tag Detail page.
2. A new pop-up window displays. Type in any comments (optional) and
confirm acknowledgement by selecting the Ack button.
Figure 3-7. Acknowledge Condition Pop-up

Shelving Conditions
To shelve the condition:
1. Select the Shelve action button in the Condition Detail dialog. The
“Shelve Condition Pop-up” dialog displays (Figure 3-8), presenting
choices for shelve durations.
2. Select the shelve duration time desired and select the Shelve button.
Figure 3-8. Shelve Condition Pop-up
The shelved condition will no longer appear in the Active Conditions grid on
the Tag Detail page. It will now appear in the shelved conditions gadget on the
dashboard. It will also appear on the Shelved Conditions page, which you can
access through the gadget.
Unshelving Conditions
To unshelve a condition:
1. From the Dashboard, select the Shelved Conditions gadget to access the
Shelved Conditions page.
2. On the Shelved Conditions page, select the check box next to the
condition (or conditions) you would like to unshelve.
3. Select the Unshelve button.

Figure 3-9. Unshelving Conditions
The condition(s) will disappear from the Shelved Conditions grid on the page
and in the gadget. They will instead appear in the Active Conditions grid on the
Tag Detail page and gadget.
Requesting Work Orders

The condition will automatically be acknowledged as part of the work order
request. Refer to “Acknowledging Conditions” on page 21 for more
information.
To create a work order request for a condition:
1. Select the Create Work Order Request action button in the Condition
Detail dialog. The Request Work Order dialog will be displayed.
The dialog displays the same information as shown in the Condition Detail
dialog.
The Subject is initially populated with the condition message.
2. Enter a comment for the Supervisor, and click Submit, to request a work
order for the Active Condition.

Figure 3-10. Active Condition Work Order Request
To create a work order request for an Asset:

1. Select the Create Work Order Request action button in the Tag Detail
page above the Work Orders grid.
The dialog will display only Asset information as shown in the Condition
Detail dialog.
2. Enter a subject and comment for the Supervisor, and then click Submit, to
request a work order for the Asset.
A work order request condition will be generated with a state of
WorkOrder. This is not an Active Condition, and will only be seen in the
Asset Condition History page.

Figure 3-11. Asset Work Order Request
Once the work order has been submitted to Wonderware Skelta BPM, a work
order entry will be displayed in the Work Orders grid on the Tag Detail page.
Refer to Chapter 4, “Work Orders” for assigning the Work Order task to a
Technician.
As the work order task state changes, updates will be sent to MRC and
reflected in the Work Orders grid. The Work Order will be removed from the
grid if the Work Order task has been either rejected or closed by the
Supervisor.
Asset Work Order History

In the MRC application, you can view a log of work orders associated with the
asset in the Asset Work Order History section. The history provides you with
information about work that has been performed on the Asset over time. If
there are multiple pages of Asset Work Order History, a pager will appear
below the grid, indicating that there are additional pages.
To access the Asset Work Order History page:
1. Follow the instructions for accessing the Asset Detail dialog in “Asset
Detail Dialog” on page 15.
2. Select the Asset Work Order History button (as shown in "Figure 3-4.
Asset Detail Dialog" on page 17).
The Asset Work Order History page is displayed and shows the following
information:
WO# -the ERP System Id
Tag - the tag associated with the asset
Condition - the condition message

Area - where the device is located in the plant

User Role - the role of the user that acted on the work order. The column will
display one of the following: MRC, Supervisor, or Technician.
Acted by User - the name of the user that acted on the work order
Comments - the work order comments. The column will display comments
from the Supervisor or comments from the Technician consisting of the
"Technician Final Diagnosis" and "Work Performed to Resolve."
State - the work order state transition
Timestamp - the date and time of the work order state change. Displayed in
Figure 3-12. Asset Work Order History
Tag Search
The search button allows you to search for a Tag and display its Tag Detail
page. If the asset has not been commissioned or had a condition reported,
navigation to the Asset’s Tag Detail page is not possible.
To search for a Tag:
1. Click the Search button:

The Search dialog will be displayed. A minimum of 3 characters must be

entered for the Search button to be enabled. You can enter a maximum of
100 characters.
Figure 3-13. Tag Search Dialog Box
2. Enter any number of characters with which the tag name starts, and click
Search.
The results of the search will be displayed in the Tag Search Results grid.
A maximum of 15 results will be displayed.
The Tag Search Result grid will contain the following information:
Tag - Tag associated with the asset. Clicking any of the tags will take you to
the Tag Detail page. See “Tag Detail Page” on page 13 for more information.
Manufacturer - the vendor of the device
Type - the type of the device.
Area - Device location within the plant
Figure 3-14. Tag Search Results Grid


29
C H A P T E R 4
Work Orders
This chapter discusses the workflow process in Wonderware Skelta BPM to

automate the MRC Work Order process.
Contents
• Introduction
• Supervisor Task
• Supervisor Form
• Supervisor Work Item Request
• Supervisor Work Item Completed
• Supervisor Work Item Rejected
• Supervisor Work Item Not Completed
• Technician Task
• Technician Form
• Technician Work Item Assigned
Introduction
Wonderware Skelta BPM is a BPM workflow software that enables business
users to design and deploy BPM workflow applications. A workflow process
has been designed in Wonderware Skelta BPM to automate the MRC Work
Order process. Work Orders are requested by MRC, for a Condition or Asset,
and the Work Order task is created in Wonderware Skelta BPM. The work
order process is handled entirely by Wonderware Skelta BPM. As the work
order task transitions through the workflow process states, updates are sent to
MRC and can be viewed on the Asset's Tag Detail page.
The Skelta Workflow described in this section is the default workflow installed
out of the box with MRC. However, within Skelta, the workflow can be highly
customized to suit the user’s needs. For more information, refer to
http://sun.skelta.com.

30 4. Work Orders
Supervisor Task
The Supervisor is responsible for reviewing the Work Order request and
assigning the Work Order task to a Technician. When a Work Order request is
triggered in MRC, the Work Order request gets assigned to a user that is a
member of "ERP Supervisors" group in Active Directory. The assignment is
handled in Wonderware Skelta BPM by its queue management system, using
“Round Robin.”
Upon logging into Wonderware Skelta BPM as a Supervisor, the Supervisor is
able to view Work Order tasks in their inbox.
Figure 4-1. Supervisor View of Work Order Tasks in Inbox
The Work Item Inbox header displays the following information about the
work order task:
Subject – work order
Subject Line – the message that describes the condition
Severity – the severity category associated with the condition
Status – the status of the work order
Task – The work order task will be displayed as Supervisor Task
AssignedOn – Timestamp of the work order task
Supervisor Form
The Supervisor Form is displayed upon clicking a work order task in the inbox.
The Form displays the following information:
Subject – The subject of the work order, generally will be the condition
message.

4. Work Orders 31
Asset and Asset Class – contain information about the Asset such as the
manufacturer, model, and type for which the condition occurred.
Condition – contains information about the condition that was reported by the
Asset, such as the message and severity.
The Work Order State is shown as Requested.
The Supervisor must select a Technician from the Technician drop-down list,
in order to assign the work order task. The drop-down list is populated with
user accounts that are members of ERP Technicians group in Active Directory.
The Supervisor can add additional comments for the Technician.
The Technician Final Diagnosis and Work Performed to Resolve will be
read-only for the Supervisor.

32 4. Work Orders
Figure 4-2. Supervisor Work Order
Supervisor Work Item Request

Upon displaying the Supervisor Form for the Work Order Request, the
Supervisor can perform the following actions:
• Supervisor can enter or update comments in the Comments text box.

4. Work Orders 33
• Supervisor can choose a Technician from the Technician drop-down list,

and assign the work order task by clicking the Assign button.
• Supervisor can reject the work order task by clicking the Reject button.
The Close button is disabled for work order requests.
Supervisor Work Item Completed

Upon displaying the Supervisor Form for a Work Order that has been
Completed by a Technician, the Supervisor can perform the following actions:
• Supervisor can review the Technician Final Diagnosis and Work
Performed to Resolve.
• Supervisor can update the Comments if they are planning to Assign the
work order task back to the Technician or another Technician.
• Supervisor can choose another Technician from the Technician drop-down
list, to work on the work order task.
• Supervisor can click the Close button to end the workflow process for the
work order task.
• Supervisor can click the Assign button if more work is needed. Upon
clicking the Assign button, if the work order task is assigned to a different
Technician, an email notification will be sent to the original Technician,
stating that the Work Order has been reassigned.
The Reject button will be disabled. The Supervisor will not be allowed to
reject a completed work order task.
Supervisor Work Item Rejected

Upon displaying the Supervisor Form for a Work Order that has been Rejected
by a Technician, the Supervisor can perform the following actions:
• Supervisor can click the Reject button to end the workflow process for the
work order task.
stating the Work Order has been reassigned.
The Close button will be disabled. The Supervisor will not be allowed to
close a rejected work order task.

34 4. Work Orders
Supervisor Work Item Not Completed

In case a Technician has not completed the work order task within 24 hours,
the work order task will be reassigned back to the Supervisor. Upon displaying
the Supervisor Form for a Work Order that has not been completed by the
assigned Technician, the Supervisor can perform the following actions:
• An email notification will be sent to the Technician stating the Work Order
task has been reassigned back to the Supervisor.
• Supervisor can click the Reject button to end the workflow process for the
work order task.
stating that the Work Order has been reassigned.
The Close button will be disabled.
Technician Task
The Technician is responsible for completing work order tasks that have been
assigned by their Supervisor.
Upon logging into Wonderware Skelta BPM as a Technician, the Technician is
able to view Work Order tasks in their inbox.
Figure 4-3. Technician View of Work Order Tasks in Inbox

4. Work Orders 35
The Work Item Inbox header displays the following information about the
work order task:
Subject – work order
Subject Line – the message that describes the condition
Severity – the severity category associated with the condition
Status – the status of the work order
Task – The work order Task will be displayed as Technician Task.
AssignedOn – timestamp of the work order task
Technician Form
The Technician Form is displayed upon clicking a work order task in the inbox.
The Form displays the following information:
Subject – The subject of the work order, generally, will be the condition
message.
Asset and Asset Class – contain information about the Asset, such as the
manufacturer, model, and type for which the condition occurred.
Condition – contains information about the condition that was reported by the
Asset, such as the message and severity.
The Work Order State is shown as Assigned.
The Supervisor name is displayed so that the Technician knows who assigned
the work order task to them.
Prior to completing the work order task, the Technician must fill in Technician
Final Diagnosis and Work Performed to Resolve.

36 4. Work Orders
Figure 4-4. Technician Work Order

4. Work Orders 37
Technician Work Item Assigned

Upon displaying the Technician Form for a Work Order that has been Assigned
by a Supervisor, the Technician can perform the following actions:
• The Technician can fill in fields Technician Final Diagnosis and Work
• The Technician can click the Update button, which will send an email
notification to their Supervisor with information from fields Technician
Final Diagnosis and Work Performed to Resolve.
• The Technician can click the Reject button if they feel there is no work to
be done for this work order task. The work order task will be assigned
back to the Supervisor, in which the Supervisor can reject or reassign the
work order task.
• The Technician can click the Complete button. The work order task will
be assigned back to the Supervisor for closure.

38 4. Work Orders

39
C H A P T E R 5
Reports Portal
This chapter explains the functions you will find in the Reports Portal of MRC.
Contents
• Introduction
• Customizing Reports
Introduction
The reports portal allows you to access different types of reports. The page can
be accessed by selecting the Reports button.
Figure 5-1. Reports Portal Button
The reports page displays all available reports as tiles, as shown in "Figure 5-2.
Reports Page" on page 40.
Reports added to the "MRC Reports" SQL Server Reporting Services (SSRS)
folder are shown here automatically. This allows adding new MRC reports
created with Report builder to be accessible from the reports portal.
Note Creation of custom reports requires a moderate to advanced level of

understanding of SSRS and its associated report building tools and is not
covered in this document.

40 5. Reports Portal
Figure 5-2. Reports Page
Selecting one of these tiles will display the report in a separate browser
window (see "Figure 5-3. Report in a Separate Window" on page 40), allowing
you to view multiple reports at once.
Figure 5-3. Report in a Separate Window

5. Reports Portal 41
Customizing Reports
At the top of each report window, you will see the SSRS toolbar (Figure 5-4).
This allows you to customize the report. You can generate a report with the
following customized filters:
Start Date/End Date - allows you to specify a range of dates in a query for
active conditions
Start/End Time - allows you to specify the Start and End Time in UTC within
the date range query
Areas - allows you to specify the area(s) to filter
Tags - allows you to specify the tag(s) to filter
Figure 5-4. SSRS Toolbar
Once you finish setting up your search criteria, select the View Report button
and the report window below will refresh with the results of your query.

42 5. Reports Portal

43
C H A P T E R 6
Administration Portal
This chapter explains the functions you will find in the Administration portal
of MRC.
Contents
• Introduction
• Application Themes Selection
• Role and Permissions Management
• Active Directory Group and Area Assignment
Introduction
You can access administrative options such as theme selection, roles and
permissions, and Active Directory group and area assignments from the
Administration Portal.
To view the portal, select the Administration Portal button.
Figure 6-1. Administration Portal Button
In the Administration Portal, the administrative options are sorted into three
categories: General Settings, Roles, and Manage Groups.

44 6. Administration Portal
Figure 6-2. Administration Portal
The following sections describe the three areas of configuration found in the
Administration Portal.
Application Themes Selection

In the General Settings section, you can change the application's theme. There
are two themes to choose from, light or dark. To change the theme, select one
from the drop-down menu of available themes (see "Figure 6-3. Selecting an
Application Theme" on page 45) and select Apply.

6. Administration Portal 45
Figure 6-3. Selecting an Application Theme
The page should reload with the selected theme as shown in Figure 6-4.
Figure 6-4. MRC with Schneider Electric Light Theme Loaded
Role and Permissions Management

MRC administrators can create application roles and assign permissions to
those roles. Once a role has been created, administrators can modify the
permissions on an existing role, which allows them to modify security without
having to delete and re-create roles.

Figure 6-5. Role Management Area
Creating Roles and Assigning Permissions

1. To create a Role, expand the Roles accordion.
2. Select the Add Role button. The Add Role dialog box (see "Figure 6-6.
Adding a Role" on page 46) will appear.
3. Type the desired role name into the Role Name field.
4. Select the check boxes next to the permissions you wish to grant to the
role.
5. Select Save.
The grid in the Roles section should display the role and permissions added.
Figure 6-6. Adding a Role

Editing Roles and Assigning Permissions

1. To edit a Role, expand the Roles accordion.
2. Select the hyperlinked role that you would like to edit. The Edit Role
dialog box will appear (Figure 6-7).
3. Change the permissions as desired.
Note The Role Name cannot be edited. In order to change the Role Name, the
role will need to be deleted and recreated with the new name. See “Deleting
Roles” on page 47 for information on how to delete roles.
4. Select Apply.
The grid in the Roles section should display the role and permissions with the
updated settings.
Figure 6-7. Editing a Role
Deleting Roles
1. To delete a Role, expand the Roles accordion.
2. Select the Delete hyperlink next to the role that you would like to delete.
Figure 6-8. Deleting a Role
3. Select OK in the confirmation dialog box that pops up.

Figure 6-9. Delete Role Confirmation Dialog Box
The grid in the Roles section should no longer display the role that has been
deleted.
Active Directory Group and Area Assignment

Once you have created roles, you can assign Active Directory groups to those
roles, which allows you to manage your users and permissions more
efficiently. You can then assign the groups to a specific area of the plant, to
show only those areas to members of those groups, so that they may focus on
the conditions of specific devices in that location.
Figure 6-10. Manage Group Section

Adding Groups from Active Directory

1. To add a Group, expand the Manage Groups accordion.
2. Select the Add button. The Add Group dialog box will appear
(Figure 6-11).
3. Select the desired domain from the drop-down menu from which you
would like to add the group.
4. Select the check box next to the desired group name you would like to
add. You can add only one group at a time.
5. Select Save.
The grid in the Groups section should display the group, roles, and areas
added.
Figure 6-11. Adding a Group
Assigning Roles and Areas to Groups

You can assign roles and areas
1. To assign/edit a Group, expand the Manage Groups accordion.
2. Select the hyperlinked name of the group you would like to edit. The
Group Role and Areas dialog box will appear (see "Figure 6-12. Editing
the Role and Areas for a Group" on page 50).
3. Select the desired role from the Select Role drop-down menu.
4. Select the check boxes next to the areas to which you would like to assign
the group.
Note An area only becomes available to assign to a group in the MRC

application once a condition has been received from a device assigned to the
area OR once a device that is assigned to the Area has been commissioned.

Note If no check boxes are selected, the group will be able to see conditions
from all areas.
5. Select Apply.
The grid in the Groups section should display the group, roles, and areas with
the updated settings. When users from a group log in to MRC, they will see the
conditions for the areas to which they are assigned in the condition summary
and in the dashboard gadgets.
Figure 6-12. Editing the Role and Areas for a Group
Deleting Groups
1. To delete a group, expand the Manage Groups accordion.
2. Highlight the row for the group you would like to delete. You must select
the area around the group name to highlight it. If you select the
hyperlinked group name, the group details dialog box will pop up.
3. With the group entry highlighted, select Remove.

Figure 6-13. Selecting a Group to Remove
4. Select OK in the confirmation dialog box that pops up.
Figure 6-14. Remove Group Confirmation Dialog Box
The grid in the Groups section should no longer display the group that has been
deleted.


53
Index
A
Asset Condition Triage 1
Asset Work Order History 25
C
Condition Details 19
Action Buttons 20
Asset Panel 20
Condition Panel 19
Condition Summary 7
Conditions
Shelving 22
Unshelving 22
D
Dashboard 5
G
Gadgets 7
Condition Arrival Rate 8
Local Weather 8
Recent Condition Activity 7
Shelved Conditions 9
N
Navigation Buttons 6
R
Reporting 2
Reports
Customizing 41
S
Shelving Conditions 22
T
Tag Search 26
U
Unshelving Conditions 22
W
Work Order, Request 23
Work Orders 29
Supervisor Form 30
Supervisor Task 30
Supervisor Work Item Completed 33
Supervisor Work Item Not Completed 34
Supervisor Work Item Rejected 33
Supervisor Work Item Request 32
Technician Form 35
Technician Task 34

54 Index
Technician Work Item Assigned 36

Index 55

Invensys Systems, Inc.
38 Neponset Avenue
Foxborough, MA 02035-2037
United States of America
www.schneider-electric.com
Global Customer Support

Inside U.S.: 1-866-746-6477
Outside U.S.: 1-508-549-2424
Website: https://support.ips.invensys.com

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Process Automation System

Maintenance Response Center

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Before You Begin ................................................v

CHAPTER 2: MRC Dashboard............................5

CHAPTER 3: Condition Summary.................... 11

Maintenance Response Center User’s Manual – B0750CP Rev B

CHAPTER 4: Work Orders ................................29

CHAPTER 5: Reports Portal .............................39

CHAPTER 6: Administration Portal .................43

Maintenance Response Center User’s Manual – B0750CP Rev B

Before You Begin

Foxboro Evo™ Maintenance Response Center

Maintenance Response Center User’s Manual – B0750CP Rev B

Maintenance Response Center User’s Manual – B0750CP Rev B

Asset Condition Triage

Maintenance Response Center User’s Manual – B0750CP Rev B

Failure Output signal is invalid due

Table 1-1. NAMUR NE 107 Categories and Symbols

Maintenance Response Center User’s Manual – B0750CP Rev B

Internet Explorer Security Settings

Setting System Date and Time

Maintenance Response Center User’s Manual – B0750CP Rev B

Figure 1-1. Region and Language

Accessing Wonderware Skelta BPM

Maintenance Response Center User’s Manual – B0750CP Rev B

Figure 2-1. Dashboard with Gadgets Displayed

Maintenance Response Center User’s Manual – B0750CP Rev B

Figure 2-2. Administration Portal Button

Administration Portal - Brings you to a page with a number of administrative

Figure 2-3. Reports Portal Button

Figure 2-4. Search Button

Figure 2-5. Help Button

Figure 2-6. Home Button

Maintenance Response Center User’s Manual – B0750CP Rev B

Home - Returns you to the MRC dashboard.

The different gadgets available are summarized below.

Recent Condition Activity

Figure 2-7. Recent Condition Activity Gadget

The gadget contains the following columns of information:

Maintenance Response Center User’s Manual – B0750CP Rev B

Condition Arrival Rate

Figure 2-8. Condition Arrival Rate Gadget

Figure 2-9. Local Weather Gadget

Active Conditions by Severity

Maintenance Response Center User’s Manual – B0750CP Rev B

Figure 2-10. Active Conditions by Severity

Figure 2-11. Shelved Conditions Gadget

The gadget contains the following columns of information:

Maintenance Response Center User’s Manual – B0750CP Rev B

Duration (hrs) - Total hours for which the condition is shelved.

Maintenance Response Center User’s Manual – B0750CP Rev B

Maintenance Response Center User’s Manual – B0750CP Rev B

Figure 3-1. Condition Summary Page

Maintenance Response Center User’s Manual – B0750CP Rev B

Tag Detail Page

Maintenance Response Center User’s Manual – B0750CP Rev B

To acknowledge multiple conditions: Check each condition in the Active

Maintenance Response Center User’s Manual – B0750CP Rev B

Figure 3-2. Tag Detail Page

Asset Detail Dialog

Note Commissioning of a device to MRC is required in order to display