Getting Started with
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Step # 1
Select IMpartSM for Use on POL Initiation Form 000.107.F5001
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ADVICE For the Project Manager
Step # 2 • Define the IM Plan
Establish the Structure • IMpartSM is flexible • Project needs control • Use judgment
♦ Don’t delegate this activity. Stay involved. ♦ Structure the plan to reflect needs for your project ♦ Select your contracting parties carefully • Use good judgment • Not all contracts must be included • Some contracts may best be multiple parties ♦ Select IMs for each party and hold strategy meetings ♦ Select Technical Contacts for communications ♦ Use IMpartSM to reflect the plan; not to develop it ♦ Select Plant ID codes, System Codes, & Disciplines to allow sorting and overview. Don’t include everything. ♦ Decide if high security is needed for any interfaces and get a separate instance if necessary. 3
Step # 3 • Set-up IMpartSM
Input Sheet for IMpartSM Form 000.107.F5006 ♦ Contract Parties ♦ Participants ♦ Plant Identification ♦ System Codes ♦ Disciplines
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Step # 4 – Demonstration to Team Desktop • Activity List • Shared Worklist • My Request Status
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Step # 4 – Demonstration to Team
New Request • Action Item • Interface Agreement
Note: Pick List 6
Step # 4 – Demonstration to Team
Search/Print • Full Database search • Powerful filter capability
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Step # 4 – Demonstration to Team Reports • Pre-programmed Standard Reports • Customized Reports • Filters can be applied
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Step # 5 • Start Working
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