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Procedures
MSC-PRO-ENG-440Engineering Document Change
Revision 3, Change 0
Published: 09/24/2018Effective: 09/24/2018
Program: EngineeringTopic: Engineering
Subject Matter Expert: Dodd, EdwinFunctional Manager: Ryan, Grant
Use Type: MCP-Management ControlProcedure
*MSAPS.MSC-PRO-ENG-440*
Approved for Public Release; Further Dissemination Unlimited
Not Required : Excluded from USQExclusion Reason: MSA Facilities are non-nuclear and excluded from USQ
JHA: Administrative Periodic Review Due Date:09/24/2023Rev. 3, Chg. 0
Change Summary
Description of Change
This is a complete revision to implement the new electronic approval process.
NOTE: Employees may print off this document for reference purposes but are responsible to check MSA PS to ensure themost current version is used to prevent unintended use of obsolete versions. Use
Rev. , Chg. Page i of i
Published Date: Effective Date:
Rev. 3 MSC-PRO-ENG-440 Page 1 of 45
MSC Engineering Package Process Published Date: 9/24/2018 Effective Date: 9/24/2018
Table of Contents
1.0 PURPOSE ............................................................................................................................ 2
2.0 SCOPE ................................................................................................................................. 2
3.0 RESPONSIBLITIES............................................................................................................ 2
3.1 Engineering Package Originator .............................................................................. 2
3.2 Engineering Package Approver ............................................................................... 3
3.3 Document Control ................................................................................................... 3
4.0 INSTRUCTIONS ................................................................................................................ 3
4.1 Document Types ...................................................................................................... 3
4.2 Initiate EP – Create a New Workflow ..................................................................... 4
4.2.1 Approval Tasks ............................................................................................ 6
4.2.2 Document Control Review /Release Tasks ................................................. 7
4.2.3 Document Control Final Review ................................................................. 8
4.3 Revise an EP ............................................................................................................ 8
4.3.1 Approval Tasks .......................................................................................... 11
4.3.2 Document Control Review /Release Tasks ............................................... 12
4.3.3 Document Control Final Review ............................................................... 12
4.4 Cancel an EP .......................................................................................................... 13
4.4.1 Approval Tasks .......................................................................................... 13
4.4.2 Document Control Review /Release Tasks ............................................... 14
4.4.3 Document Control Final Review ............................................................... 15
4.5 Generating an EP for a Configured System with no Reference Drawings ............ 15
5.0 RECORD IDENTIFICATION .......................................................................................... 16
6.0 SOURCES ......................................................................................................................... 16
6.1 Requirements ......................................................................................................... 16
6.2 References .............................................................................................................. 16
APPENDIX A Engineering Package – User’s Guide ................................................................. 17
APPENDIX B Form Instructions ................................................................................................. 38
APPENDIX C Document Numbers ............................................................................................. 42
APPENDIX D Email Approval for EP ........................................................................................ 43
Rev. 3 MSC-PRO-ENG-440 Page 2 of 45
MSC Engineering Package Process Published Date: 9/24/2018 Effective Date: 9/24/2018
1.0 PURPOSE
This procedure describes the process for review, approval and release of Mission Support
Contract (MSC) engineering documents. The Engineering Package (EP) process is an electronic
work flow that is used by Mission Support Alliance (MSA) Engineering to release all types of
technical documents.
This document partially implements Integrated Safety Management System (ISMS) Core
Function #4, Perform Work within Controls.
2.0 SCOPE
This Level 2 Management Control Procedure applies to MSA and MSA contractors involved in
engineering activities in support of the MSC scope of work. The EP process is an electronic
work flow that is used by MSA engineering to release engineering documents into the site
document control system. Document types include: calculations, specifications, engineering
drawings and sketches, Facility Modification Packages (FMP), Functional Requirements and
Design Criteria documents, System Health and Status Reports, vendor information, test
procedures and engineering/technical text only documents such as reports and studies, and
Project/Program Execution Plans (PEP). These and other document types, such as work
packages, service delivery documents, etc., are governed by the procedures identified in
Appendix C of MSC-RD-RM-8310, Document Control Program.
NOTE: Software Verification and Validation documents are not released using the EP
process. Their development and release is addressed in MSC-PRO-IS-309, Controlled
Software Management.
3.0 RESPONSIBLITIES
3.1 Engineering Package Originator
The EP Originator has the responsibility to ensure that the EP is generated, approved and
released in accordance with this procedure. They are also responsible to ensure that the
appropriate approvers are assigned in the approval process in accordance with
MSC-PRO-QA-8635, Review and Approval of Technical Documents. Many of the documents
being released by the EP process will have specific procedures related to the generation of
those documents, follow those procedures for generating the required document and this
procedure for the release and approval of the documents.
Specific responsibilities include:
Generating the EP in accordance with the requirements of this procedure.
Identifying the approval personnel in accordance with the applicable procedure
(MSC-PRO-QA-8635)
Ensuring that the proper document classification is identified (e.g. OUO).
Rev. 3 MSC-PRO-ENG-440 Page 3 of 45
MSC Engineering Package Process Published Date: 9/24/2018 Effective Date: 9/24/2018
3.2 Engineering Package Approver
The EP Approver has the responsibility to ensure that their review is performed in accordance
with their governing procedures. Their signature is the indication that they have performed the
task appropriately.
3.3 Document Control
Document Control has the responsibility to ensure that the EP has been approved and released
in accordance with this procedure and their implementing procedures.
4.0 INSTRUCTIONS
4.1 Document Types
This section includes a listing of key MSA engineering documents, this list is not exhaustive.
Calculation. A document that assembles inputs, such as assumptions, bases requirements,
restraints, physical or chemical properties, and algorithms to analytically develop outputs based
on physical laws in accordance with MSC-PRO-ENG-8259, MSC Calculation Preparation and
Issue. Obtain a document number from the HDNS (HNF-CALC).
Engineering Drawing. Graphic technical documents that establish design and construction
requirements that represent the configuration baseline for a structure, system or component.
Engineering drawings shall be developed in accordance with MSC-PRO-ENG-709, CAD and
Drawing Development and Control Process for Engineering Drawings.
Engineering Sketch. A sketch is a drawing that does not change an H-series drawing and
provides information needed for the execution of field work.
Engineering/Project/Technical Text Only Documents. An engineering, project or technical
text only document developed in accordance with governing procedures, as applicable, such as
plans, reports, specifications, studies, description documents, etc. Obtain a document number
from the HDNS (HNF-RPT, HNF-PLAN, HNF-ENG, and HNF-SPEC).
Functional Requirements and Design Criteria (FRDC). The functional requirements and
design criteria shall be developed in accordance with MSC-PRO-ENG-8258, Functional
Requirements and Design Criteria.
Physical Modification. A physical modification EP, formerly known as Facility Modification
Package (FMP), is a compilation of standard forms and design elements (criteria, analysis,
drawings, etc.) in a single EP related to a specific modification task or project. The elements of
a physical modification EP shall be developed in accordance with MSC-PRO-ENG-2001,
Facility Modification Package Process.
Infrastructure Systems Health and Status Reports. Periodic reports developed in
accordance with MSC-PRO-ENG-61164, Infrastructure Systems Health and Status Reports.
The reports identify, collect, analyze, and document performance data for infrastructure
Rev. 3 MSC-PRO-ENG-440 Page 4 of 45
MSC Engineering Package Process Published Date: 9/24/2018 Effective Date: 9/24/2018
configuration-managed systems to improve their reliability and availability through early
detection of degradation.
Vendor Information (VI). Data necessary to install, operate and maintain the procured items
within a permanent structure or system. The VI process and requirements for managing the
requisition, receipt, distribution, review, approval, modification, and cancellation of
engineering VI data shall be performed in accordance with MSC-PRO-ENG-16406,
Engineering Vendor Information (VI) Process.
Program/Project Execution Plan (PEP). The PEP document shall be developed in
accordance with MSC-PRO-PM-25000, Project Execution Plans.
4.2 Initiate EP – Create a New Workflow
Once the document has been developed in accordance with their governing procedures and
process, the EP workflow shall be initiated.
NOTE 1: Some tasks are not used in the EP for approval and release of a text only document
(e.g. design verification). The EP tasks that are not used during the release of a text only
document will be greyed out during the process. Similarly, if the author has selected a
document action only, EP form sections associated with physical modifications will be greyed
out.
NOTE 2: While the EP workflow will ultimately allow for tracking and resolution of
comments within the work flow process, this version does not include that provision. This
combined with the fact that any comments received will invalidate the signatures received
previously (as part of the parallel review process) making the use of the current system for the
initial review a more time consuming process than using other means outside the workflow.
Actionee Step # Action
Document Originator 1. NAVIGATE to the DMCS workbench.
2. Using the DMCS EP Users Guide (Appendix A), SELECT “Create” a
new workflow.
3. IF the document needs cover sheets,
THEN USE the DMCS link to HDNS to create cover pages.
NOTE: See Appendix C for a list of the types and numbering schemes
for use by MSA engineering and select the appropriate document
type.
4. CONTINUE the EP process using the guide (Appendix A) and Form
Instructions (Appendix B) by filling in the requested information.
Rev. 3 MSC-PRO-ENG-440 Page 5 of 45
MSC Engineering Package Process Published Date: 9/24/2018 Effective Date: 9/24/2018
Actionee Step # Action
5. ENTER the required data as applicable (See Appendix A).
NOTE: Documents are uploaded by dragging the file to the File
Upload section (see Appendix A for more guidance and detailed
instructions).
6. ENSURE that a CACN is provided in the EP form by including it in a
note to Document Control.
NOTE 1: This note should also include permissions for Document
Control to add N/A to the applicable sections of the document that
were greyed out previously in the process.
NOTE 2: The form can be saved and restarted several times until the
document is complete and ready for the approval process.
DA 7. COMPLETE the USQ and Environmental Screening Sections
considering the following:
Whether USQ is necessary
Whether Environmental Activity Screening is complete.
NOTE 1: The facility point of contact may be used to identify a
qualified USQ evaluator for the facility. If multiple USQ evaluators
are needed because the change impacts multiple facilities, then attach
the USQ forms and the DA signs in the EP.
NOTE 2: A USQ is required if the changes could impact systems in a
nuclear facility. If the proposed change will impact a nuclear facility,
contact the facility point of contact to find a qualified USQ evaluator
and assign the task to them. The screening number or categorical
screening number will be listed.
NOTE 3: Originators that have the MSA basic engineering
qualification may make the determination of USQ and environmental
reviews needed.
8. IDENTIFY the required approver.
NOTE: Additional approvers may be added by emailing the DMCS
Administrator.
9. INDICATE if an Environmental Activity Screening has been
completed.
Rev. 3 MSC-PRO-ENG-440 Page 6 of 45
MSC Engineering Package Process Published Date: 9/24/2018 Effective Date: 9/24/2018
Actionee Step # Action
10. IF a screening has been completed,
THEN ATTACH the form to the EP.
11. IF a screening has not been completed,
THEN SELECT not required.
12. DETERMINE the necessary document approvers in accordance with
MSC-PRO-QA-8635, Review and Approval of Technical Documents
and/or MSC-PRO-PM-25000, Project Execution Plans
Document Originator 13. IF more than 8 people are required to sign the document,
THEN USE the email approval process to add approvers. See
Appendix D for details.
14. WHEN the Document is ready to be sent for approval,
THEN USE the EP to send the file to the reviewers in parallel. (The
process is automated from the perspective of the document originator
from here).
NOTE: EP process does not provide comment tracking and
resolution; you are encouraged to have all comments dispositioned
before you send the document out for approval in the EP process.
16. USE DMCS workflow process to track the status of the package
through the workflow.
17. IF a package is sent back for rework through the EP process,
THEN WORK with the reviewer to resolve the comment(s) and send
the document out for approval again.
18. REPEAT this process as necessary to get concurrence on the
document.
4.2.1 Approval Tasks
Actionee Step # Action
Approver 1. NAVIGATE to the assigned section in the DMCS workbench.
Rev. 3 MSC-PRO-ENG-440 Page 7 of 45
MSC Engineering Package Process Published Date: 9/24/2018 Effective Date: 9/24/2018
Actionee Step # Action
2. CLICK on the subject EP and review the FINAL.pdf in the EP
(see Appendix A for more guidance).
3. PERFORM the review as required by your governing
procedure(s).
4. DOCUMENT the review by your comments and/or approval.
NOTE: Reviewers are encouraged to resolve editorial comments
with the author without returning the document for rework –
otherwise all other approvals are voided.
5. IF the author needs to revise the EP based on your comments or
input,
THEN SELECT “yes” when prompted and the document will be
sent back to the author for rework.
4.2.2 Document Control Review /Release Tasks
Actionee Step # Action
Document Control 1. NAVIGATE to the assigned task section.
2. SELECT AND ACCEPT the task.
3. Using the link in the EP workflow, REVIEW the FINAL.pdf in
accordance with your governing procedure(s).
4. CHECK out the FINAL.PDF and add the page numbers to the
package index.
5. WHEN complete,
THEN CHECK the document back into DMCS.
6. ADD the revision number to the checked out .pdf using
Adobe®edit tools.
7. CLICK on the link to the Change Request to the Affected
Documents/Drawings listed in Block 2, Package Index, as well as
the applicable metadata.
Rev. 3 MSC-PRO-ENG-440 Page 8 of 45
MSC Engineering Package Process Published Date: 9/24/2018 Effective Date: 9/24/2018
Actionee Step # Action
8. SAVE and CLOSE.
9. CREATE the relationship on the Change Request to the Other
Affected Documents listed in Block 6.0 of the EP.
10. ENTER all applicable Work Package numbers, Project or Task
numbers, Area, Facility, Building, System IDs and
Responsibilities on the Change Request.
11. IF the author needs to revise the EP,
THEN SELECT the appropriate selection on the screen, enter a
note stating why and complete the task.
4.2.3 Document Control Final Review
Actionee Step # Action
Document Control 1. ACCEPT the task.
2. REVIEW the release stamp and correct as needed (yes to correct
and no to proceed).
4.3 Revise an EP
Actionee Step
#
Action
Document Originator 1. NAVIGATE to the DMCS workbench.
2. Using the DMCS EP Users Guide (Appendix A), SELECT “Revise a
workflow”.
3. INPUT the EP to revise and wait for the green checkmark to appear.
4. WHEN the green checkmark appears,
THEN COMPLETE the task.
5. IF the revision is a document action only,
THEN COMPLETE a Record of Revision (Site Form A-6001-489).
Rev. 3 MSC-PRO-ENG-440 Page 9 of 45
MSC Engineering Package Process Published Date: 9/24/2018 Effective Date: 9/24/2018
Actionee Step
#
Action
6. IF the document needs coversheets,
THEN USE the link and create coversheets.
7. WHEN coversheets are complete,
THEN CONTINUE the EP process using the guide (Appendix A) and
FORM INSTRUCTIONS (Appendix B) and filling in the requested
information.
8. ENTER the required data as available and through the EP process.
NOTE 1: Documents are uploaded by dragging the file to the File
Upload section (see Appendix A for more guidance and detailed
instructions).
9. ENSURE that a CACN is provided in the EP form by including it in a
note to Document Control.
NOTE 1: This note should also include permissions for Document
Control to add N/A to the applicable sections of the document that were
greyed out previously in the process.
NOTE 2: The form can be saved and restarted several times until the
document is complete and ready for the review and approval process.
10. COMPLETE the USQ and Environmental Screening Sections
considering the following:
Whether USQ is necessary
Whether Environmental Activity screening is complete.
NOTE: Originators that have the MSA basic engineering qualification
may make the determination of USQ and environmental reviews needed.
11. IF USQ Screening is required,
THEN CHECK the box and list the USQ number or Categorical
exclusion number.
Rev. 3 MSC-PRO-ENG-440 Page 10 of 45
MSC Engineering Package Process Published Date: 9/24/2018 Effective Date: 9/24/2018
Actionee Step
#
Action
12. WORK with the facility point of contact to identify a qualified USQ
evaluator for the facility.
NOTE: If multiple USQ evaluators are needed because the change
impacts multiple facilities, then attach the USQ forms and the DA signs
the EP.
13. IDENTIFY the required approver.
NOTE: Approvers’ that are not listed may be added by sending an
email to MSA Engineering DMCS Lead or DMCS Administrator to have
them added.
14. INDICATE if an Environmental Activity Screening has been completed.
15. IF a screening has been completed,
THEN ATTACH the form to the EP.
16. IF a screening has not been completed and is not required,
THEN SELECT Not Required.
17. ENTER the appropriate person as approver if an Environmental-
Activity Screening has been completed and attached.
NOTE 1: IF sections are greyed out, they are either not required at all
for the type of document that you are releasing or they will be completed
by the assigned individual when it arrives to them in the work flow.
Ensure that you include a note for Document Control to add any N/As
needed to the final form.
NOTE 2: Native AUTOCAD files cannot be uploaded at this time.
18. DETERMINE the necessary document approvers in accordance with
MSC-PRO-QA-8635, Review and Approval of Technical Documents
and/or MSC-PRO-PM-25000, Project Execution Plans
19 IF more than 8 people are required to sign the document,
THEN USE the email approval process to add approvers.
NOTE: See Appendix D for details.
Rev. 3 MSC-PRO-ENG-440 Page 11 of 45
MSC Engineering Package Process Published Date: 9/24/2018 Effective Date: 9/24/2018
Actionee Step
#
Action
20. WHEN the document is ready to be sent for approval in the EP process,
THEN USE the EP to send the file to the reviewers in parallel. (The
process is automated from the perspective of the document originator
from here).
NOTE: EP process does not provide comment tracking and resolution;
you are encouraged to have all comments dispositioned before you send
the document out for approval in the EP process.
21.. USE DMCS workflow process to track the status of the package through
the workflow
22.. IF a package is sent back through the EP process,
THEN WORK with the reviewer to resolve the comment and send the
document out for approval again.
23. REPEAT this process as necessary to get concurrence on the document.
4.3.1 Approval Tasks
Actionee Step # Action
Approver 1. NAVIGATE to the assigned section in the DMCS workbench.
2. CLICK on the subject EP and review the FINAL.pdf in the EP
(see Appendix A for more guidance).
3. PERFORM the review as required by your governing
procedure(s).
4. DOCUMENT the review by your comments and/or approval.
NOTE: Editorial comments should be resolved by working with
the author for resolution. If rework of the document is necessary,
all prior approvals are voided and it is returned to task T0040.
5. IF the author needs to rework the EP based on your comments or
input,
THEN SELECT yes when prompted and the document will be
sent back to the author.
Rev. 3 MSC-PRO-ENG-440 Page 12 of 45
MSC Engineering Package Process Published Date: 9/24/2018 Effective Date: 9/24/2018
4.3.2 Document Control Review /Release Tasks
Actionee Step # Action
Document Control 1. NAVIGATE to the DMCS workbench.
2. SELECT AND ACCEPT the task.
3. Using the link in the EP workflow, REVIEW the FINAL.pdf in
accordance with your procedure(s).
4. CHECK out the FINAL.PDF and add the page numbers to the
package index.
5. WHEN complete,
THEN CHECK the document back into DMCS.
6. ADD the revision number to the checked out .pdf using
Adobe®edit tools.
7. CLICK on the link to the Change Request to the Affected
Documents/Drawings listed in Block 2, Package Index, as well as
the applicable metadata.
8. SAVE and CLOSE.
9. CREATE the relationship on the Change Request to the Other
Affected Documents listed in Block 6.0 of the EP.
10. ENTER all applicable Work Package numbers, Project or Task
numbers, Area, Facility, Building, System IDs and
Responsibilities on the Change Request.
11. IF the author needs to revise the EP,
THEN SELECT the appropriate selection on the screen, enter a
note stating why and complete the task.
4.3.3 Document Control Final Review
Actionee Step # Action
Document Control 1. ACCEPT the task.
Rev. 3 MSC-PRO-ENG-440 Page 13 of 45
MSC Engineering Package Process Published Date: 9/24/2018 Effective Date: 9/24/2018
Actionee Step # Action
2. REVIEW the release stamp and correct as needed (yes to correct
and no to proceed).
3. COMPLETE the task and issue the document.
4.4 Cancel an EP
Actionee Step # Action
Document Originator 1. NAVIGATE to the DMCS workbench.
2. Using the DMCS EP Users Guide (Appendix A), SELECT
“Cancel” a workflow.
3. INPUT the EP to cancel and wait for the green checkmark to
appear. Then complete the task.
4. ASSIGN the approvers and send the work flow for approval.
5. WORK with approvers to resolve any comments and obtain
approvals.
4.4.1 Approval Tasks
Actionee Step # Action
Approver 1. NAVIGATE to the assigned section in the DMCS workbench.
2. CLICK on the subject EP and review the FINAL.pdf in the EP
(see Appendix A for more guidance).
3. PERFORM the review as required by your governing
procedure(s).
4. DOCUMENT the review by your comments and/or approval.
NOTE: Editorial comments should be resolved by working with
the author for resolution. If rework of the document is necessary,
all prior approvals are voided and it is returned to task T0040.
Rev. 3 MSC-PRO-ENG-440 Page 14 of 45
MSC Engineering Package Process Published Date: 9/24/2018 Effective Date: 9/24/2018
Actionee Step # Action
5. IF the author needs to rework the EP based on your comments or
input,
THEN SELECT “yes” when prompted and the document will be
sent back to the author.
4.4.2 Document Control Review /Release Tasks
Actionee Step # Action
Document Control 1. NAVIGATE to the assigned task section, select and accept the
task.
2. Using the link in the EP workflow, REVIEW the FINAL.pdf in
accordance with your procedures.
3. CHECK out the FINAL.PDF and add the page numbers to the
package index.
4. WHEN complete,
THEN CHECK the document back into DMCS.
5. ADD the revision number to the checked out .pdf using
Adobe®edit tools.
6. CLICK on the link to the Change Request to the Affected
Documents/Drawings listed in Block 2, Package Index, as well as
the applicable metadata.
7. SAVE and CLOSE.
8. CREATE the relationship on the Change Request to the Other
Affected Documents listed in Block 6.0 of the EP.
9. ENTER all applicable Work Package numbers, Project or Task
number, Area, Facility, Building, System IDs and Responsibilities
on the Change Request.
10. IF the author needs to revise the EP,
THEN SELECT the appropriate selection on the screen, enter a
note stating why and complete the task.
Rev. 3 MSC-PRO-ENG-440 Page 15 of 45
MSC Engineering Package Process Published Date: 9/24/2018 Effective Date: 9/24/2018
4.4.3 Document Control Final Review
Actionee Step # Action
Document Control 1. NAVIGATE to the assigned task section, select and accept
the task.
2. REVIEW the release stamp and correct as needed (yes to
correct and no to proceed).
3. COMPLETE the task and issue the document.
4.5 Generating an EP for a Configured System with no Reference Drawings
As MSA Engineering works to generate as-built drawings for systems that have recently been
designated as configured systems, there are cases where a system change is needed but it is not
appropriate to take the time and expense to complete the as-built process prior to the change.
In those cases, the proposed change is to be generated on an H-series drawing for release into
DMCS. The drawing will be tied to a “typical” or similar drawing generated by MSA
Engineering to capture the change. This “typical” drawing is to be developed to support the
release of the sketch and should be a relevant drawing that is related to the system and
proposed change. The sketch will have a unique number obtained from HDNS.
The number is to be entered in Section 2 for the release per the EP workflow. Once the
drawing is developed as an H drawing the proposed change can reference the H drawing for
usual release using the EP workflow above. This process will ensure that the change is
documented in DMCS and that when the system is configured later, the modifications made
previously are in the system and documented.
Rev. 3 MSC-PRO-ENG-440 Page 16 of 45
MSC Engineering Package Process Published Date: 9/24/2018 Effective Date: 9/24/2018
5.0 RECORD IDENTIFICATION
All records are generated, processed, and maintained in accordance with
MSC-PRO-RM-10588, Records Management Processes, or MSC-PRO-RM-32281, Electronic
Records Management, as applicable.
Records Capture Table
Name of Document Submittal Responsibility Retention Responsibility
None
6.0 SOURCES
6.1 Requirements
None
6.2 References
MSC-PRO-ENG-8259, MSC Calculation Preparation and Issue
MSC-PRO-ENG-709, CAD and Drawing Development and Control Processes for Engineering
Drawings
MSC-RD-ENG-1819, MSC Engineering Requirements
MSC-PRO-ENG-2001, Facility Modification Package Process
MSC-PRO-ENG-8258, Functional Requirements and Design Criteria
MSC-PRO-ENG-16406, Engineering Vendor Information (VI) Process
MSC-PRO-ENG-61164, Infrastructure Systems Health and Status Reports
MSC-PRO-QA-8635, Review and Approval of Technical Documents
MSC-PRO-RM-10588, Records Management Processes
MSC-PRO-RM-32281, Electronic Records Management
MSC-RD-RM-8310, Document Control Program.
DMCS User Support – EP Approval Workflow DMCS-HLP-0093
Rev. 3 MSC-PRO-ENG-440 Page 17 of 45
MSC Engineering Package Process Published Date: 9/24/2018 Effective Date: 9/24/2018
APPENDIX A Engineering Package – User’s Guide
The purpose of these workflows is to simplify current processes for Engineers, Design Authorities, and
Document Control staff and to automate when possible. This workflow will also provide tracking and
improve response time.
WORKFLOW TASK ASSIGNMENTS
All workflow tasks are identified below and include the task number, the person/skill the task is
assigned to, a description and detailed instructions for each task. Task numbers that begin with “T###”
are users assigned tasks, and task numbers that begin with “A###” are system automation tasks.
Creation Workflow:
T0010 – Engineering Package Author: Create New, Revise or Cancel latest approved revision of
the Engineering Package
1. Navigate to the DMCS Workbench and click on Appropriate Contractor Engineering Package
Workflow.
2. Once the Workflow is selected it will launch on the main screen. Click on T0010 and Select
Create New Engineering Package.
3. Once selection is made complete task.
T0020-01: Engineering Package Author: Choose ECR Template
1. Navigate to the Assigned Tasks section of the DMCS Workbench and click on the task T0020.
2. Accept the task and follow the instructions.
Rev. 3 MSC-PRO-ENG-440 Page 18 of 45
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3. Choose the ECR template.
4. Add the Title of the Engineering Package and reason for the Change in the boxes provided.
5. Complete your task.
T0030: Engineering Package Author: Field Work
1. Navigate to the Assigned Tasks section of the DMCS Workbench and click on the task T0030.
2. Accept task and follow the instructions.
3. If the Engineering Package is to release documents and coversheets need to be created. Please
go to HDNS via this link. Once HDNS step is complete, complete task.
4. If the Engineering Package does NOT require coversheets, complete task.
T0040: Engineering Package Author: Fill in Engineering Package
1. Navigate to the Assigned Tasks section of the DMCS Workbench and select task T0040 and
Accept Task.
2. Fill in the Engineering Package with all applicable information. This information will populate
onto the Final.PDF. If the Engineering Package is releasing a Document, select the Document
Action Only Radio Button, this will grey out fields not required for this action.
DO NOT use Drawing, Radiological Record, or Field Work Complete boxes (they are not active for
this version).
If the change will include drawing changes check the physical modification box. Even if it is just an as
built or paper exercise and NO field modifications are being made by the change.
Similarly, the release to work (yes or no) determination in section 2.0 is applicable only to physical
modifications and is to be checked yes if the document is to be included in a work document for field
work execution. Otherwise it is to be checked NO.
Rev. 3 MSC-PRO-ENG-440 Page 19 of 45
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3. Boxes that are greyed out cannot be edited as this step. They will be filled out by the Design
Verifier or the USQ/ECO reviewers at their assigned tasks later in the workflow. EXAMPLE:
for Document Action only the Design Verifier will be greyed out.
4. Assign the Design Verifier at the bottom of box 6.0
5. Assign the USQ/ECO Reviewers in Box 7.0, if USQ or ECO are not necessary check the Not
Required box. IF the USQ is selected NOT REQUIRED the task will be assigned to the Design
Authority for sign off.
6. Assign Approvers in box 8.0. If necessary assign a Derivative Classifier at this task for
approval.
Rev. 3 MSC-PRO-ENG-440 Page 20 of 45
MSC Engineering Package Process Published Date: 9/24/2018 Effective Date: 9/24/2018
7. Assign Distribution, if necessary select add row to add multiple HIDs.
8. If you can’t see all of the data, you expect to see please try reloading your step.
9. Add any native or PDF files to the Add File icon at the bottom of the screen, under the File
Upload section. NO AutoCAD files can be added.
10. NOTE: You can save your progress on this step by clicking on the “SAVE” button at the
bottom of the page.
11. Complete task.
T0070-01: Engineering Package Author: Add Continuation Files
1. Navigate to the Assigned Tasks section of the DMCS Workbench and select task T0070-01 and
Accept Task.
2. Add any additional files to the Engineering package as needed to the add file icon. NOTE: NO
AutoCAD files can be added.
NOTE: You can only add up to 30 files. If you have more than 30 files, consider combining
some of the separate sheets into one PDF file.
3. If necessary to delete files that have been added, click on the ECR number provided under the
Subject Document to view existing continuation files. Users can hover over the file drawing
icon under Actions and select Delete to remove any unnecessary files.
Please do not click on the fmp.html & attempt to delete, this is a required file.
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4. Complete task.
T0070-02: Engineering Package Author: Reorder files for Merge
1. Navigate to the Assigned Tasks section of the DMCS Workbench and select task T0070-02 and
Accept Task.
2. Reorder the files on the Engineering Package as necessary using the arrows.
3. The first file will be the fmp.html, this file is not moveable.
4. Complete task.
T0090-01: Lead Author QC/Walkdown
1. Navigate to the Assigned Tasks section of the DMCS Workbench and select task T0090-01 and
Accept Task.
2. Click on the link to the subject Engineering Package and review the FINAL.PDF in the subject
Engineering Package.
3. Leave a comment in the Notes section identifying the CACN for Document Control. This task
can also be used to send the merged PDF out to the Approvers for an initial review.
4. Complete task.
T0090-02: Derivative Classifier Review
1. Navigate to the Assigned Tasks section of the DMCS Workbench and select task T0090-02 and
Accept Task.
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2. Click on the link to the subject Engineering Package and review the.FINAL.PDF in the subject
Engineering Package.
3. Leave a comment in the Notes section identifying approval of Engineering Package, task to add
the stamp is later in the workflow. If the Document/Drawing is not sensitive add a Note
identifying “No Sensitive Material”.
4. Complete task.
T0090-03: Design Verification
1. Navigate to the Assigned Tasks section of the DMCS Workbench and select task T0090-03 and
Accept Task.
2. Click on the link to the subject Engineering Package and review the FINAL.PDF in the subject
Engineering Package.
3. Fill in the Design Verification boxes in section 6.0, users can click on the Save Review Data
tab to save progress at any time.
4. If necessary, leave a comment in the Notes section for the author to Engineering Package
author to review.
5. Answer the workflow control question if the Author needs to revise the Engineering Package
(Yes) or (No). Selecting yes will rework the workflow back to the Author for edits as
requested. DO NOT HIT THE REWORK BUTTON.
6. Complete task.
T0100-01: USQ Review (if necessary)
1. Navigate to the Assigned Tasks section of the DMCS Workbench and select task T0100-01 and
Accept Task.
2. Click on the link to the subject Engineering Package and review the FINAL.PDF in the subject
Engineering Package.
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3. Enter the USQ information in box 7.0 Reviews. If not required was selected this will be
assigned to the DA for acceptance and completion of the task. The DA’s name and date task
completed will be applied to the PDF.
4. If necessary, leave a comment in the Notes section for the author to review.
5. Answer the workflow control question if the Author needs to revise the Engineering Package
(Yes) or (No). If the answer is yes, this will rework the workflow back to the Author for edits
as requested. DO NOT HIT THE REWORK BUTTON.
T0100-02: ECO Review (if necessary)
1. Navigate to the Assigned Tasks section of the DMCS Workbench and select task T0100-02 and
Accept Task.
2. Click on the link to the subject Engineering Package and review the FINAL.PDF in the subject
Engineering Package.
3. Enter the ECO information in box 7.0 Reviews and select save review data.
4. If necessary, leave a comment in the Notes section for the author to review.
5. Answer the workflow control question if the Author needs to revise the Engineering Package
(Yes) or (No). If the answer is yes, this will rework the workflow back to the Author for edits
as requested. DO NOT HIT THE REWORK BUTTON.
T0110-01: Design Authority Approval Task
1. Navigate to the Assigned Tasks section of the DMCS Workbench and select task T0110-01 and
Accept Task.
2. Click on the link to the subject Engineering Package and review the FINAL.PDF in the subject
Engineering Package.
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3. If necessary, leave a comment in the Notes section for the author to review.
4. Answer the workflow control question if the Author needs to revise the Engineering Package
(Yes) or (No). If the answer is yes, this will rework the workflow back to the Author for edits
as requested. DO NOT HIT THE REWORK BUTTON.
5. If the Engineering Package has been updated by the Author at task T0040 the Design Authority
will select all approvers to review the Package again as there are likely changes to the package
that requires approvers to review again. If the rework came from Document Control and only
minor changes were made the DA can assign just the approver whose review is necessary in the
drop down. Click on the approvers name and hit select item for each approver needing to
review the package again.
6. Complete task.
T0110-02 – T0110-08: Approval Tasks
1. Navigate to the Assigned Tasks section of the DMCS Workbench and select Accept Task.
2. Click on the link to the subject Engineering Package and review the FINAL.PDF in the subject
Engineering Package. Note your approval responsibility role is noted with your workflow task.
3. If necessary, leave a comment in the Notes section for the author to review.
4. Answer the workflow control question if the Author needs to revise the Engineering Package
(Yes) or (No). If the answer is yes, this will rework the workflow back to the Author for edits
as requested. DO NOT HIT THE REWORK BUTTON.
T0120: Author Final QC
1. Navigate to the Assigned Task section of the DMCS Workbench and select task T0120 and
Accept Task.
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2. Click on the link to the subject Engineering Package and review the FINAL.PDF in the subject
Engineering Package, verify all information is correct.
3. Answer the workflow control question if the Author needs to revise the Engineering Package
(Yes) or (No). If the answer is yes, this will rework the workflow back to the Author for edits
as requested. DO NOT HIT THE REWORK BUTTON.
T0130: Document Control Review Task
1. Navigate to the Assigned Task section of the DMCS Workbench and select task T0130 and
Accept Task.
2. Click on the link to the subject Engineering Package and review the FINAL.PDF in the subject
Engineering Package.
3. Check out the FINAL.PDF in the subject engineering package and add the EP page numbers to
the Package Index. Once completed check the document back into DMCS.
4. Click on the link to Change Request to add the Affected Documents/Drawings listed in Block
2.0 Package Index on the ECR. Save and close.
5. Create the relationship on the Change Package to the Other Affected Documents listed in Block
5.0 on the Engineering Package.
6. Enter all applicable Work Package numbers, Project or Task number, Area, Facility, Building,
System IDs and Responsibilities on the Change Package. Document Control will not need to
enter the Release Dates on the Change Package. Once approved that information will be
automatically applied.
7. Leave a comment if all is approved as Document Control. Issues requiring the Authors
attention also need to be noted here. Choose whether the author needs to revise the engineering
package (Yes) or not (No).
8. Complete task.
T0140: Document Control Final Review
1. Navigate to the Assigned Task section of the DMCS Workbench and select task T0130 and
Accept Task.
2. Review the release stamp.
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3. If the release stamp placement needs to be correct, delete the stamp and answer the workflow
control question “Yes”, if the stamp placement is correct then answer no.
4. Complete task.
T0150: Derivative Classifier Apply Stamp
1. Navigate to the Assigned Task section of the DMCS Workbench and select task T0130 and
Accept Task.
2. Click on the link to the subject Engineering Package and review the FINAL.PDF in the subject
Engineering Package.
3. Check out the FINAL.PDF in the subject engineering package located under the FILES header
and add the Derivative Classifier stamp to the pdf. Check the file back in and return the
workflow.
4. Complete Task.
Revision Workflow
T0010 – Engineering Package Author: Revise latest approved revision of the Engineering
Package
1. Navigate to the DMCS Workbench and click on Appropriate Contractor Engineering Package
Workflow.
2. Once the Workflow is selected it will launch on the main screen. Click on T001 and Select
Revise Engineering Package.
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3. Once selection is made complete task.
T0020-02 Engineering Package Author: Select Engineering Package
1. Navigate to the Assigned Task section of the DMCS Workbench and select task T0020 and
Accept Task
2. Input the Engineering Package to Revise and wait for the green check mark to appear.
3. Complete task.
T0030: Engineering Package Author: Field Work
1. Navigate to the Assigned Tasks section of the DMCS Workbench and click on the task T0030.
2. Accept task and follow the instructions.
3. If the Engineering Package is to release documents and coversheets need to be created, please
go to HDNS via this link. Once HDNS step is complete, complete task.
4. If the Engineering Package does NOT require coversheets, complete task.
T0040: Engineering Package Author: Fill in Engineering Package
1. Navigate to the Assigned Tasks section of the DMCS Workbench and select task T0040 and
Accept Task.
2. Edit the Engineering Package (Note: Engineering Packages released using the workflows will
automatically populate the information from the previous revision at this task. Engineering
Packages not released using the workflow will have to have the information re-entered.)
3. Boxes that are greyed out cannot be edited as this step. They will be filled out by the Design
Verifier or the USQ/ECO reviewers at their assigned tasks later in the workflow.
4. Assign the USQ/ECO Reviewers in Box7.0, if USQ or ECO are not necessary check the Not
Required box. IF the USQ is selected NOT REQUIRED the task will be assigned to the Design
Authority for sign off.
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5. Assign Approvers in box 8.0. Assign the Derivative Classifier at this task if necessary.
6. Assign Distribution, select add row to add multiple HIDs.
7. If you can’t see all of the data you expect to see, please try reloading your step.
8. Add any native or PDF files to the Add File icon at the bottom of the screen, under the File
Upload section. NO AutoCAD files can be added.
9. NOTE: You can save your progress on this step by clicking on the “SAVE” button at the
bottom of the page.
10. Complete task.
T0070-01: Engineering Package Author: Add Continuation Files
1. Navigate to the Assigned Tasks section of the DMCS Workbench and select task T0070-01 and
Accept Task.
2. Add any additional files to the Engineering package as needed to the add file icon.
NOTE: NO AutoCAD files can be added.
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3. If necessary to delete files that have been added, click on the ECR number provided under the
Subject Document to view existing continuation files. Users can hover over the file drawing
icon under Actions and select Delete to remove any unnecessary files.
Please do not click on the fmp.html & attempt to delete, this is a required file.
4. Complete task.
T0070-02: Engineering Package Author: Reorder files for Merge
1. Navigate to the Assigned Tasks section of the DMCS Workbench and select task T0070-02 and
Accept Task.
2. Reorder the files on the Engineering Package as necessary using the arrows.
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3. The first file will be the fmp.html, this file is not moveable.
4. Complete task.
T0090-01: Lead Author QC/Walkdown
1. Navigate to the Assigned Tasks section of the DMCS Workbench and select task T0090-01 and
Accept Task.
2. Click on the link to the subject Engineering Package and review the FINAL.PDF in the subject
Engineering Package.
3. Leave a comment in the Notes section identifying the CACN for Document Control. This task
can also be used to send the merged PDF out to the Approvers for an initial review.
4. Complete task.
T0090-02: Derivative Classifier Review
1. Navigate to the Assigned Tasks section of the DMCS Workbench and select task T0090-02 and
Accept Task.
2. Click on the link to the subject Engineering Package and review the FINAL.PDF in the subject
Engineering Package.
3. Leave a comment in the Notes section identifying approval of Engineering Package, task to add
the stamp is later in the workflow. If the Document/Drawing is not sensitive add a Note
identifying “No Sensitive Material”.
4. Complete task.
T0090-03: Design Verification
1. Navigate to the Assigned Tasks section of the DMCS Workbench and select task T0090 and
Accept Task.
2. Click on the link to the subject Engineering Package and review the FINAL.PDF in the subject
Engineering Package.
3. Fill in the Design Verification boxes in section 6.0 users can click on the Save Review Data tab
to save progress at any time.
4. If necessary, leave a comment in the Notes section for the author to Engineering Package
author to review.
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5. Answer the workflow control question if the Author needs to revise the Engineering Package
(Yes) or (No). If the answer is yes, this will rework the workflow back to the Author for edits
as requested. DO NOT HIT THE REWORK BUTTON.
6. Complete task.
T0100-01: USQ Review (if necessary)
1. Navigate to the Assigned Tasks section of the DMCS Workbench and select task T0100-01 and
Accept Task.
2. Click on the link to the subject Engineering Package and review the FINAL.PDF in the subject
Engineering Package. If Not required was selected this will be assigned to the DA for
acceptance and completion of the task. The DA’s name and date task completed will be applied
to the PDF.
3. Enter the USQ information in box7.0 Reviews.
4. If necessary, leave a comment in the Notes section for the author to review.
5. Answer the workflow control question if the Author needs to revise the Engineering Package
(Yes) or (No). If the answer is yes, this will rework the workflow back to the Author for edits
as requested. DO NOT HIT THE REWORK BUTTON.
T0100-02: ECO Review (if necessary)
1. Navigate to the Assigned Tasks section of the DMCS Workbench and select task T0100-02 and
Accept Task.
2. Click on the link to the subject Engineering Package and review the FINAL.PDF in the subject
Engineering Package.
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3. Enter the information in box 7.0 Reviews.
4. If necessary, leave a comment in the Notes section for the author to review.
5. Answer the workflow control question if the Author needs to revise the Engineering Package
(Yes) or (No). If the answer is yes, this will rework the workflow back to the Author for edits
as requested. DO NOT HIT THE REWORK BUTTON.
T0110-01: Design Authority Approval Task
1. Navigate to the Assigned Tasks section of the DMCS Workbench and select task T0110-01 and
Accept Task.
2. Click on the link to the subject Engineering Package and review the FINAL.PDF in the subject
Engineering Package.
3. If necessary, leave a comment in the Notes section for the author to review.
4. Answer the workflow control question if the Author needs to revise the Engineering Package
(Yes) or (No). If the answer is yes, this will rework the workflow back to the Author for edits
as requested. DO NOT HIT THE REWORK BUTTON.
5. If the Engineering Package has been updated by the Author at task T0040 the Design Authority
will select all approvers to review the Package again as there are likely changes to the package
that requires approvers to review again. If the rework came from Document Control and only
minor changes were made the DA can assign just the approver whose review is necessary in the
drop down. Click on the approvers name and hit select item for each approver needing to
review the package again.
6. Complete task.
T0110-02 – T0110-08: Approver Tasks
1. Navigate to the Assigned Tasks section of the DMCS Workbench and select task T0110-02 –
T0110-08 and Accept Task.
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2. Click on the link to the subject Engineering Package and review the FINAL.PDF in the subject
Engineering Package.
3. When opening the Final.PDF package the approvers will take note of the assigned approver
responsibility.
4. If necessary, leave a comment in the Notes section for the author to review.
5. Answer the workflow control question if the Author needs to revise the Engineering Package
(Yes) or (No). If the answer is yes, this will rework the workflow back to the Author for edits
as requested. DO NOT HIT THE REWORK BUTTON.
T0120: Author Final QC
1. Navigate to the Assigned Task section of the DMCS Workbench and select task T0130 and
Accept Task.
2. Click on the link to the subject Engineering Package and review the FINAL.PDF in the subject
Engineering Package, verify all information is correct.
3. Answer the workflow control question if the Author needs to revise the Engineering Package
(Yes) or (No). If the answer is yes, this will rework the workflow back to the Author for edits
as requested. DO NOT HIT THE REWORK BUTTON.
T0130: Document Control Review Task
1. Navigate to the Assigned Task section of the DMCS Workbench and select task T0130 and
Accept Task.
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2. Click on the link to the subject Engineering Package and review the FINAL.PDF in the subject
Engineering Package.
3. Check out the FINAL.PDF in the subject engineering package and add the EP page numbers to
the Package Index. Once completed check the document back into DMCS.
4. Click on the link to Change Request to add the Affected Documents/Drawings listed in Block
2.0 Package Index on the ECR. Save and close.
5. Click on the link to the Change Package to the Affected/Related ECR’s listed in Block 5.0 on
the Engineering Package.
6. Create the relationship on the Change Package to the Other Affected Documents listed in Block
6.0 on the Engineering Package.
7. Enter all applicable Work Package numbers, Project, Area, Facility, Building, System IDs and
Responsibilities on the Change Package. Document Control will not need to enter the Release
Dates on the Change Package. Once approved that information will be automatically applied.
8. Leave a comment if all is approved as Document Control. Issues requiring the Authors
attention also need to be noted here. Choose whether the author needs to revise the engineering
package (Yes) or not (No).
9. Complete task.
T0140: Document Control Final Review
1. Navigate to the Assigned Task section of the DMCS Workbench and select task T0140 and
Accept Task.
2. Review the release stamp.
3. If the release stamp placement needs to be correct, delete the stamp and answer the workflow
control question “Yes”, if the stamp placement is correct then answer no.
4. Complete task.
T0150: Derivative Classifier Apply Stamp
1. Navigate to the Assigned Task section of the DMCS Workbench and select task T0150 and
Accept Task.
2. Click on the link to the subject Engineering Package and review the FINAL.PDF in the subject
Engineering Package.
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3. Check out the FINAL.PDF in the subject engineering package located under the FILES header
and add the Derivative Classifier stamp to the pdf. Check the file back in & return the
workflow.
4. Complete Task.
Cancel Workflow
T0010: Engineering Package Author: Cancel latest approved revision of the Engineering
Package
1. Navigate to the DMCS Workbench and click on Appropriate Contractor Engineering Package
Workflow.
2. Once the Workflow is selected it will launch on the main screen. Click on T001 and Select
Cancel Engineering Package.
3. Once selection is made complete task.
T0020-02: Engineering Package Author: Select Engineering Package
1. Navigate to the Assigned Task section of the DMCS Workbench and select task T0020 and
Accept Task
2. Input the Engineering Package to cancel & wait for the green check mark to appear.
3. Complete task.
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T0070-03: Engineering Package Author – Assign Approvers
Navigate to the Assigned Task section of the DMCS Workbench and select task T0070-03 and
Accept Task
Assign Approvers in box 8.0
Complete task.
T0110-01 –T0110-08: Approver Tasks
1. Navigate to the Assigned Tasks section of the DMCS Workbench and select task
T0110-01- T0110-08 and Accept Task.
2. Click on the link to the subject Engineering Package and review the FINAL.PDF in the subject
Engineering Package.
3. When opening the Final PDF package the approvers will take note of the assigned approver
responsibility.
4. If necessary, leave a comment in the Notes section for the author to review.
5. The Engineering Package Author will need to assign himself as an approver and add a note
identifying why the Engineering Package is to be cancelled.
6. Complete Task.
T0120: Document Control Review Task
1. Navigate to the Assigned Task section of the DMCS Workbench and select task T0120 and
Accept Task.
2. Click on the link to the subject Engineering Package and review the FINAL.PDF in the subject
Engineering Package.
Complete task.
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T0130: Document Control Final Review
1. Navigate to the Assigned Task section of the DMCS Workbench and select task T0130 and
Accept Task.
2. Review the release stamp.
3. If the release stamp placement needs to be correct, delete the stamp and answer the workflow
control question “Yes”, if the stamp placement is correct then answer no.
4. Complete task.
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APPENDIX B Form Instructions
Section 1.0 Package Description
Request and Justification: Provide a summary explanation of the reason for the document or change.
Work Package/Project Number: Enter the work package number if applicable. If one is not
available or it will involve multiple numbers list N/A. Otherwise enter the work package number. The
same guidance applies for the project or task number. Enter the project or task number if there is one
associated with the EP.
Area: Enter the area where the activity is taking place. List multiple areas or put “various” for
multiple area activities. Area choices include 200E, 200W, 1100, 300, etc.
Facility: Enter the applicable facility or N/A. The facility may be N/A if the building is not part of a
larger facility complex. Facilities include PUREX, PFP, REDOX, Tank Farms, etc.
Building: Enter the applicable building or N/A. This is simply the building number.
System ID: Enter the system ID. Ensure that correct name is entered for the system ID. This is a
searchable field.
Change Description and Scope: Provide a summary explanation of the reason for the document or
change and the scope. This should be related to the request and justification above.
2.0 Package Index
In this section enter all documents that are changed as part of the package. It should be just the
document being released (in most cases) for a document action only EP and may be a variety of files in
a physical modification EP. Enter the information requested on the form. The action codes and the
E/S/R meanings are provided below for clarification. The page number column asks the page number
of the document in the total final file. Currently the page numbers have to be entered by Document
Control personnel.
Action Code Description
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NWC NWC (New Work Complete) is used for new drawings/documents released
into DMCS when the FMP is Work Complete and Field Verified. All new
drawings shall be identified as NWC. Standalone documents attached to an
FMP can be identified as NWC but are paginated as separate documents. All
NWC documents are identified within the package index section 2.0 of the
EP..
Identifying documents as NWC within the EP allows the document to be
released for work. The initial release of the EP into DMCS allows for
fabrication, construction, and installation of new SSCs as depicted on the
NWC document. The drawing or standalone document itself is not
designated as approved in DMCS until the EP is Work Complete and Field
Verified. Email the native file to Document Control for future retrieval.
New drawings created by a “Project” are issued using the DCN process. At
completion of the project the drawings are released to operations by the
FMP/EP processes.
RWC RWC (Revise Work Complete) documents are existing released documents
which have been altered to support the EP, but will not be revised until the
EP is Work Complete and Field Verified and accompanied by the
appropriate documentation. All existing essential and support drawings
altered to support the EP/Change, including “as-found” drawing
modifications, shall be identified as RWC. Standalone documents can be
identified as RWC but are paginated as separate documents. All RWC
documents are identified within the EP.
Identifying documents as RWC within the EP allows the document to be
released for work. If the document exists in digital format it may be provided
to the release station at the time of EP release for storage and later retrieval
(as with NWC documents). The initial release of the EP into DMCS allows
for fabrication, construction, and installation of new SSCs as depicted on the
RWC document. However, the drawing or standalone document itself is not
revised and released into DMCS until the EP is Work Complete and Field
Verified.
N N (New) documents can be released as part of an FMP as long as there is
drawing or another change that the document can be associated with. When
released, N documents are appended to the FMP as a section, but are
paginated separately from the FMP. All N documents are identified within
the FMP by FMP Section and Title.
N Document can be released as a document action only.
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R R (Revised) documents are standalone documents released separately from
the FMP. When revised, R documents are attached to the FMP as a section,
but are paginated separately from the FMP. All R documents are identified
within the FMP.
R documents can be released as a document action only.
I I (Information) is information included to support an EP/Change.
Documentation not entered into DMCS is categorized as “I”. This is
information relevant to the overall modification which does not require
separate tracking (e.g., permits, USQ Screening forms, catalog data, excerpts
from reference materials). All I documents are identified within the EP.
C C (Cancellation) identifies a previously approved Change Document which
is to be cancelled.
S S (Supersede) provides for supersede of a previously released document.
Supersede EPs replace the previous FMP revision in its entirety but maintain
the relations to the related documents.
RTV Void – This code is used to void a drawing. The drawing will be revised and
stamped as “VOID”. It remains in the system for historical purposes. Any
drawing that is to be voided must be updated to incorporate any outstanding
changes as part of the voiding process. This code is used only for drawings
being revised by the drafters.
RTV-A Administrative Void – This code is used to void multiple drawings and has
the task performed by document control personnel. The drawing will be
revised and stamped as “VOID” by making changes to the record file. The
CAD file will not be updated. It remains in the system for historical
purposes. Any drawing that is to be voided must be updated to incorporate
any outstanding changes as part of the voiding process.
Drawing Designations:
E = essential
S = support
R = reference.
3.0 Design Requirements
This section will be greyed out and cannot be filled in if the EP is a document action only. Otherwise,
enter the relevant design information. For a simple design this document and the descriptions will
provide function(s) for the system/equipment, the applicable requirements to the design and the design
criteria. Please see MSC-PRO-ENG-8258 for more guidance on relevant functional requirements and
Rev. 3 MSC-PRO-ENG-440 Page 41 of 45
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design criteria information to be included here. Use the graded approach, and if the relevant design
information needs more documentation that can be provided in this form generate a separate functional
requirements and design criteria document in accordance with that procedure.
4.0 Acceptance Criteria and Methods
Identify the techniques and relevant documents that are being applied to the acceptance of the
completed field work.
5.0 Other Affected Documents
In this section list all the other documents that may be affected by the proposed change. Enter the
document type, document revision number, the owning organization and the technical authority for the
documents listed.
6.0 Design Verification
If the document is a physical modification and requires a design verification, then determine if the
design verification will be done with a separate document (See MSC-PRO-ENG-8336). If it is, then
list the additional design verification documents in section 2.0 of the EP and check the box (after h).
Otherwise enter the information requested in each section and add any supporting information.
7.0 Reviews
In completing the EP flow, identify if there is a required USQ or ECO for the release of the document.
For documents that impact ONLY MSA facilities a USQ is rare. If these reviews are required, then
add the reviewers name and the document will be sent to them for their review and approval.
Otherwise select the not required box.
If a USQ review is left with No name selected it will be routed to the DA for final USQ determination.
8.0 Approvals and Distribution
Enter the information for approvers and for people to receive the document as part of the distribution
as requested in the EP process. People that are listed as approvers are not automatically added to the
distribution list and will need to be entered for distribution as well.
Rev. 3 MSC-PRO-ENG-440 Page 42 of 45
MSC Engineering Package Process Published Date: 9/24/2018 Effective Date: 9/24/2018
APPENDIX C Document Numbers
HNF-CALC-XXXXX: This document number is to be used for MSA Engineering Calculation
documents. These documents are developed in accordance with MSC-PRO-ENG-8259, MSC
Calculation Preparation and Issue.
HNF-SPEC-XXXXX: This document number is to be used for MSA Specifications.
HNF-PLAN-XXXXX: This document number is for any document that is a plan, such as
acquisition plans, assessment plans, maintenance plans or program/project execution plan, etc.
HNF-RPT-XXXXX: This document number is for non-engineering reports, HNF-ENG will be
used for MSA engineering.
HNF-FRDC-XXXXX: This document number is to be used for Functional Requirements and
Design Criteria. These documents are developed in accordance with MSC-PRO-ENG-8258.
HNF-ENG-XXXXX: This document number will be used for engineering reports/studies.
Rev. 3 MSC-PRO-ENG-440 Page 43 of 45
MSC Engineering Package Process Published Date: 9/24/2018 Effective Date: 9/24/2018
APPENDIX D Email Approval for EP
At this time, the EP software limits the signatures on an EP to 8 persons. This is being
addressed in the next revision. However, there is a process that allows for the approval of an
EP with more than 8 persons. This process is also the preferred process for the approval if
persons that are not comfortable with computer use are asked to approve the EP. This allows
people to review and approve the EPs with only use of site email. All approvers other than the
Author, the DA and the Engineering Manager can sign via the email process. The minimal
signatures in the EP process are used to release the document with the remaining email
approvals.
At Task T0040, Engineering Package Author: Fill in Engineering Package, ensure that the
Author, DA and Engineering Manager are identified in the EP process for electronic approval.
Then to obtain the other signatures using an email process, generate an email to send the
package. It is recommended that the author print the file and the ECR at Task T0090-01, Lead
Author QC/Field Walkdown. The easiest way to is print the file as a .pdf (save as a .pdf) then
the .pdf with the changes and the ECR data can be sent in the email for review and
concurrence.
With the file saved as a .pdf attach the file to the email and ensure that the email includes the
Document Number including the revision, the ECR number and that you have selected the
option for a “voting button” approval. Send the file and save the “sent file” in your email. The
sent file will allow you a single file to print showing all approvals.
When all approvals are received, then save the approval page as a .pdf and include it as the first
page after the ECR. The required signatures for release by the email approval process are the
originator/author, DA and the Engineering Manager. Identify these persons on the EP for
completion and attached the file and complete per the EP process as described in section 4.