How the NCSX Project Does Business

1. How the NCSX Project Does Business Work Planning & Design Review Processes Module 4

2. Purpose • Provides review of how the NCSX Project does business • This module will focus on: • Work Planning Processes on NCSX, including: • Work Plans • Jobs/WAFs • WP to WAF mapping • Later modules to will address other parts of how the NCSX Project will do business • Modules 1 & 2 are intended to provide overview of the NCSX Project Web and the NCSX Engineering Web • Modules 4-10 will focus other aspects of how the NCSX Project will do business • The NCSX Engineering Web is, to a major extent, the electronic NCSX filing system • Exceptions are the models and drawings contained in the Pro/INTERALINK data base and the hard copy supplier and other PPPL documents stored in the PPPL Operations Center • However – bulk of files stored electronically on this web Module 4

3. Work Planning Work Plans Per ENG-032 • WP to WAF Mapping • Ensures that every WP has at least one job/WAF associated with it • Jobs (WAFs) • Essentially P3 resource loaded schedules • Provides authorization to start work Module 4

4. PPPL Work Planning Processes Defined by PPPL Engineering Procedure ENG-032 • Applicable to all activities at PPPL involving physical changes to engineering, facilities, control computing, and technical infrastructure and equipment or involving collaborations for others • NCSX Project will follow ENG-032 • Purpose of ENG-032, Work Planning Procedure, is to: • Establish criteria by which work planning will proceed • Integrates safety into work planning • Organizes the systematic avenues by which changes will be planned, prepared, reviewed, implemented, and documented • Key decision maker in this process is the Responsible Line Manager (RLM) • List of RLMs found at: < http://engineering.pppl.gov/RLMs.doc > • RLM will approve Work Plans (WPs) • As required, the PPPL Deputy Director shall convene a Work Planning Review Board to review WPs in process to ascertain whether they comply with the graded approach guidelines contained in ENG-032 Module 4

5. When is a WP Required? • RLM, in consultation with the Cognizant Engineer (usually Job Manager), will determine whether or not a WP is required • Graded approach provides options that balance priorities, identify ES&H requirements, ensures proper controls, and provide an auditable package upon which to base authorization • Graded approach permits alternative procedure to be utilized vs. WP to plan work and mitigate hazards, but the default it to require a WP • Regardless to graded approach, a WP is always required if the change: • Is large or complex or represents a new installation into a usable space • Has a significant ES&H impact • Involves Tritium or other radioactive contaminated or activated equipment • Impact multiple projects, systems, or groups • Changes the scope or intent of the original design Module 4

6. Guides to Preparing a WP • Work Planning Form is electronic • Will need to authenticate to get to this web page: http://workplanning.pppl.gov • Electronic submittal and signatures • PROC-004 provides good guidelines to assist in preparing WP (especially for PDR or FDR) • WP leads to preparation of a Job in the Primavera (P3) database Module 4

7. What Does a WP Achieve? • Systematic way to plan the anticipated requirements of a job • Defines the scope of the job • Performs Hazard Analysis • Factors into planning all potential environmental, safety, and health issues • Establishes procedural and testing requirements • Establishes clear approval indicating ownership of the work Module 4

8. PPPL Work Planning Web Page Useful links for using PPPL WP System Sample WP Module 4

9. NCSX Design Review Process • Design reviews are performed to clarify and verify compliance with functional, project, ES&H, and quality requirements • NCSX Project will follow ENG-033 • Peer Reviews, Conceptual Design Reviews (CDRs), Preliminary Design Reviews (PDRs), and Final Design Reviews (FDRs) will be conducted and follow requirements of ENG-033 – Design Review Reports, CHITs, etc. • In general, all CHITs should be resolved prior to the next design review, and in some instances much sooner • Major difference is that on NCSX, all the design review documentation will be stored in an electronic format vs. in hard copy in the Ops Center Module 4

10. Guidelines for Conducting Design Review • Both ENG-033 and PROC-004 contain design review objectives and design review input documentation • The input documentation should be completed and provided to the Design Review Board prior to the review • Until all prerequisite design review documentation is completed, the review will NOT be scheduled or held Module 4

11. A Process for Electronically Documenting Design Reviews has been Implemented Module 4

12. NCSX CHIT/Audit Tracking Log Module 4

13. Summary • This training module has focused on the work planning and design review processes • The NCSX Project is committed to following the requirements and processes contained in: • PPPL ENG-032 – Work Planning • PPPL ENG-033 – Design Verification (as it pertains to Design Reviews) • NCSX PROC-004 augments and supplements ENG-032 and ENG-033 • No exceptions or modifications from compliance with ENG-032 • No exceptions or modifications from compliance with ENG-033 with the exception that NCSX design review records will be stored electronically on the NCSX Engineering Web vs. in the Ops Center Module 4