QAI Functional Specification

QAI Functional Specification
5
Quality Assurance and Inspections Database
FUNCTIONAL SPECIFICATION

Puget Sound Energy Page 2 of 49
Functional Specification
Revision History:
Version Date Description Contributor
v0.01 Mm/dd/2009 Original Draft Business Unit Manager
v0.02 9/22/2009 1
st
Draft uploaded to SharePoint Kathy Vinatieri

Table of Contents
1 Introduction.......................................................................................................................................... 6
1.1 Overview.................................................................................................................................. 6
1.2 Purpose ................................................................................................................................... 6
1.3 Audience.................................................................................................................................. 6
2 Overall Description............................................................................................................................... 7
2.1 Product Constraints ................................................................................................................. 7
2.1.1 Hardware Interfaces ................................................................................................ 7
2.1.2 Assumptions and Dependences.............................................................................. 7
2.2 Primary Product Requirements................................................................................................ 7
2.3 User Requirements.................................................................................................................. 8
2.3.1 Electric, Gas Site Audit and Gas High Pressure User Requirements ...................... 8
2.3.2 Vegetation Management User Requirements.......................................................... 9
2.4 User Interfaces ........................................................................................................................ 9
2.4.1 Electric, Gas Site Audit and Gas High Pressure User Interfaces............................. 9
2.4.2 Vegetation Management User Interface .................................................................. 9
2.5 New Release Requirements for Electric, Gas Site Audit and Gas High Pressure ................. 10
2.5.1 Database Consolidation......................................................................................... 10
2.5.2 Database Upload................................................................................................... 10
2.5.3 Fully Displayed Checklist....................................................................................... 10
2.5.4 Cloning an Existing Audit....................................................................................... 10
2.5.5 Reporting Enhancement........................................................................................ 10
2.5.6 Data Tool Enhancement........................................................................................ 10
2.5.7 User Preferences Form ......................................................................................... 10
2.6 Release Requirement - Vegetation Management.................................................................. 10
2.7 Proposed Future Requirements............................................................................................. 10
2.7.1 SAP Enhancement ................................................................................................ 10
3 High Level Requirements................................................................................................................... 11
3.1 User Interface Elements ........................................................................................................ 11
3.1.1 Buttons .................................................................................................................. 11
3.1.2 Special Buttons...................................................................................................... 11
3.1.3 Required Fields ..................................................................................................... 11
3.1.4 Non-applicable Fields ............................................................................................ 11
3.1.5 Window Functionality............................................................................................. 11
3.1.6 Tab Order .............................................................................................................. 11
3.1.7 Print Functionality .................................................................................................. 12
3.1.8 Navigation.............................................................................................................. 12
3.1.9 Background Color.................................................................................................. 12
3.2 Main Screen .......................................................................................................................... 13
3.2.1 Inspection Type ..................................................................................................... 13
3.2.2 Inspector Options/Function Availability.................................................................. 14
3.2.3 Administrator Function Availability......................................................................... 14
3.3 Create Records - Data Entry Form ........................................................................................ 14
3.3.1 Data Entry Form Buttons ....................................................................................... 15
3.3.2 Electric, Gas, Gas HP Data Entry Form Prototype ................................................ 16

3.3.3 Vegetation Entry Form Prototype .......................................................................... 17
3.4 Checklist................................................................................................................................ 18
3.4.1 Checklist Buttons................................................................................................... 18
3.4.2 Checklist Columns................................................................................................. 18
3.4.3 Checklist Tables .................................................................................................... 18
3.5 Search ................................................................................................................................... 19
3.5.1 Search Buttons...................................................................................................... 19
3.5.2 Electric, Gas, Gas High Pressure Search Filters ................................................... 20
3.5.3 Vegetation Search Filters ...................................................................................... 20
3.6 Data Tool............................................................................................................................... 21
3.6.1 Data Tool Buttons.................................................................................................. 21
3.6.2 Query Results Summary........................................................................................ 22
3.6.3 Inspection Items Summary .................................................................................... 22
3.6.4 Resolution Tracker ................................................................................................ 22
3.7 Reports.................................................................................................................................. 23
3.7.1 Report Selection Screens...................................................................................... 23
3.7.2 Report Criteria Screen........................................................................................... 24
3.7.3 Report Button, Link and Icon ................................................................................. 24
3.7.4 Report View Screen............................................................................................... 25
3.8 Administration........................................................................................................................ 25
3.9 User Preferences Form ......................................................................................................... 25
4 Specific Requirements....................................................................................................................... 26
4.1 Electric Site Audit................................................................................................................... 26
4.1.1 Data Entry Screen Fields....................................................................................... 26
4.1.4 Electric Site Audit Inspection Items ....................................................................... 30
4.1.5 Search: Searchable Fields.................................................................................... 31
4.1.6 Data Tool: Searchable Fields ............................................................................... 31
4.1.7 Electric Reports & Queries .................................................................................... 32
4.1.8 Report Terminology Changes................................................................................ 33
4.2 Gas Site Audit........................................................................................................................ 34
4.2.4 Gas Site Audit Inspection Items............................................................................. 38
4.2.7 Reports.................................................................................................................. 40
4.3 Gas High Pressure ................................................................................................................ 42
4.3.3 Checklist Table...................................................................................................... 44
4.3.4 Gas High Pressure Inspection Items ..................................................................... 45
4.3.7 Reports.................................................................................................................. 46
5 Appendix............................................................................................................................................ 49
5.1 Report Prototypes.................................................................................................................. 49

5.1.1 Deviations by Classification................................................................................... 49

1 Introduction
1.1 Overview
The Puget Sound Energy Quality Assurance and Inspections (QA&I) group uses Access
databases with a SQL backend for recording, storing, tracking and reporting audit and inspection
information. The Access databases have been used longer than planned and are near or at
capacity.
Currently Electric, Gas, and Gas High Pressure inspection data is being stored on several Access
databases which are input into three SQL databases. These databases often become out of
synch due to product limitations. The current Access database reporting tools were initially
designed over 5 years ago with the assumption that the technology would not exceed 5 years.
Design limitations are affecting data capture and reporting capabilities.
In the current system the reports and queries are separate. In the new system the reports and
queries should be combined into one single interface.
Vegetation inspection data is currently being stored in Excel spreadsheets. This data needs to be
entered into a database for improved tracking, detailed reporting and data storage.
A new program has been funded to replace the system that uses Access.
1.2 Purpose
This document defines the functionality of the new system.
1.3 Audience
This document is intended for IT, including but not limited to the business unit owner, technical
owner and other supporting entities.

2 Overall Description
QA&I Inspectors perform field audits and inspections of construction and maintenance work. The
results need to be reported to management.
PSE management needs to be able to provide reports to executives and regulatory agencies.
2.1 Product Constraints
Inspectors must have the ability to upload data while within wireless network range.
When out of wireless network range inspectors will have the capability of entering data into a form
that will be up loadable when the inspector reenters wireless network range.
2.1.1 Hardware Interfaces
The client application should reside on inspector’s laptops running Microsoft Windows
Operating System.
2.1.2 Assumptions and Dependences
This program assumes that:
 All inspector laptops are running the Windows Operating System
 All laptops have wireless capability
2.2 Primary Product Requirements
These are the primary product requirements;
1. Users need to be able to input and edit inspection results onto their laptops while out in the
field.
2. The inspection results must be able to be uploaded to a SQL database via the Internet.
3. Users must be able to create reports when connected to the network.

2.3 User Requirements
2.3.1 Electric, Gas Site Audit and Gas High Pressure User Requirements
These are the user’s primary requirements:
Task Inspector Administrator
Creates new records self and contract inspectors
Creates new records for other inspectors
Views all records, created by self and others.
Edits records created by self <= 7 days old
Edits records created by self > 7 days old with no
unresolved issues
Edits records created by self > 7 days old with
unresolved issues
Edits records created by self <= 7 days old with
unresolved issues
Edits records that were created by someone else
Able to search all records, created by self and others.
Clones all records, created by self and others.
Able to print all records, created by self and others.
Able to email all records, created by self and others.
Deletes records created by self <= 7 days old
Deletes records created by self > 7 days old
Deletes records that were created by others
Maintains all tables including the security table.
The 7-day clock starts when:
Record Type Record Age
Record with no actions required The day the record was created
Record created with unresolved issues The modified date in which last unresolved
issue was resolved
Task Inspector Administrator
Able to use Data Tool
Runs Reports
Inspectors can be able to run reports and/or run queries if they are granted additional privileges.

2.3.2 Vegetation Management User Requirements
TBD
2.4 User Interfaces
2.4.1 Electric, Gas Site Audit and Gas High Pressure User Interfaces
There needs to be unique data entry forms for 1) Electrical Audits, 2) Gas Audits and 3)
Gas High-Pressure Inspections.
All forms should have a similar look and feel. Forms will share some common fields.
The client application should support the following functions:
 Save
 Print
 Automatic Upload
 Clone
 Email
2.4.2 Vegetation Management User Interface
TBD

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2.5 New Release Requirements for Electric, Gas Site Audit and Gas High Pressure
2.5.1 Database Consolidation
The current SQL/MS Access-based application is a loosely knitted collection of nine
backend databases which are functionally replicated onto client-side machines on an as
needed basis. This architecture results in chaos.
 Design and implement a replacement SQL backend as a single construct
 Single SQL database for all audit types
 User authentication based on Active Directory and User Role
2.5.2 Database Upload
Provide the ability for records to be automatically uploaded when the program is
connected to the SQL server. In cases where connectivity is not available, provide an
automatic upload (synch up) of data immediately upon restoration of connectivity.
 Real-time connectivity
 Confirmation of upload
2.5.3 Fully Displayed Checklist
The current design requires that each inspection item be entered separately. This feature
needs to be changed into a table display of available inspection items from which all
necessary items can be selected.
The checklist can either be displayed at the bottom of the form, making it a long form, or
it can be a separate window.
2.5.4 Cloning an Existing Audit
Provide the ability to clone an existing audit.
 Inspectors and Administrators should be able to clone all records.
2.5.5 Reporting Enhancement
Make it so new reports can be added and existing reports can be modified without
requiring changes to the code. When a change is made, users will automatically have
the ability to run the reports without having to install new version of the program.
2.5.6 Data Tool Enhancement
Make it so users can export queried data to Excel files.
2.5.7 User Preferences Form
Make it so users can save their preferred screen background color on a separate form.
2.6 Release Requirement - Vegetation Management
This is a new inspection program that will capture vegetation management data in the
same way that electric and gas inspection data is captured.
2.7 Proposed Future Requirements
2.7.1 SAP Enhancement
Link with SAP to retrieve existing data. Use the existing web service for SAP Work order
data, and populate corresponding data fields in the QAI application. This feature would
reduce time spent on data entry and reduce the risk for data entry errors.

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3 High Level Requirements
The Quality Assurance and Inspection application should provide users the ability to record inspection
data into a database and query the results.
3.1 User Interface Elements
3.1.1 Buttons
Buttons should appear differently depending on whether or not the functionality is
available.
Button Description
Active buttons should be displayed with dark font, a dark boarder
and blue background.
Inactive buttons should be displayed with faded font, faded
boarder and a washed out background.
3.1.2 Special Buttons
Special buttons should appear have a different background.
Button Description
The Edit Record button should be displayed with a yellow
background.
The Delete Record button should be displayed with a red
background.
3.1.3 Required Fields
Required fields should have a green background and red dots.
3.1.4 Non-applicable Fields
Non-applicable fields should be made invisible on all forms.
3.1.5 Window Functionality
Users should have the ability to minimize, maximize and close windows. The close
button should only close the current window.
3.1.6 Tab Order
Users should have the ability to use the tab key to navigate fields. Tab order should go
left to right, and top down.

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3.1.7 Print Functionality
Whenever a user clicks a print button, the system should display a print window giving
the user the option to select a printer.
3.1.8 Navigation
The system should only be able to have one record open at a time. When a window is
closed, the system should display the previous window. For example, when a checklist is
closed, the data entry window should be displayed.
3.1.9 Background Color
Buttons should allow the user to change the background color of the screens.
Selectable colors should include:
 Tan
 Light Gray
 Gray
 White

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3.2 Main Screen
When the user starts the application there should be a main screen that allows users to select:
 Inspection Type
 Options
 User Preferences
Functionality will be enabled or disabled depending on network connectivity and the individual’s
security profile.
Electric Inspector Options Electric Administrator Options
3.2.1 Inspection Type
If an inspector has permissions for only one Inspection Type, the application will default
to that inspection type.
If a user has permissions for more than one Inspection Type, the user will be required to
select an inspection type to activate the optional buttons.
Note: An Inspection Type does not have to be selected in order for the Administration
button to be active.

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3.2.2 Inspector Options/Function Availability
Function Connected Disconnected
Create/Edit Records
Search
Data Tool
3.2.3 Administrator Function Availability
Function Connected Disconnected
Create/Edit Records
Search
Data Tool
Reports
Administration
3.3 Create Records - Data Entry Form
The data entry form should give the user the ability to create new records and edit existing
records.
The data entry form should appear when the user clicks the Create Records button. When an
inspector clicks the Create Records button, the data entry form should be displayed as a blank
form ready for user input.
The form should display several required and non-required fields.
Functionality on the data entry form should include;
 Save a record
 Delete a record
 Print a record
 Email a record
 Clone a record

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3.3.1 Data Entry Form Buttons
Functions on the data entry form should be made available in button format.
Button Function
When the user clicks the New Record button, the system should open
a new blank data entry form. The New Record button should only be
available when the user is on an existing record.
When the user clicks the Open Checklist button, the system should
open a checklist in a different window. The Open Checklist button
should only be available after all required fields have been entered.
When the user clicks the Email button the application should generate a
report of the current inspection, invoke Outlook, create an automatically
generated email with the report attached in .pdf format. The subject line
of the email should be customized depending on the inspection type
and the message body of the email should also be customized
depending on the inspection type.
When the user clicks the Print button the application should generate a
report of the current inspection and invoke a print dialog box that will
allow the user to select which printer to use.
New feature. When the user clicks the Clone Record button the
application should copy several fields of the record that the user is
currently viewing. Then, the application should present a message that
asks the user if he/she wants continue. Note: This function will not be
implemented in the Vegetation inspection form.
When the user clicks the Edit Record button, the system should unlock
the current record and make it editable. This button toggles to become
the Lock Record Button when clicked.
When the user clicks the Lock Record button, the system should lock
the current record and make it read-only. This button toggles to
become the Edit Record Button when clicked.
When the user clicks the Undo Edits button, the system should discard
changes that have not been saved.
When the user clicks the Delete button, the system should display a
message asking the user to confirm the deletion.
When the user clicks the Save button, the system should check to see if
all required fields are populated and valid.
If this is a new record and the check is successful, the Data Entry Code
should be generated and displayed in the Data Entry Code field.
If the check is not successful, the user should be prompted to complete
all required fields. When all required fields are complete and valid the
record is saved.

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3.3.2 Electric, Gas, Gas HP Data Entry Form Prototype
This prototype was approved by Dean on 9/23/09.

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3.3.3 Vegetation Entry Form Prototype

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3.4 Checklist
The checklist should give inspectors the ability to record detailed inspection results.
3.4.1 Checklist Buttons
Button Function
When the user clicks the Undo Edit button, the system should discard
changes that have not been saved.
The Undo Edits button should only be available after the checklist has
been previously saved and modified.
When the user clicks the Save button, the system should save the
changes.
When the user clicks the Edit Record button, the system should unlock
the current record and make it editable. This button toggles to become
the Lock Record Button when clicked.
When the user clicks the Add button, the system should duplicate the
Inspection Item.
When the user clicks the Minus button, the system should
remove/delete the Inspection Item.
3.4.2 Checklist Columns
Checklist columns vary depending on inspection type. For lists of checklist columns,
refer to the Specific Requirements section of this document.
Electric, Gas Site Audit and Gas High Pressure inspection types should have a column
titled Inspection Item. The order in which the inspection items appear on the checklist
should be determined and controlled by the System Administrator.
3.4.3 Checklist Tables
Checklist tables vary depending on inspection type. For lists of checklist tables, refer to
the Specific Requirements section of this document.

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3.5 Search
The Search screen should give users the ability to find records based on user-specified criteria.
Criteria options are presented in drop-down lists.
Once the search has been performed, results can be printed and/or emailed. Users should have
the ability to double-click a record, which will then be opened in the Create/Edit Records module.
3.5.1 Search Buttons
Button Function
When the user clicks the Search button, the system
should search the local data and retrieve records matching
the specified criteria.
When the user clicks the View Record button, the system
should open the highlighted record in the Create/Edit
Records module.
When the user clicks the Clear button, the system should
reset the date, reset the radio buttons, clear the search
query and clear the results list.
When the user clicks the Export Results as Spreadsheet
button, the system should export the search criteria and
results to one Excel workbook with two separate
worksheets. One worksheet should contain search criteria
and the other worksheet should contain the search results.
The system should prompt the user to save the
spreadsheet. When saving the spreadsheet, the user
should be able to accept the default name and location or
change the file name and/or location. The default file
name should be QAI_SearchResults_<date>_<time>. The
default location should be the user’s desktop.
After the spreadsheet has been saved, the system should
prompt the user to open the file.
By default, the Export Results as Spreadsheet button
should be disabled when Search is launched. The Export
Results as Spreadsheet button should also be disabled
after there has been a change in the search criteria. The
Export Results as Spreadsheet button should only be
available after the data has been queried.
When the user clicks the Print Each Report Listed
button, the system should individually print all the records
in the results list. If more than 25 records are on the
reports list, the system should prompt the user to continue
or cancel.

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Button Function
When the user clicks the Email Each Report Listed
button, the system should initiate an email and attach all
the records in the results list. Attached records should be
in .pdf format. If more than 25 records are on the reports
list, the system should prompt the user to continue or
cancel.
3.5.2 Electric, Gas, Gas High Pressure Search Filters
A user should be able to select one of the following search filter options:
3.5.3 Vegetation Search Filters
A user should be able to select one of the following search filter options:

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3.6 Data Tool
The Data Tool screen should give users the ability to query data based on user-specified criteria.
This feature does not need to be available when the user is not connected to the network.
The queried data should be presented in a summary format. After the query has been performed,
users should be able to export results into a spreadsheet, print the results or email them.
3.6.1 Data Tool Buttons
Button Function
When the user clicks the Start Query button, the system
should query the database.
By default, the Start Query button should be enabled
when the Data Tool is launched. It should also be
enabled after the query options have been changed.
When the user clicks the Clear all Query Fields button,
the system should clear the search form. By default, the
Clear all Query Fields button should be disabled when
the Data Tool is launched. The Clear all Query Fields
button should be enabled after the selection criteria has
been changed.
When the user clicks the Export Results as
Spreadsheet button, the system should export the
criteria, query results and inspection items to one Excel
workbook with three separate worksheets.
The system should prompt the user to save the
spreadsheet. When saving the spreadsheet, the user
should be able to accept the default name and location or
change the file name and/or location. The default file
name should be QAI_DATA Tool_date_time stamp. The
default location should be the user’s desktop.
After the spreadsheet has been saved, the system should
prompt the user to open the file.
By default, the Export Results as Spreadsheet button
should be disabled when the Data Tool is launched. The
Export Results as Spreadsheet button should also be
disabled after there has been a change in the selection
criteria. The Export Results as Spreadsheet button
should only be available after the data has been queried.

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3.6.2 Query Results Summary
The Query Results section displays a summary of totals. The data fields displayed will
vary depending on the inspection type.
3.6.3 Inspection Items Summary
The Inspection Items section displays a list of Inspection Items and a total of all the
Inspection Item’s results. The data used in creating this summary is pulled from the
checklists.
3.6.4 Resolution Tracker
The Resolution Tracker section displays the number of items awaiting resolution grouped by
how long the items have been awaiting resolution. Dates used for calculation are as follows:
Inspection Type Dates Used for Calculation
Electric Site Audit Date Audit Sent and query End Date
Gas Site Audit Inspection Date and query End Date
Gas High Pressure Inspection Date and query End Date

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3.7 Reports
The Reports screen should give users the ability to run a list of pre-defined reports based on
user-specified criteria.
This feature does not need to be available when the user is not connected to the network.
When a user clicks the Reports button on the main menu, the system should display screens that
will lists available reports.
3.7.1 Report Selection Screens
The first screen will have folders; one for each inspection type. The user should double-click the
appropriate folder to view the available reports.
This screen allows the user to select the Classification Breakdown report. When more reports
are added to the program there will a list of several reports. The number of reports will vary
depending on inspection type.
After the report is selected the user can specify criterion to view the report or print the report.

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3.7.2 Report Criteria Screen
After the user selects a report, then he/she should be prompted to enter criteria for the report.
3.7.3 Report Button, Link and Icon
Button Function
When the user clicks the View Report button, the system
should display the report.
Export
When the user clicks the Export link, the system should
display the export the data to the format chosen by the
user.
When the user clicks the Print icon, the system should
print the report.
Here the user enters the
criteria for the report.

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3.7.4 Report View Screen
This reporting screen should allow users to print or export reports into several formats, including
Excel, CSV and PDF.
3.8 Administration
The Administration screen should give users the ability to maintain all tables. This feature does
not need to be available when the user is not connected to the network.
3.9 User Preferences Form
The User Preferences form should give users the ability to change the background color on their
screen. This feature should work when the user is disconnected from the network.
PDF format

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4 Specific Requirements
4.1 Electric Site Audit
4.1.1 Data Entry Screen Fields
The Electric Site Audit data entry screen should allow the user to enter data into the
following fields:
Field Label
Electric Site
Audit
Inspected By
Inspection Date
Date Audit Sent
Audit Type
Inspection Time
Duration in Hours
SAP Number
Order Type Code
MAT Code
Job Address
County
City
Project Name
Crew Employed By
Main Work Center
Crew on Site
Person in Charge
PM or Eng
Joint Facility
Correction Verified
Corrected By
Corr Verif Duration
Corr Verif Dt
Tracker 1
Tracker 2
Comments
Required Field
Applicable Field

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The Electric Audit checklist should display the following columns:
Field Definition Input Type
Add
This column should display a button. When the user
wants the duplicate the inspection item, then he/she
should click the button next to the inspection item.
When an inspection item is duplicated, only the
Inspection Item column should be duplicated. No other
columns should be populated on the new Inspection
Item line.
Button
Del
wants to delete an inspection item, then he/she should
click the button next to the inspection item.
Button
Inspection Item
Items that appear in the Inspection Item column vary
depending on inspection type. For lists of inspection
items, refer to the Specific Requirements section of this
document.
Disabled
Drop-down
Item
Applicability
This column should display a drop-down list. The
content of the drop down is drawn from the
Insp_Item_Status table.
Drop-down
Total
Inspections
The Total Inspections field should total the number of
satisfactory and unsatisfactory items.
Display sum of
Satisfactory +
Unsatisfactory
Satisfactory
This column should allow the user to enter a number.
The number should represent the number of items that
were inspected and satisfactory.
Numeric
Unsatisfactory
Indicates that one or more of the inspection item checks
do not fully meet PSE requirements/specifications. A
correction may or may not be required depending on the
item.
For those "Unsatisfactory" inspection items where
correction is not required we still need to handle the
problem but we don't have to track the fix like we do
when it pertains to problems with the actual facility
being installed.
Numeric

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Classification
This is a required field anytime a number is entered into
the "Unsat" field. The Inspector selects one of the
options from the drop down box. If more than one
classification applies to a problem the Inspector should
pick the classification that they believe best applies. If
there is more than one "Unsat" number for an
Inspection Item and different classifications would apply
to the problems the Inspector should pick what they
would consider the most serious and classify the
Inspection Item line with that classification. The field
defaults to N/A when the "Unsat" field contains a "0".
Drop-down
Action Required
The Action Required field should allow users to enter a
number. This number represents the number of
Unsatisfactory items that require remediation.
Numeric
Date Resolved This column should allow the user to enter a date. Date
Remarks
This is not a required field and does not need to be
entered in order to complete the Form. Although this
field appears to be small it can hold a great amount of
text (64,000 characters). Details about a specific
Inspection Item should be entered here rather than in
the "Comments Section".
When corrections are required the name of the person
making the corrections (if different than name in the
"Corrected By" field) should entered here along with
verification information.
Remarks should include a description of the problem
along with the proximity of the deviation and its severity.
Clearance deviations should always include the
measurements. The Operating Standard or Procedure
reference should also be stated in this section whenever
a deviation is noted. After a problem has been corrected
the details about the correction should also be put in the
Remarks. The text from the Remarks field is included in
numerous reports. For this reason the preference is that
the text NOT BE ALL CAPITALS.
Text field

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The Electric Audit checklist should display the following tables:
Table Values
Inspection Item For a list of inspection items, refer to the next section.
Item Applicability
Inspection Status field should be defaulted to Not
Applicable and the drop down list should be in this
order:
Not Applicable
Yes – Inspected
Yes – Not Available
Yes – Not Inspected
Classification
Classification field should be defaulted to N/A and the
drop down list should be in this order:
Safety High
Safety Low
Operability
Reliability
Regulatory
N/A

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4.1.4 Electric Site Audit Inspection Items
These inspection items should appear in the Electric Site Audit inspection checklist.
1. Anchor & Guys
2. Capacitors
3. Clearances - OH
4. Conduit
5. Engineering
6. Facilities Placement
7. Grid Number
8. Grounds / Neutrals UG & OH
9. J-Boxes
10. Locked and Secured
11. Metering
12. OH Conductor
13. OH Switches
14. OH Transformers
15. PM Switch
16. PM Transformer / TUT
17. Pole Framing
18. Pole Installation
19. Primary Metering UG & OH
20. Reclosers
21. Regulators
22. Restoration
23. Riser - Primary & Secondary
24. Sec HH
25. Secondary UG & OH
26. Sectionalizers
27. Services UG & OH
28. Street Lights
29. Termination - Primary & Secondary
30. UG Cable - Primary
31. Vaults

Puget Sound Energy
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4.1.5 Search: Searchable Fields
When a searching Electric Site Audit records, the following fields should be searchable:
 Start Date
 End Date
 Audit Type
 Inspected By
 SAP Order Number
 Data Entry Code
 Project Name *
 Job Address *
 City
 County
 Crew Employed By
 Crew on Site
 Person in Charge
 PM or Eng
 MAT Code
* Make as a wild card search
4.1.6 Data Tool: Searchable Fields
 Start Date
 End Date
 Audit Type
 City/Unincorporated County
 County
 Main Work Center
 Inspected By
 PM or Eng
 Joint Facility
 Crew on Site
 MAT Code

Puget Sound Energy
Page 32 of
49
4.1.7 Electric Reports & Queries
After a user opens the Electric inspections folder and selects a report, the user should be
able to filter report results by selecting Crew Employed by, Audit Type, Start Date and
End Date.
The following table lists the reports needed for Electric Site Audits and the priority of
need.
Priority Status Report Title Notes
1 Modify
the old
report
Deviation
Classification Report
Include SAP Order Number column in the results.
1 New Deviation Report Change name to "Deviation Report". Remove
Summary table at the top. Include SAP Order Number
column in the results.
1 Duplicate
the old
query
Search for possible
duplicate records
This is a periodic quality control process that allows the
user to search for records that have the same Date,
Order Number, and Inspector, which could indicate that
a duplicate record may have been created.
1 Duplicate
the old
query
StaCon query This query retrieves audit data for the StaCon Report.
In addition to entering the date range remember to
select "Text Delimiter = ~" before running this query.
2 New Quality Assurance
Monthly Report
This report can be created from data queried in the
Data Tool.
2 Duplicate
the old
report
Outstanding
Deviation
2 Duplicate
the old
report
Consistency Report
by County
2 Duplicate
the old
report
Inspector Comp by
MAT Code
This report lists all the Inspectors and compares their
inspections over a specified date range, MAT code,
and Crew Employed By.
2 Modify
the old
report
Inspector Comp This report lists all the Inspectors and compares their
inspections over a specified date range and Crew
Employed By.
2 Duplicate
the old
query
Search for all
uncorrected
deviations being
tracked
2 Duplicate
the old
query
Inspection Items
Being Checked
This query retrieves a list of all Inspection Items
checked during a specified period of time. It shows how
many times an Item was checked along with the
amount Satisfactory, Unsatisfactory and Percent
Satisfactory.

Puget Sound Energy
Page 33 of
49
2 Duplicate
the old
query
StaCon Inspection
Items Being Checked
checked during a specified period of time. It shows how
many times an Item was checked along with the
Satisfactory. StaCon MAT Code table is used in this
query.
3 Duplicate
the old
report
Consistency Report
by MAT Code
4.1.8 Report Terminology Changes
Old Field Name New Field Name
Form Completed By Inspected By
Initial Input Date Record Created
Project Manager/Engineer PM or Eng
Correction Verification Date Corr Verif Dt

Puget Sound Energy
Page 34 of
49
4.2 Gas Site Audit
The Gas Site Audit data entry screen should allow the user to enter data into the
following fields:
Field Label Gas Site Audit
Inspected By
Inspection Date
Audit Type
Inspection Time
Duration in Hours
SAP Number
Order Type Code
MAT Code
Job Address
County
City
Project Name
Crew Employed By
Main Work Center
Crew on Site
Person in Charge
Fuser/Welder 1
Fuser/Welder 2
Fuser/Welder 3
Joint Facility
Facility Inspected
Install Method
Carrier Pipe
Pressure
Correction Verified
Corrected By
Corr Verif Dt
Tracker 1
Tracker 2
Comments
Required Field
Applicable Field

Puget Sound Energy
Page 35 of
49
The Gas Site Audit checklist should display the following columns:
Add
Item line.
Button
Del
Button
Inspection Item
document.
Drop-down
Item
Applicability
This column should display a drop-down list. The
content of the drop down is drawn from the
Insp_Item_Status table.
Drop-down
Total
Inspections
Display sum of
Satisfactory +
Unsatisfactory
Satisfactory
Numeric
Unsatisfactory
item.
being installed.
Numeric

Puget Sound Energy
Page 36 of
49
Classification
This is a required field anytime a number is entered into
the "Unsat" field. The Inspector selects one of the
options from the drop down box. If more than one
classification applies to a problem the Inspector should
pick the classification that they believe best applies. If
there is more than one "Unsat" number for an
Inspection Item and different classifications would apply
to the problems the Inspector should pick what they
would consider the most serious and classify the
Inspection Item line with that classification. The field
defaults to N/A when the "Unsat" field contains a "0".
Drop-down
Action Required
Numeric
Remarks
Text field

Puget Sound Energy
Page 37 of
49
The Gas Site Audit checklist should display the following tables:
Table Values
Item Applicability
Inspection Status field should be defaulted to Not
Applicable and the drop down list should be in this
order:
Not Applicable
Yes – Inspected
Yes – Not Available
Yes – Not Inspected
Classification
Classification field should be defaulted to N/A and the
drop down list should be in this order:
Safety High
Safety Low
Operability
Reliability
Regulatory
N/A

Puget Sound Energy
Page 38 of
49
4.2.4 Gas Site Audit Inspection Items
These inspection items should appear in the Gas Site Audit inspection checklist.
1. Clearance - Underground
2. Coatings on Buried Pipe
3. Compaction
4. Cover and Pipe Depth
5. CP Requirements
6. Equipment Calibration Verified
7. Exposed Facility Protected
8. Final Backfill Material
9. Fusion
10. Initial Backfill Material
11. Inserted Pipe
12. Joining Pipe other than Weld or Fuse
13. Leak Testing
14. Locate Wire
15. Manuals on Site
16. Materials Handling, Storage and Transportation
17. Meter Set Assembly
18. Other
19. Painting/Coating Exposed Facility
20. Pipe: General Installation/Retirement Requirements
21. Purging
22. Qualification Card
23. Restoration
24. Service Prerequisites and Route Requirements
25. Squeezing Pipe
26. Tapping/Stopping
27. Valves - Main, Service, Excess Flow
28. Welding

Puget Sound Energy
Page 39 of
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When a searching Gas Site Audit records, the following fields should be searchable:
 Start Date
 End Date
 Audit Type
 Inspected By
 Data Entry Code
 Project Name *
 Job Address *
 City
 County
 Crew on Site
 Fuser/Welder
 MAT Code
 Carrier Pipe
 Pressure
 Facility Inspected
When a using the data tool with Gas Site Audit records, the following fields should be
searchable:
 Start Date
 End Date
 Audit Type
 County
 Inspected By
 Joint Facility
 Crew on Site
 MAT Code
 Carrier Pipe

Puget Sound Energy
Page 40 of
49
4.2.7 Reports
After a user opens the Gas Site Audit inspections folder and selects a report, the user
should be able to filter report results by selecting Crew Employed by, Audit Type, Start
Date and End Date.
When a user selects a query, the user should be able to select Start Date, End Date,
Audit Type and MAT Code.
The following table lists the reports needed for Gas High Pressure and the priority of
need.
1 Modify the
old report
Deviation
Include SAP Order Number column in the results.
1 New Deviation Report Change name to "Deviation Report". Remove
Summary table at the top. Include SAP Order
Number column in the results.
1 Duplicate
the old
report
Inspection Item
Applicability Report
1 Duplicate
the old
query
Search for possible
duplicate records
This is a periodic quality control process that allows
the user to search for records that have the same
Date, Order Number, and Inspector, which could
indicate that a duplicate record may have been
created.
1 Duplicate
the old
query
StaCon query This query retrieves audit data for the StaCon
Report. In addition to entering the date range
remember to select "Text Delimiter = ~" before
running this query.
2 New TBD - Dean will let
us know
This report can be created from data queried in the
Data Tool.
2 Duplicate
the old
report
Outstanding
Deviation
2 Duplicate
the old
report
Inspector Comp by
MAT Code
This report lists all the Inspectors and compares their
inspections over a specified date range, MAT code,
and Crew Employed By.
2 Modify the
old report
Inspector Comp This report lists all the Inspectors and compares their
inspections over a specified date range and Crew
Employed By.
2 Duplicate
the old
report
Inspector
Consistency:
Counties
2 Duplicate
the old
query
Jobs Audited More
Than Once
This query lists SAP numbers that occur in more
than one record and the number of occurrences.

Puget Sound Energy
Page 41 of
49
2 Duplicate
the old
query
Inspection Items
Being Checked
checked during a specified period of time. It shows
how many times an Item was checked along with the
Satisfactory.
2 Duplicate
the old
query
StaCon Inspection
Items Being Checked
checked during a specified period of time. It shows
how many times an Item was checked along with the
Satisfactory. StaCon MAT Code table is used in this
query.
2 Duplicate
the old
query
Unresolved Audit List This query allows the user to search for all Inspection
Items that have "Action Req" > 0 and no "Date
Resolved".
3 Duplicate
the old
report
Inspector
Consistency: Crew
on Site
3 Duplicate
the old
report
Inspector
Consistency:
Correction
Verification
Make sure report name on list matches report name
on report.
3 Duplicate
the old
report
Resource Allocation
by County
3 Duplicate
the old
report
Consistency Report
by MAT Code
3 Duplicate
the old
report
Resource Allocation
by MAT Code
3 Duplicate
the old
report
Resource Allocation
by Facilities
Inspected
3 Duplicate
the old
report
Resource Allocation
by Main Work Center
Fuser/Welder/Fitter 1 Fuser/Welder 1
Joint Trench Joint Facility
Installation Method Install Method
Correction Verification Date Corr Verif Dt

Puget Sound Energy
Page 42 of
49
4.3 Gas High Pressure
The Gas High Pressure data entry screen should allow the user to enter data into the
following fields:
Field Label Gas High Pressure
Inspected By
Inspection Date
Inspection Start Time
Duration in Hours
SAP Order Number
Order Type Code
MAT Code
Job Address
County
City/Unincorporated County
Project Name
Crew Employed By
Main Work Center
Crew on Site
Person in Charge
Fuser/Welder 1
Fuser/Welder 2
Fuser/Welder 3
Joint Facility
Facility Inspected
Install Method
Carrier Pipe
Pressure
Pipe Grade
Pipe Footage Ins
X-Ray Qty
MagParticle Qty
Tracker 1
Tracker 2
Comments
Required Field
Applicable Field

Puget Sound Energy
Page 43 of
49
The Gas High Pressure checklist should display the following columns:
Add
Item line.
Button
Del
Button
Inspection Item
document.
Drop-down
Total
Inspections
Display sum of
Satisfactory +
Unsatisfactory
Satisfactory
Numeric
Unsatisfactory
item.
being installed.
Numeric
Action Required
Numeric

Puget Sound Energy
Page 44 of
49
Remarks
Text field
4.3.3 Checklist Table
The Gas High Pressure checklist should display the following table:
Table Values

Puget Sound Energy
Page 45 of
49
4.3.4 Gas High Pressure Inspection Items
These inspection items should appear in the Gas High Pressure inspection checklist.
1. Bending Steel Pipe
2. Boring and Plowing
3. Calibration Check Gas Scope
4. Calibration Check of Gauges & Chart Recorders
5. Calibration Check of Pocket Pot
6. Calibration Check of Pyrometer
7. Clearance - Underground
8. Coatings on Buried Pipe
9. Compaction
10. Correct Weld Procedure Used
11. Cover and Pipe Depth
12. CP Requirements
13. De-watering
14. Erosion Control
15. Final Backfill Material
16. Final Restoration
17. Fusion
18. Gas Field Procedures
19. Gas Operating Standards
20. Guard Post
21. Initial Backfill Material
22. Inserting In New Steel Casing
23. Installing Casing
24. Jeeping
25. Job Site Materials Inspected
26. Joining Pipe other than Weld or Fuse
27. Locate Wire
28. Main - Design & Installation
29. Main As-Built
30. Main Valve
31. Operator Qualification
32. Other
33. Painting/Coating Exposed Facilities
34. Pigging
35. Pipe Handling, Storage and Transportation
36. Plating/Cordoning
37. Preventing Accidental Ignition
38. Purging
39. Qualification Card
40. Radius Bend of PE
41. Rough Cleanup
42. Squeezing PE Pipe
43. Stopping other than Squeezing
44. Tapping Pipe
45. Testing
46. Tie-in
47. Trench Requirements

Puget Sound Energy
Page 46 of
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When a searching Gas High Pressure records, the following fields should be searchable:
 Start Date
 End Date
 Inspected By
 Data Entry Code
 Project Name *
 Job Address *
 County
 City
 Crew on Site
 Fuser/Welder
 MAT Code
 Carrier Pipe
 Pressure
 Facility Inspected
 Start Date
 End Date
 County
 Inspected By
 Joint Facility
 Crew on Site
 MAT Code
 Carrier Pipe
4.3.7 Reports
After a user opens the Gas High-Pressure folder and selects a report, the user should be
able to filter report results by selecting Start Date, End Date and Crew Employed by.

Puget Sound Energy
Page 47 of
49
When a user selects a query for Gas High-Pressure inspections, the user should be able
to filter report results by selecting Start Date, End Date and MAT Code.
The following table lists the reports needed for Gas High Pressure and the priority of
need.
1 Duplicate
the old
report
Inspector
Consistency: Hours
1 Duplicate
the old
report
Resource
Allocation by SAP
Number
2 Duplicate
the old
report
Resource
Allocation by
County
2 New TBD - Dean will let
us know
2 New
Query
Last Upload Report Lists each unique "Inspected By" and the latest upload
date occurring with their records
2 New
Query
Inspection Detail
Report - All
Inspectors
List all inspectors and the quantity (Total Insp) for each
Inspection Item, Pipe Footage, Xray, Mag Particle
2 New
Query
Inspection Detail
Report - By
Inspector
Shows one inspector and the quantity of Total Insp, Sat,
Unsat, Percentage Satisfactory for each Inspection Item.
Provides sum of Pipe Footage, Xray, Mag Particle for all
inspections for that inspector in the specified date range.
3 Duplicate
the old
report
Consistency Report
by MAT Code
3 Duplicate
the old
report
Resource
Allocation by MAT
Code
scrub mat list
3 Duplicate
the old
report
Resource
Allocation by
Facilities Inspected
3 Duplicate
the old
report
Resource
Allocation by Main
Work Center

Puget Sound Energy
Page 48 of
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Joint Trench Joint Facility
Installation Method Install Method
Pipe Footage Inspected Pipe Footage Ins.

Puget Sound Energy
Page 49 of
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5 Appendix
5.1 Report Prototypes
5.1.1 Deviations by Classification

QAI Functional Specification

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