Pulse

SCADA/HMI
Event Manager

January 2013

Copyright
The information in this document is subject to change without prior notice and does
not represent a commitment on the part of AFCON Software and Electronics Ltd.
No part of this document may be used or reproduced in any manner whatsoever
without written permission from AFCON Software and Electronics Ltd.
The software described in this document is furnished under a license agreement or
a non-disclosure agreement.
The software may be used or copied only in accordance with the terms of the
agreement. It is against the law to copy this software on any other medium for any
purpose other than the purchaser's personal use.
Copyright 2013 AFCON Software and Electronics Ltd.
All rights reserved.

Pulse logos are registered trademarks of AFCON Software and Electronics Ltd.
Windows is a registered trademark of Microsoft Corporation in the United States
and other countries.

Table of Contents
Copyright ............................................................................................ 2
About Event Center ................................................................................ 5
Introduction ........................................................................................ 5
Event Management Staff ....................................................................... 5
Using the Event Center Administration ................................................... 7
Configuring Event Management.............................................................. 8
Overview ............................................................................................ 8
Designing Event Management .............................................................. 10
Managed Event Triggering Conditions ............................................... 10
More about User Events.................................................................. 11
Personnel - Roles and Persons ......................................................... 11
Personnel Shifts............................................................................. 12
Event-handling Individual Tasks....................................................... 12
Task Close Codes........................................................................... 13
Event Classes Overview .................................................................. 13
Event-handling Procedure Class Parameters ...................................... 14
Event Close Codes ......................................................................... 15
Configuring Event Management - Overview............................................ 16
Configuring Supporting Structures ................................................... 16
Configuring the Event Management Structure .................................... 16
Configuring the Event Management Details ....................................... 17
Configuring Workstations for Event Management .................................... 17
Authorizing Runtime Event Management Users .................................. 17
Workstation Design Options ............................................................ 17
Configuring the Pulse Event Management Instrument ......................... 18
Configuring Event Management - Reference ........................................... 19
Configuring Database Block Alarm Event Management ........................ 19
Configuring Personnel..................................................................... 19
Configuring Shifts .......................................................................... 20
Configuring Tasks .......................................................................... 23
Configuring Task Close Codes .............................................................. 23
Configuring Event Close Codes ........................................................ 23
Configuring Event Classes ............................................................... 24
Configuring User Events ................................................................. 25
Configuring DVR Settings................................................................ 26
Configuring a Pulse Event Management Instrument................................. 27
General tab ....................................................................................... 27
Look and Feel tab .......................................................................... 29
Colors tab..................................................................................... 31
Fields tab ..................................................................................... 32
Security tab .................................................................................. 34
Working with the Event Center............................................................. 35
Overview .......................................................................................... 35
Operator View.................................................................................... 35
Customizing the Operator View........................................................ 36
Initiating a User Event ........................................................................ 37
Handling an Event.......................................................................... 38
Supervisor View ................................................................................. 41
Customizing the Supervisor View ..................................................... 41
Using the Supervisor View .............................................................. 41

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Assigning an Event ........................................................................ 42

Events Journal View............................................................................ 43
Customizing the Events Journal View ................................................ 43
Viewing Event Details ..................................................................... 44

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About Event Center

Introduction
The Event Center helps operators and supervisors in handling foreseen
contingencies for which there organization has a Standard Operating Procedure
(SOP) by guiding them through the various steps of such a procedure. It also helps
the organization with the subsequent debriefing and analysis after the fact by
recording the actual activities that took place and their respective timing.
The conditions that trigger an event may either be detected by the various devices
with which the Dispatch Center communicates via the PULSE server(s) and
workstation(s), or come to the operators' and supervisors' attention by other
means.
The Event Center Administration is used to configure all the aspects related to the
proper response to events, and to their logging for eventual debriefing and analysis
after the fact.

Event Management Staff

This feature envisions five responsibility levels of the staff that handles events
using PULSE Workstations.
Developer - develops the application, using the Pulse Developer Workstation
Operator - handles open events - responds to them by carrying the tasks
associated with the respective class - using the Operator View mode of the
Event Management instrument (configured in a display) or of the Event
Management window - on the Monitor or Monitor and Control Workstation
Supervisor - supervises the Operator(s) - assigns, suspends, escalates, etc.
open events - using the Supervisor View mode of the Event Management
instrument (configured in a display) or of the Event Management window - on
the Monitor or Monitor and Control Workstation

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 Manager - manages all the above mentioned and oversees the handling of the
events - in real time or after the fact - using the Events Journal mode of the
Event Management instrument (configured in a display) or of the Event
Management window - on the Monitor or Monitor and Control Workstation.
Administrator - keeps the Event Management configuration up to date from
time to time. The administrator may use for this purpose either the Event
Center Administration tool on the Pulse Development Workstation or its dialog
boxes configured in the application as Workflow activities - running on a Monitor
or Monitor and Control workstation.

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Using the Event Center

Administration
Use Event Center Administration to configure the expected response to events. The
configuration comprises the following features:
Personnel - use to configure various roles that Event Center operators and
supervisors need to dispatch, advise or otherwise interface with when handling
events, and the details of the actual persons that fulfill those roles (if known in
advance).
Shifts - use to configure the weekly shift schedule of the organization, and the
actual persons that are assigned to each shift and role in the foreseeable future
(one week ahead or more).
Tasks - use to configure all the kinds of individual tasks that may need to be
carried out in terms of description and time allocated. You will then configure
event classes by listing all the single tasks required to handle a particular class
(kind) of event.
Task Close Codes - use to define all the possible ways in which a task (any)
may end (close). The Event Center operator will report at runtime how it did
end by choosing from a list - and the handling of the event may branch out to
a particular course of action associated with how the task in question ended.
Event Close Codes - use to define all the possible ways in which an event (of
any kind) may terminate (close) - so that the Event Center operator may report
at run-time how it did close by choosing instead of typing.
Event Classes - use to define the various classes of events and their handling
tasks.
Properties - use to configure the interface with the NICE Digital Video Recorder
(DVR).
To access one of the Event Center Administration option, click the Tool ribbon,
click Event Center Administration and select an option from the drop-down
menu.

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Configuring Event Management

Overview
Event management is configured in the following places in PULSE Developer
Workstation:
Database Editor - use to configure database blocks whose alarms trigger
managed events. Block types supported are: AV, DV, CL, BL and Alarm Bit.

Event Center Administration - use to configure how events are to be

handled

Graphics - use to insert Pulse Event Management instruments in displays to be eventually used by the Event Management staff.

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 User Manager - use to allow/deny users the privilege to manage events at runtime

Workflows - use to configure Event Management-related activities in

Workflows - to be eventually used by the Event Management staff - see more
in the respective section

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Designing Event Management

This section lists all the information you need to collect and assemble in order to
configure event management.

Managed Event Triggering Conditions

Collect all the possible conditions that may trigger a managed event - they can be
data acquired or processed by PULSE in the Database or a piece of information that
came to the attention of the Event Center operator or supervisor. A trigger may be
one of the following:
A PULSE alarm - an alarm of a database block (type Analog Value, Digital
Value, Calculation, Boolean or Bit of an Alarm block) is used as trigger. The
Event Management tab of the right-hand pane of the Alarms dialog box of the
clock configuration dialog box is used to associate an alarm with an event class.

An external situation - a piece of information that came to the attention of

the operator or supervisors from elsewhere (e.g., over the telephone). Special
database blocks are created to handle managed event triggering conditions that
are not acquired or processed within PULSE. Use the User Events tool of Event
Center Administration to configure such situations.

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More about User Events

For events that are not triggered by PULSE data acquisition or processing, but
rather by information that reaches the Event Center operator or supervisor by
other channels, you may configure as many event classes as needed, such as those
related to health and to public order, and for each such class, as many particular
kinds of as needed, to handle various situations and conditions within the same
class.

Personnel - Roles and Persons

Collect all the possible roles that the Event Management staff may need to interface
with (dispatch, advise, or otherwise involve in handling managed events).
After that, collect the names and other details of the actual persons that fill those
roles, namely: name, role, ID, phone number (2 different supported), e-mail
address, license and expiration, 2 free data fields and a photo.

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Personnel Shifts
Obtain the shift time table of the organization in question regarding the personnel
with which the Event Center operator and supervisor interface - e.g., three 8-hour
shifts a day, first shift starting at 08:00 and the roles that populate each shift.
TIP: If a certain role is not manned during a certain shift - e.g., the Night Guard
during the day - configure a none or nobody person for that role and assign it
to the shifts that the role is not manned.

Event-handling Individual Tasks

Collect all the individual kinds of tasks that the operator or supervisor may need to
carry out according to the Standard Operating Procedures of the organization in
question. Such a single task is characterized by the following properties:
Description - what is the operator expected to do
Timeout - optional - how much time (maximum) is allocated to the operator to
complete it in general
Role - optional - whom in terms of role should the operator communicate with
(dispatch, advise, consult, ask for details, etc.) from the organization personnel

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TIP: Event Center configuration supports the communication of the operator with
one role for each task - if the operator needs to communicate with more than one,
define a separate task for each such communication duty.

Task Close Codes

Collect all the different ways in which any individual task may terminate (close) such as completed, aborted, escalated, etc.
The task close code feature may also be used to steer the handling of an event into
different directions - it is advised that at this point you collect all the turns that a
task may take and record them as different task close codes.

Event Classes Overview

Collect all the different types of managed events in terms of the different
procedures (sequence of tasks) that need to be carried out by the operator in order
to take care of them and the additional parameters.
PULSE Event Center supports branching of the event handling procedure - handling
differently each of the various directions in which an event may evolve - so you
may want to collect the evolution decision points and the respectively different
sequences needed to handle each such direction.

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TIP: Break down the handling procedure of each event type into a main sequence
and, if applicable, into branches that the handling of an event might need to follow
depending on the result (close code) of each task in the main sequence. Identify
each such branch as an Event Class of its own and configure it separately.

Event-handling Procedure Class Parameters

For an Event Class as a whole you can configure:

Class Name - the unique name of this event class - event handling sequence
of tasks
All Tasks must be closed - whether the operator must close all the tasks
configured for handling this event class in order to close the event as a whole
Auto Close Event - whether the event is closed automatically (the operator is
just prompted to OK) after all the tasks configured were closed
Send Report to - to which role(s) in the organization to send a PDF file
summarizing how the particular event was handled
Maximum Suspension Time - how long (maximum) the handling of this event
class may be in suspended state (done by the operator); after the maximum
time is exceeded, the particular event becomes open again
You can configure as many tasks as needed for each Event Class. Each such task
is one of the tasks types previously configured as such, and is integrated within the
Event Class sequence of tasks with the following parameters:
Order - its order in the sequence - used to reference it by another task that is
dependent upon this one
Task - its previously configured Description

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 Timeout - how much time is allocated to the operator to carry out this task:
None (no time limit), the default figure previously configure for this task type,
or a different figure to be used for this particular instance
Depends upon Task(s) - whether this task may not be closed until one or
more preceding tasks were first done and closed by the operator
Close Code Action - optional for each task Close Code - the name of another
Event Class to branch to in case the result of this task matched the respective
code.

Event Close Codes

Collect all the different ways in which any individual event may terminate (close) such as completed, aborted, etc. They are used to give the operator a fixed list of
choices for this purpose, so that events can be sorted and analyzed properly.

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Configuring Event Management - Overview

This section outlines the order in which you should configure all the event
management parameters.
After you collected all the pertinent information associated with event management
Standard Operating Procedures of the organization in question, you should
configure them using Event Center Administration in this order.

Configuring Supporting Structures

Configure supporting structure items that you may need to reference in the event
management configuration:
Location Tree branches - configure branches associated with event
management
Functional Tree branches - configure branches associated with event
management
Categories - configure categories associated with event management

Configuring the Event Management Structure

Configure the event management structure, namely the following items:
Roles - Select Personnel from the Event Center Administration menu and
configure all the Roles in the organization using the ellipsis [] drop down list
in the Roles column
Shifts - Select Shifts from the Event Center Administration menu, then Settings
- to open the Shits Setting dialog box - and configure the shifts daily time
schedule used by the organization and the roles manned in any shift
Tasks - Select Tasks from the Event Center Administration menu and enter all
the details of all the various tasks to be done by Event Center Operators during
the handling of the various event handling procedures (Event Classes)
Task Close Codes - Select Task Close Codes from the Event Center
Administration menu and enter all the possible task Close Codes
Event Close Codes - Select Event Close Codes from the Event Center
Administration menu and enter all the possible event Close Codes
Event Classes - Select Event Classes from the Event Center Administration
menu and enter all the names of the various classes in the Class Name column
User Events - Select User Events from the Event Center Administration menu
and enter all the user event Families
DVR Settings - Select DVR Setting from the Event Center Administration menu
and enter the DVR configuration details

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Configuring the Event Management Details

Complete the Event Management details within the structure configured earlier.
Personnel details - Select Personnel from the Event Center Administration
menu and enter the details of all the actual persons that fill the various roles configured earlier
Shift staffing - Select Shifts from the Event Center Administration menu and
enter the actual person that are assigned to man each role in each shift - for as
many weeks ahead as is already known. The Event Center Administrator will
keep this information updated as time passes by
Event Class details - Select Event Classes from the Event Center
Administration menu and enter - for each event class configured earlier - the
sequence of tasks to be carried by the operator in order to handle such an event
and the associated parameters
Database Block alarms - Navigate to the Database, open each database block
whose alarm(s) trigger events to be handled by Event Center operators, switch
to the Alarm tab and to the Event Management tab in the right-hand pane, and
configure the Event Management parameters
User events - Select User Events from the Event Center Administration menu
and enter for each Family the various events and their properties

Configuring Workstations for Event Management

You may configure separate workstations for several operators, supervisors,
managers and administrators.

Authorizing Runtime Event Management Users

In order handle events in any role, a PULSE run time user has to be authorized
using the Users Manager (Tools, Management), column Event management
Enabled.
Use the general PULSE security features to configure the various authorization
levels of the actual persons involved with Event Management at run time according to the roles assigned to them.

Workstation Design Options

You may employ several PULSE features to create the run time environment for the
various users. Each such option is presented in a respective section below.
Instrument in Display - insert a Pulse Event Management instrument in a
graphics display and configure its settings.

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 Activity in Workflow - insert an EMCenter activity in a workflow and configure

its properties. When activated at run time, it will present the Event Management
Center window.
In addition, you may make all the Event Management Administration features
(dialog boxes) available at run time as respective workflow activities - so that
the administrator may update the Event Management configuration without
needing to use development environment.
Menu Tool - authorize the operator to use the Event Management Center tool
from the Operator Workstation ribbon.

Configuring the Pulse Event Management Instrument

You may insert a Pulse Event Management instrument in a display, together with
other control and indicators, to create an operations environment for the PULSE
user. A Pulse Event Management instrument has the following design options, in
addition to its size and location in the display.

Intended user & Layout

You may choose the view for the respective intended user: Operator View,
Supervisor View or Events Journal View.
The default layout is a rectangle with a toolbar at the top and two panes below it the left hand pane for a tree (Location or Functional) and the right hand pane for
the events list.
You may change the location of the toolbar - to any edge of the rectangle - and its
button complement and look and feel.
You may change the relative width of each pane or remove one of the two
altogether.
NOTE The Operator View and the Supervisor View split at run time the bottom of
the instrument to display there a pane for Suspended Events pane. Adjust
the overall height of the instrument to accommodate that pane too.

Presentation details
You may adjust the fonts and colors used for various text items (mainly event
messages). You may decide which columns are displayed in the event list pane,
and associated features (filtering, sorting, date and time format, etc.).

Authorization details
As with any other instrument, you may decide the authorization levels needed to
view and use this instrument.

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Configuring Event Management - Reference

This section documents all the Event Center Administration features.

Configuring Database Block Alarm Event Management

Event Management associated with and alarm of a database block is configured in
the Event Management tab under the Alarms tab of the block.
The Event Management attributes and properties are:
Enabled - check to enable this alarm to trigger a managed event.
Class - select the Event Class - from those already configured in Event Center
Administration (Event Classes) that is triggered by this alarm, i.e., the event
management procedure to be carried out by the Event Center operator,
On Start - Show Videocheck to have the video from the camera associated with
this event shown on the workstation when this alarm occurs,
On Close Actions / Workflows - configure the actions or workflow to be
carried out when this event is closed,
Assign Cameras - select the camera(s) associated with this event and the
associated features.

Configuring Personnel
This option is used to identify the personnel that is dispatched or otherwise
contacted by the operator. This is done in two aspects: roles and actual persons (if
known) assigned to the respective role. The dialog box opens in the personnel
mode - to add a role click the ellipsis button in the right hand end Role box.

Personnel Properties and Attributes

Full Name - the name of the person
Role - populate the Roles list - or select from it after it was populated
ID Number - the ID number of the person
Phone 1 - self explanatory
Phone 2 - self explanatory
eMail - self explanatory
License - number of special license (e.g., to carry a fire arm)
Expiration - when the license expires
Extra 1 - as needed

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 Extra 2 - as needed
Image - photo

Configuring Shifts
This option is used to configure the shift scheme of the organization and the roles
that are active during each shift in conjunction with Event Management.
The configuration has two parts - the shift time schedule of the organization and
the assignment of actual persons to shifts over time.

Configuring Shift Settings

Use this dialog box to configure the shift time schedule of the organization. Choose
Shifts from the Event Center Administration tool, and then click Settings.

Enable Shifts - check if the organization operates in shifts (if not XXX)
First day of Week - choose the first day of the week
Name - enter the name of the shift (e.g., Morning, Evening, Night)
Shift Begins at - enter the time of day at which the shift begins
Color - choose/specify the color of the shift

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Configuring Shift Staffing

Use this dialog box to assign actual personnel to the roles and the shifts. Choose
Shifts from the Event Center Administration tool.

Calendar section
Use this section to select the day that you are configuring.

Filter section
Use this section to select which roles and persons you want to be visible.

Copy Shift assignments section

Use this section to copy the assignment of a particular week to one or more weeks
in the future
From week beginning on - select the source week from which to copy the
assignments
To week beginning on - select the source week from which to copy the
assignments
Copy to following weeks - enter the number of weeks to copy to
Copy - click to copy

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Personnel List section

This section displays the personnel available to be assigned.
To assign a persone to a shift, drag it to the respective location in teh Schedule
section.

Schedule section

This section displays the time schedule in a linear fashion. Use it to edit the
assignment of personnel to roles over time.
Right-click options:
Go to Today - shows the today's schedule
Go to Date - pops up the Go to Date dialog box from which you can select the
date and the display format Day Calendar, Work Week Calendar or Timeline
Calendar
Time Scales - choose the scale to be shown: Year, Quarter, Month, Week, Day,
Hour, 15 minutes
Change View To - choose the view: Day View, Work Week View, Timeline View

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Configuring Tasks
This option is used to configure the details of an individual task.
Description - enter the instruction to the operators - what is the operator
expected to do
Default Timeout - enter default time allocated to carry out this task (can be
overridden when this task is configured in a particular Event Class)
Role - enter the role with which the operator has to interface in order to carry
out this task. You may also use the [] button to edit the Roles list

Configuring Task Close Codes

This option is used to configure all the ways in which a task may be closed by the
operator. The list of Task Close Codes has two purposes:

Provide a list of predefined options from which the operator can choose at
run-time

Configure how the event handling proceeds (normally, escalation, etc.) for
a task in a particular Event Class

Task Close Code - enter the name of the close code

Configuring Event Close Codes

This option is used to configure all the ways in which an event may be closed by
the operator. It is a list of predefined options from which the operator can choose
at run-time
Event Close Code - enter the name of the close code

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Configuring Event Classes

This option is used to configure:

All the various event handling procedures (classes) and their global
parameters

For each one, the list of tasks to be carried out.

Each event class is defined by:

Class Name - enter a unique name for this class
All Tasks must be closed - choose if all the tasks of this class must be closed
in order to close the event as a whole, i.e., the operator may not skip one or
more tasks
Auto Close Event - choose if the operator should be prompted automatically
by the system to close this event after all the tasks were closed
Send Report to - click to choose from the Roles list to which of them should a
PDF format report summarizing the event be sent in an e-mail message after
the event was closed
Max Suspension Time - enter the amount of time that the handling of such
an event may be suspended - it will return to the open events list after that time
expired. None or zero stand for no limit.
Tasks - enter as many tasks as required - please see below the details for each
such task.
Each task in an event class is defined by:
Order - filled in automatically - you may change it to move a particular task up
or down in the list.
Task - select from the drop down list of tasks already defined earlier. You may
also use the [] button to edit the Tasks list.
Timeout - filled in automatically - the default time out defined earlier. You may
override this setting. None or zero stand for no limit
Depends upon Tasks(s) - choose from the drop down list that lists all the
tasks that precede this one in the Event Class those tasks that need to be closed
before this one is closed - by the operator.
Close Code Action - click to display all the task close codes defined earlier and
configure - as applicable to this task in this event class - to which other event
class should the handling of this event proceed (in order to escalate this event
for example) in case the particular task close code is reported by the operator
at run-time.

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Configuring User Events

This option is used to configure:

All the various event families that may be encountered at run time and which
are not triggered within the PULSE database - but rather come to the
attention of the Event Center operator by other means (a phone call for
example).

For each such family, the various particular events that may be
encountered.

Each User Event Family is defined as a special data base block that is available only
for Event Management. The block in turn can have as many as required individual
events.
An event family is defined by the following properties:
Event Family name - a unique name according to Block Name Rules
Description - free text description of this family
A particular event is defined by the following properties:
Event Name - a free text name
Event Description - a free text description
Priority - between 0 and 99 (0 is the topmost priority)
Class - the event class (name of handling procedure) of this event
Tree Settings - association with the PULSE trees:

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Functional - associate with a branch of the Functional tree (or the trunk
itself)

Location - associate with a branch of the Location tree (or the trunk itself)

Category - associate with a Category

Assign Cameras - assign one or more cameras to this event:

Description - the description of the particular camera

Playback - XXX

Live - XXX

Preset - XXX

Configuring DVR Settings

This option is used to configure the interface with a Digital Video Recorder (DVR).
Only a DVR manufactured by the Nice corporation is supported in this revision.
NICE AMS IP - enter the IP address of the Nice AMP XXX
NICE Driver Port - enter the port of the Nice driver XXX
Pre Event Playback - enter the amount of time (seconds) that preceded the
event - to be played to the operator
Post Event Playback - enter the amount of time (seconds) that followed the
event - to be played to the operator
On Managed Event show video on Station ID(s) - enter the ID numbers of
the PULSE stations on which video is played in conjunction with a managed
event - separated by a comma

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 Manage video using the following control - enter the name of the display
and of the control (instrument) that is used by the station operator to control
live and playback video display (names separated by a dot).

Configuring a Pulse Event Management

Instrument
Create a display; insert a Pulse Event Management instrument. Define its size and
position in the display and then configure it - right click, select Settings - the Pulse
Event Management Settings dialog box is displayed.

General tab

General section
Active View - select the intended view - Operator View, Supervisor View,
Events Journal View
Tree type - select which tree is displayed in the left-hand pane (when this pane
is available) - Location or Functional. This tree is used by rune time to filter
events.

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 Selected Branch - select which branch (of the tree selected above) is shown,
Select Branch Expand Depth - enter how many levels below the selected
branch are shown expanded
-or Show Only Selected Branch - as the name implies
View Style - select which pane(s) are shown: Zone only, Zones and Events or
Events only
Default Filter - applies only to Active View - Events Journal View
select if there should be a default filter and which one

Tree Appearance section

Font - select the font to be used for the tree text labels
Text Color - select the color to be used for the tree text labels
Background Color - select the color to be used for the tree background

Events Appearance section

Font - select the font to be used for events text labels
Background Color - select the color to be used for events text background

Pane Appearance section

Tree Pane Width - enter the percentage of the instrument width occupied by
the tree pane (effective if the Tree Pane is displayed)

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Look and Feel tab

Use the Look and Feel tab to configure the toolbar features of the PULSE Event
Management instrument. You can define these features separately for each of the
three modes: Operator View, Supervisor View and Events Journal View by using
the respective tab under the Toolbar Properties section.

Toolbar Properties section

Show Toolbar - check or clear to respectively have the toolbar shown or not
Toolbar Position - select the position of the toolbar - Top, Bottom, Left, Right
Tool Caption Alignment - select the alignment of the tool caption - Top,
Bottom, Left, Right
Icon Size - select the size of the tool icon - Large or Small
Tool Paint Style - select the tool presentation format style

Standard - icons only

Caption - text caption only

CaptionInMenu - icon only

CaptionInGlyph - icon and caption text

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Tool selection list

This part presents three tabs for the respective view modes of the instrument. For
each view you can select which tool are presented in the instrument toolbar.
Each tool you can select whether it is visible (available) and which authorization
level is need to use it.
Visible - check or clear to respectively have the respective tool shown or not
Picture - the picture used for the icon of the tool - for information only
Caption - the text of the caption used for the tool - - for information only
Security Level - enter the lowest security level required to use the tool
The tools are:
Operator View - presents the Operator View of the instrument
Supervisor View - presents the Supervisor View of the instrument
Events Journal View - presents the Events Journal View of the instrument
Toggle Tree - toggle between Location and Functional tree presentation in the
Tree pane
Tree Only - displays only the Tree in the instrument window
Tree And Events - displays the Tree and the Events panes in the instrument
window
Events Only - displays only the Events list in the instrument window
New Event - pops up the New User Event dialog box so that the operator can
report it and handle it.
Close Event - closes the event
Close Events in Zone - closes the events in the selected Zone XXX
Suspend Event - suspends the handling of the event
Show/Hide Suspended - shows or hides a horizontal pane with suspended
events at the bottom of the instrument
Refresh - refreshes the display in the instrument
Print - prints a report
Options - opens the settings dialog box
Save - saves the settings

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Status bar section

Show Status Bar - check or clear to respectively have the status bar shown or
not

Colors tab

This tab is used to define the various colors of event lines in the events pane.

Event State Colors section

This section is used to define the colors in the Events Journal View for the
background and for the text of event messages according to its respective state:
Started, Assigned, Suspended, Closed.
You can choose from three color sets:
Custom - a set of 48 colors that you can customize
Web - a predefined set of colors
System - the Windows user interface (display) set of colors

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Priority Colors section

This section is used to define the colors in the Operator and Supervisor View modes
View for the background and for the text of event messages according to their
respective priority.
You can divide the priority scale of 0 to 99 into as many non-overlapping bands as
you need and assign to each such band different background and text color pairs.
You can choose from three color sets:
Custom - a set of 48 colors that you can customize
Web - a predefined set of colors
System - the Windows user interface (display) set of colors

Fields tab

This tab is used to define which event-related fields are displayed in an event
message columns and how. You can configure this separately for the Operator
View, the Supervisor View and the Events Journal view modes.

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General section
This section defines the date and time formats and general presentation options.
Time format - use to define how the time and date are displayed
Show Group Panel - check to display a panel above the events listing - used
at run time to group events using one of columns as criterion
Show Filter Row - check to display a row above the event listing - used at run
time to type a filtering expression above a column
Show Headers - check to display column headers (titles)
Best Fit - check to automatically adjust at run time column widths for best fit.

Appearance section
This section has three sub-tabs named Operator View, Supervisor View and Events
Journal View. They define the columns - i.e., event message fields - that are shown
in the Event pane of the Pulse Event Management instrument for each respective
view.
For the first two views, you can have different columns shown for Events (nonsuspended) proper, their respective Tasks, and for Suspended events.
For each combination of the above you can define one or two Sort keys and their
respective sort order.

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Security tab

This tab is used to define the operator authorization level required to respectively
view the instrument and to operate it.

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Working with the Event Center

This section describes how to use the Event Center features at runtime.

Overview
Three groups of features are available at run time in the Operator Workstation:

PULSE Event Management Instrument - embedded within a display

Event Management Center - invoked from the Tools menu

Event Management activities - invoked from a workflow

The first two operate essentially in the same way and are described below for their
respective three views.
Event Management activities operate in the same way as the respective dialog
boxes of the Event Center Administration tool.

Operator View

The Operator View is intended for handling the events as they arise - each
according to its pre-programmed class and respective tasks and other
configuration parameters.
Only live events are shown - those already closed are removed from this view.

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Customizing the Operator View

The Operator View can be customized at run time in several ways.

Settings
If the Options and Save tools are enabled - the settings can be customized and
respectively saved by the operator.

Presentation criteria
Events are listed in the Events pane according to the following criteria:

Filtered according to the branch selected in the tree pane

Grouped - if Grouping is applied - according to the respective values in the

column selected for grouping

Filtered - if Filtering is applied - according to the filter criteria entered in the

cells of the Filter row

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Initiating a User Event

The operator or the supervisor is expected to initiate a user event once they are
advised (over the phone for example) that it occurred. The procedure is listed
below.
1 Click the New Event icon in the tool bar. The New User Event dialog box opens.

2 To narrow down the search for the family to which the event belongs and the
event itself, check those that are applicable (Location, Functional, Category) in
the Branches Filter section and choose the respective branch from each
checked list.
3 Choose the event family from the Event Family list.
4 Choose the event from the Event list.
5 Enter any additional information you may have in the Details box.
6 Click OK.

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Handling an Event
The events assigned to a particular operator are listed in the Events pane according
to the current selection, sorting and grouping criteria.
The operator is expected to handle the events one by one in a top-down order.
Handling an an event encompasses the handling and closing of all its tasks and
closing the event itself. The procedures are listed below.

Starting the handling of an event

In the open events pane, click the Expand [+] button in the Event Index column
of the row of the event in question. The list with the Tasks of this event is
expanded below the row of the event.

Handling a Task
1 Unless there is a reason to do it in a different order, double click (or right click)
the next-in-order task according to its number in the Task Index column. The
Close Task dialog box opens.

2 Carry out the instruction of this task - that displayed at the top of the dialog
box.
3 If there is a person assigned to the task - as indicated under Personnel
Assigned to Task, contact them according to the instruction of this task.
4 If the person contacted provided you information, enter it in the Comment
box.
5 If it took some time to reach that person, correct the time stamp in the Sent At
box.

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6 Enter any additional information that you want to report in the Description
box.
7 If you want to close the dialog box before you finished the handling of this task
click the OK button. You may re-open it at any time later as indicated above.
8 If you finished the handling of this task, select the applicable task close code
from the Type list, add/correct any additional information you may want to
report and click the Close Task button.
9 Once a task was closed, its row is removed from the list of tasks of the event in
question.

Suspending an open event

The operator may suspend an open event at any point in time.

To suspend an open event:

1 Click the row of the event you want to suspend in the open events pane list.
The row is highlighted.
2 Click the Suspend Event tool or right-click on the event row and choose
Suspend Event. The Suspend Event dialog box is displayed.
3 Enter the amount of time (seconds) in the Suspend Timeout box - or check the
Unlimited check box.
4 Click OK. The Suspend Event dialog box is closed.
The event row is removed from the events pane list.

The suspended events pane is created (if there were no suspended events before
that) at the bottom of the window and this event is listed there.

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Resuming a suspended event

The operator may resume a suspended event at any point in time.

To resume a suspended event:

1 Click the row of the event you want to resume in the suspended events pane
list. The row is highlighted.
2 Right-click on the event row and choose Resume Event.
The event row is removed from the suspended events pane list and added to the
open events pane list.
The suspended events pane at the bottom of the window is closed if there are no
other suspended events.

Closing an event
The operator may close an event at any point in time.

To close an event:
1 Click the row of the event you want to close in the Events pane list. The row is
highlighted.
2 Click the Close Event tool or right click on the event row and choose Close
Event. The Close Event dialog box is displayed.

3 Chose the applicable Event Close Code in the Type list, if any.
4 Enter any additional information that you may want to report in the
Description box.
5 Click the Close Event button.
The event row is removed from the open events pane list.

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Supervisor View

The Supervisor View is primarily intended for assigning events as they occur to
operators and to overview their handling in real time. Only "live" events are shown
- those already closed are removed from this view.

Customizing the Supervisor View

The Supervisor View provides the same customization features as those of the
Operator View, as documented in the respective section.

Using the Supervisor View

The Supervisor View provides the same event handling features as the Operator
View, so a supervisor can handle events as if it were an operator. The respective
procedures are identical - as documented in the respective section.
The major differences between the Supervisor View and Operator View are:
The status bar at the bottom of the window presents the current count of open,
assigned, unassigned and suspended events.
The supervisor can assign the handling to a suspended event to an operator.

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Assigning an Event
In order to assign an event, the supervisor has to suspend it first. To assign an
event - after it was suspended (and is listed in the suspended events pane list):
1 Click the row of the event you want to assign in the suspended events pane
list. The row is highlighted.
2 Right-click on the event row and choose Resume Event. The Assign Event
dialog box is displayed.
3 Choose the name of the operator to which you want to assign the handling of
this event from the Assign To list and Click OK. The Assign Event dialog box is
closed.
The event row is removed from the suspended events pane list and added to the
open events pane list.
The suspended events pane at the bottom of the window is closed if there are no
other suspended events.

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Events Journal View

The Events Journal View is intended for reviewing all the events - current (open or
suspended) and from the past (closed).

Customizing the Events Journal View

The Supervisor View provides the same customization features as those of the
Operator View, as documented in the respective section.

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Viewing Event Details

Use this procedure to review all the steps that were carried out so far in the
handling of an event.
1 To review all the event details, right click on the row of the event in the Events
Journal pane and choose Event Details. The Event Details dialog box is opened.

2 Customize the listing of the event as needed:

To sort by a column, click that column heading until the desired sort direction
is shown by the arrow - up or down for resp. ascending or descending.
To filter by the values of a column, highlight the column header, click the filter
icon and select the filter criterion from the drop down list. You may use the
Custom option to create an elaborate filter.

Once a filter was applied, the filter row is shown at the bottom of the main
pane, from which you may further refine the filtering criteria by clicking the
Edit Filter hot spot that pops up the Filter Builder dialog box.

To change the order of columns, drag the column header in question to the
desired horizontal position,
To remove columns or restore removed columns, right click in the column
headers area and choose Column Chooser. The Customization pop up window
is displayed - drag column headings to it, or from it back to the list.

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