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or: Control-Room Operators, Maintenance Techs

Focus: Runtime monitoring & diagnostics

Target Audience

Operators and maintenance staff responsible for day-to-day running of FrameworX solutions: monitoring health, responding to alarms, reviewing trends/reports, performing basic diagnostics, and executing shift handovers. (See AlarmViewer, TrendChart, Runtime System Monitor, Diagnostics Tools, Audit Trail, Security/RuntimeUsers, ReportViewer in the docs.)

Learning Objectives

Monitor system health and data flows in real time
Respond to alarms consistently and document actions
Use trends, annotations, and reports to investigate issues
Perform first-line diagnostics on comms, clients, and historian
Execute shift handover & maintain audit/compliance records
Apply runtime security best practices and least-privilege access

Your Role	Primary Focus	Essential Pages		Advanced Topics
System Integrator	Full platform Implementation	Platform Overview The Four Pillars	Solution Lifecycle P1: UNS Foundation	Security & Operations Key Differentiators
Control Engineer	Field connectivity Process Control	Solution Lifecycle P1: UNS Foundation	P2: Process Modules Devices Module	Alarms Module Historian Module
HMI Developer	User interfaces Visualization	Designer P4: Operator UI	Displays Module Runtime	Security Module P3: Application Modules
IT Administrator	Deployment Maintenance	Architecture Security & Operations	Runtime Solution Center	Product Editions Datasets Module
Project Manager Evaluator	Capabilities Planning	Platform Overview Key Differentiators	Product Editions The Four Pillars	Technology Foundation Architecture

Week 1: Foundation

Day 1 — Clients & Navigation

Topics

SmartClient / Web Client basics: login, navigation, bookmarks, user settings
Display layouts, symbols, and operator-level interactions (buttons, popups, dashboards)
Report viewing (ReportViewer) and quick exports

Exercise:

Log in with an operator role; open the overview display; bookmark three critical pages; run a daily production report; export to CSV/PDF.

Quick-Check Card (post on the wall)

Check	How
Server/Runtime status	Runtime System Monitor page
Client connectivity	Web Client Connection Checklist
Time sync	Verify NTP source in system notes

Day 2 — Alarm Operations

Topics

Alarm philosophy recap (states, severity, shelving/ack, notes)
AlarmViewer usage: filters, areas, duration field, history drill-down
Notifications and escalation overview (email/SMS policies)

Playbook (baseline)

Identify alarm → confirm area & equipment
Acknowledge with note (reason/action)
Execute SOP steps; verify return-to-normal
Annotate trend; create follow-up task if recurrence
Shift log entry + handover

Exercise:

Run three alarm scenarios (process limit, device offline, bad quality). Capture notes, annotations, and outcome.

Day 3 — Trends & Reporting

Topics

TrendChart basics: pens, cursors, time windows, annotations, saving views
Historian concepts: tags, retention, exporting to CSV; Historian Monitor
Daily/weekly reports for production and alarm KPIs

Lab:

Create a saved trend view for a critical asset; add two annotations linked to an alarm; export a 24-hour CSV; attach to a shift report.

Day 4 — System Health & First-Line Diagnostics

Topics

Runtime System Monitor: services, CPU/RAM, queue/backlog indicators
Device/connection monitors; quick comms checks (Ping/SNMP)
Diagnostics Tools & common issues (HTTPS/SSL, client download blocks)

Diagnostics Matrix (use on incidents)

Symptom	First Checks	Likely Fix
Tag stale/bad	Device node status; channel link	Re-establish comms; check routing/firewall
Client slow	Display point count; network latency	Use smaller views; verify bandwidth
Trend gap	Historian service & storage	Confirm service; free disk space
Login fails	AD/LDAP reachability; role	Verify directory & permissions

Day 5 — Shift Handover, Audit & Compliance

Topics

Audit Trail usage during operations (who did what/when)
RuntimeUsers, permissions, and least-privilege access
Shift handover notes and attachments; report bundles

Deliverables

Shift Handover Template (what happened, alarms of concern, pending work orders)
Operator SOP binder: alarm response, comms check, report schedule

Week 2: Advanced Operations

Day 1 — Preventive Maintenance & Asset Watch

Topics

Using trends/reports to spot drift; simple KPIs per asset
Creating “watch” views; thresholds for early warnings
Optional: link to CMMS via datasets/exports (process outline)

Exercise:

Define three early-warning indicators and a weekly review report.

Day 2 — Runtime Security & Access

Topics

Roles/permissions for operators vs. maintenance; temporary elevation process
AD/LDAP integration overview; policy for password/account hygiene

Exercise:

Review current roles; remove excess privileges; test operator sign-in & access to required pages only.

Day 3 — Performance Awareness for Operators

Topics

Display optimization habits (lazy loading, fewer live points per view)
Historian query hygiene (time windows, pen counts)
Client/network basics (when to call IT vs. fix locally)

Lab:

Split an overloaded display into two; measure load improvement; document best practice.

Day 4 — Resilience Drills & Backups

Topics

Hot-standby / redundancy overview; operator steps during failover
Backup/restore awareness; where to find runbooks
Notification test: confirm emails/SMS reach the right on-call list

Drill:

Simulate primary outage; execute client reconnection & verification checklist; record times.

Day 5 — Assessment & Certification

Operator Practical (90 min)

Handle a 3-alarm sequence with notes, annotations, and report
Diagnose a comms outage using monitors/diagnostics
Complete shift handover with audit proof

Certification: FrameworX Operations Specialist

Format: scenario practical + short quiz; validity 2 years; CE via annual drill.

Reference Cards & Checklists (printables)

Alarm Severity → Response Time

Severity	Target Ack	Target Resolve
Critical	≤ 1 min	≤ 15 min
High	≤ 5 min	≤ 60 min
Medium	≤ 15 min	Shift
Low	≤ 60 min	As scheduled

Daily Runtime Checklist

Review Runtime System Monitor (CPU/RAM/queues)
Scan AlarmViewer filters for standing alarms
Verify historian ingestion & free disk space
Run daily production/alarm report and archive
Note issues in shift log; prep handover

Shift Handover Essentials

Top 5 alarms & status, open actions
Equipment on watch, current trends attached
Any client/network anomalies observed
Maintenance requests raised & references
Sign-off with Audit Trail entry

Additional Resources (link from the O&M page)

AlarmViewer Control & Alarm Areas/Module pages (operations UI)
TrendChart Control & Trend Settings (trending & annotations)
Runtime System Monitor & Diagnostics Tools / Common Issues
Audit Trail; Security RuntimeUsers / AD-LDAP (accountability & access)
ReportViewer Control & Reports Module (daily/weekly reports)

Notes: Page labels above map to the FrameworX 10.1 doc sections (e.g., AlarmViewer on p.11; TrendChart on p.10; Runtime System Monitor & Deployment on p.10; Diagnostics/Common Issues on p.11; Audit Trail in Alarms Module on p.8; Security/RuntimeUsers on p.9; ReportViewer on p.11).