← Back to overview
Step 1 of 7

What are we onboarding?

Select what you'd like to set up. This anchors your data in the OA hierarchy.

A new refinery / site
Set up a completely new site with units, zones, and objectives
A new unit / zone in an existing site
Add a unit or zone to a site that's already configured
A new campaign / plan for an existing unit
Create a new operational plan for equipment that's already set up
Step 2 of 7

Upload Knowledge Sources

Add documents that describe your operations, constraints, and objectives.

📄
Drop files here or click to browse
PDF, PPT, Excel, or use our template
FCC_Operating_Procedures.pdf
Unit_Limits_2024.xlsx Operating constraints
Campaign_Objectives_Q1.pptx Objective list
Preview: We'll parse these into Zones, Objectives, Tags, Actions, and Constraints.
Step 3 of 7

Creating Draft Objects

AI is extracting and mapping your knowledge to OA objects.

Extracting candidate Zones, Objectives, and Actions from your documents…
Step 4 of 7

Review Zones

Verify and edit the extracted zones. These group related equipment and objectives.

🏭 Houston Complex
📦 FCC Unit
⚙️ Reactor Zone
⚙️ Regen Zone
⚙️ Main Frac Zone
📦 Crude Unit
⚙️ Preheat Zone
⚙️ Atmospheric Zone
📦 Reformer
Zone Name
Description
Status
Reactor Zone
FCC reactor riser and cyclone systems
Active
Regen Zone
Catalyst regeneration and air blower
Active
Main Frac Zone
Main fractionator and overhead systems
Review
Preheat Zone
Crude preheat train and desalters
Active
Atmospheric Zone
Atmospheric tower and side draws
Active
Step 5 of 7

Review Objectives & Triggers

Each objective needs a name, type, tag, trigger group, and at least one action.

Objective
Zone
Status
Maximize FCC Conversion
Reactor Zone
Ready
Maintain Regen Temperature
Regen Zone
Ready
Optimize Reflux Ratio
Main Frac Zone
Review
Minimize Coking Rate
Preheat Zone
Ready
Balance Side Draws
Atmospheric Zone
Ready
Maximize FCC Conversion
Trigger Condition
At target when:
FRC302 between 95 and 98
Step 6 of 7

Review Actions & Constraints

Actions tell operators what to do. Constraints encode safety and equipment limits.

💡 Tip: Use constraints to encode safety/equipment limits. Never override DMC envelopes.
Maximize FCC Conversion (3 actions) ▼
1
Increase feed rate to upper limit
Constrained
2
Adjust reactor temperature setpoint
Constrained
3
Optimize catalyst circulation rate
Missing constraint
Maintain Regen Temperature (2 actions) ▼
1
Adjust air blower output
Constrained
2
Monitor CO combustion
Constrained
Optimize Reflux Ratio (4 actions) ▼
1
Adjust top reflux flow
Constrained
Step 7 of 7

Validation & Summary

Pre-launch checks passed. Review the summary before creating your plan.

✓
All objectives have required fields
✓
No duplicate objectives within zones
✓
At least one actionable objective per zone
!
1 action missing constraint (marked for review)
Ready to create:
📍 1 Site, 3 Units, 12 Zones
🎯 24 Objectives
🏷️ 41 Tags (8 custom)
⚡ 55 Actions, 38 Constraints
Export format:
📄 JSON
Full schema export
📊 Excel
Flattened format
✓

Plan Created Successfully

Your draft plan "Houston Complex – FCC Campaign Q1" is ready in OA.

Next best actions:
🧪 Run dry-run validation
Test the plan against live data without activating
👥 Invite SME to review
Share with subject matter experts for feedback
📝 Generate documentation
Create a summary page for this configuration
🤖 Ask AI about this plan
"Explain in plain language" or "Top 3 high-impact objectives"
Action completed