An account is required to have at least one role assigned to allow access to the PEI module. Roles are assigned in Security Settings.
If multiple Roles are assigned to an account, the highest Role will grant rights. For example, if both the PEI VIEWER and INSP GENERAL roles are assigned, the account rights will be those of INSP GENERAL.
Shared Rights
Most roles have, by default, access to Action items, Custom Queries, Reports, and Labels as well as the ability to edit the current account settings.
Common PEI Roles
PEI VIEWER - grants read-only access to the PEI module.
INSP TECH - CML creation and Measurements entry.
RBI - grants updates in the RBI module, including CMFCMF, IOW, and PLEPLE. Further rights are granted as follows:
Corrosion Loop, Component, Schedule, ECH creation and detail updates.
Component specs creation and updates.
Equipment Install Date and Strategy narrative updates.
CCD editing and approval.
INSP SIMPLE IMS - grants access to create and edit ECHs and Schedules on Equipment groups whitelisted for assigned Discipline(s). In addition, Users with this Role will only see the menus: Schedules, ECH, FLOC and Equipment.
INSP GENERAL - grants a wide range of editing rights across the PEI module, including but not limited to creating and editing Flocs, Equipment, Circuits, Components, ECHs, Schedules, and Dashboards. Only read access is granted to RBI and Corrosion Loops.
INSP ADMIN - grants similar rights to INSP GENERAL without certain limitations. In addition, this role has administration privileges (IMS user accounts, site settings, etc).
DISCIPLINE INSPECTOR - grants users permissions aligned with their assigned discipline within the IMS hierarchy. Users can create and manage FLOCs, Equipment, Schedules, and Equipment Condition Histories (ECHs)limited to their discipline-specific hierarchy types. By default, the role is mapped to a single discipline; however, the discipline assignment can be modified, and multiple disciplines may be assigned as required.
INSP PLANNER - grants rights to manage Schedules within the IMS. Users with this role can create, edit, delete, and approve Schedules. Additional capabilities include linking Schedules to Planned Events and configuring Witnessing per Schedule, subject to application settings. Approval rights are assigned per user and scoped to Site, Plant, or Unit levels. Discipline alignment is enforced: the user’s Discipline must match the Schedule’s Discipline to perform Crediting actions.
FLOC and Equipment editing rights as stated above may be further limited due to Hierarchy ownership, Disciplines or the CMMS interface. Some of the CMMS interface limitations will not apply to the INSP ADMIN role.
Detailed PEI Role Privileges
For more information on all the PEI User Roles and their associated privileges, see:
Retired Roles
The following Roles have been flagged as expired starting from March 21st, 2022:
Contractor
CMF (merged with RBI)
Spec approver
Insp Clerk/A
Hierarchy
Non PEI
Expired Roles cannot be assigned to new users, but existing users will not be impacted.
For more information on User Management, Password reset, Training, Approval levels, etc. see Security Settings and a detailed guide on how to administer accounts.