Approving, Editing and Deferring Schedules

When you are done defining an Inspection Schedule, the Schedule will still have a Draft status and will be inactive. The SAP status on the Schedule will also be empty until Final Approval. To set the NID, the Inspection Schedule must be Final Approved. Note: Corrosion Schedules are Approved automatically when the Corrosion Circuit Calc Summary is Approved, Default Schedules are created as Approved when appropriate criteria are met and Schedules created on an ECH will be automatically approved when the ECH is approved.

When the Schedule is Final Approved, the Inspection can take place (at the NID). When the inspection is done, the Schedule should be credited in the Calc Summary (Corrosion Schedule) or ECH (other Schedules). This process is depicted below.

The Schedule process with regards to Approval status.

Note: Corrosion Circuits are not credited with an ECH but with the Circuit Calc Summary while Default Schedules can not be credited.

Approving Schedules

To Approve a Schedule:

• Click Approve to Approve the Schedule.

Click on Approve to Approve the Schedule. 

Take Note

• You need to have Approval Privileges to have the Approve button available. If you don't, contact the site Focal Point or administrator.
• For some sites there are also multiple Approval levels - see Approval Work Process.
• For more information see Approving Inspection & CAIR Schedules.

Inspection Function

The Inspection Function box (see image below) will show the Approval Status ("Draft", "Writer Approved", "Level 1 Approved", "Final Approved") as well as the Event ("None", "Schd Edit/New Insp", "Recalculation", "Deferral", and "Insp Completed").The Inspection Function information box.

Editing Schedules

It is possible to Edit a Final Approved Schedule. When the Schedule itself is being edited, a new Event with the function "Schedule Edit / New Insp" will be created.

Notes: 

• For Corrosion Schedules, the Edit button will only be available when the Calc Summary has been Approved. 
• Default Schedules may not be edited.
• All other Schedules may only be edited if they are not in the process of being credited.

To Edit a Schedule Inspection Event:

• Click Edit.Click Edit, to make changes to the Approved Schedule.
• A copy of the existing data is created and will show as Pending next to the In Effect Schedule.
• Edit the new copy and click Save.
• The Schedule will now be back in Draft.
• Approve the Schedule again. Note: A pop-up will ask you to give a reason for the Edit.

The applied changes will update the existing Schedule (e.g., NID, Sched Driver, Resp Discipline, Sched Category).

For more information on how Editing fits into the Approval process see Approving Inspection Schedules.

Deferring (Extending) Schedules

When a Schedule is Final Approved, but still Uncredited, it can be Deferred (extended) when the inspection date of a Schedule needs to be changed, but not the inspection interval. A new Event ("Deferral") will be created. Note: For Corrosion Schedules, the DEFER button will only be available when the Calc Summary has been Approved.

Deferrals are only mandatory for Schedules of Category 1. For Category 2 and 3 Schedules it is optional, since for these Schedules it is possible to change the User Date during the normal Edit.

Otherwise, if the process is not activated for your site, the below applies:

During the process to DEFER a Schedule, you have the option to edit and delete/reverse the deferral process by disapproving the pending Schedule. When a Schedule is extended and Approved, only the Next Inspection Date will change; it is not possible to change other details or inspection scope.

To defer (extend) a Schedule:

• Click DEFER. Note: The DEFER will be shown in yellow for Category 1 Schedules since it is mandatory. For Category 2 and 3 Schedules it will be shown in blue, indicating that this is optional.

Click DEFER to defer (extend) the NID of Approved Schedule.

• A pop-up will open.
• Enter the Deferral data, e.g., Deferral NID, etc.
• Click Save.
• The Deferral date will show in the new Draft.

The Deferral data will show in the Draft copy. This must still be Approved.

•  Approve the Schedule again. Note: A pop-up will ask you to give a reason for the Edit. 

The NID will then become the Deferral NID.

For more information on how Deferral fits into the Approval process see Approving Inspection Schedules.