Approving PLSS ECHs

When the ECH report has been reviewed (and corrections made if needed), the ECH must be Final Approved.

Final Approving ECHs

To Approve an ECH:

• Click Approve to Approve the ECH.

Click on Approve to Approve the ECH.

For more information on the Approval Work process and Inspection Events see Approving ECHs.

Once the ECH is FINAL APPROVED, the following actions will take place:

• If the ECH includes Crediting Schedules, these will be updated using an Inspection Complete Event, which will be FINAL APPROVED on the final approval of the ECH. The Schedule will be updated accordingly:
  • Active status: Schedule being credited will become inactive.
  • LID: The Condition Date of the ECH will be the Last Inspection Date of the Schedule.
  • NID: The Schedule is credited, thus there will not be any Next Inspection Date anymore unless the Schedule is recurring. In this case a new Event or inspection Schedule will be created automatically.
• If the Credited Schedules are Recurring Schedules, a new Schedule will be created automatically. This will be a copy of the credited Schedule updated with:
  • SAP Release Date (if applicable): SAP Status will be PENDING and the new SAP Release Date will be calculated based on the interval set in Application Settings.

SAP Release Date will be calculated based on the interval set in Application Settings.

• • Active status: The new created Schedule will be Active and ADMIN FINAL APPROVED.
  • LID: Condition Date of the ECH will be the Last Inspection Date of the Schedule.
  • NID: The new NID will be calculated based on the time intervals and the ECH Condition Date / Schedule Last Inspection Date.
• All Schedules Created from the ECH(normally CAIRs) will be Approved automatically.
  • Once an ECH is Final Approved, the Approval sidebar will show the remaining options on the ECH, e.g., Backout.

Approving PLSS ECHs in Bulk

To approve ECHs in Bulk:

• On the ECH Main Screen select the applicable ECHs.
• Click on the Approve button in the Main Menu.

Click on the Approve button to approve selected ECHs.

• Select the ECHs you want to approve.
• Click Approve.

Take note

Only the following ECHs can be approved in bulk:

• in draft
• without indicator
• with a green or orange indicator

The red indicators have to be investigated and can be final approved in the ECH detail screen.

Backing out of PLSS ECHs

It is also possible to Backout an ECH that was Final Approved. Not all users can do this. This privilege is determined by the user’s role, e.g. INSP GENERAL.

Click Backout to backout a Final Approved ECH.

Possible reasons for a Backout can be:

• The incorrect Equipment ID was used.
• The wrong Schedule was credited and needs to be removed from the ECH.
• The Condition Date on the ECH is incorrect.

The following happens when an ECH is Backed out:

• The ECH goes back to Writer Approved status.
• The automatically created (recurring) Schedules are removed. The User created Schedules, however, will still be available.
• You can now Edit the Schedules Credited and Created Schedules sections (i.e. Credit different Schedules and create a new Schedule). Note: You cannot do this when you just go back to Edit mode.
• The Disapprove button becomes available:
  • If you click this button, the ECH will go back to Draft status.
  • The ECH can then be deleted. Note: This way you can create a new ECH with the correct Condition Date, or for the correct Equipment.
  • This will also enable you to change ECH details other than the Description field, such as Condition Date and Resp Inspector.

Remember to Final Approve the ECH again when done!

For more information on the Backout as part of the Approval Work Process and Events see Approving ECHs.