Completing an ECH in FCM

By completing an Inspection, ECHs will be created for the Flange Connections included in the Job Scope upon the completion of all of the steps of an Inspection.

Starting an Inspection

When a Job's Status has been set to FINAL APPROVAL (see Job Statuses and Approval for more details), you can start a new Inspection.

To start an Inspection for a Job:

• Click on the blue New Inspection button.

The Inspection section will be displayed on the Job Details page and the status for the Planned Event will be changed to OPEN. The Flange Connections added to the job will be displayed on the left-hand side of the Details page and the associated details will be displayed on the right.

Completing Protocols and Checklists

To complete a Job a Dynamic Forms Checklist must be filled in for each of the Flange Connections in a Job.

You can create your own Dynamic Forms Checklists to suit your specific inspection needs, however, four pre-defined Dynamic Forms Checklists have been created that mimic the previous Flange Connection Protocols:

• Simple Flange Protocol

• Full Flange Protocol

• Simple Grayloc Protocol

• Full Grayloc Protocol

• Select the Flange connection from the left-hand side of the screen. 

• Select the Dynamic Forms Checklist you wish to use from the dropdown.

The options presented in the Dropdown will depend on the type of Equipment (Flange or Grayloc) you are currently inspecting. 

• Fill in the Checklist with your data and click Next. 

When all of the sections of the Checklist have been completed, the Flange Connection name will be colored green.