Crediting PLSS Schedules

Take note

This overview explains how to credit PLSS Schedules.

In the Schedules Credited section of the ECH Details Page you can:

Write a Narrative, without crediting a Schedule.
Credit one or more Schedules.

ECHs can be divided into two types:

Event or Opportunity Driven: This ECH is not linked to a Schedule, but an event is recorded, e.g. rerate performed, significant process change, a fork-lift dented the shell, etc. If no Inspection data and codes are recorded either, this is referred to as a “Narrative Only” ECH.
Schedule Driven: This ECH credits one or more Schedules and describes the work and/or findings associated with the credited Schedule(s).

Event or Opportunity Driven

To specify that the ECH is Event/Opportunity Driven:

Scroll down to the Schedules Credited section.
Select the EVENT OR OPPORTUNITY DRIVEN card.
Click SELECT.

Click SELECT to select the EVENT OR OPPORTUNITY DRIVEN card.

Schedule Driven

Crediting a Schedule means that the Schedule has been completed. All active completed Schedules must be credited in an ECH. More than one Schedule can be credited in one ECH.

When a recurring Schedule is credited and the ECH is Approved, IMS will auto generate a new identical Schedule. The NID of the new Schedule will be determined by adding the current interval to the Condition Date of this ECH.

<>When a non-recurring Schedule is credited and the ECH is Approved, IMS will consider this Schedule complete. There will not be a NID. If the only valid Schedule of an Equipment is credited, then the user will be warned that a Default Schedule (safety net) will be created.

To credit Schedules:

Scroll down to the Schedules Credited section.
Select the applicable Schedule card.
Click CREDIT.

Click CREDIT to elect a Schedule card.

To remove a Schedule / Event from the ECH scope:

Select the applicable card.
Click REMOVE.

Click REMOVE to remove a Schedule or a Event.

When Schedules are credited, information will appear in the Inspection data and codes section.