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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.
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.
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To credit Schedules:
- Scroll down to the Schedules Credited section.
- Select the applicable Schedule card.
- Click CREDIT.
To remove a Schedule / Event from the ECH scope:
- Select the applicable card.
- Click REMOVE.
When Schedules are credited, information will appear in the Inspection data and codes section.