Defining Inspection Schedules

The following must be taken into account when defining Inspection Schedules.

The Rules

The following rules apply to Inspection Schedules:

Lifecycle Steps

The Inspection Lifecycle steps are: Create Schedule – Add Scope - Add Plan Codes – Add Narrative - Add Attachments – Approve Schedule – Inspect – Credit in ECH – Approve ECH. If recurring, repeat. 

This section will focus on explaining the steps in red.

Reviewing the Details Screen

To open an Inspection Schedule’s Details screen, click on the Schedule ID hyperlink. You can for instance find this on the Equipment Details screen in the Schedule section. See IMS Details Page.

The Schedule details page can be divided into sections.

Header

The header of the detail page shows the name of the Schedule / Schedule ID and several navigation options.

The Schedule details header.For more information on the icons see IMS Details Page.

Details

The Details section displays the following information (see the figure below):

1. At the top of the screen, the Schedule can be Edited or Deleted. Only Schedules in draft mode can be deleted. Note: The Schedule is not active after creation. It will become active after the Schedule has been Approved. See Creating Schedules for more information on these fields.
2. The Inspection Function shows the Schedule Status, e.g. “Draft”, and the Schedule Event, e.g. “Sched Edit / New Insp”. See Approvals - Overview for more information on this. It also shows the pending (i.e. not Approved) NID or LID.
3. The SAP Release Date, Intrusive, Recurring, Offline, are shown here. Note: The amount of time between the SAP release date and the date of the inspection / repairs is set up by the sites in agreement with maintenance and planners.
4. Dates taking part in the NID horserace for this Schedule.
5. The Approval button and status of the Schedule.

The Inspection Schedule Details section.

Scope and plan codes

Here you can add the Scope and plan codes. This defines what must be inspected and how it must be inspected.

To define the Scope and plan codes:

• By default, the General Component will already be selected. Note: This is good for a general inspection. Unless you are specifically scheduling an RBI inspection, do not use the RBI Component. This will keep Schedule queries more accurate.

By default, the General Component will already be selected.

 

• If you need to inspect a specific Component-DM combination, click the dropdown arrow, and select the desired Component-DM card(s). You can also click on the General Component to remove this form scope, if not needed.

Select the Component-DM combination.

 

• Click What is planned? to specify the plan.

Click What is planned? to specify the plan.

 

• Plan codes for everything that can be inspected for this Equipment type / Component type will show. Also, the recommended plans will be highlighted in blue.

Relevant plan codes for the Component type will show.

 

• Select for the applicable PLANS the associated VALUES and PARTS or INSPECTION LOCATION. Note: Inspection Locations are specific to PLSS Schedules.

Take Note

When adding Inspection Locations to the Plan Code, you can set them as default by checking the "Use as default" checkbox. This will automatically include the selected Inspection Locations in any future Plan Code added to the same Schedule.

Tick the checkbox next to the PART or INSPECTION LOCATION you want to select.

• You can also add observations, attachments, photos, and the location for each selected PLAN. To do so, click on the three dots or one of the other applicable buttons.

Click on the three dots to add an Observation.

 

• When done, click Next.

Drawings and Documents

You can use the Drawings and Documents section to add drawings and documents. Click SEARCH FOR DRAWINGS to do so. You can link to Drawing and Documents if available for your site. See Uploading drawings and documents.

Take Note

When you annotate a drawing you can long click with the pointer on an annotation to add this as an Observation.
Note: Otherwise adding annotations to drawings works the same as adding annotations to attachments in the Attachment section - see IMS Details Page.

Narrative / Scope of Schedule

A Narrative should be added to further explain the Scope and Plan Codes.

In edit mode the section is shown as a Rich Text Field (RTF) with several features.

When in Edit mode you can insert RTF or even add new RTF defaults. 

Rich Text Default

IMS offers the possibility to define rich text defaults for several sections in IMS. For more information see IMS Details Page.

RBI analysis results at scope selection

This is only applicable for PEI Schedules. The RBI results for the associated Component-DM combinations are shown here. This is also shown on the PEI Components - Details Page.

Recurring history

This section gives a graphical presentation of the dates for the Inspection performed, the Next Inspection Date (NID), and the Next Next Inspection Date (NNID). The Planned Events, e.g. TA will also show here.

Tasks

In this section specific tasks to itemize EI and ME tasks can be specified (including hold points).

Click the Plus button to add a Task.

Attachments

In this section pictures, drawings, reports, and other data can be uploaded and saved to be part of the Schedule file. For more information on using the Attachment section see IMS Details Page.

Executing the Schedule

For PEI you can review the steps of how to Execute, Analyze and Document an Inspection Schedule in Step 13 of the Degradation Management workflow.