Creating an ECH for a TA

After the TA Schedule has been created (see Scheduling Equipment for a TA), you need to create an Equipment Condition History (ECH) for the TA. This is where the Turnaround findings will be captured. This way it can again later be reviewed (see Reviewing Previous Turnaround Findings).

Reviewing Schedules 

To Review the Schedules (that connects your Equipment with the TA):

• Go to the Equipment main screen.
• Open your Equipment details page.
• Scroll to the Schedules section.
• Click on your newly created Schedule (see Scheduling Equipment for a TA) to open the Schedule details page.
• Take note of the PE Description, i.e. the Planned Event connected to your Equipment.
• Scroll to the Scope and plan codes section.
• Take note that the PLAN: The Plan code checklist is defaulted to the “VISUAL”.

A Schedule details page.

 

Creating Equipment Condition Histories

To Create an Equipment Condition History (ECH):

• Click on the Condition history button in the Schedule header.

Click on the “Condition history” button to create an ECH.

 

• A pop-up window will appear.
• Take note that the Next Event Date is defaulted to the current date.
• Take note that the Description is defaulted to the Planned Event description. You can change this if desired.
• Review the other information as well.

The pop-up for creating a Condition history.

 

• Click SAVE.

The new ECH will then be created, and you will be directed the ECH details page.

An ECH details page.

 For more information on ECHs see PEI Condition History (ECH)