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 Plan Codes –  Add Schedule Tasks –  Add Narrative - Add Attachments – Approve Schedule – Inspect – Credit in ECH – Approve ECH. If recurring, repeat. Note: Adding Schedule Tasks is optional.

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.

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

For more information on the icons see IMS Details Page

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.

Plan codes

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

To define the Plan codes:

• In PEI, 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.

• 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.

• IN PLSS, you can select one of the available Templates, dependng on the type of work you are scheduling. Click the drop-down arrow, and select the desired Template. You can also click on selected Templates to remove them.

• 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.

• 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.

• 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.

 

• When done, click Next.

Schedule Tasks

The Schedule Task section allows you to view, add, and manage Tasks associated with a Schedule. It incorporates a Task Grid with a list of Tasks (see the table below for details) and a toolbar for Task management, alongside an Info side panel providing Activity Details. Activities are defined in Settings \ Maintenance \ Schedules \ Activities.

 To open the Activity Info Side Panel, click on the Info button in the toolbar of the grid. 

Schedule Task properties:

Column	Description
#	This column will show an ordinal number for Tasks and an arrow for Subtasks.
Source	The origin of the Activity. If the Source is a Task Template or an Analysis, this column will show a link to it. It will be empty if the Activity is added directly.
Activity Name	The name of the Activity.
Description	Short description of the Activity.
Duration	Estimated duration of the Activity.
Confirmed	Link to the ECH to which the Schedule was credited, along with the date of approval and the username of the user who approved it. If this cell is empty it may indicate that the task was not completed or that the Schedule was not credited to ECH
RW Code	Responsible Work Code.
Implementation System	Implementation System the Task should be registered to.
Task ID	Serial number of the Task.
Inspection Effectiveness	Inspection confidence.
Labels	Custom labels may be assigned to each record.
Created Date	The Date when the Activity was added.
Created By	The user that added the Activity.
Modified Date	The Date when the Activity was added.
Modified By	The user that added the Activity.

Adding Schedule Tasks

You have multiple options for adding Tasks:

• Individually:

  • From the Activities already assigned to the FLOC or Equipment (currently applicable to RCM and SIS only).

  • By adding individual Activities from the list of Activities.

• In sets from predefined Task Templates.

Adding a Schedule Task Activities from a FLOC or Equipment

To add an Activity from a FLOC or Equipment:

• In the Schedule Task section, click the Plus button.

A pop-up window with 2 tabs will appear. 

• Click the FLOC / Equipment tab if it is not already open.

• In the "Test Add / Remove" column, click Plus.

Once the Task is added, the Plus will automatically change to Minus.

• Click X in the top right corner to close the pop-up window.

Take note

Tasks can only be added to a Schedule from FLOCs or Equipment within the current Methodology, provided they're not already in an uncredited Schedule.

Adding Schedule Task Activities from the List

To add Schedule Task Activities:

• In the Schedule Task section, click the Plus button.

• Click the Activities tab.

• In the Activity Name field, click on the Magnifying Glass button.

• From the Activity pop-up window, select the applicable Activity or use the Search bar to find one. Note: Activities are defined under Settings \ Maintenance \ Schedules \ Activities.

• Click OK.

• Enter data in the remaining fields. See the table below.

• Click Save.

Activity properties:

Field	Description
Activity Name	The name of the Activity.
Description	Short Description of the Activity.
Duration	Estimated duration of the Activity.
Parent Schedule Task	The Parent Schedule Task field must be filled in when adding Subtasks. This field is a dropdown menu that displays a list of available tasks from the Activities that have already been added to the Schedule, allowing you to select the appropriate Parent Task for the Subtask you are creating.

Adding Schedule Task Activities through Task Templates

You can add Activities in sets from a Schedule Task Template or select the applicable ones from Schedule Task Recommendation. Note that Task Templates can be defined under Custom Reports.

 To add Activities from a Task Template:

• In the Schedule Task section, click the Add Task Templates button.

A pop-up window with two sections will open: Templates and Recommendations.

To add a set of Activities from a Schedule Task Template:

• Click anywhere in the Template section to expand it.  

• Select the Template from which you want to add the set of Activities.

• Click Save.

To add Activities individually from a Schedule Recommendations Template:

• In the pop-up window that opened after you clicked the Add Task Templates button, click anywhere in the Recommendations section.

• Click the Name of the Recommendation Task Template.

• Click Save.

Reordering Schedule Tasks

IMS allows you to reorder the Tasks in the Schedule Task grid. To move it up or down in the list:

• Click the Activity in the grid to select it.

• Use the Up or Down Arrows to move the selected Activities up or down the list.

Additional Information

The Additional Information section allows you to define MEC Cost, MEI and additional Inspection information through Dynamic Forms.

Form configuration and Conditions are managed in Custom reports / Dynamic Forms.

To add additional information to a Schedule through a Dynamic Form:

• Click on the Name of the Form you want to use.

• Fill in the data.

• Click Close.

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.

A Narrative should be added to further explain the Plan Codes, Tasks and/or Data in Dynamic Forms.

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

Rich Text Default

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

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.

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.

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.