Specifying PLSS Checklists

The Inspection date and codes section of the ECH details page is used to explain what Actions were performed, what Conditions were Found, and what was Repaired/Serviced.

Checklists are provided to help with this task. They help to standardize the way inspections are performed and the data is entered. The codes are used consistently between the Schedules and ECH. Thus, the codes already selected for the credited Schedules will automatically be selected for the ECH as well.

The available checklists are configured in Settings \ Maintenance \ Specifications / ECH \ ECH Checklist.

To select the checklists:

• In most cases this will already be selected, based on the credited Schedules (see Crediting PLSS Schedules).
• To add a checklist, click the drop-down button to see all available checklists.

Click the drop-down button to see all available checklists. Click the Drop-down button to see the available checklists for the Equipment.

• Select the applicable Checklist(s).

Select the applicable checklist(s).

• If you selected a Dynamic Form Checklist, the capturing process should be intuitive...

Dynamic Form Checklist example.

For more information see Collecting Data with Dynamic Form Checklists.

If you selected one of the Plan Codes Checklists, then follow the steps below:

• Specify Actions Performed, Conditions Found, and optionally Repairs Planned.

Specify Actions Performed, Conditions Found, and optionally Repairs Planned.

A wizard will guide you through the steps to what Actions were performed, what Conditions were Found, and what was Repaired/Serviced. 

To define the ACTIONS PERFORMED:

• If a Schedule is credited, then the Actions Performed will already be filled in based on the Schedule's Plan codes.
• If you want to add Actions, click What was done and where? Note: If no Actions are defined yet, this tab will open automatically when the checklist is selected.

Click on What was done and where? to add actions.

• Select, for the ACTIONS PERFORMED, the associated VALUES and INSPECTION LOCATIONS.

Select the VALUES and the PARTS where applicable and click Next.

•  You can add observations, attachments, photos, and the location, for each selected ACTION. Click on the three dots or one of the other applicable buttons. Note: You can also add annotations to your drawings and photos. This works the same as adding annotations to attachments in the Attachment section - see IMS Details Page.

Click on the three dots to add an Observation.

• When done, click Next to go to Condition Found.

To define the CONDITIONS FOUND:

• Click What was found?. Note: If you clicked NEXT in the previous step, you will already be on this tab.
• Select, for the CONDITIONS FOUND, the associated VALUES and INSPECTION LOCATIONS.
• You can add Observations, Attachments, Photos, and the Location, for the Condition Found.
• When done, click NEXT to go to the Repairs Planned. Note: In the CONDITIONS FOUND more than one INSPECTION LOCATION can be specified.
• In the example above it is specified that a "Bolt" is loose at INSPECTION LOCATION "Frame-8100", but not on location "Pitch 8110".

Multi-value on Condition Found.

To define the REPAIRS PLANNED:

•  Select, for the REPAIRS PLANNED, the associated VALUES and INSPECTION LOCATIONS.
• You can add observations, attachments, photos, and the location, for each planned repair.
• When done, click NEXT to go back to the Inspection data and codes summary.

To add a CAIR:

• If applicable, you can add a CAIR from here. To do so, click on the Plus button.

Note: The ECH codes will then be copied over to the CAIR’s Plan Codes.

Click the Plus button to add a CAIR.

For the Equipment group "Pipeline", ECH checklist "Overland Survey" and Plan Codes "CP Test Post Survey" the options for Actions Performed, Conditions found and Repairs are shown below:

 The full list of the options can be found in Excel file: Schedules and ECH Scope.xlsx (see below).

Offline

Remember that it is possible to record your ECH offline in the field!