Step H: Approving ECHs (& Editing & Backout)

When the ECH report has been reviewed (and corrections made if needed), the ECH must be Final Approved.

Final Approving ECHs

To Approve an ECH:

• Click Approve to Approve the ECH.

For more information on the Approval Work Process and Inspection Events see Approving ECHs.

Once the ECH is FINAL APPROVED, the following actions will take place:

• If the ECH includes Credited Schedules, these will be updated using an Inspection Complete Event, which will be FINAL APPROVED on the final approval of the ECH. The Schedule will be updated accordingly:

  • Active status: Schedule being credited will become inactive.

  • LID: The Condition Date of the ECH will be the Last Inspection Date of the Schedule.

  • NID: The Schedule is credited, thus there will not be any Next Inspection Date anymore unless the Schedule is recurring. In this case a new Event or inspection Schedule will be created automatically.

• If the Credited Schedules are Recurring Schedules, a new Schedule will be created automatically. This will be a copy of the credited Schedule updated with:

  • SAP Release Date (if applicable): SAP Status will be PENDING and the new SAP Release Date will be calculated based on the interval set in Application Settings.

• • Active status: The new created Schedule will be Active and ADMIN FINAL APPROVED.

  • LID: Condition Date of the ECH will be the Last Inspection Date of the Schedule.

  • NID: The new NID will be calculated based on the time intervals and the ECH Condition Date / Schedule Last Inspection Date.

• All Schedules Created from the ECH(normally CAIRs) will be Approved automatically.

  • Once an ECH is Final Approved, the Approval sidebar will show the remaining options on the ECH: Backout or Edit Condition History.

To learn about what will happen in terms of RBI for PEI Schedules see Crediting Schedules.

It is possible to Edit an ECH that was Final Approved.

The following happens when an ECH is put back in Edit mode:

• The ECH goes back to Writer Approved status.

• You can now Edit the following sections:

  • Checklist

  • Drawings and Documents

  • Narrative

  • Comment

  • Attachments

• You cannot Edit:

  • Schedules Credited

  • Created Schedules

• You can also not delete the ECH when in this status.

Remember to Final Approve the ECH again when done!

Note: it is always possible to edit the ECH Description.

Backing out of ECHs

In addition to Editing ECHs, it is possible to Backout an Equipment Condition History. Typical reasons for Backing out an ECH include:

• An incorrect Equipment ID was selected when creating the ECH.

• An incorrect Schedule was credited and needs to be removed, or an additional Schedule needs to be credited on the ECH.

• The Condition Date on the ECH is incorrect.

When an ECH is Backed out, the following things occur:

• The ECH goes back to Writer Approved status.

• Any automatically created (recurring) Schedules are removed. Any User created Schedules, however, will still be available.

• You can now Edit the Schedules Credited and Created Schedules sections (i.e. Credit different Schedules and create new Schedules). Note: You cannot do this when you just go back to Edit mode.

• The Disapprove button becomes available:

  • If you click this button, the ECH will go back to Draft status.

  • The ECH can then be deleted. Note: This way you can create a new ECH with the correct Condition Date, or for the correct Equipment.

  • This will also enable you to change ECH details other than the Description field, such as Condition Date and Resp Inspector.

Take Note

To be able to Disapprove the ECH, your user has to have the Writer Approval Level assigned to them. For more information about Approval Levels, see: Approval Rights (Privileges).

To Backout a Final Approved ECH:

• Navigate to the Approval Section on an ECH.

• Click the Backout button.

After you have made any changes to your Backed Out ECH:

• Remember to Final Approve the ECH.

For more information on the Backout as part of the Approval Work Process and Inspection Events see Approving ECHs.

Appending Narratives

IMS allows you to append new Narratives to Final Approved Condition Histories without Backing out if the appropriate configuration in Settings \ Maintenance  Configuration \ Applications Settings is enabled. 

When the setting is enabled, an Append button is displayed in the header of the Narrative section.

To append a Narrative:

• Click the Append button. 

• Write the text of the Narrative.

• Click Save.

The appended entry will automatically display the date, time, and author. 

Note: Existing Narratives can be edited only by setting the Condition History status back to “DRAFT” before making changes.

Witnessing

You can add additional Approval steps for an ECH by enabling Witnessing for the ECH.