Adding Locations to Question-Answers

Dynamic Forms support answering questions per Location. You can thus add a Location to the question-answer combination. In the case of PEI a Location can be defined as a Part of the Equipment, or a CML. In the case of PLSS, the Location can be a Distance, or an Inspection Location.

Parts

IMS knows which Parts are valid for a certain Equipment Group. This configuration is shown in the settings Configuration per hierarchy type. When configured, questions can be answered per Part. For example, if it is needed to be specified on which Part of the Equipment corrosion has been found, IMS can read what are the valid Parts and then offer an option to specify where corrosion was found.

For the Dynamic Forms this must be configured on Field level: 

• For Control Type select "Options list per object".

• For Show per select "Equipment group parts". 

• Select the desired Lookup, e.g., "PEI_YES" .

When using the Checklist, the User can click Select, and then click YES for the applicable Parts.

CMLs

When configured, CMLs of the Equipment can be selected as a response to a question.

For the Dynamic Form this must be configured on Field level: 

• For Control Type select "Options list per object".

• For Show per select "Equipment CML". 

• Select the desired Lookup, e.g., "PEI_YES" .

When using the Checklist, the User can click  Select, and then select the applicable CMLs.

PLSS Inspection Locations

For PLSS, the Inspection Location can also be configured as a Dynamic Form Location. The Dynamic Form will then provide options from the configuration of the current Equipment.

For the Dynamic Form this must be configured on Field level: 

• For Control Type select "Options list per object".

• For Show per select "Equipment CML". 

• Select the desired Lookup, e.g., "PEI_YES".

When using the Checklist, the User can click Select, and then select the applicable Inspection Locations.

PLSS Distance

For PLSS, when a Distance is configured as a location, the following configuration is needed: 

• Create a reusable Dynamic Form with a Stage that has all the needed questions regarding Distance.

• Create the Dynamic Form that is going to be used in the ECH.

• For a question regarding Distance:

  • For Control Type select "Numeric".

  • For More Stage select the reusable Dynamic Form, as a set of questions that must be repeated in every eventing result.

 Final Result:

Pipes in a Piping System

When configured, your PEI Checklist can provide the Equipment ID and Description for all of the Pipes associated with a Piping System. To configure your Dynamic Form to show the Pipes in a Piping System:

• Add a Field to your Form with Control Type set to: Option list per object.

• Select Pipes in piping system from the Show per dropdown.

  Your Checklist will display the Pipes in the selected Piping System.