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Creating Schedules

19 Dec 2024
6 Minutes to read
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Creating Schedules

Updated on 19 Dec 2024
6 Minutes to read
Contributors

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This article will explain how to create a new Schedule and also discuss the different Schedule properties.

Creating Schedules

There are several places in the application from where you can add a new Inspection Schedule, for example:

Section	Screenshot
Schedules Main Screen grid (Header bar)
Equipment Main Screen grid (Side info bar)
Equipment Details Page (Schedules section)
ECH Details Page (Created Schedules section)

To create a Schedule:

Click the Plus button to create a new Schedule.
Enter the required data in the pop-up window. See the table below.
Click Save when done.

The new Schedule will be created, and you will be redirected to the Detail Page of the Schedule that was just created.

Scheduled properties

Schedule pop-up fields:

Field	Description
Equipment ID	This field is auto-populated based on the object from which you are creating the Schedule. Note: Only in RCM you can select either Equipment or FLOC as the parent.
Hierarchy	Hierarchy path for this Schedule (read-only).
Corrosion Loop	You can link the Schedule to a Corrosion Loop.
Schedule Type	The available Schedule types depend on your Discipline and the currently selected IMS module.
Description	Free text input descriptive text [1]. For RBI Re-Assessment by default set to RBI RE-ASSESSMENT.
Active	Newly created Schedules are created as inactive until they are approved as active.
TA Candidate	Turn Around (TA Candidate) [1] drop-down menu with the following options: "-". TA Candidate. Not TA Candidate. If "-" is selected, the Schedule wasn't assessed to require TA yet. (See Tying Schedules to Upcoming Events.)
Shut-in	Shut-in ^[1] candidate drop down menu with the following options: “-” “Yes” “No”
Scaffolding	Whether the inspection requires scaffolding (true/false)^[1]. If ticked, the information will be sent to CMMS as a description.
Intrusive	Whether the inspection is Intrusive (true/false).
Recurring	Recurring Schedule (true/false). If this is set to true, an Interval will also be required. Note: CAIRS and CORRECTIVE Schedules cannot be recurring while Corrosion Schedules are mandatorily recurring.
Offline	Whether the inspection has to be carried out while the Equipment is offline (true/false). If it is ticked it can be used for filtering.
Legal / local inspection	Legal / local inspection (jurisdiction). If it is ticked it can be used for filtering.
CMMS Tracking ID	CMMS Tracking ID. Only for sites linked with CMMS. Here the CMMS Tracking ID can be filled in. Otherwise, the tracking ID will start with 11 followed by the schedule number.
Discipline	See IMS Schedules and ECHs across Discipline^[1].
Schedule Driver	The Schedule Driver is used to indicate what triggers the Schedule. For RBI Re-Assessment this is, by default, set to RBI – Asset (Economic). For CAIRs, by default, set to RECOMMENDATION. The Schedule Driver is updated based on the worst RBI Consequence Category when the scope of an RBI Analysis is linked to a Schedule.
Resp. Discipline	Responsible Discipline. (For RBI Re-Assessment this is, by default, set to EI ONLY. For Inspections and CAIRs, by default, set to ME AND EI.) Note: For sites where IMS is linked to SAP, ME or PLSS and ME must be selected to trigger the SAP notification to support the work needed to perform the inspection or repair.
Schedule Category	This property is used to prioritize Schedules, helping to distinguish between integrity-related tasks and long-term inspections. To learn more see below.
MTO	Manage Threats & Opportunities^[1]. If ticked a text can be added.
MOC	Management of Change^[1]. If ticked a text can be added.
User Date	A User Date may be provided^[2].
Event Date	You can search for a Planned Event^[1]. By default, the Planned Events for the Unit will show. See Tying Schedules to Upcoming Events.
User interval	This field is only available if the Schedule is Recurring. If available, you can also select the default^[3].
Static Schedule	Only available for Recurring Schedules. See Defining Static Schedules.
Max interval	You can indicate if the Max interval may be exceeded. Max interval is defined in the default settings.
SAP Release Date	SAP Release Date. This date must be in the future and after the NID.
Ignore RBI Interval/NID	If ticked, the RBI NID / MII will be ignored in the Schedule’s NID horserace. Note: CAIR schedules do not allow RBI NIID / MII mandatorily.
Next Inspection date	This cannot be edited but will depend on the NID horserace.
Responsible Person	You can assign a Responsible Person. See IMS4Field .
Part of	This field is only available if the Schedlue is part of a Compaign or a Job.
Is this a Temporary repair?	The Temporary Repair Dynamic Form Checklist is only available for CAIRs with the Is this a Temporary repair? option ticked.
Temporary repair Class	When Temporary repair is ticked, the class may be selected.
Applicable AREA	The Area-FLOC to which the Equipment is assigned (only shown if available). Only available for the CAIR Schedules if the Schedule Driver is Fabric Maintenance and the Available Area exists).
Break-in	For Fabric Maintenance. Discipline needs to be Fabric Maintenance and Schedules Driver needs to be Fabric Maintenance.
Supervision	Applicable when Witnessing is enabled. (Only available for Inspection and CAIR Schedules.)
Authority	Applicable when Witnessing is enabled. (Only available for Inspection and CAIR Schedules.)
Labels	Custom labels may be assigned to each record.
Add to scope	Only applicable for PEI and Civil. You can select Component-DM combinations to add to the Schedule scope. You can also do this later. Only Components linked to this Equipment will be available. By default, the General Component is selected, but RBI Analyses may not be created on General Components.
Special Emphasis	In the case of Pipe and Pipe System Equipment, the Special Emphasis can be populated (when there is no pending event). The classification chosen determines the Maximum Inspection Interval (MII) allowed for the recurring Inspection Schedule. Note: Only applicable to recurring Inspection Schedules.

Notes:
[1] This information can also be added later in the Schedule Details without reapproving the Schedule.
[2] IMS will require that at least one NID is provided, whether it is coming from the User Date, RBI NID or the Time interval.
[3] IMS will require that at least one Interval is provided on recurring Schedules, whether it is coming from User Interval, Default Interval, or RBI Interval.

Schedule Categories

From the start, IMS has used the "Schedule Category" property to prioritize Schedules, helping to distinguish between integrity-related tasks and long-term inspections.

You can specify your Schedule's Category in the Schedule details, either during creation or afterward.

The standard Schedule Categories in IMS are:

Category 1: Integrity
Category 2: Reliability
Category 3: Long-term reliability

By default, Category 1 is set for Inspection and CAIR Schedules during creation, while Category 2 is set for RBI Re-Assessments. These defaults are managed in Settings Maintenance Inspection/Schedules \ Schedule Category.

Take Note

The standard Schedule Categories listed here may vary at your site. To view your site-specific Categories and defaults, go to Settings Maintenance Inspection/Schedules \ Schedule Category.

Category 1

Category 1 deals with Integrity issues. The required work has a fixed due date (non-priority based) which reflects the date by which the results of the activity should be complete to prevent an Integrity issue within the premised run length. Also, this involves work required to maintain the license to operate Equipment beyond the due date of compliance to code or legal requirements. Legal auditing is carried out for this category.

Scope or Due date of a Cat 1 can be challenged and optimized, but changes are only made by EI and require an extension per an official process.

Category 2

Category 2 deals with Reliability issues. The required work has a proposed due date (priority-based) which reflects the date by which the results of the activity should be complete to prevent a Reliability issue within the premised run-length. Note that as time goes by, a Category 2 job could be upgraded to Category 1.

Scope or due date of a Cat 2 can be challenged and optimized and changes can be made by ME with EI input.

Category 3

Category 3 deals with long-term reliability and infrastructure issues. The required work has a proposed due date (priority based) which reflects the date by which the activity should be complete to prevent a longer term, life cycle and infrastructure issues. Note that as time goes by a Cat. 3 job could be upgraded to Cat. 1.

Scope and due date of a Cat 3 can be challenged and optimized and changes can be made by ME with EI input.

These categories have been defined to manage significant differences in “Aim of the Request”, “Who can change dates & scopes” and “Management of Metrics”. This is summarized in the table below.

Schedule Categories Summarized

Category	Aim	Who can Change	Overdue EI Metric
1	Integrity	EI (with ME)	Zero target, report to Sr Management
2	Reliability	ME (with EI)	Zero target, report to PU Manager
3	Long term	ME (with EI)	PU target, report to PU Engineer

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What's Next

Defining Inspection Schedules

Table of contents

Creating Schedules
Scheduled properties
Schedule Categories