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Step A: Creating ECHs
  • 09 Aug 2024
  • 1 Minute to read
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Step A: Creating ECHs

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Article summary

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

Section
Screenshot

ECH Main Screen

(Header bar)

Equipment Main Screen

(Side info bar)

Equipment Details Page

(Condition History section)

Schedules Details Page header. Note: In this case the current Schedule will be added to the ECH scope.

To create an ECH:

  • Click + to create a new ECH.
  • Enter the required data in the pop-up window. See the table below.
  • Click Save when done.

The new ECH will be created, and you will be redirected to the detail page of the ECH that was just created.

ECH pop-up fields:

FieldDescription

Equipment ID

This field is auto populated based on the object from which you are creating the ECH.

Condition Date

The date of the Event. This becomes the Last Inspection Date (LID) for the Schedule being credited.

Responsible Person

This is an important data field. Don’t credit Schedules done by two or more inspectors on one ECH. For example, if one inspector performs the Inspection schedule for cracking on the top head and another inspector performs the Inspection schedule for a non-intrusive external visual inspection, then two ECHs should be created.

Current Event

This is field that can be queried, which indicates when the event took place. Options are:

  • blank, if event not applicable
  • Inspection Recommendation
  • Opportunity
  • Pitstop
  • Turnaround

Conclusion

Note: This field is not configured for all sites and may thus not be available.

Labels

Custom labels which can be assigned to each record.

Description

This is a one-line description of the event that will display on the list of condition histories so that easily can be identified what the ECH is all about. E.g., Intrusive cracking inspection of the top head.

Supervision

Applicable when Witnessing is enabled.

Authority

Applicable when Witnessing is enabled.

Now you can start with Step B: Detailing the ECH


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