Step C: Crediting Schedules

ECHs can be divided into two types:

• Event or Opportunity Driven: This ECH is not linked to a Schedule, but an event is recorded, e.g. rerate performed, significant process change, a fork-lift dented the shell, etc. If no inspection data and codes are recorded either, this is referred to as a “Narrative Only” ECH.

• Schedule Driven: This ECH credits one or more Schedules and describes the work and/or findings associated with the credited Schedule(s).

Event or Opportunity Driven

To specify that the ECH is Event/Opportunity Driven:

• Scroll down to the Schedules Credited section.

• Select the EVENT OR OPPORTUNITY DRIVEN card.

• Click SELECT.

Schedule Driven

Crediting a Schedule means that the Schedule has been completed. All active completed Schedules, except for the Corrosion Schedule, must be credited in an ECH. More than one Schedule can be credited in one ECH.

When a recurring Schedule is credited and the ECH is Approved, IMS will auto generate a new identical Schedule. The NID of the new Schedule will be determined by adding the current interval to the Condition Date of this ECH.

When a non-recurring Schedule is credited and the ECH is Approved, IMS will consider this Schedule complete. There will not be a NID. If the only valid Schedule of an Equipment is credited, then the user will be warned that a Default Schedule (safety net) will be created. Valid Schedules are Inspection and RBI Reassessment.

To credit Schedules:

• Scroll down to the Schedules Credited section.

• Select the applicable Schedule card.

• Click CREDIT.

To remove a Schedule / Event from the ECH scope:

• Select the applicable card. 

• Click REMOVE.

When Schedules are credited, information will appear in the Inspection data and codes section. This section must now be defined further in Step D. 

You can learn more about Schedule crediting in: iCrediting Schedules - Requirements and Consequences