Creating inspection order

Create Inspection Order

This page allows you to create inspection orders for recording the details of the inspection done on the equipment or location. Tell me more

Select the “Create Inspection Order” link under the “Inspection Order” business component.

The “Create Inspection Order” page appears.

Enter the following field to create an inspection order by copying from an existing inspection order:

From IO	The inspection order from which you wish to copy the details (Alphanumeric, 18).
	Help facility available

Click the “Copy” pushbutton.

The system displays the following field:

IO	A unique identifier of the inspection order as generated by the system.
Date	The date and time at which the inspection order is created. The system displays the current date and time.

Enter the following fields:

Desc.	The textual description of the inspection order (Alphanumeric, 150).
	Zoom facility available
	The system displays the following field:
Status	The status of the inspection order, which can be “Fresh” or “Closed”.

Enter the following field:

Type	Use the drop-down list box to select the type of the inspection order. The system lists all the types that are defined in the “Define Inspection Types” activity and are in the “Active” status. Leave the field blank if you do not wish to specify any inspection type. The system leaves the field blank, by default.
Category	Use the drop-down list box to select the category to which the inspection order belongs. The system fills in all the categories that have been defined in the “Define Inspection Category” activity and are in the “Active” status. Leave the field blank if you do not wish to specify any inspection category. The system leaves the field blank, by default.
Priority	Use the drop-down list box to select the priority to be assigned to the inspection order. Priority indicates the level of importance that is assigned to the inspection order. The system fills in all the priorities that have been defined in the “Define Priority“ activity of the “Maintenance Organization” business component and are in the “Active” status. Leave the field blank if you do not wish to specify any priority. The system leaves the field blank, by default.
Work Group	The work group that is expected to carry out the inspection order (Alphanumeric, 30). Ensure that the work group has already been defined in the “Create Work Group” activity of the “Work Group” business component and is in the “Active” status.
	Help facility available
Duration (Hrs.)	The number of hours required for the completion of the inspection order (Decimal). Ensure that the duration entered in this field is equal to the difference between the dates entered in the “Start. Date” and the “Compl. Date” fields. Also ensure that the duration is not negative.
Route	Use the drop-down list box to modify the route to be assigned to the inspection points of the equipment. The route is the sequential list of equipment – inspection points used for the purpose of inspection. The system fills in all the routes that have been defined in the “Create Route“ activity of the “Predictive Maintenance” business component and are in the “Active” status.
Start. Date	The date on which the corrective action must be started on the inspection order (Date Format). The system displays the current date as soon as the page is launched.
	If you have checked the “Close IO” box, ensure that the date entered in this field is not later than the current date.
	The time at which the corrective action must be started on the inspection order (Time Format). The system displays the current time as soon as the page is launched. Ensure that you enter the time in this field only if you have specified a date in the “Start Date” field.
	If you leave the field blank, the system automatically assigns “0.00” as the default time.
	If you have checked the “Close IO” box, ensure that time entered in this field is not later than the current system time.

Compl. Date	The date by which the work has to be completed (Date Format). Ensure that the date entered in this field is not earlier than the date entered in the “Start Date” field. The system leaves the field blank as soon as the page is launched.
	If you have checked the “Close IO” box, ensure that date entered in this field is not later than the current system date.
	The time by which the work must be completed (Time Format). Ensure that you enter the time in this field only if you have specified a date in the “Compl. Date” field. The system leaves the field blank as soon as the page is launched.
	If you leave the field blank, the system automatically assigns “23.59” as the default time.
	If you have checked the “Close IO” box and if the time is not entered, the system defaults the current system time.

Note: The system copies all the details of the inspection order except the inspection order start date and time, the completion date and time, the status of the inspection order, the date and time on which the values on the inspection order is updated and the date and time on which the inspection order must be executed.

Enter the following fields in the “Report Parameter Values” group box:

Reported By	The employee ID of the user who reported the values for the inspection order (Alphanumeric, 30). Ensure that the employee is already defined in the “Create Employee File” activity under the “Employee Personal Information” business component of Ramco Human Resources Management Solution.
Reported Date	The date on which the values on the inspection order is reported (Date Format). The system displays the current date in this field as soon as the page is launched.

The time at which the values on the inspection order is reported (Time Format). Ensure that you enter a time in this field only if you have specified a date in the “Reported Date” field. The system displays the current time in this field as soon as the page is launched.

Note: Ensure that the date and time entered in the “Reported Date” field is not later than the current date and time.

Remarks	Any additional information about the inspection order (Alphanumeric, 255).
	Zoom facility available.

Enter the following fields in the “Reported Parameter Values” multiline:

Update On	Use the drop-down list box to specify if you wish to update the inspection order on “Equipment” or “Location”. The system provides the options: “Equipment” and “Location”. If you leave the field blank, the system checks whether the maintainable object entered in the “Code” field is equipment or location and displays in this field either “Equipment” or “Location” appropriately. The system leaves the field blank, by default.
Code	The identifier of the equipment or location for which the inspection order is updated (Alphanumeric, 30). If you have specified “Equipment” in the “Update On” drop-down list box, ensure that the equipment entered in this field already exists in the “Create Equipment” activity of the “Equipment Induction” business component and is in the “Active” status. If you have specified “Location” in the “Update On” field, ensure that the location entered in this field is already defined in the “Create Location” business component and is in the “Active” status.
	Press <Enter>. The system retrieves the “Description” field in the multiline.

The system displays the following field:

Desc.

The description of the equipment or location.

Enter the following field:

Parameter	The parameter for which values must be recorded (Alphanumeric, 30). Ensure the following:
	that the parameter is already defined in the “Create Parameter” activity of the “Equipment Induction” business component and is in the “Active” status
	that the parameter is of type “Range” or “Attribute”
	that the parameter is not defined as a conditional parameter
	that the source from which the parameter value is updated is not “Formula”
	that the parameter is attached to the Equipment in the “Create Equipment” activity of the “Equipment Induction” business component or to the location in the “Create Location” activity of the “Maintenance Organization” business component
	Press <Enter>. The system retrieves the “UOM” field in the multiline.
	Help facility available.
Inspection Point	The inspection point on the equipment or location where inspection must be carried out (Alphanumeric, 30). Ensure that the inspection point is already defined in the “Create Inspection Point” activity of the “Equipment Induction” business component and is in the “Active” status. Also ensure that the inspection point is attached to the equipment or location in the “Create Equipment” activity of “Equipment Induction” business component or the “Create Location” activity of the “Maintenance Organization” business component respectively.
Date	The date on which the inspection must be done (Date Format). If you leave this field blank, the system assigns the date entered in the “Reported Date” field.
Time	The time at which the inspection must be done (Time Format). If you leave both the “Date” fields and this field blank, the system assigns the current time to this field. If you enter a date in the “Date” field and leave only this field blank, the system assigns the time entered in the “Reported Date” field.

Note: If the “Close IO” box is checked, ensure that the date and time entered is not a future date and time.

Parameter Value

The current value of the parameter (Alphanumeric, 30). Ensure that you enter a numeric value if the parameter is of type “Range” or a non-numeric value if the parameter is of type “Attribute”. If the parameter is of type “Attribute”, ensure that the value that you enter in this field is already defined in the “Create Parameter” activity of the “Equipment Induction” business component .

Help facility available.

Note: Ensure that you record the parameter values for equipment – parameter for a specific date and time only once in the multiline.

The system displays the following fields:

UOM	The unit of measurement of a range parameter.
Confirmed?	The system displays “Yes” if you have confirmed the inspection value in checklist line item. Otherwise the system displays “No”.

Enter the following fields:

Reported By	The employee ID of the user who reported the parameter values (Alphanumeric, 30). Ensure that the user is already defined in the “Create Employee File” activity under the “Employee Personal Information” business component of Ramco Human Resources Management Solution.
	Help facility available
Remarks	Any additional information about the parameter value being recorded (Alphanumeric, 255). If you leave this field blank, the system displays the remarks entered in the “Remarks” field in the header.
Task / Proc. Code	The task or the procedure that must be carried out for the inspection order (Alphanumeric, 30). If you specify a task, ensure that the task has already been defined in the “Create Task” activity of the “Task” business component. If you specify a procedure, ensure that the procedure is already defined in the “Create Procedure” activity of the “Task” business component.
	Help facility available
	Press <Enter>. The system retrieves the “Task/Procedure?” field in the multiline.
	The system displays the following field:
Task / Proc. ?	Indicates if the code entered in the “Task/Proc. Code” field is a task or a procedure.

Enter the following field:

Spl. Tool	Any special tool that is required for carrying out the inspection order (Alphanumeric, 30). Ensure that the tool has already been defined in the “Add tool” activity of the “Tools” business component and is in the “Active” status.
	Help facility available.

The system displays the following fields:

Parameter Type

The type of the parameter that you have entered in the “Parameter” field. The system displays this field only after you click the “Create” pushbutton.

Alarm Level

If you have entered a range parameter in the “Parameter” field, the system retrieves the range name that is defined for it in the “Define Predictive Triggers” activity of the “Predictive Maintenance” business component.

Click the box in the “Select” column of the multiline to select the entries for deletion.
Click the Delete icon in the toolbar to delete the selected parameter entries.
Check the “Close IO” box to close the inspection order that you have created.

Note: Ensure that you enter at least one row in the multiline if you wish to close the inspection order.

Click the “Create” pushbutton to create the inspection order.

The system performs the following:

If you have checked the “Close Inspection Order” box, the system

	confirms the inspection check list rows.
	updates the parameter log with the details of the parameter entries.
	saves the inpsection order with the “Closed” status and refreshes the “Confirmed?” field with “Yes”.
	generates the appropriate remedial action based on the parameter value entered, and the predictive triggers defined.
	displays “Yes” in the “Confirmed?” field if the “Close Inspection Order” box is checked and posts it to the parameter log. Otherwise, the system displays “No”.

If the “Close Inspection Order” box is not checked, the system saves the inspection order with the “Fresh” status.
The system records the login ID of the user who created the inspection order along with the created date and time.
The system refreshes the “UOM” and “Parameter Type” fields in the multiline.
The system rearranges the parameters entered in the mulitline in the order of the route specified in the “Route” field.
Click the “Create Clearance Request” link to create clearance request for carrying out the inspection order.

For more details regarding the creating of clearance request, refer to the topic “Creating clearance request”.

Click the “View Clearance Details” link to view the details of the clearance required for carrying out the inspection order.

For more details regarding the viewing of clearance details, refer to the topic “Viewing clearance details”.

Click the “Edit Inspection Order” link to modify the current inspection order details.

The system displays the following in the “Record Statistics” group box:

Created By	The login ID of the user who created the inspection order.
Created Date	The date and time at which the inspection order was created.
Last Modified By	In this activity, the system displays the login ID of the user who created the inspection order.
Last Modified Date	In this activity, the system displays the date and time at which the inspection order was created.

What you can do in this page

Copy details from an existing inspection order

You can copy details from inspection orders that are already defined. The system copies all the details from the inspection order except the date, time, parameter value and the status.

Enter the inspection order from which details must be copied.
Click “Copy” pushbutton to copy the details.

A new inspection order is created with the copied details.

Creating inspection order – An overview

This page allows you to create inspection orders for recording the details of the inspection done on the equipment or location. You can create an inspection order by entering a description and recording its type, category, priority, a work group for carrying out the inspection order, the duration and the dates within which the inspection order must be executed. You can enter the route, which indicates the order in which the inspection must be done on the equipment, or location based on the inspection points.

You can also create an inspection order by copying the details from an existing inspection order.

You can record the details of the inspection done on the equipment or locations by entering the following:

The equipment or location for which inspection is done
The inspection point on the equipment/location for which inspection is done
The parameter which is measured on the equipment or on the inspection point on the equipment
The date and time at which the inspected values are reported
The value of the parameter
The employee ID of the user who reported the values on the inspection order
Any additional information about the inspection order
The task or procedure that must be performed for carrying out the inspection order
Any special tool that is required for carrying out the inspection order

The system creates the inspection order in the “Fresh” status and displays the alarm level on the page.

Note: The alarm level is displayed from a set of pre-defined values that are defined for a specific range of parameter values. Alarm levels are defined in the “Define Predictive Triggers” activity of the “Predictive Maintenance” business component for various ranges of range parameter values or for attribute parameters. The alarm level alerts the user when the parameter value falls within the specified range that has been defined. For more details regarding alarm level, refer to the topic, “Defining predictive triggers”.

You can also close the inspection order and post the parameter values entered here to the parameter log. When the inspection order is closed, the system does the following:

Confirms or updates the parameter values for the equipment–inspection point–parameter–date–time combination into the parameter log
Sets the status of the inspection order as “Closed”.