Creating an inspection schedule template

Create Inspection Schedule Template

This page allows you to create an inspection schedule template, which can be used for generating inspection orders. Tell me more.

Select the “Create Inspection Schedule Template” link under the “Predictive Maintenance” business component.

The “Create Inspection Schedule Template” page appears.

Enter the following fields:

IS Template	A unique identifier of the inspection schedule template (Alphanumeric, 18). Mandatory. This field can be a combination of characters and numbers.
Status	Use the drop-down list box to select the status of the inspection schedule template. The system provides the options: “Active” and “Inactive”. Set the status as “Inactive”, if you do not wish to refer to the inspection schedule template from other activities. The system sets the status as “Active”, by default.
Desc.	The description of the inspection schedule template (Alphanumeric, 150).
	Zoom facility available
Priority	Use the drop-down list box to specify the priority or the level of importance assigned to the inspection schedule template. The system fills in this field with all the priorities that have been defined in the “Define Priority” activity of the “Maintenance Organization” business component and h are in “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 responsible for carrying out the inspection order (Alphanumeric, 30). Mandatory. Ensure that the work group is already defined in the “Create Work Group” activity of the “Work Group” business component and is in the “Active” status.
	Help facility available
	Press <Enter>.
Duration (Hrs.)	The number of hours required for the execution of the inspection order (Decimal). Ensure that the duration is not negative.
	Press <Enter>.
Lead Time (Days)	The lead time, in days, required for carrying out the inspection order (Decimal). Ensure that the lead-time is not negative. The system displays “0”, by default.
	Press <Enter>.
Type	Use the drop-down list box to specify the type of inspection. The system lists all the inspection types that have been defined in the “Define Inspection Types” activity of the “Inspection Order” business component and are in the “Active” status. Leave the field blank, if you do not wish to specify an inspection type. The system leaves the field blank, by default.
Category	Use the drop-down list box to specify the category of inspection. The system lists all the inspection categories that have been defined in the “Define Inspection Categories” activity of the “Inspection Order” business component and are in the “Active” status. Leave the field blank, if you do not wish to specify an inspection category. The system leaves the field blank, by default.
Execution Agency	Use the drop-down list box to specify the agency which must execute the inspection. The system provides the following options:
	Internal – Select this option if the agency that must execute the inspection is within the plant.
	External – Select this option if the agency that must execute the inspection is an outside agency.
	The system displays “Internal” by default.
Clearance	Use the drop-down list box to specify whether clearance from specific authorities is required for carrying out the inspection. The system provides the options: “Required” and “Not Required”. The system displays “Not Required”, by default.

Note. If the “Clearance” field is set as “Required”, the system automatically generates a clearance request or a permit based on the option that has been set in the “Option Setting” activity of the “Clearance Permit” business component.

Permit Type	Use the drop-down list box to specify the type of the permit required. The system lists all permit types that have been defined in the “Define Permit Types” activity of the “Clearance Permit” business component and are in the “Active” status. Leave the field blank, if you do not wish to specify any permit type. The system leaves the field blank, by default.
Eqp. Condition	Use the drop-down list box to specify the condition of the equipment based on which the inspection must be carried out. The system provides the following options:
	Online – Select this option to indicate that the task is to be performed on the equipment when the equipment is in operation.
	Offline – Select this option to indicate that the task is to be performed on the equipment when the equipment is not in operation, or is in the “Down” state.
	Not Applicable – Select this option to indicate that this task can be performed on equipment when it is either offline or online. Also select this option if the task is to be performed on a location.
	The system displays “Not Applicable”, by default.

Enter the following fields in the “Inspection Check List” multiline:

Parameter	The parameter for which inspection must be done (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 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
	that the source from which the parameter value is updated is not “Formula”
	Press <Enter>.

Note: If you have set the “Status” field as “Active”, ensure that you specify at least one parameter 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 – Parameter” combination in the “Create Equipment” activity of “Equipment Induction” business component or the “Location – Parameter” combination in the “Create Location” activity of the “Maintenance Organization” business component respectively.
	Help facility available
	Press <Enter>.

Note: Ensure that the “Parameter – Inspection Point” combination is not repeated in the multiline.

Task / Proc. Code	The task or the procedure that must be carried out for the inspection (Alphanumeric, 30). If you have specified a task, ensure that the task has already been defined in the “Create Task” activity of the “Task” business component. If you have specified 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/SP?” field in the multiline.

The system displays the following field:

Task / Proc. ?

Indicates if the code entered in the “Task/SP Code” field is a task or a procedure.

Enter the following fields in the multiline:

Spl. Tool	The tool that is required for carrying out the inspection (Alphanumeric, 30). Ensure that the tool is already defined in the “Add tools” activity of the “Tools” business component and is in the “Active” status.
	Help facility available
	Press <Enter>.
Remarks	Any additional information about the inspection that must be done (Alphanumeric, 255).

Click the “Create” pushbutton to create the inspection schedule template.

Note: The system creates the inspection schedule template and displays the “Task/Sp” field in the multiline.

To proceed, carry out the following

Select the “Associated Schedules” link from the bottom of the page to specify the details of work orders that you wish to create for the inspection schedules created from the template.
Select the “Fixed Schedules” link from the bottom of the page to define fixed schedules for the inspection schedule template.
Select the “Interval Schedules” link from the bottom of the page to define interval schedules for the inspection schedule template.
Select the “Off Season” link from the bottom of the page to define the period for which inspection need not be done on the equipment or location.

Creating inspection schedule template – An overview

This page allows you to create an inspection schedule template, which can be used for generating inspection orders for carrying out inspection on equipment or location. You can create an inspection schedule template using a unique code and provide a description and a status for it.

You must specify the work group that is responsible for the inspection, the type and category of the inspection template and the agency that is responsible for carrying out the inspection.

You can also specify the lead-time for carrying out the inspection. When the lead-time is specified, inspection orders will be generated for the inspection schedule taking into consideration the lead-time that is specified. For example, if the inspection is due to be performed on the 20^th of every month and if a lead-time of 10 days is specified, the inspection order will be generated on the 10^th of every month. The 10 days is taken as the lead-time for the inspection order.

You can also specify whether clearance from special authorities is required for carrying out the inspection. If clearance is required, you must specify the type of clearance permit that must raised.

The details of the parameters that are to be inspected must be specified along with the following details:

The parameter that must be inspected
The inspection point on which the parameter must be inspected
The task or procedure that must be performed for the inspection
Any special tool that is required for the inspection

The system creates the inspection schedule template and stores the login ID of the user who created the template along with the date and time at which it was created.

Prerequisite

“Create Work Group” of “Work Group” business component

What you can do in this page

Specify whether clearance is required or not for carrying out the inspection

You can specify whether clearance from specific authorities is required for carrying out the inspection order that is raised based on the inspection schedule, which is in turn created from the inspection schedule template.

Set the “Clearance” field as “Required” if clearance is required.
Set the “Clearance” field as “Not Required” if clearance is not required.

If clearance is required, the system automatically generates a clearance request or permit for carrying out the inspection order. This is done when an inspection order, based on the inspection schedule, is generated..