Editing inspection schedule

Edit Inspection Schedule

This page allows you to edit the details of an existing inspection schedule. Tell me more.

Select the “Edit Inspection Schedule” link from the “Select Inspection Schedule” page. Alternatively select the hyperlinked inspection schedule number in the multiline of the same page.

The “Edit Inspection Schedule” page appears.

Enter the following field if you wish to edit an inspection schedule other than the schedule entered in the previous page:

IS	The inspection schedule to be edited (Alphanumeric, 18).
	When you press the “Enter” key, the system retrieves the description of the inspection schedule in the edit box alongside. Enter the modified description of the inspection schedule (Alphanumeric, 150).
	Zoom facility available
	Press <Enter>. The system retrieves the details of the inspection schedule.

Enter the following fields to modify the details of the inspection schedule:

Status	Use the drop-down list box to modify the status of the inspection schedule. The system provides the options: “Active” and “Inactive”. Set the field as “Inactive” if you do not wish to refer to the inspection schedule from other related activities.
Desc.	The description of the inspection schedule (Alphanumeric, 150). Zoom facility available.
Priority	Use the drop-down list box to modify the priority or the level of importance assigned to the inspection schedule. 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 are in the “Active” status. Leave the field blank, if you do not wish to specify any priority.
Inspection On	Use the drop-down list box to specify whether you wish to create the inspection schedule on equipment or location. The system provides the options: “Equipment” and “Location”.
Code	The identifier of the equipment or location for which inspection schedule is generated (Alphanumeric, 30) Mandatory. Ensure the following:
	If you have selected “Equipment” in the “Inspection On” field, ensure that the code entered here is defined as equipment in the “Create Equipment” activity of the “Equipment Induction” business component and is in the “Active” status. Also ensure that the equipment has not been defined as a placeholder.
	If you have selected “Location” in the “Inspection On” field, ensure that the code entered here is defined as a location in the “Create Location” activity of the “Maintenance Organization” business component and is in the “Active” status.
	Help facility available
	The description of the equipment or location is displayed alongside.
	Zoom facility available
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
Duration (Hrs.)	The number of hours required for the execution of the inspection order (Decimal). Ensure that the duration is positive.
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.
Type	Use the drop-down list box to modify 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.
Category	Use the drop-down list box to modify 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.
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 carry out the inspection is within the plant.
	External – Select this option if the agency that must carry out 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”.

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 modify 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.
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 the following field:

IS Template	The inspection schedule template based on which the schedule is created.
	The description of the inspection schedule template is displayed alongside.

Enter the following field:

Can Template Update This Sch.?

Use the drop-down list box to specify whether the inspection schedule can be modified based on any change that has been made on the template from which the schedule has been created. The system provides the options: “Yes” and “No”.

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 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.
	Help facility available

Note: If you have set the “Status” field as “Active”, ensure that you specify at least one parameter in the multiline.

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.

Help facility available

Note: Ensure that the “Parameter – Inspection Point” combination is unique to 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
Remarks	Any additional information about the inspection that must be done (Alphanumeric, 255).

Click the box in the “Select” column of the multiline to delete the parameters from the schedule.
Click the Delete icon in the tool bar above the multiline, to delete the parameters from the schedule.
Click the “Edit” pushbutton to modify the inspection schedule.

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

Created By	The login ID of the user who created the inspection schedule.
Created Date	The date and time at which the inspection schedule was created.
Last Modified By	The login ID of the user who last modified the inspection schedule.
Last Modified Date	The date and time at which the inspection was last modified.

To proceed, carry out the following

Select the “Fixed Schedules” link from the bottom of the page to modify the fixed schedules of the inspection schedule.
Select the “Recurring Schedules” link from the bottom of the page to modify the interval schedules of the inspection schedule.
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.
Select the “Associated WO” link from the bottom of the page to specify the details of work orders that you wish to create for the inspection schedule.

Editing inspection schedule – An overview

This page allows you to edit the details of an existing inspection schedule. You can modify the inspection schedule that is selected from the previous page. You can also directly enter a schedule in this page and edit its details. You can modify the following details of the inspection schedule:

The description of the schedule and its status
The equipment or location on which the inspection must be carried out
The lead-time that is required for the generation of the inspection orders
The agency that must perform the inspection
Type, priority and category of the inspection
Whether clearance from specific authorities are required for carrying out the inspection. If clearance is required, then the type of the clearance permit that must be raised.

The following details of the parameters can be modified:

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

You can also modify in this activity, the inspection schedules that have been raised from an inspection template. You can specify whether the inspection schedule can be modified based on any changes that have been made on the inspection template.

Prerequisites

“Create Equipment” under “Equipment Induction” business component
“Create Location” under “Maintenance Organization” business component
“Create Work Group” under “Work Group” business component

What you can do in this page

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

Specify if the inspection schedule can be updated from the inspection template

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.

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 clearance permit for carrying out the inspection order. This is done when an inspection order, based on the inspection schedule, is generated.

Specify if the inspection schedule can be updated from the inspection template

If the inspection schedule has been created from an inspection template, you can specify in this page if the inspection schedule can be updated to reflect the changes made in the inspection template.

Set the “Can Template update this schedule?” field as “Yes” if the inspection schedule must be updated based on the template.
Set the “Can Template update this schedule?” field as “No” if the inspection schedule must not be updated based on the template.