Editing inspection schedule template

Edit Inspection Schedule Template

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

Select the “Edit Inspection Schedule Template” link in the “Select Inspection Schedule Template” page. Alternatively, click the hyperlinked inspection schedule template in the multiline of the same page.

The “Edit Inspection Schedule Template” page appears.

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

IS Template	The inspection schedule template to be edited (Alphanumeric, 18).
	Press <Enter>. The system retrieves the details of the inspection schedule template.

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

Status	Use the drop-down list box to modify the status of the inspection schedule template. The system provides the options: “Active” and “Inactive”. Set the field as “Inactive” if you do not wish to refer to the inspection schedule template from other related activities.
Desc.	The description of the inspection schedule template (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 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 are in the “Active” status. Leave the field blank, if you do not wish to specify any priority.
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 positive.
	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 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.
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.

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
	Press <Enter>

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
	Press <Enter>.

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.
	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/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 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 template.

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

To proceed, carry out the following

Select the “Update Associated Schedules” link from the bottom of the page to update the schedules based on the changes made in the template.
Select the “Fixed Schedules” link from the bottom of the page to modify the fixed schedules of the inspection schedule template.
Select the “Interval Schedules” link from the bottom of the page to modify the interval schedules of 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.

Editing inspection schedule template – An overview

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

The description of the template and its status
Type, priority and category of the inspection schedule template
The lead-time that is required for the generation of the inspection orders
The agency that must perform 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 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

Prerequisite

“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

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