Implement Recommended Actions to Inspection Tasks

Implement an RBI Recommendation to an Inspection Task

You can create new Inspection Tasks or link existing Inspection Tasks to an RBI Recommendation that is in the Approved state in an Inspection Plan.

Before You Begin

  • Ensure that the Implement Recommended Actions to Tasks in ASM setting is set to False in the Global Preferences section of the RBI Admin Preferences page.
  • You must have an Inspection Plan that is in the Approved state.

Procedure

  1. Access the Inspection Plan that contains the RBI Recommendations that you want to implement.
  2. Next to the RBI Recommendation that you want to implement, select the check box.
  3. Select Implement.
    The Implement as Inspection Task window appears.


  4. Select one of the following:
    ActionDescription
    Create NewCreates a new task that is linked to the RBI Recommendation. The new task is assigned a Task ID, and the Task ID appears in the Task ID column for the respective RBI Recommendation.
    Link ExistingAllows you to select an existing Inspection Task to link to the RBI Recommendation. The task uses the existing Task ID.
    Note: You cannot link non-reoccurring tasks to reoccurring recommendations.
  5. Select Implement.
    The Inspection Task is linked to the RBI Recommendation and appears in the Existing Tasks section of the Inspection Plan page.

    The Inspection Task fields are populated with the following values from the RBI Recommendation:

    FieldValueSource
    Desired IntervalThe least value among the following:
    • The value in the Interval field
    • The value in the RBI Half-Life field in the associated Degradation Mechanism Evaluation
    • The value in the TM Half-Life field in the associated Asset Corrosion Analysis
    • Time-Based Inspection Settings
    Note: If you are linking to an existing Inspection Task, this field is populated only if the value in the Override Interval field is False and the value in the Reoccurring field is True.
    RBI Recommendation
    Desired Interval BasisThe value of the Interval Basis that corresponds to the Interval field
    Note: If you are linking to an existing Inspection Task, this field is populated only if the value in the Override Interval field is False and the value in the Reoccurring field is True.
    RBI Recommendation
    Next DateThe value in the Target Completion Date field
    Note: This field is populated only when the RBI Recommendation field, NonRecurring? is true.
    RBI Recommendation
    Next Date BasisRBI Recommendation or RBI 581 Recommendation
    Note: This field is populated only when the RBI Recommendation field, NonRecurring? is true.
    None
    Override IntervalFalse
    Note: If you are linking to an existing Inspection Task, this field is not populated.
    None
    ReasonRBI Recommendation or RBI 581 RecommendationNone
    ReoccurringThe negated value of the NonRecurring? fieldRBI Recommendation
    Task DetailsThe value in the Recommended Inspection Scope field concatenated with the value in the Recommendation Basis fieldRBI Recommendation
    Task IDThe value in the Degradation Mechanism field concatenated with the value in the Task Type field
    Note: If you are linking to an existing Inspection Task, this field is not populated.
    RBI Recommendation
    Task TypeThe value in the Task Type fieldRBI Recommendation

Unlink an Inspection Task from an RBI Recommendation

You can unlink Inspection Tasks from Compliance Recommendations to remove them from the Linked Actions.

Procedure

  1. Access the Inspection Plan that contains the RBI Recommendations from which you want to unlink tasks.
  2. Next to the RBI Recommendation that contains the Inspection Task that you want to unlink, select the check box.
  3. Select .
    A message appears, asking if you want to unlink the selected recommendation from the task.
  4. Select Yes.
    The Inspection Task is unlinked from the RBI Recommendation.
    Note: The Inspection Task will remain linked to the parent asset. The Desired Interval and Desired Interval Basis fields in the Inspection Task will remain populated based on the previously linked recommendation.