Inspection Plans

You can access an Inspection Plan for an asset that is linked to a Compliance Strategy Template.

1. Access Compliance Management, and then select the Assets with Inspection Plans tab.
2. Select an asset that has an Inspection Plan that you want to access.
   The Inspection Plan page for the selected asset appears.

   Note: If the parent asset has any related RBI Components and the Alternative Inspection Plan preference in the RBI Admin Settings is set to true, then, the Compliance Recommendations will not be displayed and the Compliance workflow will not be completed.

You can create an Inspection Plan for assets that are linked to Compliance Strategy Templates.

1. Access Compliance Management, and then select the Assets without Inspection Plans tab.
   The Assets without Inspection Plans section appears, displaying a list of available assets based on the current filter.
2. In the Assets section, select the check boxes against the rows containing the asset to create an Inspection Plan.
   The selected assets are highlighted.
3. Select Create Inspection Plans.
   The job status appears in the page heading, displaying the progress of the Inspection Plan creation.

   Note: When the process is complete, you can select to access the Schedule Logs page.

1. Access the Assets page.
   The Asset Hierarchy appears in the Assets page.
2. In the left pane, in the Hierarchy section, enter the Asset ID in the Search box, and then press Enter.
3. Select an asset that does not contain an Inspection Plan.
4. Select the Integrity tab.
5. Select the link next to Compliance Management.
   The Inspection Plan page appears.
6. Select Create Inspection Plans.
   The job status appears in the page heading, displaying the progress of the Inspection Plan creation.

   Note: When the process is complete, you can select to access the Schedule Logs page.

Any user with the MI Inspection Plan Approver or MI Compliance Analyst Security Role can update Compliance Recommendations for Inspection Plans for assets that previously contained Inspection Plans.

1. Access Compliance Management, and then select the Assets with Inspection Plans tab.
   Note: If you want to update only one Inspection Plan, you can access that Inspection Plan, and then select .
2. Select the check box next to each asset for the Inspection Plan for which you want to update the Compliance Recommendation.
3. Select Update Compliance Recommendations.
   The Confirm Update window appears, asking you if you want to update the selected Inspection Plans.
4. Select Yes.
   Tip: If any Inspection Plans for the selected assets are in the Approved state, the Reason for Revision window appears. In the text box, enter a reason for updating the Compliance Recommendations for the Inspection Plans, and then select Done.
   The job status appears in the Compliance Management Overview page, displaying the progress of the update.

   Note: When the process is complete, you can select to access the Schedule Logs page.

Any user with the MI Inspection Plan Approver Security Role can move an Inspection Plan to the Approved state. After the Inspection Plan is approved, recommendations can be implemented as tasks.

1. Access the Inspection Plan that you want to approve.
2. In the Proposed box, select Approve, and then select Done.
   A message appears, stating that the Inspection Plan has been approved.

   Note:

   • After you approve an Inspection Plan, you cannot delete, supersede, or designate recommendations as Not Required. You must first move them to the Modified state.
   • While the Inspection Plan is being modified, you cannot delete, supersede, or designate recommendations as Not Required.

You can delete Inspection Plans that are obsolete or unnecessary.

1. Access the Inspection Plan that you want to delete.
2. In the Inspection Plan page, select .
   The Confirm Delete window appears, asking you to confirm that you want to delete the Inspection Plan.
3. Select Yes.
   The Inspection Plan is deleted.

   Note: An Inspection Plan cannot be deleted if it has recommendations. If the field Use Alternative Inspection Plan preference is set to true, the recommendations must be removed through record manager.