Inspection Groups

This topic describes how to create Inspection Groups for a Process Unit.

1. Access the Risk Based Inspection Overview page.
2. In the workspace, select the Process Units tab.
   The Process Units section appears, displaying a list process units.
3. Select the row corresponding to the process unit for which you want to create Inspection Groups.
   The Open Inspection Group button is enabled.
4. Select Open Inspection Group.
   The Inspection Group Assets section appears.
5. In the left pane, select .
   The Create New Inspection Group window appears.
6. Based on the categories that you want to include in the Inspection Groups, select values in the Corrosion Type, Grouping Equipment Type, and Risk Category drop-down list boxes.
   Note: You must select at least one value in each drop-down list box.

   Tip: In a drop-down list box, to select or clear all values, hover over the box, and then select or clear the check box.
7. Select Create.
   The job status appears in the page heading, displaying the progress of the job.

1. Access the Risk Based Inspection Overview page.
2. In the workspace, select the Process Units tab.
   The Process Units section appears, displaying a list process units.
3. Select the row containing the process unit for which you want to access Inspection Groups, and then select Open Inspection Group.
   The page containing all the Inspection Groups for the selected process unit appears.

   Tip: You can perform the following actions in the Inspection Group Assets section:

   • Set column preferences: Select to access the Table Settings window, where you can set column preferences for the table.
   • Apply filter criteria: Select to access the Filter Columns window, where you can apply filter criteria for the table.

   To filter Inspection Groups in the left pane, perform the following actions:

   • Select , and then select or clear the Archived Groups check box to show or hide Inspection Groups that are in the archived state.
   • Select , and then select or clear the Active Groups check box to show or hide activated Inspection Groups.
   • Select Apply to apply the filters. To clear all the applied filters, select Clear.

   You can access the datasheet for the Inspection Group record in the Inspection Group Details section.

You can modify an Inspection Group that is in the Proposed state.

1. Access the Inspection Groups for the process unit.
2. In the left pane, select the Inspection Group that you want to modify.
   Note: Only the Inspection Groups that are in the Proposed state can be modified.
3. To exclude an Asset from an Inspection Group, perform the following steps:
   1. For the row corresponding to each grouping element that you want to exclude from the Inspection Group, select the check box under the EXCLUDED FROM GROUP column.
      A message appears suggesting that the selections for inspections need updating.
   2. Select .
      The Inspection Group is refreshed, and new grouping element records are categorized as Representative Assets to satisfy the minimum Asset selection percentage criterion.
   3. Select .
   The selected Assets are excluded from the Inspection Group.

   Note: If you select after selecting the check box under the EXCLUDED FROM GROUP column without refreshing the group, the minimum Asset selection percentage criterion is not satisfied. This can lead to data inconsistency.
4. To select an additional Asset for inspection in an Inspection Group, perform the following steps:
   1. For the row corresponding to the Asset that requires inspection, select the check box under the SELECTED FOR INSPECTION column.
      Note: You cannot clear this check box for Assets that are selected for inspection by the system.
   2. If you want to refresh the Inspection Group to optimize the number of Assets that are selected for inspection, select . If you want to save the changes without optimizing the number of Assets, proceed to the next step.
      Note: When the Inspection Group is refreshed, certain Representative Assets are categorized as Represented Assets, while the minimum Asset selection percentage criterion is still satisfied.
   3. Select .
   For the Grouping Element records, the value in the Selected for Inspection field is to set to True, and the value User Defined appears in the SELECTION BASIS column.

   Note: The value in the SELECTION BASIS column and the current selection percentage is updated only after you select .

Results

The selected Inspection Group is modified.

Tip: To reset the changes and revert all the check boxes under the SELECTED FOR INSPECTION and EXCLUDED FROM GROUP columns to their original states, select .

Note: You cannot modify an Inspection Group whose Corrosion Type is CUI and Risk Category is Low.

1. Access the Inspection Groups for the process unit.
2. In the left pane, select the Inspection Group that you want to activate.
3. To change the state of the group from Proposed to Implemented, in the Proposed box, select Implement, and then select Done.
   The Activate Inspection Group window appears asking you to confirm if you want to perform the Implement operation.
4. To change the state of the group from Proposed to Not Implemented, in the Proposed box, select Do not Implement, and then select Done.
   The Activate Inspection Group window appears asking you to confirm if you want to perform the Do not Implement operation.
5. Select Yes.

You can access the Inspection Plan for an Asset to view the RBI Recommendation records associated with the Asset.

1. Access the Inspection Groups for the process unit.
2. In the left pane, select the Inspection Group containing the grouping element for which you want to access the Inspection Plan.
   A table of RBI Components in the Inspection Group appears in the Inspection Group Assets section.
3. Select the row corresponding to the grouping element for the related Asset for which you want to access the Inspection Plan, select Open, and then select Inspection Plan.
   The Inspection Plan page containing the RBI Recommendation records for the selected grouping element appears.

Any user with the MI Inspection Plan Approver Security Role can move an Inspection Plan to the Approved state. RBI Recommendations within an approved Inspection Plan can be implemented as Inspection Tasks.

1. Access the Inspection Plan that you want to approve.
2. In the Proposed box, select Approve, and then select Done.
   The job status appears in the page heading, displaying the progress of the job. When the Inspection Plan is approved, 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 create a new Inspection Task or link existing Inspection Tasks to an RBI Recommendation that is in the Approved state in an Inspection Plan.

1. Access the Inspection Plan that contains the RBI Recommendations that you want to implement as tasks.
2. Next to each RBI Recommendation that you want to implement, select the check box.
3. Select Implement.
   Note: RBI Recommendations for represented Assets cannot be implemented as tasks. In addition, the Do Not Perform Inspection Grouping Recommendations cannot be implemented as tasks.
   The Implement as Inspection Task window appears.
4. Select one of the following:

   Action	Description
   Create New	Creates 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 Existing	Allows 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:

   Field	Value
   Desired Interval	The 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.
   Desired Interval Basis	The 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.
   Last Date	The value in the Creation Date field
   Next Date	The value in the Target Completion Date field Note: This field is populated only when the RBI Recommendation field, NonRecurring? is true.
   Task ID	The 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.
   Task Type	The value in the Task Type field

You can generate an inspection report for an inspection task. To generate an inspection report, the Inspection Management license must be active.

1. Access the Inspection Plan containing the inspection task for which you want to generate a report.
2. In the Existing Tasks section of the Inspection Plan page, select the link corresponding to the inspection task for which you want to generate a report.
   The page containing the Inspection Task datasheet for the selected inspection task appears.
3. Select Generate Report.
   The Create Inspection window appears.

   Note: If inspection events already exist for the inspection task, a message appears asking you to confirm if you want to create a new event.
4. Select the inspection report that you want to generate from the Inspection Event drop-down list box, and then select Create.
   The Inspection Overview workspace for the inspection appears, displaying the Inspection Data section.

   Note: The page heading of the report indicates the inspection type (that is, representative or represented inspection) and contains a link to return to the associated Inspection Group. The link to return to the associated Inspection Group is not available in the following scenarios:

   • The associated Inspection Group is archived.
   • The inspection task is not linked to an RBI Recommendation.

   The inspection type is not indicated and is displayed as N/A in the following scenarios:

   • The grouping element selected for inspection does not represent any Asset.
   • The grouping element has the Selection Basis set to User Selected.
   • The grouping element has the Selection Basis set to Temperature or Pressure Criteria in an Internal Corrosion (ICPC) Inspection Group.

After performing inspection on a Representative Asset, you can specify the corresponding inspection task as complete and choose to generate inspections for the associated Represented Assets. To generate represented inspections for Representative Assets, the Inspection Management license must be active.

1. Access the Inspection Groups for the process unit.
2. In the left pane, select the Inspection Group containing the Asset for which you want to access the inspection.
   A table of RBI Components in the Inspection Group appears in the Inspection Group Assets section.
3. Select the row corresponding to the Representative Asset for which you want to access the inspection, select Open, and then select Asset Inspection Overview.
   The Inspection Management Overview page for the selected Asset appears.
4. Select the Inspections tab.
   A list of inspections for the selected Representative Asset appears.

   Note: The check box under the IS REPRESENTATIVE INSPECTION column is selected for inspections created against the tasks generated from Inspection Group recommendations. This column appears only when Inspection Grouping is enabled from the Global Preferences workspace.
5. In the row containing the inspection whose data you want to access, select the link.
   The Inspection Overview workspace for the selected inspection appears, displaying the Inspection Data section.
6. Select the Inspection Task Complete check box.
7. Select Save.
   The inspection report is saved, and the Generate Represented Inspections window appears, asking you to confirm if you want to generate represented inspections for the selected inspection.
8. Perform one of the following actions:
   1. To generate represented inspections for the selected representative inspection, select Yes.
      The represented inspections for the Assets represented by the selected representative inspection are generated.
   2. To return to the saved inspection report without generating represented inspections, select No.

1. Access the Inspection Groups for the process unit.
2. In the left pane, select the Inspection Group containing the grouping element for the related Represented Asset for which you want to access the represented inspections.
   A table of RBI Components in the Inspection Group appears in the Inspection Group Assets section.
3. Select the row corresponding to the Represented Asset for which you want to access the represented inspections, select Open, and then select Asset Inspection Overview.
   The Inspection Management Overview page for the selected Asset appears.
4. Select the Inspections tab.
   A list of inspections for the selected Represented Asset appears.

   Note: For represented inspections, the check box under the IS A REPRESENTED INSPECTION column is selected. This column appears only when Inspection Grouping is enabled from the Global Preferences workspace.
5. In the row containing the represented inspection whose data you want to access, select the link.
   The Inspection Overview workspace for the selected inspection appears, displaying the Inspection Data section.

   Note: The page heading indicates the inspection type (that is, representative or represented inspection) and contains a link to return to the associated Inspection Group. The link to return to the associated Inspection Group is not available in the following scenarios:

   • The associated Inspection Group is archived.
   • The Inspection task is not linked to an RBI Recommendation.