Recommendation Implementation

This workflow describes the process of the below mentioned tasks.

• Reviewing the recommendations linked to an Asset
• Deciding whether to implement the recommended action in Inspection Plan or Asset Strategy Manager
• Reviewing the inspection tasks linked to an Asset
• Modifying or creating tasks.

Persona: Analyst

After you approve the Inspection Plan, you can implement the Compliance Recommendation to Task in Asset Strategy or in Inspection Plan. This decision needs to be made by the owner operator, depending on the corporate philosophy of implementing Strategy recommendations.

Persona: Analyst

After you approve an Inspection Plan, an Asset Strategy is created or updated for the asset. The Compliance recommendations linked to the asset are converted into actions. Review the Actions created in Asset Strategy Management.

Persona: Analyst

Once you review the actions and it is ready for implementation, you must approve the Asset Strategy to change its status to Active.

Persona: Analyst

Review the approved Compliance Recommendations in the inspection plan, if you decide to implement through Inspection Plan and not through Asset Strategy Manager.

Persona: Analyst

If you decide to implement Compliance sourced actions in Asset Strategy Manager, review the approved actions to evaluate implementation options.

Persona: Analyst

If an existing Inspection Task provides the same instructions as a Compliance Recommendation, link the Recommendation to an existing Task. You can modify the Task if needed. You can link only one Inspection Task to a Recommendation. You can similarly link Compliance sourced action to an existing task if you choose to implement from Asset Strategy Manager.

Persona: Analyst

If an appropriate task does not exist, create a new task to implement the Compliance Recommendation. The newly created Task will be populated with the appropriate information from the Compliance Recommendation. Similarly you can create a new Inspection Task from Asset Strategy Manager to implement the Compliance sourced action and the newly created Task will be populated with appropriate information from the Compliance sourced action.

Persona: Analyst

The asset strategy may be implemented as Tasks that have been defined directly from Actions in the asset strategy or recommendations in the Inspection Plan for an asset. These Tasks are typically managed in the Inspection Management or Thickness Monitoring module.