Inspection Planning Workflow

This workflow details the process for managing Inspection Profile Items, Inspection Methods, Inspection Tasks, and Work Packs for Execution.

Persona: Technician

Depending on the inspection activities to be managed, select the appropriate assets for further definition.

Persona: Technician

Define an Inspection Profile to identify what can be inspected and documented during the inspection.

Persona: Technician

Define Inspection Profile Items to identify which individual parts or subcomponents of the asset may be inspected. The Inspection Profile represents the asset inspection configuration, not necessarily what is planned to be inspected for any given task.

Persona: Technician

Determine if specific Inspection Methods must be defined to increase the confidence of detection of damage mechanisms.

Persona: Technician

For each Inspection Profile Item, define specific Inspection Methods (e.g., CUI Inspection, Penetrant Fluorescent Test, Wet Magnesium Particle, and Radiographic X-ray).

Persona: Analyst

Develop Asset Strategies from various strategy development methods, such as Risk Based Inspection. The actions defined in the strategy are implemented as Inspection Tasks for execution in Inspection Management.

Go to the Asset Strategy Management workflow.

Persona: Analyst

If the overall schedule is being managed by Enterprise Asset Management (EAM), Inspection Tasks may also be created from an EAM work management system.

Go to the EAM - Work Order Generation workflow.

Persona: Technician

If Inspection Tasks were created from the EAM - Work Management: Work Order Generation workflow, or based on actions from the Asset Strategy Management workflow, then proceed directly to the View Inspection Tasks for Asset step.

Otherwise, proceed to the Create Inspection Task for Asset step.

Persona: Technician

Create Inspection Tasks manually outside of an Asset Strategy for inspection activities that are not managed as part of an overall strategy.

Persona: Technician

Irrespective of the initiating means, manage Inspection Tasks to track compliance and inspection activity execution.

Persona: Technician

Determine if Inspection Tasks should be further defined with specific scope requirements.

Persona: Technician

Determine and select which of the possible Inspection Methods defined for the Inspection Profile Items of the asset will be carried out for the identified task.

Persona: Technician

Determine if a group of Tasks will be managed by a Work Pack for work distribution.

If not, then the Inspection Tasks can be performed directly in Inspection Management.

Persona: Analyst

Determine if the Inspection Tasks require a custom Checklist Template with custom or baseline checklist categories and items.

If not, then the Inspection Tasks can be created using an existing Checklist Template or baseline Inspection families.

Persona: Analyst

Create a Checklist Configuration Template that includes a custom or baseline assortment of categories and items.

Persona: Analyst

Determine if the Checklist Template and/or Baseline Inspection families should be associated only with assets with a specific equipment taxonomy.

If not, the Checklist Template and/or Baseline Inspection families can be used to create Inspection Events for all assets.

Persona: Analyst

Create a Taxonomy Configuration that corresponds to equipment taxonomy for the selected asset taxonomy. Link Inspection Families or Checklist Templates to associate them with the assets with that Taxonomy Configuration.

Persona: Technician

If you will manage Inspection Tasks by a Work Pack, then create an Inspection Work Pack.

Persona: Technician

Assign the Inspection Tasks to the Work Pack for work distribution.

Persona: Technician

Review the Work Pack for completeness and accuracy to verify that it is ready to be performed.

Persona: Technician

Determine if the Work Pack is ready to be performed.

Persona: Technician

If the individual Inspection Task or Work Pack is ready to be performed, then proceed to the Inspection Management: Inspection Assessment workflow.

Go to the Inspection Management: Inspection Assessment workflow.