Overview

Overview of the Inspection Management Module

An accurate understanding of the current conditions of equipment and location conditions is critical to analyzing their reliability. The Inspection Management module allows you to document, manage, and analyze data associated with the inspections of equipment and locations in your facilities.
Tip: Some features of the Inspection Management module are available for use offline through Inspection Field Data Collection.

More Details

Inspection Management functionality is fully integrated with other APM features to give you access to other analytical tools, such as Thickness Monitoring and Risk Based Inspection.

Access the Inspection Management Overview Page for a Functional Location

Procedure

In the Applications menu, navigate to the INTEGRITY section, and then select Inspection Management.
Note: You can also access the Inspection Management Overview page for a hierarchy level. To do so:
  1. In the upper-left corner of the top navigation bar, select .

    The Asset Hierarchy page appears.

  2. In the left pane, navigate to the functional location for which you want to access the Inspection Management Overview page, and then select Integrity in the workspace.

    The Integrity section appears.

  3. In the Inspection Management row, select the link.

Results

The Inspection Management Overview page appears, displaying the following information:
  • The Inspection Assets section: Contains a list of assets with at least one Inspection or Inspection Task for the selected asset or underlying ones.
  • The Open Inspections section: Contains a list of Inspections that are in the Draft, Pending Approval, or Rework state and for the underlying assets.
  • The My Open Inspections section: Contains a list of Inspections assigned to you that are in the Draft, Pending Approval, or Rework state and for the underlying assets.
  • The Inspection Tasks section: Contains a list of Inspection Tasks that are associated with underlying assets.
  • The Underlying Recommendations section: Contains the following subsections:
    • Underlying Open Recommendations: Contains a list of Inspection Recommendations for underlying assets that are in the Proposed, Pending Review, or Pending Approval state.
    • Recommendations Due for Implementation: Contains a list of Inspection Recommendations for underlying assets that are in the Approved or In Progress state.
  • The Work Packs section: Contains a list of Work Packs.
  • The Task Types Coming Due Within the Year graph: Contains a graph that shows the total number of Inspection Tasks of each type that are due in the current year.
  • The All Inspections Pending Approval for Reviewers section: Contains a list of Inspections that are pending your approval.
  • The Open Inspection Recommendations by Asset graph: Contains a graph that shows the number of open Inspection Recommendations for each asset in the selected Functional Location.
    Tip: To return to the Inspection Management Overview page after selecting a tab, select the tab again.
    Note: To view the list of Inspections, Inspection Tasks, and Recommendations that are directly linked to the selected Functional Location, select in the Inspection Management Overview page.


Access the Inspection Management Overview Page for an Asset

About This Task

This topic describes how to access the Inspection Management Overview page for an asset that does not contain underlying assets in the asset hierarchy.

Procedure

  1. Access the Inspection Management Overview page for the Functional Location that contains the asset.
  2. Select Inspection Assets.
    The Inspection Assets section appears, displaying a list of assets (associated with the selected Functional Location or underlying assets) that are linked to an Inspection, Inspection Task or an Inspection Health Evaluation.

  3. In the row containing the Equipment for which you want to access the Inspection Management Overview page, select the link.
    The Inspection Management Overview page for the selected asset appears, displaying the following information:
    • The Inspections section: Contains a list of Inspections linked to the asset.
    • The Inspection Tasks section: Contains a list of Inspection Tasks linked to the asset.
    • The Recommendations section: Contains a list of Inspection Recommendations that are linked to the asset.
    • The Work Packs section: Contains a list of Work Packs.
    • The Health Evaluations section: Contains a list of Health Evaluations related to the asset.
      Note: This section appears if at least one inspection event family has the Health Evaluations option selected in the Event Configuration section of the Inspection Admin Preferences.