Inspection Tasks and Recommendations

About Inspection Tasks and Recommendations

Based on the results of an inspection, you might need to suggest that further action be taken. For example, if you inspect an area of a warehouse and notice that the roof is leaking, you may want to suggest that the ceiling tiles be replaced.

You can create a new Inspection Task record that indicates that the ceiling tiles need to be replaced, or you could create an Inspection Recommendation record to record the recommendation to replace the ceiling tiles. Your business processes will dictate whether you should create an Inspection Task record or a Recommendation record. For example, inspectors may need to report all recommendations to a supervisor for approval. The supervisor might then be responsible for approving the recommendation, creating an associated Inspection Task record, and assigning that Inspection Task record to the appropriate inspector.

Additionally, if the Thickness Monitoring license is active and TM Analyses exist for the Equipment records that you analyze in Inspection Management, you can specify that Inspection Task records be updated based upon Thickness Measurement records that you create in Thickness Monitoring. Specifically, the value in the Last Date field in the Inspection Task record will be populated with the value in the Measurement Taken Date field in the Thickness Measurement records that you create via the TM Measurement Data Entry page.

View Linked Inspection Tasks Details

Procedure

  1. Access the Inspection Details section.
  2. Select Scope tab.
    The linked Inspection Tasks and Scope details are displayed. In the Inspection Tasks section, the linked Inspection Tasks details are displayed.

    The Inspection Tasks are displayed based on the query created in the following folder:

    Public\Meridium\Modules\Inspection\Task Queries\Inspection Task Details

    Note: You can add columns in the query from the Inspection Task family to view more columns in the grid. You should not modify the ENTY_ID or Task ID columns.

    In the Scope Details section, a text box is displayed containing the combined task details of all the tasks selected in the Tasks Addressed field of the Inspection. The APM updates this read-only value.

    Note: When you update the Task Addressed field, the Inspection Task Details is updated automatically.

Access Inspection Recommendations

About This Task

Steps: Access an Inspection Recommendation from the Inspection

Procedure

  • Access an Inspection Recommendation from the Inspection
    1. Access the Inspection Details section.
    2. In the upper-right corner of the page, select .
      The Recommended Actions pane appears, displaying a list of Inspection Recommendations for the selected asset. You can now use the Recommended Actions functionality.
  • Access an Inspection Recommendation from the Asset
    1. Access the Inspection Management Overview page for the equipment containing the Inspection Recommendation that you want to access.
    2. Select the Underlying Recommendations tab.
      The Underlying Recommendations section appears, displaying a list of open recommendations for the selected asset. You can now use the Recommended Actions functionality.

Create Inspection Recommendations

Procedure

  • Create Inspection Recommendation for Events
    1. Access the Inspection Details section.
    2. In the upper-right corner of the page, select .
      A new Inspection Recommendation datasheet window appears.
    3. Enter values in the available fields as required, and then select .
      A message appears, confirming that you have created an Inspection Recommendation. You can now use Recommended Actions functionality.
  • Create Inspection Recommendation for General Finding
    1. Access the Inspection Details section.
    2. Expand the General Finding section and select a General Finding record, and then select .
      A new Inspection Recommendation datasheet window appears.
      Note:
      • If you create a recommendation for a General Finding record, the Recommendation Headline field on the offline Inspection Record will be a concatenated value populated by the Inspection Profile and the Inspection Methods field of that General Findings record.
      • The Finding Basis and Finding Summary fields are disabled on the datasheet and populated only when the recommendation is created against a General Finding.
      • The Finding Basis field displays the selected Inspection profile items field caption in the General Finding record.
      • The Finding Summary on inspection recommendation displays finding summary from General Finding.
      • The Inspection recommendation creation is not allowed if you select multiple General Finding from the grid.
    3. Enter values in the available fields as required, and then select .
      A message appears, confirming that you have created an Inspection Recommendation. You can now use the Recommended Actions functionality.
  • Create Inspection Recommendation for Checklist Finding
    1. Access the Inspection Details section.
    2. Expand the Checklist Finding section and select a Checklist Finding record, and then select .
      A new Inspection Recommendation datasheet window appears.
      Note:
      • If you create a recommendation for a Checklist Finding record, the Recommendation Headline field on the offline Inspection Record will be a concatenated value populated by the category and the name field of that checklist Findings record.
      • The Finding Basis and Finding Summary fields are disabled on the datasheet and populated only when the recommendation is created against a Checklist finding.
      • The Finding Basis field displays caption of checklist category.
      • The Finding Summary on inspection recommendation displays finding summary from Checklist Finding.
      • The Inspection recommendation creation is not allowed if you select multiple Checklist Finding from the grid.
    3. Enter values in the available fields as required, and then select .

      A message appears, confirming that you have created an Inspection Recommendation. You can now use Recommended Actions functionality.

Modify the Date Filter for Inspection Recommendations

About This Task

In the Underlying Recommendations tab, the Underlying Open Recommendations and Recommendations Due for Implementation sections can be filtered using the Target Completion Date Filter, which is based on the value in the Target Completion Date field. If you do not modify these filters when accessing tasks or recommendations, the sections may appear to be empty. You can modify the date filters to display the tasks and recommendations that you want to access. By default, the selected date filter is defined by the administrator.

Procedure

  1. Access the Underlying Recommendations section.
  2. In the Underlying Open Recommendations or Recommendations Due for Implementation section, select .
    The Target Completion Date Filter box appears, displaying a list of date filters.
    Note: The date filters that appear in the Target Completion Date Filter box are defined by the administrator. If some date filters do not appear, an administrator can modify the filters in the Date Filters section of the Overview Configuration page in Application Settings.
  3. Select the date filter that you want to use.
  4. Select Apply.
    Inspection recommendations with a Target Completion Date that matches the selected date filter parameters appear.
    Note: If you navigate away from the Underlying Open Recommendations and Recommendations Due for Implementation sections or refresh the page, the date filter you selected will no longer be applied. Instead, when you return to the Underlying Open Recommendations or Recommendations Due for Implementation section, the default filter defined by the administrator is applied.

Access the Inspection Tasks Section

Procedure

  1. Access the Inspection Management Overview page for the asset associated with the Inspection whose Inspection Task you want to access.
  2. Select the Inspection Tasks tab.
    The Inspection Tasks section appears.

Create an Inspection Task

Procedure

  1. Access the Inspection Management Overview page for the asset associated with the Inspection whose Inspection Task you want to create.
  2. In the upper-right corner of the page, select , and then select Create Inspection Task.
    On a new page, an Inspection Task datasheet appears.
  3. As needed, enter values in the available fields, and then select .
    The Inspection Task is created.

What To Do Next

Create a Work Pack

About Deferring an Inspection Task

There may be instances when a task cannot be completed by the specified Next Date due to various reasons. In this scenario, APM provides a workflow to request a deferral of the task. The deferral follows a review and approval process allowing an inspector to request the deferral by providing a reason and selecting the desired deferral date. The inspection supervisor can review the request and decide to approve or reject it.

Upon approval of a deferral request, the following fields are updated on the Inspection Task:

  • Original Next Date: Updated with the value of the Next Date field on the task. This value is only updated upon the approval of the first deferral within this cycle and is retained until the task is executed.
  • Next Date: Updated with the value of the Deferred Date field on the approved Deferral.
  • Deferred Next Date Basis: Updated with the ID of the approved Deferral.
  • Is Deferred: Updated to true to indicate that a Deferral has been approved for this task.
  • Reason: Appended with the value from the Comments field along with the Deferral ID and current date of the approved Deferral.

Multiple Deferral records can be created and approved for a given Inspection Task if required. However, the number of times a task can be deferred is restricted and controlled by the Deferral Configuration for the Inspection Task family.

When there is at least one approved Deferral against a task and the task is either addressed by a completed inspection or the Next Date field is updated with a greater value, the following occurs:

  • The Original Next Date, Deferred Next Date Basis, and Is Deferred fields are cleared.
  • Any approved Deferrals are moved to the Archived state.
Note: When the approved Deferrals are moved to the Archived state, a new cycle is started for the deferral requests, and the Deferral Number field on any new Deferral will start back at 1.

Create a Deferral for an Inspection Task

Before You Begin

Ensure that Enable Deferral option is selected for the Inspection Task family in the Deferral Configuration workspace.

Procedure

  1. Access the Inspection Task whose Deferral records you want to access.
  2. In the Inspection Task header select Defer.
    The Add Deferral dialog appears with a new Deferral datasheet.
  3. As needed, enter values in the available fields, and then select .
    The Deferral is saved, and the state management control is now displayed. If required, use the state transition control to request for approval.
    Note: If the Deferral has been approved, the Inspection Task header displays the icon.

Access the Deferrals of an Inspection Task

Before You Begin

Ensure that Enable Deferral option is selected for the Inspection Task family in the Deferral Configuration workspace.

Procedure

  1. Access the Inspection Task whose Deferral records you want to access.
  2. Select Related Records.
    The related records of the Inspection Task appear, grouped based on the family. The Deferral History section is displayed first in the list.

Delete a Deferral of an Inspection Task

Before You Begin

Ensure that Enable Deferral option is selected for the Inspection Task family in the Deferral Configuration workspace.

Procedure

  1. Access the Inspection Task whose Deferral records you want to access.
  2. Select Related Records.
    The related records of the Inspection Task appear, grouped based on the family. The Deferral History section is displayed first in the list.
  3. In the Deferral History section, select the Deferral record(s) you want to delete.
  4. Select .
    A confirmation dialog appears.
  5. Select Yes.
    The selected Deferral record(s) are deleted.
    Note: You can not delete Deferral records that are in either of the following states: Approved, Rejected, Archived

Manage Deferrals

Procedure

  1. Access the Inspection Management Overview page.
  2. Select and select Manage Deferrals.
    The Manage Deferrals page appears, displaying a list of deferrals for the underlying inspection tasks or recommendations.
  3. Select the check boxes next to the Deferral ID that you want to manage.
    You can change the state of a deferral or delete a deferral.
  4. Select an action:
    • Manage State:
      1. In the upper-right corner, select .
        The state control menu appears.
        Note: The state control is enabled only when you select the deferrals that are currently in the same state.
      2. Select a state that you want to change from the drop-down list, and then select Done.

        The state of the selected deferral is updated.

        Note: If an error occurrs while changing the state of the deferrals, a message appears displaying the errors.
    • Delete Deferral (s):
      1. In the upper-right corner, select .

        A confirmation dialog appears.

      2. Select Yes.

        The deferral is deleted.

        Note: You can not delete Deferral records that are in the following states: Approved, Rejected, or Archived.

Delete an Inspection Task

Procedure

  1. Access the Underlying Inspection Tasks section.
    Tip: If the Inspection Task that you want to use does not appear, check the date filter configuration.
  2. Select the row containing the Inspection Task that you want to delete.
  3. In the upper-right corner of the section, select .

    A message appears, asking you to confirm that you want to delete the Inspection Task.

  4. Select Yes.

    The selected Inspection Task is deleted.

Modify the Date Filter for Inspection Tasks

About This Task

The Underlying Inspection Tasks section can be filtered using the Next Date Filter. Inspection tasks are filtered based on the value in the Task Next Date field. If you do not modify the filter when accessing tasks, the sections may appear to be empty. You can modify the date filters to display the tasks that you want to access. By default, the selected date filter is defined by the administrator.

Procedure

  1. Access the Underlying Inspection Tasks section.
  2. Select .
    The Next Date Filter box appears, displaying a list of date filters.
    Note: The date filters that appear in the Next Date Filter box are defined by the administrator. If some date filters do not appear, an administrator can modify the filters in the Date Filters section of the Overview Configuration page in Application Settings.
  3. Select the date filter that you want to use.
  4. Select Apply.
    Inspection tasks with a Next Date that matches the selected date filter parameters appear.
    Note: If you navigate away from the Underlying Inspection Tasks section or refresh the page, the date filter you selected will no longer be applied. Instead, when you return to the Underlying Inspection Tasks section, the default filter defined by the administrator is applied.

Create an Inspection Report from an Inspection Task

Procedure

  1. Access the Underlying Inspection Tasks section.
    Tip: If the Inspection Task that you want to use does not appear, check the date filter configuration.
  2. In the row containing the Inspection Task whose report that you want to create, select the link.
    The Manage Task page appears, displaying the Inspection Task datasheet.
  3. In the upper-right corner of the page, select Generate Report.
    If there is a value in the Inspection Document Type box, the Inspection report is generated automatically.

    -or-

    If there is no value in the Inspection Document Type box, the Create Inspection window appears. In the Inspection Families box, select the type of Inspection report that you want to generate, and then select Create.

    Note: Inspection Events are displayed according to the Taxonomy Configurations that have been defined for Checklist Configuration Templates and Inspection Families. If no Taxonomy Configurations have been defined or the selected asset’s equipment taxonomy does not match any defined Taxonomy Configurations, a full list of Inspection Families and Checklist Configuration Templates appears.

    The Generate Report option is disabled for inspection tasks that are either in Rejected or Completed state.

    A new Inspection report is generated, and the Inspection Overview page appears, displaying the Inspection Data section.

Results

About Schematic Visualization of Scope of Work

To aid in performance of inspections, a PDF document that outlines various aspects of the Inspection may be used. You can upload, download, and remove an Inspection Scope Visualization Document from the Scope tab of an Inspection.

Important: To access the Schematic Visualization of Scope of Work feature, you must have the Integrity Mobile license applied to the APM database.

View Inspection Scope Visualization Details

Procedure

  1. Access the Inspection Details section.
  2. Select Scope tab.
    Within the Scope Details collapsible, the Inspection Scope Visualization section is

    displayed. If an Inspection Scope Visualization Document has already been uploaded for an Inspection, it will be presented within this section.

Upload an Inspection Scope Visualization Document

Procedure

  1. Access the Inspection Details section.
  2. Select Scope tab.
  3. Select Upload .pdf button in the Inspection Scope Visualization section.
    A file select prompt appears, enabling you to select a PDF document from your local file system.
  4. Upon confirmation, the selected PDF document is uploaded and assigned as the Inspection Scope Visualization Document for the Inspection. Upon completion, the Inspection Scope Visualization section gets updated to display the Inspection Scope Visualization Document link.
    Note:
    • You can store pdf documents upto 30MB as an Inspection Scope Visualization Document.
    • You cannot upload an Inspection Scope Visualization Document for Approved or Downloaded Inspections.

Download an Inspection Scope Visualization Document

Procedure

  1. Access the Inspection Details section.
  2. Select Scope tab.
  3. Select the filename hyperlink within the Inspection Scope Visualization section. The Inspection Scope Visualization Document will automatically be downloaded in your browser.

Delete an Inspection Scope Visualization Document

Procedure

  1. Access the Inspection Details section.
  2. Select Scope tab.
  3. Select next to the filename hyperlink in the Inspection Scope Visualization section.
    A prompt appears to confirm the deletion of the Inspection Scope Visualization Document.
  4. Select Yes.
    The Inspection Scope Visualization Document is deleted. Upon completion of the delete, the Inspection Scope Visualization section will update to display and no Inspection Scope Visualization Documents are linked to the Inspection.
    Note: You will not be able to delete an Inspection Scope Visualization Document for Approved or Downloaded Inspections.