RBI Inspection Plans

You can access an Inspection Plan for an asset, component, and RBI Criticality Analysis.

1. Access the Asset Summary workspace for the asset for which you want to access the Inspection Plan.
   The Asset Summary workspace appears.

   Note: You can also access the related Inspection Plan from a component and Criticality Analysis.
2. Select the Inspection Plan link.
   The Inspection Plan workspace appears.

   Note: If an Inspection Plan does not exist, a message stating so appears. Inspection Plans are created and linked to an asset when an analysis for at least one associated component is moved to the Risk Completed state. When using the alternative Inspection plan, the Inspection Plan is created by selecting the Create Inspection Plan option.

You can delete Inspection Plans that are obsolete or unnecessary.

1. Access the Inspection Plan that you want to delete.
2. In the Inspection Plan page, select .
   The Confirm Delete window appears, asking you to confirm that you want to delete the Inspection Plan.
3. Select Yes.
   The Inspection Plan is deleted.

   Note: An Inspection Plan cannot be deleted if it has recommendations. If the field Use Alternative Inspection Plan preference is set to true, the recommendations must be removed through record manager.

Any user with the MI Inspection Plan Approver Security Role can move an Inspection Plan to the Approved state. After the Inspection Plan is approved, recommendations can be implemented as tasks.

1. Access the Inspection Plan that you want to approve.
2. In the Proposed box, select Approve, and then select Done.
   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.

When the alternative Inspection Plan preference is set to True, an MI RBI Analyst can create an Inspection Plan from the RBI Asset page.

1. Access the Asset Summary workspace for the asset for which you want to create an Inspection Plan.
   The Asset Summary workspace appears.

   Note: You can also access the related Inspection Plan for a component and Criticality Analysis.
2. Select +Create Inspection Plan.

   The Inspection Plan is created. Inspection Plan Details are generated automatically for the Damage Mechanisms on Risk Completed analyses related to the RBI Asset where there is an associated Inspection Strategy derived from policy content.

   Note:

   • All RBI Components linked to the Asset must have an active analysis to create the Inspection Plan.
   • If an Inspection Plan has already been created, the Inspection Plan link appears with the Update button.
   • The Inspection Plan Details are not generated for Other Degradation Mechanism Evaluation records.

An MI RBI Analyst can update an Inspection Plan from either the RBI Asset page or the Inspection Plan page. This removes the current Inspection Plan Detail records and regenerate new Inspection Plan Details based on the current risk complete analyses.

1. Access the Asset Summary workspace for the asset for which you want to create an Inspection Plan.
   The Asset Summary workspace appears.

   -or-

   Access the Inspection Plan that you want to modify.

2. Select .
   A confirmation message appears to update the Inspection Plan.

   Note: If the button is an orange , then there are active analyses on the RBI Components linked to the Asset which were not available when the Inspection Plan was generated. This indicates that the Inspection Plan must be updated.
3. Select Yes.
   The Inspection Plan is updated.

   Note:

   If you do not want to delete and re-create Inspection Plan details, instead you want to modify the existing records, you can edit an approved alternative Inspection Plan.

An MI RBI Analyst can edit an approved alternative Inspection Plan from the Inspection Plan page. This will enable the current Inspection Plan record and related Inspection Plan Details for modification.

1. Access the Inspection Plan that you want to edit.
2. Select .
   A confirmation message appears to edit the Inspection Plan.
3. Select Yes.
   The Inspection Plan is enabled for editing.

To add an Inspection Plan Detail Record, the Alternative Inspection Plan must be in either Proposed or Modified state.

1. Access the Inspection Plan for which you want to add an Inspection Plan Detail.
2. In the Inspection Plan Details section, enter the new Inspection Plan Detail record values in the last row of the Bulk Data Form.
   Note:

   • The Degradation Mechanism field is required for the Task Type and Extent field picklists to populate.
   • Once the Component field is set, the Degradation Mechanism field will be filtered to the Degradation Mechanisms linked to the specified Component.
   • After saving the changes, the Asset Key field is set automatically on the Inspection Plan Detail record. The Inspection Plan Detail record will also be linked automatically to the Inspection Plan record.
   • The Recurring flag will be selected by default.
3. Select .
   The Inspection Plan Details are saved successfully.

1. Access the Inspection Plan for which you want to implement Inspection Tasks.
2. In the Inspection Plan Details section, in the Task drop-down list, select a pre-existing Inspection Task that is linked to the parent RBI Asset or select Create New.
   Note: If the Inspection Plan Detail is non-recurring, you cannot link an existing task. You can only create new tasks.
3. Select .
   The Inspection Plan Detail is marked for implementation. The Inspection Tasks does not get created and linked until the Inspection Plan is moved to Approved State.

   Note:

   • You can unlink an Inspection Task from an Inspection Plan Detail by resetting the Task drop-down list to blank.
   • The Task gets unlinked, after approving the Inspection Plan.

Any user with the MI Inspection Plan Approver Security Role can move an Inspection Plan to the Approved state. When the Inspection Plan is approved, Inspection Plan Details are implemented as Tasks.

1. Access the Inspection Plan that you want to approve.
2. In the Proposed box, select Approve, and then select Done.
   A message appears, stating that the Inspection Plan has been approved.

   Note:

   • After you approve an Inspection plan, you cannot delete, edit, or add an Inspection plan details. You must first move the Inspection plan to the modified state.
   • After Approval, the Task field will be updated to the new Inspection Task ID if Create New was selected.
   • Alternative Inspection Plans are not promoted to the Asset Strategy Management module.

The fields mapped from Inspection Plan Detail to Inspection Tasks during implementation can be modified using Policy Manager.

1. In the Applications menu, navigate to the TOOLS section, and then select Policy Designer.
   The Policy Designer Overview page appears.
2. Select Module Workflow Policies → InspectionPlanDetailToInspectionTaskMapping , and then select the policy you want to modify.
3. Select Design.
   The default mappings defined in the policy are displayed.

   Note: You can add additional mappings, by adding an input node with the name of the node as the field ID of either the Task or Inspection Plan Detail family.
4. To modify the mapping and add Nodes refer to Condition, Logic, and Calculation Nodes in Policies.
   Note: You should add a return node for each field mapping. The name of the node must match the Field ID of the Task field to which you want to map.
5. Select Save.
   The field mappings are modified.