Setting Up PeopleSoft Maintenance Management Asset Inspection Parameters

Use the following components to set up the Maintenance Management Asset Inspection parameters:

  • Measuring Instrument Type (WM_INSTRMT_TYPE) component.

  • Inspection Measurements (WM_INSP_MEASMT) component.

  • Inspection Observations (WM_INSP_OBSRVN) component.

  • Inspection Calculations (WM_INSP_CALCLT) component.

  • Inspection Alert Roles (WM_INSP_ALERT_ROLE) component.

  • Inspection Alert Messages (WM_INSP_ALERT_MSG) component.

  • Work Order Inspection Plans (WM_WO_INSP_PLAN) component.

This section provides an overview of asset inspection codes, inspection plans, and alert messages and discusses how to set up them to collect the information to evaluate the current condition and operability of assets.

Page Name

Definition Name

Usage

Measuring Instrument Type Page

WM_INSTRMT_TYPE

Define measuring instruments used for asset inspections.

Inspection Measurement Page

WM_INSP_MEASMT

Establish inspection measurements collected during asset inspections.

Inspection Observation Page

WM_INSP_OBSRVN

Establish observation codes collected during asset inspections.

Inspection Calculation Page

WM_INSP_CALCLT

Establish formula-based calculations for asset inspection data.

Inspection Alert Role Page

WM_INSP_ALERT_ROLE

Define asset inspection alert roles.

Inspection Alert Message Page

WM_INSP_ALERT_MSG)

Define asset inspection alert messages.

Work Order Inspection Plan Page

WM_WO_INSPL_MAIN

Establish work order inspection plan templates.

PeopleSoft Maintenance Management application allows maintenance technicians to conduct periodic asset inspections to gather both quantitative and qualitative information about the current condition of a particular asset, as well as to assess the asset’s overall operability. The results of a single inspection or combination of inspections can frequently lead to a maintenance event to prevent asset failure. Through the inspection, analysis, and reporting, maintenance technicians identify the issues with the assets and provide specific recommendations to prevent outages and failures. The results can also be used in trend analysis, regulatory reporting, and resource planning to reduce the likelihood of inducing the same defect in the future.

The asset inspection process consists of various systematic inspection implementation phases such as defining and organizing inspection content, creating inspection instances associated with work order tasks, collecting and evaluating inspection data, and taking appropriate maintenance actions. The inspection criteria will vary based on the parent task’s target asset. To effectively plan and conduct the inspections, maintenance technicians need suitable and reusable inspection plans, which define and sequentially organize the asset data to be collected for each inspection activity.

After defining inspection plans, you have two options to create asset inspections:

  • Initiate automatic generation of asset inspections as part of PM work order that is created for a particular PM Schedule.

  • Initiate asset inspections manually by associating it to a parent task using the Job/Task Template Copy functionality of an existing work order.

A newly created asset inspection instance has its own status lifecycle, but one that is subordinate to the lifecycle of its parent work order task. To complete asset inspections, the assigned labor resources need to perform inspection activities as specified in the inspection plan. On the basis of the data collected, a follow-on maintenance event, if required, can be scheduled to prevent asset failure.

You can define asset inspection contents based on the target asset characteristics and sequence them in reusable templates for effective asset inspection planning, execution, and tracking purposes. Asset inspection elements mainly include inspection codes, alert message definitions, and inspection plan templates.

Asset Inspection Codes

Inspection codes are used to record and track various diagnostic values while conducting asset inspection activities. Inspection codes are organized by SetID and made applicable to target assets according to default asset classification parameters.

The asset inspection codes include:

  • Inspection Measurements - Identifies the unit of measure, decimal precision, and tolerance range (if any) for numeric values captured by an Asset Meter or a separate measuring instrument.

  • Inspection Observations - Identifies the data type, capture or display criteria, and/or set of predefined code values to be used when recording subjective (non-numeric) data values for a particular target asset attribute.

  • Inspection Calculations - Identifies the meta-SQL formula text used to return a single numeric or logical (True/False) value to be used in different inspection calculation activities.

Asset Inspection Plans

An asset inspection plan is a template, which consists of one or more inspection activities, which in turn are composed of a series of steps using which inspection data is collected or evaluated. To conduct an asset inspection, maintenance technicians can leverage the inspection plan’s content and sequence to assess the target asset’s current condition and operability.

Asset Inspection Activities

An asset inspection instance includes certain activities to collect the target asset’s data for evaluating the asset’s health. The supported asset inspection activities include:

  • Data Collection - Supports the capture of one or more measurement, observation, and/or numeric type calculation code data points in a series of steps.

  • Trigger Evaluation - Supports the execution of one or more trigger type calculation code formulas (exception logic) in a series of steps for the activity.

  • Other Logistics - Refers to an activity without either Data Collection or Trigger Evaluation content. This activity consists solely of instructions, checklist, notes, and/or attachments data records.

Each activity involves collecting specific data using the asset inspection codes defined for it.

Use the Measuring Instrument Type page (WM_INSTRMT_TYPE) to define the types of measuring instruments and their attributes used during asset inspections. This is an alternative setup option, which can be used to support the capture of non-meter type measurement readings when:

  • The measuring device is transportable (not part of the asset) and can be used on different target assets.

  • Recording different measurements with more than a single UOM is possible.

Navigation:

Set Up Financials/Supply Chain > Product Related > Maintenance Management > Asset Inspection > MM Measuring Instrument Types

This example illustrates the fields and controls on the Measuring Instrument Type page . You can find definitions for the fields and controls later on this page.

 Measuring Instrument Type

Field or Control

Description

Instrument Type

Displays the type of measuring instrument.

Show Where Used

Click this link to view the existing measurement codes that use this instrument type.

Comments

Click this link to view or enter comments about the instrument type. A check mark indicates that the page contains comments.

Effective Status

Select the current status of the instrument type. Available options are Active and Inactive.

Description and Short Description

Enter long and short descriptions for the instrument type.

Unit of Measure

Enter at least one unit of measure that this instrument type supports.

A single measuring instrument can sometimes utilize multiple measurement units, which may describe different attributes of the target asset.

Lower Limit and Upper Limit

Enter the lowest and highest measurement values that this instrument can measure for the unit of measure specified.

Non-Asset and Asset

Select the Asset option if measuring devices sharing this instrument type are defined as assets in the Asset Management system. Otherwise, select the Non-Asset option.

If you select the Asset option, the Preferred Identifier field and the Asset Classification parameter fields become editable.

Preferred Identifier

Select the option typically used to identify the asset:

  • Asset ID

  • Serial ID

  • Tag Number

Asset Classification

Select the required parameter values.

For information, see Asset Classification Page.

Use the Inspection Measurement page (WM_INSP_MEASMT) to define inspection measurement codes for physical properties such as temperature, pressure, and electrical charge during asset inspections. An appropriate unit of measure is used to describe the collected values. Measurement code definitions are organized by SetID and made applicable to target assets according to the default asset classification parameters that define how generically and specifically the code may be used.

When recording technical measurements, you must ensure the accuracy and basic validity of the numeric values. Different data for different asset attributes will be characterized by a wide range of magnitudes and decimal precision, often depending on the recording or display capabilities of the measuring devices used. The Inspection Measurement page allows to define reusable inspection measurement codes that identify the various measurements that can be collected during an Inspection, along with the parameters controlling how the data values they represent will be stored and displayed.

Navigation:

Set Up Financials/Supply Chain > Product Related > Maintenance Management > Asset Inspection > MM Inspection Measurements

This example illustrates the fields and controls on the Inspection Measurement page. You can find definitions for the fields and controls later on this page.

 Inspection Measurement

For a new inspection measurement, values for UOM, measurement precision, and measurement tolerance are defaulted from the parent device type’s definition and some of the default values are protected from further changes according to certain rules.

Field or Control

Description

Inspection Code

Displays the unique measurement code.

Measurement Type

Displays the measurement type that the user selected. The measurement types include:

  • Asset Meter - Displays the name of the parent Asset Meter type selected for data capture. As with regular meter readings, the meter type must first be registered for the asset instances that use it.

  • Instrument - Displays the name of the Instrument measuring device type selected for data capture.

  • Non-Technical - Supports measurements from simple devices such as tape measures and weight scales, which do not require precise capture and display controls.

For Asset Meter and Instrument measurement types, click the link labeled with the name of the parent Meter/Instrument Type to review its definition.

Show Where Used

Click this link to view the existing inspection calculation codes and/or inspection plans that use this measurement code.

See Inspection Calculation Page and Work Order Inspection Plan Page.

Description

Enter a description for the measurement code.

Instrument Type or Meter Type

Select this link to view the details of the parent device type.

Note: Only Asset Meter and Instrument measurement types display this link. If you select the Asset Meter measurement type, then the label is Meter Type and if you select the Instrument measurement type, then the label is Instrument Type.

Comments

Click this link to view or enter comments about the measurement code. A check mark indicates that comments have been entered.

Effective Status

Select the status of the measurement code. Only active measurement codes can be used in an actual inspection.

Default Asset Applicability group box

Select the following values:

  • Asset Type - Select the designated asset type that supports capture of data values for this measurement code.

  • Asset Subtype - Select the designated asset subtype (if any) for assets sharing this measurement code.

  • Manufacture ID - Select the designated manufacture ID (if any) for assets sharing this measurement code.

  • Model - Select the designated model (if any) for assets sharing this measurement code.

Base Unit of Measure

Enter the unit of measure used to represent the value.

Note: UOM is disabled and displays a default value if the parent Instrument Type definition contains either Asset Meter type or Instrument type, and only a single UOM.

Measurement Precision

Field or Control

Description

Integer Digits

Enter the maximum allowable number of numeric digits before the decimal point needed to capture and display measurement values.

Decimal Digits

Enter the number of numeric digits following the decimal point to capture and display measurement values.

Allow Negative Value

Select the check box when negative numeric values are allowed for this measurement.

Note: This field is enabled or disabled based on any tolerance values specified.

Measurement Tolerance

Field or Control

Description

None

Select to indicate that tolerance limits are not applicable.

Range

Select the option to enter the permissible measurement limits.

Note: Tolerance values, if defined, will be used in error or warning edits when measurement values are collected during an actual inspection.

  • Lower Tolerance - Enter the lowest tolerance value.

  • Upper Tolerance - Enter the highest tolerance value.

Use the Inspection Observation page (WM_INSP_OBSRVN) to establish subjective observation codes to be collected during asset inspections. For certain inspections, besides numeric measurements, it is often desirable to include qualitative data points in the form of subjective observations such as color, noise, and vibration. This descriptive, observational data are typically character or text-based. In some cases, limiting the set of possible responses to a small set of predefined values or codes can help streamline data entry and promote greater uniformity and trackability over time.

Navigation:

Set Up Financials/Supply Chain > Product Related > Maintenance Management > Asset Inspection > MM Inspection Observations

This example illustrates the fields and controls on the Inspection Observations page. You can find definitions for the fields and controls later on this page.

 Inspection Observations

Field or Control

Description

Inspection Code

Displays the unique observation code that defines a set of observation data to be captured for a target asset.

Show Where Used

Click this link to view the existing calculation codes and/or inspections plans that use this inspection observation code.

See Inspection Calculation Page and Work Order Inspection Plan Page.

Inspection Result Code

Select the check box to use the list of code names to indicate the overall result of an inspection.

Note: If this check box is selected, then this observation code will be made available in drop-down lists for Inspection Result codes on inspection plan templates.

Description

Enter a description for the observation code.

Comments

Click this link to view or enter comments about the observation code. A check mark indicates that comments have been entered.

Observation Type

Displays the selected observation type. The observation types include:

  • Char/Text

  • Ranked CodeList

  • Toggle CodeList

  • Unranked CodeList

Effective Status

Select the inspection observation code status. Only active observation codes can be used in an actual inspection.

Observation Code Data group box

If the observation type is Char/Text, the group box label is Observation Code Data.

  • Char/Text Display Option - Select Uppercase or Mixed case option as desired to indicate the alphanumeric data captured.

  • Maximum Length - Enter a positive integer value (1-50) specifying the maximum number of characters to capture and display for this inspection code.

CodeList Data

For Ranked CodeList, Toggle CodeList, and Unranked CodeList, enter the required values in the CodeList Data group box.

Field or Control

Description

Code Rank

For Ranked CodeList type only, enter a unique numeric value (1-99) that signifies the relative rank, or sequence number of the indicated Code Name.

Note: When entering data for this observation code in an actual inspection, the set of possible code name values will be listed in ranked order in a drop-down list box.

Code Name

Enter user-defined code names, which represent possible observation values for the inspection observation code.

Toggle Value Type

Prompts the user to enter either the Negative or Positive value in a pair of logically opposite code names. For example, On/Off and Pass/Fail.

Use the Inspection Calculations page (WM_INSP_CALCLT) to establish user-defined calculations to create data points that can be used to describe and/or assess the condition of a target asset.

Inspection Calculation is the primary mechanism for customizing asset inspections functionality to your specific requirements. Calculations are of two types:

  • Numeric

  • Trigger

Numeric calculations are executed during an inspection’s data collection activity. That is after all necessary input values have been collected first. Clculations are constructed by entering one or more calculation detail lines. The resultant Calculation Text itself represents a meta-SQL sring providing all necessary information for subsequent (Inspection-time) execution by the customer installation’s SQL engine for their particular data base platform.

Trigger type calculations return a single logical (True/False) result. To ensure that user-defined calculation codes are properly constructed and can be executed successfully during actual Inspection events, validateand test execute them using the Validate button.

Navigation:

Set Up Financials/Supply Chain > Product Related > Maintenance Management > Asset Inspection > MM Inspection Calculations

This example illustrates the fields and controls on the Inspection Calculations page- Numeric Calculation Type. You can find definitions for the fields and controls later on this page.

 Inspection Calculations page Numeric Calculation Type

Numeric calculations use one or more input values from the measurement and observation data to calculate the result such as key ratios, formulas, and unit conversions. The result of numeric calculation type is single numeric values, whereas trigger calculation type returns logical results. Trigger calculation uses both quantitative and qualitative data while inspecting an asset.

Field or Control

Description

Inspection Code

Displays the inspection calculation code.

Copy Inspection Code

Click this button to copy the current inspection code details to create a new inspection code definition.

Show Where Used

Click this link to view the existing inspection calculation codes and/or inspection plans that use this calculation inspection code.

See Inspection Calculation Page and Work Order Inspection Plan Page.

Description

Enter a description for the calculation code.

Comments

Click this link to view or enter comments about the calculation code. A check mark indicates that comments have been entered.

Effective Status

Select the status of the calculation code. Only active calculation codes can be used in an actual inspection.

Validation Status

Displays Valid or Invalid status when the Validate button is clicked. The status is based on the correctness and completeness of the calculation details entered.

Calculation Data

Field or Control

Description

Calculation Text

Click the link or the icon to refresh the calculation string displayed in the text box. This is read-only field. Calculation text is built up from the calculation lines entered in the Calculation Details.

Validate

Click this button to validate the calculation details for completeness and correctness. If the calculation is incorrect, a message displays and the Validation Status field displays the Invalid status.

Validation process performs a two-pass validation of the current calculation text string. Initially, each calculation detail line will be separately edited (with a limited number of edit conditions) for correct syntax. Then, if the first pass completes without exception, the meta-SQL will be test executed using dummy parameter values substituted for any inspection codes and/or other variable tokens.

The Validation Status field displays validation result as Valid or Invalid along with an appropriate icon indicating success or failure.

Test Calculation SQL

Click this link to check the correct execution of the calculation string displayed in the text box. You can execute the calculation in a new window to verify the correct execution with different test values. For incorrect executions, an error message displays.

Calculation Units Option

Select (or accept default for) an option from the drop-down list to indicate an appropriate qualifier (if any) to be associated with the calculated numeric value. The available options include None, Percent, and Unit of Measure.

Only Numeric calculation type displays this field.

UOM

Select a valid Unit of Measure from the prompt table list.

Only Numeric calculation type displays this field.

Calculation Details

To construct the SQL calculation, enter the calculation details in one or more calculation rows. Each calculation row represents an operand-operator pair with additional parameter fields. You can use nested parentheses to ensure the correct execution order and readability of the calculation strings. The details that you enter in the calculation rows are automatically inserted into the Test Calculation SQL text box.

Field or Control

Description

Logical Connector

Select a value to connect two or more relational conditions.

Note: This field is available only for Trigger type calculations.

Left-Paren(s)

Select the number of left parenthesis characters to insert into the calculation string.

Operand Type

Select the basic type of operand value to use in the calculation.

  • Constant Text: Enter a valid numeric string to insert into the Calculation Text string.

  • Inspection Code: Enter a valid measurement code from the prompt list to insert into the Calculation Text string.

Right-Paren(s)

Select the right parenthesis value.

Note: Use of parentheses must be balanced. The total number of left parenthesis characters used must be the same as the total number of right parenthesis characters.

Operator

Select the value indicating the arithmetic operator to insert into the Calculation Text string. The available options are multiplication (*), addition (+), subtraction (-), and division (/).

Inspection Calculations page- Trigger Calculation Type

The Trigger calculation type is more complex than the Numeric type. Its implementation includes two additional operand types CodeList and Function and likewise supports a robust set of relational operators in addition to the standard arithmetic operators.

This example illustrates the fields and controls on the Inspection Calculations page- Trigger Calculation Type. You can find definitions for the fields and controls later on this page.

 Inspection Calculations page Trigger Calculation Type

Field or Control

Description

Operand Type

Select a value from the drop-down list identifying the basic type of operand value to use in the calculation. The available options include CodeList, Constant, Function, and Inspection Code.

  • CodeList: If selected, enter the Define CodeList Operand information. Click this link to access the Define CodeList Operand page where one or more CodeList code values can be selected. The Inspection Calculation page reflects a label change to the Define CodeList Operand link and also inserts this into the calculation text.

  • Constant Text: Enter a valid numeric string to insert into the Calculation Text string.

  • Function: If selected, enter the Define Function Operand information. Click this link to access the Define Function Operand page, where special function parameters can be specified. These parameters describe how to access an aggregate collection of past data values. The Inspection Calculation page reflects a label change to the Define Function Operand link and also inserts this into the calculation text.

  • Inspection Code: Enter a valid measurement code from the prompt list to insert into the Calculation Text string.

Operator

Select a value from the drop-down list indicating the arithmetic or relational operator to insert into the calculation text string. The available options are multiplication (*), addition (+), subtraction (-),and division (/), less than (<), less than or equal to (<=), not equal to (<>), equal to(=), greater than (>), greater than or equal to (>=), in list (IN), and NOT IN.

Use the Inspection Alert Role page (WM_INSP_ALERT_ROLE) to define asset inspection alert role definitions. This component provides the capability to define a variable role definition that, via the applicability rule parameters, can be used to resolve to the single appropriate employee’s email address when sending an alert message in an actual inspection instance.

The alert role definitions are organized by SetID and Role Name keys. The definitions will be effective dated to accommodate role assignment changes over time.

Navigation:

Set Up Financials/Supply Chain > Product Related > Maintenance Management > Asset Inspection > MM Inspection Alert Roles

This example illustrates the fields and controls on the Inspection Alert Role page. You can find definitions for the fields and controls later on this page.

 Inspection Alert Role

Field or Control

Description

Show Where Used

Click this link to view the existing alert message definitions that use this alert role.

Effective Date

Enter the start date from when this alert role is effective.

Effective Status

Select the alert role definition status. Only alert roles with active status can be used in an actual inspection.

Comments

Click this link to view or enter the comments about the alert role. A check mark indicates that comments have been entered.

User ID

Select a user ID assigned to this role.

Email ID

Enter a valid Email address for the selected user.

Inspection Alert Role – Applicability Rule Tab

Applicability Rule tab contains various parameters specifying under what matching Work Order Task field values this particular User will be the designated recipient.

This example illustrates the fields and controls on the Inspection Alert Role page - Applicability Rule tab. You can find definitions for the fields and controls later on this page.

 Inspection Alert Role page Applicability Rule tab

Note: The symbol % is used as a wildcard character denoting that any or all values for the parameter field will be considered a match when the rule is applied during an actual messaging event.

Field or Control

Description

WO Business Unit

Enter (or accept % wildcard default for) a matching WO BU value to be tested for when resolving the alert role definition in an actual message situation.

Service Group

Enter (or accept % wildcard default for) a matching service group value to be tested for.

Maintenance Type

Enter a matching maintenance type to test for or accept the default % wild card value.

Shop

Enter a matching shop to test for or accept the default % wild card value.

Work Order type

Enter a matching work order type to test for or accept the default % wild card value.

Use the Inspection Alert Message page (WM_INSP_ALERT_MSG) to predefine asset inspection alert messages to address both critical and common exception conditions of assets. Alert messages can be sent in response to exceptional conditions and events that may occur during the course of an inspection.

Sending alert messages in response to inspection events and exceptions are optional. You can associate the messages with the inspection instances by referencing a particular alert message definition on an inspection plan template using the Send Alert Message trigger option. The alert message template typically describes the nature of the problem encountered. It should include a pre-planned distribution list addressed to appropriate decision makers and/or others who can either take action or otherwise should be aware of the problem.

Navigation:

Set Up Financials/Supply Chain > Product Related > Maintenance Management > Asset Inspection > MM Inspection Alert Message

This example illustrates the fields and controls on the Inspection Alert Message page. You can find definitions for the fields and controls later on this page.

 Inspection Alert Message

Field or Control

Description

Show Where Used

Click this link to view the existing inspection plans that use this alert message definition.

Alert Type

Displays the alert message type that you selected. The alert types include:

  • Eval Trigger – Result ‘Error’ - In the case of the Error result, the alert message will be sent in response to an exceptional SQL execution error that prevents the trigger logic from being evaluated correctly. Target recipients for this message would most naturally include system administrators and (possibly) analysts responsible for maintaining trigger calculation formulas.

  • Eval Trigger – Result ‘True’ - In the case of the True result, the alert message will be sent in response to a routine or expected situation where the evaluation of the trigger logic returns a True result, indicating possible asset failure or some other out-of-tolerance condition. Target audience for this type of message will most likely include maintenance supervisors, asset custodians, and/or other operational personnel.

Note: Typically, only a single alert message definition for each alert type need to be set up. However, as needed, system administrators can create several message variations for a particular alert type. That is, for different Inspection plans, alert messages with different priority values, subject lines, and contact list details can be set up.

Description

Enter a description for the alert message.

Template Name

Click the template name link to view or modify the generic email template definition mapped to this alert type.

Comments

Click this link to view or enter the comments about the alert message. A check mark indicates that comments have been entered.

Effective Status

Select a status for the alert message. Only active alert message definitions can be used in an actual inspection.

Priority

Select the message’s priority level. This value defaults from the generic template definition. You can modify the priority level appropriately.

Subject

Enter the subject line for the message. This value defaults from the generic template definition. you can modify the subject appropriately.

Address Type

Select a value from the drop-down list indicating whether the addressee is a primary (To) recipient, or else a copied (Cc) or blind-copied (Bcc) recipient.

Contact option

Select a value from the drop-down list indicating the type of variable/fixed addressee definition to use. Available options include:

  • Inspection Alert Role - If selected, enter the following information:

    • Role Name - Select a user role name from the drop-down list of applicable Inspection Alert Role definitions.

    • Alert Role definition - Click the link to review selected user’s associated inspection alert role definitions.

  • WO User Role - If selected, enter the WO Contact information. Select a value from the drop-down list of maintenance roles tracked for a Work Order Task. Available options include Scheduler, Supervisor, and Technical Lead.

  • User ID - If selected, enter the following information:

    • User ID - Enter a valid User ID for a user to whom the alert message should always be sent.

    • Name - Displays the user’s name based on the selected user ID.

    • Email ID - Enter (or accept default for) a valid Email address for the selected user ID.

Email ID

Enter a valid email address for the recipient.

Use the Work Order Inspection Plan page (WM_WO_INSPL_MAIN) to establish work order inspection plan templates to identify and define specific asset inspections.

Inspection plans, which is the main setup object for asset inspections utilize (in most cases optionally) all other inspection setup objects that are inspections codes, alert roles, and alert messages. It defines both the content and sequence of operations for the actual inspection instances that are generated from it. The key work subunits of inspection plans include inspection activities and inspection steps. The available inspection activities are Data Collection, Trigger Evaluation, and Other Logistics. An inspection plan must contain at least one activity regardless of the activity type.

Navigation:

Set Up Financials/Supply Chain > Product Related > Maintenance Management > Asset Inspection > MM Work Order Inspection Plans

This example illustrates the fields and controls on the Work Order Inspection Plans page. You can find definitions for the fields and controls later on this page.

 Work Order Inspection Plans

Field or Control

Description

Template ID

Displays the work order inspection plan template.

Copy Inspection Plan

Click this button to create a new inspection plan definition to which you can copy the selected details from the current inspection plan.

Show Where Used

Click this link to view the existing work order task templates that use this inspection plan.

Description

Enter a description for the inspection plan.

Effective Date

Enter the start date from when the inspection plan is effective. The default value is the current date.

Effective Status

Select the status of the inspection plan definition. Only active inspection plans can be used in an actual inspection.

If the status is inactive, the Inspection Activities fields become read-only.

Comments

Click this link to view or enter any comments about the inspection plan. A check mark indicates that comments have been entered.

Inspection Duration

Enter the planned total hours required to complete all the inspection activities.

Note: This value cannot be less than the Calculated Duration value.

Calculated Duration

Displays the total hours accumulated for all of the inspection activities.

Description

Enter a long description for this inspection plan.

Inspection Result Code

Select the appropriate observation code that indicates the possible results of inspections generated from this inspection plan. Click the inspection code link to view its details.

Default Result Value

Select the appropriate code name value that indicates the normal or expected result of the inspection activities created for this inspection plan.

Note: If no other result values are set for this inspection instance by trigger evaluation activities, then this value is considered as the default value when the inspection is completed.

Activity Sequence

Enter a positive integer value that indicates the activity’s relative order of execution among all other activity detail lines.

Activity Type

Select the type of inspection activity to be performed. This can be Data Collection, Trigger Evaluation, or Other Logistics.

Description

Click the link to enter or view the details of the particular activity.

Activity Duration

Enter the planned total hours required to complete the activity.

Default Craft

Enter the default labor craft to assign a matching labor resource to this activity.

Work Order Inspection Plans– Activity Detail Page

This example illustrates the fields and controls on the Work Order Inspection Plans– Activity Detail Page. You can find definitions for the fields and controls later on this page.

 Work Order Inspection Plans Activity Details

Field or Control

Description

Description

Enter a description for the particular activity.

Default Craft

Enter the default labor craft used to assign the matching labor resource, who will perform this activity.

Activity Duration

Enter the planned total number of hours required to complete this activity.

Data Collection Group

For the Data Collection activity type, the Data Points link displays the following fields in the Data Collection Groups grid:

Field or Control

Description

Step Sequence

Enter a numeric value to indicate the relative execution order of the particular inspection step of the data collection activity.

Collection Activity

Select the basic type of inspection activity to be performed by this inspection step. This can be:

  • Calculate - Capture data point derived from one or more measurement.

  • Measure - Capture a numeric value and UOM using an asset meter or a measuring device.

  • Observe - Capture qualitative data from physical assessment of asset.

Inspection Code

Enter a valid inspection code name representing the data value to be collected during the inspection.

Description

Click the link to view or modify the details of the inspection code.

Required

Select the check box to indicate that the user must collect the particular data value for the inspections generated from this inspection plan. This value is used as a parameter in subsequent numeric or trigger calculations.

Show History

Select the check box to allow the user to view a maximum of five data values previously collected for this inspection code while working on the inspection instance.

Log Acceptance

Select to indicate that the values entered for this inspection code during an actual inspection need to be explicitly accepted or rejected.

You can use log acceptance:

  • To prompt to double-check values entered for critical data points before they are finally recorded and/or used as parameter values in subsequent Numeric or Trigger type calculations.

  • To verify the user ID and date-time stamp for the Acceptance Status decision.

  • To complete Data Collection activity even when out-of-tolerance or otherwise exceptional values are recorded.

    An Accepted status overrides any normal validation edits such as tolerance and zero-value checking and allow the value to be saved. Rejected values will be retained on the data base but will not be included in aggregations of past values when accessed for a particular Calculation Code function.

Trigger Evaluation Activity

This example illustrates the fields and controls on the Work Order Inspection Plans– Trigger Evaluation Activity Detail Page. You can find definitions for the fields and controls later on this page.

 Work Order Inspection Plans Trigger Evaluation Activity Detail Page

For the Trigger Evaluation activity type, the Triggers link displays the following fields:

Field or Control

Description

Trigger Condition

Enter the trigger type calculation code name.

Description

Click this link to view or modify the inspection calculation code details.

Halt further Evaluation

Select the check box to indicate that when the specified trigger condition returns a True value for an inspection step, then any subsequent trigger steps of the activity will be skipped.

Set Inspection Result

Select a value that indicates the overall inspection result when the specified trigger condition returns a True value.

Initiate Work Response

Select to choose the work response action when the trigger condition returns a True result for an inspection step. The available options are:

  • Create Service Request: Enter service request data and problem definition details.

  • Create Work Order: Enter the work order data details.

  • Schedule 1-Time PM: Enter PM schedule search details.

For information, see Initiating Work Response Actions.

This option allows the particular roles to predetermine the type of work to be performed when any exception condition is triggered for an actual inspection.

Send Alert Message

Select to enter the alert message data indicating the precise nature of the problem detected and the planned work response, if any.

Other Logistics Activity

For Other Logistics activity type, you can check the activity instructions, checklist items, notes, and attachments and perform the required activity steps.

This example illustrates the fields and controls on the Work Order Inspection Plans– Other Logistics Activity Detail Page. You can find definitions for the fields and controls later on this page.

 Work Order Inspection Plans Other Logistics Activity Detail Page

Note: Checklist items are key to Other Logistics type, as data entry for them are used to signal when the activity begins and ends.

Instructions

The Instructions link is available for all the activity types.

Field or Control

Description

Step

Enter the step sequence.

Instruction

Enter the activity instruction, if you have any instructions to be considered during the inspection.

Checklist

The Checklist link is available for all the activity types.

Field or Control

Description

Checklist Type

Select an option to indicate whether the particular checklist item needs to be performed before or after the activity.

Required

Select the check box to indicate that it is mandatory to perform the checklist item.

Checklist Description

Enter the description about the checklist item.

Notes

The Notes link is available for all the activity types.

Field or Control

Description

Title

Enter a title for the note pertaining to the activity.

Note

Enter any notes about the activity.

Attachments

The Attachments link is available for all the activity types.

Field or Control

Description

Description

Enter a brief description about the attachment.

File Name

Enter the attachment’s file name.

Attach

Select to upload the required file.

See WO Inspection Page.

See Work Order Inspection-Activity Detail Page.