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Adding Inspection Tasks and Indicators to CPR Action Plans

When an action plan’s recommended task is condition-based maintenance, failure-finding maintenance, or scheduled restoration/discard, you can include the following:

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Inspection task – An inspection task is a standard task that lists the indicators to be read to perform an asset inspection. You can add an existing standard task to the action plan or create one from scratch or from a template. When you create an inspection task from scratch, you can add new indicators or specify a dynamic route to collect existing indicators for route assets.

In the analysis’ mode settings, you can specify that indicators are added automatically to inspection tasks. In this case, when you add a manually-collected indicator to the action plan, it is added to the assigned inspection task. Similarly, when you add an inspection task, any manually-collected indicators currently on the action plan are added to it.

Tip: You can also add an inspection task to one or more action plans at the same time from the context of the standard task. See Linking a Standard Task to Action Plans.

•	Indicators – Create or browse for individual indicators to be read when the task is performed.

Tip: After you have added an indicator to an action plan, you can right-click it in the table and click Review Request Details. The Review Request Details dialog appears:

You can specify the reliability program update required. When the action plan is marked “Facilitation Completed” or “Implementation Completed”, the request is created automatically.

Note: If you create an indicator for an action plan and wish to remove it, you can also delete it from APM, as long as it is not used anywhere else. If it is included on action plan, you can remove it from the current review but not from the system. If the indicator is used on a standard task, a confirmation dialog appears when you attempt to delete it. You can choose to remove the indicator only from the action plan or to delete it from the action plan, the standard task, and the asset. In this case, the indicator is removed from APM altogether.

Tip: To view consolidated information about a review’s action plans, recommended actions, corrective tasks, indicators, and projects, select the Implementation view.

This topic explains how:

•	To Add an Existing Inspection Task to an Action Plan

•	To Add a New Inspection Tasks

•	To Add Indicators to an Action Plan

To Add an Existing Inspection Task to an Action Plan

1.	Open the Maintenance Action Plan window and select the appropriate Action Plan tab.

2.	Make sure that editing is enabled.

3.	Select the Inspections tab:

4.	To add an existing standard task, click the browse icon (, select the task, and click OK.

5.	Select the next inspection date for the inspection task. The inspection task is displayed in the Inspections and Inspection Task tabs.

To Add a New Inspection Tasks

1.	To create an inspection task, click . The New Inspection Task dialog appears. For example:

Task details, such as expected frequency, are provided by the action plan.

2.	To add the action plan’s indicators to an existing standard task:

•	Click Add to existing task:

•	Enter a task number or click the browse icon () to open the Standard Task Selector dialog. Select a task and click OK. The standard task number and name are shown in the New Indicator Collection Task dialog.

3.	To create a standard task, click Create a new task. You can create the task from a standard task template or from scratch, as explained in the following steps.

4.	To create the task from a template:

•	Click From Template. Enter the template number or click the browse icon () to select a template. The template number and name are shown in the dialog. The template’s indicators are listed in the “Indicators to include” table. For example:

•	Review the template’s indicators for inclusion in the standard task. You can move indicators between the “include” and “exclude” tables using the arrow buttons.

Tip: You can restore excluded indicators to the standard task after it is created. See “Editing a Standard Task that is Based on a Template”.

•	Click OK. The new task’s number and title are shown in the Inspections tab. The Standard Task window opens, where you can review and modify the task.

5.	To create the task from scratch:

•	In the New Inspection Task dialog, the action plan asset is displayed by default. To select another asset, click the browse icon () in the Asset box and select the asset. The asset number and name are displayed in the dialog.

•	Select a work type from the list.

•	Enter a descriptive title for the new task.

•	Select a collection set, if appropriate. Collection set is one of the matching criteria that can be used to select indicators for a standard task’s dynamic inspection route.

Values for expected frequency, operating condition, maintenance group, and technology are copied from the action plan.

6.	The options in the Indicator collection information area are enabled if the analysis’ failure mode options allow indicators to be automatically added to the inspection task. Select whether dynamic or static indicators are added to the task.

Select whether dynamic or static indicators are added to the task:

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Dynamic indicators are automatically added to a work order task or checksheet when the list of indicators to read is generated from the standard task. The indicator is included if its properties match the selection criteria defined in the standard task’s dynamic route. The properties can be any of trade, expected frequency, operating condition, maintenance group, technology, and collection set.

•	Static indicators are added manually to the standard task.

7.	If you plan to add dynamic indicators to the task:

•	Click Dynamic indicators.

•	Specify the route asset for the task. A route asset is typically a system asset or large piece of equipment with one or more indicators to be read as part of an inspection task or PM inspection route. Route assets are listed on the standard task in the order in which they are visited.

•	Specify the route sequence of the asset. The sequence number indicates the order in which the asset is to be visited during inspection.

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Select a collection group, if appropriate. The collection group is a selection criterion for the dynamic route. Collection groups typically identify a location on large assets, for example, the first floor or second floor. Because a large asset can be included more than once on the same route, the collection group is used to pinpoint the stop.

8.	To add static indicators to the task:

•	Click Static indicators.

•	Set the first indicator’s sequence number.

9.	Click OK. The new standard task window appears. You can edit the task as required and click OK to close the window. The task number and title are shown in the action plan’s Inspection task boxes. The Inspection Task tab is added, where the task, next inspection date, and description are displayed.

10.	Select the next inspection date for the inspection task.

For more information, see Setting up Standard Tasks.

To Add Indicators to an Action Plan

1.	Select the appropriate action plan tab and the Inspections tab. For example:

Note: The Next Inspections tab lists any degradation indicators that have been added to the action plan. For each indicator, the table displays information such as the inspection factor that resulted from the confidence evaluation, the indicator’s estimated next inspection date, and so on.

2.	To create an indicator, do the following:

•	Click New at the bottom of the tab. The Create New Indicator dialog appears, where you can select either From scratch or From template. To create from a template, select the indicator template.

•	When you click OK, the Indicator window appears, where you can define the indicator.

•	When you are finished, save the indicator and close the window. The indicator is listed in the table.

For more information, see Setting up Asset Indicators.

Tip: In the Create New Indicator dialog, you can also click Create Multiple to add two or more indicators. The Create Multiple Indicators window appears, where you can specify the number to create, the indicator name, number to add to the name, indicator type, and so on. When you click OK, the indicators are added to the table. You can then open them individually and modify them as needed.

For more information, see Creating Multiple Indicators.

3.	To attach existing indicators or indicator templates to the action plan:

•	Click Browse on the tab. The Browse Indicators dialog appears.

Show circuit assets’ indicators is available and selected when the asset that you are filtering on represents a circuit. When selected, the option filters the list to include only indicators for assets included in the circuit.

•	Find and select one or more indicators or templates to add to the action plan. You can select indicators for the same or a different asset.

•	If you select an indicator on the action plan’s asset, the action plan will link to the indicator. A new indicator will not be created for the action plan.

However, if you select another asset’s indicator, you have the option of either copying or linking to the indicator. If you select Copy the indicators selected, a new indicator is created and assigned to the asset referenced on the action plan. If the action plan is deleted in the future, the indicator is also removed from the system. If you wish to link to an existing indicator instead of copying it, click Link to the indicators selected.

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Click OK.

Tip: You can also add an indicator or indicator template to an action plan by dragging it from a list of indicators on the site and dropping it onto the action plan.

Tip: You can change the position of an indicator in the table by selecting it and clicking Move Up or Move Down.

4.	Add collection notes or other information that the implementer will need in the Indicators and states notes box.