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Preparing a Modification and Repair Inspection Checksheet

Modification and repair inspection (MRI) checksheets are used to inspect an asset after a major construction project has reached a milestone or completion. Inspection activities ensure that the modifications or repairs are done according to the appropriate standards and codes.
The printed MRI form allows the manufacturer, inspection team, and regulatory inspector to sign off on the activities and add remarks. You can record information from the form in the checksheet, as well as enter the summary, analysis, recommendations. When the inspection is complete, mark the checksheet as closed.
This topic explains the steps required to prepare the checksheet and print the MRI form. It explains how:
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To Create an MRI Checksheet
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To Prepare Inspection Activities
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To Print the MRI Form
For information about updating and closing the MRI checksheet, see Completing a Modification and Repair Inspection Checksheet.

To Create an MRI Checksheet

1.
Select the site’s or asset’s Inspection Management view.
2.
Select the Checksheets tab. This tab shows the checksheets for the site or asset.
3.
Click New. The New Checksheet dialog appears. For example:
If you created the checksheet from an asset, the Asset box displays the asset number and name.
4.
Select the source for the checksheet:
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Select None to create an ad hoc MRI checksheet. This is the usual method for creating an MRI checksheet.
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To create an MRI checksheet from a standard task, select Standard task and click . The Standard Task Selector dialog appears. Select the standard task and click OK.
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To create checksheets for all of the tasks on a standard job, select Standard job and click . The Standard Job Selector dialog appears. Select the standard job and click OK.
5.
If you created the checksheet from the site, the Asset box becomes available. You can browse for an asset, if needed.
6.
Select a checksheet type that supports modification and repair inspection. The checksheet type makes the MRI functionality available and provides activity types.
Tip: Alternatively, you can select Include modification and repair inspection in the Checksheet window’s Properties view. This adds the Modification Inspection view to the window. Select this view and the Activities tab to browse for activity types to add to the checksheet.
7.
The Recorded by box displays your employee name by default. You can click to open the Employee Selector dialog, listing only employees with the Inspector, data collection role. Select the employee to associate with the checksheet and click OK.
8.
The Planned start date box shows the current date and time by default. You can change this information, if required.
9.
Click OK. The Checksheet window appears, showing the Modification Inspection view. For example:
10.
Provide a title, for example, a short description of the modifications or repairs being inspected.
11.
The checksheet status might have been set when the checksheet was created. The status typically indicates the life cycle stage of the checksheet, and the status controls the actions that can be performed on the object, for example, whether MRI information can be updated. To manually change the checksheet’s status, click Change. The Change Checksheet Status dialog appears.
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The New status list contains statuses that can be assigned manually. Select the status. For example:
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Provide additional information in the Comments box.
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Click OK. The dialog closes and the new status is displayed in the Status box.
12.
When APM has been configured to interact with SAP Plant Maintenance, you can link the checksheet to an SAP maintenance order. Next to the Maintenance order box:
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Click the browse icon () to open the Browse Maintenance Orders dialog, where you can select criteria for filtering the list of documents.
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Click to view the list of items. (You can return to the criteria to refine the filters by clicking .)
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Select the SAP document and click OK. The document information is displayed in the Maintenance order boxes.
13.
On the Details tab, fill in the information as needed:
Setting Name
Description
Inspection regime
Government, industry, or corporate standard for inspection.
Examination type
Available types are:
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Construction
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Modifications
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Repairs
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Other
Legal supervision: project
When this option is selected, legal supervision is required for the project inspection.
Legal supervision: in service
When this option is selected, legal supervision is required for the in-service inspection.
Full supervision: internal inspection team
When this option is selected, full supervision is required by the internal inspection team.
Utility / Pressure lines
When this option is selected, utility or pressure lines require inspection.
Material type
The type of material, for example, stainless steel or aluminum.
Material grade
The grade of the material type specifies its properties. Grades are identified by designations assigned by standards organizations, for example, SAE and ASTM steel grades.
Piping classification
Type or purpose of the piping system, for example, power piping or gas transmission and distribution piping systems.
14.
Add reference documents to the MRI checksheet:
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Click New. The Reference Document Properties dialog appears:
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You can change the sequence number to indicate the order of documents.
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Select the location of the document: Internal for standard documents stored in the APM database or External for documents stored outside of APM.
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Select the type of document. The options are:
Construction document
Engineering flow diagram
P&ID
Other
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For internal documents, click the browse icon () to open the Standard Document Selector dialog. Select the document and click OK. Provide the version and sheet numbers.
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For external documents, enter the title, revision number, and sheet reference.
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Click OK. The dialog closes and the document is listed in the Documents table.
15.
You are now ready to review activities, as explained next.

To Prepare Inspection Activities

1.
In the Checksheet window, Modification Inspection view, select the Activities tab. This tab lists the activities provided by the checksheet type. For example:
2.
To add an activity, click New. The Browse Inspection Activity Types dialog displays types that are not currently included in the checksheet. Select one or more types and click OK to add them to the Activities table.
3.
If you need more than one activity of the same type, click the New list and then New. The Inspection Activity dialog appears:
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Select the activity type.
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Select a reference from the list for that type.
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Provide remarks.
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Click OK. The dialog closes and the activity is added to the Activities table.
4.
You can change the order of the activities using the Move Up and Move Down buttons. APM updates the sequence numbers to match each activity’s position in the list.
5.
Review the activities, adding references and remarks as needed. You can double-click an activity to open its properties dialog. Or select the activity in the table and press F2 to open in-line editing. Use the Tab key to move from column to column. When you have finished, press Enter to close in-line editing and move to the next row.

To Print the MRI Form

1.
In the Checksheet window, click the Checksheet menu, point to Print, and click Modification and Repair Inspection. The Print Report dialog appears.
2.
Click Print. The form is printed using the default printer.