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Adding Inspection Tasks to Failure Records

You can add checksheets to an open failure record to track the condition of the asset. Create and manage inspection actions using failure follow-up actions. Each action includes a sequence number, action type, description, due date, employee assignment, and action status. The document thus provides a record that can be tracked by due date, owner, and status.
Each failure follow-up action is categorized by type:
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Follow-up work – Create work requests and work orders or, if APM has been configured to interact with SAP, maintenance orders and notifications. The APM or SAP documents are listed on the Corrective Tasks tab
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Inspection – Create indicator checksheets, which are then listed on the Inspections tab
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Mitigation – Create mitigation actions, which are then listed on the Mitigation tab
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Other – Describe and assign a general action
When you add a checksheet as a follow-up action on a failure record, the checksheet’s Properties view, Source tab displays the failure record and action type.
Tip: You can view a list of failure follow-up actions for the site. In the Performance Management view, select the Failures and Downtime tab, and the Failures tab. Select “Failure actions by due date” in the configuration list.

To Add a Checksheet to a Failure Record

1.
Open the Failure or Anomaly window. On the Activities view, select the Actions tab.
2.
Click New. The Failure Action dialog appears. Here is an example where APM work documents are used:
3.
By default, APM assigns a consecutive sequence number to the action. If the failure record requires two or more actions, you can use sequence numbers to indicate the order in which they should be completed.
Tip: In the Activities view, the Actions tab provides Move Up and Move Down buttons to change the order of the actions as well as their sequence numbers.
4.
In the Action type list, select “Inspection”. The Failure Action dialog changes as follows:
5.
In the Action box, provide a brief description of the required action.
6.
Provide information used to track the failure action:
Setting Name
Description
Due date
The date when the action’s tasks are expected to be completed.
Assigned to
Employee assigned to perform and monitor the follow-up action.
Status
Failure action statuses are defined for your organization to track the progress of failure actions from creation to completion.
7.
Select the Description tab to provide more information about the failure action.
8.
In the Action tab, click New. The New Checksheet dialog appears. For example:
9.
Select the source for the checksheet:
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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.
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To create a single 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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Select None to create an ad hoc checksheet. In the blank checksheet, you can select the indicators to read. You can also link the checksheet to a work order task on the Properties view, Source tab.
10.
The Asset box is available when the source is a standard task or “None”. If you selected None, the failure’s asset is selected. You can browse for an asset if needed.
11.
Select a checksheet type if appropriate for your organization. Checksheet types can provide functionality (for example, modification and repair inspection features), control approval requirements, and make checksheet subtypes available.
12.
By default, the Recorded by box displays the employee who reported the failure. You can click to open the Employee Selector dialog, listing only employees with the Inspector, data collection role. Select the employee to collect the indicator readings and click OK.
13.
The Planned start date box shows the current date and time by default. You can change this information, if required.
14.
Click OK. The New Checksheet dialog closes and the checksheet is listed in the Failure Action dialog.
15.
When you have finished adding checksheets, click OK. The Failure Action dialog closes and the action is added to the tables in the Actions tab. The Inspections tab lists the checksheets.
16.
Open the checksheets and set their properties as needed. For more information, see Creating Checksheets.