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Setting Default Values for Inspection Routes

A dynamic inspection route is defined on a standard task and comprises a list of assets (ordered in walk-around sequence) and a set of criteria for including the assets’ indicators. When a list of indicators to read is generated using the standard task, indicators with properties that match the criteria are included.
In reliability program settings, you can set default values for inspection routes. When a standard task is created, these values are copied to the route, where the person setting up the route can change them as required.
Inspection routes settings are:
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Indicator selection criteria. When a standard task is created, the criteria are selected by default in the Dynamic Indicators tab.
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Default options for route assets. You can specify that collection group is a matching criterion. You can also decide whether the asset alone or the asset and its descendants is the default selection.
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Default planning lead time. This is the interval between when the list of indicators is generated and when the work is performed.

To Set Default Values for Inspection Routes

1.
From the Site window, select the Reliability Program view and the Settings tab. Select the Reliability Program tab and the Reliability program settings node in the tree.
Tip: You can also select the Administration menu and Reliability Program Settings. The Reliability Program Settings dialog appears.
2.
Select the Policies tab and then the Inspection Routes tab.
3.
Click Edit.
4.
Select standard task defaults:
Setting Name
Description
Trade
When Trade is selected, route assets’ indicators that have matching trades are included in the list of indicators to read.
Expected frequency
When Expected frequency is selected, route assets’ indicators that have matching frequencies are included in the list of indicators to read.
Asset operating condition
When Asset operating condition is selected, route assets’ indicators that have matching operating conditions are included in the list of indicators to read.
Maintenance group
When Maintenance group is selected, route assets’ indicators that have matching maintenance groups are included in the list of indicators to read.
PdM technology
When PdM technology is selected, route assets’ indicators that have matching technologies are included in the list of indicators to read.
Collection set
When Collection set is selected, route assets’ indicators that have matching collection sets are included in the list of indicators to read.
5.
Select route asset defaults:
Setting Name
Description
Route asset and indicator have the same collection group
When this option is selected, route assets’ indicators that have matching collection groups are included in the list of indicators to read.
Asset hierarchy inclusion
Select the appropriate option to base the route asset on just the specified asset or on the asset and its descendants in the physical hierarchy.
6.
Select the default planning lead time, which is the amount of time between generating the list of indicators to read and the performance of the work.
7.
Click Save. New standard tasks will have the defaults you selected.