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8/12/2019 TM-V4-007 Work Logs - IT
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Visions Enterprise
Training Manual
Version 4.0.1.28 TM-V4-007 Revision #: 0 Date: 7/18/2007 Page 1 of 12
VISIONS 4 TRAINING MANUAL
WORK LOGS: INSPECTION TASK (TM-V4-007)
1 PURPOSE
A Visions Inspection Task (IT) is an inspection document used to detail one time or recurringinspection activities that will be completed by the inspector or 3rd party contractors under theirsupervision.
2 DESCRIPTION
2.1 Definition
An Inspection Task deals mainly with stationary pressure equipment and piping, but is also usedto support inspection activities for other types of equipment such as pumps, compressors,sewers, etc. where inspection involvement is required.
MAJOR equipment cannot own an Inspection Task. They must be created in the
MINOR equipment(s) associated with the MAJOR equipment.
2.2 Configuration
Users with Visions Administrator privileges can use the Visions Administrator module to configuresome of the Inspection Task fields for mandatory entry. This provides for data entry and reportgeneration consistency. For further details see Visions Security Module #TM-V4-001.
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Visions Enterprise
Training Manual
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In the example below, the ‘Activity Code’ field has been made mandatory.
With the Windows ‘Tool Tip’ activated, the ‘Activity Code’ field is colorized.
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Visions Enterprise
Training Manual
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2.3 Inspection Task Sections
The Inspection Task form is divided into 3 sections: Equipment, Details and Contents.
2.3.1 Equipment Section
FIELD FUNCTION
Plant ID Defaulted from Equipment Index
Equipment Number Defaulted from Equipment Index
Equipment Name Defaulted from Equipment IndexEquipment Type Defaulted from Equipment Index
2.3.2 Details
FIELD FUNCTION
Work Order No. Cross referenced from a maintenance programsuch as SAP or JDE
Memo No. Generated by Visions
Date Created The date the IT is created.
Equipment/Component Defaulted to ‘Equipment’. The radio button isused to select ‘Component’.
Component Code A limited list of codes used to define the typeof component.
Memo Type (IT/WR) Defaulted to IT.
Title: The Title should be a clear concise subjectdescription as it will appear in the Work Logand help identify the Inspection Task in thefuture.
Job File No Unique identifier based on WO# or Project #.
Priority Code Based on user’s best judgment, may be linkedto SAP or JDE
Activity Code A limited list of codes used to define the typeof IT
Extent Full, Partial Recurring or Partial Non-Recurring.
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Visions Enterprise
Training Manual
Version 4.0.1.28 TM-V4-007 Revision #: 0 Date: 7/18/2007 Page 4 of 12
Inspector Name
Department Requesting Department; in VISIONS there are4 choices: Operations, Engineering, Inspectionor Maintenance.
ERP Notification Required Trigger that identifies communication betweenSAP and Visions.
2.3.3 Contents
2.3.3.1 Access & Scheduling
FIELD FUNCTIONGeneral
Prob/Failure Code A limited list of codes used to define the reasonfor the IT
Cleaning Code A limited list of codes used to define anycleaning requirement
Surface Prep A limited list of codes used to define anysurface preparation requirement
Paint Code A limited list of codes used to define anycorporate/site-specific painting codes
Repair Type Corporate/site-specific “general” classification
Auditable Select if audit function is required
Estimated Hours Estimated hours to complete the IT
Est. Labour Cost Estimated cost to complete the IT
Access Required Select if access is required
Sentry Select if safety watch is required
Actual Hours Actual hours to complete the IT
Actual Labour Cost Actual cost to complete the IT
Permit A limited list of codes used to define the typeof permit required
Lighting Required Select if lighting is required to complete task.
Est. Material Cost Estimated material cost for the IT Bill OfMaterials.
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Training Manual
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Actual Material Cost Actual cost of IT materials.
Stream External-On, External-Off or Internal.
Insulation Removal Select if insulation must be removed to performthe required work.
Major Work Work flagged by a corporate cost standard.Reason for Work Scheduled, unscheduled or opportunistic work.
Cause The reason the IT has been generated.
Management of Change Select if the IT is part of a MOC.
Degradation Method Linked to an active RAID list.
Completed By
Scheduling Details
Status Open, Complete or Closed.
Reason Closed Specify why inspection was not completed.
Due Date Date the inspection is due to be finished.
Date Completed This read-only date field is set to the date thatthe user selected when changing the Status
field to ‘Completed’.Calc Due Date Field used for a Partial recurring IT.
Work Event
Use to include the IT in a list of available WorkEvents
Work Template
Identifies which Work Template the IT wascreated from.
Linked Inspection Report
Identifies the IR the IT is linked to. Comesfrom IR Work Memo. See IR Module#TM-V4-010.
2.3.3.2 Problem Description
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Outline the required inspection task in sufficient detail to describe what is required and to justify the required work, keeping in mind that this description will serve as part of thepermanent history of the equipment.
2.3.3.3 Proposed Disposition
Detail the recommended means of completing the task.
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2.3.3.4 Work Description
Describe the requirements to complete the task.
2.3.3.5 Action to Date
Used to list what portion of the Inspection Task has been completed.
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2.3.3.6 Approvals
Corporate/site-specific. Based on the users’ security, these fields may not be accessible.
See Security Module #TM-V4-001.
2.3.3.7 Distribution
Corporate/Site specific. Selections are based on the distribution list created in Lookup
Data|Distribution List.
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Training Manual
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2.3.3.8 References
Reference one or multiple WRs, ITs or IRs related to a similar task.
2.3.3.9 Attachments
Supporting documents such as, but not limited to, catalogue information, vendor
information, photographs, inspection sketch, etc.
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3 CREATING A NEW INSPECTION TASK
To create a new Inspection Task, the user must use the Equipment Index screen to select thedesired Equipment Number.
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Double click on the selected equipment number which will open the Summary tab for thespecified equipment and present the Overview tab. Right mouse click on Inspection Task andthen select New:
Note that Visions creates a new Memo Number and includes it in the Overview.
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The Inspection Task is now ready for to be processed.
4 EXAMPLES/EXERCISES