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Visions Enterprise Training Manual 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 recurring inspection activities that will be completed by the inspector or 3rd party contractors under their supervision.

2 DESCRIPTION
2.1 Definition
An Inspection Task deals mainly with stationary pressure equipment and piping, but is also used to 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 configure some of the Inspection Task fields for mandatory entry. This provides for data entry and report generation consistency. For further details see Visions Security Module #TM-V4-001.

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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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2.3 Inspection Task Sections
The Inspection Task form is divided into 3 sections: Equipment, Details and Contents. 2.3.1 Equipment Section

FIELD Plant ID Equipment Number Equipment Name Equipment Type 2.3.2 Details

FUNCTION Defaulted from Defaulted from Defaulted from Defaulted from

Equipment Equipment Equipment Equipment

Index Index Index Index

FIELD Work Order No. Memo No. Date Created Equipment/Component Component Code Memo Type (IT/WR) Title:

Job File No Priority Code Activity Code Extent


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FUNCTION Cross referenced from a maintenance program such as SAP or JDE Generated by Visions The date the IT is created. Defaulted to Equipment. The radio button is used to select Component. A limited list of codes used to define the type of component. Defaulted to IT. The Title should be a clear concise subject description as it will appear in the Work Log and help identify the Inspection Task in the future. Unique identifier based on WO# or Project #. Based on users best judgment, may be linked to SAP or JDE A limited list of codes used to define the type of IT Full, Partial Recurring or Partial Non-Recurring.
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Inspector Name Department ERP Notification Required Requesting Department; in VISIONS there are 4 choices: Operations, Engineering, Inspection or Maintenance. Trigger that identifies communication between SAP and Visions.

2.3.3 Contents
2.3.3.1 Access & Scheduling

FIELD Prob/Failure Code Cleaning Code Surface Prep Paint Code Repair Type Auditable Estimated Hours Est. Labour Cost Access Required Sentry Actual Hours Actual Labour Cost Permit Lighting Required Est. Material Cost
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General

FUNCTION A limited list of codes used to define the reason for the IT A limited list of codes used to define any cleaning requirement A limited list of codes used to define any surface preparation requirement A limited list of codes used to define any corporate/site-specific painting codes Corporate/site-specific general classification Select if audit function is required Estimated hours to complete the IT Estimated cost to complete the IT Select if access is required Select if safety watch is required Actual hours to complete the IT Actual cost to complete the IT A limited list of codes used to define the type of permit required Select if lighting is required to complete task. Estimated material cost for the IT Bill Of Materials.

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Actual Material Cost Stream Insulation Removal Major Work Reason for Work Cause Management of Change Degradation Method Completed By Status Reason Closed Due Date Date Completed Calc Due Date Actual cost of IT materials. External-On, External-Off or Internal. Select if insulation must be removed to perform the required work. Work flagged by a corporate cost standard. Scheduled, unscheduled or opportunistic work. The reason the IT has been generated. Select if the IT is part of a MOC. Linked to an active RAID list.

Scheduling Details
Open, Complete or Closed. Specify why inspection was not completed. Date the inspection is due to be finished. This read-only date field is set to the date that the user selected when changing the Status field to Completed. Field used for a Partial recurring IT.

Work Event Work Template Linked Inspection Report


Use to include the IT in a list of available Work Events Identifies which Work Template the IT was created from. Identifies the IR the IT is linked to. Comes from 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 the permanent 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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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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Visions Enterprise Training Manual 3 CREATING A NEW INSPECTION TASK


To create a new Inspection Task, the user must use the Equipment Index screen to select the desired Equipment Number.

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Double click on the selected equipment number which will open the Summary tab for the specified equipment and present the Overview tab. Right mouse click on Inspection Task and then 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

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