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VAIL-Plant® Version 14.8.14.1INSPECTION SCHEDULING MANAGEMENT SYSTEM (ISMS) USER MANUAL
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7/18/2019 VAIL-Plant ISMS User Manual
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VAIL-Plant v14.8.14.1 User Manual
Prepared by : Amee Trivedi Reviewed by: Gulzar Ahmad Page: Page 3 of 39
Approved by : Shahid Kalair Date : September 2014 Revision : 1.4
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1 PURPOSE
The purpose of this document is to present a clear and concise procedural outline for using ISMS
module of VAIL-Plant so that the user may be able to utilize all its features. We have listed step-
wise procedures for performing tasks along with screenshots to aid practical understanding.
This document details the methods of using features of the module such as scheduling
inspections, performing NDT recording, accessing PIE Reports, going through the workflow of
reviews and approvals, determining the next inspection date etc.
It is assumed that the operator is familiar with MS Windows, MS Office and so this is not
covered in this document.
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2 SOFTWARE SUPPORT
Users may contact Applus Velosi for software support on technical issues using the following
contact details.
Email ID: [email protected]
Office Address:VELOSI ASSET INTEGRITY LIMITED,
Marina Plaza Building, Suite No. 402,P.O. Box: 114192,
Abu Dhabi (UAE)
Website: www.applusvelosi.comTelephone: +971 2 6349815
Fax: +971 2 6349816
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3 SYSTEM REQUIREMENTS
This section details the system requirements on both the server and client sides in order to run VAIL-
Plant.
3.1 Application Software Requirements
There are two different options for deploying VAIL-Plant on the server and client. Both options
have been detailed below.
1) VAIL-Plant installed on server
For this option, the VAIL-Plant Application software will be installed on a Server and the client machineswill run this installation from a shortcut to a network drive.
Server Side Software Requirements
VAIL-Plant application
SQL Server 2005 Express Edition or Above
Microsoft Windows Server 2003 or above
Microsoft Chart Controls 3.5.0 or higher
Crystal Reports 10.0
Microsoft office package 2003 or higher as utility for data exporting and reporting purposes
Client Side Software Requirements
Microsoft Windows XP (Service Pack 2), Vista or 7
Microsoft .Net Framework 3.5 or above
Microsoft Charts
2) VAIL-Plant installed on each PC
For this option, the VAIL-Plant Application software will be installed on each client machine.
Server Side Requirements
SQL Server 2005 EE OR Above
Microsoft Windows Server 2000 or above
Client Side Requirements
Microsoft Windows XP (Service Pack 2), Vista or 7
Microsoft office package as utility for data exporting and reporting purposes
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Microsoft .Net Framework 3.5 or above
VAIL-Plant application
Microsoft Chart Controls 3.5.0 or higher
Crystal Reports 10.0
Microsoft office package 2003 or higher as utility for data exporting and reporting purposes
3.2 Hardware Requirements
Application Hardware Requirements
Below are the minimum hardware requirements for running VAIL-Plant application:
Pentium class processor, 2.1 GHz (recommend Core i3 Class)
1 GB Available RAM (recommended 2 GB)
1 GB hard drive space minimum on installation drive (recommended 50 GB)
Database Hardware Requirements
The VAIL-Plant Database will store a lot of information, and will increase in time. Attached documents
can be stored within the Database using BLOB and CLOB fields. They can also be stored out-with the
database. If storing documents in the Database, the size of that Database is likely to increase considerably.
Therefore, it is impossible to determine exactly how much hard drive space would be required for VAIL-
Plant Database. It is recommended to store out-with the database to attain good performance from
database. The information below is only a rough guide.
At least 8GB hard drive space
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4 SOFTWARE INSTALLATION
Software installation instructions are provided in the VAIL-Plant Installation Manual Revision
1.2. In this manual, we consider that the software has been successfully installed using the
information provided in the Installation Manual. The installation places one shortcut on the
user’s desktop as well as two menu items in the program menu.
5 SOFTWARE STARTUP
5.1 Startup
The software can be started using either of two methods:
1) The VAIL-Plant Installation shortcut on desktop
Figure 5-1 VAIL-Plant Desktop Shortcut
The desktop shortcut of the VAIL-Plant Installation is the easiest method to start VAIL-
Plant. Double click the icon highlighted in the above screenshot to start the application.
2) The VAIL-Plant Installation shortcut from the program menu
Click the Start icon and select “All Programs”. Go to the folder named “VAIL-Plant”. On
clicking this folder, an icon of VAIL-Plant application shall appear. Click once on the
icon in order to start the application. The figure below illustrates the shortcut icon for
Windows 7.
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Figure 5-2 Program Menu VAIL-Plant Shortcut
5.1.1 User Login
Figure 5-3 Login screen
Every time the user starts VAIL-Plant, a login screen as shown in the above screenshot will bedisplayed. A valid username and password will be required for login. These will be provided by
the administrator.
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5.2 Dashboard
Successful login gives way to the VAIL-Plant®
dashboard as shown in the figure below. All
these modules are also located on a ribbon and are accessible from every screen of VAIL-
Plant®. User shall be able to click on only limited icons, based on the settings configured by the
administrator for the assigned user group. The rest of the icons shall be inactive. On the
dashboard, an active module icon is one whose border turns black in color when you place your
mouse over it. Clicking the ISMS icon opens up the ISMS module.
Figure 5-4 Dashboard
5.3 Button Ribbon
On entering the ISMS module, the screen as shown in the below figure shall appear. There is a
ribbon containing button icons of all VAIL-Plant modules at the top of the screen. This ribbon is
accessible from every screen of the application and is used for easy navigation across modules.
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Figure 5-5 ISMS Module Interface showing Button Ribbon highlighted
The ribbon contains button icons for all the modules of VAIL-Plant each for a different set of
equipment. It also contains the functions of logging off and closing the application. This ribbon
is always accessible from any screen of the application. Some of the important button icons on
the ribbon are listed below.
5.3.1 ISMS (Inspection Scheduling and Management System)
ISMS module is accessed via the ISMS icon in the ribbon. ISMS module manages Inspection
scheduling, approving, dispatching, and recording of engineering data gathered during an
inspection. It also manages the workflow of review and approval of this data and facilitates PIE
reports, their review and approval. Therefore, it is named as Inspection Scheduling and
Management System.
5.3.2 COMPANY Button
COMPANY setting form is accessed via the Company icon in the ribbon. Company form
provides the information of a company which will use VAIL-Plant and administrator can edit or
update this information according to his company profile.
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5.3.3 LOG OFF Button
User can log-off application by clicking on the Log-Off button icon in the ribbon. Clicking this
button will return user to the login screen.
5.3.4 CLOSE Button
VAIL-Plant can be closed by clicking on the CLOSE button icon in the ribbon.
5.4 User Details
The bottom right corner shows the username with which the user logged into the software. This
username is based on their roles and responsibilities. It also shows the login time, Server name
and database time. It has a link to change the password.
Figure 5-6 User Details
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6 ISMS (Inspection Scheduling Management System)
This section deals with creating an Inspection order. This module can be used to schedule
inspections for any module such as PEMS, SIMS and PSVMS etc. An Inspection order may go
through the following phases before being closed:
Scheduled (Planned against a range of dates)
Approved (Scheduled Inspection)
Pending (Before execution date)
Executed
Reviewed
Completed
Accepted
Backlog (When 30 days have passed after the Inspection Date)
Rejected
The detailed logic flow for the process along with the roles involved is shown in the
diagram on the next page.
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Figure 6-1 Logic Flow Diagram
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6.1 How to enter into the ISMS module?
There are two ways to get into the ISMS module:
1) By dashboard
After logging in, click on the ISMS icon on the Dashboard screen as illustrated in the
screenshot in figure 5-5.
2) By clicking on the ISMS button from the ribbon
If you are already within the application, working on another module, click on the ISMS
(Inspection Schedule Management System) button on the Button Ribbon as shown in the
screenshot below.
Figure 6-2 Inspection Scheduling Management System
6.2 How to schedule an Inspection?
The Inspection Planning Coordinator (IPC) only has the permission to schedule an Inspection.
An Inspection for an asset must first be planned as described in the chapter on ‘Inspection
Planning’. The data entered shall then appear on the ISMS screen.
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1) Enter ISMS Module. The screen as shown in figure below shall appear. The ‘Schedule
New Inspection’ tab is active by default.
2) Select the required module from the dropdown ‘Insp Module’. Each of the modules:
PEMS, PSVMS, SIMS, LEMS and MEMS are options in this dropdown.
3) Select the required asset by selecting the appropriate values in the fields ‘Area’, ‘Train
Number’, ‘Plant Number’, ‘Equipment Type’ and ‘Equipment Number’.
4) Specify the number of days of the Inspection or the range of dates using the ‘From Date’
and ‘To Date’ fields. Click on ‘Set’ or ‘OK’ respectively. All the Inspection tasks created
for this asset through the ‘Inspection Plan’ tab are displayed on the screen as shown in
figure below. There is a color code as displayed on the screen to distinguish the status of
the Inspection.
Figure 6-3 Scheduling an Inspection
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Figure 6-4 Naming the Inspection Pack
5) Check on the box/es against any pending Inspection record/s and click on the ‘Schedule’
button located in the lower left corner of the screen. A dialogue box as shown in Figure
above shall appear. The first dropdown field in this form contains a list of all existing
Inspection packages (scheduled beforehand) as well as one option as “Create New”. If
you want to create a new Inspection package, then select the “Create New” option in the
first dropdown as shown in the above screenshot and enter a name for the Inspection
schedule. If you want to add the selected inspection/s to an existing Inspection package,
then select the existing Inspection package name from the first dropdown. This name will
be auto populated in the second text box.
There is an option to retain the inspection techniques contained in the PIR of the selected
records or to manually select the inspection techniques by checking the required itemsfrom a list on this form. On clicking OK, the selected inspection/s will be added to the
specified Inspection package.
In the manual selection, all the inspection techniques covered in VAIL-Plant for that
particular module are listed as options. For each of these techniques, specific forms shall
be available for recording.
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For instance in PEMS module, the inspection techniques available for manual selection
are:
Visual Inspection, UT Gauging, UT Scanning, Radiographic Testing, Magnetic Particle
Inspection, Dye Penetration Testing, Automated Ultrasonic Testing, UT Chime, Pressure
Testing, Hardness Testing, Cathodic Protection Testing, Eddy Current, Surface Eddy
Current, Phased Array Inspection, TOFD, TGI, IRIS and General Technique.
The record/s shall change color to grey on the Inspection Scheduling screen indicating
that they are now in the scheduled status and disallows selecting these records for
scheduling again until they complete their present inspection cycle.
The IPC user may select any record and raise notification or create work order for it in
SAP before scheduling its inspection by clicking on the “Create Notification” and
“Create Work Order” buttons. This is detailed in section 6.9.
For the course of this manual, let us consider that we create two different Inspection
packages named “Insp Schedule 1” and “Insp Schedule Non- NDT”.
6.3 How to approve an Inspection?
The Plant Inspection Engineer (PIE), Lifting Equipment Engineer (LEI), Corrosion and
Metallurgical Engineer (CME) and Painting and Insulation Inspector (PII) have the permission to
approve a scheduled Inspection.
The PIE has the control to determine which records need NDT (Non Destructive Testing) and
which do not. Below are the steps to approve an Inspection.
6) The PIE enters the ISMS Module.
7) Click the ‘Approve Inspection’ tab. The screen as shown below shall appear.
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Figure 6-5 Approving an Inspection
8) Select the Inspection package name from the ‘Insp Package’ dropdown. Here the PIE
may uncheck “NDT Required” checkbox for those records for which NDT is not
applicable. By default, all records are marked as NDT Required. This step onwards,
records marked as NDT required follow a different workflow route than the records
marked as NDT not required.
To facilitate better understanding, let us consider that the IPC has scheduled two
Inspection packages, naming the Inspection package with records needing NDT as “Insp
Schedule 1” and those not needing NDT as “Insp Schedule Non-NDT”. On being
scheduled, records are not differentiated as per their NDT requirement. So, let us consider
that PIE marks all the records in “Insp Schedule 1” as NDT Required and all records in
“Insp Schedule Non-NDT” as NDT not required. The latter is illustrated by the
screenshot below.
9) The inspection techniques to be included in the inspection can be edited by clicking the
“Update Tasklist” button shown in the screenshot below. On clicking this button, a form
shall come up showing a list of inspection techniques with those techniques checked
which were selected while scheduling the inspection. It is possible to change the selection
by clicking on the checkbox along the technique and clicking the “Update” button.
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10) The Attachments button is provided for attaching any relevant documents to the
inspection.
Figure 6-6 PIE marking records as Non-NDT
11) The ‘Select All’ checkbox allows you to select all the scheduled equipments in the
package at one. This option is helpful if you want to approve all records or reject all
records. You may also click the checkbox against each required record one by one toselect individual scheduled equipments.
12) Click on the ‘Approve’ button to approve an Inspection pack or selected individual
equipments. Click on the ‘Reject’ button to reject.
13) The LEI, CME or PII can also perform approval of records where NDT is not required.
14) Once approved, the records requiring NDT queue up for dispatch with the NDT user,
while the Non-NDT records queue up for dispatch with the PIE, LEI, CME and PII.
6.4 How to dispatch an approved Inspection?
a) For “NDT Required” Records
The Non-Destructive Testing Engineer (NDT) has the permission to dispatch an
approved Inspection.
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Below are the steps to dispatch an Inspection.
1) NDT Engineer enters the ISMS Module.
2) Click the ‘Dispatched’ tab. The screen as shown below shall appear.
Figure 6-7 Dispatching an Inspection
3) Select the “Insp Schedule 1” package from the drop down combo box and check
approved equipments all in once within selected Inspection Pack or check
Individual equipment based on the requirement.
4) NDT Engineer then dispatches the Approved Inspection Pack or approved
equipment by clicking on the “Dispatch” button. There will appear a dialogue box
asking if you want to print the dispatched inspection details. Click ‘Yes’ or ‘No’,
depending on whether you want to print.
5) After dispatching, the record/s shall queue up for NDT recording with the NDT
user.
b) For non NDT Required Records
PIE, LEI, CME and PII have the permission to dispatch an approved Inspection.
Below are the steps to dispatch an Inspection.
1) PIE/ LEI/ CME/ PII enters the ISMS Module.
2) Click the ‘Dispatched’ tab. The screen as shown below shall appear.
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Figure 6-8 Dispatching an Inspection – PIE
3) Select the “Insp Schedule Non-NDT” Package from the drop down combo box and
check approved equipments all in once within selected Inspection Pack or check
Individual equipment based on the requirement.
4) NDT Engineer then dispatches the Approved Inspection Pack or approved
equipment by clicking on the “Dispatched” button. There will appear a dialogue
box asking if you want to print the dispatched inspection details. Click ‘Yes’ or
‘No’, depending on whether you want to print.
5) After dispatching, the record/s shall queue up in the In-Progress tab with the PIE,
LEI, CME or PII users.
6.5 How to perform NDT recording for an Inspection In-Progress?
The Non-Destructive Testing Engineer (NDT) only has the permission to perform NDT
Recording.
This is applicable only to records which require NDT.
Below are the steps to perform NDT recording for an Inspection.
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1) NDT Engineer enters ISMS Module.
2) Click the ‘In Progress’ tab. The screen shown below shall appear.
Figure 6-9 Entering NDT Records
3) Click the ‘Edit’ button against the equipment you want to record data for.4) The dialogue box as shown in the below screenshot shall appear. Click on the
‘New’ button and enter the NDT readings for the NDT method such as Visual,
UTG, UTS, RT, MPI and DPT etc. as applicable to the Inspection. Only the
Inspection techniques included in the PIR of the record or those manually selected
at the time of scheduling the inspection shall remain enabled for editing on this
form.
5) Click on ‘Save’ after you are done entering information. You can also attach a file
by browsing the file using the ‘Attachments’ section.
6) Click on the ‘New’ button in the ‘Position’ section to record additional
information. Records can also be imported by making use of the excel template
available for downloading from the “Download template” link. After filling this
template and saving it on the computer hard disc, the “Load Excel” button is used
for uploading the records to VAIL-Plant. Click ‘Save’ once you are done entering
or loading the information. A report of the entered data may be accessed by
clicking on the Report button.
7) Click on ‘Remarks and Comments’ button to enter any comments.
8) Click on the ‘Submit’ button to save the NDT records.
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Figure 6-10 New NDT Record
6.6 How to perform recording for Non-NDT Inspection In-Progress?
The PIE, LEI, CME or PII have the permission to perform Inspection Recording.
This is applicable only to records which do not require NDT.
Below are the steps to perform recording for an Inspection.
1) PIE/ LEI/ CME/ PII enter ISMS Module.
2) Click the ‘In Progress (Non-NDT)’ tab. The screen shown below shall appear.
Figure 6-11 Dispatched non-NDT Inspection Records
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3) Click the ‘Inspection’ button against the equipment you want to record data for.
4) The dialogue box as shown in the below screenshot shall appear. Click on the
‘New’ button and enter the readings. Click on ‘Save’ after you are done entering
information. You can also attach a file (.jpeg) by browsing the file using the
‘Attachment’ section.
5) Click on the ‘New’ button in the ‘Position’ section to record additional
information. Records can also be imported by making use of the excel template
available for downloading from the “Download template” link. After filling this
template and saving it on the computer hard disc, the “Load Excel” button is used
for uploading the records to VAIL-Plant. Click ‘Save’ once you are done entering
or loading the information. A report of the entered data may be accessed by
clicking on the Report icon button.
6) Click on ‘Remarks and Comments’ button to enter any comments.
7) Click on the ‘Submit’ button to save the records.
Figure 6-12 New NDT Record
The PIE report may be accessed for entering inspection related data by clicking on the “PIE
Report” button on the form shown in the above screenshot. If this button is disabled, the
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administrator needs to be contacted for logging into the Control Panel and selecting “Yes” for
the “Create Work order” and “Create notification” options in the Velosi-Settings tab.
6.7 How to view Inspections?
All users can view Inspections. Below are the steps to view scheduled Inspections.
1) Enter the ISMS Module.
2) Click the ‘View Inspection’ tab. The screen as shown in the screenshot below shall
appear.
Figure 6-13 Viewing Inspections
3) All scheduled Inspections are viewable from this screen. The records are color coded as
per their status (Pending, Executed, Scheduled etc). This color key is mentioned on the
screen.
4) User can filter and search Inspection/s by filling in any of the fields such as Plant,
Inspection status etc. with the required value and then clicking on the ‘Search’ button.
5) Click the ‘Clear’ button to reset the fields you filled in to perform search.
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6.8 How to review NDT Records and perform PIE Reporting?
The Plant Inspection Engineer (PIE) only has the permission to perform NDT Review
and PIE Reporting.
Below are the steps to perform NDT review for an Inspection.
1) PIE enters the ISMS Module.
2) Click the ‘NDT Review’ tab. The screen as shown below shall appear.
Figure 6-14 Reviewing NDT Record
3) Select the Inspection package from the ‘Insp Package’ dropdown.
4) Click on the ‘Edit’ button against the NDT record you want to review. The Inspection
History form in read-only mode, as shown in the below screenshot, shall appear.
Figure 6-15 Inspection History Form
5) Review the NDT record shown. You can enter comments and remarks by clicking on the
‘Remarks and Comments’ button.
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6) Click the ‘Approve’ button to pass the record. Click on the ‘Reject’ button to reject the
record.
To perform PIE Reporting, follow the below steps:
1) Click on the ‘PIE Report’ button shown in the screenshot above. If this button is
disabled, the administrator shall need to be contacted to enable it by selected “Yes” for
the options “Create Notification” and “Create Work order” in the Velosi Settings tab of
the Control Panel.
2) The PIE Report Entry Form as shown in the below screenshot shall appear. Fill in the
data and click on the ‘Save’ button.
Figure 6-16 PIE Report Entry Form
3) Once the record has been successfully inserted, you can click on the ‘Report’ button to
view the data you entered in a report format. The report is shown in the screenshot
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below. Users have the option of emailing this report by clicking on the ‘Email’ button on
the top of the screen for ‘Report’. Finally, click on the ‘Close’ button to close the form.
6.9 How to raise Notification or create Work Order in EAM system?
1) IPC user, PIE user, TLI user and RBI user can create a notification in EAM system by
clicking the ‘Create Notification’ button. For IPC User, the Inspection scheduling screen
has this option, while for the other users the Inspection data recording form shown in
screenshots 6.18 and 6.21 has the Create Notification button. If this button is disabled, the
administrator has the privileges to enable it by logging on to the Control Panel andselecting “yes” for the create notification option in the Velosi Settings tab.
2) On clicking this button, the EAM login screen shall appear as shown in the next
screenshot if you are logging into EAM for the first time.
Figure 6-17 SAP Login
.
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Figure 6-19 Notification created in SAP
3) It is possible to create a work order in EAM system by clicking the ‘Create Work Order’
button. The next screen appears if the SAP login is set already, otherwise, you may be
prompted to enter SAP login credentials. Enter the information on the next screen and
click the ‘Create Work Order’ button. You shall be able to see the details you entered in
the grid on the lower part of the screen.
Figure 6-20 Creation of Work Order in EAM System
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6.10 How to review non NDT Records?
The Senior Plant Inspection Engineer (SPIE) only has the permission to perform review
of non NDT records.
Below are the steps to perform review for an Inspection.
1) SPIE enters the ISMS Module.
2) Click the ‘Action List (SPIE)’ tab. The screen as shown below shall appear.
Figure 6-21 Reviewing non NDT Record
3) Select the Inspection package from the ‘Insp Package’ dropdown.
4) Click on the ‘Inspection’ button against the record you want to review. The Inspection
History form as shown in the below screenshot shall appear.
Figure 6-22 Inspection History Form
5) Review the record shown. You can enter comments and remarks by clicking on the
‘Remarks and Comments’ button.
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6) Click the ‘Approve’ button to pass the record. Click on the ‘Reject’ button to reject the
record.
7) On clicking “Approve”, the screen as shown below shall appear. SPIE must enter the
next Inspection date in this form. The first column is that of Thorough Date and allows a
choice between the planned date, VELOSI RBI date, date suggested by API or any other
third party software and other date (SPIE may enter any date using this option). The
second column is that of Intermediate date and is exercised by the SPIE when he/she
wants to suggest an inspection before the scheduled next inspection.
Figure 6-23 Next Inspection Date – SPIE
6.11 How to approve NDT record and PIE Reporting?
The Senior Plant Inspection Engineer (SPIE) only has the permission to approve NDT
records and to review and update inspection (PIE) Reporting.
Below are the steps to perform NDT approval for an Inspection.
4) SPIE enters the ISMS module.
5) Click the ‘Action List (SPIE)’ tab. The screen as shown in the screenshot below shall
appear.
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Figure 6-24 Approving NDT Record
6) Select the Inspection package from the ‘Insp Package’ dropdown.
7) Click on the ‘Inspection’ button against the NDT record you want to approve/reject. The
Inspection History form as shown in the below screenshot shall appear.
Figure 6-25 Inspection History Form
8) Click on the ‘PIE Report’ button to open the PIE Report Form entered by the PIE.
Review the form and click the ‘Close’ button.
9) Users are returned to the Inspection history form. Users can enter comments and remarks
by clicking on the ‘Remarks and Comments’ button.
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10) Before approving or rejecting the record, it is possible to create a work order in the EAM
system by clicking the “Create Work Order” button.
11) Click the ‘Approved’ button to pass the record. Click on the ‘Reject’ button to reject the
record.
12) If you click the ‘Approved’ button, the following dialogue box shall appear. Select the
appropriate option for the Next Inspection Date and click ‘Save’.
Figure 6-26 Next Inspection Date
6.12 How can TLI perform review of Next Inspection Date?
The Team Lead Inspection (TLI) only can perform the TLI review of NDT as well as non NDT
records.
Below are the steps to perform TLI review for an Inspection.
1) TLI enters the ISMS module.
2) Click the ‘Action List (TLI)’ tab. The screen as shown in the screenshot below shall
appear.
Figure 6-27 TLI Approval for Inspection Record
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3) Select the Inspection package from the ‘Insp Package’ dropdown.
4) Click on the ‘Insp Recording’ button against the record you want to approve/reject. The
Inspection History form as shown in the below screenshot shall appear.
Figure 6-28 Inspection History form
5) Verify the details on the form. You can enter comments and remarks by clicking on the
‘Remarks and Comments’ button.
6) By clicking on the ‘PIE Report’ button, TLI user can access the PIE Report Form
entered by the PIE. He may review the form and update it.
7) Click the ‘Approve’ button to pass the record. Click on the ‘Reject’ button to reject the
record.
8) If you click the ‘Approve’ button, the following dialogue box shall appear. Select the
appropriate option for the Next Inspection Date and click ‘Save’.
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Figure 6-29 TLI Approval of Next Inspection Date
6.13 How to perform RBI approval for Next Inspection Date?
The RBI Engineer only has the permission to perform the final approval for NDT record.
Below are the steps to perform NDT review for an Inspection.
9) RBI Engineer enters the ISMS module.
10) Click the ‘Action List (RBI Team)’ tab. The screen as shown in the screenshot below
shall appear.
Figure 6-30 RBI Approval for NDT Record
11) Select the Inspection package from the ‘Insp Package’ dropdown.
12) Click on the ‘Insp Recording’ button against the NDT record you want to approve/reject.
The Inspection History form as shown in the below screenshot shall appear.
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Figure 6-31 Inspection History form
13) Verify the details on the form. You can enter comments and remarks by clicking on the
‘Remarks and Comments’ button.
14) Click the ‘Approve’ button to pass the record. Click on the ‘Reject’ button to reject the
record.
15) If you click the ‘Approve’ button, the following dialogue box shall appear. Select the
appropriate option for the Next Inspection Date and click ‘Save’.
Figure 6-32 RBI Approval of Next Inspection Date
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6.14 How to view Backlog Inspections?
When an Inspection has not been completed after 30 days pass since the Inspection date,
it is known as a backlog. The SPIE has the permission to view backlog inspections.
1) Enter the ISMS Module.
2) Click the ‘Backlog’ tab. The screen as shown in the screenshot below shall appear.
Figure 6-33 Viewing Backlog Records
3) Select the Inspection package from the ‘Insp Package’ dropdown.
4) Users have the option to remove the Inspection record by clicking the ‘Kill’ button
against the required record. On killing the record, it shall once again become available
for scheduling from the Inspection scheduling screen.
6.15 How to track details of any user?
Only the administrator may track details of user actions. Using this feature, admin can track the
actions performed inside the application by any user after logging into Vail-Plant and the times
at which they were performed.
As shown in below screen, the admin must select the user name whose actions need to be
tracked. Then select the period for which the actions need to be tracked and click ‘Filter’ button.
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Figure 6-34 Track Details