PM and Inspection Plans offer a high-level planning capability that is focused on proactive compliance management for large-scale maintenance and inspection programs. 

This article provides information and guidance on these topics related to PM and Inspection Plans.

• PM and Inspection Plan Grid View
  • Filters
  • Data Columns
• Creating a PM and Inspection Plan
• Editing a PM and Inspection Plan
• Deleting a PM and Inspection Plan
• Permissions

PM and Inspection Plan Grid View

PM and Inspection Plans can be accessed and managed (e.g., created, edited) from the PM and Inspection Plan grid view. To access this view:

1. Access the Main Menu from the top-level navigation bar.
2. Select PM and Inspection Plan from the PM, Test, Inspect stack.

Filters

The PM and Inspection Plan grid view allows Users to filter plan entries by: Contract(s), Cycle/Interval, System Element Types (i.e., plans that match at least one selected Type), and Locations (i.e., Plans that match at least one selected Location).

Data Columns

The PM and Inspection Plan grid view displays basic details about each plan, including the number of associated System Elements. The view also displays coverage and on-time performance details based on the schedule and completion of the PM Tasks (i.e., Work Forms) associated with each plan. The following table provides details on the most useful data columns.

Creating a PM and Inspection Plan

To create a PM and Inspection Plan for a defined group of System Elements under a specified Contract:

1. Access the Main Menu from the top-level navigation bar.
2. Select PM and Inspection Plan from the PM, Test, Inspect stack.
3. From the grid commands at the top of the PM and Inspection Plan view, select New. This will open the New PM Plan form.
4. Populate all required form fields:
   1. Contract - Only one Contract can be selected per PM and Inspection Plan.
   2. Name - Enter a concise Name that clearly communicates the nature of the associated PM/Inspection (e.g., devices, recurrence, etc.)
   3. PM Interval, Days - Enter the maximum allowed days between PM/Inspections
   4. System Element Types - Select one or more System Element Types for which the PM/Inspection applies
   5. Work Forms - Select one or more Work Forms that define the work to be performed with the PM/Inspection; Note:
      1. Work Form must be associated with the selected Contract
      2. Work Form(s) must be associated with selected System Element Type(s)
      3. If the desired Work Form does not appear for selection, open the Work Form Details to check these associations.
5. Populate optional fields (i.e., Systems, Locations) if desired.
   1. These fields can be used to narrow the scope of the PM and Inspection Plan. This may be necessary if a different Work Form applies to different Systems or Locations.
6. Click OK when complete

Editing a PM and Inspection Plan

To edit an existing PM and Inspection Plan:

1. Access the Main Menu from the top-level navigation bar.
2. Select PM and Inspection Plan from the PM, Test, Inspect stack.
3. Apply filters along left side of the PM and Inspection Plan view as necessary to identify the desired PM and Inspection Plan.
4. Select the desired PM and Inspection Plan from the grid view.  
5. From the grid commands at the top of the view, select Edit. This will open the Edit PM Plan form.
6. Change form fields values as necessary to amend PM and Inspection Plan scope.
7. Click OK when complete

Deleting a PM and Inspection Plan

As PM and Inspection Plans have no defined workflow or performance history, they can be removed from the InfraLink configuration when they are no longer needed. Users with sufficient Permissions can:

1. Access the Main Menu from the top-level navigation bar.
2. Select PM and Inspection Plan from the PM, Test, Inspect stack.
3. Apply filters along left side of the PM and Inspection Plan view as necessary to identify the desired PM and Inspection Plan(s).
4. Select the desired PM and Inspection Plan(s) from the grid view.  
5. From the grid commands at the top of the view, select Purge.
6. InfraLink will present the following warning message: "Are you sure you want to permanently purge the 1 selected entries? Note: this will also permanently purge all related entities and history. Click YES to continue."
7. Select Yes.

Note: The Purge action permanently removes the selected entries. A deleted copy is not maintained in the database.

Permissions

Access to InfraLink tools and features is controlled by User Permissions. All features may not be accessible by all Users. Contact your Instance Administrator regarding User Permissions. Permissions associated with tools and features described above include:

• Accessing/Viewing PM and Inspection Plans: PM Plan→General→Read  and   PM Plan→General→Create, Delete or Update
• Creating PM and Inspection Plans: PM Plan→General→Read  and  PM Plan→General→Create
• Editing PM and Inspection Plans: PM Plan→General→Read  and  PM Plan→General→Update
• Deleting PM and Inspection Plans: PM Plan→General→Read  and  PM Plan→General→Delete