1. GENERAL

Report reference

Enter the name or number of the contract to which the report corresponds, the inspection route, the periodicity of the inspection, the reason of the visual inspection, work order, request number, name of the requestor, the department that has requested the analysis, name of the project, internal reference.

Some examples of the “Report Reference” field that users use are:

• "Quarterly Test"
• "Contract 2020-001"
• "Test 202006"
• "Stop 2020 Second Quarter"
• "WO CM03449"

If this field is left empty, the report date is used as report reference.

Measurement date *

Enter the date the visual inspection was performed. That is when the inspector collected the data and evaluated the checkpoints. Please note that the date format can be configured in the user settings.

Analysis date *

Enter the date the inspection was performed. If the inspection took more than a day, enter the date the inspection was completed. Users who make the visual inspection using the mobile application, automatically report from the application while they do the asset inspection.

Introduction

Enter the context under which the asset inspection is performed. Many analysts use this field to record the scope, reasons, and requestor of the inspection.

Some examples of the "Introduction" field that users use are:

• "Visual inspection of annual contract 2020"
• “Inspection at the request of the Pickling staff to verify the start-up of the blowing fan”
• "Inspection for complementary study in pipes connected in multi-stage pump requested by production manager"
• "Monitoring of parameters between 03/01/2020 and 04/01/2020"

Workplace Hazards *

The inspector will have to read and understand the safety and health risks in the workplace. Possible risks include:

• Loss of vehicle control
• Loss of equipment control
• Interaction between people, equipment and vehicles
• Falling rocks or terrain collapse
• Loss of control handling explosives
• Loss of control in lifting maneuvers
• Loss of balance or fall from height
• Structural failure
• Falling objects
• Electric shock
• Uncontrolled energy release
• Confined space
• Entrapment in moving parts
• Contact with hazardous substances
• Fire

* Mandatory field

2. MEASUREMENTS

Manual entry measurements

The inspector must enter the values of the parameters configured in the inspection. Unless otherwise specified, these values must be what you have at the time of the inspection, read directly from any instrument, whether permanently installed or portable, that the inspector carries. Please note that you must enter the readings in the units indicated in the configuration.

Measurements

Add images or photos of measurements that are relevant, abnormal, or evidence to the inspection report.

Images can be uploaded as files or with copy/paste functions from the operating system clipboard. This option only works in certain browsers.

Once the file is uploaded, you can edit the ‘Title’ field above each image.

Measurements description

Write an overview of the measurement images or photos included in the visual inspection report if you want to specify the reason for including the image.

Some examples of the "Measurements description" field that users use are:

"Broken manometer"
"Unusual High RPM"
“Color not included in the scale”
"There is no oil in sight glass"
"Flow at zero"

3. ANALYSIS

Fault diagnosis

Visual inspections are carried out by checkpoints. Faults associated with them are defined for each checkpoint. The inspector must evaluate each failure associated with a checkpoint.

Select the faults you have detected in your visual inspection. For this you must select the status of each fault as follow:

 Acceptable

No signs or symptoms are displayed to indicate the fault in the analysis.

 Alert

There are signs or symptoms of failure. Its level of deterioration is moderate or there is no evidence of imminent damage from a functional failure of the asset.

 Danger

There are signs or symptoms of failure. There is a possibility of imminent functional failure of the asset.

 Unknown

There are no signs or symptoms that can show the status of the failure or that failure could not be detected with vibration analysis on that asset.

The faults that the analyst user has available during the creation of the report have been previously configured in the asset by a manager user.

Evolution

You can describe here how the current readings are compared to previous reports. You can also add the evolution of a measurement point, failure or overall condition of the asset with respect to previous inspections.

Some examples of the "Evolution" field that users use are:

"Improved overall cleaning condition"
"Rising temperature levels"
"Unusual noise level and pattern with no source identified"
"Lower flow compared to other inspections"

Diagnosis summary

Write in one sentence the diagnosis of the asset visual inspection or the dominant failure on the asset.

Some examples of the "Diagnosis Summary" field that users use are:

"Seals water leakage"
"Everything OK"
"Dirt on the bushings"
"Gearbox with high temperature"

Diagnosis

Write the complete diagnosis, its evidence, preferably referring to the measures included in the report, the diagnostic criteria, the certainty, or the magnitude of the failure or condition.

Asset condition

If you don't change the status, "Good" will remain by default. The status of the asset must be evaluated according to ISO 10816, which also includes the following states in which the condition of an asset can be classified according to its severity level:

 Good

The machine is considered as newly commissioned or reconditioned. The measured levels are within the limits specified in the standards; data analyzed is correct for the operating conditions of the machine and its associated phenomena (hydraulic, mechanical and electrical). No failure or malfunction components detected for the analyzed elements. No significant increase in the measured levels compared to previous measurements.

 Satisfactory

Measured levels may be higher than those set by the relevant standards or similar machines, but do not represent any risk to the machine; levels observed are typical for an asset operating in these conditions. No failure or malfunction component observed. Increases in measured levels from previous measurements are not significant.

 Unsatisfactory

Measured levels may be higher or even lower than those set by the standards although malfunctioning components are observed. They have not produced yet a failure but represent a risk to the machine operation in the future. Increases in measurement levels from the previous measures may be tiny or moderate. It recommends the closest monitoring of the asset and even intervention to check on it.

 Unacceptable

Measured levels are generally excessive or higher than those set by the standards, observed malfunction and even failure components, which represent a clear risk of damage in the machine. Increases of the measured levels from the previous measures can be important. Immediate implementation of actions in the machine aimed at the elimination of observed faulty phenomena is recommended. Damage assessment and testing to verify the quality of the action made.

 Asset not available

The asset is not accessible or does not meet the requirements to take the necessary measures to analyze its condition.

Recommendations

This is the most important part of the visual inspection report. Recommendations are the actions to be taken on the asset to improve its condition.

Recommendations can be classified according to the task:

Corrective: they are aimed at eliminating the cause of the failure or abnormal operating condition.

Proactive: they are executed to improve the condition of the asset even if the asset is in a “Good” or “Acceptable” state.

Verification: they are suggested to verify or improve the certainty of the diagnosis made in the analysis.

Follow-up: they are suggested when the asset must be continuously monitored to verify a fault or detected status.

Operational: they are suggested when it is required to change the operating conditions of the asset temporarily or permanently to improve its condition or reliability.

Note that the recommendations the analyst writes in the report may be the work order that the maintenance department will get. Therefore, they must be specific, executable, feasible, and preferably with a condition indicator target.

If more than one recommendation is to be made, you can separate them into different fields. The most critical recommendation should come first.

The inspector can request or create a work order to execute the recommendation. For that, you must select the option “Create work order” and optionally select the fields:

• Priority
• Assigned to
• Expected completion date
• Expected hours of work

4. PUBLICATION

Moderation state

Set the moderation state for this report.

Published: The report will be available to other users with access rights.
Draft: The report is not yet complete or is in edition.
Pending Review: The report is pending to be reviewed by a user other than the analyst who created the report, requires a second opinion, or must undergo an approval process.

Revision log message

By default comes "Created by (analyst user)" who made the report. Other analysts or supervisors who review the report can be added in this same field. Likewise, you can leave notes of changes made to the report.

Attached documents

You can attach any additional documents related to this report.

Files that are less than 100 MB can be attached. Allowed file types: TXT, PDF, DOC, DOCX, JPG, JPEG, JPE, PNG, XLS or XLSX.