SIP - Inspection Planning

From Emprise Wiki
Jump to: navigation, search

Contents

Roles and Permissions

CanView CanLock CanEdit CanReview CanApprove CanDelete
Inspector X X X X
Team Lead X X X X X
Inspection Coordinator X X X X X X

Main Grid

  • Selecting different rows of the main grid (sites, inspections, or procedures) will change what displays in the details section below (inspections, procedures, teams, assets, or deficiencies).

Toolbar

SIP-Inspection Planning-Breadcrumb-Defined.png

Function Note
Grid Title Displays the name of the Main Grid.
Breadcrumbs
Row Count Displays number of rows currently displayed in the main grid based.
Refresh Grid Allows users to manually refresh the selected grid to display any newly modified items.
Filter Button Filter Details
Actions Menu Actions Menu Details

All Sites Node

SIP-Main Interface-All Vessels Node.png

Navigation Panel Collapsed

SIP-Main Interface-All Vessels Node-Nav Collapsed.png

Inspection Selected

SIP-Main Interface-All Vessels Node-Inspection Selected.png

Team Tab

SIP-Main Interface-All Vessels Node-Inspection Selected-Team Tab.png

Deficiencies Tab

SIP-Main Interface-All Vessels Node-Inspection Selected-Deficiencies Tab.png


Deficiencies Tab - Scrolled

SIP-Main Interface-All Vessels Node-Inspection Selected-Deficiencies Tab-Scrolled.png

Procedure Selected

SIP-Main Interface-All Vessels Node-Procedure Selected.png

Sequence Tab

SIP-Main Interface-All Vessels Node-Procedure Selected-Sequences Tab.png

Sequence Tab - Scrolled

SIP-Main Interface-All Vessels Node-Procedure Selected-Sequences Tab-Scrolled.png

Deficiencies Tab

SIP-Main Interface-All Vessels Node-Procedure Selected-Deficiencies Tab.png

Test Plan Selected

SIP-Main Interface-All Vessels Node-Test Plan Procedure Selected.png

Asset Selected

SIP-Main Interface-All Vessels Node-Asset Selected.png

Site Node

Inspection Selected

SIP-Main Interface-Vessel Node.png

Team Tab

SIP-Main Interface-Vessel Node-Team Tab.png

Deficiencies Tab

SIP-Main Interface-Vessel Node-Deficiencies Tab.png

Procedure Selected

SIP-Main Interface-Vessel Node-Procedure Selected.png

Sequences Tab

SIP-Main Interface-Vessel Node-Procedure Selected-Sequences Tab.png

Deficiencies Tab

SIP-Main Interface-Vessel Node-Procedure Selected-Deficiencies Tab.png

Create Inspection Plan from Template

SIP-Main Interface-Vessel Node-Template Status.png

Instance / Date Node

Procedure Selected

SIP-Main Interface-Inspection Date Instance.png

Sequences Tab

SIP-Main Interface-Inspection Date Instance-Sequences Tab.png

Deficiencies Tab

SIP-Main Interface-Inspection Date Instance-Deficiencies Tab.png

Actions Menu / Context Menu

Mockup Menu Item Emerging Screen Available in Context Menu Notes
SIP-Inspection Planning-Actions Menu.png View Selected Item View Inspection Plan Dialog Yes
  • Enabled when Inspection is Selected on Main Grid
  • Disabled when Vessel is Selected on Main Grid
  • Disabled when Procedure is Selected on Main Grid
  • Disabled when Asset is Selected on Main Grid
Edit Selected Item... Edit Inspection Plan Dialog Yes
  • Enabled when Inspection is Selected on Main Grid
  • Disabled when Vessel is Selected on Main Grid
  • Disabled when Procedure is Selected on Main Grid
  • Disabled when Asset is Selected on Main Grid
Add Inspection Plan... Add Inspection Plan Dialog Yes
Create Inspection Plan from Template... Add Inspection Plan Dialog Yes Disabled unless a Template is currently selected in the main grid.
Validated Inspection... Inspection Validation Dialogs (Multiple Outcomes) Yes Disabled unless an Inspection is in Draft Status
Submit Inspection... Submit Inspection Confirmation Dialog Yes Disabled unless an Inspection is in Draft Status
Approve Inspection... Approve Inspection Confirmation Dialog Yes
  • Disabled unless an Inspection is in Submitted Status
  • Permission Based
Complete Inspection... Complete Inspection Dialog Yes
  • Permission Based: Must have Approve permission from ECO.ApplicationsPermissions
  • Only enabled for inspections with the Status of In Progress
Uncomplete Inspection... Uncomplete Inspection Dialog Yes
  • Permission Based: Must have Approve permission from ECO.ApplicationsPermissions
  • Only enabled for inspections with the Status of Completed
Publish Inspection... Publish Inspection Confirmation Dialog Yes
  • Enabled if the user has CanPublish permission which shall have the following specifications:
    • This permission allows the user to finalize the inspection as defined by business rules below.
    • When executed, this takes all the inspection deficiencies and creates Work Requests in SAMM using the existing TSU.
    • Permission level 3.
  • Advances Inspection Status from In Process to Complete.
  • Sequences, Deficiencies, and Inspection Details modal shall become View Only for all users
  • A TSU shall create Work Requests within SAMM for each deficiency when:
    • Complete is true.
    • Reviewed and Locked is true.
    • Approved Deficiency is true.
Site Inspection Configuration... Site Inspection Configuration Dialog Yes Available on the site’s grid row in the main grid
Execute Procedure Procedure Execution (New Tab) Yes
  • Available when Procedure status is "In Progress"
  • Available when Procedure Status is "Complete"
Print Selected Item(s) - Yes

Filter

SIP-Inspection Planning-Filter.png

Published Selected

SIP-Inspection Planning-Filter-Complete Selected.png


Date Range Selection

SIP-Main Interface-Filter-Select Date Range.png


Details Section

Details Section Filter

  • The filter button is currently only available on the Sequences and Deficiencies tabs.
  • Reviewed and Approval shall be disabled when not included in the Inspection Type.

SIP-Inspection Planning-Details Section-Filter.png

Locked Filter

Example Details
SIP-Inspection Planning-Details Section-Filter-Locked Bucket.png
Single Vs Multi Select Multi-Select
Field Type Ellipsis Field
Emerging Interface Multi-Select Bucket
Domain Data
  • Locked
  • Unlocked

Review Filter

Example Details
SIP-Inspection Planning-Details Section-Filter-Reviewed Bucket.png
Single Vs Multi Select Multi-Select
Field Type Ellipsis Field
Emerging Interface Multi-Select Bucket
Domain Data
  • Reviewed
  • No Action Taken

Approval Filter

Example Details
SIP-Inspection Planning-Details Section-Filter-Approval Bucket.png
Single Vs Multi Select Multi-Select
Field Type Ellipsis Field
Emerging Interface Multi-Select Bucket
Domain Data
  • Approved
  • Rejected
  • No Action Taken

All Text

  • The All Text input is a single line text input which allows for text search on the Sequences and Deficiencies tabs.
  • When on the Sequence Tab, the All Text field will search the following columns for the key word(s) entered:
    • Title
    • Preview
    • Asset
    • Status
  • When on the Deficiencies Tab, the All Text field will search the following columns for the key word(s) entered:
    • Title
    • Preview
    • Asset
    • Status
    • WR No.
    • WR Status

Details Section Filter - Case Study

Case Study for E-15129

SIP-Inspection Planning-Details Section-Filter-Case Study.png

Details Section Actions/Context Menu

  • The Actions Menu will only be available when the Deficiencies or Sequences Tabs are selected and will be hidden from the other tabs.
    • This paradigm will allow for Actions to be available on other tabs in the future.
Mockup Menu Item Emerging Screen Available in Context Menu Note
SIP-Inspection Planning-Actions Menu-Details Panel.png View Selected Item... Yes
Edit Selected Item... Yes
  • Controlled by the CanEdit attribute
Delete Selected Item... Delete Item Confirmation Screen Yes
  • Controlled by the CanDelete attribute
  • Enabled for Deficiencies that are Not Locked
  • Disabled for Locked Deficiencies
Lock Selected Item N/A Yes
  • Controlled by the CanLock attribute
  • Disabled if the selected item is currently Locked.
Mark Selected Item as Reviewed N/A Yes
  • Controlled by the CanReview attribute
  • Disabled if the selected item has already been Reviewed
Approve Selected Item N/A Yes
  • Controlled by the CanApprove attribute
  • Disabled if the selected item has already been Approved
Reject Selected Item N/A Yes
  • Controlled by the CanApprove attribute
  • Disabled if the selected item has already been Rejected

Delete Selected Item Confirmation

SIP-Inspection Planning-Deficiency-Delete Confirmation.png

Details Section Heights

  • The default height of the Details Section should be 50% of the main grid area.
  • The max height of the Details Section should be 80% of the main grid area.
    • Clicking on the Arrow icon next to the splitter grabber will snap the details area to the 80% or back down to the 50% intervals.

Details Section at Default Height

SIP-Main Interface-Details Section Default Height.png

Details Section at Max Height

SIP-Main Interface-Details Section Max Height.png

Emerging Dialogs

Inspection Plan Add/Edit Details Screen

General Tab

SIP-Inspection Planning-Plan Details-General Tab.png

Template Selected

Selecting the Template option will disable the date fields.

SIP-Inspection Planning-Plan Template.png

Type Dropdown Options

Note: Inspection Types vary by Vessel and are configured in the Vessel Inspection Configuration dialog.

Option Notes
AVCERT -
HIMP -
OCI -
PEVI -
SMART -
VSI -
Changing Inspection Type

SIP-Inspection Planning-Plan Details-General Tab-Inspection Type Change.png

Status Dropdown Options

Option Notes
Draft -
Submitted
  • Also available from the Actions menu in the main interface.
Approved
  • Also available from the Actions menu in the main interface.
  • Permission based.
In Progress -
Complete -

Procedure Execution Options

  • The optional “Lock”, “Review”, and “Approve” process elements are defined at the Inspection Type level, but can be overridden in the Inspection Planning details screen.
  • Enabling or disabling these options via the checkboxes in the Procedure Execution section will determine which functions appear on the toolbar during the Procedure Execution:
    • Include Lock Control will display the Lock toggle
    • Include Review Control will display the Review toggle
    • Include Approval Control will display the Approval dropdown menu

Add Team Members

Inspection Users

SIP-Inspection Planning-Plan Details-Add Team Members-Inspection Users.png

SAMM Users

SIP-Inspection Planning-Plan Details-Add Team Members-SAMM Users.png

Edit Team Members

Upon adding team members, the Inspection Role column becomes required (each added team member must be assigned a role).

SIP-Inspection Planning-Plan Details-Edit Team Members.png

Inspection Role Dropdown Options
Inspection Team Member Role Notes
Coordinator Inspection Team Member has all the permissions associated with the Coordinator Inspection Role
Team Leader Inspection Team Member has all the permissions associated with the Team Leader Inspection Role
Inspector Inspection Team Member has all the permissions associated with the Inspector Inspection Role
Remove Team Member

SIP-Inspection Planning-Plan Details-Remove Team Members.png

Procedure Tab

SIP-Inspection Planning-Plan Details-Procedure Tab.png

Assigned To Options

  • The options in the Assigned To dropdown menu will be defined by the Team Members grid on the General Tab.
  • If no assets have team members assigned to them, then populate with that of procedure. If they do, then don't populate.
  •  Assigned To can be null.

Collapse/Expand Procedures

  • When the [-] icon is displayed in the grid header, clicking it will collapse all procedures.
  • When the [+] icon is displayed in the grid header, clicking it will expand all procedures.

SIP-Inspection Planning-Plan Details-Procedure Tab-Collapsed.png

Select All Assets

SIP-Inspection Planning-Plan Details-Procedure Tab-SelectAll.png

Validation

  • Upon Save or Save & Close, any required fields that have not been completed or contain errors will be highlighted in red.
    • Errors will need to be corrected before Saving and Closing.

SIP-Inspection Planning-Plan Details-Validation.png


Validate Inspection

Validation Outcome Emerging Dialog Notes
No Issues Detected SIP-Inspection Planning-Plan Details-General Tab-Validated Inspection-No Issues.png
Issues Detected SIP-Inspection Planning-Plan Details-General Tab-Validated Inspection-Issues Detected.png
  • If the error details exceeds the length of the text area, a scrollbar will be utilized.

Submit Inspection Confirmation

SIP-Inspection Planning-Plan Details-General Tab-Submit Inspection.png

Validation

SIP-Inspection Planning-Plan Details-General Tab-Submit Inspection-Validation.png

Approve Inspection Confirmation

SIP-Inspection Planning-Plan Details-General Tab-Approve Inspection.png

Complete Inspection

SIP-Inspection Planning-Complete Inspection.png

Uncomplete Inspection

SIP-Inspection Planning-Planning-Uncomplete Inspection.png

Publish Inspection

SIP-Inspection Planning-Publish Inspection.png

Site Inspection Configuration

SIP-Inspection Planning-Site Config.png

Select Site

SIP-Inspection Planning-Site Config-Select Site.png

Design Specifications

Navigation Panel

SIP-Main Interface-Navigation Spec.png

Prototypes

Inspection Planning Main Interface: https://xd.adobe.com/view/0d32d6ce-3029-415f-93bc-e00b74c3ec91-5861/?fullscreen

Inspection Details Dialog: https://xd.adobe.com/view/6b1ca2ff-acc4-435e-9fda-734fe179a831-3e4f/?fullscreen