Initiate Condition Report

Quick and Accurate Condition Report Submission

Whether it’s a slippery sidewalk, noisy pump or critical component failure, all plant personnel must have the ability to quickly and accurately create a condition report. Ease of reporting and timely feedback on actions taken helps to reinforce the plant’s policies and culture.

With the CAPS Initiate Condition Report module, any authorized user can create a condition report, using virtually any mobile device. When entering a new condition report in CAPS, users are guided step-by-step through the facility’s “ideal” condition reporting process without the distractions of extraneous screens, fields, or keystrokes. Validation along the way assures data integrity, and the data is available in real time in the EAM system. A work request can be generated in the EAM system at the same time if needed.

In one click, CAPS has the ability to email a hyperlink that launches a real-time summary of the Condition Report, or generate a condition report in PDF format with all of the specific information required, and concurrently store it in your enterprise document management system. This improves upon EAM multi-step processes to create, print, and store reports.

If a Condition Report is generated against equipment, CAPS uses the underlying EAM system to determine whether the equipment is critical. If the equipment is critical, CAPS highlights the fact that it’s critical to the end user and instructs the user to report the condition to the shift manager, and optionally send an email to the shift manager for the given facility.

This streamlined approach to condition reporting maximizes user efficiency while simplifying training, retention, and compliance.

Key Benefits

• Expedites and simplifies Condition Report entry
• Notifies Management in an expeditious manner
• Allows for prompt action for identified issues
• Allows for prompt identification of the impacts of failed or degraded equipment
• Automates approval routing
• Minimizes training and refresher training requirements

Supervisor Review

Supervisory Review of Condition Reports and Work Requests

Timeliness is essential in performance improvement. Upon submission, each condition report initiated with CAPS is automatically, optionally, routed for review and processing by the supervisor. This workflow presents all condition reports and work requests associated with the reviewer in summary form, with only the information needed – no more or no less. The lists can be searched, sorted or expanded at will, and the review can be marked as complete as each one is processed. Once a review is completed, the record automatically drops off the supervisor’s queue.

Key Benefits

• Streamlines Supervisor Review of condition reports and work requests
• Validates for completeness and accuracy
• Automates routing
• Automatically tracks those items completed
• Minimizes training and refresher training requirements

Operations Review

Prompt Review of Condition Reports and Work Requests

The Operations review of condition reports and work requests is a key management expectation. The Operations department is a first line of defense in the determination of operational impacts to a facility, and in some cases it can have a generic impact on multiple facilities currently operating. Once impact determinations have been made, Operations makes sure the resources needed to address the issue are notified if the impacts are immediate, or moves the CAP on to the next reviewer.

This workflow presents all condition reports and work requests associated with a reviewer in summary form, with only the information needed – no more or no less. The lists can be searched, sorted or expanded at will, and the review can be marked as complete as each record is processed. Operations Review also has mass update capabilities when a certain criterion is met. This is a major time-saving feature for already overburdened operations personnel.

Key Benefits

• Streamlines Operations Review of condition reports and work requests
• Validates for completeness and accuracy
• Automates routing

CAP Pre-Screening, Screening, and Management Review

Optimized Corrective Action Review and Approval Workflows

Corrective Action Program Coordinators (CAPCOs) and Managers perform review, disposition, trending, and evaluation of corrective actions via CAP Pre-Screening, CAP Screening, and Management Review Meeting workflows. These power users typically review hundreds of corrective actions each week and require a fast, efficient, accurate user interface.

CAPS provides the simplicity, automation, and logical field organization needed to facilitate these processes. All information needed is accessible on a single screen, and the approval routing is automatic. At the click of a button, detailed reports can be launched and the link is emailed to the right recipients. Since the link displays live data – not a static report – the information is always current.

To further improve efficiency, CAPS provides an easy way to distinguish CAP from non-CAP condition reports. For non-CAP condition reports, screeners can close the condition report to another EAM process and optionally send an email to the initiator.

Like the Supervisor Review and Operations Review, these workflows are structured to automatically enforce timeline and content compliance requirements. CAP team leaders have unique priorities so the display and sorting of condition reports, work requests, and other action request records are reflected accordingly.

If a work request or other action request is worthy of inclusion in the CAP program but does not already have a corresponding condition report, CAP screeners and managers can automatically generate a condition report with the click of a button based on the request type.

Key Benefits

• Streamlines CAP Screening and Management Review
• Validates for completeness and accuracy
• Automates routing

CAP Assignment Review & Approval

Simplified CAP Assignment Management

CAP Assignment Review & Approval, launched from My Open Assignments, allows authorized personnel to review, approve and formally complete assignments, and all necessary information is automatically captured in the EAM system.

For instances where the assignments are causal, additional functionality exists to add the cause codes, action plan and cross-references, and initiate the actions upon approval. Upon completion review, the cause codes, actions and cross-references are automatically appended to the final report. Individual users can quickly view the scope and status of their assignments – whether current only, future only, or all open assignments – and update the records as needed. Parent/child relationships between assignments are also readily visible from this page.

Without this module, users had to search for and update the records in the EAM system, or fill out and attach Word documents to the record.

Key Benefits

• Streamlines CAP Assignment Review and Approval
• Validates for completeness and accuracy
• Automates approval routing

Condition Report Search

Advanced Search of Existing Condition Reports

Condition Report Search in CAPS allows for the quick and efficient search, sort, and selection of existing condition reports based on a wide variety of data fields. The simplified search process saves time and improves search results by allowing for more refined search criteria. It also facilitates awareness of the current status of condition reports, and where they are in their life cycle.

Key Benefits

• Simplifies the Condition Report Search process
• Supports refined search criteria
• Minimizes the time to locate condition report records and their current status