Condition report templates

A condition report template is a record that includes standard items of information and common activities. You use the template to automatically insert information into new condition reports. A template makes it easier to create and standardize condition reports and to reinforce standardized plant processes such as problem analysis, reportability reviews, and equipment failure reports.

A condition report template can contain the following items of information:

• Condition report details, including owner or owner group, service and service group, priority, organization, vendor, and classification
• Activity details such as activity, sequence, owner or owner group, priority, job plan, site, organization, vendor, and classification
• Templates can include job plans

Rules for the use of condition report templates

The following rules apply to the use of templates with new condition reports:

• Ticket templates are class-specific. You can only apply templates for the condition report ticket class to condition reports.
• One or more templates can be associated with a condition report.
• The set of templates that are available for use is site-dependent. If you specify a site on the condition report, you choose from a set of templates. This set includes templates associated with the corresponding organization and templates that have no specified organization. If you do not specify a site on the condition report, the set includes templates for all organizations.
• The template must be in an Active status.
• When you apply a template to a condition report, predefined data is automatically copied from the template to the corresponding fields on the condition report.
• If the template includes activities or uses one or more job plans, corresponding activities for the condition report are created in accordance with site dependency rules. Activities that are created from job plans include the creation of associated labor, materials, services, and tools. You can view these activities on the Screening tab of the condition report.

Rules for template-based activities and site dependency

The following rules are applied when template-based activities are created on a condition report:

• If the template includes activities that are not based on a job plan, an activity is created on the condition report when the site of the template activity matches the site of the condition report, asset, or affected person.
• If the template uses a site-specific job plan with tasks, activities are created on the condition report when the site of the job plan and job plan task matches the site of the condition report, asset, or affected person.
• If the template uses an organization-level job plan with tasks, activities are created on the condition report when the organization of the job plan includes the site of the condition report, asset, or affected person.
• If the template uses a system-level job plan, activities are created for the site of the condition report, asset, or affected person.