Access a Preservation Plan

Preservation & Care Overview

The overall focus of the Preservation module is to ensure project components once purchased through a vendor and having arrived on-site, are maintained by your Preservation team members so that the warranty of the item is intact through construction and commissioning.

The end result of using the InEight Preservation module is the client will receive an entire history of preservation and care for that component from the time it left the factory until it was commissioned.

This historical record documents each and every time preservation activities were planned, scheduled and completed for a specific element, by date, time and individual. Included in this listing is the Responsible Team, Physical Location, Frequency of care, number of days overdue, and the documentation of issues, if any.

Role of Preservation Administration

With the myriad of components needed for a successful project, it is the responsibility of the Preservation Manager to develop the preservation plans and frequency needed to keep the warranty for each component valid. Working with the vendor, those requirements are identified and are used by Administrators within Completions to create frequency-bound Preservation Plans, based on those requirements.

The Preservation Plan Matrix in Excel

The overarching plan for the care and preservation of each component is housed in an Excel spreadsheet. That schedule of steps to be completed to maintain the warranty is created by the Admin.

All owned equipment, that is permanent material equipment requiring preservation require Preservation Plans.

For each location, a schedule is created. And for each location, a scheduled frequency of care is identified. Each of these scheduled frequencies is called a preservation activity, or record.

The register is used by Preservation Crews to manage their work through each status and location transition as documented by the Completion Admin.

  • Each record will have a corresponding Preservation Plan Id, Checklist Template Class Id, Tag Type Criterion, and Location.
  • The Physical Location Transition column refers to the tag status/physical location.
  • The Tag Type column is another useful way to refine your look-up.

The system generates preservation plans for components at each location. Craft workers can then begin their preservation and care activities of the component, thus continuing to build a comprehensive history.

While the Preservation Manager assigns crew members to perform upcoming tasks, those tasks might also require the use of a third-party vendor to assist in the preservation activity. The Preservation Manager coordinates those activities as well. For example, the system will identify records where an Engineer from the company where the part was fabricated would be required.

While the import of the Excel file into Completions is the responsibility of Admin, the end result is that these sets of instructions are sent to the server and information is placed in various tables -- either adding new instructions or altering previous instructions.

Use Elements to Trigger a Preservation Plan

With the Preservation Plan in place, the component on-site, Admin will see the workload and use the reassign and/or reschedule functions, to assign out the work to individual craft workers.

Workers will go into their iPad or HQ to sort through their assigned items.