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Statutory Inspection planning in PM

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Dear Experts,

         I need an advise on the Inspection planning in plant maintenance. To me Inspection and calibrations are two different processes.

Inspection can be related to any equipment (whether a Test Equipment or a manufacturing equipment). Test equipment e.g. Vernier caliper, Meggers, Current meter, Multimeter etc. helps to take the measurement reading. With time , the accuracy of the measuring equipment gets deviated from the required and then it need to undergo the "Calibration Process".

On the other hand, the manufacturing Equipment, It self need to undergo some "Statutory Inspection" (due to legal requirement from various government bodies) e.g. in large Oil and gas plants , Particle content into smoke, Noise level from an equipment, Inspection of various fire extinguishers  etc are required to be inspected on periodic basis and need to be certified by an external/ internal agency. This certificate can be submitted on demand to various Govt. bodies.

if some Non compliance is being found during Inspection, the corrective action need to taken by replacement or maintenance of that part.

I need to get some guidance on Inspection plan for such equipment. How the process can be mapped into SAP. Do we need to go through QM path for Inspection plan? How certificates can  be issued for this process?

Please provide the detailed steps ..


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Answers (2)

Former Member
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Hi Dennis,

You can try the following process. It might help.

For Statutory requirement a time based maintenance plan can be created.

For Smoke Particle/ Noise, Mater Inspection Characteristics (MICs) can be created, with qualitative indicator.

Rest of the process might be mapped as below:-

1: Assign an Order to inspection type 14 in configuration.

2: Create Master Inspection Characteristics (Quantitative or Qualitative as per your requirement)  and assign sampling procedure.

3: Create a task list with inspection point 300 and assign Master Inspection Characteristics to it. Assign control key PM01 (for internal) or PM03 (for external processing)

4: Create a Maintenance Plan with the same task list for an Equipment with the order type with inspection type 14

5: An Order will be created as per the schedule given in Maintenance Plan.

6: An inspection lot will be generated once the order is released.

7: Do result recording and usage decision for the same.

8: I think there is a provision to print certificate as well  (I have not used it though)

Hope it will be useful.

Thanks and Regards,


Active Participant
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Hello Sanjay,

thanks for this description of a combination of PM/QM features - this is a more appropriate solution.



Active Participant
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Hi Dennis,

basically you can cover the inspection as well as the calibration in PM module.

You can create for measuring equipments/devices and for manufacturing equipments different equipment categories.

For those equipments you can create equipment specific plans ("equipment plan") or general task lists, which define the single checks which should be made. Then you can create maintenance plans, which schedule the periodical maintenance/calibration orders.

I guess when an external company is doing the inspection/calibration and also issuing the certificates, then there is no need to have them documented in SAP or even having them printed from SAP.

In case you'd like to manage and document certain characteristics measured (particle content, noise level,..), then you can think of using QM module with inspection plans and inspection lots.

Hope this explanation could help you.