Example of Round Plan Creation

Learn how to create a round plan by following a detailed example.

Let us create a round plan for periodic Control Valve Maintenance checks:

  1. In the Round Plans screen, click Create New at the top-right corner.
  2. In the Plan Details screen, fill out the following fields:
    • Plan Name: Enter Control Valve Maintenance.
    • Plan Description: Enter Inspect and maintain control valves to ensure operational safety and prevent leaks.
    • Plant: Select 1000 - Plant MH.
    • Tags: Enter Control Valve, Safety, Maintenance.
    • Notes: Attach relevant documents such as the Safety Guidelines for handling control valves.
  3. Click Save & Next.
  4. In the Select Locations window, choose the location BEL-5500-TOWER2FD-PZV-55011.
  5. In the Assets window, select the asset Control Valve BEL-5500-TOWER2FD-PZV-55011.
  6. Click Add Page to create sections.
  7. Add following sections inside the Page 1:
    • Section 1: Control Valve Performance
    • Section 2: Control Valve Readings
  8. Open the Section 1 and add the following:
    • Add task 1 as Does the control valve show any signs of sticking during operation? and select Short Text Answer response type.
    • Add task 2 as Are there visible leaks around the control valve body? and select Long Text Answer response type.
    • Add task 3 as Are the control valve position indicators functioning? and select Number response type.
  9. In Task 3, add logic to check whether readings are correct.
    • If the operator selects No, prompt them to raise an issue and upload a photo of the valve.
  10. Open Section 2 and add the following:
    • Task: Is the control valve displaying accurate temperature readings?.
    • Response Type: Number with unit (°C).
    • Set range: Lower Limit 50°C, Upper Limit 100°C.
    • Conditional Logic: Raise an alert if outside the range.
  11. Click Preview.
  12. Click Next to view the preview in PDF format.
  13. Click Publish.