Method and system for identifying, organizing, scheduling, executing, analyzing and documenting detailed inspection activities for specific items in either a time-based or on-demand fashion

• US 5,856,931 A
• Filed: 09/23/1996
• Issued: 01/05/1999
• Est. Priority Date: 09/23/1996
• Status: Expired due to Fees

• Current Assignee: Martin Mccasland
• Original Assignee: Martin Mccasland
• Inventors: McCasland, Martin
• Primary Examiner(s): Trammell, James P.
• Assistant Examiner(s): Bui, Bryan
• Application Number:
  US08/717,643
• Time in Patent Office: 834 Days
• Field of Search: 364/550, 364/551.01, 364/DIG. 1, 364/DIG. 2, 364/221, 364/221.9, 364/282.1, 364/709.09, 364/709.12, 395/11, 395/902, 395/903, 395/906, 395/68, 395/911, 235/375, 340/825.54, 340/825.55, 340/825.69, 340/825.72
• US Class Current: 702/182
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling

Abstract

A process and system for identifying specific items or assets which require time-based or on-demand attention, a method of planning and scheduling activities on the located items or assets, analysis on actions performed relative to the items or assets and adherence to a time-based schedule for scheduled activities. This invention utilizes a system which retains, schedules and performs analysis on all data associated with the identified items organized and documented and allows for grouping into hierarchical and non-hierarchical groupings. Users executing the prescribed schedule use devices to document inspection activities at the point of inspection. The collaboration of these items work in unison to insure activities which require specific, accurate and documented efforts occur as needed as prescribed.

Claims

1. A method for identifying, organizing, scheduling, executing, analyzing and documenting detailed inspection activities for specific items of equipment in either a time-based or on-demand fashion, comprising the steps of:

(a) identifying items to be inspected;

(b) scheduling items for inspection utilizing data input by a user or data derived from an archived database of data relative to each item scheduled for inspection and relative to the detailed inspection action performed for each item in the past;

(c) providing directions to geographically locate specific items scheduled for inspection;

(d) providing instructions for detailed inspection actions for each item scheduled for inspection;

(e) geographically locating each item scheduled for inspection and performing detailed inspection actions for each item scheduled for inspection;

(f) gathering data relative to each item scheduled for inspection and relative to the detailed inspection action performed for each item;

(g) confirming the detailed inspection action performed for each item;

(h) storing data relative to each item scheduled for inspection and relative to the detailed inspection action performed for each item in a database;

(i) analyzing data stored in the database relative to each item scheduled for inspection and relative to the detailed inspection action performed for each item; and

(j) documenting the detailed inspection action performed for each item.

2. The method of claim 1 comprising the additional step following step (a) of organizing the items identified for inspection.

3. The method of claim 2 wherein the step of organizing the items identified for inspection comprises the step of organizing the items identified for inspection into hierarchical groupings.

4. The method of claim 2 wherein the step of organizing the items identified for inspection comprises the step of organizing the items identified for inspection into non-hierarchical groupings.

5. The method of claim 3 wherein organizing the items identified for inspection into hierarchical groupings comprises the steps of:

grouping like items to be inspected into inspection points, grouping inspection points into sections, grouping sections into machines, grouping machines into lines, and grouping lines into divisions.

6. The method of claim 4 wherein organizing the items identified for inspection into non-hierarchical groupings comprises:

grouping items in physical proximity into observation points.

7. The method of step 5 wherein organizing the item identified for inspection further comprises classifying the items into type classes.

9. The method of claim 7 wherein the scheduling of step (b) is time-based on the elapsed time interval since the last inspection of the specific item.

10. The method of claim 7 wherein the scheduling of step (b) is on-demand of the user based on selection criteria determined by the user without regard to the elapsed time interval since the last inspection of the specific item.

11. The method of claim 9 wherein the time-based scheduling of step (b) is based on a weighting factor which takes into consideration the number of days the inspection of the item is past due compared to the normal inspection frequency.

12. The method of claim 10 wherein the on-demand scheduling of step (b) is based on the maximum number of points desired for a route, a required skill level of end users required to inspect the specific items, and classifications of the items to be inspected.

13. The method of claim 11 wherein the time-based scheduling of step (b) is further based on a weighting factor which takes into consideration designated criticalities for specific items.

14. The method of claim 13 wherein the time-based scheduling of step (b) is further based on a weighting factor which takes into consideration designated criticalities for specific classes of items.

15. The method of claim 14 wherein step (c) comprises downloading directions for locating items scheduled for inspection from a basestation data processing device to a data card, loading the data card into a portable data processing device having a user readable display, and displaying the directions to items scheduled for inspection to the user.

16. The method of claim 15 wherein step (f) further comprises performing reliability centered maintenance (RCM) comprising the steps of downloading RCM questions regarding items scheduled for inspection from a basestation data processing device to a data card, loading the data card into a portable data processing device having a user readable display and user input means, displaying the RCM questions regarding items scheduled for inspection to the user, and entering data from the user in response to the RCM questions into the portable data processing device by the user input means.

17. The method of claim 16 wherein step (a) further comprises assigning a unique machine readable identifying element to items to be inspected and step (g) comprises scanning the identifying element by machine reading means to confirm the location and the detailed inspection action performed for the item.

18. The method of claim 17 wherein said identifying element comprises a bar coded tag having a unique identifying bar code attached to each item requiring inspection and said machine reading means comprises a portable laser bar code scanner.

19. The method of claim 12 wherein step (c) comprises downloading directions for locating items scheduled for inspection from a basestation data processing device to a data card, loading the data card into a portable data processing device having a user readable display, and displaying the directions to items scheduled for inspection to the user.

20. The method of claim 19 wherein step (f) further comprises performing reliability centered maintenance (RCM) comprising the steps of downloading RCM questions regarding items scheduled for inspection from a basestation data processing device to a data card, loading the data card into a portable data processing device having a user readable display and user input means, displaying the RCM questions regarding items scheduled for inspection to the user, and entering data from the user in response to the RCM questions into the portable data processing device by the user input means.

21. The method of claim 20 wherein step (a) further comprises assigning a unique machine readable identifying element to items to be inspected and step (g) comprises scanning the identifying element by machine reading means to confirm the location and the detailed inspection action performed for the item.

22. The method of claim 21 wherein said identifying element comprises a bar coded tag having a unique identifying bar code attached to each item requiring inspection and said machine reading means comprises a portable laser bar code scanner.

8. The method of step 6 wherein organizing the item identified for inspection further comprises classifying the items into type classes.

23. The method of claim 8 wherein the scheduling of step (b) is time-based on the elapsed time interval since the last inspection of the specific item.

24. The method of claim 8 wherein the scheduling of step (b) is on-demand of the user based on selection criteria determined by the user without regard to the elapsed time interval since the last inspection of the specific item.

25. The method of claim 23 wherein the time-based scheduling of step (b) is based on a weighting factor which takes into consideration the number of days the inspection of the item is past due compared to the normal inspection frequency.

26. The method of claim 24 wherein the on-demand scheduling of step (b) is based on the maximum number of points desired for a route, a required skill level of end users required to inspect the specific items, and classifications of the items to be inspected.

27. The method of claim 25 wherein the time-based scheduling of step (b) is further based on a weighting factor which takes into consideration designated criticalities for specific items.

28. The method of claim 27 wherein the time-based scheduling of step (b) is further based on a weighting factor which takes into consideration designated criticalities for specific classes of items.

29. The method of claim 28 wherein step (c) comprises downloading directions for locating items scheduled for inspection from a basestation data processing device to a data card, loading the data card into a portable data processing device having a user readable display, and displaying the directions to items scheduled for inspection to the user.

30. The method of claim 29 wherein step (f) further comprises performing reliability centered maintenance (RCM) comprising the steps of downloading RCM questions regarding items scheduled for inspection from a basestation data processing device to a data card, loading the data card into a portable data processing device having a user readable display and user input means, displaying the RCM questions regarding items scheduled for inspection to the user, and entering data from the user in response to the RCM questions into the portable data processing device by the user input means.

31. The method of claim 30 wherein step (a) further comprises assigning a unique machine readable identifying element to items to be inspected and step (g) comprises scanning the identifying element by machine reading means to confirm the detailed inspection action performed for the item.

32. The method of claim 31 wherein said identifying element comprises a bar coded tag having a unique identifying bar code attached to each item requiring inspection and said machine reading means comprises a portable laser bar code scanner.

33. The method of claim 26 wherein step (c) comprises downloading directions for locating items scheduled for inspection from a basestation data processing device to a data card, loading the data card into a portable data processing device having a user readable display, and displaying the directions to items scheduled for inspection to the user.

34. The method of claim 33 wherein step (f) further comprises performing reliability centered maintenance (RCM) comprising the steps of downloading RCM questions regarding items scheduled for inspection from a basestation data processing device to a data card, loading the data card into a portable data processing device having a user readable display and user input means, displaying the RCM questions regarding items scheduled for inspection to the user, and entering data from the user in response to the RCM questions into the portable data processing device by the user input means.

35. The method of claim 34 wherein step (a) further comprises assigning a unique machine readable identifying element to items to be inspected and step (g) comprises scanning the identifying element by machine reading means to confirm the detailed inspection action performed for the item.

36. The method of claim 35 wherein said identifying element comprises a bar coded tag having a unique identifying bar code attached to each item requiring inspection and said machine reading means comprises a portable laser bar code scanner.

37. A system for identifying, organizing, scheduling, executing, analyzing and documenting detailed inspection activities for specific items of equipment in either a time-based or on-demand fashion, comprising:

item identifying means associated with each specific item comprising machine readable means having a unique identifying code associated with each of said specific items;

portable device means comprising portable data processing means having memory means, display means, user data input means, and machine reader means adaptable to reading said machine readable means whereby said unique identifying code associated with each of said specific items may be stored in said memory means of said portable device;

basestation data processing means having user data input means for entering user defined data;

memory means for storing a database comprising said user defined data, data identifying said items, data relating to past inspections of said items, data providing directions to the geographical location of said items, and data providing instructions for inspection actions for said items; and

scheduling software means for generating a schedule of inspection of said items; and

data transfer means for transferring said schedule from said basestation data processing means to said portable device, and for transferring data between said portable device and said basestation data processing means.

38. The system of claim 37 wherein said data relating to past inspections of said items comprises for each of said items the interval of time elapsed since the last inspection of each of said items, said user defined data comprises data organizing said items into classifications and assigning criticality weighting factors to said items and to said classifications, and said scheduling software means comprises ranking software means calculating a ranking of said items scheduled for inspection derived from said criticality weight factors and said interval of time elapsed since the last inspection of each of said items.

39. The system of claim 38 wherein said item identifying means comprises a tag affixed in the vicinity of said item having a bar coded identifying code displayed thereon.

40. The system of claim 39 wherein said machine reader means of said portable device comprises a laser bar code scanner.

41. The system of claim 40 wherein said data transfer means comprises a data card, basestation data card reading and writing means associated with said basestation data processing means, and portable device data card reading and writing means associated with said portable device.

42. The system of claim 41 wherein said data card is a PCMCIA card.