Inspection Planning Process - Example Page 1 of 3

Inspection Planning Process Base Document

Provided in partnership with Pro-Surve Technical Services

Latest Version - December 2021

Introduction and Disclaimer

Thank you to everyone who expressed interest in and read Inspectioneering’s article, The
Importance of Utilizing a Process, Plan, and Certified Inspection Personnel Within Your
Turnaround Team, by Mr. James “Chezo” Cesarini, PE. This example Inspection Planning
Process document has been provided as a companion piece to the article.

Great efforts have been made to ensure the accuracy and quality of this document. However,
Inspectioneering makes no express or implied warranties concerning the information
contained herein. This document is provided strictly for informational purposes.

How to Use this Document

If you haven’t done so already, we recommend that you read The Importance of Utilizing a
Process, Plan, and Certified Inspection Personnel Within Your Turnaround Team. To do so,
please visit:

https://inspectioneering.com/SuccessDelusion

You may use the information found in this document as a starting point for your organization’s
Inspection Planning Process base document. Please feel free to make any changes as necessary
for your company’s specific needs.

Inspection Planning Process

Author: August Riemer, Sr. Inspectioneering, LLC
Pro-Surve Technical Services Copyright © 2021
Inspection Planning Process - Example Page 2 of 3

Process Workflow and Estimates

Abbreviated - Example Only

Systemize and Circuitize (30 minutes)

Systemization of PFD files, Circuitization of P&ID files.
Note: For Risk Based Inspection system this is replaced with Corrosion Loop creation from PFD files.

GAP Analysis (2400 minutes)

Generate a Master Equipment List. Gap Analysis of Permanent Records vs Progressive Records.

Damage Mechanism Assessment (DMA) (45 minutes)

Utilize material and mass balance information to perform a damage mechanism study. Develop
Systems based on anticipated corrosion and/or environmental mechanisms. Analyze Systems to
identify the anticipated rate of degradation estimated.

Inspection Test Plans (ITPs) (60 minutes)

Identify best inspection and testing methods to monitor anticipated damage mechanisms. Determine
frequency between inspections and testing.

Record DMA / ITP P&IDs (90 minutes)

Record on the circuitized P&IDs the Systems, damage mechanisms, anticipated corrosion rates/
environmental mechanisms, the inspection and test methods the inspection frequency.

Piping/Equipment Field Drawings (60 minutes)

Revise existing drawings correlating existing information vs new circuit optimization.

IDMS History, Data & Thickness Analysis (150 minutes)

Review existing IDMS thickness and historical data to ensure compliance and an active Internal and
External Inspection exists for each asset.

Records Updates (120 minutes)

Combine or split any circuit changes per new Systemization and Circuitization. This will include moving,
renaming, and deleting CMLs where applicable. Upload re-organized data into IDMS.

KPI Report Run (4800 minutes)

Run critical KPI reports to correct any data problems.

Inspection Planning Process

Author: August Riemer, Sr. Inspectioneering, LLC
Pro-Surve Technical Services Copyright © 2021
Inspection Planning Process - Example Page 3 of 3

Task Flowchart

Circuitize Per RBI - RAMI Systemize & Circuitize Per

Corrosion Loop & Damage Standard API Protocol
Mechanism

GAP Analysis
Master Equipment List

Damage Mechanism
Assessment

Inspection Test Plans

(ITPs)

Record DMA & ITP on P&ID

Field Drawings

IDMS Historical Inspection

Data & Thickness Analysis

Historical Records Update

KPI Report Run

Inspection Planning Process

Author: August Riemer, Sr. Inspectioneering, LLC
Pro-Surve Technical Services Copyright © 2021