Step One: ROF
Create a TSB Planned Location
Copy planned location ID number
Open appropriate RSIG app (QA ROF > QA RSIG; ACC ROF > ACC RSIG)
Step Two: RSIG
Click CTRL + F to pop-up Global “Global Record Find Find” window
Make sure record type is set to “Operational Record ID”
Copy / paste ROF planned location ID number in “Activity ID”
Click “Retrieve Record”
This should take you to the planned location record
Check to make sure the TSB Occ. # is correct
Go to “Custom Action” in top menu bar:
Select “Add a new Inspection for current Planned Location”
“Add Operations Inspection” should pop-up
On the “Add Operations Inspection” pop-up window:
Enter an “Insp. Start Date” and a “Stop” date
Click “Add visits for selected Planned Location(s)”
“Add Operations Inspection - Visit” window should pop-up
On the “Add Operations Inspection - Visit” screen:
Click “Add Last Selected Plan Location”
You might have to click “Ok” or “Jump” a few times in other pop-up alerts / windows
“Operations Inspection - Logic Check List Results” screen should open
On the “Operations Inspection - Logic Check List Results” screen:
Double-click on the row containing the first logic check “Were the Railway Passenger Handling Safety rules complied with?”
You should be taken to the “Logic Check Detail” tab
On the “Logic Check Detail” tab:
In the “General” tab, for the dropdown menu “Answer:”, select “Yes (Corrective Action is not required)
Click “Save Record” in the top right-hand corner
In the “Warning / Errors” window, click “Ignore”, and then “Complete Update”
You should remain on the “Logic Check Detail” tab
Click on top menu option “Custom Action”:
Select “Letters” > “Add and Send Letter of Inspection result - No Non-compliance or Concern Noted”
“Add Letters and Forms Record” pop-up should open
In On the “Add Letters and Forms Record” pop-up:
Go to “Addressee:*” input field
Click “…” button to the far right of the input field
Type in the name of the Railway Officer in “Name” input field
You can select the associated railway or leave “from:” blank
Click “Search”
Double-click on the row containing the Railway Officer’s name
Click “Create Letter”
Word doc letter should pop-up
In On the Word doc letter:
“x” out the Word doc (top right-hand corner) to close the letter on the blue banner (you don’t need to enter any info in the letter)
“Close RSIG Word” pop-up should appear
In On the “Close RSIG Word” pop-up:
Keep “Save changes in RSIG” radio button selected
In “Other Options”, select “Send: Mark Sent via methods other than Outlook Email”
Note: try not to select “Send” Now via Outlook Email”, as Outlook email takes time to load
Click “Close Word”
“Mark the Letter / Form as officially sent via..” pop-up window should appear
In On the “Mark the Letter / Form as officially sent via..” pop-up window:
Select any option from the “Send Via” dropdown menu
Click “Send”
You should be taken to the “Letters and Forms Detail” tab
Go to “Operations Insp. ID: XXXXXXXX” (selection is bolded) at the top of the “Data Window” column in the top left-hand corner
From the “Operations Inspection Detail” tab, go to the “Follow-Up” (middle of screen, you will see a row of tabs):
Type a random word or two in the “If no. why?” input field
Click “Yes” to update record when the pop-up appears
Click “Ignore Now” if any warnings appear in “Warning / Error” pop-up window, and then “Complete Update” button
Go to “Custom Action” on the main menu bar and select “Validate Inspection and Optionally Complete”
“RSIG ACC” (or RSIG QA) pop-up window should appear
Click “Yes”
You should get a pop-up telling you the inspection is marked as “Complete”
Step Three: ROF
Refresh ROF
Find associated TSB occurrence record
TSB Planned location and Occurrence follow-up should be marked as “Completed”
...