Inspection Configuration

Access the Inspection Configuration Workspace

Procedure

In the module navigation menu, select Admin > Application Settings > Inspection Management.
The IM Admin Preferences page appears, displaying the Inspection Configuration workspace. You can view the Application Configuration settings for Inspection Management and modify any necessary fields.

About Application Configuration

This topic has been intentionally excluded from the GE Digital APM product documentation website. This topic is available to you via the product documentation that is provided within the GE Digital APM system.

Configure Status to State Mapping

About This Task

GE Digital APM supports uses of both Status and State Management for the approval work process of Inspection Recommendation. If you are currently using the Status field in Inspection Recommendation for the approval work process and want to use the State Management for Inspection Recommendation, you must map each Status value in the Inspection Recommendation Status field to a corresponding State in Inspection Recommendation State Configuration. After you configure and save the mapping, you must upgrade the existing Inspection Recommendation records using the Upgrade Records button so that all the Status values are updated to the mapped States. This ensures that current approval work process for Inspection Recommendation now uses states.

For example, the following Inspection Recommendation records are using the Status field.

Recommendation IDAsset IDFunctional Location IDRecommendation HeadlineStatus
REC-21HE-1608 CRUDE-HVY. ATMOS. GAS OIL016-E-E3104A CRUDE-HVY. ATMOS. GAS OILShell CorrosionCreated
Rec-2005HE-1608 CRUDE-HVY. ATMOS. GAS OILC-488 LUBE/SEAL OIL COOLER ~ HXST 105General CorrosionPending Review
Rec-244HE-1608 CRUDE-HVY. ATMOS. GAS OILC-488 LUBE/SEAL OIL COOLER ~ HXST 105General DistortionPending Review
Now, to use the State field for Inspection Recommendation, you must map each Status to a corresponding State. The following table provides a sample Status-to-State mapping.
Source FamilyStatusState
Inspection RecommendationCreatedProposed
Inspection RecommendationPending ReviewPending Approval
To update the existing records to use the State field for Inspection recommendation, you must upgrade the records. After you upgrade the records, the Inspection Recommendation records are updated to use the State field. The following table provides the updated Inspection Recommendation records.
Recommendation IDAsset IDFunctional Location IDRecommendation HeadlineState
REC-21HE-1608 CRUDE-HVY. ATMOS. GAS OIL016-E-E3104A CRUDE-HVY. ATMOS. GAS OILShell CorrosionProposed
Rec-2005HE-1608 CRUDE-HVY. ATMOS. GAS OILC-488 LUBE/SEAL OIL COOLER ~ HXST 105General CorrosionPending Approval
Rec-244HE-1608 CRUDE-HVY. ATMOS. GAS OILC-488 LUBE/SEAL OIL COOLER ~ HXST 105General DistortionPending Approval
The State Configuration for Inspection Recommendations uses security roles to perform specific functions. For example, only a user with the Inspector Supervisor role can change the status from Pending Review to Pending Approval. However, during the upgrade, security is not enforced to transition to a State. If you are using State Management for Inspection Recommendation and want to enforce security and prevent users from transitioning to certain states, make sure that all the required roles are assigned to the users. For more information on the security roles, refer to the Inspection Management Security Groups and Roles topic.

Currently, GE Digital APM only allows mapping of Status to States. After you upgrade the Inspection Recommendation records using this feature, you can switch back to Status by clearing the Use State Management for Inspection Recommendation check box. However, the existing Inspection Recommendation records cannot be reverted to Status. To align Inspection Recommendations with other performance recommendations, we recommend using State Management to manage Inspection Recommendations.

Before You Begin

  • Make sure that the State Functionality is enabled in the State Configuration section of the Inspection Recommendation Family Management.
  • Make sure that the Inspection Admin role or the Super User role is assigned to you.
Important: After you transition from Status to State, you cannot revert to Status again. However, you can restore Status of the Inspection Recommendation records by deleting the Inspection Status Upgrade family.

Procedure

  1. Access the Inspection Configuration workspace.
  2. Select .
    The Application Configurations section is now modifiable.
  3. Select the Use State Management for Inspection Recommendations check box.
    A warning message appears.
  4. Select OK, and then select .
    The Configure Status to State Mapping button is enabled.
  5. Select Configure Status to State Mapping.
    The Configure Status to State Mapping window appears.

  6. In the drop-down list box of the Source Family column, select Inspection Recommendation.
  7. In the drop-down list box of the Status column, select an existing Inspection Recommendation Status.
  8. In the drop-down list box of the State column, select the State that you want to map to the status specified in the Status column.
  9. Repeat steps 6 through 8 for each Status available in the drop-down list box of the Status column.
    Note: If a status is not mapped, a warning message appears, indicating the same. The Inspection Recommendation records with a status that is not mapped to a state fail to upgrade during the process.
  10. Select .
    The mappings are saved.
  11. Select Upgrade Records.
    An alert message appears, providing the number of records that are upgraded.
  12. Select Yes.
    The upgrade job starts.

    You can select the View Scheduling button to view the status of the upgrade job. The duration of the upgrade process depends on the number of records being upgraded. You can also download the log file to view the detailed log of the upgrade job. If any of the records fails to upgrade, you can run the job again to upgrade only the failed records.

    Tip: The Inspection Status Upgrade family tracks all the Inspection Recommendation records that are upgraded. If any of the records are upgraded incorrectly due to an incorrect mapping, you can delete the records from the Inspection Status Upgrade family, and then restart the upgrade job with the correct mapping.

About Event Configurations

This topic has been intentionally excluded from the GE Digital APM product documentation website. This topic is available to you via the product documentation that is provided within the GE Digital APM system.

Modify the Asset Query Path and the Alerts Query Path

About This Task

This topic has been intentionally excluded from the GE Digital APM product documentation website. This topic is available to you via the product documentation that is provided within the GE Digital APM system.

Modify Profile Configuration

About This Task

This topic has been intentionally excluded from the GE Digital APM product documentation website. This topic is available to you via the product documentation that is provided within the GE Digital APM system.

Delete a Taxonomy Profile Configuration

About This Task

This topic has been intentionally excluded from the GE Digital APM product documentation website. This topic is available to you via the product documentation that is provided within the GE Digital APM system.

Modify Method Configuration

About This Task

This topic has been intentionally excluded from the GE Digital APM product documentation website. This topic is available to you via the product documentation that is provided within the GE Digital APM system.

Add or Modify Event Configuration

About This Task

This topic has been intentionally excluded from the GE Digital APM product documentation website. This topic is available to you via the product documentation that is provided within the GE Digital APM system.

Delete an Event Configuration

About This Task

This topic has been intentionally excluded from the GE Digital APM product documentation website. This topic is available to you via the product documentation that is provided within the GE Digital APM system.

Access a Checklist Configuration Template

About This Task

Super Users and members of the MI Inspection Security Group who also have an Inspection Administrator resource role can use the Inspection Configuration workspace to configure the information that is displayed in Inspection Management. For more information, see the documentation for Inspection Management.

Procedure

  1. Access the Inspection Configuration workspace.
  2. Select the Checklist Configurations tab.
    The Checklist Configurations section appears, displaying a list of available Checklist Inspection Templates.

Create a Checklist Configuration Template

Procedure

  1. Access the Checklist Configurations section.
  2. In the Checklist Configurations section, select .

    The Template Name window appears.

  3. In the Unique Template Name box, enter a unique name for the Checklist Configuration Template, and then, in the Select Family... box, select an applicable Inspection family for the template.
    Note: This will be the Inspection family for which this template will create a set of Checklist Findings represented by the template. In the baseline configuration, Checklist Inspection Template is the only available family.
  4. Select Done.

    The new Checklist Configuration Template appears.

Delete a Checklist Configuration Template

Procedure

  1. Access the Checklist Configurations section.
  2. In the Checklist Configurations section, select the Checklist Configuration Template you want to delete.
  3. Select
  4. Select Yes.

    The selected Checklist Configuration Template is deleted.

Add Categories and Items to a Checklist Configuration Template

About This Task

After creating a Checklist Configuration Template, you can select a checklist category from which you want to add items to the template. The selected checklist category is used to sort your selected items in the template. You can add multiple checklist categories that each contain one or more items to your Checklist Configuration Template.

Procedure

  1. Access the Checklist Configurations section.
  2. In the Checklist Configurations section, select the Checklist Configuration Template to which you want to add items.
  3. In the Checklist Configuration Template section, select .
    The New Category window appears.
  4. In the Category Name box, select the category that contains the items you want to add.
    The category items appear.
  5. In the Available Items list, select one or more items that you want to include in the Checklist Configuration Template.
  6. To add the items to the Selected Items list, select .
    Tip: To remove an item from the Selected Items list, select the item you want to remove, and then select . To reorder items, select and .
  7. Select Done.
    The new category and selected items appear in the Checklist Configuration Template section.
    Note: You can only add items from one checklist category at a time. To add another checklist category with items, you must complete the selections for the current checklist category, and then select .
  8. Select .
    One or more checklist categories are added to the Checklist Configuration Template.

Delete a Category from a Checklist Configuration Template

Procedure

  1. Access the Checklist Configurations section.
  2. In the Checklist Configurations section, select the Checklist Configuration Template from which you want to delete checklist categories.
  3. In the Checklist Configuration Template section, select the checklist category you want to delete, and then select .
    Note: When you delete a checklist category, the items contained in the checklist category are also deleted.
  4. Select Yes.

    The checklist category is deleted.

  5. Select .

    The Checklist Configuration Template is saved.

Delete an Item from a Checklist Configuration Template

Procedure

  1. Access the Checklist Configurations section.
  2. In the Checklist Configurations section, select the Checklist Inspection Template from which you want to delete an item.
  3. In the Checklist Configuration Template section, select the checklist category that contains the item you want to delete.
  4. Select the item you want to delete, and then select
  5. Select Yes.

    The item is deleted.

  6. Select .

    The Checklist Configuration Template is saved.

Modify Categories and Items in a Checklist Configuration Template

Procedure

  1. Access the Checklist Configurations section.
  2. In the Checklist Configurations section, select the Checklist Configuration Template that you want to modify.
  3. In the Checklist Configuration Template section, select the checklist category that you want to modify.
  4. Select .
    The Edit Category window appears.
  5. Use > or < to add or remove items from the selected checklist category.
  6. Optionally, you can modify the order of items within the selected checklist category using
  7. Select Done.
  8. Select .

    The Checklist Configuration Template is saved.

Copy a Checklist Configuration Template

Procedure

  1. Access the Checklist Configurations section.
  2. In the Checklist Configurations section, select the Checklist Configuration Template you want to copy.
  3. Select .

    The Template Name window appears.

  4. Enter a unique name for the Checklist Configuration Template you want to copy, and then select an Inspection Family in the list.
  5. Select Done.

    The Checklist Configuration Template you copied appears in the Inspection Configuration workspace.

  6. Select .

    The copied Checklist Configuration Template is saved.