General Reference

Compliance Queries

Compliance Folder Items

The Catalog folder \\Public\Meridium\Modules\Inspection\Compliance\Queries contains the following queries used in the Compliance workflow.

Query

Behavior and Usage

Assets with Templates without Inspection Plans

Displays assets that have a Compliance Strategy Template linked. This query is used in the Assets with Templates section in the Compliance Management Overview page. The entity key of the asset must be used in the query and have the alias ASSET_ENTY_KEY.

Assets without Templates

Displays assets that do not have a Compliance Strategy Template linked. This query is used in the Assets without Templates section in the Compliance Management Overview page.

The following columns in the query must be used, and the aliases must contain the following values.

Column	Alias
MI_ENTITY.ENTY_KEY	ASSET_ENTY_KEY
[MI_SUGG_COMP_TEMP].[MI_SUGG_COMP_TEMP_TMP_KEY_N]	TEMP_KEY

Compliance Template Assets

Displays the Compliance Strategy Templates for a given compliance category. This query is used for populating the Assets section in the Compliance Strategy Template in the Compliance Configuration section of the IM Admin Preferences page.

Important:

The ASSET_ENTY_KEY must not be modified or deleted.
If you are using assets that are from families other than Equipment or Functional Location, you must add the family to the query using a union.

Compliance Templates by Category

Displays the assets associated with a given Compliance Strategy Template.

Important: The [MI_COMP_STRAT_TEMP].ENTY_KEY column must not be removed, and the alias, ENTY_KEY, must not be modified. In the WHERE criteria, the ID of the parameter must be category.

Assets with Inspection Plans

Displays the assets that are associated with an Inspection Plan.

Compliance Management Overview Filter Parameters

This query is used in the Compliance Management Overview page.

Compliance Templates

This query is used in the Compliance Templates section in the Compliance Management Overview page.

Assets with Compliance Recommendations

Displays the Compliance Recommendations count for an Asset.

Inpsection Plan Queries

The Catalog folder \\Public\Meridium\Modules\Inspection\Compliance\Queries contains the following queries used in the Inspection Plan workflow.

Query

Behavior and Usage

Compliance Recommendations by Plan

Displays Recommendations based on the Inspection Plan.

The following columns in the query must be used, and the aliases must contain the following values.

Column	Alias
[MI_COMP_RECOMM].ENTY_ID AND [MI_RBIRECOM].ENTY_ID	REC_ENTY_ID
[MI_COMP_RECOMM].ENTY_KEY AND [MI_RBIRECOM].ENTY_KEY	REC_ENTY_KEY
[MI_TASKINSP].[MI_TASK_ID]	Task ID
a."SUCC_ENTY_KEY"	Linked Actions
[MI_TASKINSP].ENTY_KEY	TASK KEY
{MIR_RBICRAN}.PRED_ENTY_KEY Note: For Compliance Recommendations, the column must be set to NULL. For RBI Consolidated Recommendations, the column must be set to 0.	Comp Key
PRED_ENTY_KEY Note: For Compliance Recommendations, the column must be set to NULL. For RBI Consolidated Recommendations, the column must be set to 0.	Analysis Key
MI_SM_STATES.SMST_ID	STATE_ID
[MI_COMP_RECOMM].FMLY_KEY AND [MI_RBIRECOM].FMLY_KEY	FMLY_KEY
[MI_RBIRECOM].[MI_RBIRECOM_NONRE_FLG]	NonRecurring?

Important: \\Public\Meridium\Modules\Inspection\Compliance\Queries\Compliance Superseded Recommendation Counts is a subquery and must not be removed from the parent query. In this subquery, the SUCC_ENTY_KEY column is required, and the alias must not be modified.

Compliance Recommendations to Supersede

Displays Recommendations for a given entity keys. This query is used to select the master Recommended Action while superseding Compliance Recommendations in the Recommendation section of the Inspection Plan page.

Important: The [MI_RBIRECOM].ENTY_KEY column must not be removed, and the alias REC_ENTY_KEY must not be modified.

Compliance Superseded Recommendations

Displays a list of Consolidated and Superseded Recommendations. This query is used to access the linked actions in the Inspection Plan page.

Note: The [MI_RBIRECOM].ENTY_KEY column must not be removed, and the alias REC_ENTY_KEY must not be modified.

Inspection Tasks for Asset

Displays the Inspection Tasks for an asset. This query is used to access the Existing Tasks in the Inspection Plan page.

Important: In the WHERE criteria, the ID of the parameter must be ASSET_ENTY_KEY.

Compliance Superseded Recommendation Counts

Returns the count of Consolidated and Superseded Recommendations. This query is used in the Recommendation section of the Inspection Plan page.

Inspection Tasks Available to Implement

Displays the Inspection Tasks available to implement for a Compliance Recommendation. This query is used to access the Inspection tasks after selecting the Implement button in the Inspection Plan page.

Recommended Actions by Selected Plans

Displays unimplemented actions from a given Inspection Plan. This query is used in the Inspection Plan page. The following columns in the query must be used, and the aliases must not be changed.

Column	Alias
[MI_COMP_RECOMM].ENTY_ID AND [MI_RBIRECOM].ENTY_ID	REC_ENTY_ID

Important: In the WHERE clause, the ID of the parameter must be ENTY_KEYS.

All Inspection Plans for Unit

Returns all Inspection Plans for the selected location in the hierarchy. This query is used to access all the Inspection plans in the Inspection Plan Management page.

Active Recommendations of Plans for Unit

Returns all active recommendations for Inspection Plans for the selected location in the hierarchy. This query is used to view active recommendations in the Inspection Plan Management page.

Inspection Plan Revisions

Displays the Inspection Plan Revisions for a given Inspection Plan. This query is used to retrieve the revisions for an Inspection Plan.

Important:

The column [MI_INSP_PLAN_REV].[MI_INSP_PLAN_REV_REVI_DATE_D] must not be removed and its alias must not be changed.
In the WHERE clause, the ID of the parameter must be PLAN_ENTY_KEY.

Compliance Recommendation Revisions for Inspection Plan

Displays the Recommendation Revision records for a given Inspection Plan Revision. This query is used in the Inspection Plan page to view the revisions for a Recommendation.

Important:

The column [MI_COMP_REC_REV].[MI_REC_ID] must not be removed and its alias must not be changed.
In the WHERE clause, the ID of the parameter must be PLAN_REV_ENTY_KEY.

Dashboard Queries Folder Items

The Catalog folder \\Public\Meridium\Modules\MehcanicalIntegrity\Queries\Dashboard Queries contains the following items that are used in the Compliance Management Overview page.

Query	Behavior and Usage
Compliance Recommendations with Approved Plans	This query is used in the Active Recommendation Summary section in the Compliance Management Overview page.
Inspection Plan States	This query is used in the Inspection Plan Summary section in the Compliance Management Overview page.

Compliance Permissions

The following security privileges have been assigned to the \\Public\Meridium\Modules\Inspection\Compliance\ folder.

Role	Permissions
MI Inspection	View Edit Create Delete
MI Inspection Viewer	View
MI RBI Administrator	View
MI RBI Analyst	View
MI Thickness Monitoring Administrator	View
MI Thickness Monitoring Inspector	View
MI Thickness Monitoring User	View

Compliance Management URLs

There is one URL route associated with Compliance Management: cm. The following table describes the various paths that build on the route and the elements that you can specify for each.

URL	Destination
cm/overview The Compliance Management Overview page.

Compliance Strategies URLs

The following URLs in Inspection Management allow you to access Compliance Strategies administrative options.

Element	Description	Accepted Value(s)	Notes
im-admin-preferences/compliance-configuration: Accesses the Compliance Strategies workspace.
im-admin-preferences/compliance-configuration/<templateKey>: Accesses a Compliance Strategy Template.
<templateKey>	Specifies the entity key of the Compliance Strategy Template that you want to view.	The entity key of any Compliance Strategy Template.	None.

Inspection Plan URLs

The following table describes the various paths that are used for the Inspection Plan workflow.

Element	Description	Accepted Value(s)	Notes
cm/asset/<assetKey>: Accesses the Inspection Plan for the specified asset.
cm/plans: Accesses the Inspection Plan Management page.
<assetKey>	Specifies the entity key of the asset record which you want to view.	Any asset key that is associated with an asset in the Asset Hierarchy	You should use the asset key of an asset that has an Inspection Plan created. If you select an asset that does not have an Inspection Plan, a warning message appears.

URLs

Example URL	Destination
cm/asset/3290820029	The Inspection Plan for the selected asset.

Compliance Management System Code Tables

The following table lists the System Code Tables that are used by Compliance Management.

Table ID	Table Description	Function
INSM	Inspection Interval Types	Used to populate the Desired Interval Basis list in Inspection Task records.
MI DEGRADATION MECHANISM TYPES	Degradation Mechanism Types	Used to populate the Degradation Mechanism list in Inspection Plan records.

Compliance Management State Management

The following state changes can be applied to Compliance Recommendations and Inspection Plans based on user Security Roles.

The diagram below shows the workflow of the baseline State Management process as it applies to Compliance Recommendations.

The diagram below shows the workflow of the baseline State Management process as it applies to Inspection Plans.

Details

The Proposed state is the initial state of all Compliance Recommendations.
The Proposed state is the initial state of all Inspection Plans.
When you change the state of an Inspection Plan from Approved to Modified, an Inspection Plan Revision History record is created.
Operations in Compliance Management change the state of Compliance Recommendations or Inspection Plans. Users must have the appropriate security roles to execute these operations.

Reserved States and Operations for Compliance Recommendations

The following tables indicate whether the baseline states and operations are reserved. You cannot remove or modify reserved states or operations.

State Caption	Reserved State	Security Role
Implemented	Yes	MI Compliance Analyst MI Inspection Plan Approver
Not Required	Yes	MI Compliance Analyst MI Inspection Plan Approver
Proposed	No	MI Compliance Analyst MI Inspection Plan Approver
Superseded	Yes	MI Compliance Analyst MI Inspection Plan Approver

Operation	Reserved Operation	Predecessor State	Successor State
Implement	Yes	Proposed	Implemented
Propose	No	Not Required	Proposed
Propose	No	Superseded	Proposed
Mark Not Required	Yes	Proposed	Not Required
Supersede	Yes	Proposed	Superseded
Unimplement	Yes	Implemented	Proposed
Approve	Yes	Proposed	Approved

Reserved States and Operations for Inspection Plans

The following tables indicate whether the baseline states and operations are reserved. You cannot remove or modify reserved states or operations.

State Caption	Reserved State	Security Roles
Approved	No	MI Inspection Plan Approver
Modified	Yes	MI Compliance Analyst MI Inspection Plan Approver
Proposed	No	MI Compliance Analyst MI Inspection Plan Approver

Operation ID	Reserved Operation	Predecessor	Successor
MI_APPROVE	No	Proposed	Approved
MI_APPV_MODIFIED	No	Modified	Approved
MI_MODIFY	Yes	Approved	Modified
MI_PROMOTE	Yes	Proposed	Accepted

Compliance Recommendation and Inspection Task Mappings

When you implement a Compliance Recommendation, you can create new Inspection Tasks or link existing Inspection Tasks to the Compliance Recommendation. Values from the Compliance Recommendation fields populate fields in the Inspection Task.

The following tables list the Inspection Task fields that are populated automatically from these sources.

Table 1. Link Existing Inspection Tasks to Compliance Recommendations
Field	Value	Source
Desired Interval	The value in the Recommended Interval Scope field. Note: This field is populated with the value of the Recommended Interval Scope field only if the value in the Override Interval field is False.	Compliance Recommendation
Desired Interval Basis	Compliance Recommendation Note: This field is populated with the value of the Recommended Interval Scope field only if the value in the Override Interval field is False.	Compliance Recommendation
Task Details	The value in the Recommended Inspection Scope field.	Compliance Recommendation
Task Type	The value in the Task Type field.	Compliance Recommendation

Table 2. Link New Tasks to Compliance Recommendations
Field	Value	Source
Desired Interval	The value in the Recommended Interval Scope field.	Compliance Recommendation
Desired Interval Basis	Compliance Recommendation	Compliance Recommendation
Override Interval	False	Compliance Recommendation
Task Details	The value in the Recommended Inspection Scope field.	Compliance Recommendation
Task ID	The values in the Damage Mechanism and Task Type fields in the following format: <Damage Mechanism><Task Type>.	Compliance Recommendation
Task Type	The value from the Task Type field.	Compliance Recommendation
Asset Key	The key of the asset that the recommendation is linked to.	Compliance Recommendation
Last Date	User provided input. Default value is current date.	Compliance Recommendation