Compliance Management

Deploy Compliance Management

The checklists in this section of the documentation contain all the steps necessary for deploying and configuring this module whether you are deploying the module for the first time or upgrading from a previous version.
Important: You must have an active license in Compliance Management, Inspection Management, and Policy Designer to use this module.

Deploy Compliance Management for the First Time

Before You Begin

The following table outlines the steps that you must complete to deploy and configure this module for the first time.

These tasks may be completed by multiple people in your organization. GE Digital recommends, however, that the tasks be completed in the order in which they are listed.

Results

StepTaskNotes
1Review the Compliance Management data model to determine which relationship definitions you will need to modify to include your custom equipment and location families. Via Configuration Manager, modify the relationship definitions as needed. This step is required only if you store equipment and location information in families other than the baseline Equipment and Functional Location families.
2Assign users to the MI Inspection Security Group to provide privileges to the Compliance Management families.This step is required.
3

Assign Security Users to one or more of the Security Roles used in Compliance Management.

This step is required.

Security Users will need permissions to the Compliance Management families before they can use the Compliance Management features.

4Create Inspection Strategy records using Record Manager. This step is required. You should create Compliance Strategy records that adhere to the compliance standards of a regulatory body that requires inspections.
5Design a policy to use for a Compliance Strategy Template.This step is required. You can create this policy using the Policy Designer.
6Create a query that will return the assets that you want to link to the Compliance Strategy Template.This step is optional. You can also add assets to the Compliance Strategy Template by individual asset.
7Create a Compliance Strategy Template using the administrative features of Compliance Management. This step is required.
8Link assets to the Compliance Strategy Template.This step is required.
9Map the Policy to the Compliance Strategy Template that you created.This step is required.

Upgrade Compliance Management

Before You Begin

The following tables outline the steps that you must complete to upgrade this module to the latest version of GE Digital APM .

These tasks may be completed by multiple people in your organization. We recommend, however, that the tasks be completed in the order in which they are listed.

After you upgrade to the latest version of GE Digital APM, following updates are automatically available:

  • The MI Compliance Approver security role caption will be updated to MI Inspection Plan Approver.
  • All security users who belong to the MI RBI Analyst security group will belong to the MI Inspection Plan Approver security role.
  • The MI Inspection Plan Approver security role will have the MI ASM Analyst security group assigned.
  • Compliance Recommendation Revision family will be renamed to Recommendation Revision. The datasheet for this family will be renamed to Recommendation Revision.
  • The query Compliance Recommendation by Plan for Compliance will be renamed to Recommendation by Plan.
  • The relationship family caption Has Compliance Recommendation will be updated to Inspection Plan Has Recommendation.

Procedure

  • Upgrade to the latest version of GE Digital APM.
    StepTaskNotes
    1Revert the following Compliance Management query to baseline:

    Public/Meridium/Modules/Inspection/Compliance/Queries/Recommended Actions by Selected Plans

    This step is required if you want to use the RBI Inspection Grouping functionality.
    2Revert the following Compliance Management query to baseline:
    • Public/Meridium/Modules/Inspection/Compliance/Queries/Active Recommendations of Plan for Unit
    • Public/Meridium/Modules/Inspection/Compliance/Queries/All Inspection Plans for Unit
    • Public/Meridium/Modules/Inspection/Compliance/Queries/Assets with Inspection Plans
    • Public/Meridium/Modules/Inspection/Compliance/Queries/Compliance Superseded Recommendations
    This step is required only if you have modified the following queries:
    • Active Recommendations of Plan for Unit
    • All Inspection Plans for Unit
    • Assets with Inspection Plans
    • Compliance Superseded Recommendations (Caption: Linked Recommendations)

  • StepTaskNotes
    1Revert the following Compliance Management query to baseline:

    Public/Meridium/Modules/Inspection/Compliance/Queries/Recommended Actions by Selected Plans

    This step is required if you want to use the RBI Inspection Grouping functionality.
    2Revert the following Compliance Management query to baseline:
    • Public/Meridium/Modules/Inspection/Compliance/Queries/Active Recommendations of Plan for Unit
    • Public/Meridium/Modules/Inspection/Compliance/Queries/All Inspection Plans for Unit
    • Public/Meridium/Modules/Inspection/Compliance/Queries/Assets with Inspection Plans
    • Public/Meridium/Modules/Inspection/Compliance/Queries/Compliance Superseded Recommendations
    This step is required only if you have modified the following queries:
    • Active Recommendations of Plan for Unit
    • All Inspection Plans for Unit
    • Assets with Inspection Plans
    • Compliance Superseded Recommendations (Caption: Linked Recommendations)

Revert the Compliance Management Query to Baseline

This action is required only if you want to use the RBI Inspection Grouping functionality.

About This Task

If you have modified the Recommended Actions by Selected Plans query, perform the following steps to revert the query to baseline:

Procedure

  1. Access the Catalog page.
  2. Navigate to the following Public folder:
    Public/Meridium/Modules/Inspection/Compliance/Queries/
  3. Select the check box next to the Recommended Actions by Selected Plans query, and then select .
    The Confirm Delete window appears, asking you to confirm if you want to delete the selected query.
  4. Select OK.
    The selected query is deleted.
  5. Navigate to the following Baseline folder.
    Baseline/Meridium/Modules/Inspection/Compliance/Queries/
  6. Select the check box next to the Recommended Actions by Selected Plans query, and then select .
    The Catalog Folder Browser window appears.
  7. Navigate to the Public folder containing the query that you deleted in step 3.
  8. Select OK.
    A success message appears indicating that the selected item has been copied successfully.

Compliance Strategy Template Datasheet - Revert to Baseline

About This Task

The default datasheet for Compliance Strategy Template family has been updated. The field Policy Name is included and the deprecated field Policy Key is removed from the datasheet.
FamilyFamily IDDatasheet Updated (Default)
Compliance Strategy TemplateMI_COMP_STRAT_TEMPCompliance Strategy Template
If you have customized the default datasheet for Compliance Strategy Template family, then you must do one of the following:
  • Using Family Management, edit the default datasheet for the Compliance Strategy Template family. Replace the Policy field to Policy Name field in the datasheet.
  • Run Revert to Baseline for each family.
Important: Running this utility overwrites your current datasheet and replaces it with the baseline version. You must be a super user in GE Digital APM to run the Revert to Baseline utility.

Procedure

  1. Log in to the server where GE Digital APM is installed.
  2. Navigate to <Installation Directory>\Meridium\Upgrade\DBUpgrade.
  3. Run the RevertToBaselineApp.exe file as administrator.
    The Revert To Baseline Login window appears.
  4. In the Meridium Data Source box, enter the data source name that you want to access.
  5. Enter your login credentials, and then select Next.
    The available families that can be reverted to baseline appear.
  6. Select the Compliance Strategy Template family, and then select Revert to Baseline.
    The Various Options For Revert window appears.
  7. Select Datasheets.
    Select the Default Datasheet from the drop-down list, and then select Ok.

Compliance Recommendation - Revert to Baseline

About This Task

The default datasheet for Compliance Recommendation family has been updated and it includes the Certification and the Chamber fields.
FamilyFamily IDDatasheet Updated (Default)
Compliance RecommendationMI_COMP_RECOMMCompliance Recommendation
If you have customized the default datasheet for the Compliance Recommendation family, and want to view Certification and Chamber-related data, then you must do one of the following:
  • Using Family Management, edit the default datasheet for the Compliance Recommendation family. Next, add the Certification, Chamber, and Applicable Regulation fields in the datasheet.
  • Run Revert to Baseline for each family.
Important: Running this utility overwrites your current datasheet and replaces it with the baseline version. You must be a super user in GE Digital APM to run the Revert to Baseline utility.

Procedure

  1. Log in to the server where GE Digital APM is installed.
  2. Navigate to <Installation Directory>\Meridium\Upgrade\DBUpgrade.
  3. Run the RevertToBaselineApp.exe file as administrator.
    The Revert To Baseline Login window appears.
  4. In the Meridium Data Source box, enter the data source name that you want to access.
  5. Enter your login credentials, and then select Next.
    The available families that can be reverted to baseline appear.
  6. Select the Compliance Recommendation family, and then select Revert to Baseline.
    The Various Options For Revert window appears.
  7. Select Datasheets.
    Select the Default Datasheet from the drop-down list, and then select Ok.

Compliance Management Security Groups and Roles

The following table lists the baseline Security Groups available for users within this module, as well as the baseline Roles to which those Security Groups are assigned. In Predix APM, Roles are assigned to Security Users through permission sets.

Important: Assigning a Security User to a Role grants that user the privileges associated with all of the Security Groups that are assigned to that Role. To avoid granting a Security User unintended privileges, before assigning a Security User to a Role, be sure to review all of the privileges associated with the Security Groups assigned to that Role.

Security Groups

The following families adhere to the security groups listed in the table below:
  • Asset Has Compliance Template
  • Asset Has Inspection Plan
  • Compliance Recommendation
  • Recommendation Revision
  • Compliance Policy Mapping
  • Compliance Strategy
  • Compliance Strategy Template
  • Compliance Template Has Mapping
  • Inspection Plan Has Recommendations
  • Has Inspection Plan Revision
  • Implements Compliance Recommendation
  • Inspection Plan
  • Inspection Plan Revision
  • Suggested Compliance Templates
Security GroupPermissions
MI Inspection
  • View
  • Insert
  • Update
  • Delete
MI Inspection ViewerView
MI RBI AdministratorView
MI RBI AnalystView
MI RBI ViewerView
MI Thickness Monitoring AdministratorView
MI Thickness Monitoring InspectorView
MI Thickness Monitoring UserView
MI Thickness Monitoring ViewerView

Security Roles

Compliance Management security roles can perform the following tasks:
TaskDescription
ApproveChange the state of an Inspection Plan to Approved.
Apply TemplatesApply suggested Compliance Strategy Templates to assets in the Assets without Templates section of the Compliance Management Overview page.
CreateCreate an Inspection Plan or Compliance Strategy Template.
ModifyModify Inspection Plans and Compliance Recommendations by changing States, deleting Compliance Recommendations, and implementing Compliance Recommendations as Inspection Tasks.
Suggest TemplatesSuggest Compliance Strategy Templates to be linked to assets in the Assets without Templates section of the Compliance Management Overview page.
ViewAccess a Compliance Recommendation, Inspection Plan, or Compliance Strategy Template.
The following security roles are available in Compliance Management:
Security RoleInspection Plan PrivilegesCompliance Strategy Template PrivilegesAssigned Security Group
MI Compliance AdministratorView
  • Apply Templates
  • Create
  • Modify
  • Suggest Templates
MI Compliance Analyst
  • Create
  • Modify
  • Apply Templates
  • Suggest Templates
  • View
MI Inspection Plan Approver
Note: You would have to be assigned to the permission set MI Compliance Approver.
  • Create
  • Modify
  • Approve
  • Apply Templates
  • Suggest Templates
  • View
  • MI ASM Analyst