Compliance Management
Deploy Compliance Management
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
Step | Task | Notes |
1 | Review 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. |
2 | Assign 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. |
4 | Create 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. |
5 | Design a policy to use for a Compliance Strategy Template. | This step is required. You can create this policy using the Policy Designer. |
6 | Create 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. |
7 | Create a Compliance Strategy Template using the administrative features of Compliance Management. | This step is required. |
8 | Link assets to the Compliance Strategy Template. | This step is required. |
9 | Map 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
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
Procedure
Compliance Strategy Template Datasheet - Revert to Baseline
About This Task
Family | Family ID | Datasheet Updated (Default) |
---|---|---|
Compliance Strategy Template | MI_COMP_STRAT_TEMP | Compliance Strategy Template |
- 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.
Procedure
Compliance Recommendation - Revert to Baseline
About This Task
Family | Family ID | Datasheet Updated (Default) |
---|---|---|
Compliance Recommendation | MI_COMP_RECOMM | Compliance Recommendation |
- 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.
Procedure
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.
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 Group | Permissions |
---|---|
MI Inspection |
|
MI Inspection Viewer | View |
MI RBI Administrator | View |
MI RBI Analyst | View |
MI RBI Viewer | View |
MI Thickness Monitoring Administrator | View |
MI Thickness Monitoring Inspector | View |
MI Thickness Monitoring User | View |
MI Thickness Monitoring Viewer | View |
Security Roles
Compliance Management security roles can perform the following tasks:Task | Description |
---|---|
Approve | Change the state of an Inspection Plan to Approved. |
Apply Templates | Apply suggested Compliance Strategy Templates to assets in the Assets without Templates section of the Compliance Management Overview page. |
Create | Create an Inspection Plan or Compliance Strategy Template. |
Modify | Modify Inspection Plans and Compliance Recommendations by changing States, deleting Compliance Recommendations, and implementing Compliance Recommendations as Inspection Tasks. |
Suggest Templates | Suggest Compliance Strategy Templates to be linked to assets in the Assets without Templates section of the Compliance Management Overview page. |
View | Access a Compliance Recommendation, Inspection Plan, or Compliance Strategy Template. |
Security Role | Inspection Plan Privileges | Compliance Strategy Template Privileges | Assigned Security Group |
---|---|---|---|
MI Compliance Administrator | View |
| |
MI Compliance Analyst |
|
| |
MI Inspection Plan Approver Note: You would have to be assigned to the permission set MI Compliance Approver. |
|
|
|