Inspection Management

Deploy Inspection 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.

Deploy Inspection 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	Assign Security Users to one or more of the Security Roles used in IM.	This step is required. Security Users will need permissions to the Inspection Management families before they can use the Inspection Management features.
2	Assign Resource Roles to users.	This step is required to define the users who can perform Inspection workflows as Inspectors, supervisors, administrators, contract inspectors, and risk analysts in Inspection Management.
3	Modify baseline Application Configuration settings.	This step is required only if you want to modify Application Configurations. The following Application Configurations are defined in the baseline database: Asset Query Path; Associated Relationship Family; Published Query Path; Summary Query Path; Alerts Query Path; Asset Is Successor; Profile Configuration; Method Configuration; Strategy Rule Configuration.
4	Define the Inspection Profile for each piece of equipment that you will inspect.	This step is required only if you plan to create Inspection records in baseline families other than the Checklists subfamilies.
5	Modify the baseline Asset query.	This step is required only if you want Inspection records to be linked to records in a family other than the Equipment family.
6	Define Event Configurations for any new Inspection families that you have created.	This step is required only if you have created custom Inspection families that you want to use within Inspection Management.
7	Create a Checklist Configuration Template for custom inspections.	This step is optional.
8	Define Taxonomy Configurations for Inspection Families and Checklist Configurations.	This step is required only if you want to link Inspection Families and Checklist Configurations to assets using equipment taxonomy.
9	Assign certifications to users.	This step is optional.
10	Group inspection work into Work Packs.	This step is optional.

Upgrade Inspection 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.

Note: If you are using Inspection Field Data Collection for Offline Inspections, please follow the upgrade steps to install the latest app on mobile devices used for Inspection Field Data Collection.

After you upgrade:

A new Human Resource role, Contract Inspector (ID: CONTRACT INSPECTOR) is now available in MI_RESOURCE_ROLE system code table. This is to facilitate the enhancement where a Contract Inspector can now update the Status field in Inspection records to Pending Approval without being the user defined in the Inspection Report Owner field if they are also a Team Member in the associated Inspection record.

Procedure

Upgrade to the latest version of GE Digital APM.


Step	Task	Notes
1	Revert the following Inspection Management queries to baseline: Public\Meridium\Modules\Inspection\Overview Queries\All Inspections for Asset Public\Meridium\Modules\Inspection\Overview Queries\All Inspections for Asset with Inspection Grouping Public\Meridium\Modules\Inspection\Work Pack Queries\All Inspections in a Work Pack Public\Meridium\Modules\Inspection\Overview Queries\All Inspections for Unit Public\Meridium\Modules\Inspection\Overview Queries\All Inspections for Unit and Below Public\Meridium\Modules\Inspection\Overview Queries\My Open Inspections Public\Meridium\Modules\Inspection\Overview Queries\Open Inspections for Unit Public\Meridium\Modules\Inspection\Overview Queries\Users Open Inspections (Including Team Members) Public\Meridium\Modules\Inspection\Overview Queries\Users Open Inspections	This step is required only if you have modified the following queries: All Inspections for Asset. All Inspections for Asset with Inspection Grouping. All Inspections in a Work Pack. All Inspections for Unit All Inspections for Unit and Below My Open Inspections Open Inspections for Unit Users Open Inspections (Including Team Members) Users Open Inspections
2	Update the approval work process of Inspection Recommendations to use the new state management.	A new state configuration has been developed for the Inspection Recommendation approval work process. This state configuration includes some new states and the existing states are updated. This step is required only if: You are using customized state configuration for the approval work process and want to use the new state configuration. You have a customized state configuration for the approval work process, but using the recommendation status for the approval work process, and want to use the new state configuration. In both the cases, you must run the Revert to Baseline utility to map the existing states to the new states.
3	Update the datasheets for Inspection families supported in Inspection Field Data Collection: Full Inspection General Inspection API 510 External Checklist API 510 Internal Checklist API 510 Internal Exchanger Checklist API 570 External Checklist API 653 External Checklist API 653 Internal Checklist External PRD Checklist PRD Pop Test Checklist Checklist Inspection Template	If you have customized the default datasheet for any of these families and want to see the download data for Inspection Field Data Collection, you must do one of the following: Using Family Management, edit the default datasheet of each family. Add a new section, Download Information with the following fields: Downloaded Last Downloaded By Last Downloaded Date Last Synced Back By Last Synced Date Run Revert to Baseline for each family.
4	Revert the following Inspection Management queries to baseline: Public\Meridium\Modules\Inspection\Report Queries\Checklist Report Query	This step is required only if you want to use the baseline Checklist Inspection Report/ Blank Checklist Inspection Report and modified the following query: Checklist Report Query Note: Inspection ID details are added in the Checklist Report Query to display the Inspection ID in the baseline Checklist Inspection Report.

Revert Inspection Management Queries to Baseline

This action is required only if you have modified certain Inspection Management queries.

About This Task

If you have modified the following Inspection Management queries, perform the steps to revert these queries to baseline.

All Inspection Assets with Inspection Or Task for Unit
All Inspections for Asset
Active Recommendations of Plan for Unit
All Inspection Plans for Unit
Assets with Inspection Plans
MI_INSPHIST_ASSETDTL

Procedure

Access the Catalog page.
Navigate to the Public folder for the query that you want to revert.
The queries that you want to revert are stored in the following sub-folders within the Public/Meridium/Modules/Inspection/ folder.
- Overview Queries
- Compliance/Queries
- Report Queries
Select the check box next to the query that you want to revert, and then select .
The Confirm Delete window appears, asking you to confirm if you want to delete the selected query.
Select OK.
The selected query is deleted.
Navigate to the Baseline folder for queries.
The baseline queries for the queries that you want to revert are stored in the following sub-folders within the Baseline/Meridium/Modules/Inspection/ folder.
- Overview Queries
- Compliance/Queries
- Report Queries
Select the check box next to the query that you want to revert, and then select .
The Catalog Folder Browser window appears.
Navigate to the folder containing the public query that you deleted in step 3.
Select OK.
A success message appears indicating that the selected Item has been copied successfully.
Repeat Steps 2-8 for each query that you want to revert to baseline.

Inspection Datasheets - Revert to Baseline

About This Task

The default datasheets on Inspection families supported for Inspection Field Data Collection have been updated to include fields to track download information:


Family	Family ID	Datasheet Updated (Default)
Full Inspection	MI_INSPFULL	Full Visual Inspection
General Inspection	MI_INSP_GEN	General Inspection - Default
API 510 External Checklist	MI_API510EXT_CHECK	API 510 External Checklist - Default
API 510 Internal Checklist	MI_API510INT_CHECK	API 510 Internal Checklist - Default
API 510 Internal Exchanger Checklist	MI_API510IEX_CHECK	API 510 Internal Exchanger Checklist - Default
API 570 External Checklist	MI_API570EXT_CHECK	API 570 External Checklist - Default
API 653 External Checklist	MI_API653EXT_CHECK	API 653 External Checklist – Default
API 653 Internal Checklist	MI_API653INT_CHECK	API 653 Internal Checklist - Default
External PRD Checklist	MI_EXTNL_PRD_CHECK	External PRD Checklist
PRD Pop Test Checklist	MI_PRD_PT_CHECK	PRD Pop Test Checklist
Checklist Inspection Template	MI_GEN_INSP_TMP	Checklist Inspection Template

If you have customized the default datasheet for any of these families and want to see the download data for Inspection Field Data Collection must do one of the following:

Using Family Management, edit the default datasheet of each family. Add a new section, Download Information with the following fields:
- Downloaded
- Last Downloaded By
- Last Downloaded Date
- Last Synced Back By
- Last Synced Date
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

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

Inspection 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 Group	Roles
MI Inspection	MI Mechanical Integrity Administrator MI Mechanical Integrity Power MI Mechanical Integrity User
MI Inspection Viewer	MI APM Viewer MI Mechanical Integrity Viewer
MI Compliance Analyst
MI Compliance Administrator
MI Inspection Plan Aprover

Note:

The groups MI Compliance Analyst, MI Compliance Administrator, and MI Inspection Plan Approver are in general provided as a baseline content. These groups must be used only when you implement the https://digitalsupport.ge.com/communities/en_US/Article/V4-3-1-0-1-Compliance-Management-and-Risk-Based-Inspection-How-to-configure-Inspection-Plans-to-be-managed-by-users-with-a-Security-Groups.

The following roles can be assigned to a group or user:

Inspector
Inspection Supervisor
SC Recommendations Implementer
SC Recommendations Reviewer

These roles are used in State Management.


Family	MI Inspection	MI Inspection Viewer
Entity Families
Alert	View, Insert, Update, Delete	View
Certification	View, Insert, Update, Delete	View
Checklist Finding	View, Insert, Update, Delete	View
Conditional Alerts	View, Insert, Update, Delete	View
Corrosion	View, Insert, Update, Delete	View
Equipment	View, Insert, Update, Delete	View
Event	View, Insert, Update, Delete	View
Finding	View, Insert, Update, Delete	View
Human Resource	View	View
Inspection Method	View, Insert, Update, Delete	View
Inspection Profile	View, Insert, Update, Delete	View
Inspection Team Member	View, Insert, Update, Delete	View
Inventory Group Configuration	View	View
Potential Degradation Mechanisms	View	View
RBI Degradation Mechanisms	View	View
RBI Inspection Auto-Selection Criteria	View	View
Recommendation	View, Insert, Update, Delete	View
Reference Document	View, Insert, Update, Delete	View
Resource Role	View, Insert, Update, Delete	View
SAP System	View	View
Security User	View	View
Strategy	View, Update	View
Task	View, Insert, Update, Delete	View
Taxonomy References	View	View
Time Based Inspection Interval	View, Insert, Update, Delete	View
Time Based Inspection Setting	View, Insert, Update, Delete	View
Work Pack	View, Insert, Update, Delete	View
Relationship Families
Belongs to a Unit	View, Update, Insert, Delete	View
Checklist Has Finding	View, Insert, Update, Delete	View
Has Certifications	View, Insert, Update, Delete	View
Has Degradation Mechanisms	View	View
Has Findings	View, Insert, Update, Delete	View
Has Inspection Method	View, Insert, Update, Delete	View
Has Inspection Profile	View, Insert, Update, Delete	View
Has Inspection Scope	View, Insert, Update, Delete	View
Has Inspections	View, Insert, Update, Delete	View
Has Potential Degradation Mechanisms	View	View
Has Recommendations	View, Insert, Update, Delete	View
Has Reference Documents	View, Insert, Update, Delete	View
Has Roles	View, Insert, Update, Delete	View
Has Sub-Inspections	View, Insert, Update, Delete	View
Has Tasks	View, Insert, Update, Delete	View
Has Task History	View, Insert	View
Has Task Revision	View, Insert	View
Has Team Member	View, Insert, Update, Delete	View
Has Taxonomy Hierarchy Element	View	View
Has Taxonomy Mapping	View	View
Has Time Based Inspection Interval	View, Insert, Update, Delete	View
Has Work Pack	View, Update, Insert, Delete	View
Is a User	View	View
Is Planned By	View, Insert, Update, Delete	View
Is Executed By	View, Insert, Update, Delete	View

Note: Security privileges for all modules and catalog folders can be found in the APM documentation.

Note that:

The family-level privileges granted to the following families are also spread to all of their subfamilies:
- Event
- Taxonomy References
The Has Task History relationship family is inactive in the baseline GE Digital APM database.
In addition to the families listed in the preceding table, members of the MI Inspection Security Group have View privileges to additional families to facilitate integration with the Risk Based Inspection module. Since these families are not used elsewhere in Inspection Management, they are not listed in this table.

Note: As part of implementing Inspection Management, you will decide whether you want to link Inspection records to Equipment records, Functional Location records, or both. If you want to link Inspection records to Functional Location records, you will need to grant members of the MI Inspection Security Group at least View privileges to the Functional Location family and the Functional Location Has Equipment relationship family. All new users are automatically assigned to the Everyone user group.