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 instructions assume that you have completed the steps for deploying the basic system architecture.
These tasks may be completed by multiple people in your organization. GE Vernova recommends, however, that the tasks be completed in the order in which they are listed.
Results
| Step | Task | Notes |
| 1 | Review the Inspection 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 | Configure APM to create Task Revision records. | This step is required only if you want Task Revision records to be created every time you create or update a task. These records are used to track historical data related to a task. |
| 3 |
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. |
| 4 | 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. |
| 5 | 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. |
| 6 | 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. |
| 7 | 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. |
| 8 | 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. |
| 9 | Create a Checklist Configuration Template for custom inspections. | This step is optional. |
| 10 | 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. |
| 11 | Assign certifications to users. | This step is optional. |
| 12 | Group inspection work into Work Packs. | This step is optional. |
Upgrade or Update Inspection Management to V4.6.10.0.0
Before You Begin
The following tables outline the steps that you must complete to upgrade this module to V4.6.10.0.0. These instructions assume that you have completed the steps for upgrading the basic APM system architecture.
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:
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
Revert Inspection Management Queries to Baseline
This action is required only if you have modified certain Inspection Management queries.
About This Task
- 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
- 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 the check box next to the query that you want to revert, and then select
.The Catalog Folder Browser window appears.
Inspection Datasheets - Revert to Baseline
About This Task
| 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 |
- 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.
Procedure
- Run the RevertToBaselineApp.exe file as administrator.The Revert To Baseline Login window appears.
- Select the Inspection family that you want to update, and then select Revert to Baseline.The Various Options For Revert window appears.
Inspection Recommendation State Management - Revert to Baseline
About This Task
- You are using customized state configuration for the approval workflow and want to use the new state configuration.
- You have a customized state configuration for the approval workflow, but using the recommendation status for the approval workflow, and want to use the new state configuration.
Before You Begin
- You must be a super user in APM.
- The State Configuration for Inspection Recommendation must be enabled.
Procedure
- Run the RevertToBaselineApp.exe file as administrator.The Revert To Baseline Login window appears.
- Enter your login credentials, and then select Next.The available families that can be reverted to baseline appear.
- Select the Inspection Recommendation family, and then select Revert to Baseline.The Various Options For Revert window appears.
- Select State Management, and then select Ok.The State Management Mapper window appears.
Configure APM to Create Task Revisions
About This Task
You can configure APM to create records that track changes to Task record values, so that you can keep a historical record of Task data on a given date and time. Throughout this documentation, GE Vernova refers to these revision-tracking records as Task Revision records. The family caption, however, is not necessarily Task Revision.
APM provides the following Task Revision families, but you can create your own:
- Task Revision
- Inspection Task Revision
GE Vernova assumes that you do not want a Task Revision record to be created when you create a new Task record or update an existing Task record. If, however, you want these Task Revision records to be created, you will need to perform the following step.
Procedure
Results
About Configuring the Has Task Revision Relationship
The Has Task Revision relationship family is used to link Task Revisions to Tasks. If a relationship definition exists between a Task family and its Task Revision subfamily, when you create a Task record in that family, the APM system will automatically create a Task Revision and link it to the Task. The Task Revision serves as a historical record of the Task data on a given date and time. If you later update the Task, a new Task Revision will be created.
GE Vernova assumes that you do not want a Task Revision to be created when you create a new Task or update an existing Task. If, however, you do want these Task Revisions to be created, you will need to configure the Has Task Revision relationship to include the required families. No relationship definitions are configured for this family in the baseline APM database.
The following table provides an example of a relationship definition that you might configure for the Has Task Revision relationship if you are using the root Task family.
| Predecessor | Successor | Cardinality |
|---|---|---|
| Task | Task Revision | One to Many |
Inspection Task Revision
GE Vernova assumes that you do not want an Inspection Task Revision to be created when you create a new Inspection Task or update an existing Inspection Task. If, however, you do want these Inspection Task Revisions to be created, you will need to configure the Has Task Revision relationship to include the required families. No relationship definitions are configured for this family in the baseline Inspection Management product.
The following table provides an example of a relationship definition that you might configure for the Has Task Revision relationship if you are using the Inspection Task family.
| Predecessor | Successor | Cardinality |
|---|---|---|
| Inspection Task | Inspection Task Revision | One to Many |
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.
| 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 Approver |
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 KBA 000041664.
- 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 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 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.