About the Inspection Management (IM) Data Loaders Workbook Layout and Use

To import data using the Inspection Management (IM) Data Loaders, GE Digital APM provides the following Excel workbooks:

You must use these workbooks to load the data. You can modify the Excel workbooks to include custom fields used by your organization. Generally, your organization will use one of the two workbooks, but not both.

Note: The Excel workbooks are referred to throughout this documentation as the data loader workbooks.

The following table provides a list of worksheets that are included in the data loader workbooks. Unless otherwise specified, the worksheets appear in both the workbooks.

Worksheet

Description

Assets

This worksheet is used to specify existing Equipment records to which Inspections and related records will be linked. This worksheet appears only in the Inspection Management (IM) Assets Data Loader workbook.

Functional_Location

This worksheet is used to specify existing Functional Location records to which Inspections and related records will be linked. This worksheet appears only in the Inspection Management (IM) Functional Location Data Loader workbook.

Inspection_Profile

This worksheet is used to specify Inspection Profile records that you want to create or update.

Inspection_Method

This worksheet is used to specify Inspection Method records that you want to create or update.

Inspection_Task This worksheet is used to specify Inspection Task records that you want to create or update.
Inspections

This worksheet is used to specify the following records:

  • Bundle Inspection
  • Full Inspection
  • General Inspection
  • Pressure Test Inspection
  • All types of Checklists
Inspection_Confidence_Eval This worksheet is used to specify Inspection Confidence Evaluation records that you want to create or update.
Bundle_Sub_Inspection This worksheet is used to specify Bundle Sub-Inspection records that you want to create or update.
Press_Test_Sub_Inspection This worksheet is used to specify Pressure Test Sub-Inspection records that you want to create or update.

General_Finding

This worksheet is used to specify General Finding records that you want to create or update.

Custom_Sub_Inspection If you have created a custom sub inspection family, this worksheet is used to specify the custom sub inspection records that you want to create or update.

Inspection_Recommendation

This worksheet is used to specify Inspection Recommendation records that you want to create or update.

Reference_Document

This worksheet is used to specify Reference Document records that you want to create or update.

(Picklist)

This worksheet contains a list of valid values that you can enter in each column (as applicable) in the aforementioned worksheets. When you load data using the data loader, the data on this worksheet is not loaded.

Color Coding

Certain columns on the worksheets have different functions and requirements. To illustrate this, certain columns are color-coded. The following table lists the colors and what they represent.

Color

Description

Comments

 

Required Key Fields

Indicates columns that contain values that are used by the Inspection Management (IM) Data Loaders to look up and create records. If these columns are removed from the worksheets, the data load will fail. While the worksheets require that these columns be present, values are not necessarily required in these columns.

 

Fields Required for Saving Records

Indicates columns that contain values that are required to save the record.

 

Recommended Fields

Indicates columns that, according to GE Digital Best Practice for Inspection Management, should contain values.

 

Custom Fields

Indicates columns in which you can specify custom fields.

Limitations

The Inspection Management (IM) Data Loaders have the following limitations:

Copyright © 2018 General Electric Company. All rights reserved.