About the Rounds Data Loaders Load Verification

Prerequisites

After each worksheet is loaded:

  1. Review the data loader log to identify any errors or warnings.
  2. Update the data loader workbook to correct any errors, and then re-import.
  3. Repeat until the import of each record is error free.

Steps

Note: It is recommended that a query is executed in GE Digital APM on the relevant family to ensure that records have been created and populated as expected. Imported records should also be spot checked in Record Manager or Rounds Designer to verify that the expected relationships have been created and site references have been set.

  1. Log in to GE Digital APM as a Rounds Administrator user.

  2. On the left navigation menu, select Health, and then select Rounds Designer.

    The Rounds Designer Overview page appears.

  3. Select the Allowable Values tab.

    The Allowable Values section appears, displaying a list of Allowable Values categories. The Allowable Values categories are groups of Allowable Values records that have the same value in the Category field.

  4. Select an Allowable Value category.

  5. Verify that the data appears as expected, and that the values can be edited or new values added to the Category.

  6. Verify that you can create new character (and numeric, if applicable) ML Templates and MLs, using Categories from the imported Allowable Values data.

  7. Verify that the Allowable Values appear as expected.

  8. Select the ML Templates tab.

  9. Verify that the loaded ML Templates appear as expected.

  10. Select an ML Template to open in Record Manager.

  11. Verify that the record contains the expected values and can be edited.

  12. Select an ML Template.

  13. Verify that Update Existing MLs feature returns the expected related MLs.

  14. Select the ML Template Groups tab.

  15. Verify that the loaded Template Groups appear as expected.

  16. Select an ML Template Group.

  17. Verify that Templates and Conditions can be added, and that the drag-and-drop items to reorder works as expected.

  18. Select the Routes tab.

  19. Verify that the loaded Routes appear as expected.

  20. If the Users are assigned to the Routes via the data loader, select the Routes tab, select a Route, and verify that it has been assigned to a User.
  21. Select a Route to open in Route Management and:

    1. Verify the New and existing MLs, MLs from Templates, and if Conditions can be added.
    2. Verify that the Routes can be re-ordered.
    3. Verify that the MLs are linked to Assets.
    4. Verify that the Asset information is populated.
    5. Verify that the Schedules have been populated.
    6. Verify that the Readings have been linked to MLs.
  22. Select the Routes tab, select a Route, and verify that it can be assigned to a User.

    Ensure that the Route and/or MLs it contains are due.

  23. Log out of GE Digital APM.

  24. Log in to GE Digital APM as Mobile Data Collection user.

  25. On the left navigation menu, select Health, and then select Rounds Data Collection.

    The Rounds Data Collection page appears.

    1. For complete test coverage, this should be done on an applicable mobile device.
  26. Verify that the assigned Route appears on the Rounds Data Collection Overview page.

  27. Verify that the Route can be set for offline use.

  28. Select the Route from the Due or Overdue list and perform an inspection:

    1. Enter Readings for some of the checkpoints, verifying that the Reading field contains the expected Allowable Values, if applicable
    2. Verify that the alerts are triggered, that alert messages are displayed, and that the actions can be selected as expected.
    3. Add a Recommendation for an ML.
    4. Close the tab.
    5. Mark the Route done.
  29. Log out of GE Digital APM.

  30. Log in toGE Digital APM as Rounds Administrator user.

  31. On the left navigation menu, select Health, and then select Rounds Designer.

    The Rounds Designer Overview page appears.

  32. Select the Routes tab.
  33. Select the Route for which the inspection was just completed.
  34. Verify that the Route History appears correctly. Check that the correct number of readings are reported.
  35. Verify that the Readings that were taken appear against the relevant MLs.
  36. Verify that the Recommendation that was created appears against the relevant ML.

If you set up the Asset Health Indicator service to run during the data load, you should also verify that health indicators have been created as expected:

  1. Access a Measurement Location that was imported in Record Manager, and verify that a Health Indicator record is linked to the Measurement Location.
  2. Alternatively, access the asset related to the Measurement Location in Asset Health Manager to view the health indicators that exist for the asset.
    1. On the left navigation menu, select Admin, and then select Application Settings.

      The Application Settings page appears.

    2. Select AHM.
    3. In the left pane, select the Health Indicator Source Management tab, and then use the filter and search options to find the Measurement Locations to which you want to add health indicators.
    4. Verify that a green check mark is displayed for the Measurement Locations for which related Health Indicator records do not exist.
    5. To create Health Indicator records for Measurement Locations beside which the green check mark appears, but for which there are no records:

      1. Select the check boxes next to the affected Measurement Locations, and then select Exclude.

        A red X appears.

      2. Select Include.

        Health Indicators will now be created.

  3. If health indicators have not been created as expected, you can manually create health indicators by performing the following steps::

    1. On the left navigation menu, select Admin, and then select Application Settings.

      The Application Settings page appears.

    2. Select AHM.
    3. In the left pane, select the Health Indicator Source Management tab, and then use the filter and search options to find the Measurement Locations to which you want to add health indicators.
    4. Verify that a green check mark is displayed against the Measurement Locations for which related Health Indicator records do not exist.
    5. To create health indicator records for Measurement Locations beside which the green check mark appears but there is no record:

      1. Select the check boxes next to the affected Measurement Locations, and then select Exclude.

        A red X appears.

      2. Select Include.

        Health Indicators will now be created.

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