About Inspection Field Data Collection

About Full and General Inspection Offline Forms

You can download and complete both Full and General Inspections offline. The following subsections are available for Full and General Inspections:
  • Full Inspections
    • General Finding
    • Bundle Sub Inspection
    • Pressure Test Sub Inspection
  • General Inspections
    • General Finding
    • Pressure Test Sub Inspection

Full Inspection Offline Forms

This section displays information that is stored in the offline Full Inspection record. An example of the offline form is shown in the following image.



General Inspection Offline Form

This section displays information that is stored in the offline General Inspection record. An example of the offline form is shown in the following image.



General Finding Offline Form

Important: Downloaded General Findings records will display both the Profile and the Method from the record, and these fields cannot be modified offline. If a user creates a new General Findings record offline, the Profile and Method fields cannot be edited until the record has been synced to your GE Digital APM server and accessed online. Therefore, Inspection Management Best Practices suggest creating General Findings records online prior to downloading them for offline completion.

This section displays information that is stored in the offline General Finding record. An example of the offline form is shown in the following image.



Bundle Sub-Inspection Offline Form

This section displays information that is stored in the offline Bundle Sub Inspection record. An example of the offline form is shown in the following image.



Pressure Test Sub-Inspection Offline Form

This section displays information that is stored in the offline Pressure Test Sub Inspection record. An example of the offline form is shown in the following image.



About Checklist Inspection Offline Forms

The following Checklist Inspections are available for completion offline:

  • 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

API 510 External Checklist Offline Form

This section displays information that is stored in the offline API 510 External Checklist record. An example of the offline form is shown in the following image.



The following sections are available for data collection in the API 510 External Checklist Inspection offline form:

  • General
  • Connections
  • Supports
  • Relief Devices

API 510 Internal Checklist Offline Form

This section displays information that is stored in the offline API 510 Internal Checklist record. An example of the offline form is shown in the following image.



The following sections are available for data collection in the API 510 Internal Checklist Inspection offline form:

  • Shell
  • Head
  • Nozzles
  • Internals
  • Linings

API 510 Internal Exchanger Checklist Offline Form

This section displays information that is stored in the offline API 510 Internal Exchanger Checklist record. An example of the offline form is shown in the following image.



The following sections are available for data collection in the API 510 Internal Exchanger Checklist Inspection offline form:

  • Shell
  • Head
  • Nozzles
  • Internals
  • Linings
  • Channel/Bundle

API 570 External Checklist Offline Form

This section displays information that is stored in the offline API 570 External Checklist record. An example of the offline form is shown in the following image.



The following sections are available for data collection in the API 570 External Checklist offline form:

  • General
  • Connections
  • Supports
  • Insulation

API 653 External Checklist Offline Form

This section displays information that is stored in the offline API 570 External Checklist record. An example of the offline form is shown in the following image.



The following sections are available for data collection in the API 653 External Checklist Inspection offline form:

  • General
  • Connections
  • Supports

API 653 Internal Checklist Offline Form

This section displays information that is stored in the offline API 653 Internal Checklist record. An example of the offline form is shown in the following image.



The following sections are available for data collection in the API 653 Internal Checklist Inspection offline form:

  • Shell
  • Roof
  • Nozzles
  • Internals
  • Linings
  • Bottom

External PRD Checklist Offline Form

This section displays information that is stored in the offline External PRD Checklist record. An example of the offline form is shown in the following image.



The following sections are available for data collection in the External PRD Pop Test Checklist Inspection offline form:

  • General
  • Connections

PRD Pop Test Checklist Offline Form

This section displays information that is stored in the offline PRD Pop Test Checklist record. An example of the offline form is shown in the following image.



The following sections are available for data collection in the PRD Pop Test Checklist Inspection offline form:

  • As Found
  • Valve Rework
  • Corrosion

About the Recommendation Offline Form

You can download and complete inspections containing Inspection Recommendations for use offline.

This section displays information contained in the Inspection Recommendations datasheet.



About the Inspection History Report

The Inspection Field Data Collection Inspection History Report displays the two most recent Inspections that are in the Approved state for that asset or Functional Location. You can view the Inspection History report from its parent Offline Inspection Form.



The Inspection History report includes the following sections:

  • Asset Details: Displays details about the asset or Functional Location for the selected inspection.
  • Inspection History: Displays the following information about the last two inspections for the asset or Functional Location that are in the Approved state:
    • If the selected Inspection is for an asset, then the last two Inspections created for that asset appear.
    • If the selected Inspection is for a Functional Location but not for an asset of that Functional Location, the last two Inspections created for the Functional Location appear.
    Note: The Inspections on the Inspection History Report appear in descending order based on the value in the Completion Date field of the Inspection record.
  • Inspection Confidence Evaluation: Displays the RBI Degradation Mechanisms for which the Inspection has been performed.
  • General Findings: Displays the General Findings results for the Inspection.
  • Inspection Recommendation History: Displays the last three Inspection Recommendations that have been generated for the asset or Functional Location. The Inspection Recommendations are listed in descending order based on the value in the Creation Date field. The Inspection Recommendations in the following states appear:
    • Implemented
    • Approved
    • In Progress
  • Corrosion Analysis Summary: Displays content from the active TM Asset Corrosion Analysis.

Access Inspections Assigned to You

About This Task

To access a list of your inspections on the My Open Inspections page, you must be the report owner on each inspection in the list.

Procedure

  1. Access the Inspection Management Overview.
  2. Select the Underlying Inspections tab.
    The Underlying Inspections section appears.

  3. In the heading of the Underlying Inspections section, select My Open Inspections.
    The My Open Inspections section appears, displaying a list of inspections that have been assigned to you.

What To Do Next

Download offline inspections

Download Offline Inspections

Before You Begin

  • You must be a member of the MI Inspection Security Group to download offline inspections.
  • For an inspection to be downloaded, an offline form must be configured for the families it contains. The following Inspection Families have baseline configurations:
    • Inspections:
      • Full Inspection
      • General Inspection
    • Sub-Inspections:
      • Bundle Sub-Inspection
      • Pressure Test Sub-Inspection
    • Checklist Inspections:
      • 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
    • Findings:
      • Checklist Finding
      • General Finding
    • Any existing Inspection Recommendations for the Inspection are also downloaded.

Procedure

Do one of the following:
  • Download a single inspection.
  • Download bulk inspections.

Download a Single Inspection

Procedure

  1. Access the Inspection Management Overview page.
  2. Select the Inspection Assets tab, and then select the Equipment ID for the asset containing the inspections that you want to download.
    The Inspection Management Overview page appears, displaying the inspections for the selected asset.

  3. Select the Inspections tab.
    A list of inspections contained in the asset appears.

  4. Select the Inspection ID of the inspection that you want to download.
    The Inspection Overview workspace for the selected Inspection appears, displaying the Inspection Data section.

  5. In the upper-right corner of the Inspection Overview workspace, select .
    Important: The button is enabled for unlocked inspections that have offline forms configured.

    The Download Inspection History Report window appears.

  6. If you want to download both the Inspection and the Inspection History Report, select Yes.
    The Inspection Details section appears, and the Inspection History button is enabled.

    -or-

    If you want to download only the Inspection, select No.

    The Inspection Details section appears, and the Inspection History button is disabled.



    You can now access downloaded inspections on the Inspection Field Data Collection page.

Results

Downloaded inspections will appear on the Inspection Field Data Collection page.

What To Do Next

Complete Offline Inspections.

Download Bulk Inspections

Procedure

  1. Access the Inspection Management Overview page .
  2. Select the Underlying Inspections tab.
    The Underlying Inspections section appears.

  3. In the heading of the Underlying Inspections section, select My Open Inspections.
    The My Open Inspections section appears, displaying a list of inspections that have been assigned to you.

  4. Next to the Inspection ID of each Inspection that you want to download, select the check box, and then select .
    Important: The button is enabled for unlocked inspections that have offline forms configured.
    The Confirm Bulk Download dialog box appears.
    Important: Downloading or synchronizing a large number of records can degrade performance.
  5. Select Yes.
    The Download Inspection History Report window appears.
  6. If you want to download both the Inspections and the Inspection History Reports, select Yes.
    Note: If you select Yes, all Inspection History Reports for all selected inspections will be downloaded. You can download a maximum of twenty Inspection History Reports for use offline.
    If you want to download only the inspections, select No.
    The Inspection Field Data Collection Overview page appears, displaying a list of downloaded inspections.
    Note: The related families configured in the Event Configuration are downloaded. Only the fields configured in offline forms are available for offline field data collection.


Results

  • Downloaded inspections will appear on the Inspection Field Data Collection page.

What To Do Next

Complete Offline Inspections.

Complete Inspection Field Data Collection

Before You Begin

Download the offline inspection.

Procedure

  1. Access the Inspection Field Data Collection page.
  2. On the Inspection Field Data Collection page, select the inspection that you want to complete.
    The corresponding offline inspection form appears, displaying the Inspection Details section.

  3. Optionally, in the Inspection Details section, modify the available fields.
  4. In the upper-left corner of the section, select .
    A pane appears, displaying the available inspection or checklist types. Depending on the type of inspection and its offline event configuration, the left pane will display related sub-inspections, General Findings records for Full Inspections, and Checklist types of Checklist Inspections.

  5. Optionally, navigate through the available related sections or families, modifying any of the available fields.
    Tip: If you want to create another inspection, checklist, bundle sub-inspection, general findings, or pressure test record on the same offline inspection form, you can select the + [Inspection or Checklist] Type link at the top of the section. A new record will appear before the existing record. You can delete an inspection or checklist record by selecting Delete Record. Only records that were added while offline can be deleted; you cannot delete downloaded records.


  6. After all desired field data has been collected on the offline form, select Ready for Check-In.
    The offline inspection form is completed and saved locally.
    Note: After selecting Ready for Check-In, your data is automatically saved and is ready to be linked to your GE Digital APM database once a network connection is received.

What To Do Next

Synchronize offline inspections

Access Reference Document Images

About This Task

Important: To use the reference document image functionality, you must use the GE Digital APM mobile application. If you are using GE Digital APM in a web browser, you cannot access the camera on your device. Additionally, to add reference document images to an Offline Inspection family, the Has Reference Documents relationship must be defined for that family.

Procedure

  1. Via the GE Digital APM mobile application, access the Inspection Field Data Collection Overview page.
  2. On the Inspection Field Data Collection Overview page, select the Inspection containing the reference document images that you want to access.
    The Inspection Details section for the selected Inspection appears.

  3. In the upper-right corner of the section, select .
    The Images for <Inspection Name> window appears, displaying the images saved to the Inspection.

  4. On the Images for <Inspection Name> window, you can:
    • Use the and buttons to toggle through images associated with the Inspection.
    • Enter text in the Description box for each image.
    • On the upper right corner of the image thumbnail, select , and then select Yes to delete the image.
  5. Select Close.
    The Inspection Details section for the selected Inspection appears.

Access the Inspection History Report

Before You Begin

Procedure

  1. Access the Inspection Field Data Collection page
  2. On the Inspection Field Data Collection page, select the inspection containing the Inspection History Report that you want to access.
    The corresponding offline inspection form appears, displaying the Inspection Details section.

  3. In the upper-right corner of the section, select Inspection History.
    The Inspection History report appears.

Add a Reference Document Image

Before You Begin

  • Access the My Open Inspections section to view Inspections that have been assigned to you, and then download one or more Inspections for which you want to add a Reference Document image.

Procedure

  1. Via the GE Digital APM mobile application, access the Inspection Field Data Collection Overview page.
  2. On the Inspection Field Data Collection Overview page, select the Inspection for which you want to add a reference document image.
    The Inspection Details section for the selected Inspection appears.

  3. In the upper-right corner of the workspace, select Take a Picture.
    The native camera app for your device appears.
  4. Using the camera on your mobile device, take a picture of the Inspection asset that you want to add as a reference document.
    Note: After taking a picture that you want to keep, follow the prompts to save the image.
    Important: You can include a maximum of 20 reference documents for each Inspection Report, which includes the Inspection Report's associated records.
    The Inspection Details section appears.

Results

  • In the upper-right corner of the workspace, the number next to the icon increases for each picture that you save to the Inspection record.
  • A default Reference Document ID is provided for each image.
  • You can now sync the offline Inspection.
  • Images are unique to each individual inspection record.

Synchronize Offline Inspections

Before You Begin

About This Task

Note: If you attempt to synchronize inspections when you are disconnected from a network, the synchronization process will not transfer information to the database. The offline functionality periodically checks for network connection, and once a connection is detected, the synchronization process resumes; however, it is recommended that you only synchronize inspections when connected to a network.

Procedure

  1. Access the Inspection Field Data Collection page.
  2. Select the Ready to Sync tab.
    The Ready to Sync section appears, displaying a list of inspections that have been marked for Ready for Check-In.

  3. Next to each inspection that you want to synchronize with the GE Digital APM database, select the check box, and then select Ready to Sync .

    -or-

    Select Sync All to synchronize all inspections that are ready for check-in.

    The selected offline inspections are synced with the GE Digital APM database and no longer appear on the section.
    Note: If errors are present during the synchronization process, the status of the synchronization will change to Completed with Errors, and the selected inspections will remain in the Ready to Sync section. If errors are present, the synchronization will fail, and your database will not be updated with data collected while offline. You must resolve all errors and synchronize the offline inspections again before they will be added to the GE Digital APM database. If errors occur:
    1. In the Ready to Sync section, select an inspection that did not sync because of errors.

      The offline form for the selected inspection appears.



      -or-

      For an error that occurred on a recommendation, open the Recommendations pane, and then select the Recommendation to view the errors.



    2. In the heading of the offline form, using either or , navigate to the offline form containing the error notification in the heading.

    3. Above the datasheet, on the left side of the form, select <#> Errors.

      The Errors window appears, displaying a list of errors that need to be corrected.



    4. Address the errors listed on the Errors window, and then select Ready for Check-In.
    5. Repeat Steps 2 and 3 of the procedures in this topic.

Results

  • The synchronized offline inspections can now be accessed and managed in Inspection Management.
  • If you have not entered a value in the Recommendation ID field, one will be generated for you.
  • All Inspection Recommendations and Reference Document images are synchronized with the GE Digital APM database.
  • If you synchronized a Reference Document image:
    • The text entered in the Description field of the Images for <Inspection Name> is synchronized with the GE Digital APM database.
    • Each image linked to a corresponding record is created as a Related Reference Document for that record. For example, images captured for a Full Inspection record will be stored as Related Reference Documents for that Full Inspection.
    • Reference Documents can be accessed from Inspection Management.