Inspection Configuration

Using Checklist Configuration Templates

Checklist Configuration Templates should contain checklist categories and items that will result in detailed Checklist Templates that can be used to create Inspection Events. In the Checklist Configuration Templates section, you can create Checklist Configuration Templates that contain multiple checklist categories and items that are defined based on system code tables. You can modify the available checklist categories and items using the MI CHECKLIST CATEGORIES system code table. When you add a category to a Checklist Configuration Template, you can choose which items appear in the checklist. You can continue adding checklist categories and items to your Checklist Configuration Template until you have created a Checklist Template that will be useful for the intended asset. Creating a Checklist Configuration Template with checklist categories and items that correspond closely to existing assets streamlines inspections by including relevant Checklist Finding items in a user-created Inspection Event.

Checklist Configuration Templates and Taxonomy Configuration

The Checklist Configuration Templates that you create can be linked to a Taxonomy Configuration. When a Checklist Configuration Template has been linked to a Taxonomy Configuration, the Checklist Template appears as an option when users create Inspection Events for an asset whose equipment taxonomy matches the Taxonomy Configuration. The Checklist Configuration Template will also appear by default if the equipment taxonomy of the asset does not match an existing Taxonomy Configuration.

Example: Fire Tube Boiler

A Checklist Configuration Template named Fire Tube Boilers Inspection Checklist contains the Tubes Waterside checklist category. The Tubes Waterside checklist category contains two items: Borescope Inspection and Corrosion.

When a user creates an Inspection Event, a Checklist Template named Fire Tube Boilers Inspection Checklist appears in the Inspection Event list. If the user creates an Inspection Event using the Fire Tube Boilers Inspection Checklist Checklist Template, the Checklist Finding record displays the Tubes Waterside checklist category with Borescope Inspection and Corrosion listed as Checklist Finding items.

Example: Fire Tube Boiler linked to a Taxonomy Configuration

The Fire Tube Boilers Inspection Checklist is linked to the following Taxonomy Configuration:

• Taxonomy Category: Fixed
• Taxonomy Class: Boiler
• Taxonomy Type: Misc Boiler

When a user creates an Inspection Event for an asset that shares that Taxonomy Configuration, Fire Tube Boilers Inspection Checklist appears in the list of available Checklist Templates for that asset.

The Application Configurations grid displays one row for each Application Configuration setting that must be defined before users can begin using the Inspection Management module. Some Application Configuration settings are defined in the baseline database, and others must be defined manually. We recommend that you accept the default settings.

The following table provides a list of the Application Configuration settings that are displayed in the grid, a description of each setting, and whether or not the setting is defined in the baseline database.

Application Configuration Setting	Description	Defined in the baseline database? (Yes/No)	Notes
Alerts Query Path	Specifies the query that is used to populate the results displayed on the Inspection Alerts page.	Yes	In the baseline database, the All Inspection Alerts query in the following Catalog location is specified for this setting: Public\Meridium\Modules\Inspection\Conditional Alert Queries\All Inspection Alerts Note: This setting can be edited by selecting and then navigating the Catalog.
Asset Query Path	Specifies the query that is used to identify records that store information about pieces of equipment for which you perform inspections.	No	In the baseline database, the Asset Query in the following Catalog location is specified for this setting: Public\Meridium\Modules\Inspection\Config Queries\Asset Query Note: This setting can be edited by selecting and then navigating the Catalog.
Associated Relationship Family	Specifies the relationship that you use to relate Functional Location records to Equipment records.	No	The documentation assumes that you will set the Associated Relationship Family setting to Functional Location Has Equipment to create a relationship between Functional Location and Equipment records.
Asset Is Successor	Specifies whether the Equipment family is the predecessor or the successor in the relationship that you defined in the Associated Relationship Family setting.	Yes	In the baseline database, this setting is set to True, meaning that the Equipment family is the successor in the Functional Location Has Equipment relationship.
Profile Configuration	Determines the value that is used to populate the Item Category field in Inspection Profile records that are created automatically. Determines the list of values available in the Item Category field in Inspection Profile records that are created manually.	Yes	In the baseline database, the MI_INSPECTION_PROFILE_CATEGORY System Code Table is specified for this setting.
Method Configuration	Determines which of the following items will be used to populate the Item Category field in Inspection Profile records that are created automatically (for Equipment records that are not already linked to Inspection Profile records): System Codes in a System Code Table Results from a query Field values in the Equipment record to which the Inspection Profile records will be linked	Yes	In the baseline database, the MI_INSPECTION_METHOD_CATEGORY System Code Table is specified for this setting.
Allow Risk Analyst to Review Inspection Confidence Evaluation Records	Indicates if a user with the Risk Analyst role can review and lock the Inspection Confidence Evaluation records for any inspection.	Yes	When you select this check box, user with the Risk Analyst role can lock the Inspection Confidence Evaluation records for any inspection.
Use State Management for Inspection Recommendations	Indicates if you want to use State Management for the approval work process of Inspection Recommendations.	Yes	This check box is enabled only if the State Functionality is enabled in the State Configuration section of the Inspection Recommendation Family Management. When you select this check box and save the Inspection Configuration, the Configure Status to State Mapping button is enabled. Using this feature, you can map each current status that is used for the Inspection Recommendation work process to a state.
Implement Recommended Actions to Tasks in ASM	Indicates if Recommended Actions will be implemented in Tasks in ASM.	Yes	If you select this check box, the Recommended Actions from Compliance Management are implemented in Tasks in ASM. If you do not select this check box, the Recommended Actions from Compliance Management are implemented in Tasks in Inspection Plan page for the Asset. Note: This setting is mapped to the Implement Recommended Actions to Tasks in ASM setting in the Risk Based Inspection module. Any change in this setting is updated to the corresponding setting in the Risk Based Inspection module.

By default, each of the baseline Inspection families has its own Event Configuration. The Event Configuration determines:

• The General Finding record that will be created automatically for each subcomponent of the piece of equipment that you inspected. The subcomponents are determined by the value that you specify in the Item Category field in the linked Inspection Profile records.
• The datasheet that the inspection reviewer will see.
• The Inspection Family Configuration that will be used to display the Inspection record and all records to which it is linked.

If you create new Inspection families, you must create an Event Configuration for those families.

In the baseline database, an Event Configuration is defined for each baseline Inspection family. The following columns are displayed in the Event Configurations grid:

• Family: Displays the family caption.
• Auto Generate: Automatically generates General Findings records based on the Inspection Scope of the task being addressed.
• Reviewer's Datasheet: Displays the datasheet caption that was specified when the Event Configuration was defined for the family.
• Related Families: Displays any related families associated with the family caption. Based on your security privileges, you can adjust the available preferences for each family.