Compliance Configuration

About Compliance Strategy Templates

Compliance Strategy Templates help you manage your assets and generate recommendations based on a selected policy.

Creating a Compliance Strategy Template lays the groundwork for creating a cohesive and compliant Inspection Plan for linked assets. When an MI Compliance Administrator creates a Compliance Strategy template, they must choose a policy to link to the template that will enable recommendation generation when the Inspection Plan creation is initiated. After the policy is selected, the MI Compliance Administrator then links assets to the Compliance Strategy Template. At this point, Inspection Plans can be created by the MI Compliance Analyst or the MI Compliance Approver.

When the Inspection Plan creation is initiated, the policy selected in the Compliance Strategy Template is executed against the assets that are linked to the template. Then, Inspection Plans are created, and recommendations are generated according to the guidelines specified in the policy. When an asset is linked to multiple Compliance Strategy Templates, the policy for each template executes, and the recommendations are linked to the Inspection Plan of that asset.

Access the Administrative Features of Compliance Management

By accessing the administrative features of Compliance Management, you can create Compliance Strategy Templates, which enables you to create Inspection Plans.

Procedure

  1. In the Applications menu, navigate to ADMIN > Application Settings > Inspection Management.
  2. Select Compliance Configuration.
    The Compliance Configuration workspace appears.

Access a Compliance Strategy Template

Procedure

  1. Access the administrative features of Compliance Management.
  2. In the Compliance Templates section, select the name of the Compliance Strategy Template that you want to access.
    The Compliance Strategy Template datasheet appears, displaying the Template Details section.

Create a Compliance Strategy Template

Procedure

  1. Access the Compliance Strategies workspace.
  2. In the Compliance Templates section, select .
    The Compliance Strategy Template datasheet appears, displaying the Template Details section.
  3. In the datasheet, enter values in the available fields.
    Note:
    • In the Compliance Category Name drop-down, you can add a new Compliance Category by entering a name in the Add Caption field.
    • When you select a policy to link to the Compliance Strategy Template, you must select a policy that has the same family as the Compliance Strategy Template.
    • You can select the Policy Link field to navigate to the Policy Designer to view or modify the selected policy.
  4. Select Save.
    The Compliance Strategy Template is saved.

Delete a Compliance Strategy Template

Procedure

  1. Access the administrative features of Compliance Management.
  2. In the Compliance Templates section, next to the name of the Compliance Strategy Template that you want to delete, select the check box.
  3. Select .
    A window appears, asking you to confirm that you want to delete the Compliance Strategy Template.
  4. Select Yes.
    The Compliance Strategy Template is deleted.

Add Assets to a Compliance Strategy Template

Procedure

  1. Access the Compliance Strategy Template to which you want to add assets.
  2. Select the Assets tab.
    The Assets section appears, displaying a list of assets associated with the selected Compliance Strategy Template.
  3. In the Assets section, select .
  4. In the drop-down list box, select an option:
    Add an AssetActions
    Via Finder
    1. In the Hierarchy Finder window, navigate to the asset that you want to add.
    2. Next to each asset that you want to add to the Compliance Strategy Template, select the .

      The selected assets appear in the Hierarchy Finder window.

    3. Select OK.
    Via Query
    1. In the Add Assets to <Asset ID> window, next to each query that you want to use to search for assets to add to the Compliance Strategy Template, select the check box, and then select Next.
      Note:
      • After you select the first query and assets, the query that you selected is stored in the Asset Lookup Query field of the Compliance Strategy Template record. Subsequent uses of the Add Asset via Query tool will use the previously selected query by default. Additionally, the results of this query are used in the Assets without Templates section of the Compliance Management Overview page. To use a different query in the Add Asset via Query tool, select Previous, and then select a query from the catalog.
      • When you use a query to select assets, one of the output fields of the query must be the entity key for an asset. The field in the query must be named ASSET_ENTY_KEY.
      • If you have already added assets to the Compliance Strategy Template, you can filter the query results using a WHERE parameter; the entity key of the template must be TEMP_ENTY_KEY.

      The Select Assets section appears, displaying the results of the query that you selected.

    2. In the Select Assets section, next to each asset that you want to add, select the check box.
    3. Select Finish.
    The selected assets appear in the Assets section.
    Important:
    • When you select assets to add, you must select assets that are in the same family as the defined asset family for the template. Additionally, you cannot add the same asset more than once.
    • When you are adding assets to the Compliance Strategy Template, the assets listed in the Hierarchy Finder and the queries listed are site filtered.
    Tip: If one or more assets cannot be added to the Compliance Strategy Template, an error message will appear. You can select the error to view a list of assets that were not successfully added to the template.

Delete Assets from a Compliance Strategy Template

Procedure

  1. Access the Compliance Strategy Template from which you want to delete assets.
  2. Select the Assets tab.
    The Assets section appears, displaying a list of assets associated with the Compliance Strategy Template.
  3. Next to each asset that you want to delete, select the check box.
  4. Select .
    A window appears, asking you to confirm that you want to delete the asset.
  5. Select Yes.
    The asset is deleted from the Compliance Strategy Template.

Map a Policy to a Compliance Strategy Template

Before You Begin

You must have an existing Compliance Strategy Template that has a linked policy.

Procedure

  1. Access the Compliance Strategy Template to which you want to map a policy.
  2. Select the Policy Mapping tab.
    The Policy Mapping section appears, displaying a list of families and policy nodes.
  3. Next to the family that you want to modify, in the Policy Node box, enter the name of the policy node that you want to map to the family.
    Note: The policy node that you map to the family should be an entity node that is part of the policy that you linked to the Compliance Strategy Template.
  4. Select .
    The policy mapping is saved.

Example: Compliance Strategy Template and Inspection Plan

The following example details a Compliance Strategy Template with a working policy that results in a cohesive Inspection Plan.

This topic has been intentionally excluded from the APM product documentation website. This topic is available to you via the product documentation that is provided within the APM system.

Compliance Strategy Templates for European Inspection Management

The following table lists the Compliance Strategy Templates for the European Inspection Management:

Compliance Strategy TemplateAsset TypePolicyFamilyQuery
EU_PIPE_FLPipingEU_PIPE_FLOCFunctional LocationPublic\Meridium\Modules\Inspection\Compliance\EU Regulation\Queries\EU_Available_Assets_Piping_FLOC
EU_PIPE_EQPipingEU_PIPE_EQPTEquipmentPublic\Meridium\Modules\Inspection\Compliance\EU Regulation\Queries\EU_Available_Assets_Piping_EQP
EU_SB_FLSteam BoilerEU_SB_FLOCFunctional LocationPublic\Meridium\Modules\Inspection\Compliance\EU Regulation\Queries\EU_Available_Assets_SteamBoiler_FLOC
EU_SB_EQSteam BoilerEU_SB_EQPTEquipmentPublic\Meridium\Modules\Inspection\Compliance\EU Regulation\Queries\EU_Available_Assets_SteamBoiler_EQP
EU_SPV_FLSimple Pressure VesselEU_SPV_FLOCFunctional LocationPublic\Meridium\Modules\Inspection\Compliance\EU Regulation\Queries\EU_Available_Assets_SPV_FLOC
EU_SPV_EQSimple Pressure VesselEU_SPV_EQPTEquipmentPublic\Meridium\Modules\Inspection\Compliance\EU Regulation\Queries\EU_Available_Assets_SPV_EQP
EU_PV_FLPressure VesselEU_PV_FLOCFunctional LocationPublic\Meridium\Modules\Inspection\Compliance\EU Regulation\Queries\EU_Available_Assets_PressureVessel_FLOC
EU_PV_EQPressure VesselEU_PV_EQPTEquipmentPublic\Meridium\Modules\Inspection\Compliance\EU Regulation\Queries\EU_Available_Assets_PressureVessel_EQP

Create European Admin Settings

About This Task

The European Admin Settings family stores site-specific Compliance related information which is mapped to a newly created Inspection Task for the site.

Procedure

  1. In the module navigate menu select Admin > Application Settings > Inspection Management.
    The IM Admin Preferences page appears.
  2. Select Compliance Configuration.
    The Compliance Strategy Templates workspace appears.
  3. Select the European Admin Settings tab.
    The European Admin Settings section appears.

  4. Select .
    The New European Admin Settings workspace appears, displaying the European Admin Settings datasheet.
  5. In the datasheet, enter values in the available fields.
  6. Select .
    A new site-specific record is created in the European Admin Settings datasheet.
    Note: To print the record, select , and then select Print. The records is printed in the PDF format and downloaded to the default download directory.

Delete a European Admin Settings Record

About This Task

You can delete a site-specific record stored in the European Admin Settings list.
Note: When you delete an existing record from the European Admin Settings list that is already mapped to an European Inspection Task, the Inspection task will not be impacted by this change.

Procedure

  1. In the module navigate menu select Admin > Application Settings > Inspection Management.
    The IM Admin Preferences page appears.
  2. Select Compliance Configuration.
    The Compliance Strategy Templates workspace appears.
  3. Select the European Admin Settings tab.
    The European Admin Settings section appears, displaying the list of available records in the European Admin Settings tab.
  4. Select the check box next to the record you want to delete and then, select .
    A window appears, asking you to confirm that you want to delete the record.
  5. Select Yes.
    The record is deleted.