Inspections | On-Premises APM

About Inspections

Inspections are a way to document, manage, and analyze data associated with the inspections of equipment and locations in your facility.

About Types of Inspections

You will record the results of each inspection in an Inspection and its linked successors. The baseline APM database contains Inspection families that you can use for recording the results of each type of inspection.

Details

Using Inspection Management, you can record inspection results for the following types of inspections:

Shell and tube heat exchanger inspections.
General routine inspections performed against any piece of equipment or location for compliance purposes.
General routine inspections performed against any piece of equipment or location by operators versus inspectors (does not necessarily meet compliance standards).
Hydrostatic tests (i.e., the process of filling a pressure vessel with liquid, such as water, and increasing the internal pressure to test for leaks).
External and internal pressure vessel inspections (following API 510 standards).
Internal exchanger inspections (following API 510 standards).
External piping inspections (following API 570 standards).
External and internal tank inspections (following API 653 standards).
External visual inspections of pressure relief devices (PRDs).
External functional inspections of PRDs (following API 576 standards).

Baseline Inspection Families

The following table lists the baseline Inspection families and the type of inspection to which each corresponds.


Family	Inspection Type
Bundle Inspection Bundle Sub-Inspection	Shell and tube heat exchanger inspections.
Full Inspection	General routine inspections performed against any piece of equipment or location for compliance purposes.
General Inspection	General routine inspections performed against any piece of equipment or location by operators versus inspectors (does not necessarily meet compliance standards).
Pressure Test Inspection Pressure Test Sub Inspection Report	Hydrostatic tests.
API 510 External Checklist API 510 Internal Exchanger Checklist API 510 Internal Checklist	External and internal pressure vessel inspections and internal exchanger inspections (following API 510 standards).
API 570 External Checklist	External piping inspections (following API 570 standards).
API 653 External Checklist API 653 Internal Checklist	External and internal tank inspections (following API 653 standards).
External PRD Checklist	External visual inspections of PRDs.
PRD Pop Test Checklist	External functional inspections of PRDs (following API 576 standards).

About Inspection Reports

The baseline Inspection Management module includes reports that can be used to view information about an inspection. When you view an Inspection report, you are viewing a main report and various subreports that exist in the Catalog. These reports are based on supporting queries that gather information from the Inspection record and records to which it is linked.

The following table lists the main reports that correspond with each Inspection subfamily, the query and subreports that are associated with each main report, and the sections that are included in each main report. Note that the subreports are not meant to be run independently of the associated main report.


Inspection Subfamily	Query Behind Main Report	Main Report(s)	Contributing Reports	Sections Included in Main Report
Bundle Inspection	MI INSPBUND	Bundle Inspection Report	Asset Corrosion Analysis Report Finding Report Inspection Recommendation Report Inspection Team Member Report Reference Document Report	Bundle Inspection Asset Corrosion Analysis Findings Pressure Test Sub Inspections Recommendations Inspection Team Members Reference Documents
Checklists	Checklist Report Query	Checklist Inspection Report	Asset Corrosion Analysis Report Bundle Sub Inspection Report Checklist Finding Report Finding Report Inspection Recommendation Report Inspection Team Member Report Pressure Test Sub Inspection Report Reference Document Report	Asset Corrosion Analysis Bundle Sub-Inspection Checklist Findings Findings Recommendations Inspection Team Members Pressure Test Sub Inspections Reference Documents
Checklists	Checklist Report Query	Blank Checklist Inspection Report	Checklist Finding Report	Checklist Findings
Full Inspection	MI INSPFULL	Full Inspection Report	Asset Corrosion Analysis Report Bundle Sub Inspection Report Finding Report Inspection Recommendation Report Inspection Team Member Report Pressure Test Sub Inspection Report Reference Document Report	Full Inspection Asset Corrosion Analysis Findings Recommendations Pressure Test Sub Inspections Bundle Sub-Inspections Inspection Team Members Reference Documents Reference Images
General Inspection	MI INSP GEN	General Inspection Report	Asset Corrosion Analysis Report Finding Report Inspection Recommendation Report Pressure Test Sub Inspection Report Inspection Team Member Report Reference Document Report	General Inspection Asset Corrosion Analysis Findings Recommendations Pressure Test Sub Inspections Bundle Sub-Inspections Inspection Team Members Reference Documents Reference Images
Pressure Test Inspection	MI INSPPTST	Pressure Test Inspection Report	Asset Corrosion Analysis Report Finding Report Inspection Recommendation Report Inspection Team Member Report Reference Document Report	Pressure Test Inspection Asset Corrosion Analysis Findings Recommendations Inspection Team Members Reference Documents

Interpreting Inspection Reports

In the baseline database, one report is provided for each of the following Inspection families:

Checklists
Bundle Inspection
Full Inspection
General Inspection
Pressure Test Inspection

Note: The Checklist Inspection report is configured for each Checklists subfamily (for example, API 510 External Checklist).

While each family has its own report, many of the sections in the reports are common to all of the reports. This section of the documentation describes the sections that are included in the baseline reports and indicates whether or not the section is common to all reports.

Asset Corrosion Analysis

The Asset Corrosion Analysis section appears when an Asset Corrosion Analysis in Thickness Monitoring is linked to the inspection for which you are generating a report. This section displays information that is stored in the Asset Corrosion Analysis. An example of the Asset Corrosion Analysis section is shown in the following image.

The following table lists the items that are included in the Asset Corrosion Analysis section and their corresponding fields. Note that the table displays field captions, which may differ from datasheet captions.


Report item	Asset Corrosion Analysis field
Controlling Corrosion Rate	Controlling Corrosion Rate
Controlling Next Inspection Date	Controlling Next Inspection Date
Controlling Remaining Life	Controlling Remaining Life
Controlling Retire Date	Controlling Retire Date

Bundle Inspection

The Bundle Inspection section appears only if you are viewing a report for a Bundle Inspection record. This section displays information that is stored in the Bundle Inspection record. An example of the Bundle Inspection section is shown in the following image.

The following table lists the items that are included in the Bundle Inspection section and their corresponding Bundle Inspection fields. Note that the table displays field captions, which may differ from datasheet captions.


Report item	Bundle Inspection field
Asset ID	Asset ID
Bundle Inspection Summary	Inspection Summary
Functional Location ID	Functional Location ID
Inspection Finish Date )	Completion Date
Inspection Headline	Inspection Headline
Inspection Reference	Inspection Reference
Inspection Start Date	Commencement Date
Inspection Summary	Inspection Summary
Inspection Report Owner	Inspection Report Owner
Percentage Heat Transfer Area Loss	Percentage Heat Transfer Area Loss
Reason for Inspection	Reason for Inspection
Reviewer Comments	Reviewers Comments
Reviewer Name	Reviewers Name
Total Number of Tubes in Bundle	Total Number of Tubes in Bundle
Total Number of Tubes Replaced	Total Number of Tubes Replaced at Inspection End
Tubes (Previously Plugged) Replaced	Tubes (Plugged At Start) Replaced
Tubes Plugged at Inspection End	Total Number of Tubes Plugged at Inspection End
Tubes Plugged at Inspection Start	Tubes Plugged at Inspection Start
Tubes Replaced Not Previously Plugged	Tubes (Not Previously Plugged) Replaced
Type of Inspection	Type of Inspection

Bundle Sub Inspection

The Bundle Sub Inspections section appears if you are viewing a report for one of the following records:

Checklists (unless you are viewing a blank Checklist Inspection report)
Full Inspection

This section displays information that is stored in the Bundle Sub-Inspection records that are linked to the Full Inspection or Checklists record. An example of the Bundle Sub-Inspections section is shown in the following image.


Report item	Bundle Sub-inspection field
Bundle Inspection Summary	Inspection Summary
Bundle Tag	Asset ID
Percentage Heat Transfer Area Loss	Percentage Heat Transfer Area Loss
Total Number of Tubes in Bundle	Total Number of Tubes in Bundle
Total Number of Tubes Replaced	Total Number of Tubes Plugged at Inspection End
Tubes (Previously Plugged) Replaced	Tubes (Plugged At Start) Replaced
Tubes Plugged at Inspection End	Total Number of Tubes Plugged at Inspection End
Tubes Plugged at Inspection Start	Tubes Plugged at Inspection Start
Tubes Replaced Not Previously Plugged	Tubes (Not Previously Plugged) Replaced

Checklist Findings

The Checklist Findings section appears only if you are viewing a Checklist Inspection report. The items that appear in this section depend upon the finding sections that are associated with the Inspection family for which you ran the report and will vary based on what type of Checklist Inspection report you are viewing. If you are viewing a Checklist Inspection report that is:

Associated with a particular Inspection record, this section displays values that are stored in the Checklist Finding records that are linked to the Inspection record.
A blank Checklist Inspection report, the finding sections associated with the Inspection family for which you ran the report will appear, but the cells in the Value and Finding Summary columns will be empty.

The following image shows an example of the Checklist Findings section that is displayed when you run a Checklist Inspection Report for a particular Inspection record.

Findings

The Findings section appears in all reports except blank Checklist Inspection reports and displays information that is stored in the General Finding records that are linked to the Inspection record. An example of the Findings section is shown in the following image.


Report item	General Finding field
Action Taken Code	Action Taken Code
Action Taken Description	Action Taken Description
Deterioration Mechanism	Deterioration Mechanism
Deterioration Mode	Deterioration Mode
Headline	Headline
Location Details	Location Details
Predictable	Predictable
Predicted	Predicted
Profile Item	Inspection Profile Item
Summary	Finding Summary
Type	Type

Full Inspection

The Full Inspection section appears only if you are viewing a report for a Full Inspection record. This section displays information that is stored in the Full Inspection record. An example of a Full Inspection section is shown in the following image.

The following table lists the items that are included in the Full Inspection section and their corresponding Full Inspection fields. Note that the table displays field captions, which may differ from datasheet captions.


Report item	Full Inspection field
Asset ID	Asset ID
Functional Location ID	Functional Location ID
Inspection Finish Date	Completion Date
Inspection Headline	Inspection Headline
Inspection Reference	Inspection Reference
Inspection Start Date	Commencement Date
Inspection Summary	Inspection Summary
Inspection Report Owner	Inspection Report Owner
Reason for Inspection	Reason of Inspection
Reviewer Comments	Reviewers Comments
Reviewer Name	Reviewers Name
Type of Inspection	Type of Inspection


Report item	Reference Document Field
ID	ID
Description	Description

General Inspection

The General Inspection section appears only if you are viewing a report for a General Inspection record. This section displays information that is stored in the General Inspection record. An example of a General Inspection section is shown in the following image.

The following table lists the items that are included in the General Inspection section and their corresponding General Inspection fields. Note that the table displays field captions, which may differ from datasheet captions.


Report item	General Inspection field
Asset ID	Asset ID
Functional Location ID	Functional Location ID
Inspection Finish Date	Completion Date
Inspection Headline	Inspection Headline
Inspection Reference	Inspection Reference
Inspection Start Date	Commencement Date
Inspection Summary	Inspection Summary
Inspection Report Owner	Inspection Report Owner
Reason for Inspection	Reason of Inspection
Reviewer Comments	Reviewers Comments
Reviewer Name	Reviewers Name
Type of Inspection	Type of Inspection


Report item	Reference Document Field
ID	ID
Description	Description

Inspection Team Members

The Inspection Team Members section appears in all reports except blank Checklist Inspection reports and displays information that is stored in the Inspection Team Member records that are linked to the Inspection record. An example of the Inspection Team Members section is shown in the following image.

Pressure Test Inspection

The Pressure Test Inspection section appears only if you are viewing a report for a Pressure Test Inspection record. This section displays information that is stored in the Pressure Test Inspection record. An example of the Pressure Test Inspection section is shown in the following image.

The following table lists the items that are included in the Pressure Test Inspection section and their corresponding Pressure Test Inspection fields. Note that the table displays field captions, which may differ from datasheet captions.


Report item	Pressure Test Inspection field
# of Gauges Used	No. of Gauges Used (Shell)
# of Gauges Used	No. of Gauges Used (Tube)
Asset ID	Asset ID
Functional Location ID	Functional Location ID
Inspection Finish Date	Completion Date
Inspection Headline	Inspection Headline
Inspection Reference	Inspection Reference
Inspection Start Date	Commencement Date
Inspection Summary	Inspection Summary
Inspection Report Owner	Inspection Report Owner
Reason for Inspection	Reason for Inspection
Reviewer Comments	Reviewers Comments
Reviewer Name	Reviewers Name
SRV Set Pressure	SRV Set Pressure (Shell)
SRV Set Pressure	SRV Set Pressure (Tube)
Test Comments	Test Comments (Shell)
Test Comments	Test Comments (Tube)
Test Duration	Test Duration (Shell)
Test Duration	Test Duration (Tube)
Test Media	Test Media (Shell)
Test Media	Test Media (Tube)
Test Media Temp.	Test Media Temperature (Shell)
Test Media Temp.	Test Media Temperature (Tube)
Test Pressure	Test Pressure (Shell)
Test Pressure	Test Pressure (Tube)
Type of Inspection	Type of Inspection
Witnessed By	Witnessed By (Shell)
Witnessed By	Witnessed By (Tube)

Pressure Test Sub Inspections Section

The Pressure Test Sub Inspections section appears if you are viewing a report for one of the following records:

Bundle Inspection
Checklists (except blank Checklist Inspection reports)
Full Inspection
General Inspection

This section displays information that is stored in the Pressure Test Sub-Inspection records that are linked to the Inspection record. An example of the Pressure Test Sub Inspections section is shown in the following image.

The following table lists the items that are included in the Pressure Test Sub Inspections section and their corresponding Pressure Test Sub-Inspection fields. Note that the table displays field captions, which may differ from datasheet captions.


Report item	Pressure Test Sub-Inspection field
# of Gauges Used	No. of Gauges Used (Shell)
# of Gauges Used	No. of Gauges Used (Tube)
SRV Set Pressure	SRV Set Pressure (Shell)
SRV Set Pressure	SRV Set Pressure (Tube)
Test Comments	Test Comments (Shell)
Test Comments	Test Comments (Tube)
Test Duration	Test Duration (Shell)
Test Duration	Test Duration (Tube)
Test Media	Test Media (Shell)
Test Media	Test Media (Tube)
Test Media Temp.	Test Media Temperature (Shell)
Test Media Temp.	Test Media Temperature (Tube)
Test Pressure	Test Pressure (Shell)
Test Pressure	Test Pressure (Tube)
Witnessed By	Witnessed By (Shell)
Witnessed By	Witnessed By (Tube)

Recommendations

The Recommendations section is included in all reports except blank Checklist Inspection reports and displays information that is stored in the Inspection Recommendation records that are linked to the Inspection record. An example of the Recommendations section is shown in the following image.

The following table lists the items that are included in the Recommendations section and their corresponding Inspection Recommendation fields. Note that the table displays field captions, which may differ from datasheet captions.


Report item	Inspection Recommendation field
Author Name	Author Name
Basis	Recommendation Basis
Description	Recommendation Description
Headline	Recommendation Headline
Profile Item	Inspection Profile Item
Recommendation ID	Inspection Recommendation ID
Target Completion Date	Target Completion Date

Reference Documents

The Reference Documents section is included in all reports except blank Checklist Inspection reports and displays information that is stored in the Reference Document records that are linked to the Inspection record. An example of the Reference Documents section is shown in the following image.

The following table lists the items that are included in the Reference Documents section and their corresponding Reference Document fields. Note that the table displays field captions, which may differ from datasheet captions.


Report item	Reference Document field
Description	Description
Document Path	Document Path
Reference Document ID	ID

About Inspection Checklists

The Inspection Finding Checklist represents subcomponents belonging to the item that you are inspecting. Since the subcomponents that you will need to inspect will differ based upon the type of inspection that you are performing, the items that appear in the Inspection Finding Checklist will differ based upon the Inspection subfamily.

Checklist Details

The baseline Inspection families are:

Checklist Inspection Template
External Checklist
Internal Checklist
Internal Exchanger Checklist
PRD Pop Test Checklist

Each of these families is hard-coded to use a particular System Code Table to create the finding sections and rows that appear in the grid on the Inspection Findings Checklist page. The sections and rows on the Inspection Findings Checklist page are built from System Code Tables and referenced System Codes.

Note: The Checklist Inspection Template family is not hard-coded to include specific Checklist Findings. The Checklist Findings are defined by the checklist categories and items for the Checklist Configuration Template.

Tip: If you create custom Checklists subfamilies, you must add the Checklist System Code Table ID field (i.e., a field in the Checklists family) to the custom family.

Example: API 653 External Checklist Findings

The baseline APM database contains the following System Code Table:

ID: MI API 653 EXTERNAL CHECKLIST FINDING SECTIONS
Description: API 653 External Checklist Finding Section

This System Code Table contains the following System Codes:

General
Connections
Supports

Each of the System Codes that belong to this System Code Table contain referenced System Codes. For example, the System Code Supports contains the following referenced System Codes:

Anchor Bolts
Dike/Retaining Wall
Foundation
Other

Together, the System Code Tables, System Codes, and referenced System Codes determine which sections and rows you will see on the Inspection Finding Checklist page. Using this example:

Each System Code belonging to the System Code Table MI API 653 EXTERNAL CHECKLIST FINDING SECTIONS becomes a finding section.
In each finding section, each referenced System Code becomes a separate row.

Each field within the checklist can be modified by the user to best fit the work process.

About Active and Archived Inspections

Inspections that are still in the process of being completed or reviewed are referred to as Active Inspections.

Archived Inspections are Inspections that have been reviewed, locked, and archived.

Locking the Inspection record ensures that the information that you supplied will not be deleted or modified. After you lock an Inspection record, you cannot unlock it. You can lock Inspection records defined for any of the following families by accessing Record Manager.

Bundle Inspection
Full Inspection
General Inspection
Pressure Test Sub-Inspection

About Inspection Intervals

An inspection interval identifies the length of time between Equipment inspections. Various factors will impact the inspection intervals that you will define at various levels in your location hierarchy.

About Inspection Intervals

When populating the value in the Desired Interval field in Inspection Tasks, the APM System uses the value stored in the Time-Based Inspection Interval Settings that you defined.

Example: Inspection Intervals

For example, jurisdictional regulations might dictate that a particular inspection must be conducted every two months. However, your organizational policy might dictate that this particular inspection be conducted every 30 days. In this case, you would define an inspection interval of 30 days.

About Inspection Health Evaluations

Inspection Health Evaluations allow you to assign Health Assessment values to Inspections and Inspection Checklist Categories. When the Health Evaluations admin setting is enabled for an Inspection Event Family, the Health Evaluation icon is available for new inspections created in the same Inspection Event Family.

Note: When updating a Health Assessment for a Checklist Category, the Health Assessment of the root Inspection is updated to the worst-case indicator level of the Checklist Categories that are associated with it.

About Image Gallery

You can access the images stored within reference documents of a record in the image gallery. The gallery is provided in the inspection, its related records, and checklist categories. The image gallery displays images that have either been directly stored as reference documents within APM or provided as a reference document with an external network path.

The Description text box contains the value entered in the Description field of the currently selected reference document. This text box is disabled.

If the currently selected reference document is related to either a General Finding or a Checklist Finding record, the Finding Summary text box contains the value entered in the Finding Summary field of the finding record. This text box is disabled.

Note: For reference documents with external network paths, the image path must end in a valid image extension. Also, valid credentials must be stored in the Reference Document Server Credentials admin page.

Access the Inspection Details Section

Procedure

Access the Inspection Management Overview page for the equipment whose inspection data you want to access.
Select the Inspections tab.
In the row containing the Inspection whose data you want to access, select the link.
The INSPECTION OVERVIEW subsection for the selected Inspection appears, under the Details section.
Note: The Inspection record and all related Inspection Confidence Evaluations, Team Members, sub-inspection records, and recommendations are read-only when an inspection is downloaded for Inspection Field Data Collection.

Access Inspection Checklist

Procedure

Access the Inspection Details section.
Expand the inspection type containing the checklist Inspection that you want to view.
A list of checklist inspections appears under the selected inspection type.
Next to the checklist title, select to view the checklist.
The selected checklist appears in the workspace.
Note: As needed, you can modify the values in the available fields, and then select to save your changes.

Results

You can now make adjustments to the Inspection Data section by accessing the Record Manager.

Create an Inspection

Before You Begin

If the asset that you are using does not have any existing inspections, you must access it through the Asset Hierarchy.

Note: The following steps apply to both creating an inspection and creating a checklist inspection.

Procedure

Access the Inspection Management Overview page for the asset for which you want to create an Inspection.
Select , and then select Create Inspection.
The Create Inspection window appears.
Note: Inspection Events are displayed according to the Taxonomy Configurations that have been defined for Checklist Configuration Templates and Inspection Families. If no Taxonomy Configurations have been defined or the selected asset’s equipment taxonomy does not match any defined Taxonomy Configurations, a full list of Inspection Families and Checklist Configuration Templates appears.
Note: If a Checklist Configuration Template with the Enable Asset Mapping option is selected in the Inspection Event box, an Asset Mapping section appears in the Create Inspection window. The Asset Mapping section allows you to map the existing assets to the Checklist Categories of the selected Checklist Configuration Template.
Note: If the Health Evaluation option is enabled for the selected inspection family, Inspection Health Evaluation records will be created and are associated to the newly created inspection.
In the Inspection Event box, select the type of checklist to attribute to the new inspection.
In the Inspection Tasks box, select any tasks that you want to add to the new inspection.
Select Create.
A new Inspection is created for the selected asset.

Results

Inspection findings will be generated based on your Inspection Scope and your Inspection Profile settings.
The new inspection is saved. You can modify the inspection by accessing the datasheet, and then selecting to save your changes.
Full Inspection Event Family findings will be generated automatically.
Checklist Inspections will never be generated automatically.
Other Event Families will require event configurations.
If you selected an Inspection Event that represents a Checklist Configuration Template, the Inspection Event from the family defined for the Checklist Configuration Template is generated, and all Checklist Findings defined by the Checklist Configuration Template are created.
You can now access offline inspections.

What To Do Next

Add an inspection profile

Assign Inspections to a User

Procedure

Access the Inspection Details section for the Inspection record that you want to assign to a user.
In the Inspection Report Owner box, select the name of the user to whom you want to assign the selected inspection.
Select .

The Inspection is assigned to the selected user.

Delete an Inspection

Before You Begin

If the Inspection that you want to delete is associated with any of the following records, unlink or delete the record:
- Asset Corrosion Analysis
- Bundle Sub-Inspection
- General Finding
- Inspection Recommendations
- Inspection Task
- Inspection Team Member
- Pressure Test Sub-Inspection
- Reference Document

About This Task

Note: You cannot delete locked Inspections.

Procedure

Access the Inspection Management Overview page for the equipment that is linked to the Inspection you want to delete.
Select the Inspections tab.
The Inspections section appears.
Select the row containing the Inspection that you want to delete, and then select .
A message appears, asking you to confirm that you want to delete the Inspection.
Select Yes.
The Inspection is deleted.
Note: If you are deleting an inspection that has Inspection Health Evaluation records, the associated records are also deleted. If any of the Inspection Health Evaluations have the Inspection Recommendations directly linked, those recommendations are also deleted.

Bulk Review Inspections

Procedure

Access the Inspection Management Overview page.
In the page, select , and then select Bulk Review Inspections.
The Bulk Review Inspections page appears, displaying a list of inspections for the underlying assets that are in the Draft, Pending Approval, or Rework states.
Select the check boxes next to the Inspection ID for which you want to change the state.
In the Bulk Review Inspections page, select .
The state control menu appears.
Note: The state control is enabled only when you select the inspections that are currently in the same state.
Select a state that you want to change from the drop-down list, and then select Done.
The state of the selected inspections is changed.
Note: If there are any errors that occurred while changing the state of the inspections, the Bulk Review Inspections window appears displaying the errors.

Lock an Inspection

About This Task

After you create an Inspection record, you can lock it so that others cannot modify it. Locking the Inspection record ensures that the information that you provided is not deleted or modified.

Important: After an Inspection is locked, only an Inspection Report Owner of that Inspection can unlock it.

Procedure

Access the Inspection Details section for the Inspection record that you want to lock.
Select the Inspection Lock check box, and then select Save.

The Inspection is now locked and cannot be deleted or modified.

Note: You can select the Inspection Lock check box only if your name is selected in the Inspection Report Owner field.
Optional: Select the Final Inspection Lock check box, and then select Save.
This indicates that the inspection has been properly reviewed.

Results

All fields except for the following become disabled:

Inspection Document Status
Inspection Lock
Reviewers Name
Reviewers Comments
Final Inspection Lock
Published

View Related Record

Procedure

Access the Inspection Details section for the Inspection record that you want to assign to a user.

Expand the inspection type that you want to view for the related records.

The related records are displayed in the result grid.

The records are displayed based on the query created in the following folder by Family ID for the related records:

Public\Meridium\Modules\Inspection\Inspection Event Viewer

The following queries are available for the related records:


Related Family	Query
Asset Corrosion Analysis	Public\Meridium\Modules\Inspection\Inspection Event Viewer\MI Asset Corrosion Analysis
General Finding	Public\Meridium\Modules\Inspection\Inspection Event Viewer\MI_FIND_GEN
Bundle Sub-Inspection	Public\Meridium\Modules\Inspection\Inspection Event Viewer\MI_INSPBSUB
Pressure Test Sub-Inspection	Public\Meridium\Modules\Inspection\Inspection Event Viewer\MI_INSPPSUB

Add a Related Record

Procedure

Access the Inspection Details section.
Expand the inspection type that you want to create, and then select .
The datasheet window appears for the related record.
In the upper-right corner of the workspace, select .
The related record is saved and added to the inspection.

Results

You can modify the inspection by accessing the datasheet, and then selecting

to save your changes.

Link a Related Record to an Inspection

Procedure

Access the Inspection Details section.
Expand the inspection type that you want to link.
Select , and then select the related record type that you want to link to the Inspection.
The Link <Type of Related Inspection> to <Asset> window appears.
Search for the related record that you want to link, and then, next to that record, select the radio button.

Note: Only related families that can be linked to the selected Inspection will appear in the list.
Select OK.
The related record is linked to the selected Inspection.

Access Image Gallery for a Related Record

Procedure

Access the Inspection Details section.
Expand the family type of the related record that you want to access.
Select of the related record from the result grid that you want to view.
The images stored within the related record appears.
Note: The hyperlink of the images column indicates the number of images associated with the related record.

Link Reference Document to an Inspection

Procedure

Access the Inspection Details section.
Select , and then select Reference Documents.
As needed, enter values in the available fields. All required information is provided, but for additional information, refer to the Inspection Records topic.
A list of all the linked reference documents appears in the Inspection Data section.
Select .
The Add Reference Document window appears.
In the ID box, enter an ID for the reference document.
In the Description box, enter a description of the reference document.
In the Document Path box, select .
The Edit Document Path window appears.
Do one of the following:
- If the document that you want to link is in your local drive, then select Upload a Local File, and then select the required document or provide a path to it.
  Note: If you upload an image file, the images are displayed in the Reference Images section of the following event reports:
  - Full Inspection
  - General Inspection
  - API 510 External Checklist
  - API 510 Internal Checklist
  - API 510 Internal Exchanger Checklist
  - API 570 External Checklist
  - API 653 Internal Checklist
  - Checklist Inspection Template
  - External PRD Checklist
  It supports jpeg, .png, .tif, and .bmp image file formats.
- If the document that you want to link is in an external location, select Link to an External Network File, and then provide the link of the file with its extension.
  Note: If you link an image from an external location, the images are not displayed in the reports.
Select Save.
The Document Path box is populated with the path to the selected file.
Select .
The new Reference Document record is linked to the inspection and appears in the Reference Documents section.

Results

The linked referenced images are displayed in the Reference Images section of Full Inspection and Generation Inspection reports.

Access Images for a Reference Document

Procedure

Access the Inspection Details section.
Select from the Inspection Overview section.
The images associated with the reference document of the inspection appear in the image gallery.
Note:  
- Images shown in the Image Gallery from the Inspection Data section also include images linked to the root inspection from other related records such as General Findings or Checklist Findings.
- Any image created or linked to a Checklist Finding either manually through the datasheet or when syncing data from Inspection Field Data Collection, is also linked to the root inspection. If an image reference document is manually unlinked from a Checklist Finding, it remains linked to the root inspection. You can manually unlink the image from the Inspection record.

Unlink a Related Record from an Inspection

Procedure

Access the Inspection Details section.
Expand the inspection type for the related record.
Select related record that you want to unlink, and then select .
A message appears, asking you to confirm that you want to unlink the related record.
Select Yes.

The related record is unlinked from the selected Inspection.

Delete a Related Record

Procedure

Access the Inspection Details section.
Expand the inspection type for the related record.
Select the related record that you want to delete, and then select .

A message appears, asking you to confirm that you want to delete the related record and all of its links to other records.
Select Yes.

The related record has been deleted from the selected Inspection.
Select Yes.

Access Inspection Reports

Procedure

Access the Inspection Data section.
In the upper-right corner of the section, select , and then select Print.
The Select a Report to Print window appears.
Select the Print a report check box, and then select the type of inspection report that you want to access.
Select OK.
The selected Inspection Report appears on a new page.

Access Reference Documents

Procedure

Access the Inspection Details section for the Inspection containing the Reference Documents that you want to view.
In the upper-right corner of the section, select , and then select Reference Documents.

The Reference Documents for the selected Inspection appear.

Tip: For Checklist Inspections, you must access Reference Documents through the Bulk Data Form.

Tip: For more information, refer to the Manage Reference Documents section of the Record Manager module for additional options when working with reference documents.

Add Inspection Confidence Evaluations

Procedure

Access the Inspection Details section.
Select the Inspection Confidence Evaluation tab.
The Inspection Confidence Evaluation section appears.
As needed, enter values in the available fields. All required information is provided, but for additional information, refer to the Inspection Records topic.
1. In the RBI Component field, select the RBI Component that you want to add to the Inspection Confidence Evaluation.
  Note: Only the RBI Components that are linked to the related Asset are displayed in this field. If the Asset does not have RBI Components, then this list is empty.
  The Filter check-box is selected and the degradation mechanisms are filtered based on the selected RBI component.
2. Optionally, clear the Filter check box to display all the degradation mechanisms.
  Note: Note: This field is disabled if there is no value in RBI Component field.
3. In the Degradation Mechanism field, select the degradations mechanism that you want to add to the Inspection Confidence Evaluation.
4. In the Type of Inspection field, select the inspection type that you want to add to the Inspection Confidence Evaluation.
5. In the Extent field, select the extent that you want to add to the Inspection Confidence Evaluation.
Select .
A new Inspection Confidence Evaluation is added to the selected inspection, and a new row appears.
Tip: As needed, you can repeat steps 3 and 4 to add additional records to Inspection Confidence Evaluation.

Results

You can now link an Inspection Confidence Evaluation to an RBI Degradation Mechanism Evaluation.

Review Inspection Confidence Evaluation

Before You Begin

Make sure that the Risk Analyst resource role is assigned to you.
Make sure that the Allow Risk Analyst to Review Inspection Confidence Evaluation Records check box is selected in Application Configurations section of the Inspection Configuration workspace.

Procedure

Access the Inspection Details section.
Select Inspection Confidence Evaluation.
The Inspection Confidence Evaluation section appears, displaying a list of Inspection Confidence Evaluations that have been added to the Inspection.
Verify the Inspection Confidence Evaluation records.
Select the button that indicates the current state of the Inspection Confidence Evaluation records. For example, if the current state of the Inspection Confidence Evaluation records is Not Reviewed, then select the Not Reviewed button.
A menu appears, displaying a list of available states.
Select Reviewed.
The Inspection Confidence Evaluation records are locked.

Results

Any user who does not have the Risk Analyst resource role cannot add, update, or modify the Inspection Confidence Evaluation records.
Your user name appears above the section to indicate other users about who locked the Inspection Confidence Evaluation records.

Delete Inspection Confidence Evaluations

Procedure

Access the Inspection Details section.
Select the Inspection Confidence Evaluation tab.
The Inspection Confidence Evaluation section appears, displaying a list of Inspection Confidence Evaluations that have been added to the Inspection.
Select .
In the grid, a new column of check boxes appears to the left of the RBI Component column.
In the row for each Inspection Confidence Evaluation that you want to remove from the selected Inspection, select the check box.
Select, and then select Delete.
A message appears, asking you to confirm that you want to delete the selected Inspection Confidence Evaluation records.
Select Yes.
The selected Inspection Confidence Evaluations records are deleted from the selected Inspection.

Update an Inspection Health Assessment

Procedure

Access the Inspection Details section.
To the right of the Inspection ID, select .
A window appears displaying all the available Health Assessments.
Note: The icon may vary depending on the currently assigned Health Assessment.
Select the new Health Assessment value.
The Health Assessment is updated.
Note: The Health Assessment icons appear only if the Health Evaluation option was enabled for the current Inspection family, when you created the Inspection.

Update a Checklist Category Health Assessment

Procedure

Access the Inspection Details section.
To the right of the Checklist Category name, select .
A window appears displaying all the available Health Assessments.
Note: The icon may vary depending on the currently assigned Health Assessment.
Select the new Health Assessment value.
The Health Assessment is updated.
Note: The Health Assessment icons appear only if the Health Evaluation option was enabled for the current Inspection family, when you created the Inspection.
Note: When updating a Health Assessment for a Checklist Category, the Health Assessment of the root Inspection is updated to the worst-case indicator level of the Checklist Categories that are associated with it.

Bulk Printing of Inspection Reports

Using the bulk print functionality, you can generate multiple Inspection Reports at a time. The generated reports are stored in a location configured in SQL Server Reporting Services (SSRS). After you successfully generate the reports, you can download the reports as a .zip file.

Note: If you have a pop-up blocker enabled on your browser, disable it to download the report.

The bulk printing process consists of the following steps:

Print Bulk Inspection Reports

Before You Begin

Make sure that following fields are configured in SQL Server Reporting Services:
- Bulk Report Storage Path
- Bulk Report Storage User Name
- Bulk Report Storage User Password
- Bulk Report Storage Threshold (Days)
Make sure that a default report is configured in the Family Reports section of the family associated to the Inspection.
Make sure that the families of the selected Inspections contain only SSRS reports with a single parameter.

Procedure

Access the Inspection Management Overview page for the Functional Location that is linked to the Inspections for which you want to generate the reports.
Select the Underlying Open Inspections tab.

The Underlying Open Inspections section appears, displaying a list of open inspections for the selected asset.

Note: You can also access the Inspection Management Overview for the asset that is linked to the Inspections for which you want to generate the reports. In this case, you must select the Inspections tab to see the list of inspections.
Next to the Inspection IDs of the inspection for which you want to print the reports, select the check boxes.
The icon is enabled.
Select .
A message appears, asking you to confirm that you want to print the inspection reports.
Select Yes.
The report generation process starts, and the Downloads page appears. After the reports are generated, they are stored in the location defined in the Bulk Report Storage Path field of the SQL Server Reporting Services.

Note: The generated reports are available for download only for the threshold period specified in SQL Server Reporting Services.
Important: The print job may fail in any of the following scenarios:
- The bulk report storage parameters in the SQL Server Reporting Services are not configured correctly.
- The family associated with the inspection is not configured with a default report.
- No reports are defined for the family.
- The families of the Inspection records contain SSRS reports with multiple parameter.
Note: The %TimeOut; within the SSRS section in appsettings.json is configurable. The default TimeOut is set to 60 minutes.

What To Do Next

View Bulk Printing Status

About This Task

You can view the status of the print jobs that you have generated. The generated reports are placed in the following three sections based on their status:

In progress: Contains the print jobs that are currently in progress.
Successful: Contains the print jobs that are successfully completed. You can download the reports and the log files from this section.
Failed: Contains the print jobs that failed. The print job fails if any of the selected Inspection Report generation fails. From this section, you can download the error log and the Inspection Reports that are successfully generated.

Procedure

Access the Inspection Management Overview page.
Select , and then select View Bulk Printing Status.
The Downloads page appears, displaying the jobs that are in progress.

Download Bulk Inspection Reports

Before You Begin

Access the Report Configuration page and complete the configurations to store the generated reports.
Make sure that a default report is configured in the Family Reports section of the family associated to the Inspection.

About This Task

You can download the reports for the print jobs that are successfully completed or partially failed.

Procedure

Access the Inspection Management Overview page.
Select to download report.
The Download window appears, displaying the following options to download the report:
- Combined Report: downloads all the inspections as one single PDF file.
- Individual Reports: downloads each inspection as a single PDF file.
Select the Combined Report option.
Enter the File Name for the downloaded file.
Select Download.
The download starts and you can see the progress of the Download Reports job in the View Log section. After the Download Reports job is complete, the browser will download the file.
Extract the .zip file.

For Individual Reports,

The Inspection Report of each Inspection record appears as a single PDF file. The file name of the Inspection Report is the Inspection ID of the respective Inspection record.

For Combined Report,

The Inspection Report of all the Inspection records appears as a single PDF file. The file name of the report is the name specified when downloading the combined report.

What To Do Next

View Download Status

Procedure

Access the Inspection Management Overview page.
Select View Log.
The Downloads page appears displaying the status of the print jobs that you have generated. The following are the different sections for each state of the report generated.
- In progress: Displays all the jobs that are currently in progress.
- Successful: Displays all the jobs that are successfully completed. You can download the Report and the Log for the corresponding job.
- Failed: Displays all the jobs that failed. You can download the error log and the Inspection Reports that are successfully generated.
  Note: The print job fails if any of the selected Inspection Report generation fails.

What To Do Next

Download generated Inspection Reports.

Download the Generated Inspection Reports

About This Task

You can download the reports from the successfully completed print jobs.

Procedure

Access the Inspection Management Overview page.
Select View Log.
The Downloads page appears displaying the status of the print jobs that you have generated. The following are the different sections for each state of the report generated.
- In progress: Displays all the jobs that are currently in progress.
- Successful: Displays all the jobs that are successfully completed. You can download the Report and the Log for the corresponding job.
- Failed: Displays all the jobs that failed. You can download the error log and the Inspection Reports that are successfully generated.
  Note: The print job fails if any of the selected Inspection Report generation fails.
Select Successful.
The print jobs that are successfully completed are displayed as a table.
In the Report column of the print job you wanted to download, select .
The report associated with the print job is downloaded as a .zip file.
Extract the .zip file.

For Individual Reports,

The Inspection Report of each Inspection record appears as a single PDF file. The file name of the Inspection Report is the Inspection ID of the respective Inspection record.

For Combined Report,

The Inspection Report of all the Inspection records appears as a single PDF file. The file name of the report is the name specified when downloading the combined report.