General Reference

This section contains information on NR13, State Management, and Site Filtering.

About NR13

NR13 is a Brazilian Regulatory Standard issued by the Department of Labor, applicable only to sites in Brazil. Its general purpose is to ensure safety in all aspects of designing, installing, operating, and maintaining certain types of equipment.

The NR13 module expands APM's baseline function to support the collecting and storing of technical data that is required to create NR13-compliant inspection reports. The module also adds two new inspection reports specifically for NR13 inspections.

The NR13 module is enabled by the NR13 license.

You can download the NR13ModuleEnglish.pdf (PDF).

Inspection Management State Management

The diagram below shows the workflow of the baseline State Management process as it applies to Inspection Recommendations.

Details

The Proposed state is the initial state of all Inspection Recommendations.
By default, states will appear in the Recommended Actions pane when you are viewing an Inspection Recommendation or the Record Manager.
Operations that are not in reserved states can be accessed by selecting an Inspection Recommendation and then selecting .

Reserved States and Operations

The following tables indicate whether or not the baseline states and operations are reserved. You cannot remove or modify reserved states or operations. You can, however, add your own states and operations to the State Assignment.


State Caption	Reserved State	Security Role
Approved	No	SC Recommendation Implementer Role
Cancelled	No	None
Completed	No	None
In Progress	No	SC Recommendation Implementer Role
Pending Approval	No	SC Recommendation Reviewer Role
Pending Review	No	MI Inspection Supervisor
Proposed	Yes	MI Inspector
Rejected	No	None
Superseded	Yes	None


Operations	Reserved Operation	Predecessor States	Successor State
Approve	No	Pending Approval	Approved
Cancel	No	Pending Approval Pending Review	Cancelled
Mark as Completed	No	Approved In Progress	Completed
Reject	No	Pending Approval Pending Review	Rejected
Request for Approval	No	Pending Review	Pending Approval
Request for Review	No	Proposed	Pending Review
Rework	No	Pending Approval	Pending Review
Rework	No	Pending Review	Proposed
Supersede	Yes	Proposed	Superseded
Unlink from Master	Yes	Superseded	Proposed

The following diagram shows the workflow of the baseline State Management process as it applies to Inspections.

Details

The Draft state is the initial state of all Inspection families
Operations in the inspections allow you to change the state if you have a required security role to execute them.

Reserved States and Operations

The following tables indicate whether the baseline states and operations are reserved. You cannot remove or modify reserved states or operations.


State Caption	Reserved State	Security Role
Draft	Yes	MI Inspector MI Contract Inspector
Pending Approval	No	MI Inspector Supervisor
Rework	No	MI Inspector MI Contract Inspector
Approved	No	MI Inspector Supervisor
Audited	No	NA


Operations	Reserved Operation	Predecessor States	Successor State
Request for Approval	No	Draft	Pending Approval
Rework	No	Pending Approval	Rework
Approve	No	Pending Approval	Approved
Request for Approval	No	Rework	Pending Approval
Audit	No	Approved	Audited
Rework	No	Approved	Pending Approval

Note: The Inspection Report Owner field populates the users who are assigned any roles that are in the Draft state, except MI Contract Inspector role, along with the users who are assigned the Inspection Human Resource role.

Similarly, Inspection Reviewer field populates the users who are assigned any roles that are in the Pending Approval state, except MI Contract Inspector role, along with the users who are assigned the Inspection Supervisor Human Resource role.

Inspection Management Site Filtering

The Work Pack family employs the APM Site Control; however, Work Packs are not linked to specific assets or Functional Locations. When a Work Pack record is initially created, it is assigned the default site of the user who created the record. The site of the root level Work Pack can only be modified prior to saving the record.

Tip: For more information, refer to the Site Filtering section of the documentation.

If a multi-site user who has access to every site in a root-level Work Pack record links child records from multiple sites to that Work Pack record, another user who does not have access to every sites may only see a potion of the data associated with that record.

Tip: Although having site-specific tasks is allowed by APM, Inspection Management Best Practices recommends that Work Packs and their associated tasks be limited to a single location.

Example: Work Pack Records

Consider an organization that has three sites, Site X, Site Y, and Site Z. Work Pack A, a global record, contains the following tasks:

Task 1: Assigned to Site X
Task 2: Assigned to Site Y
Task 3: Assigned to Site Z

Scenario 1: User assigned to only Site X.

When this user views Work Pack A, he or she will see the following:

Work Pack A.
Task 1.

Scenario 2: User assigned to both Site Y and Site X.

When this user views Work Pack A, he or she will see the following:

Work Pack A.
Task 1.
Task 2.

Scenario 3: Super User

When this user views Work Pack A, he or she will see the following:

Work Pack A.
Task 1.
Task 2.
Task 3.

Important: Although all tasks are contained within the global record Work Pack A, the user will only see the tasks associated with the current site to which they are assigned.

Inspection Management URLs

There is one URL route associated with Inspection Management: im. The following table describes the various paths that build on the route, and the elements that you can specify for each.


Element	Description	Accepted Value(s)	Notes
im/asset/<AssetEntityKey>/<WorkspaceName>: Accesses the Inspection Management page. im/asset/<AssetEntityKey>/inspection/<InspectionEntityKey>: Accesses the Inspection Data section of the Inspection Overview page. im/asset/<AssetEntityKey>/task/<InspectionTaskEntityKey>: Accesses the Manage Task page.
<AssetEntityKey>	Specifies the level of the Asset Hierarchy for which you want to view Inspection information.	Any Asset Entity Key that is associated with an asset in the Asset Hierarchy.	N/A
<WorkspaceName>	Specifies the Inspection Management page that you want to view.	Overview	Accesses the Inspection Management Overview workspace.
<WorkspaceName>		Profile	Accesses the Inspection Profile Details section.
<InspectionEntityKey>	Specifies the level of the Asset Hierarchy for which you want to view Inspection information.	Any Inspection Entity Key that is associated with an asset in the Asset Hierarchy.	Accesses the Inspection Data section.
<InspectionEntityKey>		-1	The Inspection Data section. If the <InspectionEntityKey> is a valid Inspection record, you can bypass the <AssetEntityKey> by entering -1.
<InspectionTaskEntityKey>	Specifies the level of the Asset Hierarchy for which you want to view Inspection Task information.	Any Inspection Task Entity Key that is associated with an asset in the Asset Hierarchy.	Accesses the Manage Task page.
im/functionallocation/<FunctionalLocationEntityKey>/<WorkspaceName>: Accesses the Inspection Management page. im/functionallocation/<FunctionalLocationEntityKey>/inspection/<InspectionEntityKey>: Accesses the Inspection Data section of the Inspection Overview page. im/functionallocation/<FunctionalLocationEntityKey>/task/<InspectionTaskEntityKey>: Accesses the Manage Task page.
<FunctionalLocationEntityKey>	Specifies the functional location level of the Asset Hierarchy for which you want to view Inspection information.	Any Functional Location Entity Key that is associated with an asset in the Asset Hierarchy.	N/A
<WorkspaceName>	Specifies the Inspection Management page that you want to view.	Overview	Accesses the Inspection Management Overview page.
<WorkspaceName>		Profile	Accesses the Inspection Profile Details section.
<InspectionEntityKey>	Specifies the functional location level of the Asset Hierarchy for which you want to view Inspection information.	Any Inspection Entity Key that is associated with an asset in the Asset Hierarchy.	Accesses the Inspection Data section.
<InspectionTaskEntityKey>	Specifies the functional location level of the Asset Hierarchy for which you want to view Inspection Task information.	Any Inspection Task Entity Key that is associated with an asset in the Asset Hierarchy.	Accesses the Manage Task page.
im/workpack/<WorkPackEntityKey>: Accesses the Work Pack Overview page. im/workpack/<WorkPackEntityKey>/subworkpack/<SubWorkPackEntityKey>: Accesses the Work Pack Overview page for the selected Sub Work pack.
<WorkPackEntityKey>	Specifies the Work Pack that you want to view.	Any related Work Pack Entity Key.	Accesses the Definitions section.
<SubWorkPackEntityKey>	Specifies the Sub Work Pack that you want to view.	Any related Sub Work Pack Entity Key.	Accesses the Definitions section. Note: You may have two Sub Work Pack strings in a single URL.
im/task/<InspectionTaskEntityKey>/inspection/0/inspectionfamkey/<InspectionDocumentTypeFamilyKey>: Creates an inspection that is linked to an inspection task.
<InspectionTaskEntityKey>	Specifies the Inspection Task key for which you are creating an inspection.	Any Inspection Task Entity Key that is associated with an asset in the Asset Hierarchy.	The inspection that you create using the URL will be associated with this task.
<InspectionDocumentTypeFamilyKey>	Specifies the inspection document type family key that is associated with the document type of the inspection.	Any Inspection Document Type Family Key that is associated with the selected asset.	If you do not have a document type defined, a dialog appears, asking you to select an inspection family or checklist template.
im/asset/<AssetEntityKey>/inspection/0: Creates an inspection that is associated with an asset.
<AssetEntityKey>	Specifies the level of the Asset Hierarchy for which you want to create an inspection.	Any Asset Entity Key that is associated with an asset in the Asset Hierarchy.	The inspection that you create using the URL will be associated with this asset.
im/asset/<AssetEntityKey>/inspectionfamkey/<InspectionFamilyKey>: Creates an inspection that is associated with an asset and an inspection family.
<AssetEntityKey>	Specifies the level of the Asset Hierarchy for which you want to create an inspection.	Any Asset Entity Key that is associated with an asset in the Asset Hierarchy.	The inspection that you create using the URL will be associated with this asset.
<InspectionFamilyKey>	Specifies the family key that is associated with the inspection family for which you want to create an inspection.	Any Inspection Family Key that is associated with the selected asset.	The inspection that you create using the query will be associated with this inspection family. You cannot associate this inspection with a checklist template.

Example URLs


Example URL	Destination
im/asset/64251821851/overview	The Inspection Management Overview page.
im/asset/64251821851/inspection/64251866183	The Inspection Data section of the Inspection Overview page.
im/asset/-1/inspection/64251866183	The Inspection Data section of the Inspection Overview page.
im/asset/64251821851/task/64252712345	The Manage Task page.
im/functionallocation/64253088766/Overview	The Inspection Management Overview page.
im/functionallocation/64253088766/inspection/64251866183	The Inspection Data section of the Inspection Overview page.
im/functionallocation/64253088766/task/64252712345	The Manage Task page.
im/workpack/64253082425 -or- im/workpack/64253082425/subworkpack/64253156890 -or- im/workpack/64253082425/subworkpack/64253156890/subworkpack/6425315689	The Definitions section of the Work Pack Overview page.
im/task/64252712345/inspection/0/inspectionfamkey/6598721675	The Inspection Details page for the inspection you created from the selected inspection task.
im/asset/64251821851/inspection/0	The Inspection Details page for the inspection you created from the selected asset.
im/asset/64251821851/inspectionfamkey/6256448923	The Inspection Details page for the inspection you created from the selected asset.

Inspection Management System Code Tables

The following grid lists the System Code Tables that are used by Inspection Management.


Table ID	Table Description	Function
INSM	Inspection Interval Types	Used to populate the Desired Interval Basis list in Inspection Task records.
INST	Inspection Status Code	None.
MI ACTION	CORE, Actions Taken	Used to populate the Action Taken Code list in General Finding records. Note that only system codes that contain the reference INSPECTION_FINDING_ACTION appear in the Action Taken Code list.
MI API 510 EXTERNAL CHECKLIST FINDING SECTIONS	API 510 External Checklist Finding Section	Used to display sections and rows on the Inspection Finding Checklist page.
MI API 510 INTERNAL CHECKLIST FINDING SECTIONS	API 510 Internal Checklist Finding Section	Used to display sections and rows on the Inspection Finding Checklist page.
MI API 510 INTERNAL EXCHANGER CHECKLIST FINDING SE	API 510 Internal Exchanger Checklist Finding Section	Used to display sections and rows on the Inspection Finding Checklist page.
MI API 570 EXTERNAL CHECKLIST FINDING SECTIONS	API 570 External Checklist Finding Section	Used to display sections and rows on the Inspection Finding Checklist page.
MI API 653 EXTERNAL CHECKLIST FINDING SECTIONS	API 653 External Checklist Finding Section	Used to display sections and rows on the Inspection Finding Checklist page.
MI API 653 INTERNAL CHECKLIST FINDING SECTIONS	API 653 Internal Checklist Finding Section	Used to display sections and rows on the Inspection Finding Checklist page.
MI BUNDLE ACTION	Inspection; Inspection / Maintenance Actions taken on a exchanger bundle	Used to populate the Action This Inspection list in Bundle Sub-Inspection records.
MI BUNDLE TYPE	Inspection; Bundle Types	Used to populate the Bundle Type list in Bundle Sub-Inspection records.
MI BUSINESS IMPACT	CORE, Impact to company's production carrying out equipment work	Used to populate the Business Impact list in Inspection Recommendation records.
MI CHECKLIST CATEGORIES	MI_CHECKLIST_CATEGORIES; Checklist Categories	Used to populate the Categories list in Checklist Configuration Template page.
MI CHECKLIST FINDING ITEMS	Checklist Finding Items	Used to display values in the first column on the Inspection Finding Checklist page.
MI CHECKLIST FINDING TYPES	Checklist Finding Types	Used to populate the Finding Value lists on the Inspection Finding Checklist page.
MI COMPLIANCE STANDARD	CORE, Compliance Standard	Used to populate the Certification Type list in Personnel Certification records. Note that only the System Codes that contain the reference INSPECTION_PERS_CERTS appear in the Certification Type list.
MI CORE REFERENCES	CORE, Used to limit values by common components	Used to populate the Status list in Inspection Recommendation records.
MI DAMAGE MECHANISM	Inspection, Damage Mechanisms	Used to populate the Damage Mechanism list in General Finding records.
MI DAMAGE MODE	Inspection, Damage Mode	Used to populate the Damage Mode list in General Finding records.
MI DAMAGECHECKLIST SECTIONS	Damage Checklist Sections	Used to populate the Third Party Damage list in Checklist Findings records.
MI DEGRADATION MECHANISM TYPES	Degradation Mechanism Types	Used to populate the Degradation Mechanism list in Inspection records.
MI EQUIP OP STATE	MI Inspection, Equipment Operating State	Used to populate the Equipment Operating State list in Inspection records. Note that only the System Codes that contain the reference INSPECTION_EQUIPMENT_STATE appear in the Equipment Operating State list.
MI EVENT REASON	CORE, Reason for Event	Used to populate the Reason for Inspection list in Inspection records. Note that: References that have been added to the INSPECTION REASON1 System Code Table are available in a Full Inspection record, and references that have been added to the INSPECTION REASON2 System Code Table are available in a General Inspection record. All System Codes in the MI EVENT REASON System Code appear in the Reason for Inspection list in Bundle Inspection and Pressure Test Inspection records.
MI EXTERNAL PRD CHECKLIST FINDING SECTIONS	External PRD Checklist Finding Section	Used to display sections and rows on the Inspection Finding Checklist page.
MI FINDING TYPE	MI Inspection, Provides categories for an inspection finding	Used to populate the Type list in General Finding records.
MI FREQUENCIES	CORE, Frequencies	Used to populate the Frequency of Alert After Due Date list in Inspection Recommendation records. Note that only the System Codes that contain the reference INSPECTION ALERT INTERVAL appear in the Frequency of Alert After Due Date list.
MI INSPCONFEV	Inspection Confidence Evaluation	None.
MI_INSPECTION_HEALTH_EVALUATION_LEVELS	Inspection Health Evaluation Levels	Used to cross reference values from the MI_FINDING_TYPE table with health alert levels. The references in this table determine the assigned alert level for a health assessment value.
MI INSPECTION METHOD CATEGORY	MI INSPECTION METHOD CATEGORY	Used to populate the Category list in Inspection Method records.
MI INSPECTION METHOD REFERENCE	MI Inspection, Stores system codes and descriptions that represent Inspection Methods	Used to determine the confidence for each Degradation Mechanism used in RBI Analyses.
MI INSPECTION PROFILE CATEGORY	Inspection, Profile Category	Used to populate the Item Category list in Inspection Profile records.
MI INSPECTION PROFILE REFERENCE	MI Inspection	Stores the equipment family ID's, system codes, and descriptions to limit the Profile Categories shown for a piece of equipment. Built during implementation when equipment model known
MI INSPECTION REFERENCES	MI Inspection, Inspection Reference Codes - Inspection	Used to limit values in System Code Tables to values used in the inspection solution.
MI INSPECTION STRATEGY	MI Inspection Strategy	None.
MI PDM FILTER	MI RBI, Potential Degradation Filter	Used to populate the Degradation Mechanism list in Inspection records belonging to the PRD Pop Test Checklist subfamily.
MI PRD INSPECTION TYPE FILTER	PRD Inspection Type Filter	Used to populate the Type of Inspection list in PRD Pop Test Checklist records.
MI PRD PT CHECKLIST FINDING SECTIONS	PRD Pop Test Checklist Finding Sections	Used to display sections and rows on the Inspection Finding Checklist page.
MI PRIORITY	CORE, baseline priority types	Used to populate the Recommendation Priority list in Inspection Recommendation records.
MI RECOMMENDATION TYPE	CORE, Recommendation Type	Used to populate the Recommendation Type list in Inspection Recommendation records. Note that the Recommendation Type field is not included on the baseline Inspection Recommendation datasheet.
MI RESOURCE ROLE	List of user roles	Used to populate the Role list in Resource Role records.
MI STATUS	Status Codes - CORE	Used to populate the Inspection Document Status list in Inspection records. Note that only the System Codes that contain the reference INSPECTION_DOCUMENT_STATUS appear in the Inspection Document Status list.
MI TASK TYPE REFERENCE	CORE, Reference values to limit task type lists when creating tasks	Used to populate the list in the Reference list in Task Types records.
MI TEST MEDIA	Fluids used for testing	Used to populate the Test Media list in Pressure Test Sub-Inspection records.
MI YES NO	MI Core, Yes-No	Used to populate the Predictable list in General Finding records.

Inspection Management Data Model

Inspection Management simply offers a customized view of individual records that belong to families in the data model. In addition, each step in the Inspection Management workflow allows you to create, view, or manage those records.

The following diagram illustrates how records are linked to one another within Inspection Management. The shaded boxes represent entity families, and the arrows represent relationship families. You can determine the direction of each relationship from the direction of the arrowhead: the box to the left of each arrow head is the predecessor in that relationship, and the box to the right of each arrowhead is the successor in that relationship. For example, you can see that Inspection records are linked to Inspection Recommendation records through the Has Recommendations relationship, where the Inspection family is the predecessor.

While the image shows one box for the Inspection family, APM provides the following Inspection families as part of the baseline Inspection Management content:

Bundle Inspection
Bundle Sub-Inspection
API 510 External Checklist
API 510 Internal Exchanger Checklist
API 510 Internal Checklist
API 570 External Checklist
API 653 External Checklist
API 653 Internal Checklist
External PRD Checklist
Full Inspection
General Inspection
PRD Pop Test Checklist
Pressure Test Inspection
Pressure Test Sub Inspection
Pipe Rotation Event
Inspection Health Evaluation

In the image above, the Inspection box is the predecessor to the Checklist Finding box. In the baseline database, however, only the following Inspection families are related to the Checklist Finding family:

API 510 External Checklist
API 510 Internal Exchanger Checklist
API 510 Internal Checklist
API 570 External Checklist
API 653 External Checklist
API 653 Internal Checklist
External PRD Checklist
PRD Pop Test Checklist

Note that although both the Equipment and Functional Location families are related to the Inspection Profile family, this documentation assumes that you will create Inspection Profiles only for equipment. You will typically not create Inspection Profiles for locations.

The MIExecution Service

The MIExecution Service is a service available in the APM server, which processes jobs in the Inspection Management, Integrity Mobile, Risk Based Inspection, and Thickness Monitoring module queues. It uses a single shared ActiveMQ queue service across APM.

Supported Job Types

Inspection Management
Integrity Mobile
Risk Based Inspection
Thickness Monitoring

Configuration

You can configure the following parameters of the MIExecution Service:


Parameter	Description	Default Value
ConcurrencyLimit	The maximum number of messages consumed concurrently.	100
Retries	The number of times the service retries to send the messages to ActiveMQ in case of a failure.	5

For instructions of configuring these settings, refer to Configure Inspection Management ActiveMQ settings for MIExecution Service.