European Inspection Management

1. Access the System Codes and Tables page.
2. From the System Tables section, select Integrity Fluid Name.
   The details of the Integrity Fluid Name table appears.
3. In the System Code subsection, select .
   The Create System Code window appears.
4. In the ID box, enter the ID for the fluid.
   Note: The ID must be unique and must not be greater than 50 characters in length.
5. In the Description box, provide a description for the fluid.
   Note: The description must not exceed 255 characters in length.
6. Select one or more of the following options:
   • Default: Select the check box if you want this fluid to be the default fluid for the Integrity Fluid Name System Code Table.
   • Active: Select the check box if you want the System Code to be active.
7. Select Save.
   The new fluid is added and appears in the System Code subsection.

1. Using Record Manager, create a record in the Fluid Data family.
   The Fluid Data datasheet appears.
2. Enter values in the available fields.
   Based on the values, a group is assigned to the fluid.

   Note: If required, you can change the default group assigned to the fluid.
3. Select .
   The fluid properties are added to the fluid record.

1. Access the administrative features of Compliance Management.
   The Compliance Strategy Templates page appears, displaying all the available Compliance Strategy Templates.
2. Select one of the following Compliance Strategy Templates:
   • EU_PIPE_FL: Template for Piping for Functional Location
   • EU_PIPE_EQ: Template for Piping Equipment
   • EU_SB_FL: Template for Steam Boiler for Functional Location
   • EU_SPV_FL: Template for Simple Pressure Vessel for Functional Location
   • EU_PV_EQ: Template for Pressure Vessel Equipment
   • EU_SPV_EQ: Template for Simple Pressure Vessel Equipment
   • EU_PV_FL: Template for Pressure Vessel for Functional Location
   • EU_SB_EQ: Template for Steam Boiler Equipment
   The Compliance Strategy Template datasheet appears, displaying the Template Details section.
3. Select the Assets tab.
   The Assets section appears, displaying a list of assets associated with the selected Compliance Strategy Template.
4. Perform one of the following steps:
   • To add Assets via query, complete the following steps:
     1. Select .
     2. 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.

     3. In the Select Assets section, next to each asset that you want to add, select the check box.
     4. Select Finish.
   • To add Assets via finder, complete the following steps:
     1. Select .
     2. In the Hierarchy Finder window, navigate to the asset that you want to add.
     3. Next to each asset that you want to add to the Compliance Strategy Template, select .

        The selected assets appear in the Hierarchy Finder window.

     4. Select OK.

1. Access Record Manager, select Inspection Summary Reference from the list.
   The Inspection Summary Reference datasheet appears.
2. In the datasheet, select or enter appropriate values in the available fields.
3. Select .
   The Inspection Summary Reference record is created.

1. Identify an Asset
2. Create Asset Technical Data Record
3. Apply the Suggested Compliance Strategy templates for an Asset
4. Create an Inspection Plan
5. Approve an Inspection Plan
6. Implement an Inspection Plan
7. Manage Inspection Tasks
8. Reschedule an Inspection Task
9. Manage Inspection Events

This topic describes how to identify the certification requirements for the inspectors based on the criticality of the assets.

1. Access the Assets page.
   The Asset Hierarchy appears in the Assets page.
2. In the Hierarchy section, in the Search box, enter the Asset ID for which you want to create or edit Asset Technical Data, and then press Enter.
   The asset appears in the Hierarchy section.
3. Select the Integrity tab, and then select Inspection Assets for Inspection Management to view and edit the Inspection Management Overview page for the related asset.
   Note: For better workflow walkthrough, we are using asset E0110A-097 from Asset Hierarchy as an example. The steps in the below workflow are based on the E0110A-097 asset.
4. In the Integrity tab, no inspections appear for the selected asset.
5. Select the link on the 0 Inspections.
   The Inspection Management Overview page appears for the related asset.

This topic describes how to create an Asset Technical Data record to determine the certification requirements of the inspectors based on the criticality of the assets. You can create multiple Asset Technical Data records for an Asset.

1. Access the Inspection Management Overview page.
2. Select and then select View Asset Technical Data.
   The Asset Technical Data page appears, displaying the assets and the related families for Asset Technical Data and NR13 Technical Data.

   Note: All the families for an asset are displayed in the Has Technical Data relationship family.
3. To modify a record for Asset Technical Data or NR13 Technical Data, select the related asset from the Technical Data pane.
4. To add a new Asset Technical Data datasheet, select , and then select Asset Technical Data.
   A blank Asset Technical Data datasheet for the selected asset appears.
5. As needed, enter values in the available fields. Based on the fields entered in the datasheet, the value in the certification field is calculated.

Users can get suggested Compliance Strategy Templates for assets that are in the Assets without Templates section of the Compliance Management Overview page. This section contains assets that do not have linked Compliance Strategy Templates, but match queries attached to Compliance Strategy Templates.

1. Access the Compliance Management Overview page, and then select the Assets without Templates tab.
   The Assets without Templates section appears.
2. Select Suggest Templates.
   A window appears, stating that the current Suggested Compliance Template records will be deleted if you proceed.
3. Select Yes.
   The Suggest Templates process executes. A scheduled job is created.
4. Optional: If you want to view the status of the job, select .
   The Schedule Logs page appears, displaying a list of all the operations in APM that are in progress, along with the percentages of completion. You can also access a list of operations that have been successful or have failed.
5. After selecting Suggested Template, refresh the page.
6. Select the check boxes next to the Asset IDs, and then select Apply Template.
   The Confirm Apply Template window appears asking you to confirm if you want to apply the suggested templates to the selected assets.
7. Select Yes.
   The templates are applied to the selected assets, and the assets appear in the Assets without Inspection Plans section of the Compliance Management Overview page.

You can create an Inspection Plan for assets that are linked to Compliance Strategy Templates.

1. Access Compliance Management, and then select the Assets without Inspection Plans tab.
   The Assets without Inspection Plans section appears, displaying a list of available assets based on the current filter.
2. In the Assets section, select the check boxes against the rows containing the asset to create an Inspection Plan.
   The selected assets are highlighted.
3. Select Create Inspection Plans.
   The job status appears in the page heading, displaying the progress of the Inspection Plan creation.

   Note: When the process is complete, you can select to access the Schedule Logs page.

Any user with the MI Inspection Plan Approver Security Role can move an Inspection Plan to the Approved state. After the Inspection Plan is approved, recommendations can be implemented as tasks.

1. Access the Inspection Plan that you want to approve.
2. In the Proposed box, select Approve, and then select Done.
   A message appears, stating that the Inspection Plan has been approved.

   Note:

   • After you approve an Inspection Plan, you cannot delete, supersede, or designate recommendations as Not Required. You must first move them to the Modified state.
   • While the Inspection Plan is being modified, you cannot delete, supersede, or designate recommendations as Not Required.

1. You can view if the state of the Inspection Plan from the top-right corner of the page.
2. Select the check box against the recommendation that you want to implement and select Implement from the top-right corner of the page.
   Note: You can perform only one implementation at a time. Select a recommendation using the check box to implement. Bulk implemented is not allowed. For more information on Recommendation Details, see Recommendation ID.
   The Implement as Inspection Task dialog appears
3. You can implement as a new task or link it to an existing task.
   Here, we are implementing all the three tasks as a new task.
4. As needed, modify the details for the Recommended Actions that you selected.
5. All the three recommendations of the asset have been implemented as new task and are visible in Existing Tasks section of the page.
   The Inspection Plan page appears.

1. Select any one task from the Task ID column in Inspection Plan.
   The Inspection Task datasheet appears.
2. Select the European Inspection Task datasheet from the Datasheet ID drop-down list.
   The European Inspection Task record appears for the asset.
3. As needed, enter values in the available fields of the datasheet.
   The following fields are available as part of the Inspection Event.

   Field	Value	Source
   Applicable Regulation	If the inspection is a European Inspection, then you need to select European Inspection Regulation. The values in this field are populated from the MI_INTGY_REGULATION system code table.	Compliance Recommendation
   Certification	The values in this field are populated from the MI_COMPLIANCE_STANDARDS system code table. By default, it shows ZUS and BP.	Compliance Recommendation
   Previous Next Date	This field is populated automatically by the APM system. This filed stores the Next Date before the rescheduling occurs. This field is always disabled.	European Inspection
   Task Rescheduling Basis	This field captures the information based on how the Next Date field is calculated. The field can be calculated either by the Completion Date or the Previous Next Date.	European Inspection
   Compliance Window	This field stores the information about the duration of compliance in months.	European Admin Settings
   Inspection Documentation Window	This field stores information about the duration in months for documenting an inspection report.	European Admin Settings
   Compliance Min Date	The earliest date on which an inspection may be performed.	European Inspection
   Compliance Max Date	The time between the Last Date and the Max Date.	European Inspection

   Note:

   • The Applicable Regulation and Certification field values are mapped from the related Compliance Recommendation record from which the Inspection Task was created.
   • The Applicable Regulation value is set to European Inspection Regulation and the Certification field value is set to ZUS, then the Inspectors with respective certification or Inspection Administrators will be able to select the Modifiable Task field. If the Certification field value is set to ZUS, certification for the inspector will not be checked to select the modifiable task attribute.
   • Value in the fields Compliance Window and Inspection Documentation Window in European Inspection Task datasheet are auto populated. These values must be pre-defined at a Site Level.
   • If the Certification field value is set, then Modifiable field will set to false before updating the Inspection Task.

1. Access the Inspection Management Overview page and select an asset for which you want to create an Inspection Event.
2. Select , and then select Create Inspection.
   The Create Inspection window appears.
3. In the Inspection Event box, select the Inspection Event.
4. In the Inspection Tasks box, select the Inspection Tasks.
   Note:

   • You can create an Inspection without selecting any value in the Inspection Tasks box.
   • You can select either a single Inspection Task or multiple Inspection Tasks using the check box.
5. Select Create.
   The Inspection Details workspace appears, displaying the Full Visual Inspection datasheet.
6. Select EU Inspection Report from the drop-down list.
   The EU Inspection Report datasheet appears.

   The following fields are available as part of the Inspection Event.

   Field	Value	Source
   Applicable Regulation	If the inspection is a European Inspection, then you need to select European Inspection Regulation. The values in this field are populated from the MI_INTGY_REGULATION system code table.	Inspection Task
   Certification	The values in this field are populated from the MI_COMPLIANCE_STANDARDS system code table. By default, it shows ZUS and BP.	Inspection Task
   Inspection Document Category	The field populates the following values: Test Certificate by ZUS Test Record by Company Inspector Test Report by Subcontractor	European Inspection
   Inspection Instruction	This field stores a list of instructions for an inspector. The list is populated in a drop-down list box.	European Inspection

   Note:

   • Inspection Report Owner field will display all the users who satisfy following conditions:
     • If the value in the Certification field is ZUS:
       • The Inspector role with a valid matching Certification can perform inspection.
       • The Team Member with a valid matching Certification can perform inspection.
     • If the Certification field does not have a value:
       • The inspector role can perform the inspection.
       • The Team member can perform the inspection.
   • Reviewer Name field will display all the users who satisfy following conditions:
     • If the Certification field has a value:
       • The Inspector Supervisor role with a valid matching Certification can perform the inspection.
       • The Team Member with a valid matching Certification can perform the inspection.
   • If the certification field has a value, then the check boxes Inspection Lock and Inspection Task Complete can be selected by either the Inspector or any Team Member provided they have the respective certification.
   • If the Application Regulation is European Inspection Regulation, Certification is ZUS then Inspection Document Category is set to Test Certificate by ZUS and disabled. If the Certification is not ZUS, then the Inspection Document Category field would be enabled.
   • An Inspection Summary appears based on the Inspection Document Category and Inspection Instructions selected. Select the values based on the available fields.
7. In the datasheet, enter values in the available fields.
8. An Inspection is created for an asset in a European Inspection Report an asset.