Inspection Management Deployment

Deploy Inspection Management for the First Time

The following table outlines the steps that you must complete to deploy and configure this module for the first time.

These tasks may be completed by multiple people in your organization. We recommend, however, that the tasks be completed in the order in which they are listed.

Before you begin completing these tasks, review the system requirements for this module to identify the supported features for this module in APM.


Step	Task	Notes
1	Assign Security Users to one or more of the Security Roles used in IM.	This step is required. Security Users will need permissions to the Inspection Management families before they can use the Inspection Management features.
2	Assign Resource Roles to users.	This step is required to define the users who can perform Inspection workflows as Inspectors, supervisors, administrators, contract inspectors, and risk analysts in Inspection Management.
3	Modify baseline Application Configuration settings.	This step is required only if you want to modify Application Configurations. The following Application Configurations are defined in the baseline database: Asset Query Path; Associated Relationship Family; Published Query Path; Summary Query Path; Alerts Query Path; Asset Is Successor; Profile Configuration; Method Configuration; Strategy Rule Configuration.
4	Define the Inspection Profile for each piece of equipment that you will inspect.	This step is required only if you plan to create Inspection records in baseline families other than the Checklists subfamilies.
5	Modify the baseline Asset query.	This step is required only if you want Inspection records to be linked to records in a family other than the Equipment family.
6	Define Event Configurations for any new Inspection families that you have created.	This step is required only if you have created custom Inspection families that you want to use within Inspection Management.
7	Create a Checklist Configuration Template for custom inspections.	This step is optional.
8	Define Taxonomy Configurations for Inspection Families and Checklist Configurations.	This step is required only if you want to link Inspection Families and Checklist Configurations to assets using equipment taxonomy.
9	Assign certifications to users.	This step is optional.
10	Group inspection work into Work Packs.	This step is optional.
11	Modify the Inspection Event preferences.	This step is required to avoid creating redundant related records while creating inspection record.

Inspection Management Security Groups and Roles

The following table lists the baseline Security Groups available for users within this module, as well as the baseline Roles to which those Security Groups are assigned. In Cloud APM, Roles are assigned to Security Users through permission sets.

Important: Assigning a Security User to a Role grants that user the privileges associated with all of the Security Groups that are assigned to that Role. To avoid granting a Security User unintended privileges, before assigning a Security User to a Role, be sure to review all of the privileges associated with the Security Groups assigned to that Role.


Security Group	Roles
MI Inspection	MI Mechanical Integrity Administrator MI Mechanical Integrity Power MI Mechanical Integrity User
MI Inspection Viewer	MI APM Viewer MI Mechanical Integrity Viewer

The following roles can be assigned to a group or user:

Inspector
Inspection Supervisor
SC Recommendations Implementer
SC Recommendations Reviewer

These roles are used in State Management.


Family	MI Inspection	MI Inspection Viewer
Entity Families
Alert	View, Insert, Update, Delete	View
Certification	View, Insert, Update, Delete	View
Checklist Finding	View, Insert, Update, Delete	View
Conditional Alerts	View, Insert, Update, Delete	View
Corrosion	View, Insert, Update, Delete	View
Equipment	View, Insert, Update, Delete	View
Event	View, Insert, Update, Delete	View
Finding	View, Insert, Update, Delete	View
Human Resource	View	View
Inspection Method	View, Insert, Update, Delete	View
Inspection Profile	View, Insert, Update, Delete	View
Inspection Team Member	View, Insert, Update, Delete	View
Inventory Group Configuration	View	View
Potential Degradation Mechanisms	View	View
RBI Degradation Mechanisms	View	View
RBI Inspection Auto-Selection Criteria	View	View
Recommendation	View, Insert, Update, Delete	View
Reference Document	View, Insert, Update, Delete	View
Resource Role	View, Insert, Update, Delete	View
SAP System	View	View
Security User	View	View
Strategy	View, Update	View
Task	View, Insert, Update, Delete	View
Taxonomy References	View	View
Time Based Inspection Interval	View, Insert, Update, Delete	View
Time Based Inspection Setting	View, Insert, Update, Delete	View
Work Pack	View, Insert, Update, Delete	View
Relationship Families
Belongs to a Unit	View, Update, Insert, Delete	View
Checklist Has Finding	View, Insert, Update, Delete	View
Has Certifications	View, Insert, Update, Delete	View
Has Degradation Mechanisms	View	View
Has Findings	View, Insert, Update, Delete	View
Has Inspection Method	View, Insert, Update, Delete	View
Has Inspection Profile	View, Insert, Update, Delete	View
Has Inspection Scope	View, Insert, Update, Delete	View
Has Inspections	View, Insert, Update, Delete	View
Has Potential Degradation Mechanisms	View	View
Has Recommendations	View, Insert, Update, Delete	View
Has Reference Documents	View, Insert, Update, Delete	View
Has Roles	View, Insert, Update, Delete	View
Has Sub-Inspections	View, Insert, Update, Delete	View
Has Tasks	View, Insert, Update, Delete	View
Has Task History	View, Insert	View
Has Task Revision	View, Insert	View
Has Team Member	View, Insert, Update, Delete	View
Has Taxonomy Hierarchy Element	View	View
Has Taxonomy Mapping	View	View
Has Time Based Inspection Interval	View, Insert, Update, Delete	View
Has Work Pack	View, Update, Insert, Delete	View
Is a User	View	View
Is Planned By	View, Insert, Update, Delete	View
Is Executed By	View, Insert, Update, Delete	View

Note: Security privileges for all modules and catalog folders can be found in the APM documentation.

Note that:

The family-level privileges granted to the following families are also spread to all of their subfamilies:
- Event
- Taxonomy References
The Has Task History relationship family is inactive in the baseline APM database.
In addition to the families listed in the preceding table, members of the MI Inspection Security Group have View privileges to additional families to facilitate integration with the Risk Based Inspection module. Since these families are not used elsewhere in Inspection Management, they are not listed in this table.

Note: As part of implementing Inspection Management, you will decide whether you want to link Inspection records to Equipment records, Functional Location records, or both. If you want to link Inspection records to Functional Location records, you will need to grant members of the MI Inspection Security Group at least View privileges to the Functional Location family and the Functional Location Has Equipment relationship family. All new users are automatically assigned to the Everyone user group.

Modify the Inspection Event Preferences

Procedure

Access the Inspection Configuration workspace.
Select the Event Configurations tab.
The Event Configurations section appears, displaying a list of the Event Configurations currently applied to the Inspection Configuration.
In the upper-right corner of the workspace, select .
The grid in the Event Configurations section can now be modified.

In the Event Configurations section, select the Related Families links corresponding to the Inspection families as listed in the following table:

The Related Families window appears.


Relationship	Family	Inspection families
HAS FINDINGS HAS SUB-INSPECTION HAS SUB-INSPECTION	GENERAL FINDING BUNDLE SUB-INSPECTION PRESSURE TEST SUB-INSPECTION	API 510 External Checklist API 510 Internal Checklist API 510 Internal Exchanger Checklist API 570 External Checklist API 653 External Checklist API 653 Internal Checklist Checklist Inspection Template External PRD Checklist ILI Checklist PRD Pop Test Checklist Third Party Damage Checklist

Select the check boxes corresponding to Relationship and Family as mentioned in the above table.
In the upper-right corner of the workspace, select .
A message appears, confirming that you want to delete the family preferences.
Select Yes.
The selected family preferences are deleted.
For each Inspection family that has General Finding as an available related family, deselect the Link and Unlink check boxes.
Select Done.
One or more related families are modified.
For each Inspection family that has Asset Corrosion Analysis as an available related family, deselect the Delete check box.
Select Done.
One or more related families are modified.
In the upper-right corner of the workspace, select .
The Related Family preferences are modified.