About the Inspection Management (IM) Data Loaders General Loading Strategy

Prerequisites

For Oracle databases, valid cell values are case-sensitive.
The data loader workbook contains sample data in each column. It is only for your reference. You must remove this data before using the data loader workbook.

Best Practices

When importing data using the Inspection Management (IM) Data Loaders, you must use the following best practices:

ID fields (the second row on each worksheet) must not include special characters or spaces.
Columns (including columns representing custom fields) on the worksheets should be formatted as Text.
When loading archived Inspections, you do not need to set values for the Inspection Report Owner and Reviewer’s Name cells. These fields will be set automatically to the name of the user who loads the data.
The supported date formats, time zone, and units of measure will be based on the user's settings.
When creating ID numbers for loading inspection data, choose unique values.
The value in the Inspection Reference field must be unique.

Load Sequence

The Inspection Management data load is performed in a specific sequence in order to create all necessary relationships between records:

The first step of the load sequence differs based on whether you are using the Inspection Management (IM) Assets Data Loader or the Inspection Management (IM) Functional Location Data Loader.

If using the Inspection Management (IM) Assets Data Loader, the Assets worksheet is processed. An existing asset will be looked up based on values in the Equipment ID (MI_EQUIP000_EQUIP_ID_C), CMMS System (MI_EQUIP000_SAP_SYSTEM_C), and, if provided, Equipment Technical Number (MI_EQUIP000_EQUIP_TECH_NBR_C) cells.

If using the Inspection Management (IM) Functional Location Data Loader, the Functional_Location worksheet is processed. An existing Functional Location will be looked up based on values in the Functional Location ID (MI_FNCLOC00_FNC_LOC_C) and CMMS System (MI_FNCLOC00_SAP_SYSTEM_C) cells.

If an Asset or Functional Location specified on the respective worksheets does not exist, it will be skipped, along with all entries in the subsequent worksheets corresponding to that Asset or Functional Location.
The Inspection_Profile worksheet is processed. For each row based on the cells specified in step 1, an Inspection Profile is looked up. If the Asset or Functional Location does not have a corresponding Inspection Profile, a new record will be created and linked.
The Inspection_Method worksheet is processed. The assets or Functional Locations from step 1 and the Inspection Profiles from step 2 are considered, in addition to the following columns on the worksheet: Item Category (MI_PROFINSP_ITEM_CAT_C), Item ID (MI_PROFINSP_ITEM_ID_C), Method Category (MI_INSPMETH_ITEM_CAT_C), Method ID (MI_INSPMETH_ITEM_ID_C), and (only for assets) RBI Degradation Mechanism (MI_INSPMETH_DAMAGE_MECH_C).
If a corresponding Inspection Method is not found, a new Inspection Method record will be created. Otherwise, the record will be updated The Inspection_Task worksheet is processed. The assets or Functional Locations from step 1 are considered as well as the following columns on the worksheet: Task ID (MI_TASK_ID), Reoccurring (MI_TASK_REOCC_FLG), and Override Interval (MI_TASK_OVERRIDE_INTER_F).

If the Reoccurring cell is set to True, the Next Date cell cannot be specified because the task is reoccurring. As a result, the Next Date value will be automatically calculated.

If the Override Interval cell is set to False, the setting of the Desired Interval cell by the data loader will not occur. The Desired Interval will be retrieved from the Time-Based Inspection (TBI) Settings to create reoccurring tasks. If a corresponding TBI Setting is not found, the Desired Interval will be set to 0. Therefore, the Override Interval cell cannot be set to False because tasks that do not reoccur do not have TBI settings.

If the Override Interval cell is set to False, but the value in the Desired Interval cell is less than the value in the Minimum Interval cell, the Desired Interval will be set to the value of Minimum Interval.

If the Reoccurring cell of the task is set to False, the Last Date and the Desired Interval cells cannot be specified. For tasks that are not set to reoccur, the following cells will not be copied from the data loader spreadsheet and they will have the following default settings:
- The Last Date cell will be empty.
- The Desired Interval cell will be set to 0.
If logical cells (i.e. Override Interval, Reoccurring) do not have values, they will be set to True by default.
The Inspections worksheet is processed. For each row based on the cells specified in step 1, as well as the Inspection Reference (MI_EVENT_ID) column, an Inspection. If no corresponding Inspection record is found, then a new record is created. Otherwise, the record will be updated.

If the Inspection Document Status (MI_INSP_001_STATUS_INSP_C) cell is set to Approved and the Final Inspection Lock (MI_INSP_001_LOCK_FINAL_L) cell is set to True, the record will be considered an Archived Inspection. The Reviewer and Inspection Owner fields are automatically set to the user performing the data load.

If the Inspection Task Complete field has been added as a column to the worksheet, and if values have been provided, an error message will be added to the log, and data in the columns will be skipped.

If an existing Inspection is being updated via the data load, but the Inspection Lock field for the record is set to True, and:
- ...you are not the user designated in the Inspection Report Owner field, an error message will be added to the log and the Inspection will not be updated.
  
  -or-
- ...you are the user designated in the Inspection Report Owner field, but the data being loaded via the Excel workbook does not set the corresponding Inspection Lock cell to False, an error message will be added to the log and the Inspection will not be updated.
The General_Finding worksheet is processed. Based on the fields in steps 1 and 5, and the Inspection Profile and Method, a General Finding record will be looked up. If the record is not found, then a new record is created. Otherwise, the record will be updated.
The Inspection_Recommendation worksheet is processed. Based on the fields in steps 1 and 5, and the Recommendation ID (MI_REC_ID) column, an Inspection Recommendation is looked up. If a corresponding Inspection Recommendation is not found, then a new record is created. Otherwise, the record will be updated.

If the Inspection Recommendation record is associated with an Archived Inspection, then the Author Name and Reviewer Name fields for the Inspection Recommendation record will be set to the user performing the data load.
The Reference_Document worksheet is processed. Based on the field in step 5, and the Reference Document ID (CTIT_ID) column, a Reference Document is looked up. If a corresponding Reference Document is not found, then a new record is created. Otherwise, the record will be updated.
The Bundle_Sub_Inspection, the Pres_Test_Sub_Inspection, and the Inspection_Confidence Worksheets are processed. Based on the field in step 5, and the Inspection Reference (MI_EVENT_SUB_INSP_ID) column, the related inspection is looked up. If a corresponding related sub-inspection record is not found, a new record will be created.

Currently, the sub-inspection families that are supported by the Inspection Management (IM) Data Loaders are the Bundle Sub-Inspection and Pressure Test Sub-Inspection families.

For the Bundle Sub-Inspection family, there are several combinations of column values which you cannot load and the combination of these column values will result in an error:
- An error will be issued in the log if the value of the Action This Inspection column is set to NO ACTION and any of the following columns have a value:
  - Tubes Plugged During This Inspection
  - Tubes (Plugged At Start) Replaced
  - Tubes (Not Previously Plugged) Replaced
- An error will be issued in the log if the value in the Action This Inspection cell is set to TUBES PLUGGED, TOTAL RETUBE, or BUNDLE REPLACED and any of the following columns are set to:
  - Tubes (Plugged At Start) Replaced
  - Tubes (Not Previously Plugged) Replaced
    - The column header for the sub-inspection Reference value will be different for each sub-inspection family, but will be similar to <Sub-Inspection Family Name> Reference.
    - The value in the sub-inspection reference column will be stored in the Inspection Reference column of each created Sub-Inspection record. That column will be used for lookup when performing further loads.
    - The sub-inspection will be updated with the data given from the Inspection Management (IM) Data Loaders Template.
- Since a relationship definition does not exist between the Bundle Sub-Inspection family and the General Inspection family, an error will be issued.
  
  Note: If the relationship definition is added between the Bundle Sub-Inspection family and the General Inspection family, the Bundle Sub Inspection family will load.