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Setting up Inspection Document Types and Classes

Inspectors can attach one or more inspection documents to an indicator checksheet. The documents typically include links to files or generated reports, as well as information about the checksheet source, asset, system asset, and subsystem asset.
Support for inspection documents is a feature of the checksheet type. Checksheets for which inspection documents are supported or mandatory display the Inspection Documents view, where you can add, view, and open documents and generate reports. For example:
In this example, the inspection document was copied when the checksheet was created from a standard task. When the inspector finished entering indicator readings, she clicked the Inspection Documents view, selected the document and clicked Generate Report File. The generation process stored the report file in the location specified in the inspection document (typically copied from the document type).
The Inspection Documents Status is now “Complete” because file paths have been provided for all mandatory inspection documents.
Double-clicking the document in the table opens the Asset Inspection Document dialog, where the inspector can open the linked file and review information.
Setting up APM to support inspection documents involves the following tasks:
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Create or edit one or more checksheet types to support inspection documents. See Setting up Checksheet Types
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Create or edit one or more checksheet statuses to support inspection documents. See Setting up Checksheet Statuses
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For the site, select the default status to be assigned when the mandatory inspection documents have been completed for a checksheet. See Setting up Checksheet Statuses
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Create inspection document types and classes in checksheet settings, as explained in this topic
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In standard task templates, select a checksheet type that supports inspection documents and add inspection documents. Active inspection documents will be copied to checksheets when they are generated from tasks (standard tasks or work order tasks) that reference the task templates. See Creating a Task Template
Document classes provide information that is used when inspection documents are sent to an external document management system using AssetWise Enterprise Interoperability. Optionally, classes are assigned to inspection document types.

To Set up Document Classes

1.
From the Site window, select the Inspection Management view, the Settings tab, and then the Checksheets tab. Select the Checksheet Settings node in the tree.
Tip: You can also click the Administration menu, Inspection Management Settings, and then Checksheet Settings. The Checksheet Settings window appears.
2.
Select the Inspection Documents tab and then the Document Classes tab.
Tip: You can mark document classes as inactive during development and mark them as active when they are ready to be used.
3.
Click New. The Inspection Document Class Properties dialog appears:
4.
Provide values for the document class properties.
5.
Click OK. The document class is added to the list.

To Set up Document Types

1.
From the Site window, select the Inspection Management view, the Settings tab, and then the Checksheets tab. Select the Checksheet Settings node in the tree.
Tip: You can also click the Administration menu, Inspection Management Settings, and then Checksheet Settings. The Checksheet Settings window appears.
2.
Select the Inspection Documents tab and then the Document Types tab.
Tip: You can mark document types as inactive during development and mark them as active when they are ready to be used.
3.
Click New. The Inspection Document Type dialog appears:
4.
Provide identification for the type:
Setting Name
Description
Document type
Descriptive name for the document type.
Document class
Descriptive name for the document class. The class provides information that is used when the inspection document is sent to an external document management system using AssetWise Enterprise Interoperability.
Site
The document type is available for use at the specified site. If a site is not selected, the document type is available at all sites.
5.
Set the file details:
Setting Name
Description
File source
The options are:
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Manual – When adding an inspection document to a checksheet, the inspector can add a path to an external file.
•
Report – When adding an inspection document to a checksheet, the inspector can generate an APM report, such as a checksheet report.
File folder
Identifies the location where inspection documents are stored.
Checksheet report
Report to be generated and attached to the inspection document.
Message for file name
File name to be assigned to the report when it is generated.
Document is mandatory on checksheets
When this option is selected and the inspection document is copied to a checksheet that was generated from a standard task based on a template that specifies document types, the inspection document is shown as mandatory on the checksheet.
In that case, when the file locations of all of the mandatory inspection documents are populated, the Inspection Documents Status is set to “Complete” on the checksheet. This, in turn, can trigger a change in checksheet status, based on the site’s default checksheet status settings.
System assets are supported
When this option is selected, inspection documents of this type display system and subsystem assets in the checksheet asset’s hierarchy.
6.
Select the Description tab to add more information.
7.
Click OK. The document type is added to the list.