InfoAsset Planner Help Documentation infoassetplanner

The Inspection tab is designed to contain records such as pipe field inspections, smoke tests, manhole surveys, dye tests, GPS surveys, etc. 

Inspections must be tied to a single unique facility; InfoAsset Planner assumes that inspectors know which facility they are inspecting and it is identified in the inspection.   Like work orders, inspections are stored within an attribute table. Unlike work orders, each inspection may only be tied to a single facility, whereas a single work order may be tied to multiple facilities. 

Multiple radio buttons are available in this tab.  The Starred radio button queries all inspections identified as starred.  The My radio button can be used to view only inspections which have been assigned to the currently logged in profile.  The current profile is set when users login using their system database credentials.  Inspections may be assigned to different users from the active system database.  The Unit radio button queries for all inspections which are not assigned to a project; 'standalone' inspections.

The toolbar at the top of the inspections list list is very similar to the Work Order tab toolbar.  It is shown below and explained from left to right.

Refresh - Refreshes the list.  Remember to do this whenever the list appears empty or you make a change.

Create - You can create new, independent inspections with this option.

Delete - Deletes the selected inspection(s) entirely.

Show Explorer - Opens the Work Explorer for the selected inspections(s).

Zoom To - Zooms to the selected inspections(s).

Import/Export - Opens up a three panel import or export interface so users can bring in or push out Work Manager data.  These interfaces are very similar to other windows in InfoAsset Planner (Import Facility Data, Survey Import, etc.) except that they relate specifically to the Work Manager tables.  Users can also add and associate their own custom inspection tables.  For more information on how to import, see Import Using the Work Manager.  For more information on how to create custom work item tables, login to the Knowledge Base and User Forum.

Type Manager - In this window, you have many customizable options.  See the screenshot below and the following numbered list for reference.

  1. You can specify the different types of inspections they will be adding to the InfoAsset Planner project database.  Type Codes and their descriptions can be added and subtracted with the buttons at the top.

  2. You may associate customized tables from within their project database to certain inspection types.  You can associate up to three separate customized tables for each type.  The only requirement is that their must be at least one field with unique ID to differentiate inspections.

  3. The Type Manager interface is also where you may make changes to the printable form describing your inspection type.  When you customize this form, you enter into the InfoAsset Planner Report Designer interface.  For additional help with this interface, since it can be complicated, see the Advanced Reports page and download the user guide.

  4. The last option in the Type Manager is specifying the facility type and the resources for association.  In the example below, the 'CCTVSurvey' code has been tied to the gravity main facility type.  It cannot be associated with any other facility type.  In addition, employee 'John Doe' is able to be associated to this Type Code so that any time a new inspection of this type is created, 'John Doe' will automatically be added as an employee associate to it.

Resource Manager - This same option is available in the Work Order tab.  With this option you may import or create new resources to be associated with each inspection.  Resources are divided into three types: Employees, Equipment, and Materials.  With these options, you can have the available information to know not only the details of a particular inspection, but also who, what, and with what materials is that inspection going to be completed with.

You may only customize the resource tables (IMIC_WMEmployee, IMIC_WMMaterial, IMIC_WMEquipment within the project database) by opening up the attribute tables and adding/changing fields through ArcGIS processes.

Field Settings - By default, InfoAsset Planner sets only certain fields to be visible within each work item tab.  You can easily alter this and even add custom fields if the table with the desired field has been associated via the Type Manager.

Active/Archived drop-down - Use to toggle in between the Active list of inspections and the Archived list.

Inspection - Drop-down Options

In addition to the toolbar, options are available to you if they right-click any inspection(s).  These right-click options shown are described below.  Among the work item tabs, these options are very similar.

Show Explorer - Opens up the Work Explorer window so you can view all the attributes of the work item and make edits.

Work Collection Form - Opens the Work Collection form for the selected work item.  These forms allow you to add information to a work item without having to enter the Work Explorer.  Work Collection forms can be edited through the Work Management System, WMS toolbar add on.

Zoom To - Zooms to the selected inspection.

Clear Selection - Un-highlights any inspections in the tab and on the map display.

Archive/UnArchive - These options can be used to send inspections to either the active or archived status.  Active inspections may be considered inspections to be done, while archived inspection can be considered historical or retired inspections.  However users wish to delineate the two categories is acceptable; InfoAsset Planner is simply giving the user options.

Create - Opens up a wizard for creating new inspections.  The newly created inspection will be related to the inspection which was selected by the right-click.  For example if 'Inspection1' was selected when a new inspection was created with this method, 'Inspection1' would be a related item to this new inspection.

Related Items - Opens up a window to display any related work items.

Add To/Remove From Catch Bin - You may see one of these two options depending on whether the Catch Bin tab is selected or not.

Add To/Remove From Starred List - Similar to the Archive/UnArchive options, this is another method you can apply to organize your Work Manger data.  Starred inspections may be easily queried and viewed using the radio button at the top of many of the available tabs.

Assign To/Remove From Project - Inspections and work orders may be bundled together in the form of Projects.  Projects and their associated work items can be viewed in the Projects tab.  Bundling work items into projects is a great way to convert pipe-by-pipe analysis to larger, more feasible project areas.  In addition, single work orders may be used assigned to multiple facilities.  For more information of bundling rehab and work items, see the the Knowledge Base and User Forum.

Action - You may assign different actions to each inspection.  Initially, all newly created or imported inspections will be marked as 'New' in the Status field.  You have to use the Action option to Dispatch the work item to switch the Status field to 'Active'.  Once a work item is 'Active', it can be 'Put on Hold', 'Completed', or 'Cancelled'. Work items' status cannot be adjusted before dispatching the item and making it 'Active', however.

Print Form - Opens up the InfoAsset Planner print preview for the form template which matches the Type Code.  The selected inspection can be printed with their associated information.

Delete - Permanently deletes the inspection.

Copy to Clipboard - Copies the visible fields and allows the user to paste them into a software like Excel.

Export to CMMS - Allows you to directly export to their CMMS software.  Depending on the direct connection you have set up, users might see CityWorks, Lucity, etc. as options.

Publish to Workforce - Only for users using the SFWM toolbar add-on.  This option allows you to push work items from the project database to ArcGIS Workforce.  Refer to Basic - Smart FieldWork Manager, SFM for more information.

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