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Steps to Create Assessments and Analysis in CIM

Wendy Aucoin
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Table of Contents

Creating the Assessment

Creating the Analysis. 

Create Digs.

Repair Export/Import 

Historical Repair Export/Import 

Threat Monitoring.

 

Creating the Assessment

  1. Navigate to Processes > Assessment Planning
  2. Click the +New button on the top right of the Assessments grid to start a new Assessment
    • Enter in required data:
      • System Name
      • Name (Must be a unique Assessment name)
      • Method: Hydro, InLine Inspection, or Direct Assessment
      • Category: Baseline, Integrity, or ReAssessment
      • Due Date
      • Begin Eng’r Station (optional)
      • End Engr’r Station (optional)
      • Select Tool Technology (required for InLine Inspections)
  3. Click the Save button
  4. Go to the Planning Tab and select the Planning/Execution radio buttonmceclip0.png
    • Enter in required data (Only Execution Dates are required to move forward, all others are optional in this section)
      • Execution Dates section
        • Start Date
        • End Date (Required before moving on to next steps)
    • Click save at the bottom right of the page (This is important to do at this point so that the execution tab is enabled)
  5. Go to the Execution tab to Accept/Reject the tool runsmceclip1.png
    • Select the Result Status in the Tool Technology Results
  6. Go to the Reports Tabmceclip2.png
    • Click the +New button on the top right of the Vendor Report grid to add a new Vendor Report
    • Enter Required data 
      • Type: Preliminary or Final
      • Tool Technology – Move the selected technologies into the Assigned box
      • Name – This is the name you will give to this report. The report will be referred to by this name in further areas of the system.
      • Receipt Date
      • Click Save to be returned to the Assessment Details Reports tab
  • In the Vendor Reports grid on the Reports tab, there should now be a new record for the report that you just added with options in the Action column to:
    • Delete Vendor Report – The report can be deleted in case there was a mistake made
    • Link Vendor Report – If your ILI report has already been ingested into CIM 2.0 previously, then you can link it to this assessment with this button by following these steps
      1. Click Link Report
      2. Choose the correct Assessment from the dropdown
      3. Click Save and Migrate
      4. Click Yes to confirm (This process could take up to 5 minutes depending on how large the data set is)
    • Upload Vendor Report – If you have not ingested your ILI file yet, you can upload it here. This will perform the alignment and data migration as well.

  • If you used either the Link Vendor Report or Upload Vendor Report option, you can view the status of the data migration under the Jobs menu button or in the Notification center  at the top right of the screen mceclip3.png

  • To search Job status:
    • Click the Jobs menu button on the top right of the main menu bar
    • You can filter this list to show only jobs Submitted by you and select Status All
      • In Progress – the job is still processing
      • Completed – Everything is complete and you should now be able to run Analysis on this data
      • Hung Job – there is a problem that needs to be looked into. You can forward inquiries about these issues to support@onebridgesolutions.com
      • Error – an expected error has occurred. In the Action column, you should see a new icon for “Validation Issues Report” which should clarify what errors need to be corrected on the file
  • Once the job is completed, go back to the Reports tab in the assessment > Assessment radio button and review the “Assessment Summary” report to see how ingestion classified the ILI featuresmceclip4.png
  • Quick Analysis Shortcut - After the file is loaded, you can use the Create a Default Analysis option to create an Analysis using the specific Vendor report that you just loaded (quick analysis which runs using pre-set defaults) Using this shortcut will cut several steps from the next section of this guide of creating the analysis
    • Return to the Reports tab within the assessment and click the Vendor radio buttonmceclip5.png
    • Click the “Create Default Analysis” button in the Action column of the Vendor Report grid for the record you want to usemceclip6.png
    • A new analysis will be created, and you will be navigated into the Edit screen to continue setting up your analysis.
    • Skip down to Step # 5 in the next section of the guide (Creating the Analysis) to verify Pipe properties before processing the analysis

 

Creating the Analysis

  1. Navigate to Processes > Integrity Compliance to Analyze the data for CFR 192 & 195 and company-specific conditions that you have loaded
  2. Click the +New button on the top right of the Analysis grid to start a new Analysis
  3. Enter Required Data:
    • System Name
    • Name
    • Analysis Type
    • Assessments – Choose the Assessment that you want analyzed. If the Data Migration Utility is still running, you will not see your new Assessment in this list until it is complete. You can view the status of the migration under the Jobs menu button.
    • Vendor Report – Select the checkbox of the Vendor report in the grid which you would like to use
  4. Go to the General Tab, select a Default Analysis: Liquid or Gas, and Click the Apply button to automatically select the Conditions and Analysis settings for this type of analysismceclip7.png
  5. Go to Pipe Properties tab
    • Enter data:
      • Pipe Properties Source – This is where you would like us to get your pipe property data from
      • Default Pipe Properties – These should be entered for the analysis to use in the case that we are unable to find complete pipe property data (Using conservative numbers is suggested)
        1. Nominal Wall Thickness
        2. Yield (SMYS)
        3. Diameter
        4. Nominal Diameter
        5. Seam Type
        6. Installation Date - Must use calendar icon to choose date. There is a known issue that prevents the user from being able to manually type in a date correctly.
        7. Maximum Operating Pressure: You can either enter a value or select the “Use Calculated MOP” box (not both)
        8. Consider as HCA
  1. Conditions tab will be pre-populated depending on the default that you selected earlier. If you would like to include additional or exclude any, you can by checking or unchecking conditions.  Conditions that are not yet completed will not be available for selection.
  2. Save the Analysis
  3. Go to the Post-Analysis Reports tab to be able to access the Growth Analysis and Pattern Detection reports if you would like to review the 3D Pipe Viewer before processing the analysis.
  4. Click “Process Analysis”
  5. From the Integrity Compliance search screen, on the Analysis grid you should see your new analysis. When the engine has finished running (status visible in jobs), you will see two new icons appear in the Action column for “Add Anomalies to Analysis”mceclip8.png  and “Assign Action”mceclip9.png
  6. Click the Add Anomalies to Analysis icon mceclip10.png – This screen will contain a grid showing all anomalies that were in the ILI for this analysis.  If any anomalies met set conditions, they will be marked as an “Assigned” anomaly. 
    • To see the “Selected” anomalies, click the Custom button at the top right of the grid and select the “Show Assigned Only” checkbox. Uncheck to go back to the normal view.
    • You have the option to add more anomalies from the Available Anomalies grid by clicking the Add Anomaly icon mceclip11.png for each anomaly needed or use the Assign Selected mceclip12.pngbutton to mass add several anomalies at once.  When completed, close window.
    • The Action for each anomaly can be edited in line within this grid
    • Once all edits are complete, Click the Close button
  7. Click the Assign Action icon now for your analysis
  8. The goal is to have all anomalies assigned to an action other than Unclassified by this point. If you haven’t already assigned an action to each anomaly in the previous steps, you can also do so from this screen.  Scroll through each anomaly and enter an Action (other than Unclassified) for as shown belowmceclip13.png

 

mceclip14.png

mceclip15.png

  1. Go to the Validation tab and click the Refresh button to clear any validations
  2. Once complete, click the “Submit for Approval” button
  3. If there are approvers setup, they will need to approve the request before the anomalies are available in Dig Management or Threat Monitoring.
    • You can see the status of this in Jobs by clicking the more info button and viewing the Workflow section.
  4. Once an analysis is approved, users can either create/manage digs for those anomalies or navigate to Threat Monitoring to add repair data to the anomalies. Those areas only display and use anomalies that have been included in an analysis

Create Digs

  1. Navigate to Processes > Dig Management - This screen allows users to search and view Digs previously created
  2. To create a new Dig you can choose to manually select anomalies for a Dig or use the Smart Dig feature to have the system automatically group anomalies into digs by distance
    • Manual Dig Steps
      1. Click the Manual Dig button from the Dig Management screen
      2. Select the System Name and Vendor Report Name that you would like to view anomalies for (Multiple Vendor Reports can be selected)
      3. Select the anomalies that you would like to group in the grid
      4. Click Save to create the dig
    • Smart Dig
      1. Click the Smart Dig button from the Dig Management screen
      2. Select the System Name and Vendor Report Name that you would like to view anomalies for (Multiple Vendor Reports can be selected)
      3. Choose the Distance between Anomalies – the Dig Estimate will show you how many Digs will be created if you decide to complete the action
      4. Once you are happy with the dig estimate, click the green Create button in the Dig Estimate bar to create the digs.
    • Once saved, you will be navigated back to the Dig Management screen
      1. To find your recently added dig, you can search by the system name
    • From the Digs grid, you will be able to View Dig, Edit Dig Details, Delete Digs, Export Repair Templates, and Run Reports

Repair Export/Import

  1. Navigate to Processes > Dig Management
  2. Apply filters and Search for the Dig that you want to load Repair Data for
  3. Click the checkboxes for one or more Digs that you want to Export Data for and click the Export Repair Data buttonmceclip16.png
  4. Navigate to Reports from the main menu bar > Repair Data Export
  5. Once the report is ready, it will appear in the Notification center at the top right of the screen.
  6. To retrieve the file from your notifications, please see screenshot belowmceclip17.png
  7. Fill in required columns as well as any others that you would like to load and save the file.
  8. Navigate to Processes > Upload Data
  9. Select Repair Template from the Template drop-down.
  10. Enter a Job Name.
  11. Select Browse, find the file to be loaded, and click Open
  12. Click Upload
  13. The progress of the job is visible in the Jobs screen and also in the Notification center
  14. Once complete, the changes are visible on the Threat Monitoring Edit screens as well as accessible from within a Dig record when viewing details on the individual Dig Features.

Historical Repair Export/Import

  1. Navigate to Processes > Upload Data
  2. Select Historical Repair Template from the Template drop-down.
  3. Click the Download button to download a blank template to use for uploading Historical Repair Data
  4. Fill in required columns (valid Odometer and Run ID that exists) as well as any others that you would like to load and save the file.
  5. From the Upload Data Screen, select Historical Repair Template from the Template drop-down.
  6. Enter a Job Name.
  7. Select Browse, find the file to be loaded, and click Open
  8. Click Upload
  9. The progress of the job is visible in the Jobs screen and in the Notification center
  10. Once complete, the changes are visible on the Threat Monitoring Edit screens as well as accessible from within a Dig record when viewing details on the individual Dig Features.

Threat Monitoring

  1. Navigate to Processes > Threat Monitoring
  2. This screen will let you search and view anomalies that have been included in an analysis. As repair data is loaded with the Repair Export/Import template or Historical Repair Export/Import, these records will be populated, and you will be able to edit the data here.
  3. In Threat Monitoring, click the Edit icon in the action column of the Anomalies grid to see anomaly details/repair data and edit if needed.
  4. When work is complete, log out from the app by using the down arrow on the top right of the screen next to your name.

 

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