Content Comparison

Sheet 1: Location

This sheet specifies where the Asset is physically located.

Header

Data entry

Data type

Description

Data Example

External Id

Mandatory

Unique whole number

A number that uniquely identifies each row.

101

Name

Mandatory

Text

Name of the Location

Area 1

Tag

Optional

Text

Tag of the location

332.BCSS1.150

GPS coordinates

Optional

GPS point

GPS coordinates of the location

51.5104742, -0.112643564

<Property name>

Optional

Text

Any number of user-defined properties can be added to the Location sheet. Avoid using special characters in the header, round or square brackets, etc.

Location properties grouping

For grouping of user-defined properties, the headers should have the following syntax:

<Property group.Property name>

Panel
panelIconId atlassian-note panelIcon :note: bgColor #F4F5F7
Example Three properties Street, House number, and Postal code shall be added to the same property group called Address. Add the following header values to the spreadsheet: Address.Street Address.House number Address.Postal code

Sheet 2: LocationAttachment

This sheet specifies the Attachments that shall be added to the Locations. This sheet could be left empty if none of the attachments has to be added to Location. It is possible to add documents and pictures as attachments to Location. For more details how attachments are used in Azenzus Inspection Manager see here.

Header

Data entry

Data type

Description

Data Example

External Id

Mandatory

Whole number

Identifies the External Id of the Location where attachment has to be added (see above Sheet 1: Location>External Id). In case if several attachments has to be added to the same Location, this number has to repeat for every row

1

2

Path to attachment

Mandatory

Formula

HYPERLINK formula that references path to teh file relative to the location of the spreadsheet

=HYPERLINK("attachment/819.photo.jpg";"819.photo.jpg")

=HYPERLINK("attachment/safety_manual.pdf";"manual.pdf")

Attachment type

Mandatory

Text

Defines the type of the attachment that has to be added. The allowed values are:

• PHOTO

• DOCUMENT

• DRAWING

• THERMAL

PHOTO

DOCUMENT

Comment

Optional

Text

Comment that has to be shown next to attachment

Picture of the area

Safety manual

Attachment upload recommendations

In order to upload attachments they has to be placed in the subfolder next to the original spreadsheet file and referenced by the relative path. Before upload, spreadsheet file and subfolder with attachments has to be zipped in one file and sent to upload as a ZIP file.

Panel
panelIconId atlassian-note panelIcon :note: bgColor #F4F5F7
Example of upload sheet for Location attachments Note that lines 2 and 3 will make sure that Location with External Id 1 will have two attachments - Area overview photo and Safety manual document

Sheet 3: Asset

Anchor
Sheet-3-Asset Sheet-3-Asset

This sheet specifies the Asset data to be inspected and defines checklist items set that has ot be used for inspection.

Header

Data entry

Data type

Description

Data Example

External Id

Mandatory

Unique whole number

A number that uniquely identifies each row.

1

2

Location External Id

Mandatory

Whole number

Identifies the External Id of the Location where Asset is placed (see above Sheet 1: Location>External Id).

101

102

Types

Mandatory

Text

Defines the set of Checklist Items (see Sheet 5: Checklist). This can be used to build complex checksheets.

Pump

Pump:Centrifugal

Pump:Centrifugal;System:WaterTreatment

Inspection type

Mandatory

Text

A value that describes how the Asset shall be inspected (see Sheet 5: Checklist)

Daily

Daily,Monthly

Name

Mandatory

Text

Name of the Asset.

Pump skid

Tag

Optional

Text

Tag of asset

GPS coordinates

Optional

GPS Coordinates

GPS coordinates of the Asset

51.5104742, -0.112643564

<Property name>

Optional

Text

Any number of user-defined properties can be added to the Asset sheet. Avoid using special characters in the header, round or square brackets, etc

Each property will require a new column in the check sheet.

C2351200

Asset properties grouping

For grouping of user-defined properties, the headers should have the following syntax:

<Property group.Property name>

Asset property values

Since in the Asset sheet we can have asset of different types and with different set of properties, the special value <N/A> is used to signal that property shall not be added to given asset record line.

Panel
panelIconId atlassian-note panelIcon :note: bgColor #F4F5F7
Example Inspection import file has to contain assets of types Pump station cabinet and Controller. The Pump station cabinet assets has to have following properties: Name GPS coordinates Identification.TAG The Controller assets has to have following properties: Name GPS coordinates Product.Manufacturer Product.Model Product.Name Identification.TAG The sheet assets will then have the following records to upload inspection with Pump station cabinet and Controller assets (corresponding Asset type is set in column C (Types) and default inspection type is set in column D.

Sheet 4: AssetAttachment

This sheet specifies the Attachments that shall be added to the Assets. This sheet could be left empty if none of the attachments has to be added to Asset. It is possible to add documents and pictures as attachments to Asset. For more details how attachments are used in Azenzus Inspection Manager see here.

Header

Data entry

Data type

Description

Data Example

External Id

Mandatory

Whole number

Identifies the External Id of the Asset to which attachment has to be added (see above Sheet 3: Asset>External Id). In case if several attachments has to be added to the same Asset, this number has to repeat for every row

1

2

Path to attachment

Mandatory

Formula

HYPERLINK formula that references path to the file relative to the location of the spreadsheet

=HYPERLINK("attachment/819.photo.jpg";"819.photo.jpg")

=HYPERLINK("attachment/safety_manual.pdf";"manual.pdf")

Attachment type

Mandatory

Text

Defines the type of the attachment that has to be added. The allowed values are:

• PHOTO

• DOCUMENT

• DRAWING

• THERMAL

PHOTO

DOCUMENT

Comment

Optional

Text

Comment that has to be shown next to attachment

Picture of the area

Safety manual

Attachment upload recommendations

In order to upload attachments they has to be placed in the subfolder next to the original spreadsheet file and referenced by the relative path. Before upload, spreadsheet file and subfolder with attachments has to be zipped in one file and sent to upload as a ZIP file.

Panel
panelIconId atlassian-note panelIcon :note: bgColor #F4F5F7
Example of upload sheet for Asset attachments Note that lines 2 to 4 will upload 3 photos to the same Asset with External Id = 1

Sheet 5: Checklist

Anchor
Sheet-5-Checklist Sheet-5-Checklist

This sheet defines list of Checklist Items that has to be answered for particular type of the Asset. As mentioned earlier, for the each Asset defined in the Sheet 3: Asset, when providing the Asset’s property Types it will link the Asset with the Checklist and Checklist Items defined in this sheet. For further flexibility of the Checklists, beside of Types it is also possible to specify the Inspection types for the Checklist in order to define what set of questions shall be asked during different types of inspection. See example below for the further explanation how does Types and Inspection types can be used define which Checklist Items shall be used during inspection.

Header

Data entry

Data type

Description

Data Example

Group

Mandatory

Text

When there are numerous Checklist Items, grouping them provides a better overview. Thus, having a check sheet with similar Checklist Items grouped together is a huge advantage.

External inspection

Checklist Item Id

Mandatory

Unique whole number

A number that uniquely identifies each row.

1

Checklist Item

Mandatory

Text

Definition of the Checklist Item question or statement.

Electrical insulation is clean and dry.

<Types>

Mandatory

Text

For each Type defined in the Sheet 3: Asset column, create a column with corresponding header.

The Types are used to assign which exact Checklist Items should be performed on which Asset during inspection

Visual.Detailed

Types

Panel
panelIconId atlassian-note panelIcon :note: bgColor #F4F5F7
Example - Map a Checklist Item to an Asset. We need to inspect pump stations where we want to inspect condition of the Pump station cabinet and PLC Controller. For the list of assets that has to be inspected and listed in the Sheet 3: Asset we used two (2) asset types as defined in the column C ( Types): Cabinet and Controller. We also plan to have two types of inspections that will be executed across the sites - Daily inspection and Monthly inspection. On the Daily inspection we plan to perform very few checks and on Monthly inspection perform full-blown visual inspection of the installation site. The default inspection type is defined in the Sheet 3: Asset column D ( Inspection type ) On the Checklist sheet we have to create the following headers: Group, Checklist Item Id, Checklist Item and two additional columns for each asset type in order to mark what Checklist Item questions has to be asked for each asset type, so we create columns Cabinet and Controller (the names shall be the same as defined in Sheet 3: Asset>Types ) For the each CheckList Item we can define if it is relevant for the particular asset Type by providing the value of the Inspection typewhere this Checklist Item has to be presented to inspector. If the Checklist Item is related to several types of inspection, we separate them by commas (Daily,Monthly). For instance on the screen below we define that: Checklist Item with Id 151 (Flow meter condition) is relevant only for Assets of type Cabinet and only during Monthly inspections Checklist Item with Id 147 (Cabinet condition) shall be shown only for Asset of type Cabinet, but will be shown for both, Daily and Monthly inspections Checklist Item with Id 148 (Power equipment condition) shall be shown while inspecting any Cabinet or Controller, but only during Monthly inspections When actual inspection will be performed, the inspection checklist for Daily inspection of the assets of type Cabinet will have following Checklist Items: General Overall condition Cabinet condition The inspection checklist for Daily inspection of the assets of type Controller will have only one Checklist Item: PLC Check Perform system self-test and diagnosis The inspection checklist for Monthly inspection of the assets of type Cabinet will have the following Checklist Items: General Overall condition Cabinet condition Power equipment condition Components PLC condition I/O condition Flow meter condition Level gauge condition Converter condition Modem condition The inspection checklist for Monthly inspection of the assets of type Controller will have the following Checklist Items: General Overall condition Power equipment condition PLC Check All wiring and connections have proper termination Perform system self-test and diagnosis Test Residual Current Device ( RCD) or other safety systems installed

Sheet 6: ChecklistDetails

In this sheet we define additional (often optional) detailed information for each CheckList Items. This sheet has to have a line for each line in Sheet 5: Checklist

Header

Data entry

Data type

Description

Data Example

Checklist Item Id

Mandatory

Unique whole number

A reference to the Sheet 5: Checklist>Checklist Item Id.

1

Checklist Item

Mandatory

Text

Definition of the Checklist Item question or statement. This is the same as the Sheet 5: Checklist>Checklist Item and is used only to improve readability of the sheet for QA purposes

Electrical insulation is clean and dry.

Comments

Optional

Text

A list of predefined comments that the inspector might use to record his observations. Different observations can be added here separated by semicolon.

clean;dirty;wet;dry

Optional

Text

A list of predefined severities separated by semicolon.

low;medium;high

Optional

Text

A list of predefined disciplines separated by semicolon.

cleaned;replaced

Documentation Caption

Optional

Object

HTML-formatted text can be inserted into the cell and used as provide additional documentation ot the inspector that might help him to properly judge the status or reminds him about important procedures, acceptable limits, etc. The text must not contain more than 5.000 characters.

If the field is empty, the field will not appear in the Inspector App.

See DWG No.1234

Sheet 7: ChecklistStatus

Anchor
Sheet-7-ChecklistStatus Sheet-7-ChecklistStatus

This sheet defines possible statuses (answers) for the checklist item. It is possible to define additional actions and fields that has to be presented to user based on the status selected in the checklist.

Header

Data entry

Data type

Description

Data Example

Checklist Item Id

Mandatory

Unique whole number

A reference to the Sheet 5: Checklist>Checklist Item Id.

1

Checklist Item

Mandatory

Text

Definition of the Checklist Item question or statement.

Electrical insulation is clean and dry.

Status

Mandatory

Text

One Checklist Item can have several user-defined statuses. This field provides status descriptions that will be present to user when filling the checklist. For each status, a new row with Checklist Item Id and Checklist Item fields shall be added.

Not inspected

Passed

Failed

Not Applicable

Status Type

Mandatory

Text

Specifies status type used by system in order to perform checklist progress calculation and to signal if the checklist item response is positive or negative. List of the allowed values is shown below.

DEFAULT

PASSED

FAILED

Ask for Details

Optional

Boolean

If the value is true, then the Mobile App will load the Comments screen where the user can type comments or select predefined ones from the list Sheet 6: ChecklistDetails>Comments.

true

false

Show Severity

Optional

Boolean

If the value is true then on the Comments screen in the Mobile App a field Severity will be shown. The inspector can enter the severity or select predefined ones from the list Sheet 6: Checklist Details>Severity

true

false

Show Correction Action

Optional

Boolean

If the value is true then on the Comments screen in the Mobile App a field Corrective action will be shown. The inspector can enter the suggested corrective actions (as defined in Sheet 6: Checklist Details>Corrective Action ) or select from recently provided corrective actions.

true

false