#Guide To Creation of Inspection Reports in Meridium
Uploaded by
Tommy#Guide To Creation of Inspection Reports in Meridium
Uploaded by
TommyGuide to Creation of Inspection Reports in Meridium/APM
Step 1: Log into Meridium - http://dvep.cfidv.cfiorg.net/meridium/
o Use the same log in credentials as computer login information.
Step 2: Click on the Integrity (+) tab on the left toolbar. Proceed to click on Inspection
Management.
Step 3: Click on the filter icon shown by Inspection Management Overview.
o You will then filter by CFI/Plant/Equipment or circuit ID.
o Make sure to click on the second option.
Step 4: Create the Inspection Report.
o Click on the + on the far right to create an inspection report – Create Inspection.
o Select the Inspection Event/Checklist and Inspection Tasks that apply. Click Create.
*Tip: When creating an inspection report, make sure to select the correct inspection event and inspection tasks that
apply. This information will come from the temporary inspectors during the Turnaround. They will save the report
as a Word document & you will transfer the information from that file to Meridium.
Step 5: Copy all information from the word template supplied to you by Eric and the temporary
inspectors into Meridium. This includes:
o Inspection Summary
o Reviewers Name
o Final Approver Name
o Checklist Findings (ALL have to be filled out – nothing should be left blank)
Please note that the checklists are not in the same order in Meridium as they are
on the Word document – we are currently working to resolve this issue.
o Inspection Status (should be changed to PENDING approval once report is completed)
o Reference Documents should be added if necessary.
*Tip: Every time you change/add something in Meridium, press save on the right hand side. It will become your
best friend. Trust me.
Step 6: Editing Reference Document for Importing:
o There should be the following information to combine as a reference document to add
into Meridium: (ALL of these documents need to be converted to PDF then combined in
the following order:)
o P&IDs
o GA Dwgs
o Any UT/PT reports done during the Turnaround
o U1As, U2s, etc.
o Inspection Picture Template
*Please note: there are instances when all of this information will not be in the folder – Sometimes there
aren’t any extra reports needed (UT/PT/MTs, etc), no Gas found, and even no P&IDs found – This is typically
only for Medium criticality equipment.
o Reference document should be named INSP-XXXX_Inspection_Report_Reference_Doc
Step 6: Add Reference Document to SharePoint/Drop-off Library:
o Follow this link: http://dv-intranet.cfidv.cfiorg.net/documentcenter/eng/DropOffLibrary/Forms/AllItems.aspx
o From here, you should be able to drag and drop your reference document
o Once the document has been uploaded, click on the 3 horizontal dots to edit the
properties:
o The edits should mimic the below image. Make sure that the Operating Unit,
Equipment, Equipment ID, Inspection Report ID, & Inspection Year are correct.
o When the edits are complete, press Submit and it will bring you to the final
location. Copy the shortcut on the screen.
Step 7: Add Reference Document to Meridium:
o On the Inspection Data tab/Inspection Details/ there is a symbol to the right.
Click on it and and select 0 Reference documents
o Click on the + button to add a document. Please make sure when editing the
fields, the ID and Description look like this:
o Add in the copied shortcut from SharePoint to the Document Path field.
o Make sure to SAVE before closing.
Step 8: Go back to the Inspection Data/Inspection Details Checklist page & change the
Inspection Status from Draft to PENDING APPROVAL and press Save.
o This will notify Eric that the inspection report is ready for review in his inbox.
