Importing Custom Service Requests, Inspections, etc.

Many times, our clients will have custom inspection data for assets and will want to bring that information into InfoMaster.  Because InfoMaster is extremely flexible with both GIS and tabular data, there are lots of ways of doing this, but the technique below is one suggested method.  The following steps describe how custom inspection data can be brought into InfoMaster through the Work Manager tool.

1. First, convert your survey data to an attribute table and import this attribute table into your InfoMaster project database.  Below is my example:

Note that the four boxed fields are especially important.  You need a unique ID field for each unique inspection/survey, the Type field to describe each type of inspection/survey, the FacilityID field to tie the survey to the asset, and the Facility Type field to tie it to the specific facility type in InfoMaster.  It’s especially helpful if you name the fields the exact same way I have shown here (‘ID’, ‘FacilityID’, etc.).  All the fields must be string or text fields.

2. Now go to the InfoMaster Type Manager  in the Work Manager and create a new type for these Inspections/Work Order.  Make the Type equal to the values populated in the Type field (in my case ‘CustomManhole’).  Then in the Custom Table tab, specify the attribute table you imported in the first step.  Notice that InfoMaster allows for three custom tables for each Type.  That means you could import up to three different tables of custom survey/work order information per Type.  That’s a lot of flexibility!

Be sure to click Save and exit the Type Manager when complete

3. Now we will import the Inspections.  Go to the Inspection tab in the Work Manager and click Import .  Click Next to specify tables.  For both system tables, import our custom attribute table.  All the System and Client fields on the left should map automatically if we have the correct names for ID, FacilityType, Type, etc.  If they don’t map automatically, you can manually map the fields using the dropdown arrows.

After importing, you should see these new records in your Inspections tab.

4. If you double-click on one, you will see that you have an additional tab in your Work Explorer.  You should also see the custom data linked below.

Your custom surveys, inspections, work orders, etc. can now be leveraged as a consequence or likelihood of failure, applied to the rehab flowchart, or even in a statistical failure analysis!

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