txdot inspecttech training presentation - bentley communities · txdot inspecttech training...

1 | WWW.BENTLEY.COM | © 2016 Bentley Systems, Incorporated © 2016 Bentley Systems, Incorporated© 2016 Bentley Systems, Incorporated

TxDOT InspectTech Training Presentation

Presented by Bentley Systems

2 | WWW.BENTLEY.COM | © 2016 Bentley Systems, Incorporated

Hello – Introductions

• Who’s presenting?

• What is Bentley Systems?– No. 1 Transportation Design Firm that designs and sells infrastructure

software.

– Over 40 US DoT’s and hundreds of agencies use Bentley flagship products such as MicroStation, Bentley Civil and LEAP.

– Bentley is involved in projects that span the globe and is a recent partner with Microsoft to advance data environments for Bentley’s infrastructure projects and assets. Think cloud computing.

– Bentley hosts “The Year In Infrastructure Conference” which “is globally recognized as the leading forum for identifying trends, sharing ideas, and adopting technologies to address the current priorities and opportunities impacting the infrastructure industry”.

– InspectTech is on of Bentley’s Asset Reliability Software offerings


InspectTech.. Why am I here?

• What drove the choice to InspectTech?

– Federal regulations under the Moving Ahead in Progress in the 21st Century (MAP-21) law requires TxDOT to enhance its bridge inspection process. MAP-21 requires TxDOT to use new National Bridge Elements (NBE) for data collection on all bridge inspections, and produce reports based upon new requirements for bridge performance management.

– InspectTech is also highly configurable. After the initial implementation is completed, TxDOT Central and District personnel will have the flexibility to grow parts of InspectTech without requiring additional Bentley support.

– Additionally, InspectTech will be the engine that populates AASHTOWare Bridge Management System (BrM), which will give Bridge Division deeper asset management functionality. BrM was previously known as “Pontis” which Pontex used as an application base.

• Why are you here? What are we doing here?


Before we begin

• The site we are training on:

– Was tested against heavily, meaning odd occurrences that we will not see in production.

– Is not fully configured for the sake of time and to hasten your movement as you follow along.

– Is in flux due to background work. We will encounter some issues that I will avoid spending too much time on except to say “this is not something you will encounter”.

• Questions are welcome, sometimes answers will be triaged.

• Please refrain from getting too far ahead.

• You may encounter differences then those around you. Don’t be alarmed.


Using a Website over Using a Hard Application• As Pontex users, some of this will be very familiar to you.

• Sometimes using a website for long periods of time after using a full blown application will feel odd.– Single clicks instead of double clicks.

– With some exceptions, what you’ve done is already committed with no “Save” button to commit it.

• However, for most browsers, “Ctrl-Z” will revert your value if you made an accident. Ultimately, it is always possible to return to Asset Values.

– Did you step away? Refresh the page before returning to data entry.

>

– ProTip - “Ctrl-F” your way through life.

– ProTip – Your not limited to just one browser window. Open up separate tabs!

– InspectTech supports Internet Explorer, FireFox and Chrome, I prefer the last one.


Language Used: Catch Phrases

• Some things we will continually talk about will be in green. These are some things to watch for.

• “Used to be, now is” – The InspectTech implementation project leveraged existing requirements from Pontex heavily (which leveraged requirements from BRINSAP). I will attempt to point out where the differences are explicit to avoid confusion as much as possible.

• “ProTip” – Testing of the system by District and Central staff revealed some usability patterns which are best to pick up now.


Language Used: Types of Input

• Label –

• Types of Fields

– Text Box

– Drop Down

– Text Area

• Text Area ProTip: The handle will not appear in Internet Explorer.

– Date Picker

– Memo Box


Questions?

• Intro to Bentley

• What is InspectTech

• What this training is about

• Websites V.S. fat client apps

• Types of input

• Any of the base language we’ve covered

• “Used to be, now is” and “ProTip”


User Roles

• Like with Pontex, user roles dictate what you can do within the system.

• Used to be in Pontex that you had to have multiple user roles in order to achieve different actions. You would need to select the role you required.

• Now in InspectTech, you will have the most access out of any role you have. Most folks will be associated to just one role, but there are exceptions such as if you work for multiple contracting agencies or your granted additional administrative access temporarily.


Example User RolesRole Used to be…

Central Administrator PonTex Administrator (ADMIN)

Bridge Management Bridge Management User (BRG)

District Administration (Non-Inspector) District Bridge Inspection Office (DST)

District Administration (Inspector) District Bridge Inspection Office (DST)

Team Leader (Prime Contractor)/Team Leader

(Subcontractor)/Routine Agent

Team Leader (TL) / Agent (AGENT)

Prime Contractor / Subcontractor Prime Contractor (PRIME) / Sub

Contractor (SUB)

Fracture Critical Agent, Fracture Critical Inspector (Internal),

Fracture Critical Inspector (Prime Contractor), Fracture Critical

Inspector (Subcontractor)

Fracture Critical Inspector (FCI)

Underwater Agent, Underwater Inspector (Internal), Underwater

Inspector (Prime Contractor), Underwater Inspector

(Subcontractor)

Underwater Inspector (UWI)

Read-Only Read-Only User (READ)

Scour Engineer/Environmental Reviewer (ENV) for instance


User Groups

• Used to be known as “Districts” and still has that feel to it, but in InspectTech, User Groups are now a container for users that grants them permissions to certain bridges.

• TxDOT District Staff – Associated to the group of their “district” and has full time access to that district.

• Consultant Firms – Associated to groups named after the firm and access will change pending on which project they are associated to.


Access and “Why do I see what I see”?

InspectTech User

User Role

User Group

Governs what you can do in the system

Governs where you can do it in the system

Examples: Bridge Management

District Administration (Inspector) Environmental Reviewer

Internal Examples:District 02 - Fort WorthDistrict 15 - San Antonio

Internal Examples:Barnhart Constructors, Inc.

Lone Star Engineering

Internal Access = Static to one district with rare

exceptions.

External Access = Group is provisioned access via

Projects

Governs the assets available to you


TxDOT Business Workflow for Routine ContractsIn

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SubReal World District AdminCentral Admin Prime

A Contract is established

A Contract is established

A Project is created and given the contract dates

A Contract is created

The District is given access to the

Project, Workspec, and Supplemental

Workspec

Primes and Subs Groups are

assigned. (typically one prime, often

one or more subs)

Work Specification(s) will

be created with project dates

Manage Routine Inspections (Prime)

The Inspection Type (Routine, FC, UW) is

selected, limiting what kind of reports

can be created

DSTAssign bridge to

Prime

District Admins Assign bridges to

Primes

Bridges are populated to the

workspec (by bulk or manually)

PRIMEAssign bridges to

Team Leader

PRIMEAssign bridges to

Subcontractor

SUBAssign bridge to Sub

team lead

Using the Scheduler, Bridges will be assigned

to Team Leaders

Create a Supplemental Work

Specification created with Prime

selected dates

Assign the Sub Consultant from the list of available Subs to a Supplemental

Work Spec

Bridges are populated to the

supplemental workspec (by bulk

or manually)

Using the Scheduler, Bridges will be assigned

to Team Leaders

Team Leaders will open reports and allocate agents

Team Leaders will open reports and allocate agents


Logging In (See your Quick Start Guide)

1. Navigate to the TxDOT InspectTech Website:https://txdot-it.bentley.com

2. Enter TrainingUser## as the username

3. Enter @Traininguser1 as the password

4. Click on "Login"

https://txdot-it.bentley.com/


SSO Solution: Logging In After Go Live (but you JUST said…)

1. Navigate to https://desktop.pingone.com/TxDOT

2. Use your TxDOT Network (Active Directory) Credentials

3. Use your TxDOT Network (Active Directory) Password

https://desktop.pingone.com/TxDOT


Modules

1. All Users – Account settings, quick access to personal filter and widget dashboard, and working set.

2. Collector – Agents, Team Leaders will find use out of the various filters, while District, Prime, and Sub managers will use the Report Summary View as a dashboard. Scheduling (the assignment of a bridge to a TL) is here, as well as several useful inspection report tools.

3. Manager - Main Map, Queries, and most importantly Project Management is here.

4. Administration – Site configuration is here. Most tools restricted to Central. Note that some roles may not even see this module.

5. Help – Online and Help Guides live here.


Main > My Preferences

• Show Tabs – Helpful if you always need that information / increases load times.

• Default Home Page

– Agents – Report Filter

– Team Leaders – Inspection Schedules

– Prime / Sub Managers – Report Summary View

– Manager Dashboard – District admins

– Other Dashboards – With experience you may change your preference.


Logging Out

• If you are in the module interface (not in an input form, output report, or configuration screen), you will always see the Logout screen.

• With the TxDOT Single Sign On Solution – My advice is to log out at the end of your shift.

• ProTip - Did you step away? Refresh the page before returning to data entry. If you arrive back at the login screen, you will need to log back in. You do NOT want to spend any time on an inactive page.


Asset Tree Navigation

• The Asset Tree Performs Three Functions1. Direct Navigation using the triple cigarette icon.

2. Direct Search (Used to be able to find your asset with dashes in Pontex, now asset names do NOT contain those).

3. Show more results for… takes you to a deeper search screen.

4. ProTip – Did you copy and paste an asset name in the search box? It may take a full 2-3 obnoxious seconds to respond. For a much faster result, delete and retype that last character


Questions?

• Groups and Roles

• Organizational Hierarchy and how the real world impacts what we do with Groups, Roles, and Projects in InspectTech

• Logging in / Logging out

• Single Sign On (SSO) Solution

• Modules

• My Preferences

• Asset Tree Navigation


Manager > View Projects

• There are hundreds of projects in here and next year there will be hundreds more.

• You can filter by the Project Name (Central / District), Work Spec Name (District and Prime/Sub), Supp. Work Spec (Prime/Sub) or Project Status (everyone)

• ProTip – Ctrl-F can help you out here.


Projects To-Do

• Central - Create a new Project

1. Name: A title reflecting the real world Contract number (much like in Pontex). For today, enter “TrainingProject##”

2. The Start Date of the Project

3. The End Date of the Project

4. Is this an Open Project or a Closed One– Project Start and End Dates Drive Access, Status is simply informational.

– Like with Pontex, the End Date can be extended by Central in situations.

• When ready, hit Save Project


Projects To-Do Continued…

1. Manage Security: Where District Managers are given access

2. Where Prime Contractors are given access

3. Where Subcontractors are given access

4. Where Work Specs are added


Work Specifications (WS) To-Do

• Central – Create necessary Work Specs

1. Name: A title reflecting the real world Contract number followed by work spec instance (much like in Pontex). For today, enter “TrainingWS##”.

2. The Start Date of the Project

3. The End Date of the Project

4. Is this an Open Project or a Closed One– Project Start and End Dates Drive Access, Status is simply informational.

– Like with Pontex, the End Date can be extended by Central in a situation.

• When ready, hit Save Project


Work Specifications – Bulk Asset Selection

1. Select the Inspection Type (Routine), already dictated by the contract.

2. Manage Assets – Select individual assets for the work specification.

3. Bulk Asset Select – Use a spreadsheet to select assets for a Work Spec

4. Assets included in Work Spec

5. Add Supplemental Work Spec


Bulk Asset Import Exercise

1. Download Bulk Asset Selection Template

2. Select that upload

3. Import it…

• ProTip Demo – How do we get tens and hundreds of assets in this spreadsheet with InspectTech details?


Now is a good time for the Help Module…

• Help

– Product Manual

– About

– Bentley Communities

– Documentation


Supplemental Work Specification

• Select “Add Supplemental Work Spec” then save (all familiar) For today, enter “TrainingSWS##”.

• 1 – Select Available Subs, 2 and 3 all familiar.


Report Summary View (Project)

• Navigate to the Projects section of the asset tree to your project, or search for it.

1. The “Project” Report Summary View will give general details around open reports for any child. What separates this is the ability to see everything, the contents of the WS or the contents of a SWS.

2. The Status Box contents will not 100% relate to the workflow on the report.

3. Export Results to Excel is again highly recommended to track the status of Work Specs with hundreds of Assets.


Questions?

• Projects

• Work Specification's

• Supplemental Work Specifications

• Report Summary View (Non-Project)

• Report Summary View (Project)


Assigning Inspections to Team Leaders (Scheduling)

Manage asset Schedules

1. Select bridges via the work specification

2. Select an Inspection Type (Routine)

3. Note the Columns

4. See Manage Box


Scheduling Details

• s

• By Go-Live all existing bridges in the system will have a recurring inspection scheduled based on their NBI 90 date.

• Edit Recurring Schedule will result in an error on Routine assets. With Central approved acceptations (flood paths, specials), Routine inspections recur every 24 months.

• Export To Excel will allow you to take the schedule to excel. It may be helpful for work specs with hundreds of bridges to assign on “paper” first.

• Edit Schedule Details in conglomeration with check boxes will allow you to assign Team Leaders for inspection.


Inspection Schedules

• Inspection Schedules and Report Filters are designed to help Inspectors and Agents identify the work that is assigned to them as well as assist others with identifying ongoing reports.

• 1 – Note the State of the Inspection is due. 2 – Also note you can export.


Why Do You Keep Saying Asset?

• Once you navigate to an asset…

• Used to be called “Bridges” in Pontex, you will now know them as “Assets”. Right now the only type of Asset in InspectTech is “Bridge”, but stay tuned..

• Pontex split data into “Bridge Data” and “Inspection Data” while InspectTech cuts data into “Asset Values” (also called “Current Values”) and Report Values.

• Asset Values (Current Values) are the results of a committed Report which will be committed to the NBI and NBE Tapes.

• Report Values are pending approval and are not yet a part of the NBI tape.


Quick View

1. Asset Values for Identification 2. List of Open Reports

3. Current Schedules 4. Project History


Asset Info

1. Completed Reports from previous inspection cycles. ProTip – For the first few weeks, InspectTech will only contain the most previous inspection report for existing bridges. A migration of more assets will continue in the back ground.

2. Central and District Admins can now make general comments on the history of a bridge in the event some general notes would help i.e. “Impacted by Hurricane Percy 2004”.


Files

1 – Admins can attach files to the Asset 2 – Pictures and Files from previous reports

are available for review.

3 – Works in conjuncture with 1 to align a file type

and date to the file.

4 – Previous Files. Pro Tip – Like previous

reports, files from Pontex will take several weeks

to be available.


Scheduling and Administration

• Scheduling - Per asset can be performed individually including assignments. Not ideal for hundreds of assets.

• Administration – Auditing tools against the individual asset can be seen here.


Asset Navigation


Create Report – The Screen That Ties it All Together

1 – Always Asset Values 2 – Copy the previous files

from the last inspection

3 – Copy the previous report

sections from the last report

4 – This report satisfies this work

specification.

5 – The Type of Report

submitted. This is the real world

form that satisfies the inspection

6 – This Inspection Type satisfies

the “Scheduler” or assignment to

Team Leaders

7 – This Creates the Report with

these parameters

ProTip – You cannot create a

Report if there are no available

Inspection Types.Inspection Report

Part of Work

Specification

Satisfies Project

Requirements

Inspection Type

Satisfies Scheduling

Requirements

Satisfies FHWA

Inspection Requirements

When Approved


Report Navigation1 – Show Forms 2 – Report Actions such

as moving the report

workflow, spell check, or

identify fields with

attached images.

3 – Identify the Map image 4 – Show the field details.

Pro tip – Will often contain

important field details such

as entry restrictions.

5 – Will identify manuals 6 – Add attachments to

fields

7 – Exit Report


Inspection Info Page1 - Create Date – The date the report is created.

Inspection Date – The date the actual Inspection took

place (defaults to Create date)

NBI 90 Date – The official NBI 90 Date

2 – Inspection Type (already selected during creation)

3 – Owner – This is the single responsible submitter of the

report. Defaults to the creator.

Users Assigned to Report: This is the opportunity to assign

other Team Leaders and particularly agents.

4 – Scheduling – This is the schedule definition this report is

satisfying.

5 – Work Specification – This is the Work Specification this

report is satisfying.

ProTip – ONLY those with group security that grants access

(District and Central folks) can unassociated reports from

Work Specs.

6 – Bridge Owner Symbols that will appear on the Output

Report cover page.

7 – Report History – shows previous reports.


Pictures / Files Tab

• Photos and other file types can be attached one by one or multiply on the photos. Note that File Types and dates can be specified but are applied to all attached files.


Asset Files (In a Report)

1 – Admins can attach files to the Asset 2 – Pictures and Files from previous reports

are available for review.

3 – Works in conjuncture with 1 to align a file type

and date to the file.

4 – Previous Files. ProTip – Like previous

reports, files from Pontex will take several weeks

to be available.


Different File Types• A great deal of the files in Pontex are PDF files.

• InspectTech allows a variety of photos.

– Photo is the primary upload type when averaging all users.

– Sketches also have an individual output report page.

– Maps are generated from the Location Map page (next slide)

– Audio, Video, and Other File files are other classifications.

– These are admin configurable so expect to see differences from today, the big restriction being that values like “Photo” must be image files.


Location Map

• The Location Map will reference the GPS coordinates to identify where the bridge is in Google Maps. You can manipulate then save the image for cover photos or report details.


Forms Page

• The Forms Page will allow you to show / hide forms. While limited in function for now, in the event TxDOT Central and District add additional forms, open inspections may require you to enable them here.


TxDOT SI&A Form

• This is the crucial form in InspectTech.

• These values used to be distributed across several tabs in Pontex and are now found across the entire SI&A Page.

• The majority of fields are identical to Pontex fields, however it is extremely important that you note the differences.


TxDOT SI&A Notable Items• (1) STATE CODE appears now on Input Forms / Output Reports. Will

require no action as it automatically defaults to Texas upon both report and asset creation.

• (3) COUNTY CODE used to be a field, will now be a dropdown.

• (5.2) ROUTE SYSTEM some values have been returned to FHWA values. The descriptions are the same, but an 11 will now appear as a 1 for example. All TxDOT values within the dropdown remain the same.

• (10) INV RTE, MIN VERT CLEARANCE, (53) VERTICAL CLEARANCE OVER BRIDGE ROADWAY, and (54.2) MIN. VERTICAL UNDERCLEARANCE are now entered in Decimal Feet rather than Feet Inches. The majority of these values were “No Ceiling 99.99” values but all existing values were converted.


TxDOT SI&A Notable Items Continued…• DMS Latitude and Longitude have been removed. These are still

identifiable from the NBI Values Check page.

• InspectTech offers additional FHWA fields for (21) MAINTENANCE RESPONSIBILITY and (22) OWNER

• NBI (32) APPROACH ROADWAY WIDTH, (39) NAV VERT CLEARANCE, (55.2) MIN LATERAL UNDERCLEARANCE ON RIGHT, (64.2) OPERATING RATING GROSS LOADING, (66.2) INVENTORY RATING GROSS RATING, (76) LENGTH OF STRUCTURE IMPROVEMENT, and (40) NAV HORIZONTAL CLEARANCE now allow additional points of precision.

• (63) METHOD USED TO DETERMINE OPERATING RATING and (65.1) METHOD USED TO DETERMINE INVENTORY RATING now contain additional Load Values determined by FHWA


TxDOT SI&A Notable Items Continued…

Deck values within Structure Type & Configuration appear blank in a sea of Blank-Not Applicable. This looks off, but is actually correct since “Deck” items do not have blanks, but instead “N-Not applicable” values.


TxDOT SI&A Required Fields

• Required Fields will enforce that a Report cannot be brought forward until the field contains a value.

• For training purposes, only (71) and (72) are made required. After Go-Live, there were will be many required fields which will ensure that the establishment of the first report on a new bridge contains as much good information as possible.

X


TxDOT SI&A Restricted Fields

• Required Fields will enforce that only a certain value can be entered into the field. See that Field Info is helpful here as it will provide the rules.

• For training purposes, only (30) is restricted. After Go-Live, several fields such as year fields and (11.2) REFERENCE MARKER AND DISPLACEMENT will be restricted.


TxDOT Roadway (Under Record) Form

• The amount of Under Records can be selected. FHWA allows up to 26 Under Records to be reported and InspectTech mirrors this. Initially, InspectTech will either contain 0 or 1 Under Records but eventually TxDOT may drive to populate additional Under Record data.

• At this point, Pontex and InspectTech cut different ways again (like Bridge and Inspection vs Asset and Report values). InspectTech’s allowance of more than one Under Record means the SI&A page will primarily represent the On Record (or Railroad, Pedestrian, Utility) and Under Records (Roadway) Data Below.


Intersecting Values In InspectTech

• There are many integrations behind Pontex that must continue to function as we implement InspectTech.

• Pontex used to identify Inventory and Intersecting by tabs, InspectTech must now identify it directly and will need your help.

No Under Records Road ID must = 1 to submit report

One Under Record Road ID in both Under Record and On Record

must indicate which is “1” and which is “2”.

Both must have been selected.

Multiple Under Records Road ID in both Under Record and On Record

must indicate which is “1” and which is “2”.

Both must have been selected. All other values

must be “Other Intersecting Route”.


Executive Summary

• Acts as a location where a synopsis of the report can be drafted.


NBI Validation Tools

• NBI Values Check – This page will show what was entered on the SI&A page and what it’s federal translation will be on the tape. Note it will NOT show what was entered Structure Type & Information values but will show the FHWA translation for those items (i.e. 43 and 44).

• NBI Calculations – Will show the values for 67, 68, 69, the Sufficiency Rating and the NBI Output String. This will include the math performed to arrive at these values using what was entered in InspectTech.

• NBI Error Check – This is exclusively a warning page designed to throw potential errors that may appear for FHWA submissions. This page may help, but may also provide false positives and is best as a confirmation guide than a rule of thumb page.


Element Inspection

• Pontex values will be translated from CORE values to NBE ones.

• Actions > Manage Segments and Add Physical Elements.

1. New Bents, Spans, Segments, etc. can be added and named as such.

2. The entry of those IDs goes here.

3. Once completed, select “Save”


Element Inspection Continued…

• CAUTIONARY – Ensure you know which span you are on. If you chose to add an element while on “all” you will add the element to all segments. You do NOT want to painfully remove these individually in the event there were already some there you cannot just eliminate.



1. This filter is your best friend in a sea of hundreds of Physical Elements.

2. All values or what you filter will be here.

3. The Environment(s) selected



1. The details and Total Quantity can be entered. Note it will be red if in the negatives.

2. State 1 is the sum of the other three states.

3. State 2 through 4 is editable.

4. Additional Protective Systems and Defects can be added.


Condition Rating Forms

Superstructure, Substructure, Channel, Culverts,

and Approaches form uses “lowest” value logic

to identify the component rating, like Pontex.


Managing Output Reports

1 – Remove a Section (will be available

to re-add)

2 – You can Order the pages then

Save order changes (see 9)

3 - You can rename the Section

Name for this report

4 – You can individually view individual

PDF pages

5 – You can choose whether the

page will be printed. It would be wise

to disable sketches when none are

available for instance

6 – You can choose to include

the page in the ToC

7 – You can add a buffer Cover page

between sections

8 – You can show or hide page

numbers

9 – See 2

10 – You can add additional PDF

Sections to your Inspection Report

11 – View the entire PDF


Report Submission (Very Workflow Driven)

1 – Subcontractor Team Leader Path

2 – Prime Team Leader Path

3 – District Inspector Path

4 – District Management Fails Workflow back to Amending


Questions?

• Report Navigation

• Report Sections

• SI&A Section

• Under Records

• Road ID - Identify Intersecting Route

• Pictures and Files

• Elements

• Condition Rating Forms

• Workflows

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