Equipment Inspection

The Equipment Inspection module supports users in creating and managing check templates, inspection plans, and spot check tasks, making it easy for users to conduct equipment inspections and maintenance work. Users can perform operations such as viewing, exporting, annotating, and deleting inspection records. They can also check equipment inspection statuses and manage temporary personnel scheduling.

Equipment

Equipment refers to the devices required for patrol inspections and spot checks. These need to be configured in the Digital Twin module of DataMesh FactVerse.

Scene

A scene is a specific environment containing multiple elements, objects, or activities, used to fulfill particular functions, tasks, or processes. For example, a factory can be considered a scene. Within this factory scene, there may be various elements like equipment, machinery, workers, raw materials, etc. These elements collaborate to complete production tasks according to specific processes or business workflows. Factory scenes can include production lines, equipment operation zones, warehouses, offices, and other distinct areas, all collectively forming this specific production environment.

Patrol Inspections

Patrol inspection is a scheduled patrol to check the operational status of equipment, suitable for overall safety management of the entire plant. The purpose of patrol inspection is to ensure the proper operation of equipment, prevent potential issues, and promptly identify and address anomalies that could impact safety, performance, or functionality. Patrol inspection can cover a range of equipment types, such as mechanical, electrical, computer systems, buildings, and environmental facilities.

There are two common patrol inspection methods:

Inspecting various types of equipment using different templates: This inspection method involves multiple different types of equipment or systems. Inspectors will systematically and periodically inspect each piece of equipment according to a predetermined plan, specific order, and method. This ensures that all critical equipment receives proper attention to prevent potential issues.

Inspecting multiple identical equipment using the same template: This inspection method is primarily applied to identical types of equipment or systems, such as multiple machines of the same model in a factory. In this case, inspectors will follow a predetermined schedule to inspect all equipment using the same method. This helps maintain consistency in equipment and identify issues that may be common across multiple equipment.

Spot Check

Spot check is a specialized, one-time inspection of key equipment, usually generated ad-hoc, without a periodic plan. The purpose of spot check is to identify potential issues, anomalies, or faults in equipment, enabling timely maintenance, repair, or replacement to ensure proper equipment operation and reliability.

Differences between equipment Patrol Inspection and Spot Check

Name

Spot Check

Patrol Inspection

Features

More detailed inspections for key equipment are conducted, including sampling checks, to supplement the patrol inspection findings.

Periodic inspections, with a larger volume and broader scope of coverage.

Cycle

Can set one-time inspection with no recurring period.

Cannot set one-time inspection.

Inspection of the same type of equipment

Multiple equipment can be selected in the same task, eventually dividing into multiple tasks, with each equipment corresponding to one task

Multiple equipment can be selected in the same task, allowing inspecting multiple equipment within one task

Inspection of different types of equipment

Create tasks separately for each type of equipment

Multiple types of equipment (i.e., various inspection templates) can be selected within the same task.

An inspection template is a set of standardized equipment inspection procedures, and inspection plans/tasks bound to the template can be inspected according to the steps detailed in the template.

You can select Equipment Inspection > Inspection Template from the functional module navigation bar to enter the Inspection Template page.

The Inspection Template page displays a list of inspection templates, including the template Name, Creator, and Number of steps.

The Inspection Template page supports the following operations:

    • Create a new inspection template
    • View the details of an inspection template
    • Delete an inspection template
    • Create a copy of an inspection template

Manually create an inspection template

You can use cloud resources such as 3D models and images to create custom inspection templates.

Steps

1. Click on Equipment Inspection > Inspection Template to enter the Inspection Template page.

2. Click the New button to open the New window.

3. In the New window, enter the name of the inspection template (required) and select the scenario to be bound.

4. In the New window, you can also add tags for classification and add template description information.

5. Click Confirm and the newly created template will be displayed in the template list.

6. Click the Details button  to enter the Inspection Template Details page.

7. Click the New button in the Check the Steps section to open the New window.

    • Step title (required): The name of the check step. For example, “Confirmation of Processing Program”.
    • Description of the step: Describe the specific operations for equipment inspection in this step.
    • Reference materials: The material required for the steps stored in the cloud.
    • Scene page range (required): If the created template is bound to a scenario, the scene scope required for this step must be filled in.
    • Normal options: State that exists under normal conditions for the check step.

8. Click Confirm after filling in the information.

9. Create other check steps.

Create an inspection template via importing a template file

You can create equipment inspection templates by importing a template file. Here are the steps:

1. Click on Equipment Inspection > Inspection Template to enter the Inspection Template page.

2. Click the New button to open the New window.

3. In the New window, enter the name of the inspection template (required) and select the scenario to be bound.

4. In the New window, you can also add tags for classification and add template description information.

5. Click Confirm and the newly created template will be displayed in the template list.

6. Click the Details button  to enter the Inspection Template Details page.

7. Click Import in the Check Steps section to open the Import window.

8. In the Import window, click Download the import template and save it to your local device. If you have already downloaded the template, this step can be skipped.

9. Open the template file, complete the step details in the table and save it.

10. Go back to FactVerse and upload the completed template file in Step 9.

11. Click Confirm to complete the template import.

Create a template copy

If using the same template scenario, users can generate an inspection template by creating a copy. The specific steps are as follows:

1. On the inspection template details page, click the Create a Copy button to create a template copy.

2. In the pop-up window, click the Confirm button to complete the creation of the template copy.

3. Click the template copy details button to enter the template details page and modify the template as needed.

You can create inspection plans according to the number of equipment types with two methods.

Create inspection plans for multiple diverse types of equipment

Steps

1. Click on Equipment Check > Inspection Plan in the navigation bar to open the Inspection Plan page.

2. Select the scene where the inspection plan will be carried on. Note: The choice of scene determines the range of equipment available for selection. If you need to add a new scene, click the button on the right side of the scene title to open the directory, select the relevant scene file, and click Confirm to add the new scene.

3. Click the New button above the inspection plan list.

4. Enter the plan name and click Next.

5. After entering the inspection method page, click Add Template.

6. Choose a template and click Confirm to add Inspection Point 1. Configure whether the step is critical and the projects must be documented.

Whether the step is critical:

    • Yes indicates that the step is critical and requires the configuration of The projects must be documented, such as Text.
    • No indicates that the step is not critical and does not require the configuration of The projects must be documented.

The projects must be documented: Items that must be recorded if the equipment is marked as abnormal. Options include Photo, Video, and Text.

7. Click the button to the right of inspection point 1 to associate it with normal point positions. This means that if point 1 passes inspection, it can jump to this point for further inspection. Click to remove the inspection point.

8. Click the Add Template button, choose a template, and click Confirm to complete the addition of inspection point 2. Configure whether it is a critical step and whether certain items must be recorded. Configure Critical step and Required recording method.

9. Click Next to proceed to the Inspection Equipment page. Click Add equipment to add equipment that needs to be inspected as part of the inspection plan. Choose Scan the code to open the plan task.

Add equipment: Choose the digital twins that need to be inspected for each point in the current scene.

QR Code Scanning for Task Initiation:

    • Yes means that the device needs to scan its QR code before executing the plan. The plan can be executed if the QR code scan is successful. If the QR code scan fails, you can choose to rescan the code or continue the task. When you choose to continue the task, the message center of creator will receive a message for abnormal QR code scanning.
    • No means that the device can execute the plan without scanning a QR code before starting the task.

10. Click Next and configure the personnel and scheduling for the plan. Click Confirm to complete the creation of the inspection plan.

    • Inspector: The person executing the task. It only supports a single selection. Eligible personnel include all users within the department. Personnel with enterprise management permissions, such as IT administrators or business supervisors, can create users.
    • Plan priority: The priority of the inspection plan refers to the method of sorting check tasks to determine which check tasks should be performed first or are more important.
    • Reminder settings: Send task reminders xx minutes before the start/end of task.
    • Skip date: No tasks assigned on Saturday/Sunday.
    • Scheduled start date: The date when the plan is executed for the first time, only supports the current date and future dates. For example: 2022-11-20.
    • Scheduled start time: The time that begins based on the start date of the plan. For example: 9:00-10:00.
    • Inspection cycle: The interval between each execution, supporting units: hours, days, weeks, months.
    • Scheduled deadline: The date when the plan stops assigning tasks.

Create inspection plans for multiple same types of equipment

Steps

1. Follow Step 1-7 of “Create inspection plans for multiple diverse types of equipment” in the above section.

2. Click Next to proceed to the inspection equipment page. Click Add equipment to add equipment that needs to be inspected as part of the inspection plan. Configure Scan QR code to start the scheduled task.

Add devices: Add equipment: Choose the digital twins that need to be inspected in the current scene. Multiple selections are available. You can arrange the order of equipment by pressing and dragging the button .

Scan QR code to start the scheduled task:

    • Yes means that the equipment needs to scan its QR code before executing the plan. The plan can be executed if the QR code scan is successful. If the QR code scan fails, you can choose to rescan the code or continue the task. When you choose to continue the task, the message center of the creator will receive a message for abnormal QR code scanning.
    • No means that the equipment can execute the plan without scanning a QR code before starting the task.

3. Follow step 10 of “Create inspection plans for multiple diverse types of equipment” in the above section.

Other operations of the inspection plan list

1. Set the display column of the list

Click the settings button  to customize the table display of the inspection plan list. The table can display the following columns: Serial, Name, Creator, Inspection Staff, Start time, End time, State, The current number of cycles, points, Creation time (default not displayed).

2. List filtering

You can filter the list by name and status.

3. Edit plans

Click the icon to edit plans in any status. You can modify the inspector and the deadline for pending or ongoing plans. You can only view completed or expired plans. Editing plans in “To start” or “In progress” status only affects subsequent dispatched plans and does not impact ongoing or completed tasks.

4. Copy plan

Click the button to copy a plan. You can then edit it based on this copied plan.

5. Pause or resume plans

Click the button to pause a plan which is in the state of “To start” and “In progress”. Click the button to resume a paused plan.

Spot check tasks refer to single inspection operations conducted at specific time.

Create a spot check task

The steps to create a check task are as follows:

1. Click on Equipment Check > Spot Check Task in the navigation bar to open the Spot Check Task page.

2. Select the scene where the inspection plan will be executed. Note: The choice of scene determines the range of devices available for selection. If you need to add a new scene, click the button on the right side of the scene title to open the directory, select the relevant scene file, and click Confirm to add the new scene.

3. Click on the New button above the spot check list.

4. Enter The name of the spot check task, and then click Next.

5. Provide information for the spot check equipment: Click on Add equipment, select the required equipment for this spot check, and configure Scan QR code to start the scheduled task. You can choose multiple same types of equipment. For multiple different types of equipment, you need to create spot check tasks separately according to its type. Click on Next.

6. Choose the Spot check method: choose the check template and configure the options of Critical step and Required recording method.

7. Click Next, configure the personnel and scheduling, and click Confirm to complete the creation of the check task.

Other operations of spot check list

1. Set the display column of the list

Click the settings button  to customize the table display of the spot check list. The table can display the following columns: Serial, Name, Creator, Spot inspector, Start time, End time, State, The current number of cycles, number of devices, Creation time (default not displayed).

2. List filtering

You can filter the list by name and status.

3. Edit tasks

Click the icon to edit tasks in any status. You can modify the inspector and the deadline for pending or ongoing tasks. You can only view completed or expired tasks.

4. Pause or resume a task

Click the button to pause a task which in the state of “To Start” or “In progress”. Click the button   to resume a paused task.

Inspection records refer to detailed information recorded during the execution of inspection and spot check tasks, including inspection operation and results. You can view, download, and annotate the inspection and spot check task records for different scenes.

1. Click Equipment Check > Inspection Records to enter the Inspection Records page.

2. Click the icon to set the table display and select the content you want to display. In the search box, you can enter the content you want to search for.

You can filter check records by name, type, inspector, and state.

3. You can click the icon  to download check records.

4. Click the details icon   on the right side of the list to enter the check record details page. The details page displays basic information and step recording.

5. Click the button  in the upper right corner of the Basic information section to comment on the entire check record.

6. Under the step recording, click the Export button to export the check record as well.

7. Click the expand button next to the device name to view the inspection details for each step.

8. Click the picture or video icon under material to view the picture and video file.

Recording for equipment abnormalities

Generally, there are four following types of abnormal equipment records:

    • Duplicated Checks: The task was originally assigned to someone else, but since they were offline, the task bucket couldn’t load. As a result, both the original assignee and the new assignee ended up completing the task independently, causing duplication. At this point, the prompt will be displayed.
    • QR code scanning failed: When QR code scanning fails and the task continues, this exception prompt appears.
    • Skipped equipment inspection: When an equipment inspection is skipped, this exception prompt appears.
    • The equipment state is marked as abnormal: When the equipment state is marked as abnormal during inspection, this exception prompt appears.

Inspection Statistics display the inspection status of various equipment in the selected scene. Supervisors and managers can view the equipment state, check counts, and equipment-related task information for the chosen date.

Scene: View the equipment states in different scenes.

Calendar: View the equipment state on different dates.

Download : Download statistics records including dates, scenes, equipment names, state, and check counts.

Personnel status : View the state of all personnel in the department. The status is displayed as either “Idle” or the name of the current task on which they are working.

State: The state of equipment on the selected date.

    • Normal: No anomalies found in all completed checks.
    • Abnormal: At least one anomaly found in all existing checks.
    • Checking: Someone is currently working on a task execution.
    • Unchecked: No checks have been conducted today.

Check Count: The number of inspections conducted on the selected date.

Equipment Records : View inspection details for all tasks related to a specific equipment on the chosen date. You can click the icon   to make temporary scheduling for pending tasks. You can modify personnel and time. The time can only be set for today and beyond. Temporary scheduling is a one-time action and will not affect the original schedule of subsequent inspection and spot check tasks.

Instructions for operation

This chapter provides a detailed description of the operational steps. Each role should follow the usage process guide to review the corresponding sections and conduct the operations.

Business supervisors need to first make overall equipment check plans based on the actual situation of the equipment and create inspection plans or spot check tasks for equipment inspection.

Prerequisites

The necessity and prerequisites for equipment inspection are the equipment’s digital twin and the scene that contains the equipment’s digital twin. Before creating an inspection plan or spot check task, you need to prepare a scene that includes the equipment’s digital twin. For more information on how to create digital twins and scenes, please refer to FactVerse Designer User Manual.

Create a check template

Inspection templates are the foundation of inspections and spot checks, and FactVerse Service Platform provides two methods for creating templates: manually create a template and import a template.

Here is a simple example of manually creating a template. For more information on creating check templates, please refer to FactVerse Service User Manual.

1. (Optional) Use DataMesh Studio to create and upload the scenario files needed for the inspection. For more information on creating scenarios, please refer to the DataMesh Studio User Manual.

2. Log in to the FactVerse Services Platform.

3. (Optional) On the Digital Assets > Resources page, upload supplementary resources such as photos, videos, PDF files, etc., for additional explanations.

4. On the Equipment Inspection > Inspection Template page, click the New button to create a new check template and bind it with the scenario file from step 1.

5. Creating inspection steps: In the template’s detail page, create inspection steps for the template and add reference materials for this step (the materials uploaded in step 3), specify the scene scope of this step in the scenario, and set normal and exception options (optional).

6. Repeat step 5 to create other inspection steps.

Create an inspection plan

Based on the equipment type, users can choose to create inspection plans for multiple diverse types of equipment or multiple same type of equipment. Using the creation of inspection plans for multiple diverse types of equipment as an example.

Steps

1. Add a scene: Add the required scenes on the Equipment Inspection > Inspection Plan page of the FactVerse Services platform.

2. Create an inspection plan:

a). Click the “New” button above the inspection plan list.

b). In the New window, fill in the inspection plan name and click Next.

c). Configure the inspection method: inspection points, inspection templates corresponding to the points, whether the step is critical and Required recording method.

d). Add equipment: Select the digital twin of each equipment that needs inspection for the current scenario and choose whether to enable QR code scanning for the plan task.

e). Configure personnel and scheduling for the plan.

Create a spot check task

When a user needs to perform equipment spot checks, if the equipment are of the same type, they can be created within the same task. However, after creation, this task will be divided into multiple individual equipment spot-check tasks based on the number of equipment. If the equipment are of different types, multiple spot-check tasks need to be created separately. Let’s take the example of creating multiple spot-check tasks for the same type of equipment:

1. Add a scene: Add the required scenes on the Equipment Inspection > Spot Check page of the FactVerse Services platform.

2. Create an Inspection Task:

a). Click New above the spot check task list.

b). In the New window, enter the spot check task name and click Next.

c). Add spot check equipment: Click Add equipment, select the equipment required for this spot check, and configure whether to scan the code to start the scheduled task. The task will be divided into multiple tasks based on the selected equipment, and you can choose one or more identical equipment. One piece of equipment corresponds to one spot check task.

d). Set the spot check method: Choose a check template for the spot check and configure whether the step is critical and Required recording method.

3. Click Next, configure the personnel and scheduling, and click Confirm to complete the creation of the spot check task. The spot check task’s cycle is different from the inspection plan and can be selected as “No Cycle.” “No Cycle” means the task is dispatched only once.

After configuring inspection plans and spot check tasks on the FactVerse Services platform, log in to the Checklist client to initiate task execution. For specific login instructions, please refer to the Log in chapter. This chapter illustrates the execution of the inspection task as an example.

View equipment details

After business managers have set up inspection plans and spot check tasks on the FactVerse Services platform, the responsible inspection personnel log in to Checklist to begin executing the tasks.

Before starting the tasks, inspection personnel can view equipment details to understand the task status for the equipment today and in the past three days, enabling them to conduct a more accurate and thorough inspection. The specific steps for viewing equipment details are as follows:

1. Click on the home page’s Scan button, scan the QR code on the equipment, and access the equipment details page.

2. In the equipment details page, review the equipment’s task status.

3. Click the back button “<” to exit the equipment details page.

Starting a task

The specific steps for starting a task are as follows:

1. Log in to DataMesh Checklist.

2. Click on the homepage task card:

a). If the task is created on the FactVerse Services platform without enabling scan the code to open, you will directly enter the task operation interface.

b). If scan the code to open was enabled, you will need to scan the QR code to initiate the task. Align the scanning frame with the equipment’s QR code, and if scanned correctly, you will be directed to the task operation main interface.

Handling scan exceptions

If you scan an incorrect QR code or if more than 90 seconds pass without scanning, the scan will fail, and you will see the following prompt:

You can check if the equipment’s QR code is correct and then click “Rescan” to scan it correctly and proceed to the task execution interface.

You can also click “Continue” and click “Yes” in the prompt box, to proceed directly to the task.

Execute a task

The specific steps for inspectors to perform inspection tasks are as follows:

1. Log in to DataMesh Checklist.

2. Start the task and enter the task’s operation interface.

3. Perform the task for point 1. If it is an inspection of the same type of equipment, perform the inspection for the first equipment. In case of exceptional circumstances where the equipment cannot be inspected, you can click the Skip button in the upper right corner to bypass the inspection of that equipment. The step list will provide a prompt indicating that the equipment has been skipped due to an anomaly.

4. Task Recording:

a). If the inspection task is not associated with a scenario or other resources, or if you are already awfully familiar with this task, you can directly record the task and mark the equipment’s status.

b). If the inspection task is associated with resources such as photos, videos, and PDFs, you can click to view the resource, follow the instructions for this step, and record it.

c). If the inspection task is associated with a scenario, you can perform the following operations:

i. Click on the scenario to enter scenario operation mode. By default, it enters 3D mode, click on mode switch button to switch to MR mode.

ii. Adjust the scenario’s position, please refer to the Scenario operation interface for adjustment methods.

iii. Play the scenario or click on the scene page to view the inspection instructions for that step.

iv. Follow the instructions to inspect the equipment.

v. After inspection, choose the recording method and make a record.

vi. Mark the equipment’s status.

          • Normal
          • Abnormal

vii. After recording, it will automatically proceed to the next step. In case of exceptional circumstances where the equipment cannot be inspected, you can click the Skip button in the upper right corner to skip that equipment inspection. The step list will indicate that the abnormal equipment has been skipped.

viii. Follow the above process to execute all steps after Inspection Point 1 or the first equipment.

5. After recording is completed, it will automatically proceed to the next step.

6. Execute all the steps for point 1 or the first equipment.

7. After completing the inspection steps for a point or equipment, you will automatically move to the inspection of the next point or equipment. If there is a requirement to scan and start the task again, you will need to scan to start the task again. Click on the scenario file in the resource area in the task operation interface to enter the scenario’s operation interface.

8. Complete the remaining points or equipment inspections. When all inspections are finished, a prompt will appear stating “Task completed.” In scenario mode, clicking on “Stay in the scenario” keeps the page in scenario mode. Clicking the “Exit” button exits scenario mode, returning to the task operations interface. On the task operations interface, clicking “Stay in the task” keeps the page in the task operations interface. Clicking the “Exit” button exits task mode, returning to the main interface.

9. Wait for task upload feedback: Successful and unsuccessful uploads will be displayed in the message list.

a). Click the return button < on the task operation interface to complete the task execution.

b). Wait for task upload feedback: Successful and unsuccessful uploads will be displayed in the message list.

Offline tasks

When the network condition is poor or there is no internet connection, under certain conditions, you can perform offline tasks. The conditions for executing offline tasks are as follows:

a. Log in to DataMesh Checklist in an environment with an internet connection and enter the task bucket interface. The system will automatically download task information at this point.

b. Do not log out of the account; simply close DataMesh Checklist if necessary.

c. In an environment without internet access or with unstable network and signal, open DataMesh Checklist. The system will automatically log in based on the last entered account credentials and take you to the task bucket interface. If a prompt such as “Disconnected, please check your internet connection” appears, and the issue persists even after checking and refreshing as per the prompt. At this point, you can proceed to execute inspection tasks in offline mode.

To execute offline tasks:

1. Click on the locally cached tasks and perform offline tasks following the normal operational steps.

2. If, upon refreshing, you discover that the task for the current equipment is no longer assigned to you, a message will prompt: “Current equipment has been reassigned to another personnel. Please confirm and proceed to check the next equipment.” Click Confirm to proceed directly to the next equipment or conclude the current task.

3. After the inspection is completed, the records will be saved locally, awaiting a network connection or stable internet access to connect to the server and upload the inspection records.

From the FactVerse Services platform, business supervisors or managers can view task execution status, make annotations, download task records and equipment statistics records, and make temporary personnel scheduling.

View, download and annotate inspection records

The check records refer to the detailed information of the inspection and spot check operations and results recorded during the patrol inspection and spot check tasks. Business supervisors and managers can view, download, and annotate the status records of patrol inspection and spot check tasks in different scenes.

To view, download and annotate records:

1. Click Equipment Inspection > Inspection Records to enter the Inspection Records page.

2. Click the icon to set the table display and select the content you want to display. In the search box, you can enter the content you want to search for.

3. You can filter check records by name, type, inspector, and state.

4. Equipment anomaly recording. Equipment anomaly recording includes the following four situations.

a). Duplicated checks: The task was assigned to another person, but due to being offline at the time, the task bucket could not load, and both the original task executor and the new task executor performed the task, resulting in task duplication. In this case, this prompt will appear.

b). QR code scanning failed: When an issue arises during the equipment scanning process to initiate the task and the executor choose to continue the task, this exception prompt appears.

c). Skipped due to equipment exception: When a device check is skipped, this exception prompt appears.

d). The equipment status is marked as abnormal: When a piece of equipment is marked as abnormal during inspection, this exception prompt appears.

5. You can click the icon  to download check records.

6. Click the details icon  on the right side of the list to enter the check record details page. The details page displays basic information and step recording.

7. Under the step recording, click the Export button to export the check record as well.

8. Click the expand button next to the equipment name to view the inspection details for each step.

9. You can click to view and download photos and videos under the material column.

View inspection statistics

Inspection Statistics display the inspection status of various devices in the selected scene. Supervisors and managers can view the equipment state, check counts, and equipment-related task information for the chosen date.

The inspection statistics page provides the following information and operations:

  • Scene Management (Add, Delete): By switching scenes, you can view the status of equipment in different scenes.
  • Calendar: View the equipment state on different dates.
  • Download equipment statistics record: By clicking the download icon , you can download statistics records including dates, scenes, equipment names, state, and check counts.
  • View personnel status: By clicking the personnel icon , you can view the state of all personnel in the department. The status is displayed as either “Idle” or the name of the current task on which they are working.
  • View equipment state: You can view the state of equipment on the selected date.
    • Normal: No anomalies found in all completed checks.
    • Abnormal: At least one anomaly found in all existing checks.
    • Checking: Someone is currently working on a task execution.
    • Unchecked: No checks have been conducted today.
  • View check count: You can view the number of inspections conducted on the selected date.
  • View equipment records : View inspection details for all tasks related to a specific equipment on the chosen date. You can click the icon to make temporary scheduling for pending tasks. You can modify personnel and time. The time can only be set for today and beyond. Temporary scheduling is a one-time action and will not affect the original schedule of subsequent inspection and spot check tasks. 

For Long-term reassignments, click the edit button in the inspection schedule and spot-check task list. In the personnel and scheduling module, reselect the inspector.

User interface

The homepage of DataMesh Checklist can be divided into two sections: the menus and the task bucket.

Menus

Function menu button: This button serves to expand and collapse the function menu.

Calendar: You can select a specific day to view the tasks scheduled for that day.

Task status: There are four task statuses available.

    • TO DO: Tasks that are yet to reach their start time.
    • IN PROGRESS: Tasks that are currently being executed within their validity period.
    • DONE: Tasks that have been executed within the validity period.
    • EXPIRED: Tasks that were not executed and have passed their validity period.

Refresh: This button allows you to synchronize with the server, refresh the task bucket, and upload any task records that failed to upload successfully.

Scan: Use this feature to scan the QR code of equipment and access details and related tasks for that device.

Messages: This section encompasses task annotations and system messages. Task annotations are comments provided by supervisors in the inspection records. System messages include information about task and equipment inspections, such as reminders for task start or end times, equipment anomalies, and inspection record upload results. Task performers will receive messages regarding task annotations and start/end time reminders, as well as inspection record upload status. Task creators will receive messages about equipment anomalies. Click the button  to expand the message list, click on a message to view its details. Click the button to Mark All as Read.

Task bucket

Task card: The task card presents comprehensive task information, including task priority, task name, task type, task progress, task execution time, equipment name and quantity, and task viewing status.

    • Task priority: Priorities are denoted by colors—red for high priority, yellow for medium, and green for low priority.
    • Task type: Different icons represent different task types. Spot tasks are represented by , and patrol inspection tasks by .
    • Task progress: This displays the percentage of task completion.
    • Task execution time: Indicates the period within which the task can be completed.
    • Equipment name and quantity: For patrol inspection tasks involving multiple equipment, it shows the equipment names and quantities.
    • Task viewing status: indicates the task is viewable.  signifies that resources within the task cannot be viewed, for instance, when the resources have been deleted from the server cloud.

Filter: This feature allows you to filter the task list by spot check or patrol inspection tasks.

Sort: Tasks can be sorted by priority, ascending time order, or descending time order. The default sorting is by task priority. In case of equal priorities, tasks will be sorted in ascending order based on their task start time.

Click the function menu button on the homepage, you will extend the function menus. The function menus consist of two sections: Device List and Setting.

Device List

The Device List includes the menus, list of equipment to be checked today, equipment details, and equipment-related task lists.

Menus: It contains the back button, page name, and information indication icon.

List of equipment to be checked today: It displays all equipment that the inspector needs to check on the current day, along with the number of tasks associated with each equipment. You can use the search box to look for specific devices and click the filter button  to filter equipment based on tags.

Equipment details:  This section shows the equipment thumbnail, the storage path of the equipment’s digital twin files and the attributes of the digital twin.

Equipment-related tasks: Displays all tasks related to the equipment for today or the past three days.

Settings

Account: Contains relevant information about the user’s FactVerse account, including username, mail, and enterprise.

Universal: Settings for render, language, location, and cache.

    • Render: Depending on the hardware capabilities and desired visual quality, you can adjust the rendering level on your own, choosing from 1 to 6 levels.
    • Language: The interface language can be switched between Simplified Chinese, English, Japanese, and Traditional Chinese.
    • Location: Determines the reference point for positioning during scenario playback, with options for Immediate and Initial. Immediate refers to positioning based on the current playback content, while Initial refers to positioning based on the initial playback content.
    • Cache: Click the Clear button to clear the cache.

About: You can upload logs and view the current version number of DataMesh Checklist.

Sign out: Click the button to sign out of DataMesh Checklist.

Click on any task card on the homepage, you can enter the task operation interface. In this interface, you can directly make records and mark equipment status.

Back button: Clicking the back button, you can return to the homepage.

The main interface’s title is composed of the task name and the device name, connected by a hyphen “-“.

Skip button : The skip button allows you to bypass inspecting the current device. The system will send a message to the task creator’s account and display a prompt: “Device XX is abnormal – XX task-XX device has been skipped.”

Step indicator: This shows the current step in the process. Clicking on an individual step tab grants you direct access to that step. A gray step tab indicates a step that has not been executed, blue signifies a completed step with a normal annotation, and red indicates a completed step with an abnormal mark.

Step list : This button expands or collapses the step list. If a step has not been executed, the preceding circle remains gray. After completing a step where the equipment is functioning normally, the circle turns blue. For steps completed with a equipment anomaly, the circle becomes red.

Record: You have the option to record via photo, video, or text. A blue-colored icon denotes a required option.

Equipment status mark: Clicking  indicates an equipment exception and allows you to select an exceptional equipment option. Clicking  signifies a normal equipment and enables you to choose a normal device option. Upon completion, the interface automatically progresses to the next step.

Note: When the following conditions coexist, it is required to make records to complete the step properly:

    • The device is abnormal, and the inspector marked it as such.
    • The step was designated as a required recording item when the task was created.

If the task is associated with a scenario, you can access the scenario operation interface by clicking on the scenario file in the resource section of the task operation interface. Users have the option to choose between 3D mode and MR mode when entering the scenario operation interface, with 3D being the default mode.

3D mode

Task operation area: In the scenario operation interface, the task operation area is a minimized pane of the task operation interface, making it convenient for users to record and mark the status of tasks while watching the scenario. For more information about the task operation area, please refer to the instructions in the Task operation interface.

Settings:

  • Universal: Depending on the hardware capabilities and desired visual quality, you can adjust the rendering level on your own, choosing from 1 to 6 levels. You can also switch the interface language between Simplified Chinese, English, Japanese, and Traditional Chinese.
  • About: You can upload logs and view the current software version.

Mode switch: Click this button  to play scenario in MR mode or 3D mode.

Fullscreen scenario playback: By clicking the button, you can initiate full-screen scenario playback. Clicking  will bring you back to the scenario operation interface.

Exit scenario mode: Click the button to exit scenario mode and return to Task operation interface.

Menu Bar:

    • Edit: Click the Edit button, you can enter the scenario editing interface. In the scenario editing interface, you can:

a). Adjust the scene: Click on a blank area of the scene and drag it to adjust its position. Using gestures, pinch or spread two fingers on the screen to zoom in or out on the scene. Alternatively, you can use the zoom in/out buttons on the right to adjust the scene’s scale.

b). Adjust the model: Click on a model or sub-model and drag it to reposition it. You can use gestures to zoom in or out on the model or use the zoom in/out buttons on the right to adjust its scale.

c). View properties: After selecting a model, clicking the button allows you to view its properties.

d). Exit: Clicking the button  exits the scenario editing interface.

    • List: Click the List button to expand the scenario scene list.
    • Stop: Click the Stop button to exit the scenario operation interface and return to the task operation interface.

Scenario scene pages: This area displays the range of scenario scene pages accessible in the current task step. You can click on a scene page number or swipe to switch between scenario scenes.

MR mode

Clicking the MR button  on the scenario operation interface switches to MR mode. In MR mode, the main interface of the scenario operation is as follows:

Task operation area: Same as the 3D mode.

Settings: Same as the 3D mode.

Mode switch: Same as the 3D mode.

Fullscreen scenario playback: Same as the 3D mode.

Exit scenario mode: Same as the 3D mode.

Menu bar: The menu bar includes Edit, Position, List, Display, and Stop.

    • Edit : Same as the 3D mode.
    • Position : Clicking the Position button enters the position mode. When switching to MR scenario mode, it defaults to entering the position mode first. Position mode is a mode within the MR scene for precise positioning of resources. It enables adjustments to the resource’s position, distance, height, and angle, ensuring that the resource is placed precisely where needed. Click the Position button to enter the position mode. Position mode is a mode for precise positioning of resources in the MR scene. It allows you to adjust the position, distance, height, and angle of resources to ensure they are placed where needed. When switching to MR scenario playback mode, it defaults to entering position mode. For more detailed information about position mode, please refer to DataMesh One User Manual.
    • List : Click the List button to expand the scenario scene list.
    • Display : Click Display to change the transparency of model.
    • Stop : Clicking Stop exits the scenario operation interface and returns to the task operation interface.

Scenario scene pages: Same as the 3D mode.

Log in

Server: The server that the enterprise account belongs to.

Private deployment icon : When logging in with a private deployment server for an enterprise account, you need to set a private deployment exclusive service code. Users can click on this icon to set the private deployment exclusive service code.

Settings: Includes general configuration options – Render and Language.

    • Render: Depending on the hardware capabilities and desired visual quality, you can adjust the rendering level on your own, choosing from 1 to 6 levels. A higher level means a better effect. A higher level indicates a better rendering effect.
    • Language: Interface language can be switched between Simplified Chinese, English, Japanese, and Traditional Chinese.

Third-party login: For more details, please refer to Third-party login.

Scan the code to log in: For more details, please refer to Scan the code to log in.

Regular login

On the login interface of DataMesh Checklist, use your FactVerse account and password to log in.

Steps

1. Open the DataMesh Checklist login page.

2. Select the Server that the enterprise belongs to. If your enterprise has deployed a private server, you must set an exclusive service code before logging in. The specific steps to set it up are as follows:

a). Click Private deployment icon .

b). In the Private Server dialog box, enter the enterprise’s private deployment exclusive service code.

c). Click Confirm to return to the login page. The server’s name on the login page will be displayed as the exclusive service code you have set.

3. Click the settings button  in the upper right corner to open the settings interface.

4. Click on the Universal option, choose Language, and adjust the Render level.

5. Click the back key < to return to the login interface.

6. Enter your FactVerse user account and password.

7. Click the Log in button.

a). If you belong to only one enterprise account, you will directly enter the main interface after successfully logging in.

b). If you have multiple enterprise accounts, a list of enterprise accounts will be displayed for you to choose from. Select the enterprise account you want to use, then click Next to complete the login.

Third-party login

DataMesh Checklist supports using Third-party login methods for logging in, using Microsoft’s identity and access management service Microsoft Entra ID to enhance the security of users when using FactVerse Services.

Steps

1. Open the Login interface of DataMesh Checklist.

2. Select the Server that the enterprise belongs to. If your enterprise has deployed a private server, you must set an exclusive service code before logging in. Please refer to Step 2 in the regular login process for specific setup steps.

3. Click the Microsoft icon and then enter your third-party account credentials for login.

Scan the code to log in

Using the Scan the code to log in feature provided by DataMesh FactVerse Services, quickly log in to your account on DataMesh Checklist.

Steps

1. Open the Login interface of DataMesh Checklist.

2. Select the Server that the enterprise belongs to. If your enterprise has deployed a private server, you must set an exclusive service code before logging in. Please refer to Step 2 in the regular login process for specific setup steps.

3. Click on the scan code icon , and a scanning frame will appear.

4. Log in to FactVerse Services, click on the username in the top navigation bar, and select Scan the code to log in in the account function menu.

5. The system will automatically generate a QR code that refreshes at intervals.

6. Use DataMesh Checklist to scan the QR code generated on the FactVerse Services platform in Step 5. After successfully scanning, a prompt window will appear.

7. In the Scan the code to log in confirmation window on the FactVerse Services platform, click Confirm to complete the login.

Preparation

System

Minimum configuration

Recommended configuration

iOS

Software: iOS 14.6

Hardware:

•     Chip: A11

•     RAM: 3GB

Software: iOS 15.1

Hardware:

•     Chip: M1

•     RAM: 8GB

Android

Software:

•     Android 10.0

•     Google ARCore

Hardware:

•     Chip: Qualcomm Snapdragon 865

•     RAM: 8GB

•     GPU:  Qualcomm Adreno650

Software:

•     Android 11.0

•     Google ARCore

Hardware:

•     Chip: Qualcomm Snapdragon 888

•     RAM: 8GB

•     GPU: Qualcomm Adreno660

HoloLens

HoloLens 2

Note: Currently, the testing devices primarily consist of iPads, as listed below. For other devices supported by MR modes, please refer to the list of Google ARCore Supporting Device.

ManufacturerDevice Mode
AppleiPad mini6
AppleiPad pro4
AppleiPad 6
MicrosoftHoloLens 2
Note: The hardware device list will continue to expand as adaptation/testing progresses.

To obtain access to FactVerse Services and use FactVerse Checklist, you must request permission from your enterprise administrator. The administrator will then assign appropriate permissions based on your role and requirements. This process ensures smooth access and usage of FactVerse Checklist and other related products and services.

Once granted the necessary permissions, you can log in and start utilizing FactVerse Checklist for your needs.

Workflow

The complete Checklist workflow requires collaboration with the FactVerse Services platform.

1. Business supervisors: leaders responsible for inspection and checklist tasks, such as team leaders.

1). First, create templates on the FactVerse Services platform.

2). Then create inspection plans and spot check tasks to complete configuration and management of equipment inspection.

For more details, please refer to Create inspection plans and spot check tasks.

2. Inspectors: Frontline staff responsible for inspecting equipment.

Inspectors use the Checklist to perform equipment inspections as required and execute tasks.

For more details, please refer to Execute inspection tasks.

3. Business supervisors or enterprise managers (managers other than business supervisors):

1). They can use the FactVerse service platform to view inspection records and equipment statistics, understand the overall status of equipment and tasks.

2). Provide task completion feedback through annotations.

3). They can also flexibly adjust personnel and tasks based on actual inspection situations.

For more details, please refer to View records and statistics.

Overview

The DataMesh Checklist is an out-of-the-box client product developed by DataMesh Company that can be used in conjunction with FactVerse Services. This application primarily targets frontline inspectors and business supervisors. It utilizes digital twin technology for devices and facilities, along with augmented reality (AR) devices, smartphones, and tablets, to inspect and maintain the status of equipment and facilities visually and systematically. It finds broad applications in scenarios like process guidance and operations supervision.

Through visual process presentation, real-time and historical data support, as well as convenient operations and cross-platform multi-device collaboration, DataMesh Checklist empowers frontline inspectors to perform tasks in a more intuitive, accurate, and convenient manner. Simultaneously, business supervisors can configure tasks according to standards, systematically view and manage the entire workflow, dynamically adjust personnel and tasks based on actual inspection situations, thereby achieving the goals of cost reduction and efficiency enhancement.

Typical use cases

The following are some examples of typical use cases for DataMesh Checklist:

Operations Supervision: Based on the digital twin of facilities and equipment, combined with AR devices, DataMesh Checklist conducts status checks and maintenance control on operational facilities and equipment. This ensures standardized and traceable workflow for operations, establishes a feedback loop between frontline workers and managers, and assists enterprise managers in making decisions, cost control, and risk management.

Process Guidance: In processes like inspections and assemblies, traditional paper-based guidance documents often lack the ability to dynamically acquire information and operate hands-free, thereby affecting the rapid response capability of frontline personnel. DataMesh Checklist helps users swiftly access device-oriented process guidance, while also providing historical work order records and current equipment status, thereby enhancing the speed and quality of task completion for frontline workers.

Concepts

The use of the Checklist involves the following related concepts. For better understanding and application, please refer to the following content.

Scene

A scene is a specific environment containing multiple elements, objects, or activities, used to fulfill particular functions, tasks, or processes. For example, a factory can be considered a scene. Within this factory scene, there may be various elements like equipment, machinery, workers, raw materials, etc. These elements collaborate to complete production tasks according to specific processes or business workflows. Factory scenes can include production lines, equipment operation zones, warehouses, offices, and other distinct areas, all collectively forming this specific production environment.

Patrol Inspections

Patrol inspection is a scheduled patrol to check the operational status of equipment, suitable for overall safety management of the entire plant. The purpose of patrol inspection is to ensure the proper operation of equipment, prevent potential issues, and promptly identify and address anomalies that could impact safety, performance, or functionality. Patrol inspection can cover a range of equipment types, such as mechanical, electrical, computer systems, buildings, and environmental facilities.

There are two common patrol inspection methods:

Inspecting various types of equipment using different templates: This inspection method involves multiple different types of equipment or systems. Inspectors will systematically and periodically inspect each piece of equipment according to a predetermined plan, specific order, and method. This ensures that all critical equipment receives proper attention to prevent potential issues.

Inspecting multiple identical equipment using the same template: This inspection method is primarily applied to identical types of equipment or systems, such as multiple machines of the same model in a factory. In this case, inspectors will follow a predetermined schedule to inspect all equipment using the same method. This helps maintain consistency in equipment and identify issues that may be common across multiple equipment.

Both inspection methods contribute to maintaining normal equipment operation, reducing downtime, improving production efficiency, and ensuring equipment safety and reliability. The choice of inspection method depends on specific circumstances, including equipment type, quantity, environmental requirements, and maintenance goals.

Spot Check

Spot check is a specialized, one-time inspection of key equipment, usually generated ad-hoc, without a periodic plan. The purpose of spot check is to identify potential issues, anomalies, or faults in equipment, enabling timely maintenance, repair, or replacement to ensure proper equipment operation and reliability.

Regular spot checks can identify potential issues early, prevent equipment breakdowns, reduce downtime, and lower production costs. Moreover, inspections contribute to maintaining equipment performance and lifespan, enhancing production efficiency, and ensuring safety.

Differences between equipment Patrol Inspection and Spot Check

Name

Spot Check

Patrol Inspection

Features

More detailed inspections for key equipment are conducted, including sampling checks, to supplement the patrol inspection findings.

Periodic inspections, with a larger volume and broader scope of coverage.

Cycle

Can set one-time inspection with no recurring period.

Cannot set one-time inspection.

Inspection of the same type of equipment

Multiple equipment can be selected in the same task, eventually dividing into multiple tasks, with each equipment corresponding to one task

Multiple equipment can be selected in the same task,  allowing inspecting multiple equipment within one task

Inspection of different types of equipment

Create tasks separately for each type of equipment

Multiple types of equipment (i.e., various inspection templates) can be selected within the same task.

Interaction position and assessment

When you have a DataMesh Learn license, you can use the interaction position and assessment features in DataMesh Studio to create training and assessment scenarios.

You can set up user interactions with the scenario by adding link actions or interaction position to characters, thus creating scenarios with assessment tasks and scoring. Through these interactive actions, users can complete assessment tasks, and their performance can be evaluated and assessed based on their actions.

Interaction positions

In DataMesh Studio, interaction positions are specific locations used to interact with roles. For example, by setting interaction positions, users can place a component inside another object, achieving the effect of assembly and splicing.

Add an interaction position

In DataMesh Studio, you can add interaction positions for models and tools, and configure relevant parameters to achieve precise interaction effects, such as initial position, target position, tolerance angle range, automatic attraction range, etc.

The steps to add interaction positions to roles are as follows:

1. Click on the role and click Enter Interactive Build in the attributes pane.

2. After entering the Interactive Build mode, the scene area will prompt “Entered interactive building mode”, and the selected model is highlighted with a blue outline box (distinguished from the model selection). Users can drag, rotate, and adjust the height of the model.

3. Users can set the interaction position in the attributes pane. For example, customize the interaction name, set the target position of the role, etc.

The Interaction pane is shown in the figure below:

    • Name: Customizable and editable.
    • Initial Position: Initial position and rotation angle of the role.
    • Target Location: The same precision as the initial position, customizable, and supports drag-and-drop. The position after dragging the model in the scene can be displayed in real-time.
    • Rotation Offset: Optional. When selected, an input box will pop up where you can set the rotation error angle. By clicking Confirm within a certain error range of the target rotation angle, automatic adsorption can occur. The range is customizable and can support up to four decimal places.
    • Automatic Adsorption Range: Optional. When selected, an input box will pop up where you can set the automatic adsorption range. After clicking Confirm within a certain range from the target position, automatic adsorption can occur. The range is customizable, with granularity measured in meters and can support up to four decimal places.

4. Click on the top corner of the Interaction pane, click YES in the popping up box to save the operation.

Check the interaction position list

Click on the scene area and then select the Interaction dropdown icon in the scene, all the position interaction within the scene will be shown in the attributes pane.

The interaction position list is arranged in ascending order of creation time, displaying interaction order, name, description, and operations.

Operations supported by the interaction position list:

1. Delete: Click the delete button to remove the interaction.

2. Move up or down: Click the move up or move down icons to change the order of interactions.

3. Edit: Click interaction name to enter interaction edition mode to edit the position interaction.

Task

A task refers to a specific objective or action set for users in a virtual reality scene. Tasks can be used to guide users to perform specific operations, learn specific knowledge or skills etc. in a virtual environment.

In DataMesh Studio, you can add tasks to the scenario and create a scenario with task scoring. Adding a task scoring feature to the scenario can help users with assessment and evaluation. By setting task scoring rules, evaluation criteria etc., the user’s performance can be quantified and evaluated, thereby improving the user’s learning and work effectiveness.

Create a task type

Steps for creating task types are as follows:

1. Click Assessment in the Menus and then select the Task option.

2. In the Task List, click Task Type Management to open the Task Type List.

3. In the Task Type List, click the Add button to open the Task Type window.

4. To create a task type, enter the task type name and set the parameters such as Color, Initial Score, and Whether to Participate in Scoring. After creating the task type, you can edit it in the task type management.

    • Type Name: The character limit is 18, with no restriction on character format.
    • Color: Click on the color to open the color options, the default color is red.
    • Initial Score: Customizable by the user, used as a base score.
    • Whether to Participate in Scoring: If this box is checked and a passing score is entered, this task type participates in scoring and has a corresponding passing score.

5. Click Confirm to complete the creation of the task type.

Create a task

The steps to create a new task are as follows:

1. Click Assessment in the Menus and then select the Task option.

2. In the Task List, click the Add button to open the Task Template window.

DataMesh Studio provides three task templates for you to select:

    • Page redirect score: A scoring task can be achieved through page jumping. For example, if the user clicks on the correct role, the page can navigate to the designated target scene and score points.

Interaction Score: A task type that involves user interaction with interactive roles. For example, moving a model to a specified location and scoring points when it is within the adsorption range.

Scenario play mode

The training and assessment scenario created by DataMesh Studio can be played back in a page-turning manner or through interactive actions such as links to jump to different scenes.

To modify the scenario playback mode, you can click on the scenario menu, select Modify Play Mode.

In the window of Modify Play Mode, check or uncheck Whether to turn pages. When this option is selected, the scenario in DataMesh Learn can be played back by clicking the page-turning button to jump to different scenes.

Example

Objective

The training instructor can use DataMesh Studio to create a scenario for assembling cable lines that includes task assessment and scoring.

Prerequisite

The cable line models (DianLanXian_A, DianLanXian_B, CRMA15_Xian) and the cable interface models (DianLanJieKou, CRMA16_JieKou) have been uploaded to the resource library of FactVerse Services.

Steps

1. Add the cable lines and the cable interface models to the scene.

2. Add interaction position for cable line DianLanXian_A.

a). Select the cable line “DianLanXian_A” in the role list and click the Enter Interactive Build button in the attributes pane.

b). In the Interaction pane, change the interaction Name to “Cable Line A Position Interaction”.

c). Move the cable line to the cable interface location in the scene and set the target position for the cable line.

d). In the Interaction pane of the attributes pane, set the Automatic Adsorption Range to “1” (unit: m).

e). Click x button to exit the Interactive Build mode, in the pop-up prompt box, click the Yes button to save the operation.

3. Add interaction position for cable line DianLanXian_B.

a). Select the cable line “DianLanXian_B” in the role list and click the Enter Interactive Build button in the attributes pane.

b). In the Interaction pane, change the interaction Name to “Cable Line B Position Interaction”.

c). Move the cable line to the cable interface location in the scene and set the target position for the cable line.

d). In the Interaction pane of the attributes pane, set the Automatic Adsorption Range to “1” (unit: m).

e). Click x button to exit the Interactive Build mode, in the pop-up prompt box, click the Yes button to save the operation.

4. Add position interaction for cable line CRMA15_Xian.

a). Select the cable line “CRMA15_Xian” in the role list and click the “Enter Interactive Build” button in the attributes pane.

b). In the Interaction pane, change the interaction Name to “Cable Line C Position Interaction”.

c). Move the cable line to the cable interface location in the scene and set the target position for the cable line.

d). In the Interaction pane of the attributes pane, set the Automatic Adsorption Range to “1” (unit: m).

e). Click button to exit the Interactive Build mode, in the pop-up prompt box, click the Yes button to save the operation.

5. Click on a blank area in the scene, and the attributes pane will display the list of interaction positions in the scene.

6. Create a task type.

a). Click on the Assessment menu in the Menus, and then select the Task option.

b). In the Task List of the attributes pane, click on the Task Type Management to open the Task Type List.

c). In the Task Type List, click the Add button to open the Task Type window.

d). In the Task Type window, enter the task Type Name as “Interaction” and select the necessary parameters such as Whether to Participate in Scoring and set pass score.

e). Click Confirm to complete the addition of the task type.

f). Click < to exit the Task Type List.

7. Create a new scoring task.

a). In the Task List pane, click the Add button.

2. In the Task Template window, select Interaction Score and click Confirm button.

c). In the Add task window, fill in Task name as “Assemble Cable Line with Cable Interface”.

d). Select Task type as “Interaction”.

e). Selection Interaction ID as “ID:2”.

f). Set Scoring rules as Result Score, Operation successful as + 20 scores.

g). Click the Confirm button to complete the addition of the task.

8. Click in the toolbar to view the real effect.

a). Click one interaction in the interaction list to display interaction effect.

b). Clickthe Complete button.

c). After demonstrating all the interactions, you can click the Skip button to enter the next scene.

9. Click Modify Play Mode in the Menus and uncheck the option Whether to turn pages.

10. Save the scenario with the name “Assembling Cable Lines”.

Learning Management

The Learning Management module in DataMesh FactVerse includes training group management, courseware management, training task management, and other functions, making it convenient for corporate trainers to carry out learning and training work. Users can manage training groups and courseware, assign training tasks, and view the completion status of training tasks.

    • Training group management: Users can create and manage different training groups, assign trainees and courseware, and easily organize and schedule training tasks.
    • Courseware management: Supports the creation of training courseware and the association of training materials (scenarios or scenes) to the courseware.
    • Scene role management: Supports creating and managing different roles for DataMesh Simulator training, corresponding to digital twins in the scene, such as operators, drivers, excavators, tower cranes, etc.
    • Individual performance: Displays each trainee’s progress and performance in training tasks, helping trainers track and evaluate trainees’ learning progress.
    • Overall performance: Provides overall performance statistics for each courseware, helping trainers gain a comprehensive understanding of the overall course mastery and training effectiveness.

The Training Group Management feature helps corporate trainers efficiently organize and manage training groups, enabling more effective allocation and management of training tasks.

Click on Learn Management > Training Group Management in the function navigation bar to enter the Training Group Management page.

The Training Group Management page includes the Serial No., Group name, Group type (Internal training group, temporary training group), Group mode(Training mode, Free mode), and Maximum members information.

Operations supported on the Training Group Management page:

    • Create a new group
    • View training group details
    • Delete a group
    • Fuzzy search: Enter characters and click search, search results are based on character relevance.
    • Page turning: Click the page-turning icon to flip left and right.

Create an internal training group

The internal training group is used for training users within the enterprise. The steps to create an internal training group are as follows:

1. On the Training Group Management page, click New to open the new group page.

2. In the New window, select the Internal training group and fill in the Group name, Maximum members, and other information.

    • Group type (required): Internal training group, temporary training group.
    • Group Mode (Required): It can be divided into Free mode and Task mode.
      • Free mode
        • Features: Trainees can freely choose courses and engage in targeted learning to improve learning efficiency.
        • Performance records: Scores in Free mode groups are not included in statistics or records.
        • Access permissions: Trainees do not need to be manually added; all users within the organization can access the group.
        • Location: In the training mode of DataMesh One, Free mode groups can be found under the Free Training module.
      • Task mode
        • Features: Trainees in Task mode groups can assess their skill proficiency through learning and examination tasks.
        • Performance records: Scores in Task Mode groups are recorded in both the client end and the FactVerse platform.
        • Access permissions: The trainer needs to manually add trainees; only members of the group can participate in learning and examination tasks.
        • Location: In the training mode of DataMesh One, Task mode groups can be found under the “My Tasks” module.
    • Group name (required): Must start or end with Chinese, Japanese, English or numbers, special symbols are not supported.
    • Cycle: The time period during which the group is active. Only groups within the valid period are displayed on the client.
    • Bind courseware: Bind the courseware that needs to be studied and assessed; multiple selections are allowed. By default, courseware is sorted according to the binding order, but users can adjust the courseware order on the group details page. This order determines the display sequence of the courseware in the client.
    • Maximum members (required): Positive integer between 1 and 400.
    • Group description: Text information within 300 characters.

3. Click the Confirm button to complete the creation of an internal training group.

Create a temporary training group

Temporary training groups are used for learning or exam tasks organized by external personnel of the enterprise. The steps to create a temporary training group are as follows:

1. On the Training Group Management page, click New to open the new group page.

2. In the New window, select the Temporary training group and fill in the group information. Note: The group mode for temporary groups is Task mode only.

3. Click the Confirm button to complete the creation of an internal training group.

Manage group members in task mode

When the training group is set to Task mode, the trainer can manage group members to ensure that the designated training tasks are assigned to the appropriate members. Below are the specific steps:

1. On the Training Group Management page, click the details button for the training group to open the group details page.

2. Add group members: In the User section, click to add group members.

    • Internal training group members: Use the organization’s FactVerse account.
    • Temporary Training Group Members: Requires entering the trainee’s account and trainee ID (8-11 digits).

3. Remove group members: Click the delete button to remove members who are no longer needed.

4. Edit temporary group member information: Supports editing the information of members in temporary training groups to ensure accurate member information.

Manage training group courseware

Managing training group courseware helps trainers efficiently organize and arrange training content. The specific steps are as follows:

1. On the Training Group Management page, click the details button for the training group to open the group details page.

2. Courseware operations:

a) Add courseware: Click the add button in the courseware section to add more courseware.
b) Adjust courseware order:
• Use the up and down arrows to adjust the courseware order.
• Use the drag icon to move the courseware to a specified position.
c) Delete courseware: Click the delete button to remove unwanted courseware.

Use QR code of temporary training group

On the details page of the temporary training group, you can find a QR code that facilitates the login for members to engage in learning and training tasks.

To log in using the QR code:

1. After creating the temporary training group, the training instructor can add members to the group.

2. In the upper right corner of the basic information section on the details page of the temporary training group, click the QR code icon to open the QR code for that group.

3. Share the QR code along with the corresponding student account and student ID (8-11 digit number) with the members.

4. Members can scan the QR code on DataMesh One to access the external login interface.

5. By logging in with their student account and student ID for that training group, they can access the learning and training content related to the group.

Delete a Group

On the Training Group Management page, click the delete button  to delete the training group.

Note: The group cannot be deleted when the group-bound task is in progress.

Edit basic information

You can edit the basic information of the training group, including the name, cover, maximum numbers, cycle, and description, by following these steps.

1. On the Training Group Management page, click the detail button of the training group you want to edit to open the Training Group Details page.

2. Click the edit button  next to Basic Information.

3. Fill in the basic information about the training group in the Edit window.

4. Click Confirm to complete the editing of the training group’s basic information.

Select Learning Management > Courseware Management in the function navigation bar to enter the Courseware Management page.

The Courseware Management page provides comprehensive management of courseware, helping trainers efficiently organize and maintain training content. The page includes the following information: Serial No., Courseware name, Courseware type, Creation time and Creator.

The page supports the following operations:

    • Create new courseware
    • View courseware details
    • Edit courseware
    • Delete courseware
    • Fuzzy Search
    • Page turning

Create new courseware

The steps to create a new scenario courseware are as follows:

1. On the Courseware Management page, click the New button to open the New courseware window.

    • Cover: Click + to select a local picture as the courseware cover.
    • Courseware type(required):
      • Scenario: Scenario courseware produced by DataMesh Studio, used for training on the DataMesh One platform.
      • Scene: Scene courseware created by FactVerse Designer, used for training on the DataMesh Simulator platform.
    • Courseware name (required): The limit number of characters is 30, must start or end with Chinese, Japanese, English characters or numbers and special characters are not supported.
    • Bind resources (required): Select the scenario or scene that needs to be bound based on the courseware type.
    • Courseware duration: Learners must complete assessments within the specified time limit for the courseware. If the time limit is exceeded, they will be forcibly logged out.

2. Select the courseware type, enter the courseware name, and bind the required scenario or scene for the courseware.

3. Click Confirm to complete the creation of the courseware.

Edit courseware basic information

1. On the Courseware Management page, click the detail button of courseware to open the detail window.

2. Click the edit button in the upper right corner of the basic information section to edit the courseware.

3. In the editing window, you can modify the courseware name, rebind the scenario or scene, and change the courseware duration.

The Scene Role Management function supports the creation and management of different roles for training in the DataMesh Simulator, where scene courseware produced by FactVerse Designer is used. This courseware includes various digital twins, such as excavators, tower cranes, and workers. The roles in scene role management correspond to the digital twins in the scenes. Training instructors can create various roles on the FactVerse platform based on different scenes.

You can select Learning Management > Scene Role Management in the functional module navigation bar to enter the Scene role management page.

The page supports the following operations:

    • Create new scene roles
    • Edit new scene roles
    • Delete new scene roles
    • Fuzzy search
    • page turning

Create a scene role

The steps to create a new scene role are as follows:

1. On the Scene Role Management page, click the New button to open the creation page.

2. On the New page, enter the scene role name.

3. Select an equipment model (optional): In the DataMesh Simulator, courseware must match the equipment model. Therefore, when creating a role for a licensed equipment digital twin, you need to select the equipment model to bind it to the corresponding equipment license.

4. Click Confirm to complete the role creation.

Individual Performance

The Individual Performance module records each student’s exam scores on an individual basis. Through the Individual Performance module, training instructors can gain insights into each student’s exam performance from multiple perspectives and provide targeted improvement plans for individuals.

You can select Learning Management > Individual Performance in the functional module navigation bar to enter the Individual Performance page.

The page supports the following operations:

    • View individual performance details
    • Invalidate personal scores
    • Download the statistics table
    • Fuzzy search
    • Page navigation

Individual performance details

Click the Details button on the Individual Performance page to access the individual performance details page.

The individual performance page is mainly divided into three sections:

1. Data report

The Data Report reflects the students’ overall exam performance. For example, the Pass Rate chart below shows that this student’s total study time was 13 minutes, with a pass rate of 67%. In the student’s Distribution of individual scores chart, the student had scores below 60 once and scores between 61 and 70 twice.

2. Error statistics table

The error statistics table can help identify the student’s weak areas, allowing for the creation of a targeted study plan.

3. Grade list

The grade list records and tracks each exam taken by students, helping to understand their learning outcomes.

Invalidate scores

Training instructors can invalidate a student’s entire exam record or individual exam scores. After invalidating scores, the student can retake the exam.

Invalidate all scores

On the Individual performance page, click the ‘Invalidate’ button to invalidate all of the student’s scores.

Invalidate specific score

On the individual performance details page, click the ‘Invalidate’ button next to an individual score in the grade list to invalidate that specific score.

Download statistics table

On the individual performance page and the score breakdown page, training instructors can download the student’s overall learning report, error statistics report, and learning performance report.

Download overall learning report: On the individual performance page, click the ‘Download’ button to download the individual performance report for all students.

Download personal error statistics table: On the individual score breakdown page, in the error statistics report section, click the ‘Download’ button to download the personal error statistics report.

Download personal grade list: On the personal score breakdown page, in the grade list section, click the ‘Download’ button to download the personal grade list.

Overall Performance

Overall Performance records the exam scores of all students within each courseware unit. Through the Overall Performance module, trainers can understand the overall learning effectiveness of the students for the courseware, allowing them to make adjustments to improve students’ grasp of the course content.

You can access the Overall Performance page by selecting Learning Management > Overall Performance from the functional module navigation bar.

Supported operations on the page:

    • View overall performance details
    • Download the statistics table
    • Fuzzy search
    • Page navigation

Overall performance details

Click the Details button on the Overall Performance page to enter the Overall Performance Details page.

The Overall Performance Details page is divided into two main sections:

1. Detail list

The Details List records each assessment of the students and summarizes the overall learning effectiveness of the courseware for all students.

2. Data Reports

The Data Reports section reflects the overall learning outcomes of the courseware. For example, the average score chart below shows that the overall average score for the courseware is 66. The pass rate chart shows a pass rate of 75%. In the distribution of individual student scores, there are 1 instance where scores were below 60, and 3 instances where scores were between 61 and 70.

Download statistics table

On the overall performance page and the score details page, training instructors can download the assessment report and details list for the courseware.

Download the courseware assessment list: On the overall performance page, click the download button to download the assessment report for all courseware.

Download the assessment score details list for courseware: On the details page of the overall performance for courseware, click the download button to download the assessment score details list for that specific courseware.

Example 1: Creating an Internal Training Task Using Scenario Courseware

The basic process for creating an internal training task using scenario courseware is as follows:

Specific steps are as follows:

1. Instructor edits and uploads the scenario: The instructor uses DataMesh Studio to edit and upload the scenario with assessment tasks. For detailed operations, refer to the Assessment section in the DataMesh Studio User Manual.

2. Instructor creates the courseware:

a) The instructor logs into the FactVerse platform.
b) On the Courseware Management page, click the New button to open the new courseware window.
c) In the new courseware window, select the courseware type as “Scenario,” enter the courseware name, and bind the scenario uploaded in Step 1.

3. Instructor creates an internal group:

a) On the Training Group Management page of the FactVerse platform, click the New button.
b) In the New window, select “Internal Training Group” for the Group type, choose “Task Mode” for the group mode, and enter the group name, maximum number of members, set the cycle, and bind the courseware.

c) Open the details page of the newly created group, and click the Add button in the members section to open the select users window.
d) In the Select Users window, select departments and users.

4. Learners complete learning and assessment tasks:

Learners log into DataMesh One’s training mode and complete the learning and assessment tasks. For detailed operations, refer to the Training Mode section in the DataMesh One User Manual.

5. View scores:

The instructor logs into FactVerse, goes to the personal performance and overall performance modules, and views the individual and course-wide exam results of the students.

Example 2: Creating an internal training task using scene courseware

The basic process for creating an internal training task using scene courseware is as follows:

Specific steps are as follows:

1. Instructor creates roles:

a) Instructor logs in to the FactVerse platform.
b) On the Scene Role Management page, click the New button to open the new role window.
c) In the new role window, enter the role name and select the model type.

2. Instructor edits and uploads scene files:

The instructor logs into FactVerse Designer and binds the roles created in Step 1 with the digital twins in the scene. After editing the scene, save and upload it to the FactVerse platform.

3. Instructor creates courseware:

a) On the Courseware Management page of the FactVerse platform, click the New button to open the new courseware window.
b) In the new courseware window, select “Scene” as the courseware type, enter the courseware name, and bind the scene uploaded in Step 2.

4. Instructor creates an internal training group

a) Open the Training Group Management page, and click the New button.
b) In the new window, select “Internal Training Group” for the group type, choose “Task Mode” for the group mode, and enter the group name, maximum number of members, set the cycle, and bind the courseware created in Step 3.

c) Open the details page of the newly created group, and click the Add button in the members section to open the Add Members window.
d) In the Add Members window, select departments and users.

5. Learners complete learning and assessment tasks on the Simulator.

6. View scores:

The instructor logs into the FactVerse platform, navigates to the Individual Performance and Overall Performance modules, and views the individual and course-wide exam results of the students.

Training process

Training preparation

Creating task assessment scenarios

Training instructors use DataMesh Studio to create scenarios with task assessments. The following is the basic process for creating scenarios with task assessments:

1. Upload the required resources for scenario creation (e.g., models, images, PDF files, etc.) to the resource library of the FactVerse Services.

2. Log in to DataMesh Studio.

3. Add the necessary resources, such as models, to the scene.

4. Add linking actions or interactive positions to the roles.

5. Create assessment tasks, set scores for tasks, and bind interactive actions.

6. Set the scenario playback mode to page flipping.

For more information about creating assessment scenarios with task assessments, you can refer to the assessment section in the DataMesh Studio user manual.

Training management

Training instructors need to perform the following training management tasks in the Learning Management module on the DataMesh FactVerse Services platform:

1. Create training groups

    • In the Learning Management module on the DataMesh FactVerse Services platform, create internal training groups or temporary training groups and add learners to these groups. For more information, please refer to the section on creating internal training groups in the DataMesh FactVerse Services User Manual.
    • Members of internal training groups need to be associated with FactVerse accounts, while members of temporary training groups only need to provide their names and phone numbers. For more information, please refer to the section on creating temporary training groups in the DataMesh FactVerse Services User Manual.

2. Create courseware

Training instructors need to create training courseware and bind task assessment scenarios in the Learning Management module on the DataMesh FactVerse Services platform to provide learning resources for training content. For more information, please refer to the section on creating courseware in the DataMesh FactVerse Services User Manual.

3. Create learning tasks

In the Learning Management module on the DataMesh FactVerse Services platform, set up learning tasks for the previously created training groups to guide learners in their learning and training. For more information, please refer to the section on creating tasks in the DataMesh FactVerse Services User Manual.

4. Create exam tasks

In the Learning Management module on the DataMesh FactVerse Services platform, create exam tasks for training groups to assess and evaluate learners. For more information, please refer to the section on creating tasks in the DataMesh FactVerse Services User Manual.

Complete learning tasks

Trainees in the training group complete learning tasks on DataMesh Learn. These tasks must be completed within the task’s validity period. The specific steps for completing a learning task are as follows:

1. Log in to DataMesh Learn.

2. Click on My Tasks, select the learning task you want to complete, and enter the details page for that task.

3. Once you are on the task details page, you will see the model in the courseware, waiting for its position to be adjusted. Click the Play button to enter the gaze mode.
4. Move your mobile device’s camera to recognize the surrounding environment.

5. After recognizing a flat surface, tap on an empty area on the screen to quickly place the model on the recognized surface.

6. Position Adjustment: After placing the model, enter the position adjustment mode. You can adjust the model’s position using the joystick, QR code positioning, or by reselecting the gaze mode. The joystick adjustment, QR code positioning, and gaze mode functions in DataMesh Learn are the same as those in DataMesh One. For more information, please refer to the DataMesh One 6.0 User Manual.

7. Adjust Translation and Rotation Accuracy (Optional): If you need to fine-tune the translation and rotation accuracy, you can open the additional options panel by clicking the button  on the side of the position adjustment interface. Then, click the adjustment function button  to enter the Set click accuracy window for corresponding adjustments.

8. After completing the position adjustment, click the Complete button to start playing the scene.
9. You can play the next scene by using the switch scene arrows.

10. When there are interactive tasks within the scene, after all roles in the scene have finished playing, the Show and Skip buttons will appear at the bottom of the page.

11. Click the Show button to observe the correct interaction of the model.

12. Click on the model you want to interact with in the scene; the selected model will be surrounded by a blue highlighted outline.

13. According to the task requirements, move the model to the designated area or rotate the model. If the model is within the automatic adsorption range and rotation angle error, it will automatically move to the correct position and rotate to the correct angle. Note: The interactive behavior in this scene does not affect the roles in the next scene.

14. Click Confirm after completing an action. Note: If there are multiple interactive actions in the scene, you need to click Confirm after completing each action for the scoring to take effect.

15. After completing all interactive actions in the current scene, click the switch scene arrow to continue playing the next scene.

16. After all scenes have been played, the message “The Task is over” will be displayed.

17. Click the Next button to display the score results.

18. Click the Next button to exit the learning task.
19. Click Career Tracking to view learning records.

Complete exam tasks

Trainees in the training group complete exam tasks on DataMesh Learn. These tasks must be completed within the task’s validity period. The specific steps for completing an exam task are as follows:

1. Log in to DataMesh Learn.
2. Click on the exam task you want to complete in My Task and enter the details page for that exam task.

3. Once you are on the exam task details page, you will see the model in the courseware, waiting for its position to be adjusted. Click the Play button to enter the gaze mode.
4. Move your mobile device’s camera to recognize the surrounding environment.

5. After recognizing a flat surface, tap on an empty area on the screen to quickly place the model on the recognized surface.

6. Adjust Position: After placing the model, enter the position adjustment mode. You can adjust the model’s position using the joystick, QR code positioning, or by reselecting the gaze mode. The joystick adjustment, QR code positioning, and gaze mode functions in DataMesh Learn are the same as those in DataMesh One. For more information, please refer to the DataMesh One 6.0 User Manual.
7. Adjust Translation and Rotation Accuracy (Optional): If you need to fine-tune the translation and rotation accuracy, you can open the additional options panel by clicking the button on the side of the position adjustment interface. Then, click the adjustment function button to enter the Set click accuracy window for corresponding adjustments.

8. After completing the position adjustment, click the Complete button to start playing the scene.
9. You can play the next scene by using the switch scene arrows.

10. When there are interactive tasks within the scene, after all roles in the scene have finished playing, enter the interactive mode.

11. Click on the model you want to interact with in the scene; the selected model will be surrounded by a blue highlighted outline.

12. According to the task requirements, move the model to the designated area or rotate the model. If the model is within the automatic adsorption range and rotation angle error, it will automatically move to the correct position and rotate to the correct angle. Note: The interactive behavior in this scene does not affect the roles in the next scene.

13. Click Confirm after completing an action. Note: If there are multiple interactive actions in the scene, you need to click Confirm after completing each action.
14. After completing all interactive actions in the current scene, click the switch scene arrow to continue playing the next scene.

15. After all scenes have been played, the message “The Task is over” will be displayed.

16. Click the Next button to display the exam score results.

17. Click the Next button to display whether the exam has been passed.

18. Click the Exit button to finish the exam task.

19. Click Career Tracking to view exam records.