Site	The site to which this analysis type applies.

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Team member options

Filter for selecting employees to be available as team members on the analysis type’s site.

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MTA2	If selected, the analysis type can be used with maintenance task analyses (MTA2).

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RCM2	If selected, the analysis type can be used with RCM2 analyses.

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RBI	If selected, the analysis type can be used with risk-based inspection analyses.

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CPR	If selected, the analysis type can be used with current practice reviews.

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SIF	If selected, the analysis type can be used with safety instrumented function analyses.

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HAZOP

If selected, the analysis type can be used with HAZOP analyses.

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Prioritization analysis

If selected, the analysis type can be used with asset prioritization analyses.

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Condition analysis

If selected, the analysis type can be used with asset condition analyses.

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Sites where this analysis is available for use on copies

Specify where analyses and templates that are created at this site are available for use. You can choose: • All sites • This site only • This site and its descendants only • Not available at any site

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Analysis title

By default, APM automatically generates the title of an analysis based on the asset type, asset name, and analysis type, for example, “System - Water & Steam System - MTA2”. These are the options for generating analysis titles: • APM automatically provides the title of the analysis (default) • APM sets the title only if it is blank when the asset is assigned to the analysis • The title is always set manually

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Include descendant assets from the following hierarchy

The analysis asset’s descendants in the selected hierarchy are added to analyses. When this option is selected, it sets the default selection when assets are added to analyses of this type.

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Hierarchy to use

The analysis asset’s descendants in the selected hierarchy are added to analyses. When this option is selected, it sets the default selection when assets are added to analyses of this type.

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Allow the scope of the analysis to be defined by asset

Select this option to allow the analysis scope to be defined on its assets. In some cases, assets are large enough to warrant separate analyses for different sections. For example, when the top portion of a large vessel contains gas and the bottom holds liquid, separate analyses are needed to define and respond to different failure modes and effects. In the Strategy Development Analysis window, the analyst can provide a description of the scope covered by the analysis. The same asset can be added to the analysis as many times as required.

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Creation

Status applied when a study, analysis, or failure mode of this type is created. The status is applied to new definitions and versions.

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Sent for approval

Status applied when an analysis or failure mode of this type is sent for approval.

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Redrafted

Status applied when an analysis or failure mode of this type is redrafted. Typically, an object is redrafted when an approval request has been rejected or if you wish to make changes before it is approved. Redrafting cancels any approval request and removes it from the approver’s list of active documents to be approved. When the object is revised, it must follow the approval process from the beginning.

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Approved

Status applied when an analysis or failure mode of this type is either approved (if approval is required) or the draft version is accepted.

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Rejected

Status applied when an analysis or failure mode of this type is rejected during the approval process.

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Failure mode versioning

When versioning is supported, the analysis team can create a new version of the failure mode.

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SIF and HAZOP implementation method

By default, the results of a SIF or HAZOP failure mode can be implemented with both provisions and action plans. Alternatively, you can specify that only provisions or action plans are available.

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Supports extended effects

When extended effects are supported, four separate effects statements can be entered for each failure mode: • Local effect on the specific equipment • Intermediate effect on a higher level equipment or asset • End effect on the asset or system being analyzed • Worst-case effects

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Default failure effect text

Text that automatically appears in the Failure Effects box of new failure modes. The user can change the text as needed.

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Default task text

Text that automatically appears in the Task box of new action plans. The user can change the text as needed.

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Limit units of measure to units in the time category

Select this option to restrict PF intervals, failure-finding intervals, and Useful Life values to measures of time (hours, days, weeks, and so on). Otherwise, these values can use other units of measure, for example, cycles, operating hours, or kilometers.

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Complete the RCM2 evaluation based on the risk evaluation

When the analysis team performs risk analysis, APM updates the RCM2 evaluation accordingly. Note: The RCM2 evaluation always needs to be reviewed to ensure that it is complete.

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Default interval parameters

Default interval parameters to be available in the Calculate Failure-Finding Interval dialog, for example, “Months and days” for use with the Optimal cost formula.

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Default FFI Formula

Default failure-finding formula to be selected in the Calculate Failure-Finding Interval dialog.

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Failure mode creation based on asset type

The library failure mode’s Usage options specify the appropriate asset types for the entry. This means that when a library failure mode is added to an RBI analysis, it is assigned to analysis assets of the specified type(s).

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Damage mechanism library usage

When Only entries in the usage groups selected below are available is selected, failure modes can be based on library entries assigned the specified usage groups. This means that, when you browse for library entries to add to an RBI analysis, entries with the selected usage groups are included in the list to select from. Usage groups that are not selected are not included in the list.

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Include library entries not assigned to a usage group

This option can be selected when Only entries in the usage groups selected below are available is selected. When you browse for library failure modes to add to an RBI analysis, entries that are not assigned to a usage group are included in the list to select from.

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Degradation rate selection policy

Because multiple rates can be calculated, this policy determines how the rate to use is selected. The options are: • The selected rate is fixed – the rate is always set manually • The selected rate is variable – the rate is set automatically whenever rates are calculated. Choose the auto-selection policy.

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Degradation rate auto-selection policy

If the policy setting is “variable”, the auto-selection policy determines whether the fastest or slowest rate of degradation is selected.

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Only consider actual rates

If the policy setting is “variable”, this option determines if only actual rates are used. This means that the design degradation rate on the asset is not considered.

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Include economic impact for economic effects when economic evaluation is not performed

When the analyst clicks one of the economic impact buttons on the risk matrix, that severity’s economic impact amount is used in the avoidance savings calculation. The amount is shown on the failure mode’s Failure Data tab. However, if the analyst uses the Economic Evaluation Questionnaire, the results of the evaluation is used.

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Include economic impact value for health and safety effects

When the analysis team performs a criticality analysis, the selected Health and Safety severity’s economic impact amount is included when the failure mode’s avoidance savings is calculated. The amount is shown on the failure mode’s Failure Data tab.

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Include economic impact value for environmental effects

When the analysis team performs a criticality analysis, the selected Environmental severity’s economic impact amount is included when the failure mode’s avoidance savings is calculated. The amount is shown on the failure mode’s Failure Data tab.

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Include economic impact value for reputation effects

When the analysis team performs a criticality analysis, the selected Reputation severity’s economic impact amount is included when the failure mode’s avoidance savings is calculated. The amount is shown on the failure mode’s Failure Data tab.

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Maintenance efficiency index (MEI) options

If the maintenance efficiency index is used, select Supported.

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MEI calculation

Select the source of the calculation: • Use the standard APM calculation – The calculation supplied by APM • Use this calculation – Select the custom calculation from the list

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MEI calculation

Custom calculation used to determine the maintenance efficiency index.

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Savings and costs period

The period (for example, 1.000 year) to use when calculating costs, including avoidance savings.

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MEI threshold

If the feasibility analysis results in a maintenance efficiency index (MEI) that is equal to or greater than the threshold, the task is justified. If the MEI is less than the threshold, the task is not justified.

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Minimum MEI

Minimum MEI value. If the calculation results in a value lower than the minimum, the minimum value is used. For example, set this option to 0.00 if negative values are not supported.

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Minimum MEI

Minimum MEI values are supported.

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Override reason is required

If selected, this option requires that users select a reason when they override a feasibility assessment.

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Inspection task indicators

Specify whether indicators on the action plan are automatically added to its inspection task. You can choose one of the following: • Do not automatically add indicators • Automatically add indicators – when an inspection task is added, indicators currently on the action plan are added to the standard task, if they are not there already. When indicators are subsequently added to the action plan, they are automatically added to the task.

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Activate indicators that are currently inactive for collection

When an existing standard task is selected as the inspection task, its indicators are checked when it is added to the action plan. If collection has been deactivated for any of the indicators, they are activated.

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Update indicator next collection date with failure mode’s next inspection date

When developing a failure mode on an RBI analysis, you can calculate the next inspection date and then update the indicators’ next reading dates. Indicators are updated when the action plan is marked “Facilitation Complete”. On the indicator, “Collection due” is set to the failure mode’s next inspection date. The Next reading date source box displays “Failure mode analysis”.

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Indicators created from a template

Specify where an indicator that is created from an indicator template will get its search values: • From the indicator template • From the maintenance action plan • From the action plan only when the template does not supply a value

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Asset indicators identified on an action plan

For existing indicators that are added to action plans, specify whether or not the indicator will be updated with the action plan’s values. You can choose: • Not to update the indicator • To have the action plan values copied to the indicator • To have action plan values copied to the indicator only for values that are blank in the template

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Indicator states failure values for indicators created on an action plan from an indicator template

Specify where an indicator created from a template gets its failure-tracking values. You can choose one of the following: • Use the values from the indicator template • Use the values from the action plan • Use the values from the action plan if those from the template are blank

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Indicator states failure values for existing asset indicators identified on an action plan

For existing indicators that are identified on action plans, specify where the indicator gets its failure-tracking values. You can choose one of the following: • Use the values from the indicator • Use the values from the action plan • Use the values from the action plan if those from the indicator are blank

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Default asset to use on barriers created from a failure mode

Specify the default asset used when a barrier is created from a failure mode. You can choose one of the following: • Failure mode asset – the barrier is assigned to the asset on the failure mode by default • Primary asset – the barrier is assigned to the primary asset on the analysis by default

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Failure mode optimization is supported

When this option is selected, the Optimization view is available in the analysis window. Using the integration functionality in APM, you can export failure modes from MTA2 and RCM2 analyses to the Isograph® Availability Workbench (AWB), where you can analyze and optimize the data. You can then import optimization results into the APM analysis, review the recommendations in the Optimization view, and make appropriate changes to the action plans. Note: Before you can export failure modes, you must have installed the Availability Workbench. The Reliability Strategy Development and Implementation and Performance Management modules must be active on the sites where you want to use the functionality.

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Description and notes sidebar

Hide or show the Analysis note and Evaluation comments areas in the Maintenance Action Plan window. Tip: The analyst can add information to the Analysis Note and Evaluation Note tabs located in the Details view, if available.

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MTA - Risk analysis process

The choices are: • Use evaluation forms – The analysis team uses wizards to evaluate the probability of failure, economic consequences, health and safety consequences, environmental consequences, and confidence factors. APM then calculates the risk and shows it in the risk matrix. This process is commonly used with RBI analyses. • Use weighted severity and relative risk – The analyst assesses the severity of economic, health and safety, and environmental consequences, assigning a number (weighting) to each factor. The analyst also enters the probability of failure and the confidence factor. APM then calculates the relative risk and shows it in the risk matrix. • Not performed – No risk analysis is performed.

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Moved to history

Status applied when a failure mode of this type moves to history. This occurs when a draft version is promoted and becomes the new current version.

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Keep an audit report of closed strategy development analyses

If selected, an audit report can be created for the strategy development analysis when the analysis is marked “Closed”. A report format and report type must be selected. The report appears in the Strategy Development Analysis window, in the History view, Analysis Audit Info tab, By Event tab.

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Report format

Format in which the audit report is created when the strategy development analysis is marked “Closed”. Options are: • Comma-Separated Values (*.csv) • Hypertext Markup Language (*.html) • Microsoft Excel (*.xls) • Plain Text (*.txt) • Portable Document Format (*.PDF) • Rich Text (*.rtf) • Tagged Image File (*.tif)

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MTA2	Type of MTA2 report to be created and added to the History view, Analysis Audit Info tab when the MTA2 is marked “Closed”.

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MTA2 template

Type of MTA2 report to be created and added to the History view, Analysis Audit Info tab when the MTA2 template is marked “Closed”.

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RCM2	Type of RCM2 report to be created and added to the History view, Analysis Audit Info tab when the RCM2 analysis is marked “Closed”.

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RCM2 template

Type of RCM2 report to be created and added to the History view, Analysis Audit Info tab when the RCM2 template is marked “Closed”.

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CPR	Type of CPR report to be created and added to the History view, Analysis Audit Info tab when the current practice review is marked “Closed”.

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RBI	Type of RBI report to be created and added to the History view, Analysis Audit Info tab when the risk-based inspection analysis is marked “Closed”.

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SIF	Type of SIF report to be created and added to the History view, Analysis Audit Info tab when the analysis is marked “Closed”.

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SIF template

Type of SIF report to be created and added to the History view, Analysis Audit Info tab when the analysis is marked “Closed”.

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HAZOP

Type of report to be created and added to the History view, Analysis Audit Info tab when the HAZOP analysis is marked “Closed”.

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HAZOP template

Type of report to be created and added to the History view, Analysis Audit Info tab when the HAZOP template is marked “Closed”.

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Design FMECA

Type of report to be created and added to the History view, Analysis Audit Info tab when the design FMECA is marked “Closed”.

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Rule set

Rule sets determine the rule clauses that are used to calculate the asset’s consequence priority (in asset prioritization analysis) or condition (in asset condition analysis).

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Analysis results applied to

Determines which assets are updated when the analysis results are applied. The options are: • The analyzed asset only – Only the assets included in the current analysis have their consequence priority numbers or conditions updated • The analyzed assets and assets in the same branch of the hierarchy – Only the assets included in the analysis and their descendants and ancestors in the hierarchy are updated • The analyzed asset and assets above it – Only the assets included in the analysis and their ancestors in the hierarchy are updated • The analyzed asset and assets below it – Only the assets included in the analysis and their descendants in the hierarchy are updated

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Update previously analyzed assets

If this option is selected, previously analyzed assets are updated when the results of the current analysis are applied. This option takes into account the selected Analysis results apply to option. For example, if descendant assets are to be updated and Update previously is selected, all assets below the analysis asset in the hierarchy are updated, whether they have been analyzed separately or not. If Update previously is not selected, descendant assets are updated until the system identifies an asset that has been analyzed separately. At that point, the update process stops.

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Analysis method

Analysis methods are: • Select from a list of probabilities – When performing the prioritization analysis, you can select one of the failure probabilities defined for the enterprise • Probability criterion analysis – Perform a probability analysis when performing an asset prioritization analysis

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Selection policy

Options are: • Highest ranking – Of the examples that the user chooses during the analysis, the one with the highest score is selected. The score is matched to a probability of failure • Sum of selections – The scores for the chosen examples are added together and the probability closest to, but not less than, the sum is selected • Lowest ranking – Of the examples the user chooses during the analysis, the one with the lowest score is selected. The score is matched to a probability of failure • Probability criteria matrix – The selected matrix is used to determine the probability of failure

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Probability criteria matrix

Each matrix can have up to eight criteria. When you generate entries for the matrix, APM creates an entry for each combination of criterion and example.

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Approvals are supported for analyses of this type

Analyses of this type are sent for formal approval. Employees designated as approvers review the draft in turn and approve, reject, or forward the request.

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Description

The description of the item. You can use this box to include any additional details.