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Introduction to Asset Condition Analysis

Asset condition analysis (ACA) allows you to assess the current state of assets, typically to determine at what intervals assets are to be repaired or replaced, based on your organization’s criteria. For example, criteria could include availability of parts and software, and frequency and effort of maintenance. The second part of the process is planning restoration spending using an asset restoration plan (ARP).

The condition of each asset is determined by assessing it against a set of analysis criteria. After you have selected a value for each criterion, APM calculates the asset’s score and determines its condition value. When all of the analysis assets have been assessed, you can apply the results to the assets, as well as to related assets, if appropriate. The Asset window displays the asset’s condition in the Properties view, General tab.

The ACA functionality includes:

•	Flexible set of user-defined analysis criteria

•	Powerful user-defined rules that determine the asset’s condition based on the selections for the criteria

•	Ability to define selection criteria and rules for different families of assets. For example, separate criteria could be defined for control systems, IT equipment, and general equipment

•	Ability to apply different selection criteria and rules based on the site where the asset is located

•	Ability to analyze assets on a regular basis, for example, yearly. The new analysis can start with the results from the previous year or start from scratch

Asset condition analysis is included in the Asset Health application module. You can view and create analyses on the site’s Asset Health view, Asset Condition tab.

For information about restoration planning, see Introduction to Asset Restoration Plans.

Setting up APM for ACA

Before you begin analyzing assets, your APM environment must be set up to accommodate asset condition analysis. In APM, you can define rule sets, analysis criteria, asset conditions, analysis types, the priority and condition matrix and groups, and checklist items. You will find these objects in the site’s Asset Health view, Settings tab, Asset Condition tab.

Rule Sets

If you wish to tailor analyses for families of assets, you can define a rule set with a descriptive name, for example, IT Equipment. Select the rule set when creating analysis criteria. Then, when you are setting up conditions, select the rule set on rule clauses to filter the list of criteria available.

Tip: Create rule sets that apply to multiple sites on the top site. Create rule sets that apply to a specific site on that site.

In the asset condition analysis, select the appropriate rule set. When APM calculates the scores on the analysis, it uses only the rules that reference that rule set. If the analysis does not have a rule set, only rules that do not have rule sets are used.

You can also assign a rule set to an analysis type. When the type is applied to an individual analysis, the rule set is selected by default.

For more information, see Setting up Asset Condition Analysis Rule Sets.

Analysis Criteria

Analysis criteria define the business goals against which assets are assessed during the analysis. Examples are Percentage of assets requiring replacement and Asset life expectancy. Each criterion is assigned a name, sequence number, maximum score, and, optionally, a rule set and weighting factor (as explained below).

Each criterion requires two or more criteria consequences, each with a score and example. You will assign these scores to assets during the analysis.

During an asset condition analysis, you will select a score for each criterion for the asset being assessed. The scores for all criteria are used to determine the asset’s condition.

For more information, see Setting up Criteria for Condition Analysis.

Asset Conditions

APM determines an asset’s condition by comparing the asset’s scores for analysis criteria to rule clauses contained in the condition definitions. If the asset’s scores match a rule, the asset is assigned that rule’s condition value.

For more information, see Setting up Asset Conditions.

Analysis Types

You can create analysis types that define preferred default settings. The settings include the rule set and preferences for applying analysis results. Selecting an analysis type on an individual analysis quickly ensures that its settings are correct and consistent with your organization’s standards.

For more information, see Setting up Analysis Types for Asset Condition Analysis.

Priority and Condition Matrix

The priority and condition matrix allows you to view matches between priority numbers and conditions. The matrix is handy for deciding which assets to work on first, typically the ones with the highest priority and the lowest condition values.

For more information, see Setting up the Priority and Condition Matrix.

Priority and Condition Groups

To clearly show the importance of priority and condition analysis for individual assets, you can set up descriptive groups and assign them to matrix entries. For example, create groups for each of the colors used for matrix rows so that red lines (for immediate attention), are identified by a group name and icon.

For more information, see Setting up Priority and Condition Groups.

Checklist Items

An analysis checklist is a list of “things to do” to remind the team of the steps they need to consider when performing the analysis. For each item that you add to APM settings, you can specify the varieties of analysis it applies to, identify it with an icon, and provide a description.

When recording an analysis, you can mark analysis checklist items as “Performed” and provide comments for them. APM records the employee who checked off the item, the date, and time. The analysis team can view the status of checklist items in the analysis window, Properties view, Checklist tab.

For more information, see Setting up Checklist Items for Condition Analysis.

Steps to Perform Asset Condition Analysis

Performing an analysis in APM involves the following tasks:

•	Create the analysis – See Creating an Asset Condition Analysis

•	Identify the analysis team members – See Adding Team Members to an Asset Condition Analysis

•	Select the assets to be analyzed – See Identifying Assets for Condition Analysis

•	Select consequences for each asset and calculate scores – See Analyzing Asset Condition

•	Apply the results of the analysis to the assets – See Applying Condition Analysis Results to Assets

•	Create reliability improvement projects from the analysis, if appropriate – See Creating Projects for Asset Condition Analyses

Tip: You can also create an asset condition analysis from a prioritization analysis. See Linking Prioritization Analyses to Condition Analyses.

To manage and document the analysis as it progresses, team members can enter and review comments and record team meetings. You can also review checklist items, enter notes, and mark them completed.

APM provides several ways to view and report on ACA information. See Viewing Asset Condition Information.