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Setting up APM for Anomaly Risk Assessment and Integration

Before you can perform anomaly risk assessments and exchange data pertaining to anomaly events with the external Anomaly Assessment and Tracking (AA&T) system, you must configure settings and value lists for your organization. This topic explains the types of options that are available and provides links to detailed information.

Note: AssetWise Enterprise Interoperability (AWEIS) must be configured to communicate with your CMMS to support anomaly integration. In addition, you must use interop work documents, including requests for work, interop work request, and interop work orders. Asset and employee synchronization must also be active. For more information, see Overview of Setting up APM for AWEIS.

Note: Support for anomaly assessment is generally available. However, you must first enable feature 108 to use the functionality in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Anomaly risk assessment” and click OK. If APM is running as a smart client, click Refresh Enabled Features on the server. Then restart the client to use the functionality.

This topic explains:

•	Set up Anomaly Risk Assessment Settings

•	Assign Anomaly Risk Assessment Results to Failure Mode Criticalities

•	Enable Anomaly Risk Assessment on the Risk Matrix

•	Update Failure or Anomaly Settings

•	Identify Employees to Own Anomaly Events

•	Enable Anomaly Risk Assessment for Requests for Work

•	Customize Criticality Terminology (Optional)

Set up Anomaly Risk Assessment Settings

In Inspection Management, Performance Management, or Work Management settings, select the Risk Assessment tab and enable risk assessment for alarm acknowledgments at the site. Then add the following value lists:

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Anomaly risk assessment profiles – Select the risk matrix to use and the settings for probability, economic, health and safety, environmental, and reputation assessments. You can also identify the data entry rules for actionable and non-actionable events and select the default event and interop statuses for new actionable events. For each acknowledgment method, specify whether risk assessment is required or optional

•	Anomaly risk assessment results – Define actionable and non-actionable results for risk assessments. Specify the acknowledgment methods that are available with each result. For example, an actionable result might be restricted to request for work and monitoring methods

•	Anomaly event statuses – Define statuses to be applied to anomaly events

For more information, see Anomaly Risk Assessment Settings.

Assign Anomaly Risk Assessment Results to Failure Mode Criticalities

After you have set up the anomaly risk assessment results, you can assign them to the criticalities that identify the outcome of risk assessment.

In Inspection Management, Performance Management, or Work Management settings, select the Risk Assessment tab. Select the Criticalities tab. Open each of the criticalities, enable editing, and select the appropriate anomaly risk assessment result. For example:

For more information, see Setting up Criticalities for Anomaly Risk Assessment.

Enable Anomaly Risk Assessment on the Risk Matrix

Review the risk matrix that you intend to use for assessing consequence severities and probability of failure. Ensure that the values are appropriate for alarm acknowledgment and request for work risk assessments.

In the Site window, select the Strategy Development view, Settings tab, Risk tab, and Risk Matrices tab. Open the Risk Matrix window. After enabling editing in the Risk Matrix window, select the Properties view and General tab. Click Used with anomaly risk assessment and close the window.

For more information, see Setting up Risk Matrices.

Update Failure or Anomaly Settings

In Performance Management settings, update individual types, classifications, and severities to be used with anomaly events. For example:

For more information, see Defining Failure or Anomaly Types and Classifications and Defining Failure Severities.

Identify Employees to Own Anomaly Events

To allow employees to be associated with anomaly events, you must enable the option in the employee record. In the Employee window, select the Roles tab and the Performance Management tab. Select Can own anomaly events. For example:

For more information, see Selecting Roles and Permissions for an Employee.

Enable Anomaly Risk Assessment for Requests for Work

To perform risk assessment on requests for work that are created outside of the alarm acknowledgment process, you must first enable support on the work type.

In the Site window, select the Work Management view, Settings tab, Work Management tab, and the Work Types tab.

Open the work type and enable editing. Select the Site Settings tab and open or create the site settings. In the Work Type Site Settings dialog, select the Risk Assessment tab. Select Risk assessment required. For example:

For more information, see Setting up Site-Specific Work Types.

Customize Criticality Terminology (Optional)

You can customize the labels shown in anomaly events, risk assessments, asset risk summaries, and analysis reports. For example, everywhere that “Economic” appears, you could have “Financial” displayed. The labels and their default values are:

•	Probability of failure – “Probability”

•	Economic severity – “Economic”

•	Health and safety severity – “Health and Safety”

•	Environmental severity – “Environmental”

•	Reputation severity – “Reputation”

•	Consequence of failure – “Consequence priority”

•	Confidence – “Confidence”

For more information, see Customizing Criticality Terminology.