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Creating an Asset Restoration Plan from an ACA

When an asset condition analysis (ACA) identifies one or more assets that require repair or replacement, you can create a plan that details the work to be done, the estimated costs, types of expenses (for example, capital and maintenance costs), and the distribution of costs over a number of financial periods. The plan can take into account the priority of each asset and expected benefits of making the improvements.

This topic explains how to start with the condition analysis and create a restoration plan or link to an existing plan. You can also create an ARP from scratch. See Creating an Asset Restoration Plan from Scratch.

To Link an ACA to an Asset Restoration Plan

1.	Select the site’s Asset Health view and then the Asset Condition tab, Analyses tab. This tab lists existing analyses, as well as the number of analysis assets, dates, sites, and statuses for each analysis. For example:

Tip: Several table configurations are available for this tab, for example, analysis assets, asset criteria scores, and assets by condition.

Tip: You can also launch the analysis from the Asset window. Select the Asset Health view, Condition Analyses tab.

2.	Double-click the analysis to open the Asset Analysis window.

3.	Select the Restoration Plans view and click Link. The Create or Link to Restoration Plan dialog appears:

4.	Click Link to restoration plan. The dialog changes as follows:

In the Assets to include table, the “Candidates for restoration” configuration lists assets that were analyzed in the ACA and have had results applied to them. They appear in the list because their analyses identify them as requiring restoration.

5.	Select the asset restoration plan in the list of existing plans for the site.

6.	Optionally, select an asset to identify with the analysis.

7.	In the Assets to include table, select the ACA assets to include in the plan.

Tip: Select the “All analysis assets” configuration to select from all of the assets in the condition analysis. Scroll to the right in the table to see the Candidate for Restoration column.

8.	Click OK. The Asset Restoration Plan window opens to the Properties view, General tab. Select the Assets tab to see the assets that you added to the plan. In the condition analysis window, the plan is listed in the table.

9.	You can now develop spending plans for the assets that you added to the linked plan. See Developing an Asset’s Spending Plan.

To Create an Asset Restoration Plan from an ACA

1.	Select the site’s Asset Health view and then the Asset Condition tab, Analyses tab. This tab lists existing analyses, as well as the number of analysis assets, dates, sites, and statuses for each analysis. For example:

Tip: Several table configurations are available for this tab, for example, analysis assets, asset criteria scores, and assets by condition.

Tip: You can also launch the analysis from the Asset window. Select the Asset Health view, Condition Analyses tab.

2.	Double-click the analysis to open the Asset Analysis window.

3.	Select the Restoration Plans view and click Link. The Create or Link to Restoration Plan dialog appears:

The “Candidates for restoration” configuration lists assets that were analyzed in the ACA and have had results applied to them. They appear in the list because their analyses identify them as requiring restoration.

4.	Click Create a new restoration plan.

5.	The dialog provides the following settings and information:

Setting Name

Description

Plan type

The type specifies the site, financial period type, and number of periods. It determines if expense details are supported on the ARP. It can also set the default plan and asset statuses.

Starting period

The first year, quarter, or month in the restoration plan.

Asset

Optionally, select an asset to help identify the analysis. For example, select a parent for the assets included in the plan.

6.	In the Assets to include table, select the analysis assets to include in the plan.

Tip: Select the “All analysis assets” configuration to select from all of the assets in the condition analysis. Scroll to the right in the table to see the Candidate for Restoration column.

7.	Click OK. The Asset Restoration Plan window opens to the Properties view, General tab. For example:

8.	Enter a title to identify the analysis.

Tip: You can select a different plan type with the same financial period type and number of periods. For example, your organization might require two plan types, one that supports expense details and one that does not.

9.	The plan status is read-only. When you wish to change the status, click Change Status. The Change Restoration Plan Status dialog appears:

•	Select the new status.

•	Enter your comments.

•	Click OK. The dialog closes and the status is changed.

10.	In the Equipment analyst list, select the employee who is developing the restoration plan.

11.	Select the Details tab to record the planned start and completion date for the planning process. You can also select the operating context for the asset as it relates to restoration planning.

12.	On the Project tab, you can add the plan to a reliability project and associate the plan with a project task. Reliability projects are typically used to organize and track analyses and objects. They usually use project tasks rather than work orders.

13.	Select the Description tab to add information.

14.	You are now ready to developing spending plans for the plan assets. See Developing an Asset’s Spending Plan.