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Asset Activity Reports

APM allows users to define and generate asset-related reports that show a snapshot of asset activities such as asset status, completed and planned standard tasks and jobs, work orders, work requests indicator readings, barriers, and so on. Typically these asset activity reports would be generated annually for submission to governmental regulatory agencies.
Generally the reports will include system-level assets and their descendants. They can also be based on a strategy development analysis, for example, corrosion loop assets on an RBI.
Asset activity reports can be sent for approval and bookmarked.
Asset activity report components such as report types, section types, and statuses must be defined prior to being used in a report.
Asset activity reports are initiated manually, and the user can adjust the default settings as needed for an individual report. Reports and their attachments can be printed and saved to various file formats, including PDF format.

Creating Asset Activity Reports

Report types, section types, and statuses must all be defined before an asset activity report can be created in APM. Report groups and classifications may also be defined, if needed.
After the components of a report are defined, an activity report can be created. Each asset activity report can be saved as is, or you can edit the defaults to suit individual reporting requirements.
From the Asset Activity Report window, you can review any analysis, summary, recommendations, or notes for the report. You can also add attachments to a report. These attachments can be included with the printed report.
By default, an asset activity report is owned by the site, and is available for the current site and below. To change the availability of the report’s assets, you can edit the site recursion.

Report Types

Each asset activity report must use a predefined report type. The report type is then used as the foundation for the asset activity report. Various components are predefined based on the report type, but can also be edited, added to, and even removed, to customize the report.
A report type can identify planned and completed work orders during a period of time. A report type simplifies the report creation process by predefining its group and/or classification, as well as default report sections that are included in the report. Asset activity report types also standardize the appearance, structure, and content of reports, by reusing defined sections for different report types.
Each report type can be set to require approval, providing the site requires asset activity reports to be approved.
Different asset activity report types can be created to perform and report on different asset or strategy development analysis information. For example, you could define a detailed quarterly work orders report that displays all planned and completed work orders. You could also create an annual work orders report that reports on the total planned and completed work orders for the year.
Report types can be copied to other sites.

Report Section Types

Each asset activity report is comprised of one or more report section types. For example, a planned activities report could include a heading section, a section that lists planned inspections, a section that lists planned RBI’s, and a conclusion section. Each section is derived from either an asset hierarchy or a strategy development analysis.
Asset activity report section types identify the types of activities supported in the report section. Each section can include one of the following types of activities:
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Planned – Activities that are currently planned to be performed in the future.
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Completed – Activities that were completed during the period of the report.
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Asset status information – Activities relating to asset status information during the period of the report.
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None – No activity detail is included in this section. This type of section could be used for conclusions, for example.
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Other – Used to add custom objects to the list.
Section types simplify the creation of an asset activity report because the user is only presented with the sections relevant to the specific report. Sections can then be added to or removed from a specific asset activity report.
Depending on the activity, each section can report on the following activity types:
Activity
Type
Planned
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Indicator readings – the indicator reading’s next due date is used
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Jobs – only standard jobs are included
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Projects
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Tasks – only standard tasks are included
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Work order tasks – completed, closed, or canceled work order tasks are excluded
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Work orders
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Work requests – completed or canceled work requests are excluded
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Other
Completed
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Alarm acknowledgments – incorrect readings, incorrect alarms, or monitoring statuses are excluded; source is not auto-acknowledged
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Asset activity report – report must be published
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Asset activity report section – section must be a published section from the current report
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Downtime incidents – rejected statuses are excluded
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Failure modes
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Failures – canceled failures are excluded
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Indicator readings
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Inspection reports – includes checksheets and inspection reports
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Override incidents – canceled incidents are excluded
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Projects – only completed projects are included
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RCA
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Reliability strategy analyses
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Strategy development analyses
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Work order tasks – only completed or closed work order tasks are included
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Work orders – only completed and closed work orders are included
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Work requests – only completed work requests are included
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Other
Asset status information
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Asset health readings – asset health reports must be published
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Asset information
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Barriers
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Operating parameters
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Other
None
N/A
Other
N/A
A report group and classification can also be assigned to a report section in addition to the section type name, title, and author.
Each detail line of a report section contains a snapshot of the object’s values as at the time the report was created. The detail line includes the object identifier such as the indicator name, standard task number, etc., the object’s title, its status, and planned and/or completion dates.
Because asset activity reports are a snapshot of the object during the period of the report, changes to the object’s information are not reflected.
Report section types can be copied to other sites.