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Setting up Asset Program Profiles

You can use asset program profiles to generate reliability and inspection programs for one or more assets at the same time. The profile specifies asset types and filters for selecting the specific assets to update, as well as the indicators, standard tasks, jobs, solution packages, and documents to assign to assets. If you are using the construction form feature, the profile also generates a checksheet for each of the assets’ standard tasks.

This topic explains:

•	Components of an Asset Program Profile

•	APM Job Templates

•	Interop Solution Package Templates

•	Viewing Objects Created from Program Profiles

•	To Set up an Asset Program Profile

•	To Define Asset Program Profile Details

Tip: In the Asset Program Profile window, the Generate Asset Program command is available in the Tools menu. Be cautious with this command. It is typically used after you have added a detail or adjusted filters in an established profile. You can then use the command to update assets with existing programs.

Note: Asset program profiles are generally available in APM. You must first enable feature 27 to use the functionality in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Asset program profile” 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.

For information about using profiles, see Generating Asset Program Profiles.

Components of an Asset Program Profile

The components of asset program profiles include:

•	Asset program profile header – Used to group a set of profile details and processing rules. Links to asset types are also established at the header level

•	Asset program profile details – Filters used to identify the assets that the rules apply to, the inspection and reliability templates used to create the assets’ objects, and the standard documents to be assigned to assets

When defining a profile detail, you can select indicator templates for the inspection program. The reliability program objects you can select are standard task templates and either standard job templates (APM) or solution package templates (AssetWise Interoperability). Whether you select job or solution package templates depends on your work document system (APM or Interoperability).

APM Job Templates

If your work document system is APM, you can select standard task templates on profile details. For each standard task template, you can specify up to five job templates and select a cycle for each job template. You can also choose the asset source: either the current asset or an ancestor of a specified asset type.

When the program is generated, APM selects the appropriate assets and checks their standard tasks. If an asset does not have a matching task, it is created using the task template. If the standard job does not exist on the asset, it is created, along with its standard tasks, job tasks, and job cycles, as specified by the job template.

Interop Solution Package Templates

If the work document system is AssetWise Enterprise Interoperability (AWEIS), preplanned work comes from the external system in the form of solution packages (which cannot be created from within APM). You can create solution package templates in APM and then link standard task templates to those solution package templates. For each standard task template in a detail, you can specify up to five solution package templates, along with cycles and asset preferences.

When the asset program is generated, APM selects the appropriate assets and creates standard tasks based on the task templates. The standard tasks are linked to the asset’s solution package tasks and cycles. If a solution package task does not already exist, it is created for the solution package. However, if a solution package corresponding to the referenced solution package template does not exist for the asset in APM, this part of the generation process is skipped.

Viewing Objects Created from Program Profiles

There are several ways to view objects generated from asset program profiles:

•	On the Site window, select the Assets view, Program Profiles tab. The Indicators and Tasks tabs provide table configurations for viewing either objects generated in the last seven days or all objects

•	In the Asset Program Profile and Asset Program Profile Detail window, select the Usage view to see tables of the indicators and tasks created from the profile or detail, respectively

•	Objects created directly from the profile’s task templates, job templates, and indicator templates display the source in their windows. For example, the Usage view in the Indicator window provides the Program Profiles tab

To Set up an Asset Program Profile

1.	On the site’s Assets or Construction Management view, select the Program Profiles tab and the Profiles tab. This tab lists the profiles for the site.

Tip: You can also add profiles on the Asset Type window. Select the Program Profiles tab. Select Asset program profiles and generation are supported for this type of asset. Click New and select an existing program profile in the dialog. Click to OK to close the dialog.

Tip: You can mark profiles as inactive to prevent them from being used until they are ready. Select the profile in the table and click Mark as Inactive. When the profile is ready for use, select it and click Mark as Active.

2.	Click New. The Asset Program Profile window appears. This example is for the AssetWise Interoperability work document system:

When the work document system is APM, the Cycle matching settings do not appear.

3.	Provide the following information:

Setting Name

Description

Profile name

Descriptive identifier for the profile.

Site	If a site is not selected, the profile can be used throughout the enterprise. Select a site when you wish to limit the scope of the profile to the site and its descendants.

Note: The Work document system box displays the master system that owns work documents. Possible values are:

•	APM – Documents are maintained in APM

•	AssetWise Interoperability – Documents (for example, solution packages and work orders) are maintained in a CMMS such as SAP Plant Maintenance. AssetWise Enterprise Interoperability (AWEIS) is required to exchange data with the CMMS

The work document system determines whether you can assign job templates or solution package templates to standard task templates in a profile detail.

Details usage rule

Option used to select assets to update. When the generate process begins, APM checks for assets that match the criteria on the profile’s details and updates any assets that meet the criteria. Possibilities are: • Only the first matching detail is used – APM compares each asset to profile details in sequence number order. The first matching detail is used to update the asset • All matching details are used – Assets that meet the criteria in more than one of the profile details are updated with the matching details’ objects • All details are used, no matching is required – All assets are updated with all of the details’ objects

4.	In the Cycle matching settings (available when the work document system is AssetWise Interoperability), use the settings to control how the cycles on a solution package template are matched to the cycles on a solution package:

Match on repeat interval

When this option is selected, the profile generation process looks for tasks that match the repeat intervals defined in the solution package template cycles. At least one match option must be selected on the profile: repeat interval, cycle name, or both.

Repeat interval matching tolerance

When Match on repeat interval is selected, you can modify the default matching tolerance, which is 5% of the repeat interval. For example, if the template interval is 12 months and the tolerance is 5%, the process searches for a cycle with a frequency greater than or equal to 342 days and less than or equal to 378 days.

Match on cycle name

When this option is selected, the profile generation process looks for tasks that match the cycle names defined in the solution package templates. A match option must be selected on the profile: repeat interval, cycle name, or both.

5.	Select the Asset Types tab. This tab lists the asset types that are linked to the profile.

Note: Be sure to add any asset types that you intend to include in the profile details’ filter criteria.

6.	For each asset type that you wish to add, click New. The Asset Type Asset Program Profile dialog appears:

7.	Select the asset type, provide a note, and click OK. The dialog closes and the asset type is added to the tab. The APM asset type is updated with a reference to the asset program profile.

8.	Select the Description tab to add more information.

To Define Asset Program Profile Details

1.	In the Asset Program Profile window, select the Properties view, Details tab.

Tip: You can mark profile details as inactive to prevent them from being used until they are ready. Select the detail in the table and click Mark as Inactive. When the detail is ready to be used, select it and click Mark as Active.

2.	For each detail that you wish to add, click New. The Asset Program Profile Detail window appears:

Note: When the work document system is AssetWise Interoperability, the Jobs tab is not available in this window.

3.	Provide a descriptive name for the detail.

4.	Assign a sequence number to determine the order in which the detail is processed when the asset program is generated.

5.	Add filters to the detail, as explained in Adding Filters to Asset Program Profile Details.

6.	Select the Indicators tab to create or select indicator templates. The generation process checks whether the asset already has an indicator of that type. If it does not, APM creates the indicator and adds it to the asset.

7.	Select the Tasks tab to create or select task templates. The generation process checks whether the asset already has a standard task of that type. If it does not, APM creates the task and adds it to the asset.

8.	To create links between the standard task and standard job or solution package, double-click the task template. The Program Profile Detail Task Template dialog appears.

APM work document system

When APM is the work document system, the dialog looks like this:

•	Select a task template. This standard task will form the standard job task.

•	Use the First to Fifth tabs to add as many job templates as needed.

•	The Cycle list is populated with the triggering cycles defined in the standard job template. Select a cycle to align the generated standard task with the job’s cycle.

•	The program can be applied to either the asset or that asset’s closest ancestor of the specified asset type.

AssetWise Interoperability work document system

When the work document system is AssetWise Interoperability:

In the example above, the site interoperability profile defines three (of as many as four) solution package levels: Maintenance plan, Maintenance item, and Operation. The second and third levels are subordinate to the level above, so the maintenance plan must be selected before the maintenance item, and so on.

•	Select a task template. This standard task will be used to create the standard job task in the solution package template

•	Use the First to Fifth tabs to add as many solution package templates as needed.

•

The Cycle list on each tab is populated with the triggering cycles defined in the solution package template. The site’s interoperability profile determines the solution package level for which cycles are displayed. Select a cycle to align the generated standard task with the solution package’s cycle.

•	The program can be applied to either the asset or that asset’s closest ancestor of the specified asset type.

9.	When you have finished, click OK to close the window.

10.	If the work document system is APM, you can select the Jobs tab to add standard job templates. The generation process checks whether the asset already has a standard job of that type. If it does not, APM creates the job and adds it to the asset.

11.	Select the Documents tab to select standard documents.

12.	Select the Description tab to add more information.

13.	When you have finished, close the Asset Program Profile Detail window. The detail is added to the Asset Program Profile window in the Details table.