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Creating CPR Action Plans in APM

An action plan in a current practice review (CPR) recommends an action to prevent a failure or to mitigate its consequences. The action types are condition-based maintenance, failure-finding maintenance, scheduled restoration or discard, modification or redesign, and no scheduled maintenance.

There are three ways to add action plans to a review:

•	Create action plans in APM

•	Import action plans from a Microsoft Excel file. See Importing CPR Action Plans From an Excel File

•	Copy action plans from existing reviews, maintenance task analyses, RCM2 analyses, and SIF analyses. See Copying CPR Action Plans

This topic explains how to create action plans in APM.

To Create Action Plans in APM

1.	Open the review, select the Implementation view and the Action Plans tab.

2.	Make sure that editing is enabled.

3.	Click New. The Maintenance Action Plan window opens to the Facilitation view.

The Failure mode reference area displays the unique identifier for the action plan, which consists of the asset’s sequence number and the action plan number. The asset number and name are displayed.

Tip: You can hide or show the Failure mode note box by selecting an option in the analysis’ failure mode options. On the Format tab, in the Description and notes sidebar area, click Hide identification section or Show identification section.

4.	On the Primary Action Plan tab, select the recommended task type. The options are:

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Condition-based maintenance entails checking for potential failures so that action can be taken to prevent the functional failure or to avoid the consequences of the functional failure. On-condition tasks are so called because the items that are inspected are left in service on the condition that they continue to meet specified performance standards.

•	Failure-finding maintenance involves checking a hidden function at regular intervals to find out whether it has failed.

•	Modification/redesign is any one-time change to the equipment, training, maintenance or operating procedures, etc.

•	No Scheduled Maintenance means assets are left in service until a functional failure occurs, at which point they are repaired or replaced.

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Scheduled restoration/discard: Scheduled restoration entails restoring the initial capability of an existing asset at or before a specified age limit, regardless of its apparent condition at the time. Scheduled discard or replacement tasks entail discarding an asset at or before a specified age limit, regardless of its condition at the time.

•	To be determined means that an action plan type has not been decided on.

5.	Enter the task description.

6.	Select task details for the type of action.

Note: If APM is configured to interact with a SAP Plant Maintenance system, System condition and Work center are available in the Details area.

Action type	Option or tab	Description
Conditionbased maintenance	P-F Interval	Interval between the point when a potential failure is detectable and the point when the functional failure occurs
	Frequency	Frequency at which the recommended action needs to be performed
	Trade	Type of trades person who will perform the action
	Operating condition	Operating condition of the asset when the action is performed
	Maintenance group	Group that will perform the action
	Technology	PdM technology used in the performance of the action
	Duration	Time required to complete the action
	CMMS task	Reference that identifies the CMMS task for the action plan.
	Effectiveness	Estimated success of the recommended task to prevent a failure or mitigate its consequences
Failure finding Maintenance	FF interval	Interval it is considered safe to wait before performing failure-finding maintenance. The interval is calculated or estimated based on the desired availability and the frequency of failure of the protective device or system.
	Frequency	Frequency at which the recommended action needs to be performed
	Trade	Type of trades person who will perform the action
	Operating condition	Operating condition of the asset when the action is performed
	Maintenance group	Group that will perform the action
	Technology	PdM technology used in the performance of the action
	Duration	Time required to complete the action
	CMMS task	Reference that identifies the CMMS task for the action plan.
	Effectiveness	Estimated success of the recommended task to prevent a failure or mitigate its consequences
Modification/ redesign	Trade	Type of trades person who will perform the action
	Modification type	Choose a modification type, for example, Maintenance procedure or Training. Tip: To create a modification type, click in the box and press F3. The Modification Type dialog appears, where you can provide a name and icon for the type.
	Modifications	Standard documents that describes how to perform the modification, for example, training prerequisites, objectives, and evaluation methods. Click Browse to select or create a document.
No Scheduled Maintenance	CMMS task	Reference that identifies the CMMS task for the action plan.
	Effectiveness	Ability of the task to fulfill its purpose
Scheduled Restoration/Discard	Useful life	Age at which there is a rapid increase in the conditional probability of failure
	Frequency	Frequency at which the recommended action needs to be performed
	Trade	Type of trades person who will perform the action
	Operating condition	Operating condition of the asset when the action is performed
	Maintenance group	Group that will perform the action
	Technology	PdM technology used in the performance of the action
	Duration	Time required to complete the action
	CMMS task	Reference that identifies the CMMS task for the action plan.
	Effectiveness	Estimated success of the recommended task to prevent a failure or mitigate its consequences

7.	When you are finished, save and close the window. The action plan is added to the Action Plans tab.

For information about adding indicators, corrective tasks and jobs, and follow-up work, see Adding Inspection Tasks and Indicators to CPR Action Plans.

For information about adding modifications, see Adding Standard Documents to CPR Action Plans.