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Creating a Current Practice Review

Recording a current practice review (CPR) in APM typically involves these tasks:
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Creating a review object and, in the process, selecting the assets to be analyzed
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Developing action plans
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Documenting the project by recording team members, a description, comments, and attachments, as required
This topic explains how to create a review and select the assets for analysis.

To Create a Current Practice Review

1.
From the site’s Strategy Development view and tab, select the CPR tab.
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Click New. The New Analysis dialog appears.
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Click the browse icon () to select the primary asset. The primary asset is usually the top asset in the hierarchy of the system to be analyzed.
Tip: You can also create a review by opening an asset and selecting the Strategy Development view. On the Strategy Development tab, select the Analyses tab. Click the New list and then CPR. The New Analysis dialog appears, and the primary asset information is filled in.
4.
The Analysis type box shows the default type for current practice reviews, if a default has been assigned. An analysis type is a collection of preferred options that can be changed as needed on the review. You can change or select the analysis type to quickly set default options for the review.
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Each review is assigned a number by APM. You can change the analysis number, but the new value must be unique for the site.
6.
In the Title box, the default name for the review follows this pattern:
Asset type: Primary asset - CPR
You can change the title, if you wish.
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To include the primary asset’s descendants in the review, select Include the asset’s descendants and select the asset hierarchy.
Note: Component locations can be included in the review. However, component assets and their descendants cannot be included.
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Click OK. If you are including the asset’s descendants in the review, a progress dialog might appear as the review is created. The Strategy Development Analysis window appears. The Implementation view, Action Plans tab is shown.
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If the primary asset represents a circuit, you have the option of adding the assets included in the circuit to the analysis.
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To set the general properties of the analysis, select the Properties view. The General tab displays information about the review. For example:
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The Details tab displays the analysis type, if one has been assigned to the analysis. You can select an analysis type from the list to set default options.
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If appropriate, select a change set from the list. This is usually a change authorization or change set number from a Management of Change (MOC) system.
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Add reference information if required, for example, the ID number for an external document.
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Review the planned start and completion dates for the analysis and change them if necessary.
Tip: If the review was created when an analysis request was processed, the planned start and completion dates are copied from the request.
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On the Project tab, you can add the review to a reliability project and associate the review 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.
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On the Operating Context tab, you can record the operating context statement for the asset. For more information, see Recording the Primary Asset’s Operating Context on a CPR.
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Select the Analysis Description tab to record additional information about the review.
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On the Analysis Team tab, you can add team members, identify the facilitator, and assign roles. For more information, see Adding Team Members to a Current Practice Review.
Tip: If the review was created when an analysis request was processed, the Analysis Requests tab displays the request.
19.
Select the Assets tab to view information about the primary asset or system and the other assets in the analysis. You can change the primary asset by clicking Change and selecting another asset.
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On the second Assets tab, you can view the assets in a list or select the Hierarchy tab to see the relationship between assets. You can add new or existing assets and exclude assets from the review. You can also double-click an asset to open, and if required, edit it. For more information, see Adding Assets to a Current Practice Review.
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The Comments tab helps the analysis team keep track of their work in analyzing assets. For more information, see Entering and Reviewing Comments on Current Practice Reviews.
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Use the Meetings tab to record team meetings. For more information, see Recording Team Meetings on a Current Practice Review.
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The Checklist tab displays standard tasks for your organization’s analysis projects. For more information, see Working with the Current Practice Review Checklist.
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Select the Documents tab to browse for standard documents that are relevant to the review.
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Now and while the review progresses, you can document it using the Attachments tabs.
Note: For more information about attaching a file, folder, note or URL to a document, see Adding Attachments to Objects. 
26.
Select the Analysis Options tab.
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Specify the sites where the analysis will be available for copies. You can choose:
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All sites
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This site only
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This site and its descendants only
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Not available for use
28.
The New asset options area shows the settings you selected on the New Analysis dialog when creating the analysis. If you intend to add assets, you can select a different hierarchy.
29.
In some cases, assets are large enough to warrant separate reviews for different sections. For example, when the top portion of a large vessel contains gas and the bottom holds liquid, separate reviews are needed to define and respond to different failure effects. In this case, select Allow the scope of the analysis to be defined by asset.
On the Assets tab, you can provide a description of the scope covered by the analysis. The same asset can be added to the analysis as many times as required. For more information, see Working with Asset Scope on a Current Practice Review.
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Select the Failure Mode Options tab to change the default settings for the review. For more information, see Creating a Current Practice Review.
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On the History view, Status tab you can change the Started date for the review.
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On the History view, Analysis Audit Info tab you can monitor the status of the review after it is created.
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On the History view, select the Copy Requests tab when you wish to view failure mode copies for which the review was the source or target. For more information, see Copying CPR Action Plans.
When you have completed these steps, you are ready to develop the review by creating action plans and more.
See the following topics for more information:
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Creating CPR Action Plans in APM
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Importing CPR Action Plans From an Excel File
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Copying CPR Action Plans
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Adding Inspection Tasks and Indicators to CPR Action Plans
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Adding Standard Documents to CPR Action Plans