Adding Standard Documents to CPR Action Plans

Any primary or secondary action plan that recommends modification/redesign of the asset can have one or more standard documents assigned to it. For example, if a one-time modification is to train trades people to perform a new task, you can attach a standard document that describes the training prerequisites, objectives, and evaluation methods.
Note: For information about adding documents to APM, see Creating a Standard Document.

To Link a Standard Document to a Modification

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Select the Failure Mode view and the appropriate Action Plan tab.
Note: The recommended task type must be Modification/redesign if you wish to assign a standard document to it.
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On the Modifications tab, click Browse. The Standard Document Selector dialog appears. For example:
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Click OK in the selector dialog. The document is added to the Modifications tab.