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Copying an Asset’s Strategy Development Program

This topic explains how to copy an asset’s strategy development program, which allows you to select MTA2, RCM2, RBI, SIF, and HAZOP failure modes and current practice review action plans in a single copy request. You can only copy the objects to new analyses of the same variety, not to existing ones. For example, CPR action plans are copied to new current practice reviews and RCM2 failure modes are copied to new RCM2 analyses.
Using the Copy Failure Modes wizard can involve as many as seven steps, depending on the type of copy you are doing:
1.
Select the source analysis or template
2.
Identify the target asset structure and mapping options
3.
Identify the function and functional failure (design FMECA and RCM2 analysis only)
4.
Review the mappings and change them as required
5.
Review failure mode mappings if you are copying to existing failure modes
6.
Confirm the selections and process the copy
7.
Review the results (if you have not deferred processing)
The steps appear at the bottom of each page. The current step is shown in blue. Any step that is not required for your copy is disabled.
Note: When a failure mode with the status Implementation completed is copied to its new location, its status changes to Incomplete.
Note: If you copy a failure mode from a site that uses a different currency, any monetary amounts defined on the action plan are converted to the asset’s site currency. If an exchange rate is not available, the amount is converted at par (for example, one U.S. dollar is equivalent to one Canadian dollar).

To Copy an Asset’s Strategy Development Program

1.
From the site window, select the Assets view.
2.
Right-click an asset in any of the tabs, click Copy, and then Strategy Development Program.
Note: You can also open the asset, click the Tools menu, and then Copy Strategy Development Program.
The Copy Failure Modes wizard appears, showing the Select Source step. For example:
All of the asset’s failure modes are displayed in the table and selected by default. Because only action plans are defined in current practice reviews, their Failure Mode and Failure Effect cells are blank.
3.
Clear any failure modes or action plans that you do not wish to copy and click Next. The Identify Target step appears. For example:
4.
Change the target site, if appropriate.
5.
In the Asset option list, select “Existing asset” or “New asset”. If you choose to create an asset, a browse icon appears in the Parent box so that you can select its parent asset.
6.
If you are copying to existing assets, select the target asset in either of these ways:
•
Click the browse icon to select the starting asset for the target structure.
In some cases, you might wish to change the source asset structure. When the starting assets occupy parallel positions in their respective hierarchies, the mapping process is more likely to result in accurate matches.
•
Select Multiple target assets if you wish to copy to two or more assets and select them in the table.
7.
You can change the Asset mapping option that determines what will be suggested if APM cannot identify a matching target. The options are:
•
Exclude – the source asset is excluded from the copy, as well as any failure modes, indicators, and standard tasks and jobs that refer to it
•
Map to primary target asset – the source asset is mapped to the target asset selected as the starting point for the structure
•
New – a copy of the source asset is created when the copy request is processed
•
Same – the source asset is mapped to itself
•
To be determined – you can select the mapping option later
8.
To set additional mapping options, click More Options. The Options dialog appears. For information about using this dialog, see Setting Mapping Options for a Failure Mode Copy. Click Close when you are finished.
Tip: For quick copies (when you do not need to adjust the mapping options), click Finish when you have selected the target. The wizard performs the matching process and skips to the Confirm Selections step. Skip to step 13.
9.
Click Next. The wizard matches objects as needed and presents the mappings for your review. For example:
Tip: To view information about a source object on any of the mapping tabs, right-click it and click Source. For example, the Source dialog that appears for an asset mapping contains tabs for the asset’s failure modes, indicators, work order tasks, jobs, and job tasks, as well as the corrective tasks, jobs, and job tasks for the indicators. You can also view information about any secondary action plans included in the failure modes.
10.
Scroll to the right to review the mappings.
The Suggestion Origin column displays the method used for matching. The options are:
•
Previous match – the “Use results of previous copy” option is in effect
•
Suggested – the mapping is based on another criteria, for example, hierarchy level or attribute matching
•
Default – for assets, the source and target primary assets are automatically matched. For employees, maintenance groups, and trades, the source object is used as the target, provided that it is valid at the target site.
•
Manual – the user selected the mapping
The Suggested Match Quality, Closeness, and Single Or Multiple Candidates columns show you the results of the smart mapping process. The following example shows that Trigram matching was used (the suggested match quality is “Partial match”), one partial match was found (single candidate), and a score of 0.5454546 was obtained. The candidate matches “Conveyor Belt” with “Conveyor”. An exact match has a closeness score of 1.0.
11.
To view more information about the matching process, click Criteria and SQL. The Asset Mapping Criteria and SQL window appears. For example:
To see information about mappings for other objects, select their tabs and click Criteria and SQL.
12.
To make adjustments to a mapping, select it in the table, click Selected, Mark Target As, and one of the options. Here is an example of the list for asset mappings:
The options for assets are:
•
Map To – select this option to view the candidates and select another, if you wish. For more information, see Manually Changing an Asset Mapping
•
Mapped to Primary Asset – the source asset is mapped to the target asset selected as the starting point for the structure
•
New – a copy of the source object is created when the copy request is processed
•
Mark as Excluded – the source asset is excluded from the copy, as well as any failure modes, indicators, and standard tasks and jobs that refer to it
•
Same as Source – the source object is used as the target
•
To Be Determined – you can select the mapping option later
For employees, trades, and maintenance groups, the Mark as options are New, Same As Source, and To Be Determined.
Note: If a mapping is marked as To be determined, the copy request cannot be processed. However, you can save and close it until you decide what to do with it. You can then re-open the request from a Copy Requests tab and finish defining and processing it. For more information, see Revisiting CPR Failure Mode Copy Requests.
13.
Click Next or Finish. The Confirm Selections step appears. For example:
14.
Review the items that will be created or updated. If an incorrect copy request is processed, you will have to make the corrections manually. Click View to see more details about the items.
15.
The Failure Modes tab shows information about the source failure modes. If you wish to remove a failure mode from the list, right-click it and click Remove. Click Back to make adjustments on previous pages.
16.
In the Options area, select the processing options:
Setting Name
Description
Process Later
If this option is selected at the site level, failure mode copy requests are set to process later by default. The copy request is saved with the status “Process pending”. The user can later open the request to resume defining it or create a scheduled action (Process Failure Mode Copies) to perform the copies for all pending requests.
Open target analyses
Target analyses are opened after the copy request is processed.
Review results
The Results page is displayed after processing (if processing has not been deferred).
17.
Click Process or Finish if Process later is selected. One of the following occurs:
•
If Process later is selected, a confirmation message appears. Click Yes to save the copy request to be completed later.
•
If processing has not been deferred, the copy is completed. If Review results is selected, the Results step appears. For example:
To view more information, click Details. The Details window displays information about the source and target asset structures, asset mappings, employees, trades, maintenance groups, failure modes, and so on. For example:
Click Close to return to the wizard.
When you are finished reviewing results, click Close. You can view the information again on the Copy Requests tab for the site or the analysis.
•
If Open target analyses is selected in the Confirm Selections step, the Strategy Development Analysis window appears.

Manually Changing an Asset Mapping

You can change an asset mapping manually in the Review Mappings step of the Copy Failure Modes wizard.
1.
Select the mapping in the Asset mappings table, click the Selected list, then Mark As and Map To.
The Map Asset To window appears.
2.
To change the mapping options, select an option in the Mapping option list. The options are:
•
Exclude – the source asset is excluded from the copy, as well as any failure modes, indicators, and standard tasks and jobs that refer to it
•
Map to – map to a matching asset
•
Map to primary target asset – the source asset is mapped to the target asset selected as the starting point for the structure
•
New – a copy of the source asset is created when the copy request is processed
•
Same – the source asset is mapped to itself
•
To be determined – you can select the mapping option later
3.
If you selected “Map To”, the next step is to select a new target asset. You can adjust the list of assets in the table using the Show options:
•
Matching assets – displays candidates identified during the original matching process
•
Assets in target structure – displays all assets in the target structure
•
All assets – displays all assets on the site
4.
Select the new target asset from the table or click Browse next to the Target box and select a target.
5.
If the target asset has descendant assets in the analysis, you can apply the mapping option to them as well. Select one of the Update options:
•
Current mapping only – the default selection limits the update to the current mapping
•
Descendants only – only descendants of the target asset are remapped
•
Current mapping and descendants – both the current mapping and the descendants’ mappings are updated
6.
If you select to update descendants, the Descendants to update options are available:
•
Only descendants that are currently “to be determined” – only descendants that have not been mapped are updated
•
All descendants – descendants that have been mapped are also updated
7.
When you are finished, click OK to return to the Review FM Mappings step.