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Copying Failure Modes to CPR

This topic explains how to copy failure modes from an analysis or template to a new or existing CPR.
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).
The options on the Copy Failure Mode wizard differ slightly depending on whether you are copying an analysis or template. The illustrations in the procedure show an analysis-to-analysis copy. Any differences in functionality for templates are explained where they occur.

To Copy Failure Modes From an Analysis or Template

1.
From the site’s Strategy Development view and tab, select the appropriate tab. If you wish to copy a template’s failure modes, select the appropriate table configuration.
Tip: You can copy failure modes from an MTA2, RCM2, SIF, or HAZOP analysis or template into a CPR. You can also copy action plans from one current practice review to another.
2.
Right-click the analysis or template and click Copy.
Note: You can also open the analysis or template, click the Tools menu, Failure Modes, and then Copy To. You can also click the Analysis menu, Create, and then Copy.
The Copy Failure Mode wizard appears. For example:
If you are copying a CPR, as shown above, the Failure Mode and Failure Effect columns are empty. Scroll to the right to see information about the asset and action plan.
When the source is a template, the Primary asset box displays the asset type and Source structure starts at is not available.
Tip: You can also copy individual failure modes or action plans from the current analysis or template to another one. Right-click the failure mode or action plan in a table and click Copy To. The Copy Failure Mode wizard appears, displaying the single failure mode in the Select Source page.
3.
All of the source failure modes are selected by default. Clear any that you do not wish to copy and click Next. The Target step appears. This example shows the Target step when the source is an analysis:
If the source is a template, the Asset option box is set to “Existing asset”.
4.
In the Analysis option list, select one of the following:
•
Existing analysis
•
New CPR
•
New HAZOP
•
New HAZOP Template
•
New MTA2
•
New MTA2 Template
•
New RBI
•
New SIF
•
New SIF Template
The options on the Target page change depending on the option you select.
5.
Change the target site, if appropriate. If the source analysis is allowed to be used at other sites, those sites are available in the Site list.
6.
Do one of the following, depending on the analysis option that you selected:
•
New analysis – If the source is an analysis, 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.
If you select “Existing asset,” you can select Multiple target assets to select one or more target assets in the Target asset structures table.
Alternatively, you can select the starting asset for the target structure by clearing Multiple target assets. Then click the browse icon in the Target structure starts at box to select a target asset.
If the source is a template, you can only copy failure modes to existing assets. The Target asset structures table lists all of the assets on the site that match the template’s asset type. To view other assets, clear the Limit assets to matching asset type option. Select the assets to copy to.
•
Existing analysis – A browse icon appears in the Analysis box so that you can select the target analysis. The primary asset is displayed, and the asset option is set to “Existing asset”.
If Multiple target assets is selected, the Target asset structures table lists the assets on the target analysis. To view other assets, clear the Show only assets on analysis option. Select the assets to copy to.
If Multiple target assets is not selected, a browse icon appears in the Target structure starts at box. Select the starting asset for the target structure.
If you are copying from a template to an existing analysis and Multiple target assets is selected, the Target asset structures table lists the assets on the target analysis that match the asset type of the template. To view other assets, clear the Limit assets to matching asset type option. Select the assets to include in the matching process.
Tip: In some cases, you might wish to change the source asset structure, target asset structure, or both. When the starting assets occupy parallel positions in their respective hierarchies, the mapping process is more likely to result in accurate matches.
Tip: For quick copies (when you do not need to adjust the mapping options), click Finish when you have selected the target options. The wizard performs the matching process and skips to the Confirm Selections step. Skip to step 16.
7.
If the Asset mapping list is available, you can change the asset mapping that 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.
If available, select the option for failure modes:
•
Create new – a copy of the failure mode is created when the copy request is processed
•
Update existing – the source failure modes’ properties are copied to the target failure modes
9.
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.
10.
Click Next. The wizard matches objects as needed and presents the mappings for your review. For example:
If the source is a template, the Assets tab is not displayed. This step provides tabs listing employee, trade and service, maintenance group, and other resource mappings.
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.
11.
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.
12.
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.
13.
To make adjustments to a mapping, select it in the Asset mappings 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 candidate 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.
Tip: You can also double-click a mapping to review the Asset Mapping dialog.
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.
14.
Click Next. If you are updating existing failure modes, the Review FM Mappings step appears.
Review the mappings before proceeding. To change a mapping, right-click it, click Mark As, and click one of the options:
•
New – the wizard creates a failure mode instead of updating the existing one
•
Excluded – the failure mode is not copied
•
To Be Determined – you can save the copy request and finish processing it later
15.
Click Next or Finish. The Confirm Selections step appears. For example:
16.
Check 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.
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.
17.
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).
18.
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.