Concepts

Tasks

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Overview of Performing Current Practice Reviews

Recording a current practice review in APM involves identifying assets and the operating context for the system, developing action plans for each asset, and assigning indicators, corrective standard tasks and jobs, standard documents, or projects to them.

You can record the results of the team’s analysis directly in APM, using it to develop action plans and document the operating context, team, and analysis. You can also track the review process by marking action plans as “Facilitation completed” or “Implementation completed”. Information that results from the review can be viewed in different ways, for example, according to asset hierarchy or in summary charts.

This section summarizes the steps involved in recording a current practice review in APM. Cross-references are provided to the topics that describe each task in detail.

Create the Review and Select Assets

Starting a current practice review in APM involves selecting the primary asset to be analyzed, with or without its descendants. Reviews can be performed on any type of asset, except for components. You can also copy an existing review and tailor it for the assets that you are analyzing.

For more information:

•	Creating a Current Practice Review

•	Copying CPR Action Plans

A review can also be created from an analysis request. For example, when an inspector reviews an indicator reading and decides that a failure mode review is required, the inspector can create a request for a strategy development analysis. When the request is processed, the review is created or updated. Information from the request is copied to the analysis: the requested start and completion dates are copied to the planning information on the General tab’s, Details tab. The Analysis Requests tab shows information about the original request.

As the review progresses, you might need to add assets to the review hierarchy that you identified when creating the review. When you add assets, you might wish to change their sequence numbers in the review or update the hierarchy snapshot. You can also change the primary asset on a review.

For more information:

•	Adding Assets to a Current Practice Review

•	Renumbering Assets and Action Plans in a CPR

•	Updating the Asset Hierarchy Snapshot for a CPR

•	Changing the Primary Asset on a CPR

Define the Primary Asset’s Operating Context

The analysis team will find it helpful to define the circumstances in which the primary asset or system operates before defining action plans. Recording the operating context in APM involves selecting a brief description from the list of supplied values and then entering the detailed operating context statement, including how and where the asset is used and the performance criteria that apply to output, throughput, safety, environmental integrity, and so on.

For more information, see Recording the Primary Asset’s Operating Context on a CPR.

Manage the Analysis

APM provides tools to help you manage the review project, from recording team members, to documenting meetings, to recording comments.

For more information:

•	Adding Team Members to a Current Practice Review

•	Entering and Reviewing Comments on Current Practice Reviews

•	Recording Team Meetings on a Current Practice Review

•	Working with the Current Practice Review Checklist

Add Primary Action Plans to the Review

Create action plans from scratch, import them from an Excel file, or copy them from other strategy development analyses. An action plan recommends an action to prevent a failure or mitigate its consequences.

The types of recommended actions are:

•

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.

•

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.

You can then describe the action plan for the recommended action.

For more information:

•	Creating CPR Action Plans in APM

•	Importing CPR Action Plans From an Excel File

•	Copying CPR Action Plans

•	Renumbering Assets and Action Plans in a CPR

•	Reviewing CPR Action Plan Details

In some cases, you might need to create secondary action plans for reviews. For example, an asset might require a condition-based maintenance task to check for signs of wear, a secondary modification to standard documents (for example, training for maintenance personnel), and scheduled restoration in the future. You can add secondary actions as you are developing the review, or you can add them later.

For more information, see Creating Secondary CPR Action Plans.

Add Inspection Tasks and Indicators to Action Plans

An inspection task is a standard task that lists the indicators to be read to perform an asset inspection. You can add an existing standard task to the action plan or create one from scratch or from a template. When you create an inspection task from scratch, you can add new indicators or specify a dynamic route to collect existing indicators for route assets.

Depending on the type of action, you can create or select indicators to monitor assets for potential failure. When you have developed action plans, you can generate a report that shows how indicators are distributed on standard tasks.

For more information:

•	Adding Inspection Tasks and Indicators to CPR Action Plans

•	Reviewing Indicator Collection Information on a Review

•	Viewing CPR Action Plans for Standard Tasks and Jobs

Add Corrective Tasks and Follow-up Work to Action Plans

Depending on the type of action, you can create or select a corrective task to support the recommended action. You can also assign objects like work requests, requests for work, or work order tasks for follow-up work.

For more information:

•	Adding Corrective Tasks to CPR Action Plans

•	Adding Follow-up Work to CPR Action Plans

Add Critical Parts to Action Plans

For all types of analyses and recommended actions, you can add a list of the materials needed to perform the action. Select from the parts catalog or define non-cataloged items, providing their part IDs, names, and quantities.

If you maintain a resource catalog in APM (and interoperability is not enabled for the site), you can select material resources from the catalog.

You can also develop a catalog of parts for use in the site’s analyses.

Note: To use this functionality in APM, you must enable feature 42. In the Enterprise window, select the Customization Center view and the Enabled Features tab. Click Browse, select “Support for critical parts identification on a maintenance action plan”, and click OK. If APM is running as a smart client, click Refresh Enabled Features on the server. Then restart the client to use the functionality.

For more information, see

•	Adding Critical Parts to CPR Action Plans

Add Standard Documents to Action Plans

If the asset is to be modified or redesigned, you can assign a standard document to the action plan.

For more information, see Adding Standard Documents to CPR Action Plans.

Monitor the Status of Reviews

Monitor the status of a review by marking its action plans “Facilitation Completed” and “Implementation Completed”. When implementation has been completed for all of its action plans, the change the review status to “Analysis Completed”.

If your organization uses the APM formal approval process, it is typically employed to vet the review when implementation has been completed for all failure modes. When the review has been approved, you can close it.

You can define action plan task statuses for use with action plans in addition to the statuses provided by APM (Facilitation Incomplete, Facilitation Completed, Implementation Completed, and Implementation Not Required). Facilitators and implementers can then use the additional statuses to co-ordinate their efforts, for example, marking an action plan for follow-up or review.

For more information:

•	Changing the Status of Action Plans and Current Practice Reviews

•	Sending a Current Practice Review for Approval

•	Working with CPR Action Plan Task Statuses

View Information About the Review

At any time, you can review analysis summaries or detailed information about a review’s status and history. The Analysis Summary view provides information about the action plans. The Implementation view provides a list of action plans, their recommended actions, corrective tasks, and indicators. You can also print reports from the review.

For more information:

•	Viewing Information About a CPR

•	Reviewing CPR Assets’ Reliability Programs

•	Printing CPR Reports

Link Projects to Action Plans

When the recommended action is to modify or redesign the asset, you can link a completed action plan to a project to plan and track the modifications.

For more information:

•	Linking CPR Action Plans to Projects

•	Working With a Project’s Links to CPR Action Plans

Convert a CPR to MTA

After a CPR is implemented, it might become obvious that asset health conditions dictate the need for more in-depth analysis. In these situations, the CPR can be converted to an MTA2, where further analysis can be done. Once the CPR conversion is completed, it cannot be undone.

For more information, see Converting a CPR to an MTA2 or RBI.