Concepts

Tasks

Settings

Setting up APM for Current Practice Review

Before you can begin reviewing assets, your APM environment must be set up to accommodate current practice review. This topic explains the types of options that are available to prepare for CPR and provides links to detailed information.

Define Site Ownership of Analyses

At the enterprise level, specify which site types can own strategy development analyses.

For more information, see **Setting up Site Types.

Define Employee Roles

When an employee record is added to APM, by default the person is allowed to create and update all types of strategy development analysis. If your organization requires that specific employees take these roles, employee records can be updated to prevent others from doing so.

For more information, see Selecting Roles and Permissions for an Employee.

Set up Analysis Types for Current Practice Reviews

An analysis type is a collection of preferred settings for strategy development analysis. For example, you can specify the sites where analyses are available for copies and select default options for assigning search values to indicators.

A default analysis type can be assigned to current practice reviews. When you create a review, its default analysis type determines the predefined settings and options in the review. When a default type has not been designated, you can select an analysis type when you create the review to quickly set up the options. In the Strategy Development Analysis window, Properties view, the Details tab shows the analysis type.

The analysis team can change the default values as required.

For information about defining analysis types and assigning default types, see Setting up Analysis Types.

Define Operating Context Values

In the Strategy Development settings for the site, you can define operating contexts. These are short values that describe the circumstances in which a physical asset or system is expected to operate. For example, Production and Standby are commonly used operating contexts.

When creating reviews, you can select one of these predefined values and provide an extensive operating context statement.

For information about defining operating contexts, see Setting up Operating Contexts.

Define Modification Types

Modification types are defined in APM for use in strategy development analyses. When an action plan’s recommended strategy is to redesign or modify the asset, you can specify the type of modification required. Examples of typical modification types are physical modifications, maintenance procedures, operational procedures, and training modifications.

For more information, see Setting up Modification Types.

Define Checklist Items

An analysis checklist is a list of “things to do” to remind the team of the steps they need to consider when performing the analysis. For each item that you add to APM settings, you can specify the varieties of analysis it applies to, identify it with an icon, and provide a description.

When recording an analysis, you can mark analysis checklist items as “Performed” and provide comments for them. APM records the employee who checked off the item, the date, and time. The analysis team can view the status of checklist items in the analysis window, Properties view, Checklist tab.

You can set up checklist items in the site’s Strategy Development settings. For more information, see Setting up Checklist Items for Strategy Development Analysis.

Set Smart Mapping Options for Action Plan Copies

The copy function for failure modes includes smart asset mapping, which uses information about the source assets to identify matching assets in the target asset structure. Using the Copy Failure Modes wizard, you can select source and target asset structures, the failure modes to copy, and the criteria for identifying target assets. You can then confirm or change the matches that the system suggests. When you click Process, the wizard performs the copy and reports the results.

You can select smart mapping settings at the site-level to determine the default values shown in the Copy Failure Modes wizard. You can also save the mapping settings that you define for a particular copy request to the site level.

For more information, see Setting Smart Mapping Defaults for Failure Mode Copying.

Set up Document Numbering

You can define the formatting of analysis numbers at the site level in Strategy Development settings.

Tip: The numbering settings also show the number that APM will automatically assign to the next strategy development analysis that is created.

For more information, see Setting the Numbering Format for Analyses, Failure Modes, and Unwanted Situations.

Define Settings for CPR Action Plans

The site’s Strategy Development settings include several objects and settings that are specific to failure modes and can be used in review action plans:

•	Action plan statuses

•	Technologies

•	Duty codes

•	Severity of usage values

•	Task effectiveness ratings

For more information about these options, see Failure Mode Settings.

Set up Interoperability Options for Current Practice Reviews

APM provides plugin technology that allows users to view and reference live, read-only data from an SAP Plant Maintenance system. SAP data, such as maintenance plans, maintenance items, and task lists, can be viewed in APM sites and referenced as corrective tasks in current practice reviews.

For more information, see APM Interoperability Guide for SAP Plant Maintenance.