Concepts

Tasks

Settings

Viewing Information About a CPR

There are several ways to view detailed information about a current practice review in the analysis window:

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To get a comprehensive look at the analysis, select the CPR Explorer view. Select the Hierarchy tab to view assets and their action plans. The Analysis tab displays a tree of the items associated with the review, such as action plans, indicators, and team members. The table to the right shows information about the item selected in the tree. For example, select an action plan to see information about it:

•	To view detailed information about a review’s action plans, indicators, tasks, and projects, select the Implementation view.

•	To review how the review is implemented, select the Implementation view and the Implementation Audit tab. This tab offers configurations showing inspection tasks without indicators, scheduled restoration tasks without corrective tasks, modifications without a project, and more.

•	To view action plans arranged according to action type, select the Action Plans view. For example:

Note: The chart shown in this example is set up as a sidebar dashboard and assigned to employees. For more information, see Dashboards.

•	To view the changes made to the review over time, select the History view. The History view displays the Analysis Audit Info, Asset Audit Info, Status, and Copy Requests tabs.

This topic explains the information displayed on the Analysis Summary and Action Plans views.

To View an Analysis Summary

1.	From the site’s Strategy Development view and tab, select the CPR tab.

Tip: You can also open a review from the asset’s Strategy Development view and tab. Select the Strategy Development tab.

2.	Double-click the review you wish to view. The Strategy Development Analysis window appears.

3.	Select the Analysis Summary view.

Note: The charts shown in the following example are set up as sidebar dashboards and assigned to employees. For more information, see Dashboards.

This view displays:

•	The Indicators tab shows counts of the action plans for indicator. Click to expand an indicator’s list of action plans.

•	The Corrective Tasks tab shows counts of the standard tasks and jobs. Click to expand the list of tasks or jobs.

Tip: If APM has been configured for read-only access to an external CMMS (SAP Plant Maintenance), any references to corrective tasks in that system are also displayed in the count of tasks.

•	The Inspection Tasks tab shows a list of the inspection standard tasks assigned to action plans.

To View a Review’s History

In the Strategy Development Analysis window, select the History view. For example:

This view displays:

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On the Analysis Audit Info tab, the By Event and By Data Element tabs list the actions performed on the review, the date when each action was performed, and the APM user who performed it. Whether you view the actions according to event or data element, you can see the new and old values for each data element.

•	On the Analysis Audit Info tab in the example, the By Event tab displays an icon for the audit report created when the analysis was marked “Closed”. Double-click a report icon to open the document.

Tip: The type of report and its format (for example, PDF or plain text) are defined in the analysis type assigned to the analysis. For information about enabling this feature, see Setting up Analysis Types.

•	The General tab displays the date and time when the review was created and last updated, as well as the APM users who performed the actions.

•	The Asset Audit Info tab displays actions performed on the asset by event and by data element.

•	The Status tab displays the dates on which milestones were completed on the review, as well as its current status.

•	The Copy Requests tab lists occasions when the current review was copied, including the status of the copy, the target analysis, and the APM user who performed the action.