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Creating a Failure Record from a Checksheet

You can create failure or anomaly records when acknowledging indicator warnings and alarms, for example, to track corrective work. However, you can also create failure records when the indicator is not in alarm, for example, to track asset anomalies observed while taking readings. Using the Checksheet window’s Failures and Anomalies view, you can create failure records, as well as view the records created from acknowledgments.

This topic explains how to create a failure record from a checksheet. For more information about completing a checksheet, see Entering Readings on a Checksheet.

Note: After saving a failure record, you must use the Change buttons or the commands on the Tools menu if you wish to change the following information: asset information, failure dates, severity level, PF interval. You cannot simply enable editing to change this information because the failure statistics for all affected assets might require recalculation. For more information, see Editing Failure Records.

To Create a Failure Record from a Checksheet

1.	From the site’s Inspection Management view, select the Checksheets tab.

2.	Double-click the checksheet to open the Checksheet window.

3.	Select the Failures and Anomalies view. For example:

This table lists failure records that were created from alarm acknowledgments for readings on the checksheet.

4.	Click New. The New Failure window appears. For example:

The checksheet’s asset information is displayed in the Failure identification area and the Asset tab.

APM assigns each failure record a unique failure number. The failure number can be used to locate the failure or to launch it from the find bar.

5.	Select a failure mode or problem:

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If failure modes have been defined for the asset, you can select a suitable one from the Failure mode list. Its description, failure type, and failure classification are copied to the failure record and shown in the General tab. Any indicators assigned to the failure mode are also copied to the record. The Effects tab appears in the dialog, displaying information from the failure mode.

If AWEIS is active, the object part group, object part, damage code, and activity code are copied from the failure mode to the Failure Codes tab.

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If the failure is associated with a problem defined for the asset type rather than a failure mode, select the Details tab. Select a problem from the list and, if appropriate, the cause and remedy. The selected problem’s description, failure type, and failure classification are copied to the failure record and shown on the General tab.

6.	In the Occurred on box, select the date and time when the failure occurred.

7.	Provide a descriptive title to identify the failure record.

Note: At this point, the failure record’s status is “Open”. Other statuses are “Resolved” and “Canceled”.

8.	You can select up to three failure subtypes, if applicable. A specification tab is added to the window for each subtype, for example, Loss of Containment, where you can provide additional detail.

9.	Assign a severity level to the failure. For example:

•	Total: the asset’s performance has decreased to a point where the asset no longer performs at its required level. The asset has completely failed.

•	Partial: the asset’s performance has decreased to a point where it no longer performs one of its functions at the specified levels. The asset is still functioning.

•	Potential: a condition has been noticed that would result in a failure if the problem is not resolved. Potential failures are most often reported when an indicator reading raises an alarm against the asset.

10.	Select Preventable if you wish to indicate that the asset’s reliability program needs to be reviewed.

11.	Select a failure type and classification, if appropriate. Failure types and classifications allow failure records to be grouped and categorized for reporting purposes.

12.	In the Responsibility area, select the organizational asset and employee responsible for tracking the failure. This information is independent from the employee who reported the problem.

13.	Select the date by which the failure should be resolved for tracking purposes.

14.	On the Description tab, enter or modify the description of the failure as needed.

15.	On the Project tab, you can add the record to a reliability project and associate the record with a project task. Reliability projects are typically used to organize and track analyses and objects. They usually use project tasks rather than work orders.

16.	Select the Details tab.

17.

If you are recording a potential or partial failure, you can specify a remaining PF interval. The PF interval indicates when a potential or partial failure will escalate to a full failure if the problem is not resolved. PF interval is usually tracked in units of time (hours, days, weeks, and so on). However, an asset that has a cumulative primary indicator can use a PF interval measured in indicator values, such as cycles or operating hours. To assign a PF interval:

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Specify a PF interval value and unit of measure. If cumulative indicator values (such as miles or cycles) are available in the list, the asset has a cumulative primary indicator. If you select an interval that is based on an indicator value, the PF interval type automatically changes to Indicator based.

•	When you specify a PF interval, APM periodically recalculates the time remaining until a full failure can be expected. If you wish to prevent APM from changing the PF interval, select PF Interval is Locked. The PF interval remains at its current level until it is changed manually.

Note: APM displays the original PF interval when the failure record is saved.

18.	The avoidance savings entry is provided by the failure mode, if the failure is associated with one. You can modify or add an estimate of the savings that would be accrued by avoiding the failure or preventing a partial or potential failure from escalating to a full failure.

19.	In the Repair costs box, you can enter the estimated costs to the company of the failure.

20.	In the Reporting and Resolution area, the date and time that you created the failure record are shown by default. You can change the value in the Reported on box to reflect the time when the failure was reported.

21.	Your name appears by default as reporting the failure, but you can select another employee in the Reported by list.

Once the failure is resolved, the date and time appear on this tab.

22.	Select the Photos tab to attach inspection photographs to the failure record.

23.	Select the Comments tab to create and respond to comments. For more information, see Entering and Reviewing Comments on a Failure

24.	To attach a document (for example, a report or spreadsheet) to the failure record, select the Attachments tab. For more information about attaching documents, see Adding Attachments to Objects.

25.	When you are finished setting the failure properties, save and close the failure record. The record is listed in the Failures and Anomalies view.

When creating a failure record or tracking its progress to resolution, you can also perform the following tasks:

•	Adding Mitigation Actions to Failure Records

•	Adding Delays to Failure Records

•	Adding Indicators to a Failure Record

•	Linking a Work Order Task to a Failure Record

•	Adding Downtime to Failure Records

•	Resolving a Failure