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Adding Follow-up Work to Failure Records

In the Failure or Anomaly window’s Activities view, you can add the documents needed to complete corrective work that will resolve or prevent equipment failures.

If you are using AssetWise Enterprise Interoperability (AWEIS) to exchange data with a CMMS system (for example, SAP Plant Maintenance), the site’s interoperability profile determines whether APM work requests and work orders or requests for work are used.

If APM is configured to interact with a SAP Plant Maintenance system, the site’s interoperability profile determines whether APM work requests and work orders or SAP maintenance orders and notifications are used.

Create and manage corrective tasks using failure follow-up actions. Each action includes a sequence number, action type, description, due date, employee assignment, and action status. The document thus provides a record that can be tracked by due date, owner, and status.

Each failure follow-up action is categorized by type:

•	Follow-up work – Create work requests and work orders or, if APM has been configured to interact with SAP, maintenance orders and notifications. If AWEIS is active, you can create requests for work. The APM, Interop, or SAP documents are listed on the Corrective Tasks tab

•	Inspection – Create indicator checksheets, which are then listed on the Inspections tab

•	Mitigation – Create mitigation actions, which are then listed on the Mitigation tab

•	Other – Describe and assign a general action

The documents reference the failure follow-up action. For example:

•	A work request’s Properties view, Source tab displays the source “Follow up to a failure action”

•	A work order task’s Planning view, Source tab displays “Follow up to a failure action”

•	A request for work’s Source tab displays the follow-up action

Tip: You can view a list of failure follow-up actions for the site. In the Performance Management view, select the Failures tab. Select “Failure actions by due date” in the configuration list.

This topic explains how to add a failure follow-up action and then add work documents to it. It explains how:

•	To Add a Follow-up Work Action to a Failure Record

•	To Request a Follow-up APM Work Document

•	To Request a Follow-up Request for Work (AWEIS)

•	To Request a Follow-up SAP Maintenance Order

•	To Request a Follow-up SAP Notification

To Add a Follow-up Work Action to a Failure Record

1.	Open the Failure or Anomaly window. On the Activities view, select the Actions tab.

2.	Click New. The Failure Action dialog appears. Here is an example where APM work documents are used:

3.	By default, APM assigns a consecutive sequence number to the action. If the failure record requires two or more actions, you can use sequence numbers to indicate the order in which they should be completed.

Tip: In the Activities view, the Actions tab provides Move Up and Move Down buttons to change the order of the actions as well as their sequence numbers.

4.	In the Action type list, select “Follow-up work”.

5.	In the Action box, provide a brief description of the required action.

6.	Provide information used to track the failure action:

Setting Name

Description

Due date

The date when the action’s tasks are expected to be completed.

Assigned to

Employee assigned to perform and monitor the follow-up action.

Status

Failure action statuses are defined for your organization to track the progress of failure actions from creation to completion.

7.	Select the Description tab to provide more information about the failure action.

To Request a Follow-up APM Work Document

1.	In the Failure Action dialog, Action tab, click New. The Request Follow-up Work dialog appears. For example:

2.	Select the document type: work request or work order.

3.	If you selected Work order, select the method for creating the document. The options are:

•	From scratch – Add a new work order. See step 4.

•	From standard job – Browse to select the appropriate standard job. Select the requested completion date.

•	From standard task – Browse to select the appropriate standard task. Select the requested completion date.

4.	If you are creating the document from scratch, enter the following information:

•	Descriptive title for the work document

•	Estimated cost of the work

•	If the site settings specify that work documents must be approved, Send for approval to is selected by default. Select the approval route

•	The work type is provided by the asset’s default settings. You can change it if required

•	Work classification

•	Work priority

•	Requested completion date

•	Maintenance group

•	Description

5.	Click OK. The Request Follow-up Work dialog closes. The document window appears.

6.	In the Failure Action dialog, the work document is listed in the appropriate table. When you have finished adding work documents, click OK. The Failure Action dialog closes and the follow-up action is added to the table in the Actions tab. The Corrective Tasks tab, APM tab lists the work documents.

For information about working with APM work documents, see:

•	Creating Work Orders and Tasks

•	Creating a Work Request

To Request a Follow-up Request for Work (AWEIS)

1.	In the Failure Action dialog, click New. The Request Follow-up Work dialog appears. For example:

For information about creating the work document, see Creating a Request for Work from Scratch.

Tip: If the request for work’s work type requires risk assessment, you can perform it from the Failure Action dialog, Action tab. Right-click the request for work in the table and click Assess Risk. The Anomaly Risk Assessment dialog appears. For information about using this dialog, see Performing Risk Assessment on a Request for Work. When you have completed the anomaly event, it is displayed in the Anomaly Events view in the Failure Event window.

To Request a Follow-up SAP Maintenance Order

1.	In the Failure Action dialog, click New. The Request Follow-up Work dialog appears. For example:

2.	To use an existing maintenance order, select the New or existing document list and click “Existing document”.

•	Click the browse icon to open the browse dialog, where you can select criteria for filtering the list of documents.

•	Click to view the list of items. (You can return to the criteria to refine the filters by clicking .)

•	Select the maintenance order and click OK. The maintenance order number and description are displayed in the dialog.

•	Click OK to add the follow-up work to the reading.

3.	To create a maintenance call, select Maintenance plan manual order call.

•	Click the browse icon to open the browse dialog, where you can select criteria for filtering the list of documents.

•	Click to view the list of items. (You can return to the criteria to refine the filters by clicking .)

•	Select the maintenance plan and click OK. The maintenance plan’s identifier and description are displayed in the dialog.

•	Select the package.

•	Click OK to add the follow-up work to the reading.

4.	To create a maintenance order, select the New or existing document list and click “New document”.

•	The selected maintenance order type is defaulted from the site’s interoperability profile. You can change this value if needed.

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If the asset (or one of its ancestors in the asset hierarchy) is linked to an SAP functional location, equipment, or both, the information is displayed in the dialog. If both a functional location and equipment are selected, the functional location’s information is defaulted. You might also be able to select these SAP objects if they are not defaulted from an asset.

The following information from the functional location or equipment is displayed:

Planning and maintenance plants

Planner group

Main work center

Location, room, plant section

ABC indicator

The site’s interoperability profile determines which default values you can change for the new maintenance order.

•	Select the type of task list that applies to the maintenance order: General, Functional Location, or Equipment.

•	Click the browse icon to select the task list to use.

•	In each of the Details, Location, and Description tabs, review and change the values, as needed.

5.	Click OK. The Request Follow-up Work dialog closes. The maintenance order is created or updated in SAP. The maintenance order is listed in the Failure Action dialog.

6.	When you have finished adding work documents, click OK. The Failure Action dialog closes and the follow-up action is added to the table in the Actions tab. The Corrective Tasks tab, SAP tab lists the work documents.

To Request a Follow-up SAP Notification

1.	In the Failure Action dialog, click New. The Request Follow-up Work dialog appears.

2.	In the Type of document list, select “Notification”. The dialog changes as follows:

3.	To use an existing notification, select the New or existing document list and click “Existing document”.

•	Click the browse icon to open the browse dialog, where you can select criteria for filtering the list of documents.

•	Click to view the list of items. (You can return to the criteria to refine the filters by clicking .)

•	Select the notification and click OK. The notification number and description are displayed in the dialog.

•	Click OK to add the follow-up work to the reading.

4.	To use a new notification, select the New or existing document list and click “New document”.

•	The selected notification type is defaulted from the site’s interoperability profile. You can change this value if needed.

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If the asset (or one of its ancestors in the asset hierarchy) is linked to an SAP functional location, equipment, or both, the information is displayed in the dialog. If both a functional location and equipment are selected, the functional location’s information is defaulted. You might also be able to select these SAP objects if they are not defaulted from an asset.

The following information from the functional location or equipment is displayed:

Planning and maintenance plants

Planner group

Main work center

Location, room, plant section

ABC indicator

The site’s interoperability profile determines which default values you can change for the new notification.

•	In each of the Breakdown, Location, Item, Task and Activity, and Description tabs, review and change the values, as needed.

5.	Click OK. The Request Follow-up Work dialog closes. The notification is created or updated in SAP. The notification is listed in the Failure Action dialog.

6.	When you have finished adding work documents, click OK. The Failure Action dialog closes and the follow-up action is added to the table in the Actions tab. The Corrective Tasks tab, SAP tab lists the work documents.