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Linking a Standard Task to Action Plans

When developing an action plan for a strategy development analysis to implement the recommended strategy, you can reference an inspection task that specifies the indicators to be used for asset inspections. From the Maintenance Action Plan window, you can browse for, or create, an inspection task.

Alternatively, from the Standard Task window, you can link the standard task to two or more action plans. The Inspection task reference on each action plan is updated with the standard task’s number and title. The action plans’ manually-collected indicators are added to the standard task.

Note: When you add an inspection task to a maintenance action plan, the action plan’s inspection strategy is one of the properties copied to the inspection task. When the failure mode is marked as Facilitation Complete, APM reviews all of the failure modes associated with the inspection task and copies the inspection strategy from the action plan with the highest criticality to the inspection task.

You can also view and open the action plans that reference the standard task from the Standard Task window’s Usage view. You can also update the action plans’ statuses.

This topic explains how:

•	To Link a Standard Task to Action Plans

•	To Review Linked Action Plans

To Link a Standard Task to Action Plans

1.	Open the Standard Task window.

2.	Make sure that editing is enabled.

3.	Click the Tools menu and then Link to Action Plans. The Browse Action Plans dialog appears.

Tip: You can also browse for action plans from the Usage view, Action Plans tab.

The dialog lists the site’s primary and secondary action plans with recommended tasks of Inspections, Condition-based Maintenance, or Failure-finding. Action plans that already reference a standard task are excluded from the list.

4.	You can refine the list by clicking to open the list of filters. Select the filter values and click to return to the Browse Action Plans dialog.

5.	Select one or more action plans and click OK.

To Review Linked Action Plans

1.	Select the Usage view, Action Plans tab, Inspection Tasks tab to view the actions plans that reference the standard task. For example:

Tip: You can double-click an action plan’s icon to open the Maintenance Action Plan window. Select the Implementation view to see the inspection task reference on the Inspections tab.

2.	To change the status of an action plan, select it in the list, click the Mark As list and then a status:

For an example of using statuses, see Changing the Status of RBI Failure Modes and Analyses.