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Setting Failure Mode Options for an MTA2

This topic explains how to set the failure mode options for an analysis.
These options include:
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Activate failure mode versioning, if appropriate
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Limit units of measure to the time category for PF intervals, failure-finding intervals, and Useful Life values
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Support for extended effects on failure modes, consisting of local effects, intermediate effects, end effects, and worst-case effects
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Support for FM failure, part, and FM cause on failure modes
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Define default text for failure effects and tasks
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Show facilitation and implementation information separately, or combine the information in the Maintenance Action Plan window
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Set failure cost options to specify how avoidance savings values are used
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Set options for maintenance cost feasibility and the maintenance efficiency index
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Specify whether indicators are automatically added to the failure mode’s inspection task
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Set options for indicator collection information. You can specify how default values are assigned to indicators that are added to action plans. These values make it easier for users to find indicators based on trade, maintenance group, PdM technology, operating condition, and expected collection frequency. An indicator created using a template can receive its values either from the indicator template or the action plan to which it is added. Existing indicators can have their values updated from the action plan.
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Specify failure-tracking values for indicator alarm states. Indicator alarm states can specify that failure records are automatically created when users acknowledge alarms with work orders, work requests, or by marking the alarms as being fixed during inspection. The alarm state can also specify the failure mode reference and P-F interval to be copied to the failure record. You can specify that the indicator be updated with the failure mode reference and P-F interval from the action plan to which it is added.
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Define behavior when indicators, standard tasks, or standard jobs are deleted from action plans
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Using the integration functionality in APM, you can export failure modes from design FMECA, MTA2, and RCM2 analyses to the Isograph® Availability Workbench (AWB), where you can analyze and optimize the data. You can then import optimization results into the APM analysis, review the recommendations in the Optimization view, and make appropriate changes to the action plans.
Note: Before you can export failure modes, you must have installed the Availability Workbench. The Reliability Strategy Development and Implementation and Performance Management modules must be active on the sites where you want to use the functionality.
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Hide or show the Failure mode note sidebar in Maintenance Action Plan windows
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Specify the information that will be shown or hidden in the Maintenance Action Plan window
This topic explains how:
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To Set Failure Mode Details
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To Set Failure Cost Options
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To Set Feasibility Options
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To Set Indicator Options
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To Set Deletion Behavior Options
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To Enable Optimization
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To Set Format Options

To Set Failure Mode Details

1.
Open the Strategy Development Analysis window.
2.
Make sure that editing is enabled.
3.
On the Properties view, select the Failure Mode Options tab.
4.
On the Details tab, set the following options:
Setting Name
Description
Failure mode versioning
When versioning is supported, the analysis team can create a new version of the failure mode.
Limit units of measure to units in the time category
Select this option to restrict PF intervals, failure-finding intervals, and Useful Life values to measures of time (hours, days, weeks, and so on). Otherwise, these values can use other units of measure, for example, cycles, operating hours, or kilometers.
Supports extended effects
When extended effects are supported, four separate effects statements can be entered for each failure mode:
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Local effect on the specific equipment
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Intermediate effect on a higher level equipment or asset
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End effect on the asset or system being analyzed
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Worst-case effects
Supports failure mode failure, part, and cause
When this option is enabled, three settings are added to each failure mode:
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Failure – Select a failure description from the value list
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Part – Enter the name of relevant part
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Cause – Select a cause description from the value list
5.
In the Default failure effects text box, you can enter text that will automatically appear in the Failure Effect box of new failure modes.
6.
In the Default task text box, you can enter text that will automatically appear in the Task boxes for new failure modes.

To Set Failure Cost Options

1.
Select the Failure Costs tab.
2.
Select the avoidance savings options:
Setting Name
Description
Include economic impact for economic effects when economic evaluation is not performed
When the analyst clicks one of the economic impact buttons on the risk matrix, that severity’s economic impact amount is used in the avoidance savings calculation. The amount is shown on the failure mode’s Failure Data tab.
However, if the analyst uses the Economic Evaluation Questionnaire, the results of the evaluation is used.
Include economic impact value for health and safety effects
When the analysis team performs a criticality analysis, the selected Health and Safety severity’s economic impact amount is included when the failure mode’s avoidance savings is calculated. The amount is shown on the failure mode’s Failure Data tab.
Include economic impact value for environmental effects
When the analysis team performs a criticality analysis, the selected Environmental severity’s economic impact amount is included when the failure mode’s avoidance savings is calculated. The amount is shown on the failure mode’s Failure Data tab.
Include economic impact value for reputation effects
When the analysis team performs a criticality analysis, the selected Reputation severity’s economic impact amount is included when the failure mode’s avoidance savings is calculated. The amount is shown on the failure mode’s Failure Data tab.

To Set Feasibility Options

1.
Select the Feasibility tab and click Supported.
The Feasibility view will appear in the failure mode’s Maintenance Action Plan windows.
2.
Set the options for maintenance feasibility:
Setting Name
Description
MEI calculation
Select the source of the calculation:
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Use the standard APM calculation – The calculation supplied by APM
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Use this calculation – Select the custom calculation from the list
MEI calculation
Custom calculation used to determine the maintenance efficiency index.
Savings and costs period
The period (for example, 1.000 year) to use when calculating costs, including avoidance savings.
MEI threshold
If the feasibility analysis results in a maintenance efficiency index (MEI) that is equal to or greater than the threshold, the task is justified. If the MEI is less than the threshold, the task is not justified.
Minimum MEI
Minimum MEI values are supported.
Minimum MEI
Minimum MEI value. If the calculation results in a value lower than the minimum, the minimum value is used. For example, set this option to 0.00 if negative values are not supported.
Override reason is required
If selected, this option requires that users select a reason when they override a feasibility assessment.
Number of trades
The number of trades used in economic consequence and feasibility evaluations to estimate labor costs for a failure. The maximum number is 5.
3.
For each trade, select a description.
4.
Select the default evaluation type:
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Simple – The evaluator can select one statement for each category on the form.
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Detailed – The evaluator can select two statements for each category on the form.
Tip: If you wish to use a custom MEI calculation, create a triggered calculation in the Customization Center. Set the triggering method to Through a program. When defining the attribute to calculate, set the options as follows:
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Class – Maintenance action plan
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Contained class – Maintenance feasibility
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Attribute to update – Maintenance efficiency index
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Data type – Float magnitude
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Result value type – Derived value
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In case of failure – Leave value unchanged

To Set Indicator Options

1.
Select the Indicators tab.
2.
Specify whether indicators on the action plan are automatically added to its inspection task. You can choose one of the following:
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Do not add indicators automatically
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Add indicators automatically – when an inspection task is added, indicators currently on the action plan are added to the standard task. When indicators are later added to the action plan, they are automatically added to the standard task.
3.
If indicators are added automatically, you can have inactive indicators activated. When an existing standard task is selected as the inspection task, its indicators are checked when it is added to the action plan. If collection has been deactivated for any of the indicators, it is activated.
To enable this functionality, select Activate indicators that are currently inactive for collection.
4.
When developing a failure mode on an RBI analysis, you can calculate the next inspection date on a failure mode and then update the indicators’ next reading dates. Indicators are updated when the action plan is marked “Facilitation Complete”. On the indicator, “Next reading due” is set to the failure mode’s next inspection date. The Next reading date source box displays “Failure mode degradation rate”.
To enable this functionality, select Update indicator next collection date with FM’s next inspection date.
5.
Specify where an indicator that is created from an indicator template gets its collection information. You can choose one of the following:
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Use the values from the indicator template
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Use the values from the action plan
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Use the values from the action plan if those from the template are blank
Note: When you create an indicator based on an indicator template, the system checks to see if the asset already has an indicator based on that template. If such an indicator exists, it is used in the analysis, and a new indicator is not created. In this situation, the indicator is not affected by the options described above. If you want the indicator to be updated with the action plan’s values, be sure to set the appropriate option for adding existing indicators to analyses, as described next.
6.
For existing indicators that are identified on action plans, specify where the indicator gets its collection information. You can choose one of the following:
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Use the values from the indicator
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Use the values from the action plan
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Use the values from the action plan if those from the indicator are blank
7.
 
8.
Specify where an indicator that is created from an indicator template gets its failure-tracking values. You can choose one of the following:
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Use the values from the indicator template
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Use the values from the action plan
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Use the values from the action plan if those from the template are blank
9.
For existing indicators that are identified on action plans, specify where the indicator gets its failure-tracking values. You can choose one of the following:
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Use the values from the indicator
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Use the values from the action plan
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Use the values from the action plan if those from the indicator are blank
Note: If indicators are to be updated, they are modified when the action plan’s status changes to “Implementation completed”.

To Set Deletion Behavior Options

1.
Select the Deletion tab.
2.
Specify how APM is to respond when you delete an indicator, standard task, or standard job from an action plan.

To Enable Optimization

1.
Select the Optimization tab.
2.
Select Failure mode optimization is supported. When this option is selected, the Optimization view is available in the analysis window.

To Set Format Options

1.
Select the Format tab.
2.
Set the options for the appearance of the Maintenance Action Plan window:
Setting Name
Description
Description and notes sidebar
Hide or show the Analysis note and Evaluation comments areas in the Maintenance Action Plan window.
Tip: The analyst can add information to the Analysis Note and Evaluation Note tabs located in the Details view, if available.
Failure data
When this option is selected, the Failure Data tab appears in the Maintenance Action Plan window.
Failure pattern
When this option is selected, the Failure Pattern tab appears in the Maintenance Action Plan window.
Details
When this option is selected, the Details tab appears in the Maintenance Action Plan window.
Details
When this option is selected, the second Details tab appears on the Details tab in the Maintenance Action Plan window.
Usage
When this option is selected, the Usage tab appears on the Details tab in the Maintenance Action Plan window.
Review requests
When this option is selected, the Review Requests tab appears on the Details tab in the Maintenance Action Plan window.
Photos
When this option is selected, the Photos tab appears on the Details tab in the Maintenance Action Plan window.
Notes
When this option is selected, the Notes tab appears on the Details tab.
Symptoms
When this option is selected, the Symptoms tab appears on the Details tab in Maintenance Action Plan windows.