*
Concepts
*
Tasks
*
Settings

Setting up Analysis Types for Asset Condition Analysis

You can create analysis types that define preferred default settings. The settings include the rule set and preferences for applying analysis results. Selecting an analysis type on an individual analysis quickly ensures that its settings are correct and consistent with your organization’s standards.
Tip: Create analysis types that apply to multiple sites at the top site. Create an analysis type that applies to a specific site on that site.
This topic explains how to create analysis types for asset condition analysis.

To Set up an Analysis Type

1.
On the site’s Asset Health view, select the Settings tab, the Asset Condition tab, and the Asset condition settings node in the tree.
Tip: You can also select the site’s Administration menu, Asset Health Settings, and then Condition Analyses. The Asset Condition Analysis Settings dialog appears.
2.
Select the Analysis Types tab. This tab lists the analysis types for the site.
Tip: While you are developing an analysis type, you can mark it as inactive until it is ready to be used. Select the type in the table and click Mark as Inactive. The Mark as Inactive/Active dialog appears, where you can enter a comment. When you click OK, a confirmation message appears. Click OK. When analysis type is ready for use, select it in the table and click Mark as Active.
3.
Click New. The Asset Analysis Type window appears.
4.
Enter a descriptive name for the analysis type.
5.
To change the image that represents this type, click Change Icon, select a different image, and click OK.
6.
In the Types of analysis used with area, clear all of the options except Condition analysis. Only the tabs related to condition analysis are displayed. For example:
7.
Select the Team Members tab.
Note: Site filtering rules for analysis team members is a “generally available” product feature. You must first enable feature 97 to use the functionality in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Support site filtering rules for analysis members” and click OK. If APM is running as a smart client, click Refresh Enabled Features on the server. Then restart the client to use the functionality.
8.
Specify a filter for selecting employees to be available as team members on the analysis type’s site. The default is The same site and above.
9.
Select the Asset Analysis Options tab.
10.
If appropriate, select a rule set from the list. The set determines the rule clauses that are used to calculate the asset’s condition. The list of criteria now displays only criteria that reference the rule set.
11.
In the Analysis results applied to area, select which assets are updated when the analysis results are applied. The options are:
•
The analyzed asset only – Only the assets included in the current analysis have their asset condition values updated
•
The analyzed assets and assets in the same branch of the hierarchy – Only the assets included in the analysis and their descendants and ancestors in the hierarchy have their asset condition values updated
•
The analyzed asset and assets above it – Only the assets included in the analysis and their ancestors in the hierarchy have their asset condition values updated
•
The analyzed asset and assets below it – Only the assets included in the analysis and their descendants in the hierarchy have their asset condition values updated
12.
Update previously analyzed assets is selected by default. This option takes into account the selected Analysis results applied to option. For example, if descendant assets are to be updated and Update previously is selected, all assets below the analysis asset in the hierarchy are updated, whether they have been analyzed separately or not.
If Update previously is not selected, descendant assets are updated until the system identifies an asset that has been analyzed separately. At that point, the update process stops.
13.
Select the appropriate probability of failure options.
14.
On the Risk Plot tab, select the appropriate appearance option:
•
Risk plot uses a single risk line – risk plot chart displays a line to indicate the initial risk. Select the chart line style from the list, for example, “Asset risk tolerance line”.
•
Risk plot uses areas to show risk – Each severity level is represented by a colored area in the chart.
15.
Select the Approvals tab. If analyses of this type are to be sent for approval, click Approvals are supported.
16.
To specify the approval routes available for analyses of this type, click Only the approval routes selected below are available. The table lists routes that approve safety objects. Select one or more routes.
Select the Sites tab to see which sites support analysis approval settings.
17.
Select the Description tab to enter more information.
The Status tab displays the type’s active status and details about the last status change.
You can view the history of the analysis type. The History tab displays changes to the type and includes the user responsible for the change, the date, and the before and after values of the property that changed.
Tip: Click Where Used at the bottom of the Asset Analysis Type window when you wish to see lists of the condition analyses that use the type.
18.
When you have finished, click OK to close the window. The analysis type appears in the table.