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Setting up Criteria for Condition Analysis

Analysis criteria define the business goals against which assets are assessed during the analysis. Examples are Percentage of assets requiring replacement and Asset life expectancy. Each criterion is assigned a name, sequence number, maximum score, and, optionally, a rule set and weighting factor (as explained below).
Each criterion requires two or more criteria consequences, each with a score and example. You will assign these scores to assets during the analysis.
During an asset condition analysis, you will select a score for each criterion for the asset being assessed. The scores for all criteria are used to determine the asset’s condition.
This topic explains:
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Rule Sets
•
Weighting Factors
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To Define an Analysis Criterion

Rule Sets

If you wish to tailor analyses for families of assets, you can define a rule set with a descriptive name, for example, IT Equipment. Select the rule set when creating analysis criteria. Then, when you are setting up conditions, select the rule set on rule clauses to filter the list of criteria available.
In the asset condition analysis, select the appropriate rule set. When APM calculates the scores on the analysis, it uses only the rules that reference that rule set. If the analysis does not have a rule set, only rules that do not have rule sets are used.

Weighting Factors

After criteria have been determined, stakeholders decide if any of the criteria should be given more importance. This is done by assigning weighting factors (whole numbers greater than 0) to criteria to raise or lower the significance of individual criteria. The consequence score is multiplied by the weighting factor. For example:
Criterion
Weighting
Consequence
Score
Weighted Score
Availability of parts and software
3
Spares or critical software updates not available
5
15
Frequency and effort of maintenance
2
Significant maintenance required
3
6
Technology maintainability
3
External and internal experts are available
2
6
Asset age
2
High risk
4
8
Total scores
 
 
14
35

To Define an Analysis Criterion

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 Criteria tab. The tab lists the criteria provided by APM and any created for your organization.
3.
Click New. The Assessment Criteria dialog appears.
4.
On the General tab, enter the following information:
Setting Name
Description
Assessment criteria
A meaningful name that identifies how the asset is to be evaluated. The criterion typically relates to your business goals.
Rule set
Rule sets are used to apply selected consequence priority (condition) rules to specific groups of assets or sites. For example, when a rule set is assigned to an analysis, only the rule clauses that reference that rule set are used to calculate the asset’s consequence priority or condition.
If the analysis does not have a rule set, only rules that do not reference a rule set are used.
Sequence
The criteria sequence numbers control the order in which the criteria are presented throughout the analysis. A general rule is to order the criteria in the order of importance. Give the most important criterion sequence number 1 and so on.
Maximum score
Identifies the maximum score that can be assigned to a consequence for this criterion. Maximum score can be used to give weight to the criteria. More important criteria will have a higher maximum score.
Weighting factor
The weighting factor raises or lowers the significance of the criteria. The consequence score for the criterion is multiplied by the weighting factor. For example, a weighting factor of 2 on Operating Cost would double the score.
5.
For each consequence you wish to add, click New. The Criteria Consequence dialog appears:
6.
Enter the following information:
Setting Name
Description
Score
The score that will be given to assets that are assigned this consequence. Each consequence must have a unique score. More serious consequences should be given higher scores.
Description of consequence
A meaningful summary of the types of failures that can occur for an asset being assigned this consequence. For example, for the criterion Safety, a consequence of failure might be minor injury. You can describe this further by creating consequence examples and explanations in the table below.
7.
You can add an explanation or example to each consequence criterion to help users when entering scores. For each explanation you need, click New. The Consequence Example dialog appears:
8.
Enter the following information:
Setting Name
Description
Sequence
Controls the order in which the consequence examples appear in the analysis worksheet.
Description
Specific examples of failures that can result in an asset being assigned this consequence. Use these examples during the analysis to help team members determine the score for an asset.
9.
Click OK to save the example or explanation.
10.
Click OK to save the criteria consequence.
11.
On the Improvement Opportunities tab, you can enter the types of improvements that can be made for this criterion.
12.
When you are finished, click OK to save the criterion.