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Setting up Confidence Questionnaires

Confidence questionnaires are used in two situations:

•	In failure mode risk analysis, questionnaires are used to determine the inspection factor. They are also used to designate confidence evaluation forms for more detailed analysis, typically for asset lining.

•	In demand scenario risk analysis, they are used to evaluate confidence for the likelihood of failure.

When a questionnaire is in use, the failure mode’s Confidence tab displays up to four questions. The analyst selects responses and APM provides the appropriate confidence or inspection factor.

To Create a Confidence Questionnaire

1.	On the site’s Strategy Development view, select the Settings tab. Select the Confidence tab and the Confidence Analysis Settings node in the tree.

Tip: You can also select the site’s Administration menu, Strategy Development Settings, Risk Analysis, and then Confidence. The Strategy Development – Confidence Analysis Settings dialog appears.

2.	On the Confidence tab, select the Questionnaires tab.

3.	Click New. The Confidence Evaluation Questionnaire Properties dialog appears, for example:

4.	Select the evaluation options:

Setting Name

Description

Name	Unique name of the confidence questionnaire.

Style

The confidence factor can be determined using either of these styles: • Confidence questionnaire – Up to four questions are displayed in the failure mode’s Confidence tab. For each question, the analyst selects one of three answers. • Evaluation form – The Evaluation button is displayed in the failure mode’s Confidence tab. The analyst clicks the button to open the online wizard and then selects answers for a series of questions that result in a confidence factor.

Evaluation form

The evaluation form used for the confidence evaluation. The Evaluation button is displayed in the failure mode’s Confidence tab. The analyst clicks the button to open the online wizard and then selects answers for a series of questions that result in a confidence factor.

Note: When you select Evaluation form, the other options are disabled except for the list of forms. See Setting up Confidence Evaluation Forms. The rest of this topic explains the options for confidence questionnaires.

Number of questions

The number of questions or statements in the confidence questionnaire. The maximum number is 4. A Question tab is added to the dialog for each question.

Questionnaire supports score adjustments

When this option is selected, you can assign confidence adjustment values to each question’s answers. When the questionnaire is used, the sum of these values from the selected answers is used to retrieve the confidence factor. For example, an adjustment score of “1” retrieves the confidence factor assigned the evaluation score of “1”.

Maximum positive score

The maximum positive evaluation score for the questionnaire. For example, if the positive adjustment is “1.0” and the sum of the selected responses’ confidence adjustments is “1.10”, APM retrieves the confidence factor assigned an evaluation score of “1.0”.

Maximum negative score

The maximum negative evaluation score for the questionnaire. For example, if the negative adjustment is “-1.0” and the sum of the selected responses’ confidence adjustments is “-1.10”, APM retrieves the confidence factor assigned an evaluation score of “-1.0”.

Questionnaire supports life adjustment factors

When this option is selected, the confidence questionnaire adds a life adjustment factor to the failure mode. A life adjustment factor is a portion of an asset’s by-design life span, for example, one tenth of its original estimated life. Typically, a life adjustment factor is used to estimate asset lining’s remaining life based on its condition at the time of inspection. This information is used to track the asset’s degradation. You can specify whether the lowest or highest factor is used in the evaluation. For example, if the highest factor is used, when the analyst completes the questionnaire, APM takes the highest life adjustment factor from the answers. The factor is shown in the Details area of the failure mode’s Confidence tab.

Life adjustment factor

The options are: • The lowest life adjustment factor is used – When the analyst completes the questionnaire, APM takes the lowest life adjustment factor from the answers. • The highest life adjustment factor is used – When the analyst completes the questionnaire, APM takes the highest life adjustment factor from the answers.

5.	For each of the questions, select its tab. For example:

6.	Define the confidence statement, for example, “Relevant process parameters are reliably monitored”.

7.	Default wording (“Yes”, “Intermediate”, and “No”) is provided for each of the three responses. You can change the wording as needed.

8.	For each response, enter a confidence and a life adjustment value, if supported. For example, “1.0” for the first response, “0.0” for the second, and “-1.0” for the third.

9.	Provide an explanation for each of the responses.

10.	Click OK. The dialog closes and the questionnaire is added to the table.