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Setting Failure Mode Options for Analysis Types

An analysis type is a collection of preferred settings for strategy development analysis. The settings range from specifying how analysis titles are defaulted, to how avoidance savings are recorded on failure modes, to how risk analysis is performed (if at all), to whether analyses must be sent for approval. Selecting an analysis type on an analysis quickly ensures that its settings are correct and consistent with your organization’s standards.
When defining an analysis type, you can specify the kinds of analysis it can be used with: MTA2, RCM2, RBI, CPR, SIF, HAZOP, Design FMECA, or a combination. For example, you could create two types for MTA2, one with risk analysis and one without. Or you could create a type that applies to both MTA2 and RBI analyses.
Note: The tabs and options available vary depending on the kinds of analysis that the type works with. For example, if the analysis type supports CPR only, the Failure Costs tab is not available. This topic assumes that all analyses are selected except prioritization and condition analysis.
This topic explains how to set the failure mode options for an analysis type. 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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For SIF and HAZOP analyses, specify whether the recommended action is implemented using provisions or action plans
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Define default text for failure effects and tasks
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Complete the RCM2 evaluation based on the severities selected in the risk analysis or based on the economic evaluation if you are using the Economic Justification Index
Note: For each of the severities defined for Health and Safety, Environmental, and Economic consequences, be sure to set the RCM2 option appropriately. As an example, for the “Severe” health and safety severity, select Represents Health and Safety consequences for RCM2 purposes. For the “Low” health and safety severity, clear this option.
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For RBI analyses, limit the use of library failure modes based on analysis type. Failure modes can be created based on asset type or usage group
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Select the degradation rate selection policy, either Fixed or Variable. When the selected rate is variable, determine if the fastest or slowest rate is used
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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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Specify whether an indicator’s next collection date is set to the failure mode’s next inspection date
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Set options for indicator search values. You can specify how default search values are assigned to indicators that are added to action plans. Search 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 search values either from the indicator template or the action plan to which it is added. Existing indicators can have their search 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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If the analysis type applies to RBI analyses, you can specify whether the failure mode asset or the primary asset is added to barriers created from a failure mode
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Using the integration functionality in APM, you can export failure modes from 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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Set failure mode formatting options. You can hide tabs on the Maintenance Action Plan window for functionality that is not used by the analysis type. For example, hide the Failure data tab for SIF analyses.
For information about setting up general, analysis, and audit report options, see Setting up Analysis Types. To set risk analysis options, see Setting Risk Analysis Options for Analysis Types.
This topic explains how:
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To Set Failure Mode General Options
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To Set the RCM2 Option
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To Set Damage Mechanism Library Options
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To Set Degradation Options
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To Set Failure Costs 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 Set Barrier Options
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To Enable Optimization
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To Set Format Options

To Set Failure Mode General Options

1.
Double-click the analysis type to open the Analysis Type window. Select the Failure Modes tab.
2.
Click Edit to modify the analysis type.
Note: The tabs and options available vary depending on the varieties of analyses selected. For example, the Damage Mechanism Library and Barriers tabs are available only when RBI is selected. This topic assumes that all analyses are selected except asset prioritization and asset condition analysis.
3.
On the General 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.
SIF and HAZOP implementation method
By default, the results of a SIF or HAZOP failure mode can be implemented with both provisions and action plans. Alternatively, you can specify that only provisions or action plans are available.
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
4.
In the Default failure effects text box, you can enter text that will automatically appear in the Failure Effect box of new failure modes.
5.
In the Default task text box, you can enter text that will automatically appear in the Task boxes for new failure modes.

To Set the RCM2 Option

1.
On the Failure Mode Options tab, select the RCM2 tab.
2.
On the RCM2 tab, the following option is selected by default:
Setting Name
Description
Complete the RCM2 evaluation based on the risk evaluation
When the analysis team performs risk analysis, APM updates the RCM2 evaluation accordingly.
Note: The RCM2 evaluation always needs to be reviewed to ensure that it is complete.

To Set Options for Failure-Finding Interval Calculators

1.
Select the Interval Calculators tab.
2.
In the first list, select the default interval parameters to be available in the Calculate Failure-Finding Interval dialog, for example, “Months and days” for use with the Optimal cost formula.
3.
Select the default failure-finding formula.

To Set Damage Mechanism Library Options

1.
Select the Damage Mechanism Library tab. This tab is only available when the analysis type applies to RBI analyses.
2.
To limit the use of library failure modes to assets of the type specified in the library entry, select Failure mode creation based on asset type. The library failure mode’s usage options specify the appropriate asset types for the entry. This means that when a library failure mode is added to an RBI analysis, it is assigned to analysis assets of the specified type(s).
3.
To employ usage groups to limit the library entries used to create failure modes, select Only entries in the usage groups selected below are available. Select the usage groups that apply. This means that, when you browse for library entries to add to an RBI analysis, entries with the selected usage groups are included in the list to select from. Usage groups that are not selected are not included in the list.
4.
When failure mode creation is limited to entries assigned to specific usage groups, you can also include entries that are not assigned to any usage group. When you browse for library failure modes to add to an RBI analysis, entries that are not assigned to a usage group are included in the list to select from.

To Set Degradation Options

1.
Select the Degradation tab. This tab is only available when the analysis type applies to RBI analyses.
2.
Select the degradation options:
Setting Name
Description
Degradation rate selection policy
Because multiple rates can be calculated, this policy determines how the rate to use is selected. The options are:
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The selected rate is fixed – the rate is always set manually
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The selected rate is variable – the rate is set automatically whenever rates are calculated. Choose the auto-selection policy.
Degradation rate auto-selection policy
If the policy setting is “variable”, the auto-selection policy determines whether the fastest or slowest rate of degradation is selected.
Only consider actual rates
If the policy setting is “variable”, this option determines if only actual rates are used. This means that the design degradation rate on the asset is not considered.

To Set Failure Costs Options

1.
On the Failure Mode Options tab, 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.
On the Failure Mode Options tab, select the Feasibility tab. Options on this tab are available if SIF and HAZOP analyses are not supported.
2.
Select Supported.
3.
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.
4.
For each trade, select a description.
5.
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.
On the Failure Mode Options tab, 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, if they are not there already. When indicators are subsequently 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, they are activated.
4.
For RBI analyses, you can select Update indicator next collection date with FM’s next inspection date. Analysts 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”.
5.
Specify where an indicator that is created from an indicator template gets its search 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
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 search 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
7.
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
8.
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 Behavior tab.
2.
Specify how APM is to respond when you delete an indicator, standard task, or standard job from an action plan.

To Set Barrier Options

1.
If you are defining an RBI analysis type, you can select the Barriers tab.
2.
Specify the default asset used when a barrier is created from a failure mode. You can choose one of the following:
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Failure mode asset – the barrier is assigned to the asset on the failure mode by default
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Primary asset – the barrier is assigned to the primary asset on the analysis by default

To Enable Optimization

1.
If you are defining an analysis type for RCM2 or MTA2, 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.
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.
3.
When you are finished setting options, click OK to save your changes and close the Strategy Development Analysis Type dialog.