Concepts

Settings

Setting up 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: You can also create analysis types for asset prioritization and asset condition analysis. See Setting up Analysis Types for Asset Prioritization and Setting up Analysis Types for Asset Condition Analysis.

Default analysis types can be assigned to each of the varieties of analysis. When a user creates an MTA2, for example, its default analysis type determines the predefined settings and options in the analysis. When a default type has not been designated, the user can select an analysis type to quickly set up the analysis options. In either case, the user can change the default selections as required for the analysis.

Tip: The analysis type is shown in the banner of the Strategy Development Analysis window of each analysis that uses that type. The analysis type is also displayed in tables and analysis reports.

You can set the following kinds of options in an analysis type:

•	Specify the analyses it can be used with: MTA2, CPR, RCM2, RBI, SIF, HAZOP, Prioritization, Condition, Design FMECA, or a combination

•	Team member options – Specify the sites from which employees can be selected as team members on analyses

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.

•	Strategy development analysis options – Specify the sites where analyses and templates are available. Select how titles are assigned to analyses. Specify whether descendants are included when an asset is added to the analysis. Allow the scope of the analysis to be defined by the asset

•	Status options – Statuses that are available for selection on analyses and failure modes. Default analysis statuses that are applied in response to events

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Failure mode options – For example, hide or show the Failure mode identification area and Failure mode note sidebar in Maintenance Action Plan windows. Set options for avoidance savings and maintenance cost feasibility and set options for indicator search values. You can also set UI formatting options that determine what tabs are displayed in the Maintenance Action Plan window

For more information, see Setting Failure Mode Options for Analysis Types

•	Secondary action plan options – Specify what properties are copied from the primary action plan when a secondary action plan with the same recommended task is added to the analysis. You can also specify what properties are updated on the secondary plan when the primary plan changes

•	Risk analysis options – Specify whether pop-up or embedded evaluation forms are used or weighted severity and relative risk. Then set options for the selected method

For more information, see Setting Risk Analysis Options for Analysis Types

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Events options – You can specify the statuses that are applied when system events occur. For example, for the creation event, you could select the status “In Progress” for analyses and failure modes. The status, in turn, determines what actions can be performed on the analyses and failure modes, for example, whether properties can be updated.

•	Audit report options – When a strategy development analysis or template is marked “Closed”, an audit report can be created and added to the analysis’s History view, Analysis Audit Info tab. For example:

You can double-click the report icon to open the file.

On the Audit Reports tab, you can enable this feature, select the report format, and select report types for each of the kinds of analysis.

•	Asset Analysis options – Select an analysis rule set to apply to asset prioritization and asset condition analyses. Select default options for probability of failure evaluations

•	Approvals options – When the analysis type supports the formal approval process, analyses must be sent for approval. Employees designated as approvers review the draft in turn and approve, reject, or forward the request. You can select the approval routes used.

You can also 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 analyses, studies, and asset prioritization analyses that use the type.

This topic explains how:

•	To Set up an Analysis Type

•	To Set Default Analysis Types

It also contains links to related topics.

To Set up an Analysis Type

1.	From the Site window, select the Strategy Development view, Settings tab and then the Strategy Development tab. Select the Strategy development settings node in the tree.

Tip: You can also select the Administration menu, Strategy Development Settings, and then Strategy Development. The Strategy Development Management Settings dialog appears.

2.	Select the Analysis Types tab. This tab lists the analysis types at your site. For example:

Tip: Select the “All analysis types” configuration to add asset analysis types to the list.

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 you are ready, click Mark as Active to make the type available.

3.	On the Types tab, click New. The Asset Analysis Type window appears.

4.	Provide a 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.	Select the kinds of strategy development analyses that apply.

Note: The tabs and options available vary depending on the kinds you select. For example, if the analysis type supports CPR only, the Risk Options tab is not available. This topic shows the window when all analyses except prioritization and condition analysis are selected. For information about asset prioritization and condition types, see Setting up Analysis Types for Asset Prioritization and Setting up Analysis Types for Asset Condition Analysis.

7.	Select the Team Members tab.

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 SDA Options tab.

10.	Specify where strategy development analyses and templates that are created at this site are available for use. You can choose:

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All sites

•	This site only

•	This site and its descendants only

•	Not available at any site

11.	Specify how titles are automatically assigned to analyses, if at all:

•	The title is always created using the asset type, asset ID, and analysis type, for example, “Crane - Overhead: Crane 1020 - MTA2”.

•	Only assign the title if it is blank when the asset is entered.

•	Never set the title. The title remains blank until the user enters it.

12.	In the New assets options area, you can specify the default selection when assets are added to an analysis. Select the option to have an asset’s descendants from the specified hierarchy included.

13.

In some cases, assets are large enough to warrant separate analyses for different sections. For example, when the top portion of a large vessel contains gas and the bottom holds liquid, separate analyses are needed to define and respond to different failure modes and effects. In this case, select Allow the scope of the analysis to be defined by asset.

In the Strategy Development Analysis window, the analyst can provide a description of the scope covered by the analysis. The same asset can be added to the analysis as many times as required.

Note: This option is not available when the analysis type includes RCM2 analyses.

14.	Select the SDA Statuses tab. Study statuses are applied to analyses to control the actions, events, and rules available to them.

15.	By default, all statuses are available for use. To restrict statuses, select Only the statuses below are available. The table is populated with the statuses defined for the site. Select the statuses to be available.

16.	In the Default analysis statuses area, select a status to be applied whenever the analysis’ system status changes. For example, when an analysis is created, it could automatically be given the status “Draft”.

17.	Select the Failure Mode Options tab. See Setting Failure Mode Options for Analysis Types for more information.

18.	Select the Secondary Action Plans tab.

19.	For each of the tabs, enable one or both of the copy options and select the appropriate properties. There is a tab for each type of recommended task that is likely to be used for both primary and secondary action plans on the same analysis. The recommended task types are:

•	Inspections

•

Strategy

•	Condition-based maintenance

•	Failure-finding inspection

•	Scheduled repair and restoration

•	Modification

20.	Select the Risk Options tab. See Setting Risk Analysis Options for Analysis Types for more information.

21.	Select the Approvals tab. If analyses of this type are to be sent for approval, click Approvals are supported.

22.	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.

23.	Select the Events tab. Here is an example when approvals have been enabled:

24.	Select a status for each event that requires it:

Setting Name

Description

Creation

Status applied when a study, analysis, or failure mode of this type is created. The status is applied to new definitions and versions.

Approved

Status applied when an analysis or failure mode of this type is either approved (if approval is required) or the draft version is accepted.

Sent for approval

Status applied when an analysis or failure mode of this type is sent for approval.

Redrafted

Status applied when an analysis or failure mode of this type is redrafted. Typically, an object is redrafted when an approval request has been rejected or if you wish to make changes before it is approved. Redrafting cancels any approval request and removes it from the approver’s list of active documents to be approved. When the object is revised, it must follow the approval process from the beginning.

Rejected

Status applied when an analysis or failure mode of this type is rejected during the approval process.

Moved to history

Status applied when a failure mode of this type moves to history. This occurs when a draft version is promoted and becomes the new current version.

25.	Select the Audit Reports tab.

26.	Select values for the following options:

Setting Name

Description

Keep an audit report of closed strategy development analyses

If selected, an audit report can be created for the strategy development analysis when the analysis is marked “Closed”. A report format and report type must be selected. The report appears in the Strategy Development Analysis window, in the History view, Analysis Audit Info tab, By Event tab.

Report format

Format in which the audit report is created when the strategy development analysis is marked “Closed”. Options are: • Comma-Separated Values (*.csv) • Hypertext Markup Language (*.html) • Microsoft Excel (*.xls) • Plain Text (*.txt) • Portable Document Format (*.PDF) • Rich Text (*.rtf) • Tagged Image File (*.tif)

MTA2	Type of MTA2 report to be created and added to the History view, Analysis Audit Info tab when the MTA2 is marked “Closed”.

MTA2 template

Type of MTA2 report to be created and added to the History view, Analysis Audit Info tab when the MTA2 template is marked “Closed”.

RCM2	Type of RCM2 report to be created and added to the History view, Analysis Audit Info tab when the RCM2 analysis is marked “Closed”.

RCM2 template

Type of RCM2 report to be created and added to the History view, Analysis Audit Info tab when the RCM2 template is marked “Closed”.

CPR	Type of CPR report to be created and added to the History view, Analysis Audit Info tab when the current practice review is marked “Closed”.

RBI	Type of RBI report to be created and added to the History view, Analysis Audit Info tab when the risk-based inspection analysis is marked “Closed”.

SIF	Type of SIF report to be created and added to the History view, Analysis Audit Info tab when the analysis is marked “Closed”.

SIF template

Type of SIF report to be created and added to the History view, Analysis Audit Info tab when the analysis is marked “Closed”.

HAZOP

Type of report to be created and added to the History view, Analysis Audit Info tab when the HAZOP analysis is marked “Closed”.

HAZOP template

Type of report to be created and added to the History view, Analysis Audit Info tab when the HAZOP template is marked “Closed”.

Design FMECA

Type of report to be created and added to the History view, Analysis Audit Info tab when the design FMECA is marked “Closed”.

27.	Select the Description tab to add more information.

28.	When you have finished defining the analysis type, click OK. The type is added to the table.

To Set Default Analysis Types

1.	From the Site window, select the Strategy Development view, Settings tab and then the Strategy Development tab. Select the Strategy development settings node in the tree.

Tip: You can also select the Administration menu, Strategy Development Settings, and then Strategy Development. The Strategy Development Management Settings dialog appears.

2.	Select the Analysis Types tab and then the Default Types tab.

3.	Click Edit to modify the site settings. The Edit button is replaced by the Save button.

4.	For each variety of strategy development analysis, select an analysis type. When an analysis is created, its settings are copied from its analysis type.

5.	When you are finished, click Save.