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Setting Strategy Development Options on Asset Types

You can set strategy development analysis options on the asset type to ensure that the default settings on new failure modes meet your requirements. When you add a failure mode to a strategy development analysis, APM checks the asset type of the asset assigned to the failure mode. If analysis options have been defined for the asset type at the current site and for the current kind of analysis, the settings are copied to the failure mode. You can change the settings as needed on individual failure modes.
There are four initial options for risk analysis:
•
Use evaluation forms – The analysis team uses pop-up questionnaires to evaluate the probability of failure, consequences (economic, health and safety, environmental, and reputation), and confidence factors. APM then calculates the risk and shows it in the risk matrix. This process can be used with failure modes or demand scenarios.
•
Use weighted severity and relative risk – The analyst assesses the severity of economic, health and safety, environmental, and reputation consequences, assigning a number (weighting) to each factor. The analyst also enters the probability of failure and the confidence factor. APM then calculates the relative risk and shows it in the risk matrix. This process can be used with failure mode risk analysis only; it cannot be used to evaluate demand scenarios.
•
Use embedded evaluation forms – The analysis team selects options in the Risk tab of the Maintenance Action Plan window to evaluate probability and consequence factors. Safety analyses (SIF and HAZOP) use this type of form.
•
Not performed – Risk analysis features are not shown in the analysis window.
This topic explains how:
•
To Set Options for Using Pop-up Evaluation Forms
•
To Select Likelihoods of Failure and Demand Scenarios
•
To Set Options for Using Weighted Severity and Relative Risk
•
To Set Options for Using Embedded Evaluation Forms

To Set Options for Using Pop-up Evaluation Forms

1.
Open an asset type. In the Asset Type view, select the Strategy Development tab and the Risk Analysis tab.
2.
Click Edit to enable the options.
3.
Click Override standard risk analysis options for assets of this type. The New button is enabled and tabs are added to the window:
4.
Click New. The Asset Type / Site Risk Analysis Overrides dialog appears.
5.
Select the site to which the settings apply.
6.
Provide a name to distinguish these risk analysis settings from others for the asset type.
7.
Select the varieties of strategy development analysis to which the settings apply. The available options might change depending on the variety of analyses selected. For example, if a safety analysis (SIF or HAZOP) is not selected, the Safety risk level thresholds settings are not available. If only safety analyses are selected, General risk analysis options are not available.
8.
Select Use evaluation forms.
9.
On the Risk Analysis tab, select whether risk analysis is performed on failure modes or on demand scenarios. If you select By demand scenario, the Demand Scenarios tab is added and the Probability tab is removed.
10.
Set the following options:
Setting Name
Description
Risk matrix
The risk matrix specified as the default for risk analyses of this type. The matrix displays the results of the failure mode’s probability and severity evaluations, as well as its relative risk (criticality).
Default the action plan strategy and frequency from the risk matrix
If this option is selected, when the risk analysis has been performed, the recommended strategy and frequency (if applicable) are copied from the risk matrix entry to the action plan.
Inspection factor confidence evaluation performed
A confidence evaluation is performed to determine the inspection factor. This option is only relevant when risk analysis is performed using pop-up evaluation forms. The Confidence tab appears in the Maintenance Action Plan window.
11.
If the risk analysis options apply to SIF or HAZOP analyses, you can set the following options:
Setting Name
Description
Safety provision is required when the risk level is or exceeds
When the evaluation results in a risk level at or above this value, the analysis team must add a safety provision to reduce the risk level. In this box, specify the SIL value that cannot be exceeded.
The failure mode cannot be marked “Facilitation Complete” or “Implementation Complete” until the risk level is below this threshold.
Safety mitigated risk cannot exceed
When the evaluation results in a mitigated risk level greater than this value, the failure mode cannot be marked “Facilitation Complete” or “Implementation Complete”. The analysis team can add one or more safety provisions to reduce the risk level.
In this box, specify the SIL value that cannot be exceeded.
12.
If risk analysis is performed on demand scenarios, select the Demand Scenarios tab.
13.
Set the following options:
Setting Name
Description
Confidence questionnaire
Questionnaire used to perform the confidence evaluation for likelihood of failure.
Probability of failure matrix
Matrix to use when the probability of failure is based on a demand scenario.
14.
If risk analysis includes susceptibility to failure analysis, select the Susceptibility tab.
15.
Set the following options:
Setting Name
Description
Susceptibility to failure analysis is performed
A susceptibility to failure evaluation examines the asset’s non-age related degradation patterns. The evaluation uses a questionnaire to review the asset’s composition and materials, for example.
Questionnaire
A susceptibility to failure questionnaire presents the analyst with a series of questions. Like a decision diagram, the response to one question determines the next question, and so on, until a conclusion is reached.
16.
If risk analysis is performed on failure modes (rather than demand scenarios), select the Probability tab.
17.
Set the following options:
Setting Name
Description
Evaluation performed
When selected, this option allows the evaluation to be performed.
Use of evaluation questionnaires is allowed
When this option is selected, analysts can fill in an online form.
Evaluation form
Evaluation form that analysts use to perform the assessment.
Form can be changed at analysis time
If this option is selected, the analyst can select a different evaluation form while using the questionnaire.
Evaluation type
Evaluation forms can have these types:
•
Simple – The evaluator can select one statement for each category on the form.
•
Detailed – The evaluator can select two statements for each category on the form.
Use of evaluation buttons is allowed
When this option is selected, analysts can simply click the button that represents the result of their evaluation.
Score set to use
A score set assigns scores for each of the appropriate failure probabilities or consequence severities. Score sets make it possible to evaluate assets based on their material types or other characteristics.
Note: The Probability is based on estimated time between failure option is available in risk options on the analysis type and on individual analyses.
18.
Select the Economic tab.
19.
Set the following options:
Setting Name
Description
Evaluation performed
When selected, this option allows the evaluation to be performed.
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.
20.
For each of the trades, select a value from the list defined for the site.
21.
Select the default evaluation type:
•
Simple – The evaluator can select one statement for each category on the form.
•
Detailed – The evaluator can select two statements for each category on the form.
22.
When Use of evaluation buttons is allowed is selected, analysts can simply click the button that represents the result of their economic evaluation. If this option is not selected, the buttons are disabled.
23.
Select the Health and Safety tab.
24.
Set the following options:
Evaluation performed
When selected, this option allows the evaluation to be performed.
Use of evaluation questionnaires is allowed
When this option is selected, analysts can fill in an online form.
Evaluation form
Evaluation form that analysts use to perform the assessment.
Form can be changed at analysis time
If this option is selected, the analyst can select a different evaluation form while using the questionnaire.
Evaluation type
Evaluation forms can have these types:
•
Simple – The evaluator can select one statement for each category on the form.
•
Detailed – The evaluator can select two statements for each category on the form.
Use of evaluation buttons is allowed
When this option is selected, analysts can simply click the button that represents the result of their evaluation.
Score set to use
A score set assigns scores for each of the appropriate failure probabilities or consequence severities. Score sets make it possible to evaluate assets based on their material types or other characteristics.
Economic impact to use
The type of values used in the evaluation for the economic impact, for example, standard values or alternates.
25.
Select the Environment and Reputation tabs in turn and set the options for using evaluation questionnaires and buttons.
26.
Select the Degradation Types tab.
27.
To limit the degradation types available for an asset based on its asset type, click Only the degradation types selected below. The table is populated with degradation types. Select the appropriate types.
28.
Select the Confidence tab.
29.
Set the positive and negative adjustments for the confidence evaluation. These values determine the maximum positive and negative scores for the confidence evaluation. 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”.
30.
Select the Failure Costs tab.
31.
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.
32.
Select the Feasibility tab.
33.
Set the options for maintenance feasibility:
Setting Name
Description
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.
34.
For each trade, select a description.
35.
Select the default evaluation type:
•
Simple – The evaluator can select one statement for each category on the form.
•
Detailed – The evaluator can select two statements for each category on the form.
Tip: The History tab summarizes the actions performed on the risk analysis settings for the asset type. You can view the actions by event and by data element, as well as general information.
36.
Click OK to save the site settings and close the dialog. The settings are listed on the Risk Analysis tab.
If the risk analysis options support demand scenario analysis, see To Select Likelihoods of Failure and Demand Scenarios.

To Select Likelihoods of Failure and Demand Scenarios

1.
On the Asset Type window, Strategy Development tab, select the Likelihoods of Failure tab. By default, all likelihoods are valid for the asset type. To specify valid likelihoods, select Only the likelihoods of failure selected below are valid for this asset type. All of the likelihoods defined for the site are listed. For example:
2.
Select the valid likelihoods.
3.
Select the Demand Scenarios tab. By default, all scenarios are valid for the asset type. To specify scenarios, select Only the demand scenarios selected below are valid for this asset type. All of the scenarios defined for the site are listed. For example:
4.
Select the valid demand scenarios.
5.
Click OK to save the asset type properties and close the window.

To Set Options for Using Weighted Severity and Relative Risk

1.
Follow steps 1 to 7 in To Set Options for Using Pop-up Evaluation Forms.
2.
On the Asset Type / Site Risk Analysis Overrides dialog, select Use weighted severity and relative risk. The dialog changes as follows:
3.
On the Risk Analysis tab, set the following options:
Setting Name
Description
Risk matrix
The risk matrix specified as the default for risk analyses of this type. The matrix displays the results of the failure mode’s probability and severity evaluations, as well as its relative risk (criticality).
Default the action plan strategy and frequency from the risk matrix
If this option is selected, when the risk analysis has been performed, the recommended strategy and frequency (if applicable) are copied from the risk matrix entry to the action plan.
4.
Click OK to save the settings and close the dialog. The settings are listed on the Risk Analysis tab.

To Set Options for Using Embedded Evaluation Forms

1.
Follow steps 1 to 7 in To Set Options for Using Pop-up Evaluation Forms.
2.
On the Asset Type / Site Risk Analysis Overrides dialog, select Use embedded evaluation forms. The dialog changes as follows:
3.
Set the following options:
Setting Name
Description
Risk matrix
The risk matrix specified as the default for risk analyses of this type. The matrix displays the results of the failure mode’s probability and severity evaluations, as well as its relative risk (criticality).
Default the action plan strategy and frequency from the risk matrix
If this option is selected, when the risk analysis has been performed, the recommended strategy and frequency (if applicable) are copied from the risk matrix entry to the action plan.
Inspection factor confidence evaluation performed
A confidence evaluation is performed to determine the inspection factor. This option is only relevant when risk analysis is performed using pop-up evaluation forms. The Confidence tab appears in the Maintenance Action Plan window.
Safety provision is required when the risk level is or exceeds
When the evaluation results in a risk level at or above this value, the analysis team must add a safety provision to reduce the risk level. In this box, specify the SIL value that cannot be exceeded.
The failure mode cannot be marked “Facilitation Complete” or “Implementation Complete” until the risk level is below this threshold.
Safety mitigated risk cannot exceed
When the evaluation results in a mitigated risk level greater than this value, the failure mode cannot be marked “Facilitation Complete” or “Implementation Complete”. The analysis team can add one or more safety provisions to reduce the risk level.
In this box, specify the SIL value that cannot be exceeded.
4.
Select the Probability tab.
5.
Set the following options:
Setting Name
Description
Evaluation performed
When selected, this option allows the evaluation to be performed.
Use of evaluation questionnaires is allowed
When this option is selected, analysts can fill in an online form.
Evaluation form
Evaluation form that analysts use to perform the assessment.
Form can be changed at analysis time
If this option is selected, the analyst can select a different evaluation form while using the questionnaire.
Evaluation type
Evaluation forms can have these types:
•
Simple – The evaluator can select one statement for each category on the form.
•
Detailed – The evaluator can select two statements for each category on the form.
Use of evaluation buttons is allowed
When this option is selected, analysts can simply click the button that represents the result of their evaluation.
Score set to use
A score set assigns scores for each of the appropriate failure probabilities or consequence severities. Score sets make it possible to evaluate assets based on their material types or other characteristics.
Note: The Probability is based on estimated time between failure option is available in risk options on the analysis type and on individual analyses.
6.
Select the Economic tab.
7.
Set the following options:
Setting Name
Description
Evaluation performed
When selected, this option allows the evaluation to be performed.
Evaluation form
Evaluation form that analysts use to perform the assessment.
Risk relevant
When selected, this option ensures that the evaluation is available in the risk analysis.
8.
Select the Health and Safety tab.
9.
Set the following options:
Evaluation performed
When selected, this option allows the evaluation to be performed.
Use of evaluation questionnaires is allowed
When this option is selected, analysts can fill in an online form.
Evaluation form
Evaluation form that analysts use to perform the assessment.
Score set to use
A score set assigns scores for each of the appropriate failure probabilities or consequence severities. Score sets make it possible to evaluate assets based on their material types or other characteristics.
Economic impact to use
The type of values used in the evaluation for the economic impact, for example, standard values or alternates.
Risk relevant
When selected, this option ensures that the evaluation is available in the risk analysis.
10.
Select the Environment and Reputation tabs in turn and set the options for using evaluation forms.
11.
Select the Degradation Types tab.
12.
To limit the degradation types available for an asset based on its asset type, click Only the degradation types selected below. The table is populated with degradation types. Select the appropriate types.
13.
Select the Confidence tab.
14.
Set the positive and negative adjustments for the confidence evaluation. These values determine the maximum positive and negative scores for the confidence evaluation. 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”.
15.
Select the Failure Costs tab.
16.
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.
17.
Select the Feasibility tab.
18.
Set the options for maintenance feasibility:
Setting Name
Description
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.
19.
For each trade, select a description.
20.
Click OK to save the settings and close the Asset Type / Site Risk Analysis Overrides dialog. The settings are listed on the Risk Analysis tab.
Tip: The History tab summarizes the actions performed on the risk analysis settings for the asset type. You can view the actions by event and by data element, as well as general information.