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Using Projects to Track Analysis Requests

You can use projects to track requests for the following:
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Asset prioritization analysis
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Asset review
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RCA
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Reliability strategy selection (RSS) analysis
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Strategy development analysis (CPR, HAZOP, MTA2, RBI, RCM2, SIF)
In the Project window, you can create one or more analysis requests. When you are ready to create the analysis, process the request from either the Project or Site window. You can also cancel requests and reopen processed and canceled requests.
Note: The Analysis Requests tab is visible if the project type supports it. If this tab is hidden, you can enable it if you have the required security profile. For more information, see Setting up Project Types.
This topic explains how:
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To Create Analysis Requests on a Project
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To Process an Analysis Request
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To Cancel or Reopen an Analysis Request

To Create Analysis Requests on a Project

1.
In the Project window, select the Properties view and Analysis Requests tab.
2.
Make sure that editing is enabled.
3.
Click New. The Request dialog appears.
4.
When you select the type of analysis from the Request type list, the Request details area changes to suit the analysis. Select the analysis type and provide the required information:
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Asset prioritization analysis – Select the asset to be analyzed
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Asset review – Select the asset to be reviewed
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RCA – Select the asset to be analyzed
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Reliability strategy selection analysis – Select the asset to be analyzed
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Strategy development analysis – Select the type of analysis and the asset
On the Details tab, the Request status box displays “Open”.
5.
Provide information about the request:
Setting Name
Description
Assigned to
The employee assigned as the project manager for this request.
Requested start
Date on which the requested analysis is to start.
Requested completion
Date on which the requested analysis is to finish.
Analysis estimate
The estimated amount of time needed to complete the analysis, measured in hours, days, weeks, and so on.
6.
Select the Comment tab to add information about the request.
7.
Click OK. The request is added to the Analysis Requests tab.

To Process an Analysis Request

1.
Do one of the following:
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Open the Project window and select the Properties view, Analysis Requests tab.
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On the Site window, select the Performance Management view, Projects tab, Analysis Requests tab. The default configuration for this tab is “Open analysis requests”.
Note: The project status determines whether requests can be processed.
2.
In the Selected list, click Process.
Tip: You can also right-click the analysis in the list and select Process.
3.
If the request is for an asset prioritization analysis, RCA, or reliability strategy selection analysis, the analysis window opens. The request status changes to “Processed”. Define the analysis as required. For more information, see:
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Asset Prioritization
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Root Cause Analysis (RCA)
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Reliability Strategy Selection
4.
If the request is for a strategy development analysis, the Process Request dialog appears:
5.
Select the options that you require:
Setting Name
Description
Analysis level
Select one of the following:
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Analysis – You can link to a new or existing strategy development analysis.
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Failure mode - You can link to a new or existing failure mode in a new or existing strategy development analysis.
If you link to a new analysis, you can create the function (RCM2), functional failure (RCM2), and failure mode.
If you link to an existing analysis, you can use a new or existing function (RCM2), functional failure (RCM2), and failure mode.
Analysis identification
Select one of the following:
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New analysis – Select the analysis type and identify the asset. The selected asset’s child assets in the physical hierarchy are automatically added to the new analysis.
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Analysis – Click the browse icon () to select the analysis.
Function identification
When you are linking to a failure mode in a new or existing RCM2, you can use a new or existing function.
Functional failure identification
When you are linking to a failure mode in a new or existing RCM2, you can use a new or existing functional failure.
Failure mode identification
When you are linking to a failure mode in a new or existing analysis, you can use a new or existing failure mode.
6.
Click OK. The Strategy Development Analysis window appears, where you can develop the analysis. The request status changes to “Processed”.
For information about creating analyses, see:
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Current Practice Review
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Maintenance Task Analysis
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RCM2 Analysis
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Risk-based Inspection Analysis

To Cancel or Reopen an Analysis Request

1.
Open the Project window and select the Properties view, Analysis Requests tab.
Tip: You can also select the site’s Performance Management view, Projects tab, and Analysis Requests tab. Select “All analysis requests” in the configuration list. Right-click the request to cancel or reopen it.
2.
Select the analysis request. Click the Selected list and select either Cancel Request or Reopen. For example:
Tip: You can also right-click the analysis and select either Cancel Request or Reopen.
The request status changes accordingly.