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Adding Assets to an RBI Analysis

In a new analysis, the Properties view, Assets tab displays the primary asset or system and its asset type. The second Assets tab and the Hierarchy tab display the primary asset and its descendants, if included in the analysis. As the analysis progresses, you might find it necessary to add assets to the analysis.

When you create an analysis that includes the primary asset’s descendants, a snapshot is taken of the asset’s physical hierarchy. This analysis hierarchy remains static. That is, any changes made to the site’s physical hierarchies are not automatically made to the analysis hierarchy. However, when you add assets to an analysis, the analysis hierarchy is refreshed with any changes that have occurred to the physical hierarchy. Also, at any time you can update the analysis hierarchy to reflect changes. For more information, see Updating the Asset Hierarchy Snapshot for an RBI Analysis.

Tip: An asset can be added to an analysis by dragging the asset from a table and dropping it on the analysis’ list of assets. For example, you can drag an asset from the site’s list of assets and drop it on the analysis’ list of assets. If analysis options specify that descendants be included, the copied asset’s descendants are added to the analysis. The asset’s failure modes are not copied to the analysis.

Assets are given sequence numbers as they are added to the analysis. The asset’s sequence number contributes to the failure mode’s reference number. You can change the sequence numbers of assets and failure modes using the Move Up and Move Down buttons on the Assets tab.

You can also update the sequence numbers for all assets, failure modes, or both using the Renumber Objects option on the Tools menu. For more information, see Renumbering Assets and RBI Failure Modes.

Tip: In the System Information view, you can review information about the analysis asset. You can also edit the following properties from the Asset tab:

•	Asset description

•	Process description

•	Degradation description

In the Process tab, you can also add and edit operating parameters on the Operating Window tab. Changes that you make in the System Information view are saved to the asset record.

Tip: After the analysis is completed, you can return and see a snapshot of an asset’s properties as they were at the time the asset was analyzed. In the Strategy Development Analysis window, select the Properties view and then the Assets tabs (or the System Information view, Hierarchy or Assets tab). Right-click the asset in the table and click Asset Snapshot. The Asset Snapshot dialog displays the information that was current either on the date that the asset was added or on the date that the analysis status changed to “Analysis completed”.

You can add assets to the analysis by browsing for existing assets or by creating one or more child assets in the analysis. When creating assets, the new child assets are added to the parent asset’s hierarchy.

This topic explains how:

•	To Browse for Assets

•	To Create Assets

To Browse for Assets

1.	Open the analysis.

2.	Make sure that editing is enabled.

3.	Select the Properties view, Analysis Options tab. This tab shows the settings that apply when you add assets to the analysis. For example:

4.	To include child assets, ensure that Include descendant assets is selected and choose the hierarchy to take them from. APM duplicates the physical hierarchy for the asset and its descendants in the analysis asset hierarchy.

Note: Descendants that are already included in the analysis are ignored when the analysis is updated. Component assets and their descendants cannot be included in the analysis.

5.	Select the Assets tab and the second Assets tab. In the New list, click Browse. The Browse Assets dialog appears.

Tip: You can also select the Hierarchy tab and click Browse.

If the primary asset represents a circuit, Show assets in circuit is available and selected. The Circuit tab lists assets included in the primary asset’s circuit.

6.	Select one or more assets.

7.	Click OK. The dialog closes and the assets are added to the list to be analyzed. If you chose to include descendants, they are also added to the analysis hierarchy. If the new asset’s parent is not included in the analysis hierarchy, the asset is placed beneath the primary asset.

Tip: To re-sequence an asset, select it in the table and click Move Up or Move Down until it is in the correct position. The asset sequence numbers are changed appropriately.

To Create Assets

1.	On the General tab, select the Assets tab and the second Assets tab.

2.	Open the Create Multiple Assets window in either of these ways:

•	Click the New list and then Assets. By default, the primary asset is designated the parent.

•	Right-click an analysis asset and click Create Multiple Child Assets. By default, the asset you selected is designated the parent.

Tip: You can also create assets on the Hierarchy tab. Click New or right-click an asset and click Create Multiple Child Assets.

The Create Multiple Assets window appears.

3.	Enter and select options on the Creation Options tab:

Setting Name

Description

Number to create

Specify the number of items to create.

Assign asset number as follows

Select this option to specify names and numbers for the new assets. Note: If you do not specify numbers, APM assigns the assets unique, sequential numbers. If you do not specify names, the new assets are not named.

Start at

Specify the number for the first new item. The second item’s number is the starting number plus the increment amount, and so on.

Increment by

Enter a value by which to increment the number on each subsequent item.

Prefix with

Enter a value to add to the beginning of each number.

Note: If the assigned number already exists, “(2)” is added to the asset number.

Name	Specify the name to be given to the items.

Include asset number in the asset name

Select this option to have the asset number included in the asset name.

Insert at

Select whether the item number is inserted at the beginning or end of the name.

4.	In the Asset details area, select the options for the new assets:

Setting Name

Description

Type

Asset types are groups of settings that define the characteristics of your organization’s assets. For example, you might create asset types called “pumps” or “piping and valves.” The asset type contains basic information, policies, and permissions, such as whether or not standard jobs can be created for assets of the type. When you create an asset in APM, you must specify an asset type, which then determines the information and functionality available for the asset.

Subtypes

If the asset type specifies that a subtype is available for the asset, it is shown in this box. If more than one subtype is available, you can change the default selection. If the asset type has one or more default subtypes, those subtypes are added to the Creation Options tab. A tab is added to the window for each default subtype. These specifications tabs will appear on the new child assets.

Classification

When you select an asset type, APM enters the asset classification automatically. You might be able to change the classification for the asset, depending on the asset type that was selected. Selecting the correct classification is important because it affects how APM treats the asset. You can select from these APM classifications: • Maintainable assets can be worked on. Users can enter work requests and work orders for them, and costs can be charged to them. • System assets group assets that represent a system, such as a gas treatment system. These assets are treated in the same manner as maintainable assets in that users can enter work requests and work orders for them, and costs can be charged to them. • Subsystem assets group assets that represent a subsystem of a system, such as heating, cooling, and dehydration subsystems. These assets are treated in the same manner as maintainable assets in that users can enter work requests and work orders for them, and costs can be charged to them. • Component locations indicate where a component is located on a maintainable asset or asset group. • Organizations represent organizational units, such as departments. They are often used to group other types of assets so that you can view costs at appropriate levels. • Asset groups collect similar assets together to make it easier for or compare data. For example, all 100hp motors could be represented by an asset group.

Note: You cannot create component assets using the Create Multiple Assets window.

Consequence priority

The asset’s consequence priority number is typically the result of asset prioritization analysis, although it can be set manually. Consequence priorities are often used when sorting and analyzing the work backlog for scheduling or when analyzing asset failure information. APM also uses consequence priorities to determine whether or not to push indicator alarms up the physical hierarchy so that they will be visible on higher levels in the indicator monitoring panel. Warning: The ranking number assigned to consequence priorities is also used to calculate alarm notification rankings for indicator alarms. If you do not select a priority setting for an asset, alarm notifications might not be pushed up the hierarchy to be displayed on a parent asset. This can affect the display of the alarm in the site’s Inspection Management view.

Status

Asset status represents the operational state of an asset and whether or not it is available for use. APM uses the status of an asset to determine whether or not work is triggered and whether or not components are available for installation.

Material Type

The type of the material, for example, stainless steel or aluminum.

Material Grade

The grade of the material type specifies its properties. Grades are identified by designations assigned by standards organizations, for example, SAE and ASTM steel grades.

P&ID	Piping and instrumentation diagram associated with the asset. In APM, P&IDs are included with standard documents and can be added to assets and safety provisions for reference.

In-service Date

The date that this asset was first put into service.

5.	Select the Location tab. This tab displays information about the parent asset in the physical and any alternate hierarchies. For example:

6.	To change the parent asset, click the browse icon and select another analysis asset.

7.	Provide the following information:

Setting Name

Description

Hierarchy code

A hierarchy code is a string of up to 10 letters and numbers that identifies an individual asset or site. APM uses the hierarchy code for the asset, its parent assets, and the site to create the hierarchy location. For the hierarchy location to be useful, enter a code that gives users some indication of the asset’s function and location. For example, if a generator set is located on the north side of the plant, you might enter “NGenSet”. If the generator set has a pump location, you might enter “PmpStation” on the component location asset, and “Pump1” on the record for the pump component asset.

Location

Describe the physical location of the asset.

Map coordinates

The longitude and latitude coordinates of the physical location of the object. Note: Latitude can have values ranging from -090.000 to +090.000. Longitude values can be from -180.000 to +180.000. For values outside these ranges, APM will accept the values and adjust accordingly. For example, a longitude value of +200.0 will translate to -160.0 on the map.

Tip: You can click the browse icon and point to the location on a map to have APM assign the coordinates. For more information, see Setting Map Coordinates.

Area	An asset can be associated with an area that identifies its physical location at the site. The area is used on checksheets to show all of the indicators within a particular area of the site. A bar code identifier can also be associated with an area.

Closest warehouse

The default warehouse for the asset, which is the default “deliver to” warehouse for purchases that are charged to this asset. If this box is left blank, APM uses the warehouse of the parent asset.

8.	When the enterprise and sites are set up in APM, up to five different hierarchies can be created to organize assets. The first hierarchy is the comprehensive physical hierarchy. Most (if not all) of your assets should be included in this hierarchy.

If you are using additional hierarchies, you can select parent assets in alternate hierarchies to establish the position of the new assets. Click a browse icon to select a parent asset.

9.	Select the Description tab to add information to be added to each asset’s description.

10.	Click OK. The child assets are created and added to the asset hierarchy.