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Developing Primary RBI Action Plans

An action plan in an RBI analysis identifies an asset’s failure mode and recommends an action to prevent the failure or mitigate its consequences. RBI analyses support actions such as inspections, monitor, strategy, and modification or redesign.

Developing an action plan involves describing and setting options for the action. Depending on the action type, you can assign indicators, corrective tasks, follow-up work, or a standard procedure to the plan. If a failure mode requires more than one type of action, you can create secondary action plans for it.

Tip: If you performed risk analysis or a feasibility evaluation on the failure mode, the resulting recommended task and related information appear in the Implementation view, Primary Action Plan tab. You might not be able to change the task type, but you can develop the action plan as needed.

This topic explains how to develop action plans from the Maintenance Action Plan window using the Implementation view, Primary Action Plan tab.

Tip: You can also quickly add action plans from the Strategy Development Analysis window’s Implementation view, Action Plans tab. Select a failure mode in the table view and press F2 to open the row for editing. Press Tab to move to the next editable field. When you are done, press Enter to close the table to editing.

To Develop Action Plans

1.	From the site’s Strategy Development view, Strategy Development tab, select the RBI tab.

Tip: You can also open an analysis from the asset’s Strategy Development view, Analyses tab.

2.	Double-click the analysis to open the Strategy Development Analysis window.

3.	In the Facilitation view, Info Worksheet tab, double-click the failure mode to open the Maintenance Action Plan window.

4.	Make sure that editing is enabled.

5.	Select the Implementation view and the Primary Action Plan tab. The information on this tab varies depending on the recommended strategy. Here is an example for inspections:

Tip: If an inspection strategy has been assigned to the failure mode, the strategy and its description are displayed on the Inspections tab.

6.	In the Recommended task area, select the recommended task type, if appropriate.

7.	Provide a description of the recommended task in the text box.

8.	In the Details area, set the options for the action.

Note: If APM is configured to interact with a SAP Plant Maintenance system, System condition and Work center are available in the Details area.

9.	The following table describes the details for each of the action types.

Action type	Option or tab	Description
Inspections, Monitor, No inspections, or Strategy	Regulatory frequency	Interval between inspections as mandated by the appropriate regulatory agency This value is defaulted from the analysis asset or its closest ancestor with a default regulatory inspection frequency.
	Frequency	Frequency at which the recommended action needs to be performed
	Trade	Type of trades person who will perform the action
	Operating condition	Operating condition of the asset when the action is performed
	Maintenance group	Group that will perform the action
	Technology	Technology used in the performance of the action
	Duration	Time required to complete the action
	CMMS task	Select this option if a CMMS task exists for the failure mode and then provide the CMMS reference. This information is for reference only.
	Effectiveness	Estimated success of the recommended task to prevent a failure or mitigate its consequences
Modification/ redesign	Trade	Type of trades person who will perform the action
	Modification type	Choose a modification type, for example, Maintenance procedure or Training. Tip: To create a modification type, click in the box and press F3. The Modification Type dialog appears, where you can provide a name and icon for the type. To attach a standard document to the action plan, click Browse.

10.	For some actions, you can add an inspection task, indicators, corrective tasks, follow-up work, or standard documents to the action plan. If the action supports it, the appropriate tab or button appears in the Action Plans tab.

•	You can add inspection tasks, indicators, correctives tasks, and follow-up work for inspections, monitor, no inspection, and strategy actions.

•	You can add standard documents and follow-up work for modification/redesign.

For more information, see:

•	Adding Inspection Tasks and Indicators to RBI Action Plans

•	Adding Corrective Tasks to RBI Action Plans

•	Adding Follow-up Work to RBI Action Plans

•	Adding Standard Documents to RBI Action Plans

11.	If you wish to add a secondary action plan for the failure mode, see Creating Secondary RBI Action Plans.