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Overview of Performing RBI Analysis

Performing RBI analyses involves identifying the assets’ failures modes, performing risk-based analysis, and developing action plans to prevent or mitigate failures. You can use APM RBI tools to record analyses as they are performed by the team. Performing an analysis involves the following tasks. Links are provided to topics that explain each task in detail.

Create the Analysis and Select Assets

Creating the RBI analysis involves selecting the primary asset or system to be analyzed, with or without its descendants. You can select an analysis type (a set of predefined options), change the default analysis type, or select options manually.

For more information, see Creating an RBI Analysis.

An analysis can also be created from an analysis request. For example, when an inspector reviews an indicator reading and decides that a failure mode review is required, the inspector can create a request for a strategy development analysis. When the request is processed, the analysis is created or updated. Information from the request is copied to the analysis: the requested start and completion dates are copied to the planning information on the General tab’s, Details tab. The Analysis Requests tab shows information about the original request.

It is a good idea to review a new analysis’ settings to ensure that they are appropriate for the asset and process. For more information:

•	Setting Failure Mode Options for an RBI Analysis

•	Setting Risk Analysis Options for an RBI Analysis

As the analysis progresses, you might wish to add assets to the analysis hierarchy that you identified when creating the RBI. You can also change the primary asset on an RBI analysis, update the analysis hierarchy, and renumbers assets in the analysis.

For more information:

•	Adding Assets to an RBI Analysis

•	Renumbering Assets and RBI Failure Modes

•	Changing the Primary Asset on an RBI Analysis

•	Updating the Asset Hierarchy Snapshot for an RBI Analysis

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 or failure modes are needed to define and respond to different failure modes and effects. In this case, you can provide a description of the analysis scope. The same asset can be added to the analysis as many times as required, each with a difference scope description.

For more information, see Working with Asset Scope on an RBI Analysis.

Record the Primary Asset’s Operating Context

The analysis team will find it helpful to define the circumstances in which the assets operate before they develop failure modes and action plans. You can enter a detailed description of the operating context, including how and where the asset is used and the performance criteria that apply to output, throughput, safety, environmental integrity, and so on.

For more information, see Recording the Primary Asset’s Operating Context for an RBI.

Manage the Analysis

APM provides tools to help you manage the analysis project, from recording team members, to documenting meetings, to recording comments. For more information:

•	Adding Team Members to an RBI Analysis

•	Entering and Reviewing Comments on an RBI Analysis

•	Recording Team Meetings on an RBI Analysis

•	Working with the RBI Analysis Checklist

Add and Analyze Failure Modes

A failure mode is a single event that causes a functional failure. For risk-based inspection, the failure of concern is loss of containment of pressurized equipment. Examples of failure modes are “Sudden rapid fracture after stress” and “Corrosion due to moisture associated with atmospheric conditions”.

A failure effect is the consequence of a failure mode. For example, when a pump’s impeller becomes worn (failure mode), the flow through the pump declines until it no longer delivers liquid at the required rate.

Create or copy one or more failure modes and their failure effects. You can also populate the damage mechanism library with generic RBI failure modes, which can then be added to analyses.

For each failure mode, you can record degradation information, barriers, and degradation rates. For assets prone to degradation that is not age-related, you can perform susceptibility to failure evaluations using the questionnaire created for your organization. You can perform failure mode or demand scenario risk analysis, depending on the requirements of the asset. As the analysis progresses, you might wish to update failure mode sequence numbers.

For more information:

•	Adding Failure Modes to the RBI Damage Mechanisms Library

•	Adding Failure Modes to an RBI Analysis

•	Recording Degradation Data on RBI Failure Modes

•	Adding Barriers to RBI Failure Modes

•	Adding Degradation Rates to RBI Failure Modes

•	Evaluating Susceptibility to Failure for RBI Failure Modes

•	Performing Risk Analysis for RBI Failure Modes

•	Performing RBI Risk Analysis with Weighted Severities

•	Performing RBI Demand Scenario Risk Analysis

•	Viewing Risk Analyses for RBI Failure Modes

•	Recording Failure Data for RBI Failure Modes

•	Copying Failure Modes for RBI Analyses

•	Renumbering Assets and RBI Failure Modes

Develop and Implement Action Plans

You can evaluate the economic feasibility of implementing the proposed tasks. Then develop the action plans for the selected strategy by describing tasks, determining frequencies, and more.

In some cases, you might need to create secondary action plans for failure modes. For example, a failure mode might require a condition-based maintenance task to check for signs of wear, a secondary modification to procedures (for example, training for maintenance personnel), and scheduled restoration in the future. You can add secondary actions as you are developing the analysis, or you can add them later.

For more information:

•	Evaluating the Feasibility of RBI Maintenance Tasks

•	Developing Primary RBI Action Plans

•	Creating Secondary RBI Action Plans

Add Inspection Tasks and Indicators to Action Plans

An inspection task is a standard task that lists the indicators to be read to perform an asset inspection. You can add an existing standard task to the action plan or create one from scratch or from a template. When you create an inspection task from scratch, you can add new indicators or specify a dynamic route to collect existing indicators for route assets.

Depending on the type of action, you can create or select indicators to monitor assets for potential failure. When you have developed action plans, you can generate a report that shows how indicators are distributed on standard tasks.

For more information:

•	Adding Inspection Tasks and Indicators to RBI Action Plans

•	Reviewing Indicator Collection Information on an RBI Analysis

Add Corrective Tasks, Documents, and Follow-up Work to Action Plans

Depending on the type of action, you can create or select a corrective task to support the recommended action. If the asset is to be modified or redesigned, you can assign a standard document to the action plan. You can also assign objects like work requests, requests for work, or work order tasks for follow-up work.

For more information:

•	Adding Corrective Tasks to RBI Action Plans

•	Adding Follow-up Work to RBI Action Plans

•	Adding Standard Documents to RBI Action Plans

•	Viewing RBI Failure Modes for Standard Tasks and Jobs

Add Critical Parts to Action Plans

For all types of analyses and recommended actions, you can add a list of the materials needed to perform the action. Select from the parts catalog or define non-cataloged items, providing their part IDs, names, and quantities.

If you maintain a resource catalog in APM (and interoperability is not enabled for the site), you can select material resources from the catalog.

You can also develop a catalog of parts for use in the site’s analyses.

Note: To use this functionality in APM, you must enable feature 42. In the Enterprise window, select the Customization Center view and the Enabled Features tab. Click Browse, select “Support for critical parts identification on a maintenance action plan”, 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.

For more information, see Adding Critical Parts to RBI Action Plans

Monitor the Status of Analyses

Monitor the status of an analysis by reviewing failure modes and marking them “Facilitation Completed” and “Implementation Completed”. When implementation has been completed for all of its failure modes, the change the analysis’ status to “Analysis Completed”.

If your organization uses the APM formal approval process, it is typically employed to vet the analysis when implementation has been completed for all failure modes. When the analysis has been approved, you can close the analysis.

You can define action plan task statuses for use with failure modes and action plans in addition to the statuses provided by APM (Facilitation Incomplete, Facilitation Completed, Implementation Completed, and Implementation Not Required). Facilitators and implementers can then use the additional statuses to co-ordinate their efforts, for example, marking an action plan for follow-up or review.

For more information:

•	Changing the Status of RBI Failure Modes and Analyses

•	Sending an RBI Analysis for Approval

•	Working with RBI Action Plan Task Statuses

View Information About the Analysis

At any time, you can review analysis summaries or detailed information about an analysis’ status and history. The Analysis Summary view provides information about the analysis’ assets, action plans, indicators, tasks, and jobs. The Implementation view provides a list of action plans, their failure modes, recommended actions, corrective tasks, and indicators. You can also review the reliability programs for the analysis assets.

You can also print several reports from the analysis, including lists of action plan details and failure modes.

For more information:

•	Viewing Information About an RBI Analysis

•	Reviewing RBI Assets’ Reliability Programs

•	Viewing RBI Failure Modes and Action Plans

•	Printing RBI Analysis Reports

Link Action Plans to Projects

When the recommended action is to modify or redesign the asset, you can link the action plan to a project to plan and track the modifications.

For more information:

•	Linking RBI Action Plans to Projects

•	Working With a Project’s Links to RBI Action Plans