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Settings

Setting up APM for RBI Analysis

Before you can begin analyzing assets, your APM environment must be set up to accommodate RBI analysis. This topic explains the options available to prepare for analysis and provides links to detailed information.

Define Site Ownership of RBI Analyses

At the enterprise level, specify which site types can own RBI analyses.
For more information, see **Setting up Site Types.

Define Employee Roles

When an employee record is added to APM, by default the person is allowed to create and update all types of strategy development analysis. If your organization requires that specific employees take these roles, employee records can be updated to prevent others from doing so.
For more information, see Selecting Roles and Permissions for an Employee.

Set Strategy Development Options on Asset Types

You can set 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.
To make it easier for the analysis team to estimate the time required to complete analyses, you can enter the estimated number of failure modes per asset according to asset type.
Tip: To view the total estimated failure modes for assets according to type, on the Site window, select the Assets view, Summaries tab, and then the Failure Modes Estimate tab. This tab shows a chart of the estimate and count by asset type.
For more information, see
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Setting Strategy Development Options on Asset Types
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**Setting up Asset Types

Set up Analysis Types for RBI

An analysis type is a collection of preferred settings for strategy development analysis. The settings range from specifying how analysis titles are defaulted, to how avoidance savings are recorded on failure modes, to how risk analysis is performed (if at all), to whether analyses must be sent for approval. Selecting an analysis type on an analysis quickly ensures that its settings are correct and consistent with your organization’s standards.
When defining an analysis type, you can specify the kinds of analysis it can be used with: MTA2, RCM2, RBI, CPR, SIF, HAZOP, Design FMECA, or a combination. For example, you could create two types for MTA2, one with risk analysis and one without. Or you could create a type that applies to both MTA2 and RBI analyses.
Default analysis types can be assigned to each of the varieties of analysis. When you create an RBI analysis, its default analysis type determines the predefined settings and options in the analysis. When a default type has not been designated, you can select an analysis type when you create the analysis to quickly set up the options. In the Strategy Development Analysis window, the Properties view, General tab, Details tab shows the analysis type. You can change the default selections as required.
For information about defining analysis types and assigning default types, see Setting up Analysis Types.

Define Operating Context Values

In the Strategy Development settings for the site, you can define operating contexts. These are short values that describe the circumstances in which a physical asset or system is expected to operate. For example, Production and Standby are commonly used operating contexts.
When creating analyses, you can include the asset’s operating context by selecting a value and providing a description.
For more information, see Setting up Operating Contexts.

Define Modification Types

In the Strategy Development settings for the site, you can define modification types for use in action plans that recommend modifications or redesign of the asset.
For more information, see Setting up Modification Types.

Define Checklist Items

An analysis checklist is a list of “things to do” to remind the team of the steps they need to consider when performing the analysis. For each item that you add to APM settings, you can specify the varieties of analysis it applies to, identify it with an icon, and provide a description.
When recording an analysis, you can mark analysis checklist items as “Performed” and provide comments for them. APM records the employee who checked off the item, the date, and time. The analysis team can view the status of checklist items in the analysis window, Properties view, Checklist tab.
You can set up checklist items in the site’s Strategy Development settings. For more information, see Setting up Checklist Items for Strategy Development Analysis.

Set Smart Mapping Options for Failure Mode Copies

The copy function for failure modes includes smart asset mapping, which uses information about the source assets to identify matching assets in the target asset structure. Using the Copy Failure Modes wizard, you can select source and target asset structures, the failure modes to copy, and the criteria for identifying target assets. You can then confirm or change the matches that the system suggests. When you click Process, the wizard performs the copy and reports the results.
You can select smart mapping settings at the site-level to determine the default values shown in the Copy Failure Modes wizard. You can also save the mapping settings that you define for a particular copy request to the site level.
For more information, see Setting Smart Mapping Defaults for Failure Mode Copying.

Set up Document Numbering

You can define the formatting of failure mode and analysis numbers at the site level in Strategy Development settings.
Tip: The numbering settings also show the number that APM will automatically assign to the next failure mode and strategy development analysis that is created.
For more information, see Setting the Numbering Format for Analyses, Failure Modes, and Unwanted Situations.

Define Failure Mode Settings

The site’s Strategy Development settings include several objects and settings that are specific to failure modes:
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Action plan statuses
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Damage mechanisms (degradation patterns, mechanisms, and types, for example)
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Material types and classifications
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Barrier types and more
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Technologies
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Evaluation groups
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MEI override reasons for feasibility evaluations
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Symptoms
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Duty codes
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Severity of usage values
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Task effectiveness ratings
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Usage groups
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Failure mode filtering
For more information about these options, see Failure Mode Settings.

Set up Risk Analysis

Before the analysis team can perform risk analysis on failure modes or demand scenarios, several types of objects and tools need to be set up.
For failure mode risk analysis, you will need:
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One or more risk matrices, as well as failure mode criticalities, consequence priorities, and risk plot lines
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Failure probabilities and a probability questionnaire
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Susceptibility to failure questionnaires to evaluate non-age related degradation, if applicable to your assets
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Severities as well as questionnaires for Health and Safety, Environmental, and Reputation consequences
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Confidence questionnaires, as well as degradation types, inspection strategies, confidence factors, and inspection factors
For demand scenario risk analysis, you will need:
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One or more risk matrices, as well as failure mode criticalities, consequence priorities, and risk plot lines
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Failure probabilities, as well as likelihoods of failure, demand rates, demand scenarios, and a probability matrix
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Severities as well as questionnaires for Health and Safety, Environmental, and Reputation consequences
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Confidence questionnaires, as well as confidence factors
For more information about these settings, see:
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Risk Analysis Settings
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Failure Probability Settings
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Consequence Severity Settings
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Confidence Evaluation Settings
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Customize Criticality Terminology (Optional)

You can customize the labels shown in anomaly events, risk assessments, asset risk summaries, and analysis reports. For example, everywhere that “Economic” appears, you could have “Financial” displayed. The labels and their default values are:
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Probability of failure – “Probability”
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Economic severity – “Economic”
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Health and safety severity – “Health and Safety”
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Environmental severity – “Environmental”
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Reputation severity – “Reputation”
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Consequence of failure – “Consequence priority”
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Confidence – “Confidence”
For more information, see Customizing Criticality Terminology.

Set up RBI Lookup Tables and Evaluations for Risk Analysis

You can automate the process of analyzing a failure mode’s criticality using lookup tables and delivered calculations. You can also define your own custom calculations.
For more information, see:
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Setting up RBI Lookup Tables and Sets
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Setting up Probability of Failure Evaluations to use Lookup Tables
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Setting up Consequence Severity Evaluations to use Lookup Tables
Note: Support for criticality evaluation calculations is generally available. However, you must first enable feature 115 to use the functionality in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Practical RBI - criticality evaluation calculations” 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.

Set up Interoperability Options for SAP Plant Maintenance

APM provides plugin technology that allows users to view and reference live, read-only data from an SAP Plant Maintenance system. SAP data, such as maintenance plans, maintenance items, and task lists, can be viewed in APM sites and referenced as proposed and corrective tasks in RBI analysis.
For more information, see APM Interoperability Guide for SAP Plant Maintenance.