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Developing Primary RCM2 Action Plans

An action plan in a strategy development analysis identifies an asset’s failure mode and recommends an action to prevent the failure or mitigate its consequences. For example, some RCM2 action types are condition-based maintenance and failure-finding maintenance.

If risk evaluation is used in the analysis, you can specify (in failure mode options) that the RCM2 evaluation be based on the results of the risk evaluation. In that case, the recommended action is selected automatically in the Primary Action Plan tab, and additional information can be supplied, for example, the frequency. The RCM2 evaluation always needs to be reviewed to ensure that it is complete.

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

Tip: You can open two or more action plans in separate windows. Right-click an action plan or failure mode in a table listing (for example, in the Decision Worksheet), click Open As, and then either Facilitation or Implementation, depending on the information you wish to view. The Maintenance Action Plan window opens.

Tip: You can press Ctrl + A to select all of the contents of any text box. This is handy if you wish to copy information from one box to another. You can also add action plans to an RCM2 analysis by copying them from another analysis or template. For more information, see Copying RCM2 Failure Modes.

This section explains how to develop the recommended action using the Maintenance Action Plan window.

To Develop a Primary Action Plan

1.	Open the analysis and select the Facilitation view, Info Worksheet tab. Double-click a failure mode to open the Maintenance Action Plan window.

2.	In the RCM2 Evaluation view, ensure that a strategy has been selected. This makes the Implementation view available in the window.

3.	Make sure that editing is enabled.

4.	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 condition-based maintenance:

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

5.	In the Recommended task area, provide a description of the recommended task in the text box.

6.	In the Details area, set the options for the task.

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

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

Action type	Option or tab	Description
Scheduled Restoration/Discard	Useful life	Age at which there is a rapid increase in the conditional probability of failure
	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	PdM technology used in the performance of the action
	Duration	Time required to complete the task
	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
Conditionbased maintenance	P-F Interval	Interval between the point when a potential failure is detectable and the point when the functional failure occurs
	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	PdM technology used in the performance of the action
	Duration	Time required to complete the task
	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 ability of the recommended task to prevent a failure or mitigate its consequences
Failure finding Maintenance	Failure-finding interval	Interval it is considered safe to wait before performing failure-finding maintenance. The interval is calculated or estimated based on the desired availability and the frequency of failure of the protective device or system. Click the calculator icon to open the Calculate Failure-Finding Interval dialog, provide inputs, and calculate the 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	PdM 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 ability 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 procedure to the action plan, click Browse.
No scheduled maintenance	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 ability of the recommended task to prevent a failure or mitigate its consequences

Note: For information about using the Calculate Failure-Finding Interval utility, see Calculating a Failure-Finding Interval for an RCM2 Analysis.

7.	For some actions, you can add an inspection task, indicators, corrective tasks, follow-up work, or standard documents to the analysis. If the action supports it, the appropriate tab appears in the dialog.

•	You can create inspection tasks, indicators, corrective tasks, and follow-up work for condition-based maintenance, failure-finding maintenance, scheduled restoration, or scheduled discard.

•	You can create corrective tasks and follow-up work when the action type is “No scheduled maintenance”.

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

For more information, see:

•	Adding Inspection Tasks and Indicators to RCM2 Action Plans

•	Adding Corrective Tasks to RCM2 Action Plans

•	Adding Follow-up Work to RCM2 Action Plans

•	Adding Standard Documents to RCM2 Action Plans

8.	For all recommended actions, you can add a list of the materials needed to perform the action. See Adding Critical Parts to RCM2 Action Plans.

9.	If you wish to add a secondary action plan for the failure mode, see Creating Secondary RCM2 Action Plans.