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Creating an RCM2 Analysis From Scratch

The first step in recording an RCM2 analysis in APM is to create the analysis from scratch or from a template. In the process, you will select the assets to be analyzed.
This section explains how to create an RCM2 analysis from scratch and includes links to more detailed explanations of some steps. For information about basing the RCM2 analysis on a template, see Creating an RCM2 Analysis From a Template.

To Create an RCM2 Analysis From Scratch

1.
From the site’s Strategy Development view and tab, select the RCM2 tab.
2.
From the New list, select From Scratch. The New Analysis dialog appears.
3.
Click the browse icon () to select the primary asset. The primary asset is usually the top asset in the hierarchy of the system to be analyzed.
Tip: You can also create an analysis by opening an asset and selecting the Strategy Development view and tab. Then select the Analyses tab. From the first New list, select RCM2. The New Analysis dialog appears, and the primary asset information is filled in.
4.
The Analysis type box shows the default type for RCM2 analyses, if a default has been assigned. An analysis type is a collection of preferred options that can range from the default analysis title to how risk analysis is performed (if at all). You can change or select the analysis type to quickly set default options for the analysis.
5.
Each analysis is assigned a number by APM. You can change the analysis number, but the new value must be unique for the site.
6.
If analysis titles are created automatically when the asset is selected, the Title box displays the default name. The name follows this pattern:
Asset type: Primary asset - RCM2
You can change the title, if you wish.
7.
Select an SDA study to associate with the analysis, if appropriate. Study references are used to group, filter, and order analyses.
8.
To include the primary asset’s descendants in the analysis, select Include the asset’s descendants and select the asset hierarchy.
Note: Component locations can be included in the analysis. However, component assets and their descendants cannot be included.
9.
If the primary asset represents a circuit, you have the option of adding the assets included in the circuit to the analysis.
10.
Click OK. If you are including the asset’s descendants in the analysis, a progress dialog might appear as the analysis is created. The Strategy Development Analysis window appears. The Facilitation view, Info Worksheet tab is shown.
11.
To set the general properties for the analysis, select the Properties view. The General tab displays information about the analysis. For example:
Tip: The Optimization view is available if you are using the Isograph Availability Workbench (AWB) to analyze and optimize the data in failure modes. You can then import optimization results into the analysis, review the recommendations in the Optimization view, and make appropriate changes to the action plans.
Before you can export failure modes, you must have installed the Availability Workbench with a valid license. Your APM license key must include the Reliability Strategy Development and Implementation and Performance Management modules, and the modules must be active on the sites where you want to use the functionality.
For information about using this functionality, see APM Integration Guide for Isograph Availability Workbench.
12.
The Details tab displays the analysis type, if one has been assigned to the analysis. You can select an analysis type from the list to set default options.
13.
If appropriate, select a change set from the list. This is usually a change authorization or change set number from a Management of Change (MOC) system.
14.
Select an SDA study to associate with the analysis, if appropriate. Study references are used to group, filter, and order analyses.
15.
If required, enter reference information, for example, the number for an external document.
16.
Review the planned start and completion dates for the analysis and change them if necessary.
Tip: If the analysis was created when an analysis request was processed, the planned start and completion dates are copied from the request.
17.
On the Project tab, you can add the analysis to a reliability project and associate the analysis with a project task. Reliability projects are typically used to organize and track analyses and objects. They usually use project tasks rather than work orders.
18.
On Operating Context tab, you can record the operating context statement for the asset. For more information, see Recording the Primary Asset’s Operating Context on an RCM2 Analysis.
19.
On the Analysis Team tab, you can record information about the analysis team members. For more information, see Adding Team Members to an RCM2 Analysis.
20.
Select the Analysis Description tab to record additional information about the analysis.
Tip: If the analysis was created when an analysis request was processed, the Analysis Requests tab displays the request.
21.
On the Assets tab, you can change the primary asset by clicking Change and selecting another asset.
22.
On the second Assets tab, you can view the assets in a list or select the Hierarchy tab to see the relationship between assets. You can add new or existing assets to the analysis. You can also double-click an asset to open, and if required, edit it. For more information, see Adding Assets to an RCM2 Analysis.
23.
The Comments tab helps the analysis team keep track of their work in analyzing assets. For more information, see Entering and Reviewing Comments on an RCM2 Analysis.
24.
Use the Meetings tab to record team meetings. For more information, see Recording Team Meetings on an RCM2 Analysis.
25.
The Checklist tab displays standard tasks for your organization’s analysis projects. For more information, see Working with the RCM2 Analysis Checklist.
26.
Select the Documents tab to browse for standard documents that are relevant to the analysis.
27.
While the analysis progresses, you can attach documents to it using the Attachments tab. For information about attaching a file, folder, note or URL to an analysis, see Adding Attachments to Objects.
28.
Select the Analysis Options tab.
29.
Specify the sites where the analysis will be available for copies. You can choose:
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All sites
•
This site only
•
This site and its descendants only
•
Not available for use
30.
The New asset options area shows the settings you selected on the New Analysis dialog when creating the analysis. If you intend to add assets, you can select a different hierarchy.
31.
Select the Failure Mode Options and Risk Options tabs to change the default settings for the analysis. For more information, see:
•
Setting Failure Mode Options for an RCM2 Analysis
•
Setting Risk Analysis Options for an RCM2 Analysis
32.
On the History view, Status tab you can change the Started on date for the analysis.
Tip: As the analysis progresses, you can select the Analysis Audit Info tab or the Asset Audit Info tab to monitor the status of the analysis and its assets.
33.
Select the Copy Requests tab when you wish to view failure mode copies for which the analysis was the source or target. For more information, see Copying RCM2 Failure Modes.
34.
Select the Activity Reports tab to view asset activity reports for this analysis and to view asset activity reports in which this analysis is included.
When you have completed these steps, you are ready to develop the analysis by creating functions, failure modes, and more.
See the following topics for more information:
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Developing RCM2 Functions and Failure Modes
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Performing RCM2 Failure Mode Risk Analysis
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Developing Primary RCM2 Action Plans
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Viewing the Decision Diagram for an RCM2 Analysis