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Setting Risk Analysis Options for an RCM2 Analysis

This topic explains how to set the risk analysis options for an analysis. If the analysis uses an analysis type, the risk analysis settings are copied from the analysis type. You can review and change them as required.
There are four initial options for risk analysis:
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Use evaluation forms – The analysis team uses pop-up questionnaires to evaluate the probability of failure, consequences (economic, health and safety, environmental, and reputation), and confidence factors. APM then calculates the risk and shows it in the risk matrix. This process can be used with failure modes or demand scenarios.
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Use weighted severity and relative risk – The analyst assesses the severity of economic, health and safety, environmental, and reputation consequences, assigning a number (weighting) to each factor. The analyst also enters the probability of failure and the confidence factor. APM then calculates the relative risk and shows it in the risk matrix. This process can be used with failure mode risk analysis only; it cannot be used to evaluate demand scenarios.
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Use embedded evaluation forms – The analysis team selects options in the Risk tab of the Maintenance Action Plan window to evaluate probability and consequence factors. Safety analyses (SIF and HAZOP) use this type of form.
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Not performed – Risk analysis features are not shown in the analysis window.
This topic explains how:
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To Set Options for Using Pop-up Evaluation Forms
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To Set Options for Using Weighted Severity and Relative Risk

To Set Options for Using Pop-up Evaluation Forms

1.
Open the Strategy Development Analysis window.
2.
Make sure that editing is enabled.
3.
On the Properties view, select the Risk Options tab. Click Use evaluation forms.
4.
On the General tab, select By failure mode. (Demand scenario risk analysis is normally performed on MTA2 or RBI analyses.)
5.
Set the following options:
Setting Name
Description
Risk matrix
The risk matrix specified as the default for risk analyses of this type. The matrix displays the results of the failure mode’s probability and severity evaluations, as well as its relative risk (criticality).
Default the action plan strategy and frequency from the risk matrix
If this option is selected, when the risk analysis has been performed, the recommended strategy and frequency (if applicable) are copied from the risk matrix entry to the action plan.
Supports detectability
The detectability value assigned in the criticality assessment is used in the calculation that determines the failure mode’s relative risk number.
6.
If risk analysis includes susceptibility to failure analysis, select the Susceptibility tab.
7.
Set the following options:
Setting Name
Description
Susceptibility to failure analysis is performed
A susceptibility to failure evaluation examines the asset’s non-age related degradation patterns. The evaluation uses a questionnaire to review the asset’s composition and materials, for example.
Questionnaire
A susceptibility to failure questionnaire presents the analyst with a series of questions. Like a decision diagram, the response to one question determines the next question, and so on, until a conclusion is reached.
8.
Select the Probability tab.
9.
Set the following options:
Setting Name
Description
Evaluation performed
When selected, this option allows the evaluation to be performed.
Use of evaluation questionnaires is allowed
When this option is selected, analysts can fill in an online form.
Evaluation form
Evaluation form that analysts use to perform the assessment.
Evaluation type
Evaluation forms can have these types:
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Simple – The evaluator can select one statement for each category on the form.
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Detailed – The evaluator can select two statements for each category on the form.
Use of evaluation buttons is allowed
When this option is selected, analysts can simply click the button that represents the result of their evaluation.
Score set to use
A score set assigns scores for each of the appropriate failure probabilities or consequence severities. Score sets make it possible to evaluate assets based on their material types or other characteristics.
Probability is based on estimated time between failures
The probability of failure is determined by the estimated time between failure (ETBF) without maintenance tasks. When this option is enabled, the Estimated time between failures without maintenance box appears in the Failure Mode window, Criticality tab.
10.
Select the Economic tab.
11.
Set the following options:
Setting Name
Description
Evaluation performed
When selected, this option allows the evaluation to be performed.
Number of trades
The number of trades used in economic consequence and feasibility evaluations to estimate labor costs for a failure. The maximum number is 5.
12.
For each of the trades, select a value from the list defined for the site.
13.
Select the default evaluation type:
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Simple – The evaluator can select one statement for each category on the form.
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Detailed – The evaluator can select two statements for each category on the form.
14.
When Use of evaluation buttons is allowed is selected, analysts can simply click the button that represents the result of their economic evaluation. If this option is not selected, the buttons are disabled.
15.
Determine whether supporting information is displayed in Economic Effects Evaluations. The following options are selected by default:
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Show supporting information notebook – Displays a small panel in the online form containing tabs for the different types of reference information
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Show asset properties – Asset Properties tab displays the failure mode asset’s general information, documents, photographs, manufacturer, and so on
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Show asset history – History tab displays checksheets, failures, and more
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Show asset barriers – Barriers tab displays failure barriers
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Show damage mechanism attachments – On RBI analyses, the economic evaluation’s Attachments tab displays the documents attached to the damage mechanism on which the failure mode is based
16.
Select the Health and Safety tab.
17.
Set the following options:
Setting Name
Description
Evaluation performed
When selected, this option allows the evaluation to be performed.
Use of evaluation questionnaires is allowed
When this option is selected, analysts can fill in an online form.
Evaluation form
Evaluation form that analysts use to perform the assessment.
Evaluation type
Evaluation forms can have these types:
•
Simple – The evaluator can select one statement for each category on the form.
•
Detailed – The evaluator can select two statements for each category on the form.
Use of evaluation buttons is allowed
When this option is selected, analysts can simply click the button that represents the result of their evaluation.
Score set to use
A score set assigns scores for each of the appropriate failure probabilities or consequence severities. Score sets make it possible to evaluate assets based on their material types or other characteristics.
Economic impact to use
The type of values used in the evaluation for the economic impact, for example, standard values or alternates.
18.
Select the Environmental and Reputation tabs in turn and set the options for using evaluation questionnaires and buttons.
19.
Select the Confidence tab.
20.
Change the default settings as required:
Setting Name
Description
Inspection factor confidence evaluation performed
A confidence evaluation is performed to determine the inspection factor. This option is only relevant when risk analysis is performed using pop-up evaluation forms. The Confidence tab appears in the Maintenance Action Plan window.
Positive adjustments
The maximum positive score for the confidence questionnaire. For example, if the positive adjustment is “2.0” and the sum of the selected responses’ confidence adjustments is “2.10”, APM retrieves the confidence factor assigned an evaluation score of “2.0”.
Negative adjustment
The maximum negative score for the confidence questionnaire. For example, if the negative adjustment is “-2.0” and the sum of the selected responses’ confidence adjustments is “-2.10”, APM retrieves the confidence factor assigned an evaluation score of “-2.0”.
Note: If you set the positive and negative adjustments to 0.00, the confidence evaluation questionnaire’s adjustment values are used.
21.
Select the Risk Plot tab. The risk plot chart can show either a single risk tolerance line or colored areas for one or more risk levels.
22.
Select the appropriate option:
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Risk plot uses a single risk line – risk plot chart displays a line to indicate the failure mode’s initial risk. Select the chart line style from the list, for example, “FM risk tolerance line”. Here is an example of a risk chart with a single line:
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Risk plot uses areas to show risk – Each severity level is represented by a colored area in the chart. The window changes as follows:
Select the appropriate chart line style for each risk level that you wish to show. Here is an example of a risk chart with all five areas:

To Set Options for Using Weighted Severity and Relative Risk

1.
In the Strategy Development Analysis window, Properties view, select the Risk Options tab. Click Use weighted severity and relative risk.
2.
On the General tab, set the following options:
Setting Name
Description
Risk matrix
The risk matrix specified as the default for risk analyses of this type. The matrix displays the results of the failure mode’s probability and severity evaluations, as well as its relative risk (criticality).
Default the action plan strategy and frequency from the risk matrix
If this option is selected, when the risk analysis has been performed, the recommended strategy and frequency (if applicable) are copied from the risk matrix entry to the action plan.
Supports detectability
The detectability value assigned in the criticality assessment is used in the calculation that determines the failure mode’s relative risk number.
3.
Select the Probability tab. To determine the probability of failure based on ETBF, select Probability is based on estimated time between failures. When this option is enabled, the Estimated time between failures without maintenance box appears in the Maintenance Action Plan window, Criticality tab.
4.
Select the Risk Plot tab. The risk plot chart can show either a single risk tolerance line or colored areas for one or more risk levels.
5.
Select the appropriate option:
•
Risk plot uses a single risk line – risk plot chart displays a line to indicate the failure mode’s initial risk. Select the chart line style from the list, for example, “FM risk tolerance line”. Here is an example of a risk chart with a single line:
•
Risk plot uses areas to show risk – Each severity level is represented by a colored area in the chart. The window changes as follows:
Select the appropriate chart line style for each risk level that you wish to show. Here is an example of a risk chart with all five areas: