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Browsing for RCM2 Functions and Functional Failures

This topic explains how to copy functions and functional failures, as well as their failure modes, into the analysis or template that you are working on.
Using the Copy Failure Modes wizard can involve as many as seven steps, depending on the type of copy you are doing:
1.
Select the source analysis or template
2.
Identify the target asset structure and mapping options
3.
Identify the function and functional failure (design FMECA and RCM2 analysis only)
4.
Review the mappings and change them as required
5.
Review failure mode mappings if you are copying to existing failure modes
6.
Confirm the selections and process the copy
7.
Review the results (if you have not deferred processing)
The steps appear at the bottom of each page. The current step is shown in blue. Any step that is not required for your copy is disabled.
Note: When a failure mode is copied, its status changes to Facilitation Incomplete in the target analysis.
Note: If you copy a failure mode from a site that uses a different currency, any monetary amounts defined on the action plan are converted to the asset’s site currency. If an exchange rate is not available, the amount is converted at par (for example, one U.S. dollar is equivalent to one Canadian dollar).
There are differences in the Copy Failure Mode wizard if you are copying from or to a template. The illustrations in the procedure show an analysis-to-analysis copy. Any differences in functionality for templates are explained where they occur.

To Browse for Functions

1.
Open the analysis or template into which you wish to copy the functions.
2.
Make sure that editing is enabled.
3.
Click the Tools menu and then Browse Functions.
Tip: You can also open the RCM2 Facilitation view, Info Worksheet tab, and then click Browse at the bottom of the Function area.
The Copy Failure Mode wizard appears.
4.
Click the browse icon () in the Analysis box to select the source analysis or template. The Strategy Development Analysis selector dialog appears, displaying all RCM2 analyses and templates.
5.
Select an analysis or template and click OK. The Functions to copy table displays the source’s functions. If the source is an analysis, the primary asset is displayed as the start of the source asset structure. If the source is a template, the asset type is displayed.
6.
Select the functions that you wish to copy.
Tip: For quick copies (when you do not need to adjust the mapping options), click Finish when you have selected the source analysis and the functions. If the source is a template, select a target (next step) and then click Finish. The wizard performs the matching process and skips to the Confirm Selections step. Skip to step 19.
7.
Click Next. The Identify Target step appears. This page differs depending on the characteristics of the source and target analyses.
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If the target is an analysis, the matching process starts with the primary assets on the source and target. For example:
In some cases, you might wish to change the source asset structure, target asset structure, or both. When the starting assets occupy parallel positions in their respective hierarchies, the mapping process is more likely to result in accurate matches.
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You can select Multiple target assets to display the analysis assets in the Target asset structures table. For example:
You can select the target assets to use in the matching process.
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If you are copying from a template to an analysis, the list is limited to assets of the type supported by the template. To remove this filter, clear the Limit assets to matching asset type option.
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If you are copying from an analysis to a template, only the Source structure starts at area is enabled. Skip to step 10.
•
If you are copying from one template to another, both source and target structure areas are disabled. Skip to step 10.
8.
If the Asset mapping list is available, you can change the asset mapping that will be suggested if APM cannot identify a matching target. The options are:
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Exclude – the source asset is excluded from the copy, as well as any failure modes, indicators, and standard tasks and jobs that refer to it
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Map to primary target asset – the source asset is mapped to the target asset selected as the starting point for the structure
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New – a copy of the source asset is created when the copy request is processed
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Same – the source asset is mapped to itself
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To be determined – you can select the mapping option later
9.
If available, select the option for failure modes:
•
Create new – a copy of the failure mode is created when the copy request is processed
•
Update existing – the source failure modes’ properties are copied to the target failure modes
10.
To set additional mapping options, click More Options. The Options dialog appears. For information about using this dialog, see Setting Mapping Options for a Failure Mode Copy. Click Close when you are finished.
11.
Click Next. The Identify Function step appears. For example:
12.
Select the target function and functional failure:
Setting Name
Description
Target function and functional failure
Select the function and functional failure to which the failure modes will be copied. The available options are:
•
Copy the source failure modes’ function and functional failure – copies of the function and functional failure are created in the target analysis when the copy request is processed
•
Use the function and functional failure below – select the function and functional failure from the target analysis
•
Create a new function and functional failure – provide descriptions in the Function and Functional failure boxes
13.
Click Next. The wizard matches objects as needed and presents the mappings for your review. For example:
Tip: To view information about a source object on any of the mapping tabs, right-click it and click Source. For example, the Source dialog that appears for an asset mapping contains tabs for the asset’s failure modes, indicators, work order tasks, jobs, and job tasks, as well as the corrective tasks, jobs, and job tasks for the indicators. You can also view information about any secondary action plans included in the failure modes.
14.
Scroll to the right to review the mappings.
The Suggestion Origin column displays the method used for matching. The options are:
•
Previous match – the “Use results of previous copy” option is in effect
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Suggested – the mapping is based on another criteria, for example, hierarchy level or attribute matching
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Default – for assets, the source and target primary assets are automatically matched. For employees, maintenance groups, and trades, the source object is used as the target, provided that it is valid at the target site.
•
Manual – the user selected the mapping
The Suggested Match Quality, Closeness, and Single Or Multiple Candidates columns show you the results of the smart mapping process. The following example shows that Trigram matching was used (the suggested match quality is “Partial match”), one partial match was found (single candidate), and a score of 0.5454546 was obtained. The candidate matches “Conveyor Belt” with “Conveyor”. An exact match has a closeness score of 1.0.
15.
To view more information about the matching process, click Criteria and SQL. The Asset Mapping Criteria and SQL window appears. For example:
To see information about mappings for other objects, select their tabs and click Criteria and SQL.
16.
To make adjustments to a mapping, select it in the table, click Selected, Mark Target As, and one of the options. Here is an example of the list for asset mappings:
The options are:
•
Mapped To – select this option to view the candidates and select another, if you wish. For more information, see Manually Changing an Asset Mapping.
•
Mapped to Primary Asset – the source asset is mapped to the target asset selected as the starting point for the structure
•
New – a copy of the source object is created when the copy request is processed
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Excluded – the source asset is excluded from the copy, as well as any failure modes, indicators, and standard tasks and jobs that refer to it
•
Same as Source – the source object is mapped to itself
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To Be Determined – you can select the mapping option later
For employees, trades, and maintenance groups, the Mark as options are New, Same As Source, and To Be Determined.
Tip: You can also double-click a mapping to review the Asset Mapping dialog.
Note: If a mapping is marked as To be determined, the copy request cannot be processed. However, you can save and close it until you decide what to do with it. You can then re-open the request from a Copy Requests tab and finish defining and processing it. For more information, see Revisiting RCM2 Failure Mode Copy Requests.
17.
Click Next. If you are updating existing failure modes, the Review FM Mappings step appears.
Review the mappings before proceeding. To change a mapping, right-click it, click Mark As, and click one of the options:
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New – the wizard creates a failure mode instead of updating the existing one
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Excluded – the failure mode is not copied
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To Be Determined – you can save the copy request and finish processing it later
18.
Click Next or Finish. The Confirm Copy step appears. For example:
19.
Review the items that will be created or updated. If an incorrect copy request is processed, you will have to make the corrections manually. Click View to see more details about the items.
The Failure Modes tab shows information about the source failure modes. If you wish to remove a failure mode from the list, right-click it and click Remove. Click Back to make adjustments on previous pages.
20.
In the Options area, select the processing options:
Setting Name
Description
Process Later
If this option is selected at the site level, failure mode copy requests are set to process later by default. The copy request is saved with the status “Process pending”. The user can later open the request to resume defining it or create a scheduled action (Process Failure Mode Copies) to perform the copies for all pending requests.
Open target analyses
Target analyses are opened after the copy request is processed.
Review results
The Results page is displayed after processing (if processing has not been deferred).
21.
Click Process or Finish if Process later is selected. One of the following occurs:
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If Process later is selected, a confirmation message appears. Click Yes to save the copy request to be completed later.
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If processing has not been deferred, the copy is completed. If Review results is selected, the Review Results step appears. For example:
To view more information, click Details. The Details window displays information about the source and target asset structures, asset mappings, employees, trades, maintenance groups, failure modes, and so on. For example:
Click Close to return to the wizard.
When you are finished reviewing results, click Close. You can view the information again on the Copy Requests tab for the site or the analysis.
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If Open target analyses is selected in the Confirm Selections step, the Strategy Development Analysis window appears.

Manually Changing an Asset Mapping

You can change an asset mapping manually in the Review Mappings step of the Copy Failure Modes wizard.
1.
Select the mapping in the Asset mappings table, click the Selected list, then Mark As and Map To.
The Map Asset To window appears.
2.
To change the mapping options, select an option in the Mapping option list. The options are:
•
Exclude – the source asset is excluded from the copy, as well as any failure modes, indicators, and standard tasks and jobs that refer to it
•
Map to – map to a matching asset
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Map to primary target asset – the source asset is mapped to the target asset selected as the starting point for the structure
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New – a copy of the source asset is created when the copy request is processed
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Same – the source asset is mapped to itself
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To be determined – you can select the mapping option later
3.
If you selected “Map To”, the next step is to select a new target asset. You can adjust the list of assets in the table using the Show options:
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Matching assets – displays candidates identified during the original matching process
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Assets in target structure – displays all assets in the target structure
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All assets – displays all assets on the site
4.
Select the new target asset from the table or click Browse next to the Target box and select a target.
5.
If the target asset has descendant assets in the analysis, you can apply the mapping option to them as well. Select one of the Update options:
•
Current mapping only – the default selection limits the update to the current mapping
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Descendants only – only descendants of the target asset are remapped
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Current mapping and descendants – both the current mapping and the descendants’ mappings are updated
6.
If you select to update descendants, the Descendants to update options are available:
•
Only descendants that are currently “to be determined” – only descendants that have not been mapped are updated
•
All descendants – descendants that have been mapped are also updated
7.
When you are finished, click OK to return to the Review FM Mappings step.