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Setting up APM for RCM2 Analysis

Before you can begin analyzing assets, your APM environment must be set up to accommodate RCM2 analysis. This topic explains the types of options that are available to prepare for RCM2 analysis and provides links to detailed information.

Define Site Ownership of Analyses and Templates

At the enterprise level, specify which site types can own RCM2 analyses and templates. An RCM2 template can be used at the site where it is owned and at any lower sites.

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.

Estimate Failure Modes for Assets

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 **Setting up Asset Types.

Set up Analysis Types for RCM2

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 RCM2 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 RCM2 analyses or templates, you can select one of these predefined values and provide an extensive operating context statement.

For information about defining operating contexts, 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 and apply to RCM2 failure modes:

•	Action plan statuses

•	Material types and classifications

•	Barrier types and more

•	Technologies

•	Evaluation groups

•	MEI override reasons for feasibility evaluations

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Symptoms

•	Duty codes

•	Severity of usage values

•	Task effectiveness ratings

•	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, several types of objects and tools need to be set up.

For failure mode risk analysis, you will need:

•	One or more risk matrices, as well as failure mode criticalities, consequence priorities, and risk plot lines

•	Failure probabilities and a probability questionnaire

•	Susceptibility to failure questionnaires to evaluate non-age related degradation, if applicable to your assets

•	Severities as well as questionnaires for Health and Safety, Environmental, and Reputation consequences

For more information about these settings, see:

•	Risk Analysis Settings

•	Failure Probability Settings

•	Consequence Severity 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:

•	Probability of failure – “Probability”

•	Economic severity – “Economic”

•	Health and safety severity – “Health and Safety”

•	Environmental severity – “Environmental”

•	Reputation severity – “Reputation”

•	Consequence of failure – “Consequence priority”

•	Confidence – “Confidence”

For more information, see Customizing Criticality Terminology.

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, task lists, and task list operations, can be viewed in APM sites and referenced as proposed and corrective tasks in RCM2 analysis.

For more information, see APM Interoperability Guide for SAP Plant Maintenance.