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Creating an RCM2 Template

A strategy development analysis template is a group of settings that can be used as the basis for a strategy development analysis (MTA2, RCM2, SIF, or HAZOP). A template identifies failure modes for a type of asset, rather than for a specific asset. Similarly, it refers to indicator templates and task templates, not to specific asset indicators and standard tasks. It includes an operating context for assets and a maintenance strategy for each of its failure modes. In addition, an RCM2 template identifies functions and functional failures.
You can create a template from scratch or based on an existing analysis. Because the template is based on an asset type rather than a specific asset, there are some key differences between a template and an analysis:
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The asset type, rather than a specific asset, is displayed on the Strategy Development Analysis window.
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The Assets tab is not available in the template’s Strategy Development Analysis window.
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No asset information is displayed on the action plan’s Info Worksheet for a template.
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You can create or browse for an indicator template, task template, or job template to add to an action plan. When an analysis is created from the template or when the action plan is copied into another analysis, the system checks the asset for an existing indicator, standard task, or standard job based on the template. If it does not find one, a new indicator, task, or job is created using the template.
Note: If your APM environment includes multiple sites, analysis templates and failure modes can be used at sites with different site currencies. Any monetary amounts defined in failure modes 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).
You can organize analysis templates in a hierarchy that includes MTA2 and RCM2 templates. For more information, see Setting up a Hierarchy for RCM2 Templates.
This section explains how to:
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To Create an RCM2 Template Based on an Existing Analysis
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To Create an RCM2 Template from Scratch

To Create an RCM2 Template Based on an Existing Analysis

1.
Open the analysis. The Strategy Development Analysis window appears.
2.
Click the Analysis menu, Create, and Copy. The Copy Failure Mode wizard appears. For example:
3.
By default, all of the failure modes are selected. Clear the boxes for the failure modes that you wish to exclude.
4.
Click Next. The Identify Target step appears.
5.
In the Analysis option list, select “New RCM Template”.
6.
Change the target site, if appropriate. If the source analysis is allowed to be used at other sites, those sites are available in the Site list.
7.
The Asset type box displays the asset type of the primary asset of the source analysis. Select another asset type, if appropriate.
8.
If you wish to adjust mapping options for copying employees, trades, and maintenance groups, Click More Options. For more information, see Setting Mapping Options for a Failure Mode Copy.
9.
Click Next. The Identify Function step appears. For example:
10.
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:
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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
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Use the function and functional failure below – select the function and functional failure from the target analysis
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Create a new function and functional failure – provide descriptions in the Function and Functional failure boxes
11.
Click Next to view the Review Mappings step. This page displays matches for employees, trades, maintenance groups, and other resources.
12.
Click Next. The Confirm Copy step appears. For example:
13.
Check 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.
14.
The Failure Modes tab displays information about the 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.
15.
On the Confirm Copy tab, 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).
16.
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.

To Create an RCM2 Template from Scratch

1.
Select the site’s Strategy Development view and tab and the RCM2 tab.
2.
In the list of configurations, select RCM2 Templates. The tab now lists all of the templates that have been defined for your site or its related sites.
3.
Click New. The New Analysis Template dialog appears.
4.
Each analysis is assigned an analysis number by APM. You can change the number, but the new value must be unique for the site.
5.
Select an asset type from the list.
6.
In the Title box, the default name for the template follows this pattern:
Asset type - RCM2 template
You can change the title, if you wish.
7.
The site’s default analysis type is selected. You can choose another, if appropriate. 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).
8.
Select a parent template in the hierarchy, if appropriate.
For more information, see Setting up a Hierarchy for RCM2 Templates.
9.
Select an SDA study to associate with the analysis, if appropriate. Study references are used to group, filter, and order analyses.
Tip: You can also open the site’s Strategy Development view, Templates tab, and Asset Types tab. Select the asset type in the table, click the New list, and select the type of template to create. The Strategy Development Analysis window opens to the Properties view, General tab.
10.
Click OK. The Strategy Development Analysis window appears. The Facilitation view, Info Worksheet tab is shown.
11.
To set the general properties of the template, select the Properties view. The General tab displays information about the template. For example:
12.
Select the Documents tab to browse for standard documents that are relevant to the analysis.
13.
Select the Analysis Options tab to specify the sites where the template’s action plans are to be available. For example, if the template is available at the current site only, its action plans cannot be copied to analyses on other sites. You can also prevent the action plans from being copied by selecting Not available for use.
14.
Select the Failure Mode Options tab and the Template Options tab. The Failure mode descriptions can be changed option is selected by default. Clear this option if you want failure mode descriptions to be read-only.
You are now ready to develop the template by creating functions, action plans, and more.
See the following topics for more information:
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Developing RCM2 Functions and Failure Modes
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Developing Primary RCM2 Action Plans