Concepts

Tasks

Settings

Changing the Status of RCM2 Failure Modes and Analyses

You can keep track of the strategy development process by monitoring and changing the status of analyses and failure modes. For example, the site’s Strategy Development view and tab, RCM2 tab displays the statuses of the analyses in the Analysis status column:

To view the statuses of failure modes, open the analysis, select the RCM2 Explorer view and then the Information worksheet node. The Action plan status column displays each failure mode’s status. For example:

The following table shows typical activities and the appropriate status of the analysis and its failure modes. The analysis statuses are also used for templates.

Activity	Analysis Status	Failure Mode Status
Create analysis (before adding failure modes)	Analysis in progress
Create a failure mode	Analysis in progress	Facilitation incomplete
Review a failure mode and mark it as Facilitation Completed	Analysis in progress	Facilitation completed
Review of a failure mode’s consequence priority reveals that it does not warrant implementation. Mark the failure mode as Implementation Not Required.	Analysis in progress	Implementation not required
When all failure modes have been added and analyzed, mark the analysis as Facilitation Complete	Facilitation complete	Facilitation completed
Analyze a failure mode that has been marked Facilitation completed and recommend an action plan. Mark the failure mode as Implementation Completed	Facilitation complete	Implementation completed
When all of the failure modes have been implemented, mark the analysis as Analysis Completed	Analysis completed	Implementation Completed or Implementation not required
To prevent changes from being made to a completed analysis, mark it as Closed	Closed	Implementation Completed or Implementation not required

When working with failure modes, keep the following in mind:

•	A failure mode cannot be marked Implementation Completed or Implementation Not Required unless it has been marked Facilitation Completed and has a recommended strategy.

•	Although a failure mode with the status Implementation Completed or Implementation Not Required cannot be edited, its status can be changed back to Facilitation Incomplete.

When working with the status of analyses, keep the following in mind:

•	Once closed, the analysis or template cannot be edited. However, you can change its status to anything else in order to modify it.

•	If your organization uses the APM formal approval process, the analysis status must be Analysis Completed or Closed before it can be sent for approval.

Tip: You can review the history of analysis status changes on the History view, Analysis Audit Info tab.

This topic explains how to change the status of failure modes and analyses.

To Change the Status of a Failure Mode

1.	Select the site’s Strategy Development view and tab, and select the RCM2 tab.

2.	Open the analysis containing the failure mode. Select the Facilitation view and the Info Worksheet tab.

3.	Do one of the following:

•	To complete a failure mode with a recommended action, right-click it, click Mark As, and then Facilitation Completed, Implementation Completed, or Implementation Not Required.

•	To reopen a completed failure mode, right-click it, click Mark As, and then Facilitation Incomplete.

To Change the Status of an Analysis or Template

You can change the status of analyses that have the status Analysis Completed or Closed.

1.	From the site’s Strategy Development view and tab, select the RCM2 tab.

Tip: You can also view the list of analyses from an asset’s Strategy Development view and tab, Analyses tab.

2.	Do one of the following:

•	Right-click the analysis, click Mark as, and then the status.

•	Open the analysis, click the Tools menu, Mark As, and then the status.