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Reviewing RCM2 Assets’ Reliability Programs

The analysis team can review reliability programs for the analysis assets. Review features include:
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APM provides summaries of assets’ strategy development, reliability programs, and work management.
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You can create requests for Reliability Program Reviews for assets, standard tasks, standard jobs, job tasks, and indicators. In the Request dialog, specify an action like create, modify, or delete an item and optionally add a work planning document.
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You can view Reliability Program Review requests at the site or object level. Process an existing request by attaching a work document to monitor the requested action. You can also cancel requests or mark them “Completed”.
Tip: Reliability program requests are useful, for example, when you are using CMMS integration because they allow you to track changes that need to be carried out in the CMMS system, outside of APM.
When APM is configured to interact with another system, the site’s interoperability profile specifies the reliability program(s) in use. The options are APM, CMMS system, AssetWise Interoperability, or a combination.
When the AssetWise Interoperability reliability program is included, standard jobs and job tasks are not available. You can create requests for reviews for solution packages and cycles and standard tasks.
When APM has been configured to use AssetWise Enterprise Interoperability (AWEIS), you can add a request for work as the planning document in the review request.
When the CMMS system reliability program is included, you can take advantage of the following:
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If all work management functions are handled in SAP, standard jobs and job tasks are not required. You can create requests for reviews for assets, standard tasks, and indicators
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In the review request, add a maintenance order or notification as the planning document. The document is created or updated in SAP when you click OK, so there is no need to process the request
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In strategy development analyses you can do the following:
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In the Strategy Development Analysis window, select the System Information view and the System tab to view the primary asset’s reliability program. Select the Assets tab to view information for other analysis assets.
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Add a secondary action plan with the recommended task “Review existing maintenance”. Add your work document on the Follow Up tab. For more information, see Creating Secondary RCM2 Action Plans.
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When you add a corrective task or job to an action plan, you can indicate that a reliability program update is required, specifying whether the update is to create, modify, or delete an object. When the failure mode is marked “Facilitation Completed” or “Implementation Completed”, the request is created automatically. For more information, see Adding Corrective Tasks to RCM2 Action Plans.
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When you add an indicator to an action plan, you can right-click it in the table and click Review Request Details. In the dialog that appears, specify the reliability program update required. When the action plan is marked “Facilitation Completed” or “Implementation Completed”, the request is created automatically.
Tip: When the action plan’s status changes to “Facilitation Complete” or “Implementation Complete”, its review requests are displayed in the site’s Reliability Program view, Review tab, Requests tab. The Request Source column displays “Action plan”, for example, “Action plan corrective task”.
This topic explains how:
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To View Summaries for the Site
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To Request a Reliability Program Review
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To Add an APM Planning Document to the Review Request
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To Add an AWEIS Request for Work to the Request
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To Add an SAP Notification to the Review Request
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To Add an SAP Maintenance Order to the Review Request
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To Work with Requests for Reliability Program Reviews

To View Summaries for the Site

1.
In the Site window, select the Assets view and the Summaries tab. For example:
The Strategy Development Summary tab lists the assets, counts of their failure modes, and counts of their MTA2, RCM2, RBI, HAZOP, SIF, CPR, RCA, and RSS analyses.
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Select the Reliability Program Summary tab. This tab lists the assets and counts of their standard tasks, standard jobs, job tasks, indicators, and standard documents.
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Select the Work Management Summary tab. (If APM is configured to interact with an SAP system, this tab is not available.) As well as assets, this tab lists counts of all tasks that have not been canceled or rejected and have been requested in the past five years. It lists counts of tasks according to their purposes, for example, inspection tasks and corrective maintenance. From the configuration list, you can select “Corrective work orders and failure mode counts”.
If APM is configured to interact with AWEIS, the Work Summary tab also lists work requests and requests for work.
Tip: To view similar summaries for an individual asset, open the Asset window, select the Hierarchies view and then the Physical Hierarchy Summaries tab for the first hierarchy (for example, Physical Hierarchy Summaries).
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If APM is configured to interact with an SAP system, the SAP Summaries tab is available in the site’s Assets view. It contains the Functional Locations and Equipment tabs, which lists the items and counts of their notifications, maintenance orders, and so on.

To Request a Reliability Program Review

1.
Right-click the asset, standard task, task template, standard job, job task, or indicator in a table, click Reliability Program Review, and then New Request. The Reliability Program Review Request dialog appears. For example:
The identification area at the top of the dialog shows the ID number and name of the item you selected, as well as the site. If the request is for a task, job, job task, or indicator, its asset is also identified.
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Select the type of action requested: New, Modification, or Deletion.
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In the Request box, provide a brief description of the request for identification purposes.
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On the Description tab, enter detailed instructions for the request.

To Add an APM Planning Document to the Review Request

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You can add a planning document at this time or when the request is processed. The document is created when the review request is processed. To request that a work order or work request be created, select the Planning Document tab.
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Click Create and the type of document. For example:
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Select the appropriate options to add a work request or work order. If you select Work order, you can create a work order and task, or you can link the request to an existing work order and task.
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If you are creating a work document, provide a title, select a work type, work classification, work priority, completion date, and maintenance group.
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If work documents need to be approved at this site, select the appropriate approval route.
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Select the Notes tab to record additional details.
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Click OK to create the review request and close the dialog.

To Add an AWEIS Request for Work to the Request

1.
You can add a planning document at this time. Select the Planning Document tab and click Create work document. For example:
For more information, see Creating a Request for Work from Scratch.

To Add an SAP Notification to the Review Request

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You can add a planning document at this time. The notification is updated or created in SAP when you click OK. Select the Planning Document tab and click Create work document. For example:
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In the Type of document list, select “Notification”. The Planning Document tab changes as follows:
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To use an existing notification, select the New or existing document list and click “Existing document”.
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Click the browse icon to open the browse dialog, where you can select criteria for filtering the list of documents.
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Click to view the list of items. (You can return to the criteria to refine the filters by clicking .)
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Select the notification and click OK. The notification number and description are displayed in the dialog.
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Skip to step 5.
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To add a new notification, select the New or existing document list and click “New document”.
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The selected notification type is defaulted from the site’s interoperability profile. You can change this value if needed.
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If the asset (or one of its ancestors in the asset hierarchy) is linked to an SAP functional location, equipment, or both, the information is displayed in the dialog. If both a functional location and equipment are selected, the functional location’s information is defaulted. You might also be able to select these SAP objects if they are not defaulted from an asset.
The following information from the functional location or equipment is displayed:
Planning and maintenance plants
Planner group
Main work center
Location, room, plant section
ABC indicator
The site’s interoperability profile determines which default values you can change for the new notification.
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In each of the Breakdown, Location, Item, Task and Activity, and Description tabs, review and change the values, as needed.
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Select the Notes tab to record additional details.
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Click OK to create the request and close the dialog.

To Add an SAP Maintenance Order to the Review Request

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You can add a planning document at this time. The maintenance order is updated or created in SAP when you click OK. Select the Planning Document tab and click Create work document. For example:
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To use an existing maintenance order, select the New or existing document list and click “Existing document”.
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Click the browse icon to open the browse dialog, where you can select criteria for filtering the list of documents.
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Click to view the list of items. (You can return to the criteria to refine the filters by clicking .)
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Select the maintenance order and click OK. The maintenance order number and description are displayed in the dialog.
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Skip to step 5.
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To create a maintenance call, select Maintenance plan call.
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Click the browse icon to open the browse dialog, where you can select criteria for filtering the list of documents.
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Click to view the list of items. (You can return to the criteria to refine the filters by clicking .)
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Select the maintenance plan and click OK. The maintenance plan’s identifier and description are displayed in the dialog.
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Select the package.
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Skip to step 5.
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To use a new maintenance order, select the Existing or new document list and click “New document”.
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The selected maintenance order type is defaulted from the site’s interoperability profile. You can change this value if needed.
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If the asset (or one of its ancestors in the asset hierarchy) is linked to an SAP functional location, equipment, or both, the information is displayed in the dialog. If both a functional location and equipment are selected, the functional location’s information is defaulted. You might also be able to select these SAP objects if they are not defaulted from an asset.
The following information from the functional location or equipment is displayed:
Planning and maintenance plants
Planner group
Main work center
Location, room, plant section
ABC indicator
The site’s interoperability profile determines which default values you can change for the new maintenance order.
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Select the type of task list that applies to the maintenance order: General, Functional Location, or Equipment.
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Click the browse icon to select the task list to use.
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In each of the Details, Location, and Description tabs, review and change the values, as needed.
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Select the Notes tab to record additional details.
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Click OK to create the request and close the dialog.

To Work with Requests for Reliability Program Reviews

1.
In the Site or Asset window, select the Reliability Program view, Review tab, and Requests tab. This tab lists requests made for assets, standard tasks, standard jobs, job tasks, and indicators. Here is an example from the Site window:
Note: If APM has been configured to interact with SAP Plant Maintenance, the site’s interoperability profile can specify that only the CMMS system’s reliability program is used. In that case, the Jobs, Job Tasks, and Work Management Summary tabs are not displayed. Similarly, if AWEIS is active, the Jobs and Job Tasks tabs are not displayed.
Tip: To view requests according to type of object, select the Assets, Tasks, Jobs, Job Tasks, and Indicators tabs.
Tip: To view requests in a Standard Task, Standard Job, or Indicator window, select the History view and then the Review Requests tab.
Reliability program requests can have the following statuses:
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Pending – The request does not have a work document.
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Submitted – A work request or work order has been added to the request. If the work document is an SAP notification or maintenance order, the document has been created in SAP.
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Completed – The request has been marked “Completed”.
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Canceled – The request has been marked “Canceled”.
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To process a request, select it in the table, click the Selected list, and then Process Request. The Reliability Program Review Request dialog appears. For example:
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If you wish to add a planning work document, follow the instructions in one of the previous sections.
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Click OK to create the document (if appropriate), update the request, and close the dialog. On the Requests tab, the review request’s status changes to “Submitted”. If you created a work document, you can open the Request dialog to view its number on the Planning Document tab.
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To close a request, select it in the table, click the Selected list and then Mark as Completed. The request’s status changes to “Completed”.
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To cancel a request, select it in the table, click the Selected list and then Cancel Request. The request’s status changes to “Canceled”.