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Setting up APM for RSS Analysis

Before you can begin analyzing assets, your APM environment must be set up to accommodate reliability strategy selection. This topic explains how to prepare APM for RSS.

Define Analysis Statuses and Events

Your organization can use analysis statuses to track the progress of analyses in APM. The status can determine the actions that can be performed on an analysis. For example, an analysis with the status “New” can have its properties changed, or the status “Implemented” could mean that the analysis is completed and no more changes can be made. You can allow statuses to be manually applied to analyses. You can also link statuses to events, such as “creation” or “sent for approval”. The status changes automatically when a linked event occurs.

You can set up workflow controls that automatically change the status when a certain action occurs with an analysis. For example, when the analysis is created, the status could be set to “New analysis” automatically.

For more information, see Setting up Statuses for RSS Analyses and Setting up RSS Events: Rules for Assigning Statuses.

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.

For more information, see Setting up Checklist Items.

Set Relative Risk and Asset Priority Thresholds

The asset’s prioritization analysis determines its priority: a number that represents the seriousness of the consequences of asset failure. The analysis also identifies the asset’s relative risk: a number that indicates the balance between the seriousness of failure consequences and the probability that failure will occur. When prioritization settings have been defined, stakeholders decide the thresholds that determine when relative risk and consequence priority are tolerable. Scores below the thresholds are considered tolerable.

The thresholds are used for reliability strategy selection. The analysis begins by assessing whether the asset’s relative risk is tolerable. If the performance is not satisfactory or the relative risk is too high, the analysis proceeds with the evaluation of the consequence priority. If the consequence priority number of the asset or any of its components is not tolerable, the recommended strategy for the asset is to conduct an RCM2 analysis.

For more information, see Setting Relative Risk and Asset Priority Thresholds.

Set up Analysis Numbering

Define the numbering settings for strategy development analyses. APM identifies each analysis with a number. You can define the format of the assigned numbers, as you can with other documents in strategy development settings.

Tip: The settings also show the number that APM will automatically assign to the next analysis that is created.

For more information, see Setting the Numbering Format for Analyses, Failure Modes, and Unwanted Situations.