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Setting Failure Mode Options for a SIF Analysis

This topic explains how to set the failure mode options for a SIF analysis. These options include:
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Activate failure mode versioning, if appropriate
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Limit units of measure to the time category for PF intervals, failure-finding intervals, and Useful Life values
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Support for extended effects on failure modes, consisting of local effects, intermediate effects, end effects, and worse case effects
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Define default text for failure effects and tasks
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Specify whether the recommended action is implemented using provisions or action plans
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Set failure cost options to specify how avoidance savings values are used
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Specify whether indicators are automatically added to the failure mode’s inspection task
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Set options for indicator collection information. You can specify how default values are assigned to indicators that are added to action plans. These values make it easier for users to find indicators based on trade, maintenance group, PdM technology, operating condition, and expected collection frequency. An indicator created using a template can receive its values either from the indicator template or the action plan to which it is added. Existing indicators can have their values updated from the action plan.
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Specify failure-tracking values for indicator alarm states. Indicator alarm states can specify that failure records are automatically created when users acknowledge alarms with work orders, work requests, or by marking the alarms as being fixed during inspection. The alarm state can also specify the failure mode reference and P-F interval to be copied to the failure record. You can specify that the indicator be updated with the failure mode reference and P-F interval from the action plan to which it is added.
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Define behavior when indicators, standard tasks, or standard jobs are deleted from action plans
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Hide or show the Failure mode note sidebar in Maintenance Action Plan windows
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Specify the information that will be shown or hidden in the Maintenance Action Plan window
This topic explains how:
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To Set Failure Mode Details
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To Enable Provisions or Action Plans Only
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To Set Failure Costs Options
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To Set Indicator Options
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To Set Deletion Behavior Options
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To Set Format Options

To Set Failure Mode Details

1.
Open the Strategy Development Analysis window.
2.
Make sure that editing is enabled.
3.
On the Properties view, select the Failure Mode Options tab.
4.
On the Details tab, set the following options:
Setting Name
Description
Failure mode versioning
When versioning is supported, the analysis team can create a new version of the failure mode.
Limit units of measure to units in the time category
Select this option to restrict PF intervals, failure-finding intervals, and Useful Life values to measures of time (hours, days, weeks, and so on). Otherwise, these values can use other units of measure, for example, cycles, operating hours, or kilometers.
Supports extended effects
When extended effects are supported, four separate effects statements can be entered for each failure mode:
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Local effect on the specific equipment
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Intermediate effect on a higher level equipment or asset
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End effect on the asset or system being analyzed
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Worst-case effects
5.
In the Default failure effects text box, you can enter text that will automatically appear in the Failure Effect box of new failure modes.
6.
In the Default task text box, you can enter text that will automatically appear in the Task boxes for new failure modes.

To Enable Provisions or Action Plans Only

1.
Select the SIF and HAZOP Options tab.
2.
By default, the results of a SIF or HAZOP failure mode can be implemented with both provisions and action plans. Alternatively, you can specify that only provisions or action plans are available:
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Provisions only – On the Maintenance Action Plan window, the Safety Provisions view is available once the strategy is selected. The Feasibility (if applicable) and Implementation views are hidden.
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Action plans only – On the Maintenance Action Plan window, the Feasibility (if applicable) and Implementation views are available. The Safety Provisions view is hidden.

To Set Failure Costs Options

1.
Select the Failure Costs tab.
2.
Select the avoidance savings options:
Setting Name
Description
Include economic impact for economic effects when economic evaluation is not performed
When the analyst clicks one of the economic impact buttons on the risk matrix, that severity’s economic impact amount is used in the avoidance savings calculation. The amount is shown on the failure mode’s Failure Data tab.
However, if the analyst uses the Economic Evaluation Questionnaire, the results of the evaluation is used.
Include economic impact value for health and safety effects
When the analysis team performs a criticality analysis, the selected Health and Safety severity’s economic impact amount is included when the failure mode’s avoidance savings is calculated. The amount is shown on the failure mode’s Failure Data tab.
Include economic impact value for environmental effects
When the analysis team performs a criticality analysis, the selected Environmental severity’s economic impact amount is included when the failure mode’s avoidance savings is calculated. The amount is shown on the failure mode’s Failure Data tab.
Include economic impact value for reputation effects
When the analysis team performs a criticality analysis, the selected Reputation severity’s economic impact amount is included when the failure mode’s avoidance savings is calculated. The amount is shown on the failure mode’s Failure Data tab.

To Set Indicator Options

1.
Select the Indicators tab.
2.
Specify whether indicators on the action plan are automatically added to its inspection task. You can choose one of the following:
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Do not add indicators automatically
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Add indicators automatically – when an inspection task is added, indicators currently on the action plan are added to the standard task. When indicators are later added to the action plan, they are automatically added to the standard task.
3.
If indicators are added automatically, you can have inactive indicators activated. When an existing standard task is selected as the inspection task, its indicators are checked when it is added to the action plan. If collection has been deactivated for any of the indicators, it is activated.
To enable this functionality, select Activate indicators that are currently inactive for collection.
4.
When developing a failure mode on an RBI analysis, you can calculate the next inspection date on a failure mode and then update the indicators’ next reading dates. Indicators are updated when the action plan is marked “Facilitation Complete”. On the indicator, “Next reading due” is set to the failure mode’s next inspection date. The Next reading date source box displays “Failure mode degradation rate”.
To enable this functionality, select Update indicator next collection date with FM’s next inspection date.
5.
Specify where an indicator that is created from an indicator template gets its collection information. You can choose one of the following:
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Use the values from the indicator template
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Use the values from the action plan
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Use the values from the action plan if those from the template are blank
Note: When you create an indicator based on an indicator template, the system checks to see if the asset already has an indicator based on that template. If such an indicator exists, it is used in the analysis, and a new indicator is not created. In this situation, the indicator is not affected by the options described above. If you want the indicator to be updated with the action plan’s values, be sure to set the appropriate option for adding existing indicators to analyses, as described next.
6.
For existing indicators that are identified on action plans, specify where the indicator gets its collection information. You can choose one of the following:
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Use the values from the indicator
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Use the values from the action plan
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Use the values from the action plan if those from the indicator are blank
7.
 
8.
Specify where an indicator that is created from an indicator template gets its failure-tracking values. You can choose one of the following:
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Use the values from the indicator template
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Use the values from the action plan
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Use the values from the action plan if those from the template are blank
9.
For existing indicators that are identified on action plans, specify where the indicator gets its failure-tracking values. You can choose one of the following:
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Use the values from the indicator
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Use the values from the action plan
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Use the values from the action plan if those from the indicator are blank
Note: If indicators are to be updated, they are modified when the action plan’s status changes to “Implementation completed”.

To Set Deletion Behavior Options

1.
Select the Deletion tab.
2.
Specify how APM is to respond when you delete an indicator, standard task, or standard job from an action plan.
Note: Skip the Optimization tab. Isograph Availability Workbench is not available for SIF analyses.

To Set Format Options

1.
Select the Format tab if you wish to hide tabs on the Maintenance Action Plan window.
2.
Set the options for the appearance of the Maintenance Action Plan window:
Setting Name
Description
Description and notes sidebar
Hide or show the Analysis note and Evaluation comments areas in the Maintenance Action Plan window.
Tip: The analyst can add information to the Analysis Note and Evaluation Note tabs located in the Details view, if available.
Failure data
When this option is selected, the Failure Data tab appears in the Maintenance Action Plan window.
Failure pattern
When this option is selected, the Failure Pattern tab appears in the Maintenance Action Plan window.
Details
When this option is selected, the Details tab appears in the Maintenance Action Plan window.
Details
When this option is selected, the second Details tab appears on the Details tab in the Maintenance Action Plan window.
Usage
When this option is selected, the Usage tab appears on the Details tab in the Maintenance Action Plan window.
Review requests
When this option is selected, the Review Requests tab appears on the Details tab in the Maintenance Action Plan window.
Photos
When this option is selected, the Photos tab appears on the Details tab in the Maintenance Action Plan window.
Notes
When this option is selected, the Notes tab appears on the Details tab.
Symptoms
When this option is selected, the Symptoms tab appears on the Details tab in Maintenance Action Plan windows.