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Creating a SIF Analysis From a Template

A SIF analysis template is a group of settings that can be used as the basis for an analysis. The template identifies failure modes for a type of asset, rather than for a specific asset. Similarly, it refers to indicator templates, task templates, and job templates, not to specific asset indicators, standard tasks, and standard jobs. It includes a recommended strategy for each of its failure modes.

Creating a SIF analysis using a template typically involves these tasks:

•	Use the Copy Failure Modes wizard to select a template, the assets to analyze, and the failure modes

•	Define additional failure modes as needed

•	Check the team members copied from the template and make corrections as needed

•	Fine-tune action plans

•	Document the project with a description, notes, and attachments, as required

Tip: To view information about an analysis’ source template, open the analysis, select the Action Plans view and the Source Templates tab.

This topic explains how to start a SIF analysis from a template. For information about creating an analysis from scratch, see Creating a SIF Analysis from Scratch.

To Create a SIF Analysis From a Template

1.	Select the site’s Strategy Development view, Strategy Development tab, and then the SIF tab.

2.	From the New list, select From a Template. The Copy Failure Modes wizard appears.

3.	Click the browse icon in the Analysis box to select the source template. The Strategy Development Analysis selector dialog appears, displaying all analyses. Select an option from the Configuration list to view a specific type of analysis.

4.	Select a template and click OK. The Failure modes to copy table displays the source’s failure modes. The asset type is displayed. For example:

5.	Select the failure modes to copy to the analysis.

6.	Click Next. The Identify Targets step appears.

7.	In the Analysis option list, select “New SIF”. For example:

8.	Change the target site, if appropriate. If the source template is allowed to be used at other sites, those sites are available in the Site list.

9.	In the Target structure starts at area, click the browse icon to select the target asset. This asset will be the primary asset in the analysis.

10.

To set mapping options for finding employees, maintenance groups, and trades that match those on the template’s failure modes, for example, if the target asset is on another site, click More Options. The Options dialog appears. For information about using this dialog, see Setting Mapping Options for a Failure Mode Copy.

Tip: For quick copies (when you do not need to adjust the mapping options or create a function), click Finish when you have selected the asset. The wizard performs the matching process and skips to the Confirm Selections step. Skip to step 15.

11.	Click Next. The wizard matches objects as needed and presents the mappings for your review. The Employees, Trades, and Maintenance Groups tables display the mappings.

Tip: To view information about a source object on any of the mapping tabs, right-click it and click Source. The Source dialog that appears contains tabs for the asset’s failure modes, indicators, tasks, jobs, job tasks, as well as the corrective tasks, jobs, and job tasks for the indicators. You can also view information about any secondary action plans included in the failure modes.

12.	Scroll to the right to review the mappings.

The Suggestion Origin column displays the method used for matching. The options are:

•	Previous match – the “Use results of previous copy” option is in effect

•	Suggested – the mapping is based on another criterion, for example, hierarchy level or attribute matching

•	Default – the source object is used as the target, provided that it is valid at the target site

•	Manual – the user selected the mapping

The Suggested Match Quality, Closeness, and Single Or Multiple Candidates columns show you the results of the smart mapping process.

13.	To view more information about the matching process, click Criteria and SQL. The Mapping Criteria and SQL window appears. Click Close when you are finished.

14.	To remove an employee, trade, or maintenance group from the copy request, select it in the table, click Selected, Mark Target As, and Excluded.

Tip: You can also double-click a mapping to review the Mapping dialog.

Note: If a mapping is marked as To be determined, the copy request cannot be processed. However, you can save and close it until you decide what to do with it. You can then re-open the request from a Copy Requests tab and finish defining and processing it.

15.	Click Next or Finish. The Confirm Selections step appears. For example:

16.

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. 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.

17.	In the Confirm Selections step, Acknowledgment tab, 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).

18.	Click Process or Finish if Process later is selected. One of the following occurs:

•	If Process later is selected, a confirmation message appears. Click Yes to save the copy request to be completed later.

•	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.

•	If Open target analyses is selected in the Confirm Selections step, the Strategy Development Analysis window appears.

19.	If you selected Open target analyses in the processing options, the analysis opens. Otherwise, open the analysis.

20.	Make sure that editing is enabled.

21.	Review and modify the analysis as needed. For related information, see:

•	Creating a SIF Analysis from Scratch

•	Adding Assets to a SIF Analysis

•	Adding Team Members to a SIF Analysis

When you have completed these steps, you are ready to develop the analysis by creating failure modes and more. Refer to the following topics for more information:

•	Creating SIF Failure ModesCreating SIF Failure Modes

•	Performing SIF Failure Mode Risk Analysis

•	Developing Primary SIF Action Plans