Concepts

Tasks

Settings

Creating a SIF Template

A SIF template is a group of settings that can be used as the basis for an analysis. A SIF 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 maintenance strategy for each of its failure modes. A SIF template can be used in the creation of new analyses and to copy action plans to existing analyses.

You can create a template from scratch or based on an existing analysis. Because the template is based on an asset type rather than a specific asset, there are some key differences between a template and an analysis:

•	The asset type, rather than a specific asset, is displayed on the Strategy Development analysis window.

•	The Assets tab is not available in the Properties view.

•	No information is displayed in the Asset boxes and columns in the analysis.

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You can create or browse for an indicator template, task template, or job template to add to an action plan. When an analysis is created from the template or when the action plan is copied into another analysis, the system checks the asset for an existing indicator, standard task, or standard job based on the template. If it does not find one, a new indicator, task, or job is created using the template.

Note: If your APM environment includes multiple sites, SIF templates and failure modes can be used at sites with different site currencies. Any cost monetary amounts defined in failure modes are converted to the asset’s site currency. If an exchange rate is not available, the amount is converted at par (for example, one U.S. dollar is equivalent to one Canadian dollar).

This section explains how:

•	To Create a SIF Template Based on an Existing Analysis

•	To Create a SIF Template from Scratch

To Create a SIF Template Based on an Existing Analysis

1.	Open the analysis. The Strategy Development Analysis window appears.

2.	Click the Analysis menu, Create, and then Copy. The Copy Failure Modes wizard appears.

3.	By default, all of the failure modes are selected. Clear the boxes for the failure modes that you wish to exclude.

4.	Click Next. The Identify Target step appears.

5.	In the Analysis option list, select “New SIF Template”.

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

7.	The Asset type box displays the asset type of the primary asset of the source analysis. Select another asset type, if appropriate.

8.	If you wish to adjust mapping options for copying employees, trades, and maintenance groups, Click More Options. For more information, see Setting Mapping Options for a Failure Mode Copy.

9.	Click Next to view the Review Mappings step. This page displays matches for employees, trades, maintenance groups, and other resources.

10.	Click Next. The Confirm Selections step appears. For example:

11.	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.

12.	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.

13.	On the Acknowledgment tab, in the Options area, 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).

14.	Click Process or Finish if Process later is selected. One or more 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.

To Create a SIF Template from Scratch

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

2.	In the list of configurations, select SIF templates. The tab now lists all of the templates that have been defined for your site or its related sites.

3.	Click New. The New Analysis Template dialog appears.

4.	Each analysis is assigned an analysis number by APM. You can change the number, but the new value must be unique for the site.

5.	Select an asset type from the list.

6.	In the Title box, the default name for the template follows this pattern:

Asset type – SIF template

You can change the title, if you wish.

7.

If appropriate, select an analysis type from the list. An analysis type is a collection of preferred settings for strategy development analysis. The settings range from specifying how analysis titles are defaulted, to how avoidance savings are recorded on failure modes, to how risk analysis is performed (if at all).

8.	Select an SDA study to associate with the analysis, if appropriate. Study references are used to group, filter, and order analyses.

Tip: You can also open the site’s Strategy Development view, Templates tab, and Asset Types tab. Select the asset type in the table, click the New list, and select the type of template to create. The Strategy Development Analysis window opens to the Properties view, General tab.

9.	Click OK. The Strategy Development Analysis window appears. The Facilitation view, Info Worksheet tab is shown.

10.	To set the general properties of the template, select the Properties view. The General tab displays information about the template. For example:

11.	On the General tab, select the Template Details tab.

12.	You can change the asset type, if required.

13.	To add the new template to a hierarchy, select a parent template, for example, a hierarchy node. In the Hierarchy view, the new template appears below the parent and its child templates. For example:

For more information, see Setting up a Hierarchy for SIF Templates.

14.	Select the Documents tab to browse for standard documents that are relevant to the analysis. You can also click Refresh Documents to update the list of documents and their contents.

15.

Select the Analysis Options tab to specify the sites where the template’s failure modes are to be available. For example, if the template is available at the current site only, its failure modes cannot be copied to analyses on other sites. You can also prevent the failure modes from being copied by selecting Not available for use.

16.	Select the Failure Mode Options tab and the Template Options tab. The Failure mode descriptions can be changed option is selected by default. Clear this option if you want failure mode descriptions to be read-only.

You are now ready to develop the template by creating failure modes and more.

See the following topics for more information:

•	Creating SIF Failure Modes

•	Developing Primary SIF Action Plans

•	Adding Inspection Tasks and Indicators to SIF Action Plans