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Setting up APM for SIF Analysis

Before you can begin analyzing assets, your APM environment must be set up to accommodate SIF analysis. This topic explains the types of options that are available to prepare for analysis and provides links to detailed information.

Define Site Ownership of Analyses and Templates

At the enterprise level, specify which site types can own analyses and templates. A SIF template can be used at the site where it was created and at any lower sites.

For more information, see **Setting up Site Types.

Define Employee Roles

When an employee record is added to APM, by default the person is allowed to create and update all types of strategy development analyses. If your organization requires that specific employees take these roles, update employee records to prevent others from doing so.

For more information, see Selecting Roles and Permissions for an Employee.

Define Analysis 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.

You can set up checklist items in the site’s Strategy Development settings. For more information, see Setting up Checklist Items for Strategy Development Analysis.

Set up Document Numbering

You can define the formatting of failure mode, analyses, and unwanted situation numbers at the site level in Strategy Development settings.

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

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

Set up HAZAOP Checklist Items

A HAZOP checklist item represents an abnormal operating condition, such as high flow, low level, or incorrect valve positioning. Checklist items are listed in SIF and HAZOP analyses, where failure modes can be created to assess causes, effects, consequence severity, risk levels, and more.

By default, all checklist items are shown in SIF and HAZOP analyses and templates, where the analysis team can mark them “Included” if they apply to the failure mode or “Excluded” if they are not relevant. On the checklist definition, you can control whether the item is shown as included or excluded by default. You can also prevent it from being shown in analyses, templates, or both.

You can set up HAZOP checklist items in strategy development and safety management settings. See Setting up HAZOP Checklist Items.

Set up Unwanted Situations

An unwanted situation describes the result of a hazard scenario such as loss of containment. Examples are “Explosion in venting system” and “Emission of toxic gases”. In SIF and HAZOP analyses, the team identifies an unwanted situation, along with the HAZOP checklist item and inspection regime, on each failure mode.

You can set up unwanted situation values on the Strategy Development view. See Creating Unwanted Situations.

Create Change Sets

A change set value in APM is usually a reference to a change request generated by a Management of Change (MOC) system. It provides a basic reference between the request and the change made in APM. You can assign change sets to safety provision versions and strategy development analyses.

See Creating Change Sets.

Tip: You can use a change set to update the status of analyses and safety provision versions that reference it. See Updating Study Status using a Change Set.

Set up Safety Provisions

When risk analysis of a SIF failure mode results in a risk level that is greater than the acceptable threshold, the analysis team can add safety provisions to the failure mode. Each provision’s SIL can be counted as earned risk reduction to reduce the failure mode’s risk level. Safety provisions can be created before or during risk analysis.

Safety provisions are set up in the site’s Safety Management view. See Creating a Safety Provision.

Set up Risk Analysis

Before the analysis team can perform risk analysis on failure modes, several types of objects and tools need to be set up.

When setting up questionnaires for SIF risk analysis, you must create simple forms using the category answer matrix. You can define questions for as many as four categories, show examples for each category, and select the probabilities to use in the matrix. APM generates a matrix that takes into account the categories, category questions, and probabilities. For each matrix entry, you can select a severity and safety integrity level.

For SIF analysis, you will need:

•	Failure probabilities and, optionally, a probability questionnaire

•	Severities as well as questionnaires for Health and Safety, Environmental, Reputation, and Economic consequences

For more information about these settings, see:

•	Risk Analysis Settings

•	Failure Probability Settings

•	Consequence Severity Settings

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Customize Criticality Terminology (Optional)

You can customize the labels shown in anomaly events, risk assessments, asset risk summaries, and analysis reports. For example, everywhere that “Economic” appears, you could have “Financial” displayed. The labels and their default values are:

•	Probability of failure – “Probability”

•	Economic severity – “Economic”

•	Health and safety severity – “Health and Safety”

•	Environmental severity – “Environmental”

•	Reputation severity – “Reputation”

•	Consequence of failure – “Consequence priority”

•	Confidence – “Confidence”

For more information, see Customizing Criticality Terminology.

Set up Analysis Types for SIF Analysis

For greatest efficiency in conducting SIF analyses, set up one or more analysis types that specify risk analysis options, approval requirements, and the tabs and features available on Maintenance Action Plan windows.

Default analysis types can be assigned to each of the varieties of analysis. When you create a SIF analysis, its default analysis type determines the predefined settings and options in the analysis. When a default type has not been designated, you can select an analysis type when you create the analysis to quickly set up the options. In the Strategy Development Analysis window, the Properties view, Details tab shows the analysis type. You can change the default selections as required.

For information about defining analysis types and assigning default types, see Setting up Analysis Types.

Set up Other Options as Needed

You might find several other optional features of strategy development analysis useful for SIF analysis. Here are some suggestions.

Estimate Failure Modes for Assets

To make it easier for the analysis team to estimate the time required to complete analyses, you can enter the estimated number of failure modes per asset according to asset type.

Tip: To view the total estimated failure modes for assets according to type, on the Site window, select the Assets view, Summaries tab, and then the Failure Modes Estimate tab. This tab shows a chart of the estimate and count by asset type.

For more information, see **Setting up Asset Types.

Define Operating Context Values

In the Strategy Development settings for the site, you can define operating contexts. These are short values that describe the circumstances in which a physical asset or system is expected to operate. For example, Production and Standby are commonly used operating contexts.

When creating SIF analyses or templates, you can include the asset’s operating context by selecting a value and providing a description.

For more information, see Setting up Operating Contexts.

Define Modification Types

In the Strategy Development settings for the site, you can define modification types for use in action plans that recommend modifications or redesign of the asset.

For more information, see Setting up Modification Types.

Set Smart Mapping Options for Failure Mode Copies

The copy function for failure modes includes smart asset mapping, which uses information about the source assets to identify matching assets in the target asset structure. Using the Copy Failure Modes wizard, you can select source and target asset structures, the failure modes to copy, and the criteria for identifying target assets. You can then confirm or change the matches that the system suggests. When you click Process, the wizard performs the copy and reports the results.

You can select smart mapping settings at the site-level to determine the default values shown in the Copy Failure Modes wizard. You can also save the mapping settings that you define for a particular copy request to the site level.

For more information, see Setting Smart Mapping Defaults for Failure Mode Copying.

Set Failure Mode Options

The site’s Strategy Development settings include several objects and settings that are specific to failure modes. For SIF analysis, you will want to review, modify, or create the following:

•	Action plan statuses

•	Technologies

•	Failure mode filtering option

For more information, see Failure Mode Settings.

Set up Interoperability Options for SAP Plant Maintenance

APM provides plugin technology that allows users to view and reference live, read-only data from an SAP Plant Maintenance system. SAP data, such as maintenance plans, maintenance items, and task lists, can be viewed in APM sites and referenced as proposed and corrective tasks in analyses.

For more information, see APM Interoperability Guide for SAP Plant Maintenance.