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Setting Smart Mapping Options for Failure Mode Copying

Some options that you set for smart mapping determine what types of failure mode copies can be performed for the site. For example, you can specify whether or not new maintenance groups can be created as a result of a copy request. Other smart mapping options that you set at the site level appear as default selections when users create failure mode copy requests. They can override the default values in the Copy Failure Mode wizard.

To Set Smart Mapping Options

1.
From the Site window, select the Strategy Development view, Settings tab and then the Strategy Development tab. Select the Strategy development settings node in the tree.
Tip: You can also select the Administration menu, Strategy Development Settings, and then Strategy Development. The Strategy Development Management Settings dialog appears.
2.
Click Edit to modify the site settings. The Edit button is replaced by the Save button.
3.
Select the Smart Mapping tab and then the Options tab.
Review and change the copy 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).
4.
The mapping options determine what options appear in the Copy Failure Mode wizard. If the options are not selected in Smart Mapping Settings, they do not appear in the wizard.
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Create New – If this option is selected at the site level, the mapping options for the object include Create new. When Create new is selected, a copy of the source object is created when the copy request is processed.
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Leave Blank – If this option is selected at the site level, the mapping options for the object include Blank. When Blank is selected, no mapping is suggested if a match is not found. The object can be mapped manually.
5.
The default mapping options determine which options are selected by default in the Failure Mode Copy Options dialog in the wizard. The options are:
Setting Name
Description
Assets
Select the default mapping option to be suggested if APM cannot identify a matching target. The options are:
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Exclude – the source asset is excluded from the copy, as well as any failure modes, indicators, and standard tasks and jobs that refer to it
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Map to primary target asset – the source asset is mapped to the target asset selected as the starting point for the structure
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New – a copy of the source asset is created when the copy request is processed. The appropriate indicators, standard tasks, and standard jobs are created on the new asset
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Same – the source asset is used as the target. The source object’s existing objects are referenced on the target failure modes. For example, the indicators identified on the source are also referenced on the new failure mode.
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To be determined – the user determines the mapping method in the wizard
Trades and other resources
Select the default mapping option to be suggested if APM cannot identify a matching target. Possible options are:
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New – a copy of the source objects is created when the copy request is processed
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Same – the source object is used as the target
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To be determined – the user determines the mapping method in the wizard
Maintenance groups
Select the default mapping option to be suggested if APM cannot identify a matching maintenance group. Possible options are:
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Blank – no mapping is suggested if a match is not found. The object can be mapped manually.
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New – a copy of the source objects is created when the copy request is processed
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Same – the source object is used as the target
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To be determined – the user determines the mapping method in the wizard
Employee
Select the default mapping option to be suggested if APM cannot identify a matching target. Possible options are:
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Blank – no mapping is suggested if a match is not found. The object can be mapped manually.
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Same – the source object is used as the target
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To be determined – the user determines the mapping method in the wizard
Failure modes
Select the default mapping option to be suggested if APM cannot identify a matching target. Possible options are:
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New – a copy of the source objects is created when the copy request is processed
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To be determined – the user determines the mapping method in the wizard
6.
When you have finished setting smart mapping options, click Save.