APM User’s Guide

Contents
Welcome to APM User’s Guide. This guide explains how to complete a variety of tasks in APM.

User Interface Navigation

This section provides instruction on working in APM, including an overview for users who wish to become more familiar with the APM interface. Instructions on creating and working with table configurations are in this section.

APM and AssetWise Enterprise Interoperability

This section introduces using Bentley AssetWise Enterprise Interoperability (AWEIS) with APM to exchange data with an external CMMS such as SAP Plant Maintenance.

APM Interoperability with SAP Plant Maintenance

This section provides information about viewing and working with SAP information in APM.

Assets

This section provides step-by-step instructions on creating and maintaining asset records, opening and using assets, working with components and component locations, and viewing asset information and asset activity reports.

Strategy Development

Strategy development analyses are methodologies for evaluating asset priority, defining asset functions, determining how failures occur (failure modes), evaluating the risk of asset failure, and preventing or mitigating the effect of failures. The varieties of strategy development analysis include:
This section explains how to perform asset prioritization, MTA2, RCM2, RSS, RBI, CPR, and SIF analyses using APM.
This section also explains how to create a strategy development analysis (SDA) study. Studies are used to group and filter analyses (Asset Prioritization, RCA, MTA2, RCM2, RBI, SIF, or template). For example, you could create a study to encompass a system, its assets, and analyses.

Asset Reliability Programs

The asset reliability program section provides step-by-step instructions on setting up and maintaining the regular reliability program for each of your assets. This section includes general topics for setting up programs and instructions for using the RPI Assistant to analyze assets’ indicators and deploy them to existing and new standard tasks.

Failure Tracking

Failure tracking is the practice of recording information about equipment failures. APM uses the failure record’s date information to calculate statistics (such as time between failures) that measure equipment reliability and maintainability. Failure tracking also provides a way to measure the savings gained by avoiding failures. Failure tracking allows you to make informed decisions when targeting assets for improvement. This section explains how to practice failure tracking, use failure statistics, and evaluate failures’ suitability for root cause analysis (RCA).

Root Cause Analysis (RCA)

Root cause analysis is a methodology used to identify the causal factors for equipment failure. Its goal is to direct corrective measures at root causes to minimize the recurrence of problems. The RCA tools provided by APM incorporate both proactive and reactive approaches, allowing the analysis team to react to partial or full failures, as well as to investigate significant contributing causes to prevent failures.

Inspection Management

The indicators section provides step-by-step instructions on creating and maintaining template and asset indicators. The section also explains how to collect and enter indicator readings using work orders, checksheets, and mobile devices. Also included are topics on acknowledging indicator alarms and viewing indicator data.

Dashboards

A dashboard displays summarized information, often in chart form, for reference, analysis, and comparison. There are three types of dashboards: site, sidebar, and My desk.
Site dashboards are used to group and display performance indicators, comparative analyses, asset health indexes, and site information. For example, dashboards can show the current values for a group of key performance indicators or graphically trend indicator readings over a period of time. A site dashboard can have up to four sections, each displaying different information.
A sidebar dashboard consists of charts or gauges that appear at the side of a window to summarize the information in it. A sidebar dashboard contains one section that can show site panels (typically charts) or KPI gauge panels.
“My desk” dashboards provide employees with information that is relevant to them or to their roles. For example, employees with the role of Planner might be assigned a My desk definition that shows the work orders, work requests, and reliability programs assigned to them. My desk definitions can consist of 1-4 sections, and each section can display site or KPI panels.
All types of dashboards are assigned to APM users in their employee records. Site dashboards appear in the user’s Dashboard view. The user’s assigned sidebar dashboards can appear throughout the product, for example, on the Assets view, Listing tab. Standard sidebar dashboards can also appear on object windows, for example, in the Asset window’s Strategy Development view. My desk dashboards appear in the user’s My Desk view.
This section explains how to create and use dashboards.

Asset Health Monitoring

Asset health monitoring is a management process that focuses on identifying assets that are failing or due for replacement. Asset health indexes, which are numerical scores determined by asset health calculations, automate the process of identifying assets at risk. An asset health report displays the results of the calculations in the form of an online document. These reports can be generated manually or automatically according to a schedule.
The topics in this section explain how to set up, maintain, and analyze asset health monitoring data using APM.

Asset Condition Analysis and Restoration Plans

Asset condition analysis (ACA) allows you to assess the current state of assets, typically to determine at what intervals assets are to be repaired or replaced, based on your organization’s criteria. For example, criteria could include availability of parts and software, and frequency and effort of maintenance. The second part of the process is planning restoration spending using an asset restoration plan (ARP).

Standard Tasks, Standard Jobs, and Templates

This section provides step-by-step instructions on creating, planning, triggering, and maintaining your library of standard tasks and standard jobs. There is also a sub-section on task and job templates, and how to create, plan, and use them.

Triggering Rules and Cycles

Triggering rules tell APM when to create work orders from a standard job or preventive maintenance (PM) route. For example, you might define a triggering rule for a standard job that says “trigger every 30 days OR every 2000 miles.” You can create a triggering rule for each standard job or PM route.
Each time APM generates a work order from a standard job, one triggering cycle has occurred. You can set up standard jobs where one set of tasks is triggered on some cycles, and other sets are triggered on other cycles. For example, you may want tasks A and C to be triggered every week, and task B only every four weeks.
This section provides step-by-step instructions on creating and using triggering rules, early warning rules, and triggering cycles.

Standard Documents

A standard document is a file that contains reference information (such as safety instructions, MSDSs, or a diagram) for assets, tasks, resources, or strategy development analyses.
This section explains how to create and attach standard procedures and other documents in the standards library.

Safety Management

APM safety management functionality helps organizations analyze and monitor equipment systems and processes with the goal of protecting the health and safety of their workforces, local communities, and the environment. It is designed to help companies remain compliant with current local, national, and regional legislation, as well as industry best practices.
APM provides these safety management objects:

Construction Management

APM provides functionality that allows field personnel to identify assets that are being installed in the field and perform the initial installation tests and inspections.
This section introduces construction management and explains how to perform the tasks associated with it.

Regulated Gas Management

Using APM, you can track all activities and events related to regulated gases such as sulfur hexafluoride (SF6).
This section introduces gas management and explains how to perform the tasks associated with it.

Work Requests

A work request is a document that allows people outside of the maintenance group to submit a request to repair an asset. For example, anyone in a plant could submit a work request if they see a safety guard missing from a piece of equipment. Work requests can be turned into work orders. They are automatically marked as “work completed” when the work order is closed.
This section provides step-by-step instructions on creating work requests, sending them for approval, approving work requests, and turning them into work orders.

Work Orders and Tasks

Work orders are the main documents that you will use to manage your maintenance work. In APM, a work order summarizes one or more work order tasks.
This section provides step-by-step instructions on creating, planning, scheduling, printing, closing, reopening, and cancelling work order tasks and work orders. Information about entering indicator readings and labor on a work order is also provided.

Projects

The projects section provides instructions on setting up site project management, creating projects, and working with projects.

Work Schedules

This section explains how to create and work with schedules and schedule templates. You can use schedules to schedule work orders and work order tasks, and to monitor the number of hours available for trades and for employees.

Personnel Management

This section explains how to create trade resources, enter labor rates, create and manage employee and on-site contractor records, and work with maintenance groups.

Troubleshooters

This section explains how to set up APM to track labor charges for employees who work as troubleshooters. Also included are instructions on creating and completing troubleshooter timesheets.

Document Approvals

You can set up reports, analyses, work documents, and purchasing documents to require approval. The topics in this section explain how to set up and work with document approvals.

Resources

This section explains how to create material, tool, and service resources in the resource catalog.

Procurement

The topics in this section explain how to create and open a purchase order, including how to add lines and distribute costs. In addition, these topics explain how to print, redraft, view, and receive purchase orders.

Inventory

The inventory section provides step-by-step instructions on creating and maintaining your resources, warehouses, and warehouse items, as well as on entering a variety of transactions to manage your inventory, including creating pick lists and count sheets and entering issues, returns, and transfers.

Repairable Spares

A repairable spare is a component asset that is linked to a serialized resource unit in inventory and is uniquely identified. This section provides instructions on setting up and working with repairable spares.

Tools

A tool is an instrument that is used in the completion of a maintenance task. The topics in this section explain how to set up, track, and work with tools in APM.

Reports

The reports section provides step-by-step instructions for creating custom reports.

Mobile Devices and Activities

You can use mobile devices to collect data (indicator readings or inventory counts) and then upload the data into APM. In the process, you will assign activities to specific devices, download activities, upload the collected data, and process it.
This section explains how to work with mobile devices and mobile computing activities in APM.