What’s New in APM 24.0.2

Among other enhancements, this release introduces asset risk summaries and pick lists on data loaders. Some of the enhancements made to AssetWise Reliability (APM) pertain when AssetWise Enterprise Interoperability (AWEIS) has been implemented to exchange data with an external CMMS. For example, breakdown properties are now available on interop work documents.

Contents

Asset-Focused Overviews
Asset Risk Summaries
AWEIS – Breakdown Properties
AWEIS – Labor Requirements
AWEIS – Requests for Work Linked to Work Orders
AWEIS – Solution Packages
AWEIS – Work Request and Scheduled Dates on Work Orders
Data Loaders
Image Size
Indicators
Online Data Collection (ODC)
Product Usage
Standard Tasks – Indicator Bar Code Scanning
Strategy Development – Damage Mechanisms

Asset-Focused Overviews

The following enhancements have been made to asset-focused overviews.

New Overviews

This release provides two new asset-focused overviews:
Health – For the team focused on condition monitoring for assets that are failing and/or due for replacement. The information in the view includes indicators, readings, health indexes, and asset KPIs
Note: Asset KPIs are calculated indicators with the setting Include in Asset Health KPI list enabled.
Degradation – For the team interested in establishing and tracking assets’ degradation over time. The view lists degradation indicators and their assets and shows readings, degradation rate analysis, and a degradation dashboard
Note: Only assets that support degradation tracking and have degradation indicators are shown in the view.
Note: The Asset Health and Degradation overviews are generally available in APM. You must first enable features 132 and 133 to use the functionality. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Asset focused UX” and “Introduce a new Degradation view to site and asset” and click OK. If APM is running as a smart client, click Refresh Enabled Features on the server. Then restart the client to use the functionality.
The overviews are available on the Site and Asset windows. In the Site window, select one of the overview views to see either the asset hierarchy or the list of degradation indicators in the first panel. Select an item to see a variety of information about it. For example:
When you select another item, the content changes accordingly. Select buttons in the View panel to see information like readings, notes, and photos.
For more information, see Viewing Asset-Focused Overviews.
Employee permission groups have been updated to include asset-focused overviews. See Setting up Employee Permission Groups.

Create Objects from an Overview

You can now add a new object from several of the views in an overview. Look for the New button in lower right corner:
In the Reliability overview alone, you can add assets, notes, photos, strategy development analyses, indicators, standard tasks, checksheets, requests for work, failure records, root cause analyses, and indicator templates.

Asset Risk Summaries

To complement asset-focused overviews, this release provides summaries of risk statistics on the Asset window. Besides viewing summaries, you can view assets with similar risk.

Viewing Risk Summaries

The data is derived from risk assessments on the asset’s failure modes. Summaries are available for:
Note: The asset risk summaries are generally available in APM. You must first enable feature 121 to use the functionality. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Asset risk summaries” and click OK. If APM is running as a smart client, click Refresh Enabled Features on the server. Then restart the client to use the functionality
The asset type determines which summaries are available in the Asset window:
To view risk summaries, open the Asset window, select the Risk Assessment view, and the appropriate Risk Summary tab. Here is an example of an Integrity Risk Assessment:
Each summary is based on the asset’s failure modes for which criticality evaluation was performed, as long as the failure modes are marked “implementation completed”. Only primary action plans are considered, with the exception of Shortest task frequency, which includes secondary action plans as well. If versions are in use, only the current version of the failure mode is included.
Click for any of the values to open a dialog listing failure modes that represent that value. In the example, you could open the dialog next to Criticality to view a list failure modes with the criticality score of “Extreme”.
The Assets tab shows a list of assets in the same branch of the hierarchy with their summaries.
You can update an asset’s risk summaries: click the Tools menu and then Update Risk Summaries. All of the risk summaries for the asset are recalculated. To update all of the risk summaries for the site, click the Tools menu, Strategy Development, and Update Risk Summaries. You can also set up the Update Risk Summaries scheduled action to perform the function automatically on schedule.

Viewing Assets with Similar Risk

Using this tool, you can view all assets on the site that share criteria values. To view assets with similar risk, open the Asset window, click the Tools menu and then Similar Risk Profile. The Asset with Similar Risk window opens. For example:
You can select one or more criteria from the Match list. The “Assets that match” table has columns showing risk information.
For more information, see Viewing Asset Risk Summaries.

AWEIS – Breakdown Properties

Breakdown properties have been added to interop work documents.

Breakdown Properties

The following properties have been added to AWEIS messages:
The properties have been added to the following messages:
Here is an example of breakdown information recorded on a request for work:
For more information, see Creating a Request for Work from Scratch.
The Breakdown tab is also available on interop work requests and work orders.
The BOD Definitions and CCOM samples have been updated.

AWEIS – Labor Requirements

As of this release, labor requirements on a standard task are copied to the requests for work created from the task’s checksheets. The checksheet type must support including task labor requirements on requests for work.

AWEIS – Requests for Work Linked to Work Orders

When an interop work request is created as a result of a request for work, the interop work order that is subsequently created now contains a reference to the original request for work. In the Request for Work window, select the Work tab to view the resulting work documents. Not only does this allow you to see the work order associated with the request for work, but it allows the checksheet’s status to be synchronized with the work order status.

AWEIS – Solution Packages

In solution packages and templates, you can now make subordinate levels unavailable for use in APM. You can later return inactive objects to service by marking them as “active”.
Open the solution package or template and select the tab for the subordinate level, in this example, Maintenance Items. Select an item in the table and click Mark as Inactive. You can provide a comment in the message box that appears. When you click OK, APM confirms that the item is inactive. The inactive package is shown as struck-through in the table. The Active Status column identifies the item as “Inactive”.
When you are ready to reactivate the item, select it and click Mark as Active.

AWEIS – Work Request and Scheduled Dates on Work Orders

Interop work orders now display (read-only) the following information from the CMMS:
You can view this information in the Work Order window, Properties view, Details tab. For example:
For more information, see Setting up Checksheet Types.

Data Loaders

The following enhancements have been made to data loaders.

Pick Lists

As of this release, data loader import templates now provide pick lists so that you can easily select values in columns for related properties. For example, in the Assets worksheet, you can select Site name, Asset type, Asset status, Consequence priority, and so on.
In the Excel® workbook, place the cursor in the row below the column heading and click the drop-down list arrow:
Select a value from the list to populate the cell.
The following data loader templates have been updated with pick lists:

Entering Non-List Values

In a column with a pick list, by default, you cannot type values that are not in the list. However, you can allow new entries to be added to a cell (and still keep the pick list).
In the Excel workbook, select the cells in a column. Select Data in the ribbon and click Data Validation to open the Data Validation window. Select the Error Alert tab. Clear Show error alert after invalid data is entered.
Click OK. You can now enter your own values or select values from the pick list.
For more information, see Creating Import Templates.

Standard Task Data Loader – New Properties

The following properties were added to the standard task data loader:

Image Size

Wherever you place a photograph or other image in an HTML control in APM, for example, in indicator or standard task instructions, the size of the image is now controlled by a setting on enterprise.
In the Enterprise window, click the Administration menu and Application Settings. In the Application Settings window, select the HTML Settings tab:
This setting is also available in APM Remote.

Indicators

The following enhancements have been made to inspection management objects.

Resetting Indicators’ Degradation Rates

As of this release, you can reset the degradation information for an indicator. Typically, this is needed when equipment is replaced, for example, a pipe section or vessel wall. If the replaced equipment is measured by more than one indicator, each indicator must be reset.
When the reset occurs, the degradation starting date on the asset is updated to the date of the reset. APM then ignores degradation data captured before the new starting date. However, you can still view, analyze, and compare the readings collected before the reset.
When an indicator reading is processed, the set of degradation rates are recalculated:
The asset design rate continues to use the information in the asset’s designed degradation allowance and expected yearly degradation rate as designed.
When an indicator’s degradation rate is reset, if readings already exist with a later date than the reset starting date, the readings’ degradation rates are recalculated.
If necessary, you can delete an indicator degradation reset. The degradation rates for readings entered after the date on the reset are automatically recalculated.
Note: The degradation reset function is available for technology preview. You must first enable feature 126 to use the functionality in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Support ability to reset indicator degradation rate when piping replaced” and click OK. If APM is running as a smart client, click Refresh Enabled Features on the server. Then restart the client to use the functionality.
To reset degradation tracking, open the Indicator window, click the Tools menu and then Reset Degradation. The Indicator Degradation Rate Reset window displays the current indicator degradation rate and the current date as the new starting date. For example:
When the reset is saved, the Degradation Resets tab is added to the Indicator window. For example:
You can double-click a reset to open its window.
In the Degradation Rate tab, you will find the Restarted Indicator Rate tab, as well as the Indicator Rate and Asset Design Rate tabs.
Note: When an indicator has been reset, the Change Design Info button is no longer available. You can perform another reset to change design information.
Degradation resets are also indicated on charts. For example:
You can view resets at the site level by selecting the Inspection Management view, the Indicators tab, and the Degradation Resets tab.
For more information, see Resetting an Indicator’s Degradation Rate.

Indicator Measurement Points with Calculated States

You can now assign calculations to indicator states when the indicator supports multiple measurement points. For example, a degradation indicator requires measurement points. On the States and Alarms tab, a calculation has been assigned to determine the states that will be applied to the aggregated readings:
Note: Calculations are not supported when Track and acknowledge alarms by measurement point is selected. Measurement point readings must be aggregated to use calculations.
See Adding States and Alarms to an Indicator or Template.

Checksheet Original Planned Dates

The original dates provide evidence of when the checksheet was initially required. To view these dates on the checksheet, select the General tab and click next to Planned start.
The Checksheet Dates dialog appears, showing the planned and original dates. For example:

Checksheet Inspection Completion Date

This release introduces the Inspection Completed On date on checksheets. The property provides a more accurate representation of when the inspection was performed and a more accurate date for updating the “next due on” date for standard tasks. If the inspection complete date is blank, APM uses the “processed on” date.
You can set the inspection completion date in the Checksheet window, Readings view, Details tab:

Request Failure Mode Review for Any Indicator

Previously, you could only request a failure mode review for indicators referenced on one or more maintenance action plans. Now, you can request a review for indicators not associated with an action plan.
The indicator type controls this behavior. Select the new Failure Mode Review tab to set the options:
For more information, see Requesting a Failure Mode Review for an Indicator.

Limit Work Types Available for Checksheets

You can now limit the checksheets that a work type can be used with to only those created from a standard task.
The work type controls this behavior:
Note: The Checksheets tab replaces the Inspections tab on work types.
Work types that have this requirement are not available for selection on:

Browsing for Asset Documents to add to a Checksheet

You can browse for documents to add to a checksheet by opening the Checksheet window, selecting the Readings view, selecting the Documentation tab, and then the Documents tab. Click Browse.
The Browse Documents dialog now contains both the Standard Documents tab and the Asset Documents tab. This tab lists all of the documents assigned to the asset.
Select one or more documents and click OK to add them to the checksheet.

Indicator Reading Attachments Shown on Failures

When an indicator alarm is acknowledged and a failure record created, you can now view the indicator reading’s attachments in the Failure Event window, Attachments tab. For example:

Checksheet Status – Subtype Properties

There is now a separate setting on checksheet status to control whether checksheet subtypes can be updated. For example:

Incorrect Readings

The Indicator Reading window now provides the Mark as Incorrect and Undo Mark as Incorrect buttons. This makes it easier to mark the reading as incorrect and to reverse the decision if needed.
In the Indicator Reading window, select the General tab and the Reading tabs to use this feature:
When you click Mark as Incorrect, a confirmation window appears where you can select a reason and provide comments. When you click OK, the window closes, Incorrect reading is selected, and the button label changes to Undo Mark as Incorrect.

Online Data Collection (ODC)

You can now configure the On-Premises ODC agent to use one or more specific data sources. On the APM On Premises ODC Agent dialog, use the Data Source Name Contains box to enter characters to filter data sources. For example, you could enter “DS” to select two or more data sources that contain those characters in their names.
For more information, see “Configuring the On-Premises ODC Agent” in APM ODC Guide.

Product Usage

You can now view product usage tracking in APM. In the Enterprise window, click the Administration menu and then Product Usage. The Product Usage dialog appears. For example:
Table configurations are available for:

Standard Tasks – Indicator Bar Code Scanning

You can now set bar code scanning options on standard tasks and task templates. The setting is copied to checksheets created from the standard tasks. When the checksheets are downloaded to APM Mobile Inspections, bar code scanning can be performed.
You will find the options in the Standard Task window, Properties view, Inspection tab, Mobile Computing tab:
The options are:
Use site setting – The site setting is located in the site’s Inspection Management settings. Select the Indicators, Data Collection, and iOS or Android Devices tabs. The setting Enforce route compliance using barcode scanning can be toggled on or off for the site.
Note: Bar code scanning based on standard tasks is available for technology preview. You must first enable feature 128 to use the functionality in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Enforce indicator bar code scanning based on the standard task” and click OK. If APM is running as a smart client, click Refresh Enabled Features on the server. Then restart the client to use the functionality.
For more information, see Setting Mobile Computing Options on a Standard Task.

Strategy Development – Damage Mechanisms

The following properties have been added to damage mechanisms: Hole size, Base probability, and Credibility. To access them, open the Site window, select the Strategy Development view, and the Damage Mechanisms Library tab. Open or create a damage mechanism. Select the Properties view, General tab:
When Supported on failure modes is selected (default), the properties are copied to failure modes created from the mechanism.
Select the Degradation tab to see the Credibility property:
To populate the value lists for Hole size and Credibility, select the Settings tab in the site’s Strategy Development view. Select the Damage Mechanisms tab. The Credibility and Hole Sizes tabs allow you to create or edit values. For example:
For information about creating probabilities, see Setting up Failure Probabilities.