What’s New in APM 25.0.1

Among other enhancements, this release introduces new looks for charts and gauges, automatic generation of supervisor checksheets for construction projects, indicator bar codes on fluid samples, and technology preview for design FMECAs.

Contents

Assets

Audit History

Charts and Gauges

Construction Management

Data Loading – Standard Task

Fluid Condition – Indicator Bar Code

Inspection Management

Performance and Stability Enhancements

Strategy Development Analysis

Strategy Development Analysis – Design FMECA

Assets

Risk Views – Summary Charts

In the Hierarchy Risk and Asset Risk views in the Site window, you can now select the Summary tab to view reliability summary charts by:

•	Criticality

•	Probability of failure

•	Consequence of failure

•	Economic severity

•	Health and safety severity

•	Environmental severity

•	Reputation severity

Each of the Reliability, Integrity, and Safety tabs contains a Summary tab. Here is an excerpt from the Site window’s Asset Risk view, Reliability tab, Summary tab:

Double-click a slice to view the assets responsible for the statistic:

Note: Asset hierarchy risk summaries are “generally available” product features. You must first enable features 121 and 137 to use the functionality in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Asset risk summaries” and “Asset hierarchy 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.

Audit History

Historical information is now available for a number of APM objects at the site level. You can view audit information and details for checksheets, assets, and standard tasks. For example, in the Site window, select the Inspection Management view, Checksheets tab, and Checksheet History tab:

In the By Event tab, when you select an action in the Audit info table, the Audit details table displays specific information for that action.

Select the By Data Element tab to view audit details for each data element (for example, Next collection due). Select the General tab to view creation and last update information for each checksheet.

By default, each tab displays information for the current site. You can select This site and above or This site and below from the list at the bottom of the main table.

To view asset audit information at the site level, select the Assets view and the Asset History tab. You will see the same information that is available on the History view of an asset’s window, with the exception of data loaders and activity reports.

To view standard task audit information at the site level, select the Reliability Program view, Program tab, and Task History tab. The same information that is available on the History view of a task’s window, with the exception of activity reports, review requests, and data loaders, is displayed here. You will also find historical information for inspection tasks in the Inspection Management view.

Audit information is now available for operating parameters. In the site window, select the Assets view and Operating Parameters tab. Open an operating parameter’s window and select the History tab. Standard information is available on the By Event, By Data Element, and General tabs.

Function and Functional Failures

The same History tab has been added to the RCM2 Function and RM2 Functional Failure dialogs that you will find in RCM2 analyses, RCM2 templates, and design FMECAs. The History tab displays standard audit information by event, by data element, as well as audit detail and general information.

Charts and Gauges

You’ll notice that charts and gauges have a fresh new look in the APM and APM Remote user interfaces.

Gauges

All of the gauge appearances have changed in version 25.0.1. We recommend reviewing all of the gauges that you use and replacing them as required. In the Enterprise window, select the Customize Center view, User Interface tab, Gauge Types tab. Select a gauge in the table to view it in the Gauge appearance pane:

Charts

Chart appearances have also been refreshed in this release. For example, when your employee options specify that APM standard sidebars are shown in the user interface, the Strategy Development view displays Summary sidebars similar to these:

This example shows the first of two options for strategy development sidebar dashboards:

•	Strategy development action plan summaries sidebar

•	Strategy development analysis summaries sidebar

For more information, see Defining Sidebar Dashboards.

As with gauges, we recommend reviewing your charts to ensure that they continue to meet your requirements.

Alarm Type Charts

As of this release, alarm types do not support gradient types in chart banding. Existing alarm types use their start colors.

Construction Management

The following enhancements were made for construction management.

Supervisor Checksheets

A supervisor checksheet lists the inspection tasks that a supervisor performs for a construction project, based on the assigned standard task. You can generate a construction form’s supervisor checksheet manually, as long as the construction form status allows it. You can have a supervisor checksheet generated automatically when activities are generated for the construction form or in response to a status change.

To set up this functionality, open the construction form template. In the Construction Form Template Header window, select the Properties view and General tab. In the Supervisor checksheet area, select Generate a supervisor checksheet. Select a standard task template to use. If you wish, assign collection to the maintenance or construction supervisor on the construction form. For example:

On a construction form based on the template, the task template and checksheet are identified when the checksheet is generated. For example:

Note that only one checksheet can be generated per construction form.

For related information, see Setting up Construction Form Templates.

Construction form status properties now include an action for generating the supervisor checksheet and a rule that controls checksheet generation. For more information, see Setting up Statuses for Construction Forms.

Adding Descendant Assets to Construction Forms

When a new asset record is added to a construction form and the asset is identified, if the asset type template’s child asset options are set appropriately, APM gets a list of the asset’s descendants and creates a construction form detail for each. Each detail is populated with the asset’s values. Only assets with an asset type on the template are added.

When the child assets are automatically added to the construction form, their existing parent assets are retained.

This functionality is useful for mobile trailers that transport many types of equipment (for example, transformers, station battery, battery charger, series reactors, and bushings) to a site to support operations while on-site equipment is repaired or replaced.

To set this up on a construction form template, open the asset type for the parent asset (for example, Mobile Trailer). In the Child asset options area, select Prompt existing child asset and Generate subordinate asset details.

Ensure that all of the child assets are represented by asset types on the construction form template.

For more information, see Setting up Construction Form Templates.

Data Loading – Standard Task

The following properties have been added to the standard task data loader:

•	Task Active Status (1 - Active, 2 - Inactive)

Note: Active/inactive task support is only available when AssetWise Enterprise Interoperability is active.

•	Shutdown Type (must be a valid string)

Fluid Condition – Indicator Bar Code

Fluid samples now support indicator bar codes (as well as bar codes for asset, bottle, and syringe). When an asset has more than one fluid tank, for example, a three-phase transformer, the indicator bar code is used to ensure that the sample is taken from the correct location.

When entering a fluid sample indicator reading, select the “sample taken” indicator state to view the Fluid Sample tab. You can now enter or scan the indicator bar code:

The asset is automatically set to the indicator’s asset.

If the asset or indicator does not yet have a bar code, you can add it from this location. Click to open the Bar Code Entry dialog. Here is the dialog for an indicator bar code:

Enter or scan the bar code and click OK. The bar code is added to the indicator and the fluid sample information.

For more information, see Entering Fluid Sample Indicator Readings.

To set up APM to use indicator bar codes, update lab fluid sample settings. On the Data Entry tab, select the data entry policy for indicator bar codes on fluid samples:

Select the Validation tab to select an option for indicator bar code validation.

For more information, see Setting up Settings for Lab Fluid Samples.

Inspection Management

The following enhancements have been made to indicators and checksheets.

Export Checksheet Subtype Calibration Readings to Excel®

Export configurations are now available for these checksheet subtypes:

•	Dye penetrant inspection

•	Eddy current inspection

•	Magnetic particle inspection

•	Radiography inspection

•	Ultrasonic inspection

When exporting a checksheet, click the Tools menu, Excel, Export to Excel and then the type of calibration:

The checksheet contains a column for each of the subtype’s values.

When the populated checksheet is imported, the values are shown in the tab representing the subtype in the Checksheet window.

For more information, see Exporting and Importing Checksheet Readings.

Checksheet Properties View

In the Checksheet window, the Properties view has been reorganized to make information easier to find. For example:

The new Options tab contains settings for:

•	Include inspection summary

•	Include project repair and modification activities

•	Fluid condition results checksheet

Alarm Acknowledgments – Link to Failures

In indicator settings, you can now specify how failures are filtered for selection, based on asset, in alarm acknowledgments. The options are:

•	Any asset – All failures at the site are available for selection

•	Acknowledgment asset and below – Failures for the acknowledgment’s asset and below in the hierarchy are available

•	Same branch of the hierarchy – Failures for acknowledgment’s asset and assets above and below in the hierarchy are available

•	Acknowledgment asset only – Only failures for the asset associated with the acknowledgment are available

•	Acknowledgment asset and above – Failures for acknowledgment’s asset and above in the hierarchy are available

To set the option, open the Site window, select the Inspection Management view, Settings tab, Indicators tab, and Acknowledgment Policies tab. Click Edit to open the site for change.

When you are finished, click Save.

You will see the filtering in effect when you acknowledge an alarm, select the Failure tab and Link to existing failure. The Failure Selector dialog lists failures for assets as specified in the acknowledgment policy.

For related information, see Setting Acknowledgment Policies.

Acknowledgment Windows Show Links to Work Documents

Previously, on Indicator Reading and Acknowledgment windows, only the request for work created from the acknowledgment was shown. If the acknowledgment was linked to an existing request for work, work request, or work order, the work document wasn’t shown. The user interface has been updated to show linked work documents.

Degradation Tracking on Indicators

Note that processing has been adjusted slightly when rate selection options are set as follows on an indication type:

That is, the selected rate is variable, the fastest rate is selected, and only actual rates are considered. The end-of-life value for the short or long term rate will be different than was calculated in previous releases if the entered value is the same as the previous reading, that is the net change or short-term rate is 0.00.

Performance and Stability Enhancements

The following enhancements were made for this release:

•	Startup performance was improved by reducing unnecessary DLLs

•	Performance boost was attained by passing strings as references rather than as copies

•	Download to mobile devices was improved by reducing duplicate rows in SQL statements using the DISTINCT SQL Keyword

Strategy Development Analysis

The following enhancements were made to strategy development analyses.

Study Statuses – Properties Cannot be Updated

When an analysis’ study status specifies that its properties cannot be updated, all of its components are now read-only, including functions, functional failures, assets, failure modes, action plans, criticality, and feasibility.

Template Hierarchies

Template hierarchies have been improved for MTA, RCM2, and SIF templates. For example, you can now see all templates at the site level and create template nodes at the site, as well as on the asset type.

In the Site window, select the Strategy Development view, Templates tab, Template Hierarchy tab:

The top template is shown above the tree. You can click Edit to select another template and then click Save to update the tree.

Select a template in the left-hand table to view the asset types and their failure modes on the right. Select the Asset Types tab to view a table of asset types and the number of templates for each type. Select an asset type to view a list of its template analyses.

The Hierarchy Nodes tab makes it easy to view and add nodes for use in template hierarchies.

For information about managing template hierarchies at the analysis template level, see:

•	Setting up a Hierarchy for MTA2 Templates

•	Setting up a Hierarchy for RCM2 Templates

•	Setting up a Hierarchy for SIF Templates

Template Creation from Site

You can now create templates for MTA2, RCM2, SIF, and HAZOP analyses from the Site window, Strategy Analysis view, Templates tab, Asset Types tab. Select the asset type in the table, click the New list and select the type of template:

The appropriate Strategy Development Analysis window opens.

For related information, see:

•	Creating an MTA2 Template

•	Creating an RCM2 Template

•	Creating a SIF Template

Strategy Development Analysis – Design FMECA

This release introduces the Design FMECA (Failure modes, Effects, and Criticality Analysis) analysis type. Part of the design process when procuring and modifying new equipment, FMECA identifies areas where re-design helps eliminate failure modes.

Note: Design FMECA is available for technology preview. You must first enable feature 140 to use the functionality in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Design FMECA” 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.

Performing a design FMECA involves identifying asset types, the environment and conditions in which they are used, their functions and performance requirements, as well as the ways in which they can fail and the causes and consequences of failure. Using this information, you can develop failure management policies for each asset. From a rigorous and thorough analysis of key assets, you can develop effective reliability programs for preventing or managing asset failures.

To perform an analysis, the team:

•	Selects the asset types to be analyzed, creates an analysis for each, and arranges them in a hierarchy of analyses

•	Identifies one or more functions for each asset type

•	For each function, identifies the ways in which the asset can fail (functional failures), the events or conditions that cause failures (failure modes), and the effect of each failure mode

•	Identifies failure consequences by performing failure mode risk assessments. This determines which failure modes have the highest priority for implementation

•

Evaluates the consequences of the failure mode. They determine whether the failure is evident or hidden and then categorize the consequence as safety-related, environmental, operational, or non-operational. A recommended action is selected for each failure mode, for example, condition-based maintenance or modification/redesign

•	Optionally evaluates the economic feasibility of implementing proposed maintenance tasks. With the help of the maintenance efficiency index (MEI), APM uses the avoidance savings and task costs to determine if the proposed tasks are justified or not

•	Depending on the type of action, adds indicators, one or more corrective tasks, or standard documents to the action plan. In some cases, one or more secondary actions can be recommended for a failure mode

In addition to these components, the decision diagram provides a graphical summary of the hidden, safety, environmental, operational, and non-operational consequences that the team identified in the analysis.

New Failure-finding Inspection Interval Calculation

To complement the design FMECA functionality, this release introduces the formula for the optimal cost failure-finding interval calculation. It joins the eight failure-finding interval formulas already supported. The purpose of each of the failure-finding calculations is to determine the best failure-finding interval, which is then converted to a failure-finding frequency.

You can select predefined FM interval parameters, such as “Months and days”, to pre-fill the units of measure. Or you can override the parameter defaults to select other unit of measure categories. Then enter the inputs for your scenario, such as the cost of a functional failure, the failure finding task cost, the MTBF of the protected equipment and protective device. Then click Execute.

When the calculation is executed, the chart lines display the total costs, failure-finding task costs, and functional failure costs. You can use the cursor pointer to view the data:

You can also click View as Table or View as Form to see the figures.

Note: The Optimal cost calculation is a “generally available” product feature. You must first enable feature 141 to use the functionality in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Optimal cost calculation for Failure Finding Interval” 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.