What’s New in APM 7.12.4

Several of the enhancements made to AssetWise Performance Management (APM) in release 7.12.4 pertain to APM when AssetWise Enterprise Interoperability (AWEIS) has been implemented to exchange data with an external CMMS. This release also introduces enhancements to strategy development analysis, data loading, and more.

Contents

APM and AssetWise 4D Analytics
Asset Prioritization Analysis – Probability Evaluation
AWEIS – Interop Work Documents
AWEIS – Defining Properties on Interop Work Documents
AWEIS – Checksheet Generation Date
AWEIS – Interoperability Data Readiness
AWEIS – Marking an Object as Interoperability Inactive
Data Loading
Inspection Management
Production Loss Accounting, Advanced Version
Regulated Gas Management – Equipment Decommissioned
Reliability Program – Apply Template to Multiple Tasks
RFQs – Excel® Files Emailed to Suppliers
Strategy Development Analysis
Table Configurations
 

APM and AssetWise 4D Analytics

APM incorporates functionality from AssetWise 4D Analytics to process large datasets, like the readings that come from Industrial Internet of Things devices: interconnected sensors, instruments, and other devices throughout the plant. 4D Analytics makes it possible to ingest and process large volumes of indicator readings in a small amount of time. Although the raw data is stored in a time series database (InfluxDB®), only readings that cross alarm state boundaries are sent to the APM database.
The APM Calculation engine reviews calculated indicators and, based on new input values, determines which need to be recalculated. The readings and calculation results are displayed in 4D charts and comparative analyses in APM for your review.
See Creating 4D Calculated Indicators.
The following enhancements have been made to 4D calculated indicators.

Test Calculations with Live Data

When developing 4D calculated indicators, you can test calculation inputs using readings retrieved from the Influx database. In the Indicator window, Calculation tab, click Check (Live). The Check Live 4D Indicator Reading dialog appears, showing the current date and time.
Change the date and time as needed and click OK.
Note: You can also create Influx database readings for testing.
The calculation is performed using readings with timestamps that match your request. If exact matches cannot be found, readings with the closest date/time values are used. The Test Reading dialog shows the result of the calculation in the Value collected boxes:
Select the Calculation Input Values tab to see the input values.
If the calculation formula specifies written output, the Debug Statements tab shows the result. For example:

Create Influx Readings to Test Calculations

You can add readings to InfluxDB to test 4D calculated indicators using the Check (Live) feature. In the Indicator window of the calculated indicator, select the Calculation tab. For each input based on readings, open the indicator (double-click its icon in the input table).
Click the Tools menu and then New Influx Reading. The Influx Reading dialog appears. For example:
Enter a reading value, change the date and time as needed, and click OK.
When you use Check (Live) for the calculation, specify the date and time of the new InfluxDB reading.

Logging Templates for 4D Indicators Calculations

Because of the volume of data generated by a 4D calculated indicator, it is not possible to display the calculation and inputs in the Indicator Reading window, Calculation tab. However, a wealth of information can be made available in the log files.
You can use as many as four logging templates for 4D calculated indicators. For all of these templates the default information level is Debug and the default target is file. The templates are:
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Calculated Indicators - Full – Logs several categories related to calculated indicator evaluations:
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Summary information when a calculated indicator is evaluated
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Indicator information, including reasons why a calculation could not be evaluated
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Expression engine information when calculation code is compiled and run
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Assetmanagement calls to the Influx database
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Calculated Indicators - Calculation Summary Info – Logs summary information when a calculated indicator is evaluated
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Calculation Orchestrator – Logs debug information about the Calculation Orchestrator application
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4D Create APM Indicator Readings Request – Logs the logic in APM that requests APM readings be created for the next processed 4D reading
The easiest way to set up logging is to use the APM Logging utility to add rules based on the templates. For more information, see Setting up APM for 4D Indicators.

Table Configurations for 4D Indicators

APM now provides table configurations specifically for 4D indicators.
In the Site window, Inspection Management view, select the Indicators tab and the Listing tab. In the list of configurations, select “4D Analytics indicators”. The table lists the indicators by asset and includes the 4D Analytics IDs. For example:
In the Asset window, Inspection Management view, select the Indicators tab. Both the Listing and By Asset tabs provide 4D Analytics indicators configurations.
Select the Readings tab and then the By Indicator tab. Select a 4D indicator in the top table to view the 4D Analytics chart below:

Browse for 4D Calculation Indicator Input

When adding an input to a 4D calculated indicator, you can now browse the site for indicators. You are not required to select one of the asset’s indicators.
The Browse button is new for the Calculation Input dialog:
Select the indicator to use with one of these methods:
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Beside the Asset number box, click the browse icon. The Asset Selector dialog appears. Select the asset that owns the indicator and click OK
Select an indicator from the Indicator to use list, which contains the selected asset’s 4D indicators
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Click Browse to filter a table of the site’s indicators. Select the indicator to use and click OK

Alarm State Caching

To improve performance, 4D Analytics now caches indicator states on a long-term basis. APM sends alarm states for all 4D indicators using a web service call. You can update the cache manually in the 4D Analytics Connection Properties dialog.
For more information, see Creating 4D Analytics Connections.

Asset Prioritization Analysis – Probability Evaluation

You can now perform an evaluation to determine an asset’s probability of failure when performing an asset prioritization analysis.
Note: To use this functionality in APM, you must first enable feature 39. In the Enterprise window, select the Customization Center view and the Enabled Features tab. Click Browse, select “Criteria based probability evaluation on an asset prioritization analysis”, 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.
In previous versions, you would simply select a probability from the list of values defined for your organization (for example, “Failures occur between 1 and 5 years”). This method is still available; it is the default selection on analysis types for asset prioritization.
With this release, you can enable the probability analysis feature to provide options for more detailed assessments of probability of failure. Once the probability evaluation is set up, analysts can select appropriate examples of criteria such as operating environment and age. APM uses the scores assigned to the examples to calculate the probability of failure.
The probability analysis is designed to complement the consequence evaluation in prioritization analyses. On the Probability tab, select a criterion in the top table to display examples in the table below. Drag and drop the appropriate example to the criterion’s line to enter its score. For example:
‘
When triggered, APM selects the most appropriate probability based on the scores and the selection policy you selected in the analysis type.
When you have completed the probability and consequence evaluations and click Calculate Scores, APM assigns the probability of failure and consequence priority to the analysis. The probability score is used in the calculation that determines relative risk.

Setting up APM for Probability Analysis

Setting up APM to use the new probability of failure evaluation in asset prioritization analyses involves the following steps:
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Enable the product feature in the Enterprise window. The feature controls whether the functionality is available in APM. See Features Management
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Set up one or more analysis types for asset prioritization. Analysis type settings determine whether probability analysis is used and the method for selecting the appropriate probability. For example:
Options for the selection policy are:
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Highest ranking – Of the examples that the user chooses during the analysis, the one with the highest score is selected. The score is matched to a probability of failure
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Sum of selections – The scores for the chosen examples are added together and the probability closest to, but not less than, the sum is selected
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Lowest ranking – Of the examples the user chooses during the analysis, the one with the lowest score is selected. The score is matched to a probability of failure
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Probability criteria matrix – The selected matrix is used to determine the probability of failure
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Create analysis criteria – For each criterion (for example, operating environment, age, or material), provide examples with scores. The higher the score, the more probable the failure. For example:
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Set up one or more criteria matrices. Each matrix can have up to eight criteria. When you generate entries for the matrix, APM creates an entry for each combination of criterion and example. This simple example shows the 9 entries for two criteria (age and operating environment), each of which has three examples
To complete the matrix, open each entry and assign a probability. In this example, the entry with the highest scores is assigned the most frequent probability.

AWEIS – Interop Work Documents

The following enhancements to work documents are new.

Automatic Acknowledgment with Request for Work

With the release of APM 7.12.4 and AWEIS 1.2.4, indicator alarms can be acknowledged automatically with a request for work. This is handy, for example, when standard work must be performed whenever an asset is reported in a particular state.
When the alarm reading is processed, APM does the following:
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Creates an acknowledgment with the method “Request for work”
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Creates a request for work that optionally references the required solution package and cycle. The request’s description contains the standard information identifying the indicator, state, and so on
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Creates a failure record or downtime incident as required
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Processes the acknowledgment, creating and sending the request for work to the CMMS, setting the acknowledgment status to “Acknowledged”, and clearing the indicator alarm
Subsequent readings that trigger the same alarm are automatically acknowledged if the work is not complete. A second request for work is not sent.
To implement this functionality, set Auto Acknowledge options on the states of APM indicators and templates:
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Open the indicator window, enable editing, and click the States and Alarms tab
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Open the indicator state and click the Auto Acknowledge tab. (This tab is only available when AssetWise Interoperability is enabled for the site)
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Click Auto acknowledge alarms with a request for work. Here’s an example of an alarm state on a descriptive indicator:
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If appropriate, select the solution package or template to use and, optionally, the cycle
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Select a work priority for the request for work
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Select Automatically approve the request if appropriate. As a result, an interop work order is created and sent to APM. If auto-approval is not selected, an interop work request is returned
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Select Mark as ready to send if appropriate

Secondary Statuses

In the Request for Work dialog, the Statuses tab now displays secondary statuses and groups as a simple list with check boxes for selecting statuses.

Solution Packages – Support for Events, Tasks, Labor

Solution packages and templates now include the following information:
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Events that identify the problem the requested work is meant to correct. An event consists of four catalog codes: object part, part group, damage code, and activity code. When setting up a solution package template, you can add events and select the highest priority event
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Recommended tasks that are identified by task type, task type group, abbreviation, site, and icon. When adding tasks to a template, you can include a description, assign an employee, and set start and end dates
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Labor requirements that identify the trade, required time, and number of resources

Requests for Work – Mark as Ready to Send

When acknowledging alarms with requests for work, creating requests for work from scratch, and so on, you can mark the request as ready to send to the CMMS. For example:
If Mark request as ready to send is not selected, the request must be submitted manually.
The default value of Mark request as ready to send is controlled by the work type’s site settings. In the Work Type and Site Settings dialog, the General tab now provides options for two scenarios: when a solution package is selected for the request and when a solution package has not been selected. For both scenarios, the choice is between automatically and manually marking the request as ready to send.
Here are typical settings for the Corrective work type:

Requests for Work – Control Event Creation

When you are adding an event to a request for work, the information you must supply in order to save the event is controlled by settings in the Site Interoperability Profile. The Recommendation event requires option specifies whether only the object part is required, damage code and object part are required, or activity code, damage code, and object part are required.
In the Site Interoperability Profile Properties dialog, select the Work Management tab and the Failure Coding tab.
 

AWEIS – Defining Properties on Interop Work Documents

You can add new properties to requests for work, interop work requests, solution packages, and interop work orders. For example, you could add a “Created by” field on interop work orders to identify the users who created the objects in the CMMS.
You can define up to 10 strings, five dates, and five check boxes.
Setting up the properties involves the following steps:
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In the Site Interoperability Profile, select the Work Management tab and the User Fields tab
Select the strings, dates, and check boxes you need and provide labels for them in the text boxes.
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Open all of the applicable work types and create site settings that define which of the user fields are mandatory and which are read-only on outbound requests for work. For example:
Set the options for requests for work that do not reference a solution package and those that do (select the Trigger Requests tab).
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Define characteristic values and mappings for each of the user fields. You will need characteristics and mappings for each of the work documents where you want the field to appear. Possible classes are InteropWorkOrder, InteropWorkRequest, and RequestForWork
Consult with your Bentley team to update interoperability and middleware components to extract the properties from request for work XML messages and populate the appropriate property of the CMMS object. For inbound interop work requests and work orders, mappings will need to be defined to extract the property from the CMMS to include in the data conveyed to APM.
User-defined properties are shown in the work documents’ Details tabs.
Note: To use this functionality in APM, you must enable feature 48. In the Enterprise window, select the Customization Center view and the Enabled Features tab. Click Browse, select “Support for user-defined fields on AssetWise Interoperability Work Documents”, 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.

AWEIS – Checksheet Generation Date

In the Site Interoperability Profile dialog, you can more precisely define when checksheets will be generated for interop work orders. Checksheets will be generated when the work order’s control date (for example, Start before) is within the generation horizon. Select the Work Management and Checksheet Generation tabs:

AWEIS – Interoperability Data Readiness

The following enhancements have been made to Interoperability Data Readiness requests.

Filters for APM-Only Assets

You can now control whether assets that are not integrated with a CMMS are included when a readiness request is processed. The following options are available on the Interoperability Data Readiness Request dialog when the selected class is Asset.
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No integration is being used, so update all assets
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No APM-only assets exist, so update all assets
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CMMS integration is used and we have APM-only assets, so do not update APM-only assets
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SAP Interoperability is used and we have APM-only assets, so do not update APM-only assets

Changing the Status of Requests

Requests have the status “Draft” when they are created. They must be marked as “Ready to Process” before they can be processed. You can control the request’s status in the Interoperability Data Readiness Request dialog using the Mark as Ready to Process button.
Now you can change requests’ status in the Profiles tab, which lists all of the requests. Select one or more requests in the table, click the Selected list, Mark As, and then either Ready to Process or Draft.
For more information, see Preparing APM Data for Interoperability.

AWEIS – Marking an Object as Interoperability Inactive

You can now mark objects as inactive for use with AWEIS. This function is useful for objects that have been incorrectly activated or deleted in the CMMS. Inactivating an object prevents future work documents from sending a reference to it.
To mark an object as inactive, select it in a table, right-click, and click Mark AssetWise Interoperability Inactive.
If an object is incorrectly inactivated, it can be reactivated using an Interoperability Data Readiness request.
For a list of the classes, see Preparing APM Data for Interoperability.

Data Loading

This release includes the following new or enhanced data loaders. In addition, the “Technology Preview” designation has been removed from the following data loaders:
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Asset operating parameters
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Asset warranties
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Maintenance action plan indicators
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Failures

Maintenance Action Plan Indicators

This data loader adds indicators to existing maintenance action plans on strategy development analyses.

Maintenance Action Plan Critical Spares

This data loader adds critical spares to existing maintenance action plans on strategy development analyses.

RBI FMEA – Additional Information

The RBI FMEA data loader now supports degradation mechanism information:
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Degradation type
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Degradation scope
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Degradation pattern
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Degradation mechanism
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Degradation category
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Degradation note
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Damage temperature range
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Damage mechanism load type
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Damage mechanism process
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Damage mechanism flow

Indicators – Additional Information

The Indicator data loader now supports additional properties:
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For each of as many as seven indicator states:
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Automatically acknowledge alarms with requests for work
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If automatic acknowledgment is “true”, these properties are supported:
Solution package
Solution package cycle
Work priority
Automatically approve requests for work
Allow work document creation
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Gauge type
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Graph data series type
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Duration for readings list
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Duration for readings’ unit of measure
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Collection requirement - Confined space
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Collection requirement - Height
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Collection requirement - Removal of components
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Collection requirement - Coating removal
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Collection requirement - Removal of covering layer
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Collection requirement - Special cleaning
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Collection requirement - Special equipment
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Collection window supported
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If Collection window is “true”, these properties are supported:
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Collection window type
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Collection window period (mandatory if Collection window type is Calendar period
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Early collection percentage (mandatory if Collection window type is Percentage)
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Early collection next reading basis
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Late collection next reading basis
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Late collection percentage (mandatory if Collection window type is Percentage)
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On time collection next reading basis

Indicator Templates

This data loader adds new indicator templates to APM. It cannot be used to update existing templates.

Standard Tasks – Additional Information

The Standard tasks data loader now supports additional properties:
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Due date tracked
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If Due date tracked is “true”, these properties are supported:
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Due date basis
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Generate checksheet when due
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Defer due date update until accepted
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Limit schedule hours. If “true”, these properties are mandatory:
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Schedule duration
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Schedule duration unit of measure

Failures

This new data loader adds new failure records to APM. (It cannot be used to update existing failures.)
The data loader supports Resolved On dates. Once the failure has been imported, APM performs the Resolve Failure method on it to update its status.

Production Loss Events – Additional Information

The Production loss events data loader now supports additional properties:
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Title
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Description (long description)
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Related asset type

Work Order Tasks – Additional Information

The Work order tasks data loader now supports additional properties:
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Limit schedule hours. If “true”, these properties are mandatory:
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Schedule duration
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Schedule duration unit of measure

Inspection Management

The following enhancements are new for this release.

Automatic Checksheet Generation from Standard Tasks

You can now set up standard tasks to automatically generate checksheets and mobile activities on a regular basis without the need for work orders. This is useful in integrated environments where it is not convenient to generate work orders in the CMMS.
Note: This functionality is available as a Technology Preview. To use it in APM, enable feature 51. In the Enterprise window, select the Customization Center view and the Enabled Features tab. Click Browse, select “Support generation of checksheets for standard tasks, without requiring a work order”, 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.
In APM the functionality is enabled in the standard task’s due-date tracking settings. You can select Generate checksheet when due. For example:
Then set up a scheduled action (Generate Standard Task Checksheets) with the appropriate recurrence pattern. This scheduled action determines the standard tasks on a site whose next due dates are on or before the checksheet generation horizon. It also calculates the checksheet planned start date and updates the indicator next planned reading date and the standard task’s next due date.
The checksheet generation horizon for standard tasks is set to one week by default. You can change it by selecting the Inspection Management view, Settings tab, Checksheets tab, and Options tab:
To support the checksheet generation feature, due-date tracking options have been added to standard task templates and APM Remote standard tasks.

Work Order Status Controls Checksheet Generation

Work status can now be used to control the generation of checksheets for an interop work order. For example, canceled and closed work orders can be excluded from the generation process.
When checksheets are generated for the site, only interop work orders with work statuses that allow it are included.

Indicator Instructions

In Indicator and Indicator Reading dialogs, the Instructions tab now supports rich text only.
When you upgrade an APM database to 7.12.4, any plain text instructions in indicator readings are added at the bottom of the Image tab.

Acknowledge Indicator Alarms with AWEIS

The Acknowledge Indicator Alarm dialog has changed to be consistent with the dialog on APM Remote. The solution package options appear on the Acknowledgment tab, General tab. For example:
A separate Events tab allows you to add events:

Production Loss Accounting, Advanced Version

The following enhancements have been made to production loss accounting.

Asset Products Tab on Site

The Production view on the Site window now provides the Asset Products tab that lists all of the products for the site. You can use the filters at the bottom of the tab to view products for sites below and above the current site.
On the Asset Products tab, you can create products without having to open Asset windows. You can also copy products to other assets on the same site or other sites that support advanced production loss accounting. And you can use the Replace Column Data feature to change values in all of the listed products.

Downtime and Production Tab on Asset

The following changes to the Asset and Asset Type windows were made to make it easier for users transitioning from basic to advanced production loss accounting.
In the Asset window, the Downtime and Production Loss tab is used to summarize downtime for the asset, calculate the amount and cost of lost production, and add production loss calculations to the asset and product. For example:
This tab’s availability is controlled by the asset type. In the Asset Type window, Policies tab, the Performance tab has been replaced by separate Downtime and Production tabs.
The Production tab allows you enable production loss accounting rules for basic production loss accounting. When the option is selected, the Downtime and Production Loss tab is available for assets of that type.
When Production loss events can be reported against assets of this type is selected, the Production tab is available for assets, showing products, calculations, and cost intervals.

Related Asset on Production Loss Events and Downtime Incidents

You can now provide more information about assets on production loss events and downtime incidents. The property formerly called “affected asset” has been relabeled “related asset” and you can select from related asset types: “Related by”, “Affected by”, or “Other”. For example:

Comparative Analysis

When setting up asset activities to view in the analysis, you can now select to have the related asset’s downtime and production loss events displayed.
On basic analyses, you now select a second asset’s activities to view in the analysis. For example:
Here is an example from a comparative analysis showing activities for two assets:

Regulated Gas Management – Equipment Decommissioned

When creating a gas transaction that requires a value for Equipment decommissioned, you will notice that the default value is now null, rather than “Yes”. This means that you are required to select a value (yes, no) in order to save the transaction. This change prevents incorrect reporting of decommissioning events.

Reliability Program – Apply Template to Multiple Tasks

You can now apply a task template to two or more standard tasks at the same time. In the Standard Task window for the template, click the Tools menu and then Apply to Standard Tasks. The browse dialog that appears displays the standard tasks from the template’s site and below. Only tasks that do not use the template are displayed.
You can use the filters to refine the list of standard tasks. When you select the tasks and click OK, the tasks are updated with information from the template. The template replaces any templates that already exist on the tasks.

RFQs – Excel® Files Emailed to Suppliers

When you send a bid sheet to suppliers from a request for quotations (RFQ), the Excel workbook attached to the email now includes two worksheets. One shows the RFQ bid information. The new header worksheet labeled “Bid sheet” lists the RFQ number, buyer name, bid requested-by date, and supplier name.
APM now provides more flexibility for customizing the header worksheet in that you can select attributes from related classes, such as RFQ. To add data members from related classes to the spreadsheet header:
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Log on to APM with the administrator privilege
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Open the Enterprise window and select the Customize Center view, User Interface tab, Configurations tab
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Open the configuration “RFQ bid information for export to Excel”. Select the Export to Excel tab and then the Workbook Header tab. For example:
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Click Browse to open the Browse Model for Excel Header dialog
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You can select attributes and relationships for the available classes or add a join path to a related class. For example, the RFQ number was added to the header by setting the join path from Bid sheet to RFQ:
Once the join path is set, the attribute RFQ number is then available for selection in the Browse Model for Excel Header dialog.
Note: Only properties that can be accessed by cardinality-1 relationships can be selected.

Strategy Development Analysis

The following enhancements are new in this release.

Critical Parts on Action Plans

For all types of analyses and recommended actions, you can add a list of the materials needed to perform the action. Select from the parts catalog or define non cataloged items, providing their part IDs, names, and quantities. If you maintain a resource catalog in APM (and interoperability is not enabled for the site), you can select material resources from the catalog.
In the Maintenance Action Plan window, Implementation view, select the Critical Parts tab and click New. The Action Plan Part Requirement dialog appears:
You can add as many parts as required on both primary and secondary action plans.
In the Strategy Development Analysis window, you can select the Analysis Summary view, Critical Parts tab to see a list of the parts for all of the action plans in the analysis.
You can maintain a parts catalog in the Site window, Strategy Development view and tab, Critical Parts tab. For example:
Note: To use this functionality in APM, you must enable feature 42. In the Enterprise window, select the Customization Center view and the Enabled Features tab. Click Browse, select “Support for critical parts identification on a maintenance action plan”, 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.

Table Configurations

The following enhancements have been made to table configurations.

Shared Personal Configurations

Shared personal configurations are no longer shown with the owner’s identifier. Instead “(Shared configuration)” is appended to the configuration name and the icon shows multiple users. For example:

Export to Excel Workbook Header

APM now provides more flexibility for selecting properties to show in the header worksheet in that you can select attributes from related classes using the Browse Model for Excel Header dialog.
Note: Only properties that can be accessed by cardinality-1 relationships can be selected.
For an example, see RFQs – Excel® Files Emailed to Suppliers.

Quick Search Bar – List Contents

The following changes have been made to the Quick Search Bar functionality to improve performance:
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In the search list, only string columns for the configuration’s main class are checked by default
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String columns that are displayed in the table using a join path are available in the list, but they are not selected by default
For example: