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Welcome to APM Help

Using the APM Library

Glossary

What’s New in APM

What’s New in APM 26.0.0

What’s New in APM 25.0.2

What’s New in APM 25.0.1

What’s New in APM 25.0.0

What’s New in APM 24.0.3

What’s New in APM 24.0.2

What’s New in APM 24.0.1

What’s New in APM 24.0.0

What’s New in APM 7.23

What’s New in APM 7.22

What’s New in APM 7.21

What’s New in APM 7.20

What’s New in APM 7.19

What’s New in APM 7.18

What’s New in APM 7.17

What’s New in APM 7.16

What’s New in APM 7.15

What’s New in APM 7.14

What’s New in APM 7.13

What’s New in APM 7.12.5

What’s New in APM 7.12.4

What’s New in APM 7.12.3

What’s New in APM 7.12.2

What’s New in APM 7.12.1

APM User’s Guide

User Interface Navigation

Navigating in APM

APM Windows

Tool Bar Buttons, Shortcuts, and Menu Options

Exiting APM or Switching Users

Using the Find Bar to Open Objects

Creating a Shortcut from the Banner

Working with Trees

Viewing Information as a Table, Form, Chart, or Map

Using the Quick Search Bar

Entering Data in Tables

Exporting Table Configurations to Excel

Editing in Object Windows

Saving and Closing Objects

Emailing Shortcuts

Viewing Recently Opened Objects

Adding Inspection Photographs to Objects

Printing Documents

Refreshing Data

Using Drag-and-Drop

Working with Attachments

Adding Attachments to Objects

Viewing Attachments

Deleting Attachments

Personalizing the User Interface

Setting My Preferences

Hiding and Showing the Tool Bar

Turning the Find Bar On and Off

Creating Find Bar Sets

Turning the Banner On and Off

Selecting Views for the View Bar

Turning the View Bar On and Off

Table Configurations

Introduction to Table Configurations

About Table Configurations

Types of Table Configurations

Filter Criteria Concepts

Undoing Changes in Table Configurations

Managing Your Table Configurations

Reviewing Table Configurations

Setting a Default Table Configuration

Organizing Table Configurations

Deleting Table Configurations

Removing Sharing from a Table Configuration

Sharing a Table Configuration

Creating User Groups

Copying Table Configurations

Making Ad Hoc Changes to Table Configurations

Changing the Order of Columns on an Ad Hoc Basis

Resizing Columns on an Ad Hoc Basis

Hiding Columns on an Ad Hoc Basis

Showing Columns on an Ad Hoc Basis

Freezing or Unfreezing Columns on an Ad Hoc Basis

Filtering Data in Tables

Sorting Data in Tables

Grouping and Ungrouping by Columns on an Ad Hoc Basis

Changing Column Properties on an Ad Hoc Basis

Saving Ad Hoc Changes in the Current Configuration

Saving Ad Hoc Changes as a New Table Configuration

Undoing Ad Hoc Changes in Table Configurations

Editing Table Configurations

Adding and Removing Columns in a Table Configuration

Changing the Order of Columns in Table Configurations

Setting Icon Sizes

Applying Mass Updates

Viewing Mass Update Requests

Formatting Row Data in Table Configurations

Editing the Default Theme

Creating a Table Configuration

Defining Column Properties

Editing Column Properties in Table Configurations

Including or Excluding Columns in Quick Searches

Creating Data Groups in Table Configurations

Creating Count Columns for Table Configurations

Defining Filter Properties

Creating Filters for Table Configurations

Viewing Filters for Table Configurations

Applying Run-time Settings to a Filter Criterion

Creating Filter Groups for Table Configurations

Adding Conditions to Table Configurations

Deleting Conditions or Groups for Table Configurations

Defining Sorting Properties

Entering Sorting Criteria for Table Configurations

Changing the Sort Sequence in Table Configurations

Defining View as Table Appearance Properties

Defining View as Form Appearance Properties

Defining View as Chart Appearance Properties

Defining Custom Data Series for a Chart

Defining a Secondary Data Series for a Chart

Creating a Legend for a Chart

Creating Cross Hair Settings for a Chart

Defining an Axis for a Chart

Defining a Stripline for a Chart

Defining Variable Graph Appearances for a Chart

Defining View as Map Appearance Properties

Defining Base Map Options

Adding Map Layers to a Configuration

Viewing Map Information

Setting Map Coordinates

Adding Custom Buttons to Table Configurations

Setting Options for Table Configurations

Favorites

Overview of Favorites

Creating a Favorite

Working with Favorites

Deleting Favorites

APM and AssetWise Enterprise Interoperability

Introduction to APM with AWEIS

Viewing AWEIS Objects in APM

Overview of Setting up APM for AWEIS

APM Interoperability with SAP Plant Maintenance

Introduction to APM Interoperability with SAP

Viewing SAP Plant Maintenance Data in APM

Working with Reminders

Assets

Introduction to Assets

Overview of Assets

Asset Hierarchies

Asset Downtime

Asset Activity Reports

Assemblies

Costs and Indicators for Assets

Creating Assets

Creating an Organization Asset

Creating a Maintainable Asset

Creating a Measurement Device Asset

Creating a System or Subsystem Asset

Creating an Asset Group

Creating a Component Location

Creating a Component Asset

Creating Multiple Child Assets

Copying Assets

Working with Assets

Adding Regulatory Information to an Asset

Adding Operating Parameters to an Asset

Adding Documents to an Asset

Working with Asset Notes

Adding Degradation Information to an Asset

Working with Asset Circuits

Adding Purchase and Manufacturer Information to an Asset

Adding Warranty Information to an Asset

Creating a Parts List for an Asset

Adding Barriers to an Asset

Setting up Production Loss Rules on an Asset

Changing an Asset’s Primary Function

Working with Assets and SAP Plant Maintenance Information

Changing an Asset's Status

Changing or Assigning the Parent Asset for Multiple Assets

Entering Hierarchy Codes for Assets

Enabling and Disabling Construction of Hierarchy Locations

Updating Asset Age

Creating Assemblies

Creating an Assembly in the Physical Hierarchy

Adding Component Locations for an Assembly

Setting up a Component Hierarchy for an Assembly

Installing a Component

Uninstalling (or Removing) a Component

Viewing Asset Information

Viewing Asset-Focused Overviews

Viewing Asset Comparisons

Viewing Asset Risk Summaries

Setting up and Viewing Linked Assets

Creating a Shortcut to an Asset

Viewing an Asset’s Audit History

Viewing an Asset’s Status History

Viewing an Asset’s Installation History

Viewing Downtime Incidents

Reviewing and Closing Downtime Incidents

Viewing Production Loss Summaries

Viewing Warranties for an Asset

Viewing an Asset’s Standard Problems, Causes, and Remedies

Viewing an Asset’s Asset Health Information

Viewing System Information for Assets

Asset Activity Reports

Creating Asset Activity Reports

Creating an Asset Activity Report

Adding Attachments to an Asset Activity Report

Adding Attachments to an Asset Activity Report Section

Working With Asset Activity Reports

Changing Asset Activity Report Information

Changing Asset Activity Report Section Information

Changing the Status of an Asset Activity Report

Assigning Asset Activity Report Details

Assigning an Asset Activity Report Team

Assigning Asset Activity Report Printing and Publishing Options

Adding a Section to an Asset Activity Report

Copying an Asset Activity Report

Printing an Asset Activity Report

Printing an Asset Activity Report Edition

Sending an Asset Activity Report for Approval

Publishing an Asset Activity Report

Viewing Asset Activity Reports

Viewing Asset Activity Report Information

Viewing Asset Activity Report Section Details

Viewing Asset Activity Report Audit History

Viewing Reports that Include an Asset Activity Report

Asset Program Profiles

Setting up Asset Program Profiles

Adding Filters to Asset Program Profile Details

Generating Asset Program Profiles

Working with Asset Lives

Starting a New Asset Life

Undoing Asset Life Changes

Viewing an Asset’s Costs by Asset Life

Viewing Manufacturer Information for an Asset’s Life

Viewing an Asset’s Life History

Asset Transfer Documents

Creating an Asset Transfer Document

Transferring Assets

Receiving Assets

Viewing Asset Transfer History

Asset Change Requests

Introduction to Asset Change Requests

Creating Asset Properties Change Requests

Sending an Asset Properties Change Request for Approval

Reviewing Asset Properties Change Requests

Creating Equipment Removal Requests

Strategy Development

Asset Prioritization

Introduction to Asset Prioritization Analysis

Overview of Asset Prioritization Analysis

Setting up APM for Asset Prioritization Analysis

Glossary of Asset Prioritization Terms

Creating and Managing Asset Prioritization Analyses

Creating an Asset Prioritization Analysis

Adding Team Members to a Prioritization Analysis

Entering and Reviewing Comments on a Prioritization Analysis

Recording Team Meetings on a Prioritization Analysis

Working with the Prioritization Analysis Checklist

Performing Asset Prioritization Analysis

Identifying Assets for Prioritization Analysis

Recording Prioritization Analysis Assumptions

Entering Prioritization Results

Applying Prioritization Analysis Results to Assets

Working with Asset Prioritization Analyses

Creating Projects for Prioritization Analyses

Linking Prioritization Analyses to Condition Analyses

Revising Prioritization Analyses

Viewing Asset Prioritization Information

Printing Asset Prioritization Reports

Current Practice Review

Introduction to Current Practice Review

Overview of Current Practice Review

Overview of Performing Current Practice Reviews

Setting up APM for Current Practice Review

Glossary of CPR Terms

Creating and Managing Current Practice Reviews

Creating a Current Practice Review

Setting Failure Mode Options for a Current Practice Review

Adding Assets to a Current Practice Review

Working with Asset Scope on a Current Practice Review

Recording the Primary Asset’s Operating Context on a CPR

Adding Team Members to a Current Practice Review

Entering and Reviewing Comments on Current Practice Reviews

Recording Team Meetings on a Current Practice Review

Working with the Current Practice Review Checklist

Developing CPR Action Plans

Creating CPR Action Plans in APM

Importing CPR Action Plans From an Excel File

Creating Secondary CPR Action Plans

Adding Inspection Tasks and Indicators to CPR Action Plans

Adding Corrective Tasks to CPR Action Plans

Adding Critical Parts to CPR Action Plans

Adding Follow-up Work to CPR Action Plans

Reviewing Indicator Collection Information on a Review

Adding Standard Documents to CPR Action Plans

Reviewing CPR Action Plan Details

Copying CPR Action Plans

Overview of the Copy Failure Mode Wizard

Setting Mapping Options for a Failure Mode Copy

Browsing for Failure Modes to Add to a CPR

Copying Failure Modes to CPR

Copying an Asset’s Strategy Development Program

Revisiting CPR Failure Mode Copy Requests

Working with Current Practice Reviews

Converting a CPR to an MTA2 or RBI

Renumbering Assets and Action Plans in a CPR

Changing the Status of Action Plans and Current Practice Reviews

Sending a Current Practice Review for Approval

Working with CPR Action Plan Task Statuses

Viewing Information About a CPR

Reviewing CPR Assets’ Reliability Programs

Printing CPR Reports

Linking CPR Action Plans to Projects

Working With a Project’s Links to CPR Action Plans

Changing the Primary Asset on a CPR

Updating the Asset Hierarchy Snapshot for a CPR

Viewing CPR Action Plans for Standard Tasks and Jobs

Reliability Strategy Selection

Introduction to Reliability Strategy Selection

Overview of Reliability Strategy Selection

Two Ways to Access RSS Analyses

Setting up APM for RSS Analysis

Glossary of RSS Terms

Creating and Managing RSS Analyses

Creating an RSS Analysis

Adding Team Members to an RSS Analysis

Entering and Reviewing Comments on an RSS Analysis

Recording Team Meetings on an RSS Analysis

Working with the RSS Analysis Checklist

Performing RSS Analysis

Using the RSS Questionnaire

Sending RSS Analyses for Approval

Implementing a Recommended Strategy

Tracking the Escalation Process on an RSS Analysis

Strategy Development Analysis Studies

Creating an SDA Study

Maintenance Task Analysis

Introduction to Maintenance Task Analysis

Overview of Maintenance Task Analysis

Overview of Risk Analysis

Overview of Performing Maintenance Task Analysis

Two Ways to Access Maintenance Task Analyses

Reusing MTA2 Failure Modes

Setting up APM for Maintenance Task Analysis

Glossary of MTA2 Terms

Creating and Managing Maintenance Task Analyses

Creating an MTA2 from Scratch

Creating an MTA2 From a Template

Setting Failure Mode Options for an MTA2

Setting Risk Analysis Options for an MTA2

Adding Assets to an MTA2

Working with Asset Scope on an MTA2

Recording the Primary Asset’s Operating Context for an MTA2

Adding Team Members to an MTA2

Entering and Reviewing Comments on an MTA2

Recording Team Meetings on an MTA2

Working with the MTA2 Checklist

Developing MTA2 Failure Modes

Creating MTA2 Failure Modes

Creating Analysis Requests for MTA2 Failure Modes

Evaluating Susceptibility to Failure for MTA2 Failure Modes

Performing MTA2 Failure Mode Risk Analysis

Performing MTA2 Risk Analysis with Weighted Severities

Performing MTA2 Demand Scenario Risk Analysis

Viewing Risk Analyses for MTA2 Failure Modes

Recording MTA2 Failure Data

Evaluating the Feasibility of MTA2 Maintenance Tasks

Recording and Reviewing MTA2 Failure Mode Details

Adding Symptoms to an MTA2 Failure Mode

Developing MTA2 Action Plans

Developing Primary MTA2 Action Plans

Creating Secondary MTA2 Action Plans

Calculating a Failure-Finding Interval for an MTA2 Action Plan

Adding Inspection Tasks and Indicators to MTA2 Action Plans

Adding Corrective Tasks to MTA2 Action Plans

Adding Critical Parts to MTA2 Action Plans

Adding Follow-up Work to MTA2 Action Plans

Reviewing Indicator Collection Information on an MTA2

Adding Standard Documents to MTA2 Action Plans

Copying MTA2 Failure Modes

Overview of the Copy Failure Modes Wizard

Setting Mapping Options for a Failure Mode Copy

Browsing for Failure Modes to Add to an MTA2 or Template

Copying Failure Modes to an MTA2 or Template

Copying an Asset’s Strategy Development Program

Revisiting MTA2 Failure Mode Copy Requests

Working with Maintenance Task Analyses

Renumbering Assets and MTA2 Failure Modes

Changing the Status of MTA2 Failure Modes and Analyses

Sending an MTA2 for Approval

Working with MTA2 Action Plan Task Statuses

Viewing Information About an MTA2 or Template

Reviewing MTA2 Assets’ Reliability Programs

Printing MTA2 Reports

Linking MTA2 Action Plans to Projects

Working With a Project’s Links to MTA2 Action Plans

Changing the Primary Asset on an MTA2

Updating the Asset Hierarchy Snapshot for an MTA2

Viewing MTA2 Failure Modes and Action Plans

Viewing MTA2 Failure Modes for Standard Tasks and Jobs

Editing an Asset’s MTA2 Failure Modes

MTA2 Templates

Creating an MTA2 Template

Setting up a Hierarchy for MTA2 Templates

Viewing MTA2 Template Hierarchies

Moving an MTA2 Template to a Different Site

Design FMECA

Introduction to Design FMECA

Overview of Design FMECA

Overview of Failure Mode Risk Analysis

Overview of Performing Design FMECAs

Setting up APM for Design FMECA

Glossary of Design FMECA Terms

Creating and Managing Design FMECAs

Setting up a Hierarchy for Design FMECAs

Creating a Design FMECA

Planning a Design FMECA

Setting Failure Mode Options for a Design FMECA

Setting Risk Analysis Options for a Design FMECA

Recording the Asset’s Operating Context on a Design FMECA

Adding Team Members to a Design FMECA

Entering and Reviewing Comments on a Design FMECA

Recording Team Meetings on a Design FMECA

Working with the Design FMECA Checklist

Developing FMECA Failure Modes

Developing Design FMECA Functions and Failure Modes

Performing Design FMECA Failure Mode Risk Analysis

Performing Design FMECA Risk Analysis with Weighted Severities

Recording Failure Data for Design FMECAs

Evaluating Design FMECA Failure Mode Consequences

Evaluating the Feasibility of Design FMECA Maintenance Tasks

Developing Design FMECA Action Plans

Developing Primary FMECA Action Plans

Creating Secondary FMECA Action Plans

Calculating a Failure-Finding Interval for a Design FMECA

Adding Indicator Templates to FMECA Action Plans

Adding Task and Job Templates to FMECA Action Plans

Adding Critical Parts to FMECA Action Plans

Adding Standard Documents to FMECA Action Plans

Viewing the Decision Diagram for a Design FMECA

Copying Design FMECA Failure Modes

Overview of the Copy Failure Mode Wizard

Setting Mapping Options for a Failure Mode Copy

Browsing for Functions and Functional Failures

Copying Failure Modes to a New Design FMECA

Browsing for Failure Modes to Add to a Design FMECA

Revisiting FMECA Failure Mode Copy Requests

Working with Design FMECAs

Renumbering Design FMECA Objects

Changing the Status of FMECA Failure Modes and Analyses

Viewing Information About a Design FMECA

Printing Design FMECA Reports

Linking FMECA Action Plans to Projects

Working With a Project’s Links to FMECA Action Plans

RCM2 Analysis

Introduction to RCM2 Analysis

Overview of RCM2 Analysis

Overview of Failure Mode Risk Analysis

Overview of Performing RCM2 Analysis

Two Ways to Access RCM2 Analyses

Reusing RCM2 Functions and Failure Modes

Setting up APM for RCM2 Analysis

Glossary of RCM2 Terms

Creating and Managing RCM2 Analyses

Creating an RCM2 Analysis From Scratch

Creating an RCM2 Analysis From a Template

Setting Failure Mode Options for an RCM2 Analysis

Setting Risk Analysis Options for an RCM2 Analysis

Adding Assets to an RCM2 Analysis

Recording the Primary Asset’s Operating Context on an RCM2 Analysis

Adding Team Members to an RCM2 Analysis

Entering and Reviewing Comments on an RCM2 Analysis

Recording Team Meetings on an RCM2 Analysis

Working with the RCM2 Analysis Checklist

Developing FMECA Failure Modes

Developing RCM2 Functions and Failure Modes

Creating Analysis Requests for RCM2 Failure Modes

Evaluating Susceptibility to Failure for RCM2 Failure Modes

Performing RCM2 Failure Mode Risk Analysis

Performing RCM2 Risk Analysis with Weighted Severities

Viewing Risk Analyses for RCM2 Failure Modes

Recording Failure Data for RCM2 Analyses

Evaluating RCM2 Failure Mode Consequences

Evaluating the Feasibility of RCM2 Maintenance Tasks

Recording and Reviewing RCM2 Failure Mode Details

Adding Symptoms to an RCM2 Failure Mode

Developing RCM2 Action Plans

Developing Primary RCM2 Action Plans

Creating Secondary RCM2 Action Plans

Calculating a Failure-Finding Interval for an RCM2 Analysis

Adding Inspection Tasks and Indicators to RCM2 Action Plans

Adding Corrective Tasks to RCM2 Action Plans

Adding Critical Parts to RCM2 Action Plans

Adding Follow-up Work to RCM2 Action Plans

Reviewing Indicator Collection Information on an RCM2

Adding Standard Documents to RCM2 Action Plans

Viewing the Decision Diagram for an RCM2 Analysis

Copying RCM2 Failure Modes

Overview of the Copy Failure Mode Wizard

Setting Mapping Options for a Failure Mode Copy

Browsing for RCM2 Functions and Functional Failures

Browsing for Failure Modes for an RCM2 Analysis or Template

Copying Failure Modes to an RCM2 Analysis or Template

Copying an Asset’s Strategy Development Program

Revisiting RCM2 Failure Mode Copy Requests

Working with RCM2 Analyses

Renumbering RCM2 Analysis Objects

Changing the Status of RCM2 Failure Modes and Analyses

Sending an RCM2 Analysis for Approval

Working with RCM2 Action Plan Task Statuses

Viewing Information About an RCM2 Analysis or Template

Reviewing RCM2 Assets’ Reliability Programs

Printing RCM2 Analysis Reports

Linking RCM2 Action Plans to Projects

Working With a Project’s Links to RCM2 Action Plans

Changing the Primary Asset on an RCM2 Analysis

Viewing RCM2 Failure Modes and Action Plans

Viewing RCM2 Failure Modes for Standard Tasks and Jobs

Editing an Asset’s RCM2 Failure Modes

RCM2 Templates

Creating an RCM2 Template

Setting up a Hierarchy for RCM2 Templates

Viewing RCM2 Template Hierarchies

Moving an RCM2 Template to a Different Site

Risk-based Inspection Analysis

Introduction to RBI Analysis

Overview of Risk-based Inspection Analysis

RBI Concepts

RBI Calculations

Overview of Performing RBI Analysis

Two Ways to Access RBI Analyses

Setting up APM for RBI Analysis

Glossary of RBI Terms

Creating and Managing RBI Analyses

Creating an RBI Analysis

Setting Failure Mode Options for an RBI Analysis

Setting Risk Analysis Options for an RBI Analysis

Adding Assets to an RBI Analysis

Working with Asset Scope on an RBI Analysis

Recording the Primary Asset’s Operating Context for an RBI

Adding Team Members to an RBI Analysis

Entering and Reviewing Comments on an RBI Analysis

Recording Team Meetings on an RBI Analysis

Working with the RBI Analysis Checklist

Developing RBI Failure Modes

Adding Failure Modes to the RBI Damage Mechanisms Library

Adding Failure Modes to an RBI Analysis

Recording Degradation Data on RBI Failure Modes

Adding Barriers to RBI Failure Modes

Working with Barriers on RBI Failure Modes

Adding Degradation Rates to RBI Failure Modes

Evaluating Susceptibility to Failure for RBI Failure Modes

Performing Risk Analysis for RBI Failure Modes

Performing RBI Risk Analysis with Weighted Severities

Performing RBI Demand Scenario Risk Analysis

Viewing Risk Analyses for RBI Failure Modes

Recording Failure Data for RBI Failure Modes

Evaluating the Feasibility of RBI Maintenance Tasks

Recording and Reviewing RBI Failure Mode Details

Adding Symptoms to a RBI Failure Mode

Developing RBI Action Plans

Developing Primary RBI Action Plans

Creating Secondary RBI Action Plans

Adding Inspection Tasks and Indicators to RBI Action Plans

Adding Corrective Tasks to RBI Action Plans

Adding Critical Parts to RBI Action Plans

Adding Follow-up Work to RBI Action Plans

Reviewing Indicator Collection Information on an RBI Analysis

Adding Standard Documents to RBI Action Plans

Copying Failure Modes for RBI Analyses

Overview of the Copy Failure Modes Wizard

Setting Mapping Options for a Failure Mode Copy

Browsing for Failure Modes to Add to an RBI Analysis

Copying Failure Modes to an RBI Analysis

Copying an Asset’s Strategy Development Program

Revisiting RBI Failure Mode Copy Requests

Working with RBI Analyses

Renumbering Assets and RBI Failure Modes

Changing the Status of RBI Failure Modes and Analyses

Sending an RBI Analysis for Approval

Working with RBI Action Plan Task Statuses

Viewing Information About an RBI Analysis

Reviewing RBI Assets’ Reliability Programs

Printing RBI Analysis Reports

Linking RBI Action Plans to Projects

Working With a Project’s Links to RBI Action Plans

Changing the Primary Asset on an RBI Analysis

Updating the Asset Hierarchy Snapshot for an RBI Analysis

Viewing RBI Failure Modes and Action Plans

Viewing RBI Failure Modes for Standard Tasks and Jobs

Safety Instrumented Function Analysis

Introduction to SIF Analysis

Overview of SIF Analysis

Two Ways to Access SIF Analyses

Overview of Performing SIF Analysis

Setting up APM for SIF Analysis

Glossary of SIF Terms

Creating and Managing SIF Analyses

Creating a SIF Analysis from Scratch

Creating a SIF Analysis From a Template

Setting Failure Mode Options for a SIF Analysis

Setting Risk Analysis Options for a SIF Analysis

Adding Assets to a SIF Analysis

Working with Asset Scope on a SIF Analysis

Recording the Primary Asset’s Operating Context for a SIF Analysis

Adding Team Members to a SIF Analysis

Entering and Reviewing Comments on a SIF Analysis

Recording Team Meetings on a SIF Analysis

Working with the SIF Analysis Checklist

Developing SIF Failure Modes

Creating Unwanted Situations

Creating SIF Failure Modes

Performing SIF Failure Mode Risk Analysis

Adding Provisions to a SIF Failure Mode

Developing Primary SIF Action Plans

Creating Secondary SIF Action Plans

Calculating a Failure-Finding Interval for a SIF Action Plan

Adding Inspection Tasks and Indicators to SIF Action Plans

Adding Corrective Tasks to SIF Action Plans

Adding Critical Parts to SIF Action Plans

Adding Follow-up Work to SIF Action Plans

Reviewing Indicator Collection Information on a SIF Analysis

Adding Standard Documents to SIF Action Plans

Copying SIF Failure Modes

Overview of the Copy Failure Modes Wizard

Setting Mapping Options for a Failure Mode Copy

Browsing for Failure Modes to Add to a SIF Analysis

Copying Failure Modes to a SIF Analysis or Template

Copying an Asset’s Strategy Development Program

Revisiting SIF Failure Mode Copy Requests

Working with SIF Analyses

Renumbering Assets and SIF Failure Modes

Changing the Status of SIF Failure Modes and Analyses

Sending a SIF Analysis for Approval

Updating Study Status using a Change Set

Working with SIF Action Plan Task Statuses

Viewing Information About a SIF Analysis or Template

Reviewing SIF Assets’ Reliability Programs

Printing SIF Analysis Reports

Linking SIF Action Plans to Projects

Working With a Project’s Links to SIF Action Plans

Changing the Primary Asset on a SIF Analysis

Viewing SIF Failure Modes and Action Plans

Viewing SIF Failure Modes for Standard Tasks and Jobs

Editing an Asset’s SIF Failure Modes

SIF Templates

Creating a SIF Template

Setting up a Hierarchy for SIF Templates

Viewing SIF Template Hierarchies

Moving a SIF Template to a Different Site

Importing Criticality Evaluations into Failure Modes

Failure Mode Comparison

Asset Reliability Programs

Defining an Asset Reliability Program

Reviewing Assets’ Reliability Programs

Reviewing an Asset’s Upcoming Work

Defining Shutdowns

Manually Triggering Work Orders from an Asset Reliability Program

Defining PM Generation Profiles

Generating PM Work Orders for the Site

Generating PM Work Orders for an Asset and Its Descendants

Creating an Asset Reliability Program Using Job Templates

Viewing Reliability Program Work History

Failure Tracking

Introduction to Failure Tracking

What is Failure Tracking?

Failure Statistics

Tasks Involved in Failure Tracking

Setup Tasks for Failure Tracking

Glossary of Failure Tracking Terms

Creating Failure Records

Creating a Failure Record From Scratch

Creating a Failure when Acknowledging an Alarm

Creating a Failure Record from a Checksheet

Creating a Failure Record from an Inspection Report

Creating a Failure when Linking a Work Request to a Task

Creating a Failure Record from a Work Order Task

Linking a Work Order Task to a Failure Record

Linking a Failure Record to a Work Document

Creating a Failure Record When Reporting Work Activity

Working with Failure Tracking

Adding Indicators to a Failure Record

Entering and Reviewing Comments on a Failure

Editing Failure Records

Adding Mitigation Actions to Failure Records

Adding Follow-up Work to Failure Records

Adding Inspection Tasks to Failure Records

Adding Downtime to Failure Records

Adding Delays to Failure Records

Evaluating Failures for RCA

Creating an RCA from a Failure

Resolving a Failure

Canceling a Failure Record

Reopening a Failure Record

Marking Failure Records for Update

Manually Recalculating Failure Statistics and PF Intervals

Updating Failure Settings on Indicator States

Working with Failure Information

Viewing a Failure’s Remaining PF Interval

Viewing Failure Status

Viewing the Indicators and Readings that Track a Failure

Viewing Information About a Failure’s Resolution

Viewing a Failure Record’s Source

Viewing Snapshots of Asset Information

Viewing Failure Record History

Viewing Failure Statistics

Root Cause Analysis (RCA)

Introduction to RCA

Overview of RCA

Setting up APM for RCA

Glossary of RCA Terms

Creating and Managing the Analysis

Creating a Root Cause Analysis

Adding Team Members to a Root Cause Analysis

Entering and Reviewing Comments on an RCA

Recording Team Meetings on an RCA

Working with the RCA Checklist

Performing Root Cause Analysis

Defining the Problem

Performing a Root Cause Analysis

Identifying Cause Classifications

Sending an RCA for Approval

Creating Solutions for Root Causes

Printing RCA Reports

Inspection Management

Introduction to Inspection Management

Indicators, Types, and Value Categories

Degradation Indicators

Indicator Readings

Indicator Collection Dates: Calculations, Windows, and Compliance Tracking

Indicator Templates

Indicator States and Alarms

Alarm Notification

Triggering Work Based on Indicator States and Alarms

Inspection Reports

Modification and Repair Inspection Checksheets

Setting up Asset Indicators

Creating a Descriptive Indicator

Creating a Basic Numeric Indicator

Creating a Degradation Indicator

Adding Measurement Points to an Indicator

Linking Numeric Indicator Readings

Adding States and Alarms to an Indicator or Template

Creating an Indicator State Calculation Record

Creating a Cumulative Indicator

Cascading Indicator Readings to Other Assets

Selecting a Primary Cumulative Indicator for an Asset

Creating a Rule-based Indicator

Creating Multiple Indicators

Creating Indicators for Multiple Assets

Copying Indicators to Assets

Copying Indicators from Other Assets

Creating Indicators from Indicator Templates

Creating Calculated Indicators

Introduction to Calculated Indicators

Creating a Calculated Numeric Indicator

Creating a Calculated Cumulative Indicator

Creating a Calculated Descriptive Indicator

Creating Calculation Inputs Based on Indicator Readings

Creating Calculation Inputs Based on Other Reading Data

Creating Calculation Inputs Based on Filters

Defining an Indicator’s Calculation Frequency

Using Logical Operators and Functions

Using a String in a Calculated Indicator

Using an Enumerated Attribute in a Calculated Indicator

Using a Boolean Attribute in a Calculated Indicator

Using an Array in a Calculated Indicator

Using a Date Attribute in a Calculated Indicator

Operators for Calculated Indicators

Troubleshooting a Calculated Indicator

Creating 4D Calculated Indicators

Introduction to 4D Indicators for Large Data Sets

Setting up APM for 4D Indicators

Enabling the Product Feature

Creating 4D Analytics Connections

Setting up the GraphQL Service Provider

Setting Site Properties

Setting up Scheduled Actions to Execute 4D Calculations

Modifying Indicator Types

Setting up Logging for 4D Calculated Indicators

Command Line Options for the Calculation Engine

Introduction to 4D Calculated Indicators

Setting up 4D Calculated Indicators

Creating 4D Calculated Indicators

Adding States and Alarms to a 4D Indicator

Creating 4D Calculation Inputs Based on Indicator Readings

Creating 4D Calculation Inputs Based on Other Reading Data

Creating 4D Calculation Inputs Based on Filters

Viewing 4D Indicators and Readings

Creating Comparative Analyses for 4D Indicators

Creating Indicator Templates

Creating a Template from an Indicator

Creating a Cumulative Indicator Template

Creating a Numeric Indicator Template

Creating a Calculated Indicator Template

Creating a Descriptive Indicator Template

Creating a Rule-based Indicator Template

Moving Indicator Templates to a Different Site

Viewing Where Indicator Templates are Used

Working With Indicators

Tracking the Inspection Effectiveness of Indicators

Deactivating Reading Collection on an Indicator

Adding an Indicator to an Inspection Task

Changing an Indicator’s Degradation Rate

Resetting an Indicator’s Degradation Rate

Changing an Indicator’s Next Collection Date

Changing an Indicator’s Asset

Resetting an Indicator

Linking an Indicator to a Template

Publishing Readings to an External System

Working with Indicator Checksheets

Creating Checksheets

Checksheets and SAP Plant Maintenance

Printing a Checksheet Form or Inspection Summary Report

Exporting and Importing Checksheet Readings

Entering Readings on a Checksheet

Working with Inspection Documents on a Checksheet

Sending a Checksheet for Approval

Processing Checksheets

Entering Indicator Readings

Entering Ad Hoc Indicator Readings

Marking an Asset as Unavailable For Reading

Undoing the Asset-is-Unavailable Flag

Adding Attachments to an Indicator Reading

Marking a Reading as Being Fixed During Inspection

Undoing the Fixed During Inspection Flag

Correcting an Indicator Reading

Marking an Indicator Reading as Incorrect

Requesting a Failure Mode Review for an Indicator

Requesting Follow-up Work for an Indicator Reading

Manually Recalculating a Calculated Indicator

Recalculating Calculated Indicators and KPIs for a Site

Working with Inspection Reports

Creating an Inspection Report

Working with an Inspection Report

Requesting Follow-up Work from an Inspection Report

Designating Readings as Regulatory

Adding a Photograph to an Inspection Report

Updating Next Inspection Dates

Sending an Inspection Report for Approval

Printing Inspection Reports

Viewing Inspection Tasks

Viewing Indicator Information

Working with the Inspection Analytics Tab

Viewing Indicators and Failure Modes

Viewing Indicator Usage

Checking the Current State of Indicators

Viewing Indicator Collection Compliance

Viewing Indicator States for a Site or Asset

Viewing Attachments on an Indicator Reading

Viewing Calculation Times

Viewing Audit Information About Indicators

Indicator Alarms

Using Indicator Alarms to Trigger Work

Suggesting Standard Jobs or Tasks for Indicator Alarms

Acknowledging Indicator Alarms and Warnings

Undoing Alarm Acknowledgments

Configuring Indicators for ODC

Overview of Online Data Collection

Configuring Indicators to Collect Online Data

Mapping Values For Descriptive Indicators

Configuring ODC Reading Creation Rules

Viewing ODC Polling Messages

Working with Mobile Checksheet Activities

Assigning Checksheets to a Mobile Device

Viewing Mobile Checksheet Assignments

Checking the Status of Mobile Checksheet Activities

Comparing Indicators

Overview of Comparative Analysis

Creating a Basic Comparative Analysis

Creating an Advanced Comparative Analysis

Creating a Degradation Comparative Analysis

Performing Actions on Indicator Readings Shown in a Graph

Zooming In and Out on a Graph

Creating an Ad Hoc Comparative Analysis from Indicators

Performance Indicators

Introduction to Performance Indicators

Creating a Performance Indicator from Scratch

Creating Performance Indicators From a Template

Modifying a Performance Indicator Created From a KPI Template

Creating a Performance Indicator Template

Creating Regular Filter Criteria

Creating Variable Filter Criteria

Adding Site Filters to Performance Indicators

Changing the Order of Filtering Criteria

Defining a Performance Indicator’s Calculation Frequency

Recalculating Calculated and Performance Indicators for a Site

Manually Recalculating a Performance Indicator

Viewing Calculation Input Values

Viewing Chart or Gauge Details from the Readings View

Checking the Current State of a Performance Indicator

Modification and Repair Inspection Checksheets

Preparing a Modification and Repair Inspection Checksheet

Completing a Modification and Repair Inspection Checksheet

Dashboards

Overview of Dashboards

Viewing Dashboards

Defining Site Dashboards

Defining Sidebar Dashboards

Fluid Condition Tracking

Introduction to Fluid Condition Tracking

Overview of Fluid Condition Tracking

Setting up APM for Fluid Sample and Condition Tracking

Glossary of Fluid Condition Terms

Setting up Checksheets for Fluid Condition Tracking

Setting up Indicator Templates for Fluid Sample Collection

Setting up Indicators to Record Rates of Change

Setting up Task Templates for Fluid Condition Tracking

Working with Fluid Samples

Entering Fluid Sample Indicator Readings

Creating Fluid Sample Receipts and Sending Samples to the Lab

Reviewing Fluid Sample Test Results

Asset Health Monitoring

Introduction to Asset Health Monitoring

What is Asset Health Monitoring?

Tasks Involved in Asset Health Monitoring

Setting up APM for Asset Health Monitoring

Asset Health Glossary

Asset Health Report Definitions

Creating an Asset Health Report Definition

Setting up a Recurrence Pattern for Report Readings

Selecting Assets for an Asset Health Report Definition

Selection Criteria Concepts for Asset Health Assets

Creating a Filter Criterion Based on an Attribute

Creating a Filter Criterion Based on a Relationship

Copying an Asset Health Report Definition

Manually Generating Asset Health Readings

Creating Asset Health Calculations

Creating a Calculation Record

Using Logical Operators in Calculations

Operators for Calculation Variables

Creating an Asset Health Calculation State

Assigning Asset Health Calculation Details

Creating Asset Health Calculation Variables

Creating an Asset Health Calculation Type Variable

Creating an Asset Health Filter Type Variable

Creating a Global Variable Type Variable

Creating a Join Path Type Variable

Defining a Factor Table for an Asset Health Variable

Assigning Calculation Variable Limits and Weighting

Assigning Null Value Behavior

Testing an Asset Health Calculation

Viewing Audit History

Working With Asset Health Reports

Generating All Asset Health Report Readings

Regenerating Asset Health Report Readings

Resuming Readings Generation

Sending an Asset Health Report for Approval

Publishing an Asset Health Report

Changing an Asset Health Report Status

Viewing Asset Health Information

Viewing Asset Health Indexes

Viewing Asset Health Index Readings

Viewing Asset Health Readings from the Site

Viewing Asset Health Calculation Readings for an Asset

Viewing Most Recently Published Reports

Viewing an Asset Health Report Analysis

Viewing an Asset Health Report Error Readings

Asset Condition Analysis and Restoration Plans

Asset Condition Analysis

Introduction to Asset Condition Analysis

Creating and Managing Condition Analyses

Creating an Asset Condition Analysis

Adding Team Members to an Asset Condition Analysis

Entering and Reviewing Comments on an ACA

Recording Team Meetings on an Asset Condition Analysis

Working with the Analysis Checklist

Performing Asset Condition Analysis

Identifying Assets for Condition Analysis

Analyzing Asset Condition

Applying Condition Analysis Results to Assets

Working with Asset Condition Analyses

Creating Projects for Asset Condition Analyses

Viewing Asset Condition Information

Printing Asset Condition Reports

Asset Restoration Plans

Introduction to Asset Restoration Plans

Creating an Asset Restoration Plan from an ACA

Creating an Asset Restoration Plan from Scratch

Adding Assets to a Restoration Plan

Developing an Asset’s Spending Plan

Linking Restoration Plan Assets to Projects

Reviewing Plan Costs and Information

Changing a Restoration Plan’s Financial Periods

Changing a Restoration Plan’s or Asset’s Status

Standard Tasks, Standard Jobs, and Templates

Introduction to Standard Tasks and Jobs

Work Standards

Dynamic Inspection Routes

Work Templates

Setting up Standard Tasks

Creating a Standard Task from a Template

Using Task Templates to Create Standard Tasks for a Group of Assets

Creating a Standard Task from Scratch

Generating Checksheets from Standard Tasks

Linking a Standard Task to an SAP Maintenance Item or Task List

Using Asset or Site Status to Control Standard Task Triggers

Entering Planning Information for a Standard Task

Changing the Planner for Standard Tasks

Adding Trades to a Standard Task

Adding Materials and Tools to a Standard Task

Adding Services to a Standard Task

Adding Holds to a Standard Task

Setting up a Dynamic Inspection Route on a Standard Task

Adding Static Indicators to a Standard Task

Setting Inspection Options for a Standard Task

Setting Mobile Computing Options on a Standard Task

Adding Standard Documents to a Standard Task

Working with Standard Tasks

Working with Standard Task Due Dates

Working With Indicator Collection Audit Reports

Changing the Order of Indicators on a Standard Task

Linking a Standard Task to Action Plans

Editing a Standard Task

Editing a Standard Task that is Based on a Template

Copying a Standard Task

Setting up Task Templates

Creating a Task Template

Linking a Task Template to an SAP General Task List

Entering Planning Information for a Task Template

Adding Trades to a Task Template

Adding Materials and Tools to a Task Template

Adding Services to a Task Template

Adding Holds to a Task Template

Adding Indicator Templates to a Task Template

Setting Mobile Computing Options on a Task Template

Adding Standard Documents to a Task Template

Using Asset or Site Status on a Template to Prevent Task Triggers

Editing a Task Template

Using Task Templates

Viewing Standard Tasks Created From Task Templates

Viewing Audit History for a Standard Task

Reviewing Changes Applied to a Standard Task from a Task Template

Reviewing and Removing Overrides on a Standard Task

Removing the Link Between a Standard Task and Template

Changing the Link Between a Task Template and a Standard Task

Setting up Standard Jobs

Creating a Standard Job from a Template

Creating a Standard Job from Scratch

Creating a Seasonal Standard Job

Creating a Preventive Maintenance Route

Adding Standard Tasks to a Standard Job or a PM Route

Changing the Order of Standard Tasks on a Standard Job or a PM Route

Creating Scheduling Dependencies for Tasks on a Standard Job

Viewing Task Dependencies for a Standard Job

Creating Triggering Rules for a Standard Job or PM Route

Triggering a Subset of Standard Tasks on a Standard Job or PM Route

Setting Options and Work Order Rules for a Standard Job

Automatically Scheduling Standard Jobs

Editing a Standard Job

Copying a Standard Job

Viewing Audit History for a Standard Job

Checking the Triggering Status of a Standard Job or PM Route

Reviewing PM Generation Errors

Setting up Job Templates

Creating a Job Template

Adding Task Templates to a Job Template

Changing the Order of Task Templates on a Job Template

Setting Options and Work Order Rules for a Job Template

Setting up Triggering Cycles on a Job Template

Editing a Job Template

Triggering Rules and Cycles

Work Triggers

Creating an Exception Triggering Rule

Creating a Time-based Rule Clause

Creating an Indicator-based Rule Clause

Using Early Warning Trigger Clauses

Adding an Early Warning Clause to a Triggering Rule

Resetting Work Triggers on an Asset

Standard Documents

Creating a Standard Document

Editing a Standard Document

Printing a Standard Document

Viewing Standard Documents

Safety Management

Introduction to Safety Management

Overview of Safety Management

Glossary of Safety Management Terms

Creating Safety Management Objects

Creating a Safety Provision

Adding a Process Parameter to a Provision Version

Defining a Safety Override on a Provision

Creating an Override Incident

Working with Safety Management Objects

Requesting Follow-up Work for an Override Incident

Sending a Safety Object for Approval

Marking a Safety Provision Draft as Accepted

Updating Status Using a Change Set

Viewing Information about Safety Objects

Construction Management

Overview of Construction Management

Introduction to Construction Management

Construction Management and AWEIS

Setting up APM for Construction Management

Glossary of Construction Management Terms

Working with Construction Forms

Creating Construction Forms

Validating Construction Forms

Creating and Updating Assets for Construction Forms

Creating a Gas Transaction from a Construction Form

Creating Asset Change Requests for Construction Forms

Creating Equipment Removal Requests

Generating Inspection Activities for Construction Forms

Reviewing Construction Activities

Regulated Gas Management

Introduction to Regulated Gas Management

Overview of Regulated Gas Management

Setting up APM for Regulated Gas Management

Maintaining Gas Containers

Creating Gas Containers

Changing a Gas Container’s Weights

Scales and Calibration for Gas Management

Creating Gas Transactions

Creating a Receipt Gas Transaction

Creating an Initial Fill Gas Transaction

Creating a Current Weight Gas Transaction

Creating an In-service Fill Gas Transaction

Creating a Gas Recovery Transaction

Creating an Adjustment Gas Transaction

Creating a Return Gas Transaction

Creating a Missing-from-Inventory Gas Transaction

Creating a Transfer Gas Transaction

Creating Gas Emergency Events

Marking a Gas Transaction as Incorrect

Work Management with AWEIS

Overview of Work Management with AWEIS

Creating a Request for Work from Scratch

Acknowledging Indicator Alarms with AWEIS

Creating a Request for Work from a Checksheet

Creating a Failure to Acknowledge an Alarm with AWEIS

Setting up Indicator States to Create Requests for Work

Setting up Solution Package Templates

Generating Checksheets for Interop Work Documents

Splitting Checksheets

Linking Checksheets and Interop Work Requests

Work Document Change Requests

Introduction to Work Document Change Requests

Creating a Work Document Change Request

Sending a Work Document Change Request for Approval

Anomaly Risk Assessment and Integration

Introduction to Anomaly Risk Assessment and Integration

Setting up APM for Anomaly Risk Assessment and Integration

Performing Risk Assessment when Acknowledging an Alarm

Performing Risk Assessment on a Request for Work

Working with Anomaly Events

Viewing a Failure’s Anomaly Events

Work Requests

Creating a Work Request

Sending Work Requests for Approval

Viewing Information About a Work Request

Linking a Work Request to a Work Order Task

Removing the Link Between a Work Request and a Work Order Task

Closing a Work Request

Canceling a Work Request

Reopening a Work Request

Deleting a Work Request

Viewing Request Information on a Work Order Task

Work Orders and Tasks

Work Management Overview

Work Management and Life Cycle

Work Documents

Work Types

Unplanned Work Order Policy

Approving Work Documents

Maintenance Miscellaneous Cost Transactions

Creating Work Orders and Tasks

Creating a Work Order from Scratch

Creating a Work Order Task from Scratch

Creating a Work Order from a Standard Job

Creating a Work Order Task from a Standard Task

Adding Tasks to a Work Order

Reviewing Upcoming Work

Changing the Number of a Work Order

Charging Work Costs to a Component’s Location

Copying a Work Order

Working with Work Orders

Checking Open Work and Warranties

Opening a Work Order

Opening a Work Order Task

Editing a Work Order or Task

Viewing Information About a Work Order

Entering and Editing Comments on a Work Order Task

Sending a Work Order for Approval

Releasing a Work Order for Approval

Viewing Requisitions and Purchase Orders for a Work Order

Viewing Checksheet Readings on Work Order Tasks

Viewing Indicator Snapshots on Work Order Tasks

Viewing Work Order Task Audit History

Printing Work Order and Task Reports

Planning Work

Entering Planning Information for a Work Order Task

Changing the Planned Completion Date

Changing the Planner on Work Order Tasks

Lag Time on Resource Demands

Adding Trades to a Work Order Task

Adding Job Contractors to a Work Order Task

Adding Services to a Work Order Task

Adding Warehouse Items to a Work Order Task

Adding Materials to be Purchased to a Work Order Task

Adding Tools to be Issued from a Warehouse to a Work Order Task

Adding Tool or Equipment Rentals to a Work Order Task

Adding Tool Purchase Requirements to a Work Order Task

Adding a List of Indicators to Read to a Work Order Task

Changing the Order of Indicators to Read on a Work Order Task

Adding Standard Documents to a Work Order Task

Installing, Removing, and Swapping Components

Changing the Order of Tasks on a Work Order

Scheduling Relationships

Task Scheduling Relationships

Creating Scheduling Relationships for Tasks

Viewing Predecessor and Successor Tasks

Changing the Status of Work Orders

Work Order Statuses

Marking a Work Order as Planned

Marking Work Order Tasks as Planned

Redrafting a Work Order

Redrafting a Work Order Task

Grouping Work Orders

Creating a Master Work Order

Viewing Grouped Work Orders

Closing a Work Order Group

Working with Resource Demands

Requesting an RFQ for a Purchased Resource

Creating Purchase Orders from a Work Order

Creating Pick Lists from a Work Order

Marking a Resource Demand as Closed

Holding Work Order Tasks

Work Order Task Holds

Placing a Hold on a Work Order Task

Releasing a Hold on a Work Order Task

Releasing All of a Work Order Task’s Holds

Releasing All Work Order Task Holds for a Site

Viewing a Work Order Task’s Holds

Viewing Work Order Task Holds for the Site

Scheduling Work

Scheduling a Work Order Task Using Availability Scheduling

Scheduling Work Order Tasks Using Simple Scheduling

Reporting Work Activity and Costs

Activity Reports

Reporting Work Activity for a Work Order Task

Reporting Activity by Work Order Number

Reporting Activity For Emergency Work

Creating a Checksheet for a Work Order Task

Completing a Timecard

Tracking Work Delays

Reversing a Timecard Transaction

Entering a Material Issue

Entering a Material Return

Entering a Tool Issue

Reporting Rental Equipment Usage

Entering a Service Acknowledgment Transaction

Creating a Miscellaneous Cost Transaction For a Work Order

Completing Component Swapping Information

Reporting Downtime Incidents

Requesting Follow-up Work for a Work Order Task

Reviewing Activity Reports

Reviewing Activity and Closing a Task

Deleting Activity Reports

Closing and Canceling Work Orders

Closing a Work Order Task

Closing a Work Order

Canceling a Work Order Task

Canceling a Work Order

Reopening a Work Order Task

Reopening a Work Order

Deleting a Work Order Task

Deleting a Work Order

Projects

Introduction to Project Management

Capital and Operational Project Management

Reliability Project Management

Setting up APM for Projects

Creating Projects

Creating a Capital or Operational Project

Creating a Reliability Project

Defining Estimated Cost, Project Life, and ROI

Setting up the Project Team

Adding Tasks to a Project

Defining the WBS Codes for a Project

Defining Project Justifications and Expected Benefits

Creating Work Orders and Tasks for Projects

Creating Work Requests for Projects

Using Projects to Track Analysis Requests

Sending Projects for Approval

Working With Projects

Viewing Information about Projects

Changing Project Status

Working With a Project’s Links to Maintenance Action Plans

Viewing Project Status Change History

Recording Benefits Achieved

Redrafting Projects

Viewing Revision History of Projects

Canceling and Deleting Projects

Work Schedules

Scheduling Concepts

Setting Up Scheduling

Using Simple Schedules

Creating Simple Schedules

Scheduling Multiple Work Order Tasks Using Simple Scheduling

Opening Simple Schedules

Removing Work Order Tasks from a Simple Schedule

Rescheduling a Task Using Simple Scheduling

Viewing Scheduled Tasks on Simple Schedules

Creating Schedule Templates

Creating a Schedule Template

Setting Schedule Template Properties

Using the Schedule Template Hierarchy

Creating a Set of Schedule Templates

Setting up Schedule Templates for a 28-Day (4-Week) Shift Rotation

Setting Availability on a Template

Opening a Schedule Template

Creating Availability Schedules

Creating a Schedule from Scratch

Setting Schedule Properties

Creating Schedules from a Template

Adding Child Schedules

Using the Schedule Hierarchy

Adding Tasks to Availability Schedules

Adding Tasks to an Availability Schedule

Adding a Task from the Work Backlog

Adding a Work Order from the Work Backlog

Adding a Task to a Schedule When You Know the Work Order Number

Adding Tasks to a Child Schedule

Scheduling a Task over Multiple Schedules

Task Splits and Scheduling Relationships

Working with Employee and Resource Availability

Calculating Availability for a Schedule

Editing Availability on a Schedule

Viewing Resource and Employee Availability on a Schedule

Moving Hours Between Employee Trades

Adding Employee Availability to a Schedule

Assigning Tasks to an Employee

Changing the Time Planned for a Tradesperson

Viewing a Trade's Scheduled Tasks

Viewing an Employee's Scheduled Tasks

Working with Availability Schedules

Opening an Availability Schedule

Using the Schedule Worksheet

Editing a Schedule Entry

Viewing Split Schedule Entries

Creating Relationships Between Schedule Entries

Viewing Schedule Entry Relationships

Rescheduling a Task

Removing a Task from an Availability Schedule

Entering Labor Charges on an Availability Schedule

Printing Work Packages For a Schedule

Printing Scheduled Work by Asset or Start Date

Viewing Schedules for Work Weeks

Locking, Expiring, and Deleting Schedules

Locking a Schedule

Unlocking a Schedule

Expiring a Schedule Manually

Expiring Schedules for a Site

Reopening a Schedule

Deleting a Schedule

Deleting Schedules for a Site

Exporting Schedules to Microsoft Project

Setting MS Project Values on a Schedule Template

Setting MS Project Values on a Schedule

Creating an MS Project Template

Exporting Schedules to New Microsoft Project Files

Exporting Schedules to Existing Microsoft Project Files

Opening a Microsoft Project File From APM

Fine Tuning Schedules in Microsoft Project

Moving Tasks Within a Schedule in Microsoft Project

Importing Schedules From Microsoft Project

Adding Tasks to an Exported Schedule

Updating Actual Work Completion Status in Exported Schedules

Viewing Splits Created in MS Project

Clearing Links to Microsoft Project Files

Personnel Management

Employees

Adding an Employee

Selecting Roles and Permissions for an Employee

Setting Email Options for an Employee

Setting Task Comment and Hold Options for an Employee

Entering Timecards

Transferring an Employee

Trades

Adding a New Trade

Adding Labor Rates To Trades

Contractors

On-site Contractors

Procurement Process for On-site Contractors

Creating a Requisition for an On-site Contractor

Creating a Supplier Resource for an On-site Contractor

Creating a Purchase Order for an On-site Contractor

Adding an On-site Contract Employee

Selecting Contractors for a Supplier Resource Price

Creating an Invoice for an On-site Contractor

Job Contractors

Procurement Process for Job Contractors

Managing Maintenance Groups

Editing Maintenance Group Settings

Setting up the Maintenance Group Hierarchy

Changing the Planner Assigned to a Maintenance Group

Viewing Information For Maintenance Groups

Troubleshooters

Adding Troubleshooters

Creating a Standard Task for Troubleshooters

Creating a Troubleshooter Timesheet

Creating a Troubleshooter Timecard for an Asset

Viewing Follow-up Work Requests Created from Troubleshooter Timecards

Document Approvals

Overview of Document Approvals

The Approval Process

Setting up Document Approvals

Approvers

Approval Routes

Checksheet Approval on APM Remote

Approvers

Setting up an Employee as an Approver

Setting up an Approver for Notification Emails

Setting up Substitute Approvers

Deleting a Substitute Approver

Viewing Approval Routes for an Employee

Viewing Where an Employee is a Substitute Approver

Viewing an Approver’s Substitution History

Approval Routes

Creating Approval Routes

Setting up Automatic Approvals

Using Automatic Approvals with Standard Jobs

Adding Approvers to an Approval Route

Adding a GL Account to an Approval Route

Limiting Approval Routes to Specific Buyers

Selecting Invoice Types for an Approval Route

Adding Assets to Approval Routes

Selecting Work Types for an Approval Route

Adding Projects to Approval Routes

Viewing Approval Routes for a GL Account

Viewing Approval Routes for an Asset

Working With Document Approvals

Sending a Document for Approval

Approving a Document

Forwarding an Approval Request

Returning an Approval Request Without Approval

Bypassing Another Approver on an Approval Route

Redrafting a Document

Viewing Approval Requests

Viewing a Document’s Approval Status

Resources

Adding a New Material

Adding a New Tool

Adding a New Service

Overriding the Supplier Selection Rules on a Resource or Trade

Overriding RFQ Policies on a Resource or Trade

Creating a Parts List for a Resource

Removing a Resource From All Parts Lists

Linking Manufacturers to a Resource

Listing Alternates for a Resource

Linking an MSDS to a Resource

Reviewing Supplier Selection Rules on a Resource

Reviewing Price Tolerances for a Resource

Reviewing RFQ Requirement Rules on a Resource

Overriding the Invoice Price Tolerance Rules on a Resource or Trade

Reviewing Where a Resource is Used

Changing the Default Buyer for Resources

Procurement

Procurement Life Cycle

Procurement Transactions

Procurement and Materials

Using My Desk To Work With Purchase Demand

Assigning Demand to Buyers

Reviewing Demand

Viewing and Managing RFQs

Overriding Purchase Demands

Marking Demand as Reviewed

Creating Purchase Order Lines to Satisfy Demand

Adding Demand to an Existing Purchase Order

Suppliers

Suppliers, Supplier Resources, and Prices Overview

Creating Suppliers

Creating a Supplier

Creating a Supplier Hierarchy

Identifying a Payment Supplier

Changing a Supplier’s Purchase Type

Adding a Supplier’s Warranty

Adding Manufacturer References to a Supplier

Adding a Contact for a Supplier

Selecting Order Desk and RFQ Contacts for a Supplier

Adding Alternate Addresses to a Supplier Record

Selecting Resource Categories for a Supplier

Working With Suppliers

Editing Supplier Information

Adding Notes to a Supplier

Editing the List of Supplier Resources

Activating a Supplier

Inactivating a Supplier

Deleting a Supplier

Viewing Suppliers

Viewing Supplier Information From the Supplier Hierarchy

Viewing a Supplier’s Web Page

Viewing a Supplier’s Warranties

Viewing a Supplier’s Purchase Orders

Viewing Supplier Invoices

Viewing Suppliers By Resource Category

Viewing a Supplier’s Audit History

Viewing a Supplier’s Status Change History

Supplier Resources

Supplier Resources in a Multi-Site Environment

Supplier Resources

Creating a Supplier Resource

Creating a Supplier Resource Tax

Adding Extra Charges to a Supplier Resource

Entering Manufacturer Information for a Supplier Resource

Copying a Supplier Resource

Editing Supplier Resources

Resetting Taxes for Supplier Resources

Searching for Supplier Resources

Inactivating a Supplier Resource

Prices

Adding Prices to a Supplier Resource

Adding Extra Charges to a Supplier Resource Price

Resetting Current Prices for Supplier Resources

Entering Manufacturer Information for a Price

Viewing Prices for a Supplier Resource

Inactivating a Supplier Resource Price

Requisitions

Replenishing a Warehouse

Creating Manual Requisitions

Creating a Manual Replenishment Requisition

Work Order Requisitions

Adding Lines to a Requisition

Requesting a Quotation for a Purchase Requirement

Marking a Resource Demand as Closed

Marking Requisitions as Planned

Sending Requisitions for Approval

Redrafting Manual and Replenishment Requisitions

Turning a Requisition into a Purchase Order

Manually Closing Requisitions

Requests for Quotation (RFQs)

Requests for Quotation Overview

Creating RFQs

Creating “For Demand” Requests for Quotation

Creating a Catalog Prices RFQ

Completing RFQ Properties

Adding Resources to a Catalog Prices RFQ

Adding Resources to a For Demand RFQ

Splitting an RFQ Resource

Changing the Order of Resources on an RFQ

Releasing RFQ Resources for Approval

Changing the Ranking Method for a Resource

Adding Suppliers to an RFQ

Adding Notes to an RFQ

Deleting Suppliers from an RFQ

Sending RFQs to Suppliers

Sending an RFQ to All Suppliers

Changing the Status of an RFQ to Waiting for Bids

Redrafting an RFQ

Entering Bid Information

Entering Bid Information on an RFQ

Importing Bid Information From an Excel® Spreadsheet

Adding RFQ Resources to a Supplier’s Bid Sheet

Deleting Supplier Bids from an RFQ

Canceling an RFQ Resource Line

Adding Manufacturer Information to a Resource Bid

Recording Suppliers Who Decline to Bid

Analyzing Bids

Analyzing Bids to Find the Best Supplier For an RFQ

Analyzing Bids to Find the Best Supplier For Each Resource

Manually Setting Supplier Rankings

Manually Setting Supplier Rankings For a Resource

Pre-selecting Bids to Receive “Preferred Supplier” Status and for Alternate Pricing

Excluding a Supplier From an RFQ Analysis

Locking Supplier Resource Rankings on an RFQ

Awarding RFQs

Accepting RFQ Bids as Valid Prices

Creating a New Contract

Editing a Contract That Was Created From an RFQ

Adding Extra Charges to a Contract

Adding Supplier Resources to a Contract

Setting Expiry Notification Rules on a Contract

Adding Notes to a Contract

Copying a Contract

Sending Contracts for Approval

Editing a Contract

Creating a Purchase Order From a Contract

Creating a Blanket Order From a Contract

Checking for Expiring Contracts

Creating a New Pricing Agreement for a Contract

Creating an RFQ to Renew a Contract

Manually Expiring a Contract

Creating Purchase Orders

Creating a Purchase Order

Adding Lines to a Purchase Order

Adding or Removing Default Taxes on a Purchase Order Line

Distributing Costs on a Purchase Order Line

Updating Pricing on a Purchase Order Line

Distributing Costs on a Purchase Order

Working with Purchase Demands

Canceling a Purchase Order Line

Opening a Purchase Order

Working With Purchase Orders

Sending Purchase Orders for Approval

Sending a Purchase Order to a Supplier

Redrafting a Purchase Order

Changing the Delivery Dates on Purchase Order Lines

Printing a Purchase Order

Receiving Purchase Orders and Blanket Releases

Printing a Receiving Report

Acknowledging a Service on a Purchase Order

Receiving a Single Purchase Order Line

Returning Materials to a Supplier

Viewing Purchase Orders

Blanket Orders

Blanket Orders and Releases

Creating a Blanket Order

Adding Lines to a Blanket Order

Changing the Status of a Blanket Order

Creating a Blanket Release

Printing a Blanket Release

Receiving a Single Blanket Release Line

Creating an Invoice from a Template

Entering Payment Details on an Invoice

Adding Regular Expense Lines to an Invoice

Adding Miscellaneous Expense Lines to an Invoice

Adding Extra Charge Lines to an Invoice

Adding Tax Lines to an Invoice

Using the Invoice Lines Entry Pad

Adding or Removing Default Taxes on an Invoice Line

Changing the Distribution on an Invoice Line

Prorating Extra Charges and Taxes on an Invoice

Creating an Invoice Template

Working With Invoices

Balancing an Invoice

Sending Invoice Lines for Approval

Sending Invoices and Credit Memos for Approval

Redrafting an Invoice Line

Redrafting an Invoice

Posting an Invoice

Holding Purchase Liabilities from Being Invoiced

Releasing Held Purchase Liabilities

Holding an Invoice From Posting or From Payment

Releasing a Hold on an Invoice

Recording Advance Payments

Recording Holdback Payments

Reversing an Invoice

Viewing Information about Invoices

Checking the Status of an Invoice

Viewing Financial System Entries for an Invoice

Viewing Payment Information for an Invoice

Credit Memos

Entering a Credit Memo

Adding Lines to a Credit Memo for Returned Items

Adding Unmatched Lines to a Credit Memo

Adding Price Adjustment Lines to a Credit Memo

Posting a Credit Memo

Invoice Batches

Creating an Invoice Entry Batch

Adding Invoices to a Batch

Balancing an Invoice Entry Batch

Editing the Batch Number on an Invoice

Editing the Totals on an Invoice Batch

Posting an Invoice Entry Batch

Reopening an Invoice Entry Batch

Manufacturers

Creating Manufacturer Records

Adding a Manufacturer’s Warranty

Viewing the Site’s Manufacturer Records

Inventory

Warehouses and Warehouse Items

Working with Warehouses

Adding an Item to a Warehouse

Issuing Materials

Returning Materials

Receiving Purchased Materials

Viewing Inventory Balances for a Warehouse

Replenishing a Warehouse

Holding a Warehouse Item from Replenishment

Changing a Replenishment Hold on a Warehouse Item

Releasing a Replenishment Hold on a Warehouse Item

Transferring Materials Between Warehouses

Receiving Materials Transferred from Another Warehouse

Picking Parts for a Work Order or Requisition

Opening a Pick List

Creating a Count Sheet

Opening a Count Sheet

Entering and Processing Inventory Count Results

Reviewing and Posting Count Adjustments

Adjusting Inventory

Printing Storage Labels for a Warehouse Item

Printing Bin Labels for a Warehouse

Printing a Label for a Serialized Inventory Unit

Marking Warehouse Items as Inactive or Active

Viewing Inventory Balances for a Warehouse Inventory Group

Viewing Inventory Transactions

Viewing Invoice Adjustments

Creating a Miscellaneous Maintenance Cost Transaction

Inventory and Mobile Devices

Assigning Count Sheets to a Mobile Device

Checking the Status of Mobile Count Sheet Activities

Consignment Inventory

Setting up Consignment Support for a Supplier and Resources

Setting up the Consigned Usage Not Invoiced Account

Defining a Consignment Agreement for a Supplier

Creating a Consignment Inventory Group for a Supplier

Linking a Consignment Inventory Group to an Existing Warehouse

Defining Consignment Resources and Prices for a Supplier

Setting the Consignment Inventory Group for a Warehouse Item

Replenishing Consignment Inventory Using Purchase Orders and Receipts

Replenishing Consignment Inventory Using Inventory Adjustments

Adjusting Consigned Inventory

Issuing Consigned Inventory

Returning Consigned Inventory

Transferring Consigned Inventory Between Warehouses

Canceling a Consignment Agreement for a Supplier

Viewing a Supplier’s Consignment Inventory

Repairable Spares

Setting up Repairable Spares

Setting up the Site to Support Serialized Resources

Setting up the GL Holding Account for Serialized Units

Setting up Serialized Inventory Unit Statuses for Repairable Spares

Setting up Unit Identification for Repairable Spares

Changing Serialized Inventory Status Definitions for Repairable Spares

Creating a Task Template for the Automatic Creation of Repair Work Orders

Setting the Default Holding Area Asset for Component Swaps

Setting Up Assets, Resources and Inventory Units for Repairable Spares

Setting Up New Resources in Inventory for Repairable Spares

Adjusting Inventory Balances for Non-serialized Resources

Linking Multiple Assets to Non-serialized Resources

Activating Serialized Inventory Support for Resources

Setting up Repair Cycle Automation

Creating Serialized Inventory Units for Resources

Creating a Supplier Resource for Repairs

Manually Adding Serialized Inventory Units

Linking Existing Assets to Units After a Resource is Serialized

Creating a Unit to Be Repaired

Matching an Asset’s Status to the Inventory Status

Linking Assets to Serialized Units From the Asset

Changing a Serialized Unit’s Linked Asset

Setting up Serialized Inventory Units Not Linked to Assets

Repairing Failed Units

Swapping a Repairable Spare

Adding a Replacement Serialized Unit to a Work Order

Issuing Serialized Units

Swapping a Serialized Inventory Unit on a Work Order

Verifying Serialized Unit Info When Closing a Work Order Task

Repairing Failed Units Using the Internal or On-site Repair Process

Moving a Serialized Unit to the Repair Shop

Reporting an Asset Status Change on a Repair Work Order Task

Closing a Repair Work Order Task

Returning Repaired Serialized Units for Inspection

Returning Serialized Inventory Units to Inventory

Repairing Failed Units Using the External or Off-site Repair Process

Adding a Purchase Requirement for Off-site Repair to a Repair Work Order

Creating Off-site Repair Requisitions

Creating Repair Purchase Orders From Scratch

Creating Shipping Transactions

Receiving Repaired Resource Units

Receiving Off-site Repairs for Inspection

Decommissioning and Recommissioning Spare Components

Decommissioning Serialized Resource Units

Recommissioning Serialized Resource Units

Purchasing and Receiving New Serialized Resources

Creating Replenishment Requisitions for Serialized Component Resources

Creating Purchase Orders for New Units of a Serialized Resource

Receiving New Serialized Resources

Working With Serialized Units in Inventory

Creating Warehouse Requisitions for Serialized Resources

Counting Serialized Resources

Adjusting Inventory for Serialized Resources

Adjusting Unit Costs for Serialized Resources

Adjusting the Inventory Value for Serialized Resources

Adding Serialized Units

Deleting Serialized Units

Changing Serialized Unit Statuses

Changing Serialized Unit Condition Statuses

Transferring Serialized Units Not Linked to Assets

Receiving Transferred Serialized Units That Are Not Linked to Assets

Removing Serialized Inventory Support for a Resource

Viewing Repairable Spares and Serialized Resources

Viewing Serialized Unit Information From an Asset

Viewing a Resource’s Serialized Units

Viewing Serialized Resource Unit Details

Viewing Serialized Resource Warehouse Balances

Viewing Repair Information for Serialized Resources

Viewing a Resource’s Assets

Tools

Tools Usage and Equipment Rental

Checklists for Setting up Serialized Tool Resources

Setting up the Site to Support Serialized Tools

Setting up the Offset Account for Tools Usage Transactions

Setting up Serialized Unit Statuses for Tools

Setting up Warehouses for Tools

Defining Unit Identification for Tools

Setting up Tools as Serialized Resources

Getting Ready to Convert Tool Assets and Resources to Serialized Inventory

Setting Up Tools as Resources in Inventory

Adjusting Tools Inventory Balances for Non-serialized Resources

Linking Assets to Non-serialized Resources

Converting a Tool Resource To Track Serialized Inventory

Creating Serialized Units for Existing Tool Resources

The Tool Usage Cycle

Defining a Usage Rate for a Tool

Creating Requisitions for Tool Resources

Planning Tool Work Order Requirements

Issuing Serialized Tool Resources

Returning Serialized Tools to Inventory

Reporting Tools Usage

Equipment Rentals

Creating Supplier Resources and Defining Rental Rates for Tool Rentals

Creating Requisitions for Tool Rentals

Creating an Equipment Rental Purchase Order

Receiving Rental Equipment

Returning Rental Equipment to Suppliers

Viewing Rental Equipment Costs

Adding Single Tools

Adding Found Assets as Serialized Units

Matching an Asset’s Status to the Unit Status

Linking Maintainable Assets to Serialized Tool Resources

Purchasing New Serialized Tools

Creating Replenishment Requisitions for Serialized Tool Resources

Creating Purchase Orders for New Tool Resource Units

Receiving New Serialized Resources

Working With Serialized Tools in Inventory

Counting Serialized Resources

Adjusting Inventory for Serialized Resources

Adding Serialized Units for Tools

Adjusting the Inventory Value for Serialized Units

Adjusting Unit Costs for Serialized Resources

Deleting Serialized Units

Changing Serialized Unit Statuses

Viewing Tools

Viewing a Tool’s Serialized Units

Viewing Serialized Tool Details

Viewing Warehouse Balances for Tools

Viewing Serialized Unit Information From a Tool Asset

Viewing Usage Information for Tools

Reports

Reports Overview

Creating a Custom Report

Creating a Subreport

Modifying Standard Reports

Linking a Subreport to a Main Report

Report Bands

Report Accessories

Adding Fields to a Report

Creating a Summary Field

Adding Prompts to Reports

Linking Subreports to a Single Prompted Filter

Removing Text from Multi-part Fields

Creating a Report Category

Mobile Devices and Activities

Overview of Mobile Computing

Working with Mobile Computers in APM

Assigning Activities to a Mobile Device

Canceling and Un-canceling Mobile Computing Activities

Closing and Reopening Mobile Computing Activities

Manually Processing Uploaded Activities

Marking Mobile Devices as Inactive or Active

Implementation Guide

Overview

Asset Reliability Process

Steps Involved in Implementing APM

Initial APM Settings

How to Use the Topics in this Section

About Settings and Value Lists

UTC, Enterprise Time, and Site Time Zones

Importing Time Zone Information

Launching APM, Selecting a Time Zone, and Creating Users

Setting up the Enterprise and Sites

Overview of the Enterprise and Sites

Sites and Hierarchies

Sharing and Partitioning Data Between Sites

Deciding How Many Sites to Use

Site Types and Site Ownership of New Objects

Site Hierarchy Queries

**Setting Enterprise Properties

Setting up Regions, Site Categories, and Site Groups

**Setting up Site Types

Status name

Site Currencies in the Enterprise

Editing Properties for the Top Site

Setting up a Site Hierarchy

Changing a Site’s Time Zone

Setting up Site Value Lists

Working with Site Settings

Viewing Enterprise Audit History

Viewing Site Audit History

Foundation Settings

**Asset Hierarchy Settings

**International Settings

**Setting up Countries

**Setting up States and Provinces

Setting up Localities

Adding Currencies

Adding UOM Categories

Adding Units of Measure

Setting up Financial Periods

Setting up Welcome Messages

Setting up the Maximum Size for Images

Changing User Interface (UI) Settings

**Accounting Settings

Site Accounting

Viewing Site Accounting Settings

Currency Exchange Rates

Setting up Currency Combinations and Exchange Rates

Adding Currency Exchange Rates

Editing Current Exchange Rates

Deleting Exchange Rates

Self-Assessed Taxes and Extra Charges

**Setting up Cost Types

**Setting up GL Account Derivation Rules

**Setting up GL Accounts

Inactivating and Activating GL Accounts

**Setting Site Accounting Policies

**Setting Cost Types for a Site

Selecting Site and Special Accounts

Setting up Late Charge Rules

Setting up Taxes

Selecting a Locality and Default Taxes for a Site

Setting up Labor Rate Types

Setting up UI Types

Setting up Multi-Language Data

Maintenance Settings

Using the Implementation Assistants

**Asset Management Settings

Asset Classifications

**Setting up Asset Types

Setting Strategy Development Options on Asset Types

Asset Types for Electricity Transmission and Distribution Networks

**Setting up Asset Statuses

Setting up Reasons for Changing Asset Status

Selecting Default Statuses for Components and Locations

Setting up Asset Areas

Setting up Function Groups

Setting up Asset Integrity Groups

Setting up Asset Categories

Setting up Asset Classes

Setting up Asset Operating Conditions

Setting up Asset Note Types

Setting up Asset Change Request Types

Setting up Asset Change Request Statuses

Setting up Change Request Events: Rules for Assigning Statuses

Setting up Asset Dispositions

Setting up Asset Change Request Templates

Setting up Regulatory Reporting

Creating Manufacturer Records

Selecting a Holding Area Asset

Setting up Asset Age Calculations

Setting up Circuit Types

Adding Values for Asset Subtypes and Specifications

Working with User Asset Specifications

Setting up Environment Toxicity Values

Setting up Structural Minimum Thickness Lookup Tables

Setting up Characteristic Mapping for Assets

Setting up Characteristic Mapping for Asset Change Requests

Asset Activity Report Settings

Setting up Asset Activity Report Section Types

Setting up Statuses for Asset Activity Reports

Setting up Asset Activity Report Types

Setting up Asset Activity Report Numbers

Copying Asset Activity Report Types and Sections

Setting up Asset Activity Report Groups and Classifications

Strategy Development Settings

Creating Change Sets

Setting up Analysis Types

Setting Failure Mode Options for Analysis Types

Setting Risk Analysis Options for Analysis Types

Setting up Study Types

Setting up Study Statuses

Setting up Study Step Types

Setting up Operating Contexts

Setting up Checklist Items for Strategy Development Analysis

Setting Smart Mapping Defaults for Failure Mode Copying

Setting Smart Mapping Options for Failure Mode Copying

Setting the Numbering Format for Analyses, Failure Modes, and Unwanted Situations

Damage Mechanism Settings

Setting up Degradation Patterns

Setting up Degradation Mechanisms

Setting up Degradation Types

Setting up Inspection Locations

Setting up Degradation Categories

Setting up Degradation Scopes

Setting up Temperature Ranges

Setting up Processes

Setting up Flows

Setting up Load Types

Setting up Failure Mode Credibility Values

Setting up Failure Mode Hole Sizes

Setting up Usage Groups

Failure Mode Settings

Setting up Action Plan Task Statuses

Setting up Modification Types

Setting up Material Types and Classifications

Setting up Barriers

Setting up Technologies

Setting up Evaluation Groups

Setting up MEI Override Reasons

Setting up Symptoms

Setting up Duty Codes

Setting up Severity of Usage Values

Setting up Task Effectiveness Values

Setting Failure Mode Filtering Options

Setting Options for CMMS Tasks

Setting the Numbering Format for Failure Modes

Setting up FM Failures

Setting up FM Causes

Failure Probability Settings

Setting up Failure Probabilities

Setting up Probability Evaluation Score Sets

Setting up Probability of Failure Questionnaires

Setting up Probability of Failure Evaluations to use Lookup Tables

Setting up Susceptibility to Failure Questionnaires

Setting up Likelihood of Failure Values

Setting up Demand Rates

Setting up Demand Scenarios

Setting up a Probability Matrix

Setting up Detectability Values

Consequence Severity Settings

Setting up Severities

Customizing Criticality Terminology

Setting up Severity Evaluation Score Sets

Setting up Health and Safety Evaluations

Setting up Environmental Evaluations

Setting up Reputation Evaluations

Setting up Evaluations with the Category Answer Matrix

Setting up RBI Lookup Tables and Sets

Setting up Consequence Severity Evaluations to use Lookup Tables

Setting up Injury Severities

Risk Analysis Settings

Setting up Risk Matrices

Setting up Failure Mode Criticalities

Setting up Consequence Priorities

Setting up Risk Plot Lines and Areas

Confidence Evaluation Settings

Setting up Confidence Questionnaires

Setting up Confidence Evaluation Forms

Setting up Degradation Types

Setting up Inspection Strategies

Setting up Confidence Factors

Setting up Inspection Factors

Setting up Lining Conditions

Asset Prioritization Settings

Suggested Failure Consequences

Consequence Priority Concepts and Examples

Setting up Analysis Types for Asset Prioritization

Setting up Criteria for Prioritization Analysis

Defining Improvement Opportunities

Setting up Failure Probabilities

Setting up Probability of Failure Criteria

Setting up a Probability of Failure Criteria Matrix

Setting up Consequence Priorities

Setting up Prioritization Analysis Rule Sets

Setting up Checklist Items

Reliability Strategy Settings

Setting up Statuses for RSS Analyses

Setting up Checklist Items

Setting up RSS Events: Rules for Assigning Statuses

Setting Relative Risk and Asset Priority Thresholds

Setting the Numbering Format for RSS Analyses

**Inspection Management Settings

**Indicator Settings

Indicator Value Types

Alarm Notification

**Setting up Indicator Types

Setting up Alarm Types and Notification Ranking

Setting Acknowledgment Policies

Setting up Technologies

Enforcing Barcode Scanning on Mobile Devices

Setting up Collection Groups for Dynamic Routes

Setting up Collection Sets for Dynamic Routes

Setting up Survey Types

Setting up Inspector Severities

Setting up Recommended Actions

Setting Policies for Indicator Readings

Setting the Inspection Photograph Maximum Size

Setting up Conditional Indicator Lists

Setting Options for Incorrect Indicator Readings

Setting Indicator Degradation Options for Sites

Setting up Inspection Effectiveness Tracking

Setting the Default Action when Browsing for Indicators

Setting the Default Value for Default to Normal on Descriptive Indicators

Setting Acknowledgment Defaults for New Alarm States

Setting Indicator Lubrication Options

Setting up Inspection Analytics Settings

Setting up Chart Target Lines

Enabling Next Due Date Information

Adding Values for Indicator Subtypes

ODC Indicator Settings

Configuring Data Sources for OPC Plugins

Configuring a Data Source for the PI Plugin

Configuring Data Sources for the DB Plugin

Creating Polling Schedules

Checksheet Settings

Setting Checksheet Options

Setting up Inspection Activity Types

Setting up Inspection Activity Sign-off Statuses

Setting up Checksheet Types

Setting up Checksheet Statuses

Controlling Checksheet Download and Export Using Checksheet Settings

Setting up Checksheet Generation Options

Setting up Calibration Templates

Setting up Inspection Document Types and Classes

Setting Checksheet Export Options

Setting Checksheet Default Text

Inspection Report Settings

Setting up Inspection Report Statuses

Setting up Inspection Report Types

Setting Inspection Report Default Text

Setting the Numbering Format for Inspection Reports

Fluid Condition Settings

Setting up Fluid Types

Setting up Fluid Sample Tests

Setting up Fluid Sample Types of Test

Setting up Oil Preservation System Types

Setting up Gas Standards

Setting up Settings for Lab Fluid Samples

Setting up Fluid Analysis Labs

Setting up Sample Types and Statuses

Setting up Fluid Contaminants

Setting Label Defaults for the Site

Setting the Numbering Format for Fluid Samples

Asset Health Monitoring Settings

Assigning Asset Health Policies

Setting up Report Statuses and Event Rules

Creating an Asset Health Calculation Condition

Setting up Report Types, Groups, and Classifications

Setting up Calculation Groups and Classifications

Asset Condition and Restoration Settings

Asset Condition Analysis Settings

Setting up Analysis Types for Asset Condition Analysis

Setting up Criteria for Condition Analysis

Setting up Asset Conditions

Setting up Priority and Condition Groups

Setting up the Priority and Condition Matrix

Setting up Asset Condition Analysis Rule Sets

Setting up Checklist Items for Condition Analysis

Asset Restoration Plan Settings

Setting up Asset Restoration Plan Statuses

Setting up Restoration Plan Asset Statuses

Setting up Asset Restoration Plan Types

Setting up Expense Types for Spending Plans

Setting the Numbering Format for Restoration Plans

**Reliability Program Settings

**Setting up Work Types

Setting up Work Classifications

Setting up Work Priorities

Setting up Frequencies

Setting up Shutdown Types

Setting up Problem Categories

Setting up Causes

Setting up Remedies

Setting up Solution Package Types

Setting up Planner Groups

Setting up Document Types

Setting the Indicator Projections Rule for PM Triggering

Setting up the Policy for Recording PM Generation Errors

Setting the Policy for Copying Standard Tasks and Jobs

Setting Default Values for Inspection Routes

Setting the Numbering Format for Standard Tasks, Jobs, and Solution Package Templates

Performance Management Settings

Defining Failure or Anomaly Types and Classifications

Defining Failure Severities

Defining Statuses for Failure Follow-up Actions

Defining Mitigation Types

Setting the Failure and Downtime Filtering Horizons

Setting Options for Charting Indicator Readings for Failures

Setting the Numbering Format for Failures

Setting up Downtime and Work Delay Reasons

Setting up Products for Production Loss Accounting

Selecting a Default Time Unit for Downtime

Allowing Overlapping Downtime Incidents

Selecting the RCA Diagram Template

Setting up RCA Recommendation Thresholds

Setting up RCA Analysis Types

Setting up RCA Analysis Statuses

Setting up Failure Severities for RCA

Setting up Probability of Recurrence Values for RCA

Setting up Cause Classifications for RCA

Setting up RCA Checklist Items

Setting up RCA Events: Rules for Assigning Statuses

Setting the Numbering Format for RCA Analyses

Safety Management Settings

Safety Statuses and Types

Setting up Safety Statuses

Setting up Safety Types

Setting up Safety Classifications

Setting up Safety Categories

Setting up Safety Risk Levels

Setting up Safety Integrity Levels

Setting up Safety Provision Levels

Setting up Inspection Regimes

Setting up Safety Impact Values

Setting up Override Approaches

Setting up Override Conditions

Setting up Override Methods

Setting up Extension Reasons for Override Incidents

Setting up HAZOP Checklist Items

Setting up Safety Management Options

Construction Management Settings

Setting up Statuses for Construction Forms

Setting up Automatic Status Assignments for Construction Forms

Setting up Serial Number Search Profiles

Setting up Construction Form Templates

Setting up Construction Form Defaults and Numbering

Viewing and Setting Asset Program Profile Dates

Setting up Manufacturer Rules for Construction Forms

Regulated Gas Settings

Setting up Gas Types

Setting up Gas Container Types

Setting up Gas Vendors

Setting up Gas Transaction Types

Setting up Gas Recovery Types

Setting up Gas Emergency Event Types

Setting up Reasons for Incorrect Gas Transactions

Work Management Settings

Unplanned Work Policy

Setting Activity Reporting Options

Setting the Policy for Start Date Prompting

Setting Work Package Printing Options

Setting Work Order Close Options

Setting up Work Order Hold Reasons

Setting up Work Completion Statuses

Setting up Date Change Reasons

Setting up Reasons for Canceling Work

Setting the Option for Work Request Titles

Setting Numbering Formats for Work Documents

Work Management Settings for AWEIS

Setting up Site-Specific Work Types

Setting Default Work Types

Setting up Work Statuses

Setting up Secondary Status Codes and Groups

Setting up Object Parts, Groups, and Related Codes

Setting up Task Types and Groups

Setting up Characteristic Mapping for Interop Work Documents

Setting up Failure Codes

Setting up Follow-up Work Creation Settings

Setting up Work Document Change Request Types

Setting up Work Document Change Request Statuses

Defining Change Request Creation Settings

Anomaly Risk Assessment Settings

Enabling Alarm Acknowledgment Risk Assessment

Setting up Criticalities for Anomaly Risk Assessment

Setting up Anomaly Event Statuses

Setting up Anomaly Risk Assessment Profiles

Setting up Anomaly Risk Assessment Results

Reminder Settings

Setting up Reminder Types

Setting up Reminder Statuses

Setting up Reminder Priorities

Setting up Reminder Object Types

Project Management Settings

Setting up Project Types

Setting up Project Classifications

Setting up Project Statuses

Setting up Assignment Types

Setting up Project Settings Profiles

Setting up Project Tasks and Task Statuses

Setting up Work Breakdown Structures

Setting up Events: Rules for Assigning Project Statuses

Setting up Project Approvals

Setting up Project Cost Calculation

Personnel Management Settings

Setting up Maintenance Groups

Setting up the Organizational Chart

Setting up My Desk Views

Setting up User-Defined Fields for Employees and Maintenance Groups

Labor Management Settings

Setting up Timecard Rules

Setting up Shifts

Setting up Work Delay Reasons

Scheduling Settings

Setting up Scheduling Priorities

Setting up Types of Schedules

Setting up Scheduling Periods

Setting Up Work Weeks

Setting up Schedulers

Schedule Template Properties

Schedule Properties

Setting up Schedule Numbers

Approvals Settings

Approving Documents

Setting up Approvals for Asset Management

Setting up Approvals for Strategy Development Analyses

Setting up Approvals for Inspection Management

Setting up Approvals for Work Management

Setting up Approvals for Projects

Setting up Approvals for Safety Management

Setting up Purchasing Approvals

Setting up Invoicing and Credit Memo Approvals

Setting the Request Originator Rule

Selecting Default Approval Routes for a Site

Creating Sets of Default Approval Routes

Resource Settings

Inventory Accounts

**Setting up Resource Categories

**Setting up Inventory Groups

**Setting up Warehouses

Setting up ABC Classifications

Setting up Inventory Criticalities

Setting up Replenishment Hold Reasons

Setting up Pick Methods

Setting up Count Groups

Setting up Serialized Inventory Unit Statuses for Repairable Spares

Setting Receiving Report Policies

**Setting up Material Adjustment Reasons

Setting up Material Return Reasons

Procurement Settings

**Requisition Management Settings

Setting Options for Requisitions

**Setting up Buyer Policies

**Defining Supplier Selection Rules

**Purchase Management Settings

Purchase Order Creation Rules

**Setting up Policies for Adding Demand to Purchase Orders

Setting up Purchasing Delivery and Expediting Rules

**Setting Options for Printing, Emailing, and Faxing Purchase Orders

Setting up Extra Charges

Setting up FOB Points

Setting up Freight Terms

Setting up Payment Terms

Setting up Purchasing Priorities

Setting up Shipping Modes

Setting Numbering Formats for Purchasing Documents

Supplier Management Settings

Defining the Reasons for Changing Supplier Status

Defining Supplier Address Types

Setting up Contract Types

**RFQ Management Settings

**Setting RFQ Policies

Setting the Default Duration for RFQs

**Setting up RFQ Forms, Faxing, and Email Defaults

Setting up RFQ Classifications

**Invoice Management Settings

Financial System Entries

**Enabling Purchase Liability Creation and Setting Invoicing Policies

Setting up Price Tolerances for Invoices

Setting the Automatic Balancing Threshold for Invoices

Setting up Invoice Types

Setting up Invoice Hold Reasons

Setting up Extra Charges for Service Acknowledgments

Configuring the APM Environment

APM Users

Creating an APM User ID

Linking an Employee to a User ID

Changing the Language for the APM Server

Setting up Employee Permission Groups

Setting up APM for AWEIS

Preparing APM Data for Interoperability

Setting up Site Integration Between APM and CMMS Instances

Setting up AssetWise Interoperability Systems

Setting up Site Interoperability Profiles for AWEIS

Defining Properties to Display on Interop Work Documents

Activating AssetWise Enterprise Interoperability in APM

Setting Defaults for Characteristic Mapping

Setting up APM Outbound Events

Setting up APM for Sites Created by AWEIS

APM Workflows

Overview of APM Workflows

Assigning Roles to APM Users

Creating User Roles

Activating APM Workflows

Security

Introduction to Security Profiles

Creating Security Profiles

Creating a Security Profile

Applying Composite Profile Security Settings

Viewing Users of Security Profiles

Using Security Setup Mode

Effects of Mark as Options for Views, Tabs, and Tables

Securing Views, Tabs, and Dialogs

Securing Table Configurations

Securing Table Columns

Security for Table Buttons

Previewing a Security Profile

Copying a Security Profile

Editing Security Profiles Manually

Restricting Access to Enterprise

Attachment Security

Enabled Actions on Read-only Classes

Enabled Table Configuration Actions

Security Profile Examples

Creating an Editable (Full) Profile: Administrator Example

Creating a Read-only Profile: Data Collector Example

Site Security Setup

User Default Profiles

Site Profiles

Example Multi-site Setup

Managing Users and Security Profiles

Selecting Security Profiles for Users

Strategies for Testing Security Profiles and Settings

Scheduling Actions

Creating a Scheduled Action

Actions That Can Be Scheduled

Defining Recurrence Patterns

Suspending a Scheduled Action

Re-activating a Scheduled Action

Viewing Action Scheduler History

Setting up an APM Fax Server

Integration Feature for Purchasing and Materials Systems

Administration Guide

Logging on as an Administrator

Application Modules and License Keys

Overview of Application Modules

Enabling and Disabling Application Modules on Sites

Upgrading Sites to the Enterprise Asset Management Module

Manually Binding an Activation Key to the APM Database

Features Management

Product Usage Tracking

Indicator Mass Update Wizard

Overview of the Mass Indicator Update Wizard

Using the Indicator Mass Update Wizard

Viewing Indicator Mass Update Requests

Troubleshooting Indicator Mass Update Requests

Data Loading

Introduction to Data Loading

Setting up APM for Data Loading

Creating Import Templates

Assets

Importing Assets

Importing Asset Hierarchy Information

Resequencing Assets in a Hierarchy

Importing Asset Documents

Importing Asset CMMS Information

Strategy Development

Importing Maintenance Task Analyses

Importing MTA2 Templates

Importing RCM2 Analyses

Importing RBI Analyses

Importing Current Practice Reviews

Importing Maintenance Action Plan Indicators

Importing Maintenance Action Plan Critical Parts

Importing Maintenance Action Plan Inspection Tasks

Importing Maintenance Action Plan Corrective Tasks

Inspection Management

Importing Indicators

Importing Indicator Readings

Importing Indicator Initial Values

Importing Indicator Templates

Importing Indicator Measurement Point Readings

Importing Standard Task Due Dates

Importing Indicator Due Dates

Importing Solution Package Tasks

Degradation

Importing Asset Degradation Rates

Importing Indicator Degradation Rates

Reliability Program

Importing Standard Tasks

Importing Standard Task Indicators

Importing Standard Task Solution Packages

Performance

Importing Failure Events

Production

Importing Production Loss Events

Work Management

Importing Work Order Tasks

Resource Transactions

Importing Miscellaneous Cost Transactions

Personnel

Importing Employees

Importing Users

Importing User Site Security Profiles

Characteristics

Importing Asset Characteristics Values

Importing Asset Characteristics using Pivoted Values

Working with Process Jobs

Creating Process Batches

Viewing Import History

Data Purging

Introduction to Data Purging

Selection Criteria Concepts for Purging Rules

Specifying Data Purging Settings

Creating Purging Rules

Defining Selection Criteria for a Purging Rule

Creating a Filter Criterion Based on an Attribute

Creating a Filter Criterion Based on a Relationship

Working With Selection Criteria

Previewing a Purging Rule

Activating and Suspending Purging Rules

Manually Executing a Purging Rule

Setting Up Scheduling for Purging Rules

Viewing a Purging Rule’s History and Audit Files

List of Updated Objects

Asset Hierarchy Corrections

Correcting Multiple Hierarchy Errors

Correcting the Most Recent Swap

Correcting a Previous Swap

Viewing Hierarchy Corrections

Technical Details

Troubleshooting

Troubleshooting Derived GL Accounts

Approval Request Didn’t Send a Notification Email

Generating Cache Files

Adding Hints to a Table Configuration

Tables Do Not Show Complete Lists of Objects

Remote Computer is Locked by Temporary Service Provider

Customization Guide

Object Model Basics

Object Model Overview

Navigating the Customization Center and ObjectQuest Windows

Object Model Diagram Overview

Exploring the Object Model Using an Object Model Diagram

Exploring the Object Model Through the User Interface

Customization Concepts

Customization Overview

Planning Your Customization Requirements

Object Model Customization

Subtypes

User Interface Customization

Custom Indexes in APM

Customization Glossary

Customizing the Object Model

Adding an Attribute

Adding a Relationship

Creating Deletion Rules for Relationships

Creating an Enumerated List

Adding a New Custom Class

Enabling Auditing for a Custom Class

Viewing Auditing Information for Classes

Setting the Join Path to Site

Viewing Data Members

Creating Custom Validation Rules for Attributes

Creating Custom Validation Rules for Relationships

Creating Custom Messages

Customizing Approval Request Emails

Creating Custom States

Creating Asset Subtypes

Creating Failure Subtypes

Creating Indicator Subtypes

Customizing Indicator Subtypes

Customizing the User Interface (UI)

Creating a View

Editing an APM View or Panel

Copying an APM View or Panel

Adding a View to Site

Setting the Default View For an Object

Adding a Table Configuration to a View

Customizing Work Order Tasks, Standard Tasks, and Activity Reports

Customizing the Font Used in Text Fields

Creating Graphic Push Buttons

Creating Localized UI Text

Setting up Calculations

Creating Global Variables

Creating a Calculation Condition

Setting up Calculation Groups and Classifications

Defining Calculation Options

Calculations

Creating a Triggered Calculation Record

Creating an Asset Degradation Calculation Record

Creating a Degradation Minimum Value Calculation

Defining the Calculation

Using Logical Operators in Calculations

Creating a Calculation State

Assigning Triggering to a Calculation

Assigning a Gauge to Calculation Results

Creating Calculation Variables

Creating a Calculation Type Variable

Creating a Filter Type Variable

Creating a Global Variable Type Variable

Creating a Join Path Type Variable

Defining a Factor Table for a Variable

Assigning Calculation Variable Limits and Weighting

Assigning a Calculation Variable Null Value Behavior

Evaluating a Calculation

Triggering a Test Calculation

Defining Map Layers

Customizing UI Controls from the User Interface

Menus, Toolbars, and Banners

Menus, Toolbars, and Banners Overview

Customizing Menus

Customizing Toolbars

Customizing Banners

Customization Reference

40181365_Work_management_Int.html

Parent cost type

1000032275_Mark_as_Inactive_Act.html

Period Number

Title

Stores material costs

Title

Resource

Security Profile to Use

1000032805_Change_Site_Status.html

**Currency

GL Account

Date Scheduled to Work

Component or Location

Delay Length

Prompt the remaining hours to work with 0 hours

Employees

Name

Title

Approves All Requests

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Resource

1000033836_Services.html

1st Criterion

Title

RFQ is required for purchases when

1000034005_Inventory.html

1000034084_Reset_Date_and_Time.html

Asset to work on

Maintenance group

Street or Office/area

Effective Until

Demand Description

Check Price Increases

Demand Description

Mobile computer

Synchronized on

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Package type

Synchronized on

1000035457_Data_Management.html

1000035459_Change_Polling_Inter.html

1000035460_View_SQL.html

Attribute to use for filtering

Class of objects to purge

Total available

Current exchange rate

1000035802_Change_SAP_Notificat.html

Class of objects to purge

Site account segment for inventory GL account derivation

Account to use for consignment usage that has not been invoiced

1040022150_Scheduled_action_tri.html

MTA2 templates

Negative adjustment

1040022806_Asset_prioritization.html

Remaining PF interval

Usage

Only map assets that are at the same level of the hierarchy

1040025084_Personnel_management.html

Site

Time card grouping

First part of the account

Keep an audit report of purge failures

Stocked in inventory

Name

Status of Removed Component

Sent for approval

Create a work order

1040029597_Browse_Enterprise_Lo.html

Band or range color

1040031404_Remote_computing_Ma.html

1040035279_Value_list_Resource.html

1040035301_Value_list_Default_.html

1040035315_Value_list_Inventor.html

Comment Has Been Read

Voucher numbers are automatically assigned

Description

Purchase Demand - FOB Point Rule

Show failure modes template for:

Next Number

Prompt the remaining hours to work with 0 hours

1040062061_Dashboard_1_dashboa.html

1040062066_Dashboard_2_dashboa.html

Third dashboard

1040062081_Dashboard_5_dashboa.html

1040069455_Layout_illustrations.html

Currency

Description

1040070434_CMMS_integration_set.html

CMMS task status

**Type

RCA is required if the criticality index is or above

Warning message

Overlapping downtime incidents are allowed

Sent for approval

Instance description

Next Number

1040083721_Current_question_and.html

1040086082_Failure_finding_inte.html

Function

1040086961_History.html

1040088114_Invoice_price_tolera.html

1040088118_Repair_orders_RFQ_po.html

1040088122_Equipment_rentals_RF.html

1040088128_Service_orders_RFQ_p.html

1040088133_Regular_orders_RFQ_p.html

1040088142_Regular_orders_suppl.html

1040088148_Service_orders_suppl.html

1040088152_Repair_orders_suppli.html

1040088156_Equipment_rentals_su.html

Relative risk threshold

Date and Time Request Initiated

Text of the Document

Version

Title

Purchase Demand - FOB Point Rule

Effective Price Rule

Record standard job triggering errors

1040107728_Single_employee_appr.html

Number of employees required to approve a request

Response

1040108029_Application_note_Re.html

Reviewed by

1040108234_Safety_management_se.html

Next Number

System version

1040110713_Integration_Settings.html

Comments

Document Value

1040115447_Current_question_and.html

1040118364_Default_supporting_s.html

Asset priority threshold

1040123398_Template_filter.html

1040123402_Based_on_template_fi.html

Panel to show

1040124299_Subtype_1_reference.html

1040124302_Subtype_2_reference.html

1040124304_Subtype_3_reference.html

1040130812_Description_group_p.html

1040130816_Description_group_r.html

1040130929_.html

New currency

Reviewed

Receiving report printing

Profile

Package type

Package name

1040140214_Description.html

System

1040149356_Default_configuratio.html

1040149814_Safety_provision_ide.html

1040149821_SDA_identification.html

1040149968_Asset_health_report_.html

1040149976_RCA_identification_p.html

Recommended strategy

Increment by

Next Number

1040152168_Analytics_Settings.html

Use with checksheets

Name

1040168019_Properties.html

Asset status updates

Format of date values

1040170817_Properties.html

1040170831_Properties.html

Name

Time zone

Validated field entry

Class

Warehouse

Sequence

1040178028_Properties.html

Name

Description

1040184806_Acknowledgment_metho.html

1040184808_Acknowledgment_metho.html

Name

1040186138_AssetWise_Interopera.html

Profile

Strategy Development

Work orders

Manual request for work

1040191393_Production_Settings.html

1040191633_Value_List_Control_P.html

1040192628_Acknowledgment_failu.html

1040192630_Acknowledgment_failu.html

1040196966_Properties.html

Name

Received by the office

1040216474_Lab_fluid_sample_ide.html

1040216484_Cable_splice_identif.html

Name

1040217881_Reset_Characteristic.html

Title

Send for approval

1040220500_Current_question_and.html

Plural

1040228874_Edit_Checksheet_Appr.html

1040228929_Edit_Inspection_Repo.html

1040231255_Linked_document.html

1040231257_Embedded_document.html

Task

1040234199_Reset_Characteristic.html

1040234416_Anomaly_risk_assessm.html

1040234645_1_Active_status_info.html

Maximum remaining life

1040237705_Reset_Inspection_Eff.html

1040244408_Properties.html

1040244526_Main_Degradation_tra.html

1040244543_Properties.html

1040244574_Welcome_message.html

1040244587_Main_Asset_Regulator.html

1040244690_Main_Asset_Circuits.html

1040244707_Main_RCA.html

RCA is required if the criticality index is or above

1040244824_Main_Fluid_Condition.html

Received by the office

1040245056_Production_loss_sett.html

1040245075_Main_Production_loss.html

1040245494_Main_Checksheet_appr.html

1040245516_Main_Anomaly_event_s.html

1040245593_Main_Regulated_gas.html

1040245647_Anomaly_risk_assessm.html

Projects

Create a work order

1040245824_Main_Alarm_and_ackno.html

1040245893_Main_Asset_Prioritiz.html

On creation

Projects

1040246276_Asset_prioritization.html

1040246387_Main_Asset_Condition.html

1040246464_Main_Restoration_Pla.html

1040246534_Main_SDA_settings.html

1040246602_Main_Failure_mode_cr.html

1040246674_Main_Action_plan_set.html

MTA2 Template

1040246903_Main_RCA_approvals_s.html

Route status

Creation

1040247033_Main_SDA_approvals_s.html

1040247073_Main_Failure_mode_se.html

Next Number

CMMS task label

1040248171_Main_RBI_damage_mech.html

1040248205_Main_RBI_confidence_.html

1040248214_Main_action_plan_fea.html

1040249913_Main_RBI_Demand_scen.html

1040250027_Main_RBI_Type_of_Ins.html

1040250510_Main_failure_mode_ve.html

1040250593_Main_Asset_Notes.html

1040250642_Main_Collector_Notes.html

1040250687_Main_SIF_HAZOP_analy.html

Route status

1040251116_Inspection_report_ap.html

Route status

1040251162_Main_inspection_repo.html

1040251197_Main_Critical_parts_.html

1040251273_Main_RFW_approvals_s.html

Route status

Creation status

1040253631_Main_Asset_health_re.html

Route status

1040254436_Main_Characteristics.html

Route status

Approval basis

1040254783_Main_Projects_Settin.html

Sent for approval

1040254899_Main_Projects_Approv.html

1040254970_Main_Inspection_effe.html

1040255088_Main_Checksheet_Spli.html

1040255224_Main_Oil_Gas_Specifi.html

1040255331_Main_Oil_Gas_Specifi.html

1040255377_Main_Oil_Gas_Specifi.html

1040255404_Main_Oil_Gas_Specifi.html

1040255432_Main_Oil_Gas_Specifi.html

1040255565_Main_Oil_Gas_Specifi.html

1040255597_Main_Oil_Gas_Specifi.html

1040255625_Main_Oil_Gas_Specifi.html

1040255659_Main_Oil_Gas_Specifi.html

1040255694_Main_Oil_Gas_Specifi.html

1040255729_Main_Oil_Gas_Specifi.html

1040255754_Main_Oil_Gas_Specifi.html

1040255780_Main_Oil_Gas_Specifi.html

1040255800_Main_Oil_Gas_Specifi.html

1040255915_Main_Oil_Gas_Specifi.html

1040255940_Main_Oil_Gas_Specifi.html

1040255968_Main_Oil_Gas_Specifi.html

1040255991_Main_Oil_Gas_Specifi.html

1040256013_Main_Oil_Gas_Specifi.html

1040256044_Main_Oil_Gas_Specifi.html

1040256078_Main_Oil_Gas_Specifi.html

1040256112_Main_Oil_Gas_Specifi.html

1040256139_Main_Oil_Gas_Specifi.html

1040256167_Main_Oil_Gas_Specifi.html

1040256200_Main_Oil_Gas_Specifi.html

1040256229_Main_Oil_Gas_Specifi.html

1040256252_Main_Oil_Gas_Specifi.html

1040256269_Main_Oil_Gas_Specifi.html

1040256288_Main_Oil_Gas_Specifi.html

1040256304_Main_Oil_Gas_Specifi.html

1040256320_Main_Oil_Gas_Specifi.html

1040256342_Main_Oil_Gas_Specifi.html

1040256363_Main_Oil_Gas_Specifi.html

1040256387_Main_Oil_Gas_Specifi.html

1040256409_Main_Oil_Gas_Specifi.html

1040256443_Main_Oil_Gas_Specifi.html

Economic severity

1040256746_Main_Safety_Provisio.html

1040256771_Safety_provision_app.html

Route status

Safety override incidents

Route status

1040256869_Main_Safety_Override.html

Abbreviation

1040259803_Main_Employee_securi.html

1040272033_Main_Reminders.html

Checksheet status rule

Gas types employees in this group can enter transaction types for

1040276748_Details.html

1040276769_Details.html

Type

1040276917_Details.html

1040277089_Details.html

1040277168_Details.html

Name

Requisition

1040277572_Details.html

1040277788_Details.html

Status of Removed Component

Create a failure record when an alarm is acknowledged

Indicator alarm state

Increment by

Title

1040281188_RCM_identification_.html

MTA2 templates

Remaining PF interval

Reliability strategy development

Currency

Approval of requisitions and requisition lines

Unit identification

Voucher numbers are automatically assigned

Employees

Profile

1040281385_RCM2_single_failure_.html

RCA is required if the criticality index is or above

Asset health reports

Second dashboard

Follow-up work

33719_Generate_XML_Documen.html

40024488_Data_Structure_Compo.html

40048477_File_to_import.html

40048490_Columns_to_import.html

File type

Send an email when this job finishes

40064378_Class_to_import.html

40104110_Import_destination.html

Match columns based on

40133877_Match_columns_Singl.html

40134386_Worksheet_selection_.html

Reference type

Direction

33719_Generate_XML_Documen_2.html

40024488_Data_Structure_Compo_2.html

40048477_File_to_import_2.html

40048490_Columns_to_import_2.html

File type

Send an email when this job finishes

40064378_Class_to_import_2.html

40104110_Import_destination_2.html

Match columns based on

40133877_Match_columns_Singl_2.html

40134386_Worksheet_selection__2.html

Reference type

Direction

Reason

Work Completion Status

Standard Document

1000032303_Component_Swapping_I.html

Component

Financial Period

1000032340_Transactions.html

Description

1000032576_Image.html

Component or Location

Date and time collected

Title

Transfer Date and Time

Received Date and Time

Time-Based Trigger Type

Parent asset

Copy the installed components

1000032949_Change_Next_Triggeri.html

Component or Location

1000033005_Contributing_Reading.html

1000033071_Used_by_the_Cascade_.html

1000033097_Calculation_Input_Va.html

Schedule Template

Assumption

1000033127_New_Asset.html

Financial Period

Reason for status change

Exception Trigger Occurs On

Work Order Task Title

Employee

1000033222_Costs.html

Task Number

Scheduled

Asset

Scheduling Priority Rule

Build child schedules

Financial Period

Asset Status

Create a failure

1000033416_History.html

Asset to Work On

Component or Location

Create a New Work Order

Import Sub-projects

1000033506_Import_from_MS_Proje.html

Spare part information

1000033526_Transactions.html

Title

Manager

1000033539_History.html

Original Planned Completion Date

1000033577_Renumber_Work_Order_.html

1000033579_Renumber_Task____.html

Create a New Work Order

1000033585_Mobile_Computing_Act.html

Work order task

1000033593_Create_Simple_Schedu.html

1000033615_Asset_Details.html

Full Early Warning Expression

Rule for creating readings

Date and Time Acknowledged

Type

1000033785_Asset_Selector.html

Show work orders for asset

1000034013_Calculation_Input_Va.html

Default planner

Create project file from

1000034075_Renumber_indicators.html

1000034228_Assign_to_Mobile_Com.html

Date and time collected

Analysis

Hierarchy location

1000034347_Asset_Function.html

1000035431_Link_Failure_to_Work.html

Title

1000035434_Cancel.html

Resolved on

Task

1000035454_Work_Order_Task_Rele.html

Reason for cancellation

Work completion status

Existing task

Task Template for New Standard Task

Reason for cancellation

Show work orders for asset

1000035844_Work_With_Standard_T.html

Type

Title

Analysis

Only map assets that are at the same level of the hierarchy

Title

Target asset

Only map assets that are at the same level of the hierarchy

Resource mapping SQL

Employee mapping SQL

Maintenance group mapping SQL

Failure mode mapping SQL

1000035966_Work_request_comment.html

1000035967_Close_Work_Request.html

Status

Group

1000035991_Import_Action_Plans.html

Analysis asset number

Type

Date and Time Acknowledged

Work Type

Task or Job

Task Type

1040011038_Copy_Task.html

1040011056_Add_Task_Template.html

Based on Template

Title

Date and time collected

Title

Work Order Task

1040014466_Apply_Template_Chang.html

Type

Title

1040015314_History.html

Type

1040015955_Function_description.html

1040015959_Functional_failure_d.html

1040015970_Functional_failure_r.html

Asset

Include descendant assets from the following hierarchy

Component or Location

Indicator

Asset

1040018274_Team_members_list.html

Title

Consequence priority

1040018390_Prioritization_analy.html

1040018413_Analysis_identificat.html

Source of Manufacturer’s information

1040021333_Labor_requirements.html

Title

Component or Location

Hierarchy location

Title

Date and time collected

Task Number

1040022678_Indicator_to_read.html

1040022696_RCM2_function_with_f.html

1040022816_Properties.html

1040023100_Properties.html

1040023102_Properties.html

1040023112_Properties.html

Returned to service on

1040023525_Standard_Job_Add_Te.html

1040023546_Standard_Job_Copy_T.html

1040023565_Standard_Job_Copy_J.html

Include projects with this status in open project lists

1040023769_PM_generation_error_.html

Abbreviation

1040024145_Indicator_collection.html

Mark as planned

Site

Work is Complete Status

Description

Group name

Additional collection groups for indicator matching

Additional operating conditions for indicator matching

Additional technologies for indicator matching

Additional expected frequencies for indicator matching

Additional trade for indicator matching

Additional maintenance groups for indicator matching

Additional collection sets for indicator matching

Title

1040025123_Properties.html

1040025127_Properties.html

1040027453_Properties.html

1040027455_Properties.html

1040027457_Properties.html

1040027459_Properties.html

1040027461_Properties.html

Title

Abbreviation

1040027469_Properties.html

1040027471_Properties.html

1040027473_Properties.html

Material classification

1040027477_Properties.html

1040027479_Properties.html

1040027481_Properties.html

1040027483_Properties.html

Component or Location

1040027634_Standard_task_docume.html

Resource Type

Description

1040027660_Properties.html

1040027798_Readings_from_to_dat.html

RCM Reference

Analysis

Description of consequence

Reported by

1040028077_Asset_status.html

Work document type

1040028261_RCM2_Facilitation_R.html

1040028511_Gauge_circular.html

Asset

Number of Cycles

Trigger on Early Warning

Time-Based Trigger Type

Full Early Warning Expression

Consequence of Failure

1040029635_Gauge.html

1040029963_Specifications.html

Material Grade

1040030070_Specifications.html

Material Grade

Temperature

Work Order Status

Date Last Work Order Was Closed

1040030598_Primary_indicator_re.html

1040031130_Strategy_development.html

1040031510_Dashboard_gauge.html

1040032095_Gauge_linear_horizo.html

1040032098_Gauge_linear_vertic.html

1040032371_View_bar_info_linea.html

1040032851_Site_KPI_tabs_Gauge.html

1040037662_Manufacturer_info_T.html

Work Order Task Title

Work Order Task

Trade

Maintenance Group Rule

Asset to Work on

1040038786_Availability_Percen.html

Title

Integration status

Task number

Update previously analyzed assets

Problem

1040040278_Percent_complete_gau.html

1040041061_Properties.html

1040042075_Asset_description.html

Title

1040042888_Readings_trend__rate.html

Assign asset number as follows

1040044629_MTA2_strategy_radio_.html

Abbreviation

Consequence priority

1040045307_Corrosion_tracking_g.html

1040045887_Probability_evaluati.html

Calendar period to show on graphs of indicator readings

Rule Alarm

Existing task

1040048227_Properties.html

Confidence questionnaire

Description

Asset

Evaluation form

1040050234_Context_indicator_id.html

Failure Mode

Asset

Abbreviation

Work order created from

1040050917_Follow_up_work_orde.html

1040050925_Follow_up_work_requ.html

Name

Material classification

Indicator

Work order created from

Multiple measurement points

Target

Track and acknowledge alarms by measurement point

1040053970_.html

1040054076_Degradation_descript.html

Title

New rate

Calculation

Number of inspections

1040055930_History.html

Confined space

Indicator state

1040057264_Dashboard_gauge_ci.html

1040057271_Dashboard_gauge_ho.html

1040057278_Dashboard_gauge_ve.html

1040057446_History.html

Selected yearly rate

1040058131_Proximity_of_inputs.html

Expected value

1040058669_Next_inspection_reg.html

Actual Costs

Calendar period to show on graphs of indicator readings

Asset

Primary asset health index

Recommendations

Title

1040059793_Planned_work_order_r.html

Asset recursion

Title

1040060024_Filter_criteria.html

1040061114_Operating_parameter_.html

1040062040_Generate_Reading.html

Description

1040062893_Reading_description.html

1040062898_Comparative_analysis.html

1040062899_Comparative_analysis.html

Ranking

Title

1040063558_Calculations_identif.html

1040064181_Comparison_indicator.html

Indicator

1040064312_Filter_criteria.html

1040064314_Standard_job_filter_.html

1040064504_Filter_criteria_rela.html

1040065562_History.html

1040066344_Recommendations.html

1040066372_Manufacturer_info_ba.html

Model

Value changed

Model

1040066985_Manufacturer_info_b.html

1040067009_New_manufacturer_inf.html

Report status name

1040067472_Gauge.html

1040067632_Gauge_II.html

Title

Condition name

1040068118_Gauge_and_change_ico.html

1040068252_Component_swapping_i.html

New status

Type

Description

1040070118_Complete_Report_Gene.html

1040070164_Readings_lists_optio.html

1040070234_Options_assets_to_s.html

1040070945_Options_Calculation.html

1040070947_Options_Calculation.html

1040070949_Options_Calculation.html

1040070951_Options_Calculation.html

1040070953_Options_Calculation.html

1040072768_Analyze_separately_.html

Local Effects

Meeting date

1040073228_RSS_Analysis_Comment.html

1040073229_RCA_Comment.html

1040073473_Properties.html

1040074496_Economic_evaluation_.html

Function identification

1040074936_History.html

1040074955_Failures_analyzed_l.html

Component or Location

Properties can be changed

Type of RCA

Status

1040076373_Request_Project_for_.html

Project type

1040076460_Audit_Info.html

1040077032_History.html

Status

Properties can be changed

1040078028_Representative_degra.html

Report Type

Section

Report Type

Planned activities end

Completed activities end

1040080536_Buttons.html

Operating parameter

Sequence

Report contents can be defined

1040081202_Source_indicator.html

Status

Request type

1040081647_Failure_mode_identif.html

Title

Asset

Trade

1040081775_Primary_failure_refe.html

Abbreviation

Likelihood of failure

Probability of failure

Likelihood of failure

1040082596_Last_reading_date.html

1040082607_Validation_status.html

Title

1 - On-condition task

1040083075_RCM2_evaluation_comm.html

Analyze separately

RCM Reference

1040083362_Degradation_rates_no.html

1040083386_Indicator_identifica.html

1040083707_Move_Indicator_Templ.html

Title

Asset

Collection assigned to

1040083825_Indicators_to_read_s.html

Asset

Subtype 2 is supported on assets of this type

1040086253_Gauge_only_gauge_fo.html

1040086255_Gauge_only_gauge_fo.html

1040086257_Gauge_only_gauge_fo.html

1040086259_Gauge_only_gauge_fo.html

1040086261_Gauge_only_gauge_fo.html

Site

Description

1040086748_History.html

1040087481_Properties.html

Automatic Scheduling

1040087498_Work_order_options_g.html

Task Number

Status

Consequence priority

1040088393_Recommended_strategy.html

Title

1040088818_Selected_answers_det.html

1040088820_Selected_answers_sim.html

Project status

1040088969_Failure_analysis_con.html

1040088974_Failure_analysis_sta.html

Process

Asset

Title

1040089634_Process_description.html

1040089637_Asset_description_wi.html

1040089640_Process_description_.html

1040089645_Degradation_descript.html

1040089709_Time_between_failure.html

MTTF for random failures

Mean time between multiple failures

Time to repair

Asset Used to Calculate Costs

1040092190_Indicator_instructio.html

Used with failure mode criticality evaluation

First trade

Fifth trade

1040093570_Risk_summary_and_plo.html

Report Name

1040093977_History.html

Report definition to use for published edition

Source

Type of planned activities to include

Direction

1040094257_Asset_hierarchy_radi.html

1040094259_Asset_hierarchy_radi.html

1040094262_Asset_hierarchy_radi.html

1040094665_Operating_parameter_.html

Likelihood of failure and demand rates

Description

Report Name

Published by

1040095437_Site_options_group_b.html

Severity

Weighting

1040096373_Asset_snapshot.html

1040097236_Selected_demand_scen.html

Unavailability of the protective device (Utive)

Protected function (Mted)

Allowed time between multiple failures (Mmf)

Protected function (Mted)

Asset type site settings

Risk matrix

Report Name

Asset activity report section

Published

Number of failures every...

Completed activities end

Planned activities end

First trade

Title

Asset number

1040100971_Mark_Request_As_Comp.html

1040100980_Mark_Request_As_Canc.html

Create work document

1040101024_Selected_FM_Degradat.html

1040102354_Tasks_period_cost.html

Number of point readings required for a valid reading

Title

Asset number

1040103353_Source_MAP_indicator.html

Asset

Note

1040103629_Failure_Finding_Calc.html

Title

1040103854_ETBF_read_only.html

1040103856_ETBF_editable.html

Asset

Downtime costs

1040104582_Probability_of_failu.html

1040104583_Probability_of_failu.html

1040104584_Economic_control_alt.html

1040104585_Economic_control_sta.html

1040104586_Health_and_safety_c.html

1040104587_Health_and_safety_c.html

1040104588_Environmental_contro.html

1040104589_Environmental_contro.html

1040104590_Reputation_control_a.html

1040104591_Reputation_control_s.html

Severity selection policy

Failure mode criticality

Style

1040105675_Questionnaire_evalua.html

Labor costs

1040106048_Properties.html

1040106062_Properties.html