Recommendations | APM Classic

Manage Recommended Actions

Once an analysis is completed, Recommended Actions can be managed through the Recommended Actions pane. After Recommended Actions are successfully managed, the consolidated collection of Recommended Actions can be promoted to Asset Strategy Management.

You can access the Recommended Actions pane and add Recommended Actions from the Failure Effect workspace of an RCM or FMEA analysis.

Tip: For information about additional options available when working with the Recommendation records, refer to the Action Management section of the documentation.

Consolidate Recommended Actions

Before You Begin

Note: This documentation assumes that you are working with Recommended Actions with subfamilies that include Consolidate.

Procedure

Access the Recommended Actions section.
Next to each Recommended Action that will be involved in the Consolidate operation, select the check box.

Note: The Recommended Actions must be in the same family and same state.
In the page, select .
The state control menu appears.
Select Consolidate, and then select Done.
The Consolidate Recommendations window appears.
In the Consolidate Recommendations window, you can select either of the following options:
- Select the dominant elements of the Recommended Actions that you are consolidating.
  -or-
- Select Merge Remaining Unselected.
Select Consolidate.
The selected Recommended Actions have been consolidated.
Note: Any Secondary Actions that were linked to the recommendations and consolidated will be linked to the new consolidated target recommendation.

Access Recommendations in FMEA

About This Task

Procedure

Access the Failure Effect for which you want to access recommendations.
Select to expand the Recommended Actions pane.

Tip: For information about additional options available when working with recommendation records, refer to the Recommended Actions section of the documentation.

Add a Recommendation

Procedure

Access the Failure Effect for which you want to add recommendations.
Select to expand the Recommended Actions pane.
In the Recommendations pane, select .

The New Recommendation section appears, displaying the Identification section.
As needed, enter values in the available fields.
Optionally, to include action information in the recommendation, in the Identification section, select the Action Information tab, and then, as needed, enter values in the available fields.
Select .
The Recommendation is saved.