About Asset Strategy Management (ASM) Integration

You can decide on how you want to track recommended actions based on risk information in the DMs. You can choose either of the following options:

You will create or generate RBI Recommendations to record recommended actions and mitigated risk values, and then transfer them to ASM. Actions are created for these Recommendations. You will then create Inspection Tasks.

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You will not create RBI Recommendations. Instead, you will recommend future action and manage mitigated risk values using Actions in ASM.

To transfer RBI Recommendations to Asset Strategies in ASM, you must promote the corresponding asset to ASM. Remember that a single asset can have multiple RBI Components, and each RBI Component can have only one active RBI Criticality Analysis.

Note: You can promote an asset to ASM only if each of the associated RBI Criticality Analyses is linked to at least one DM.

After you promote an asset to ASM:

All the RBI Criticality Analyses and RBI Recommendations linked to the RBI Components in the asset are set to the Accepted by ASM state. You cannot modify them.
The Mitigated Risk and Mitigated Financial Risk fields on the RBI Criticality Analysis datasheet are disabled.
If you create another RBI Criticality Analysis for an RBI Component linked to the asset, you can promote that asset to ASM again after changing the state of the new analysis to Risk Completed.
If you change the state of the analysis to Re-evaluating, and if you want to promote the asset to ASM again, you must first create a new RBI Criticality Analysis and RBI Recommendations for a component in the asset before promoting.

Example: ASM Integration

In the following image, Equipment A is linked to two RBI Components, Component 1 and Component 2, which are each linked to an RBI Criticality Analysis, Analysis 1 and Analysis 2, respectively. If you promote Equipment A to ASM, both Analysis 1 and Analysis 2 are set to the Accepted by ASM state.

Managing Asset Strategies that Were Created from RBI

After an Asset Strategy has been created from RBI, you can manage the Asset Strategy using ASM. Some restrictions will apply to the Asset Strategy, however, depending on how the administrative settings are configured. The following tables provide information on which actions are always allowed, which ones are always restricted, and which ones are allowed only if the appropriate administrative settings are configured.

Always Allowed	Always Restricted
Creating new Risks. Assigning new Actions to Risks that did not originate in RBI. Managing Asset Strategy states. In the Risk Analysis, clearing the Selected Actions check box for any Action that did not originate in RBI. Assigning new Actions to any Risk that originated in RBI. Assigning existing Actions that did not originate in RBI to any Risk that did originate in RBI. Assigning new Risks to any Action that originated in RBI. Assigning existing Risks that did not originate in RBI to any Action that did originate in RBI.	Risk Records Undoing a Risk that was created from RBI. Removing a Risk that was created from RBI. Assigning Actions that originated in RBI to a Risk that originated in RBI. For any Risk that was created from RBI, modifying values in the following fields on the Risk datasheet (listed in the order in which they appear on the datasheet, from top to bottom): Name Description Risk Basis Failure Mode Maintainable Item Failure Cause Modifying the unmitigated risk rank or unmitigated financial risk rank for any Risk that was created from RBI. Action Records Removing an Action that was created from RBI. Assigning Risks that originated in RBI to an Action that originated in RBI. For any Action that was created from RBI, modifying values in the following fields on the Action datasheet (listed in the order in which they appear on the datasheet, from top to bottom): Action Basis Name Action Type Interval Interval Units Nonrecurring Cost Shutdown Required Cost Basis Target Completion Date Modifying the mitigated risk rank for any Action that was created from RBI. In the Risk Analysis, clearing the Selected Actions check box for an Action that was created from RBI. General Applying an Asset Strategy Template as a master template to the Asset Strategy

Always Allowed

Always Restricted

Creating new Risks.
Assigning new Actions to Risks that did not originate in RBI.
Managing Asset Strategy states.
In the Risk Analysis, clearing the Selected Actions check box for any Action that did not originate in RBI.
Assigning new Actions to any Risk that originated in RBI.
Assigning existing Actions that did not originate in RBI to any Risk that did originate in RBI.
Assigning new Risks to any Action that originated in RBI.
Assigning existing Risks that did not originate in RBI to any Action that did originate in RBI.

Risk Records
Undoing a Risk that was created from RBI.
Removing a Risk that was created from RBI.
Assigning Actions that originated in RBI to a Risk that originated in RBI.
For any Risk that was created from RBI, modifying values in the following fields on the Risk datasheet (listed in the order in which they appear on the datasheet, from top to bottom):

Name
Description
Risk Basis
Failure Mode
Maintainable Item
Failure Cause

Modifying the unmitigated risk rank or unmitigated financial risk rank for any Risk that was created from RBI.
Action Records
- Removing an Action that was created from RBI.
- Assigning Risks that originated in RBI to an Action that originated in RBI.
- For any Action that was created from RBI, modifying values in the following fields on the Action datasheet (listed in the order in which they appear on the datasheet, from top to bottom):
- Modifying the mitigated risk rank for any Action that was created from RBI.
- In the Risk Analysis, clearing the Selected Actions check box for an Action that was created from RBI.
General
- Applying an Asset Strategy Template as a master template to the Asset Strategy

Allowed Depending on Administrative Settings

The following table describes actions that are allowed for Asset Strategies that were created from RBI and the corresponding administrative setting that allows it.

Action	Corresponding Administration Action
Opening the Risk Matrix to view the unmitigated risk rank for any Risk that was created from RBI.	This action is allowed only if the Risk Assessment Enabled check box is selected. If the Risk Assessment Enabled check box is cleared and you click the hyperlinked unmitigated risk rank, a message appears, indicating that you need to view the unmitigated risk values in RBI (i.e., using the Degradation Mechanism datasheet).
Opening the Risk Matrix to view the mitigated risk rank for any Action that was created from RBI.	This action is allowed only if the Risk Assessment Enabled check box is selected. If the Risk Assessment Enabled check box is cleared and you click the hyperlinked mitigated risk rank, a message appears, indicating that you need to view the unmitigated risk values in RBI (i.e., using the Degradation Mechanism datasheet).
Copying a Risk that was created from RBI.	This action is allowed only if the Risk Assessment Enabled check box is selected.
Unlinking a driving RBI Recommendation record from an Action.	This action is allowed if the Recommendation Creation Enabled check box is cleared.
Linking a new Recommendation record to an Action that was created from RBI.	This action is allowed if the Recommendation Creation Enabled check box is cleared.
Clearing the Drives Action check box for an RBI Recommendation record that was used to create an Action.	This action is allowed if the Recommendation Creation Enabled check box is cleared.