RCM Analyses

Access an Analysis

Procedure

  1. Access the RCM Overview page.
  2. Select the Analyses tab.

    A list of analyses available in the database appear.

  3. In the Analysis Name column, select the link for the analysis that you want to view.

    In a new tab, the Analysis Details workspace for the selected analysis appears, displaying the Analysis Identification section for the selected analysis.

    The left pane contains a hierarchy of functions included in the selected analysis. When you select a function, you will be able to view the hierarchy of the assets within the selected function.

Create a New RCM Analysis

About this task

Procedure

  1. Access the RCM Overview page.
  2. In the upper-right corner of the page, select Create New Analysis.

    In a new tab, the New RCM Analysis page appears, displaying the Analysis Identification section of the datasheet for the analysis.

Create an Analysis from a Template

Procedure

  1. Access the RCM Overview page, and then select the Templates tab.

    The list of templates appears.

  2. Select the line in the grid containing the template from which you want to create an analysis, and then select .

    The Apply Template Builder window appears.



  3. Select Next.

    The Review Assets screen appears.

  4. Select Select Replacements.

    The Asset Finder window appears.

  5. Select beside the assets that you want to add to the template, and then select Done.
    Note: You are only able to add assets that have the same site assignment as the analysis you are creating.

    The Select Asset Replacements screen appears displaying the assets you newly added.

  6. Select Next.

    The Asset Replacement screen appears, displaying available failure modes for the template.



  7. Using the Asset Assignment drop-down lists, select how you want to replace each previous template asset, and then select Finish.

    The new analysis is created from the template.

Modify an RCM Analysis

About this task

Procedure

  1. Access the analysis that you want to modify.

    In a new tab, the Analysis Details workspace for the selected analysis appears, displaying the Analysis Identification section and the datasheet for the analysis.

  2. As needed, enter values in the available fields.
  3. Select .

    The changes to your analysis have been saved.

Copy and Paste Nodes in an Analysis or Template

Procedure

  1. Access an Analysis if you want to copy analysis nodes.

    -or-

    Access a Template if you want to copy template nodes.

    In a new tab, the workspace for the selected analysis or template appears.

  2. In the left pane, select the node that you want to copy.

    The button is enabled.

  3. Select .

    A menu appears.

  4. Select one of the following options:
    • Copy Selected Node: Copies only the selected node without any of the related records attached.

    • Copy Selected Node and Related Records: Copies the selected node as well as all related child records of that node.

      A message appears, confirming that the node has been copied.

  5. Select the node where you want to place the copied node.

    The button is enabled.

  6. Select .

    The copied node is pasted.

Promote an RCM Analysis to Strategy

About this task

Promoting an RCM analysis to an ASM strategy creates risks and actions in a new strategy from corresponding failure effects and Recommended Actions in an RCM analysis, respectively. Additionally, when you make subsequent changes to the original RCM analysis, you can also promote those changes to the strategy.

Procedure

  1. Access an Analysis .
  2. In the upper-right corner of the workspace, select .

    A message appears, asking you to confirm that you want to promote all of the pending Recommended Actions to ASM.

  3. Select Yes.

    A message appears, confirming that your Recommended Actions were successfully promoted to ASM.

Use State Controls in RCM Analyses

About this task

Procedure

  1. Access the analysis that you want to modify.

    In a new tab, the Analysis Details workspace for the selected analysis appears, displaying the Analysis Identification section and the datasheet for the analysis.

  2. In the upper right of the analysis datasheet, select .

    The state control menu appears.

  3. Select Complete.

    The Complete action is highlighted.

  4. Select Done.

    The analysis is now in the Complete state.

Delete an RCM Analysis

About this task

Procedure

  1. Access the RCM Overview page, and then select the Analyses tab.

    The list of analyses appears.

  2. In the list of analyses, highlight the line containing the analysis that you want to delete, and then select .

    A message appears asking you to confirm that you want to delete the analysis.

  3. Select Yes.
    The analysis is deleted.
    Note: You can also delete the analysis using the delete button (.) while viewing the analysis that you want to delete.

Access a Reference Document

Procedure

  1. Access the analysis whose reference documents you want to access.
  2. In the workspace, select the Reference Documents tab.

    The Reference Documents section appears, displaying a list of reference documents.

    Tip: For more information, refer to the Reference Documents section of the documentation.

Delete a Reference Document

Before you begin

This topic assumes that you have Reference Documents already attached to your RCM analysis.

Procedure

  1. Access the RCM Overview page, and then select the Analyses tab.

    The list of analyses appears.

  2. Select the analysis for which you want to search reference documents.

    In a new tab, the Analysis Details workspace for the selected analysis appears, displaying the Analysis Identification section.

  3. Select the Reference Documents tab.

    The Reference Documents section appears.

  4. Select the Reference Document that you want to delete, and the select .
    The reference document appears.
  5. Select , and then select .
    A window appears, asking if you want to delete the entity.
  6. Select Yes.
    Your reference document has been deleted.
    Tip: For more information, refer to the Reference Documents section of the documentation.

Access an Asset

Procedure

  1. Access the analysis whose assets you want to access.
  2. In the left pane, select the asset that you want to access.

    Tip: If needed, modify values in the available fields.

Filter RCM Analyses by Asset

About this task

GE Digital APM features asset-centric navigation. To filter strategies by asset, please follow the instructions below.

Procedure

  1. Access the RCM Overview page, and then select the Analyses tab.

    The list of analyses appears.

  2. In the upper-left corner of the page, select .

    The Enter Parameter Values window appears.

  3. In the Asset field, select Home.

    The Hierarchy window appears.

  4. Filter the assets. You can search through both Hierarchy and Groups by selecting the tabs in the window.
    • Using the Hierarchy, you can navigate to the smallest level of asset. You can also select Search to find assets not connected to a strategy.
    • Using the Hierarchy, if you select , it will allow you to filter by Category, Class, and Type.
    • Using the Groups, if you select , it will allow you to search by Relationship and Hierarchy Filter.
  5. When you are finished filtering the assets, select Done.

    The Asset box is populated with the name of the selected asset.

Link an Asset to an Analysis

Before you begin

This procedure assumes that there are assets available to link to your analysis.

Procedure

  1. Access the analysis that you want to modify.

    In a new tab, the Analysis Details workspace for the selected analysis appears, displaying the Analysis Identification section and the datasheet for the analysis.

  2. Select the Linked Assets tab.
    The Linked Assets section appears.
  3. In the upper-left corner of the section, select
    The Asset Finder window appears.
  4. Select PLUS next to each asset that you want to link to the analysis. Y ou can search through both Hierarch and Groups by selecting the respective tabs in the window.
  5. Select Done.
    The asset(s) are now linked to an analysis.

Delete an Asset

Before you begin

This topic assumes that you have a pre-established RCM analysis with an asset that needs to be deleted.

Procedure

  1. Access the RCM Overview page, and then select the Analyses tab.

    The list of analyses appears.

  2. Select the analysis whose asset you want to delete.

    In a new tab, the Analysis Details workspace for the selected analysis appears, displaying the Analysis Identification section.

  3. Select the Linked Assets tab.
    The Linked Assets section appears.
  4. Select the asset that you want to delete.
    The selected asset is highlighted.
  5. In the upper-right corner of the workspace, select .
    A message appears, confirming that you want to delete the selected item.
  6. Select Yes.
    The asset is deleted.
    Note: If an asset is in use by one or more failure modes, you cannot remove the asset.

Access a Template

Procedure

  1. Access the RCM Overview page.
  2. In the workspace, select the Templates tab.

    The Templates section appears, displaying a list of Templates.

  3. Select the Template that you want to access.

    The datasheet for the selected template appears.

    Tip: If needed, modify values in the available fields.

Create a Template

Procedure

  1. Access the RCM Overview page.
  2. In the upper-right corner of the page, select Create New Template.

    The Template Builder window appears.

  3. Select Next.

    The Select Template Type screen appears.

  4. Select the template type you want to apply, and then select Next.

    The Define Root Node screen appears.

  5. As needed, enter values in the available fields, and then select Next.

    The Define Template screen appears.

  6. As needed, enter values in the available fields, and then select Finish.

    The new Template is added.

Save an RCM Analysis as a Template

About this task

Procedure

  1. Access the analysis which you want to save as a template.
  2. In the upper-right corner of the workspace, select .

    The RCM Template window appears.

  3. As needed, modify the values in the available fields.
  4. Select .

    The analysis is saved as a template.

Use the Apply Template Builder

Before you begin

  • The template with which you are creating a new Analysis must be associated with at least one RCM FMEA Asset record.
  • Link assets to the analysis .

Procedure

  1. Access the analysis.
  2. In the upper-right corner of the workspace, select .

    The Apply Template Builder window appears.

  3. Select Next.

    The Select Template screen appears.

  4. Select the template that you want to apply, and then select Next.

    The Asset Assignment screen appears, displaying the Asset Assignment drop-down list. This field contains the assets that you linked in the Linked Assets section of the analysis.

  5. In the Asset Assignment drop-down list, select the asset that you want to associate with the failure mode, and then select Finish.

    The selected template is applied to the analysis and will be listed in the left pane at the analysis level (Function, Functional Failure, or Failure Mode) that you selected.

Promote an RCM Template to ASM

About this task

Promoting an RCM analysis template to an ASM template creates risks and actions in a new strategy template from corresponding failure effects and Recommended Actions in an RCM template, respectively. Additionally, when you make subsequent changes to the original RCM template, you can also promote those changes to the strategy template.

Procedure

  1. Access a Template that you want to promote to ASM.
    Note: You can promote only Global templates to ASM.
  2. In the upper-right corner of the workspace, select .

    A message appears, asking you to confirm that you want to promote all of the pending Recommended Actions to ASM.

  3. Select Yes.

    A message appears, confirming that your Recommended Actions were successfully promoted to ASM.

     

Run Reports in RCM

About this task

Procedure

  1. Access the RCM Overview page, and then select the Analyses tab.

    The list of analyses appears.

  2. Select the analysis in which you want to run a report.

    In a new tab, the Analysis Details workspace for the selected analysis appears, displaying the Analysis Identification section.

  3. Select the Reports tab.

    The Reports workspace appears.

  4. Select the report that you want to run.
    On a new page, the report opens and runs.
    Note: Any report that is placed in the Public\Meridium\Modules\RCM\Analysis catalog folder will be shown in the list of reports. As long as the report uses the parameter ID of Entity_Key, the key of the analysis will be passed into the report automatically.