Pipeline ASM Integration

About Asset Strategy Management (ASM) Integration

You can promote an asset to ASM if all the components in the asset have an active RBI Criticality Analysis. When you promote an Asset:

Degradation Mechanisms (DMs) are used to create Risks in ASM.
Recommendations are used to create Actions, which are converted to Inspection Tasks. These tasks are listed in Inspection Management.

Note: The way in which you manage the unmitigated and mitigated risk values depends on how administrative settings are configured.

Details

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.

-or-
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

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 Risk Assessment Enabled check box is cleared.
Linking a new Recommendation record to an Action that was created from RBI.	This action is allowed if the Risk Assessment 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 Risk Assessment Enabled check box is cleared.

Asset Strategy Management (ASM) Integration Workflow

This workflow provides the basic, high-level steps for promoting an Asset to ASM.

Create a Pipeline Component for each piece of equipment.
Create an RBI Pipeline Analysis for the component.
Assess the unmitigated risk of the Degradation Mechanisms (DMs) that are linked to the RBI Pipeline Analyses.
Change the state of all the RBI Pipeline Analyses to Risk Completed.
Generate Recommendations for all the analyses within the asset, and asses the mitigated risk.
Promote the Asset to ASM.

This will promote all the RBI Recommendations and DMs associated with the Asset to ASM.

Promoting an Asset to ASM includes steps to analyze the risk associated with each component, recommend future action based on the risks, and transfer the analysis data to ASM. You can recommend future action in one of the following ways:

Using RBI Recommendations in RBI: In this workflow, you will identify the mitigated risk of DMs in RBI.
Using Actions in ASM: In this workflow, you will identify the mitigated risk of DMs in ASM.

In most cases, you will complete the steps in either workflow on a regular basis as you refine the operating conditions and environment. RBI Analyses are dynamic tools that help you refine your strategy for maintaining RBI Components.

About Unmitigated Risk

When you calculate an RBI Criticality Analysis, the unmitigated SHE risk and unmitigated financial risk for each Degradation Mechanisms record (DM) are calculated automatically, and stored in the DM. The calculation is performed using Risk Mapping Policies.

Unmitigated Risk

The unmitigated risk rank is plotted on a Risk Matrix. This value is the intersection of the consequence and probability that are calculated when you calculate an RBI Criticality Analysis.

Tip: For more information, refer to the Risk Matrix section of the documentation.

Consequence of Failure: The consequence of failure is the highest among the values in the following fields in the associated Criticality Consequence Evaluation:
- Flammable Consequence Category
- Toxic Consequence Category
- Environmental Consequence Category
  
  Note: The Environmental Consequence Category field contains a value only if the RBI Component contains the value Storage Tank - Bottom in the Component Type field.
Probability of Failure: This value is calculated and stored in the DM.

GE Digital APM then locates the Risk Translation record with this temporary unmitigated risk value in the Source Risk Rank field and the value No (N) in the Financial? field.

Unmitigated Financial Risk

The unmitigated financial risk rank is plotted on a Risk Matrix. This value is the intersection of the consequence and probability that are calculated when you calculate an RBI Criticality Analysis.

Tip: For more information, refer to the Risk Matrix section of the documentation.

Financial Consequence: The financial consequence is the highest among the values in the following fields in the associated Criticality Consequence Evaluation:
- Lost Production Category
- Product Leak Category
  
  Note: The Product Leak Consequence field will contain a value only if the RBI Component contains the value Heat Exchanger - Bundle in the Component Type field.
Probability of Failure: This value is calculated and stored in the DM.

GE Digital APM then locates the Risk Translation record with this temporary unmitigated risk value in the Source Risk Rank field and the value Yes (Y) in the Financial? field.

About Mitigated Risk

When you calculate an RBI Criticality Analysis, the unmitigated risk and unmitigated financial risk for each DM is calculated automatically and stored in the related Degradation Mechanisms record (DM).

By default, the mitigated risk values are set to the same values as the unmitigated risk values. You can modify the mitigated risk values manually using the risk matrix to indicate how the risk could be lowered if certain actions were taken.

Promote an Asset to Asset Strategy Management (ASM)

Before you begin

All the Pipeline Components linked to the Asset must contain an active RBI Pipeline Analysis (i.e., in Risk Completed state).

Procedure

Access the Asset Summary workspace for the asset that you want to promote to ASM.
In the workspace heading, select , and then select Promote to ASM.

The selected asset is promoted to ASM.

Results

If the selected asset is not currently linked to an Asset Strategy, a new Asset Strategy is created and linked to the asset.
All the Degradation Mechanisms (DMs) and Recommendations linked to the Asset are promoted to ASM.