ASM Integration
About Asset Strategy Management (ASM) Integration
You can approve the Inspection Plan of an asset if all the RBI Components in the asset have an active RBI Criticality Analysis. When you approve the Inspection Plan, the asset is promoted to ASM. When an asset is promoted:
- Degradation Mechanisms (DMs) are used to create Risks in ASM.
- Recommendations are used to create Actions, which can be implemented as Inspection Tasks. These tasks are listed in Inspection Management.
Details
You can decide how you want to track recommended actions based on the risk information in the DMs. You can choose either of the following options:
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You can create or generate RBI Recommendations to record the mitigated risk values and then approve the Inspection Plan of the asset. Approving the Inspection Plan will transfer the Degradation Mechanism and RBI Recommendations, along with unmitigated and mitigated risk values, to ASM. Risks are created for the Degradation Mechanism and Actions are created for the recommendation. You can implement either RBI Recommendations from an approved Inspection plan or Actions from an active Asset Strategy as an Inspection Task.
- You will not create RBI Recommendations. Instead, you will recommend a future action and manage mitigated risk values using Actions in ASM.
After you approve the Inspection Plan of the asset:
- 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.
- If you create another RBI Criticality Analysis for an RBI Component linked to the asset and modify the state of the new analysis to Risk Completed, the Inspection Plan will be moved to the Modified state. You can re-approve the Inspection Plan to promote the asset to ASM again.
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 a Risk Completed RBI Criticality Analysis, Analysis 1 and Analysis 2, respectively. If you approve the Inspection Plan on Equipment A, the asset is promoted to ASM, and 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 depending on how the administrative settings are configured.
The following table provides information about which Actions are always allowed and which ones are always restricted.
Always Allowed | Always Restricted |
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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 |
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Implement Actions as Tasks in ASM |
This action is allowed if the Implement Recommended Actions to Tasks in ASM check box is selected. If the Implement Recommended Actions to Tasks in ASM check box is cleared, recommendations can be implemented only as Inspection Tasks through the Inspection Plan of the related asset. |
Asset Strategy Management (ASM) Integration Workflow
- Create an RBI Component for each piece of equipment.
- Create an RBI Criticality Analysis for the component.
- Assess the unmitigated risk of the Degradation Mechanisms (DMs) that are linked to the RBI Criticality Analyses.
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Modify the state of all the RBI Criticality Analyses to Risk Completed.
An Inspection Plan will be created and linked to the parent asset if one does not exist. If the Inspection Plan does exist and is approved, the state of the Inspection Plan will be updated to Modified.
- Generate Recommendations for all the analyses within the asset and assess the mitigated risk. Recommendations will be linked to the Inspection Plan of the asset.
- Access an Inspection Plan for the asset.
- Approve the Inspection Plan.
This will transition the Inspection Plan to the Approved state and promote all the RBI Recommendations and DMs associated with the asset to ASM.
Approving an Inspection Plan on an asset includes steps to analyze the risk associated with each component, recommend a future action based on the risks, and transfer the analysis data to ASM. You can recommend a 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.
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Consequence of Failure: The consequence of failure is the highest among the values in the following fields in the associated Criticality Consequence Evaluation:
- Safety Risk Category
- Flammable Consequence Category
- Toxic Consequence Category
- Operations Risk 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. - Environmental Risk Category
- Environmental Consequence Category
Note: The Environmental Consequence Category field will contain a value only if the RBI Component contains the value Storage Tank - Bottom in the Component Type field.
- Safety Risk Category
- Probability of Failure: This value is calculated and stored in the DM.
Unmitigated Financial Risk
The unmitigated financial risk rank is set on a Risk Matrix. This value is the product of the consequence and probability that are calculated when you calculate an RBI Criticality Analysis.
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Financial Consequence: The financial consequence is the highest among the values in the following field in the associated Criticality Consequence Evaluation:
- Lost Production Category
- Probability of Failure: This value is calculated and stored in the DM.
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 are taken.
Access Asset Strategy Manager (ASM) from an Inspection Plan
Procedure
Approving the Inspection Plan of an Asset
Before You Begin
- All the RBI Components linked to the asset must contain an active RBI Criticality Analysis (that is, analysis in the Risk Completed, Pending Approval, Approved, or Implemented state).