Active Strategies and Proposed Strategies

About Active Strategies and Proposed Strategies

Note: The information in this topic also applies to Asset Strategy Templates, but is limited to Asset Strategies to simplify the discussion.

When reviewing the ASM data model, you will notice that each Asset Strategy record is linked directly to:

  • One Active Strategy record.

    -and-

  • One Proposed Strategy record.

The Active Strategy record and the records to which it is linked represent the strategy that you are currently using to maintain the piece of equipment or location. Likewise, the Proposed Strategy record and the records to which it is linked represent the strategy that you want to start using to maintain the piece of equipment or location.

Details

For each Asset Strategy, there is always one Active Strategy and one Proposed Strategy. Throughout this documentation, we refer to the following types of Asset Strategy:

  • Active Strategy : Represents the strategy that you are currently using to maintain the piece of equipment or location.
  • Proposed Strategy: Represents the strategy that you want to start using to maintain the piece of equipment or location.

When you create an Asset Strategy, the Active Strategy and the Proposed Strategy are created automatically and are identical. As you make changes to the Asset Strategy by adding Risks and Actions and assessing the risk, those changes are stored in the Proposed Strategy. When you activate the Proposed Strategy, the contents of the Proposed Strategy are copied to the Active Strategy. Then, once again, the Active Strategy and Proposed Strategy are identical.

Consider the following image, which illustrates the Proposed Strategy and Active Strategy that are created when you create an Asset Strategy.

Now, consider the following image, which illustrates what happens to the Proposed Strategy when you add an Action, Risk, and Risk Assessment to the Asset Strategy.

You can see from the preceding image that only the Proposed Strategy is affected. The Active Strategy remains unchanged.

Finally, consider the following image, which illustrates what happens when you activate the Proposed Strategy.

You can see from the preceding image that the Proposed Strategy and the Active Strategy are now identical again. The process would begin again if you were to modify the Asset Strategy in some way. For example, if you were to add a new Action, the following image illustrates how the Proposed Strategy would be updated, where the new Action is colored purple.

Access a System or Unit Strategy

Procedure

  1. Access the ASM Overview page.
  2. Select the System and Unit Strategies tab.

    A list of system and unit strategies appears.

  3. In the Strategy ID column, select the link for the system or the unit strategy that you want to view.

    The Strategy Details workspace for the selected system or unit strategy appears, displaying the Strategy Overview section. The following charts appear:

    • Risk Profile
    • Cost Projection
    Note:
    • You can also access the system strategy for an asset strategy if you view an asset strategy that participates in a system strategy. To do so, in the upper-right corner of the Strategy Details workspace of an asset strategy, select , and then select Go To System Strategy.
    • You can also access the unit strategy for a system strategy if you view a system strategy that participates in a unit strategy. To do so, in the upper-right corner of the Strategy Details workspace of a system strategy, select , and then select Go To Unit Strategy.

Filter System or Unit Strategies by State

Procedure

  1. Access the ASM Overview page.
  2. Select the System and Unit Strategies tab.
    A list of available strategies appears.

  3. Select the system or unit strategy where you want to filter strategies.
    In a new tab, the Strategy Details appears. The following image shows the Strategy Details for a system strategy.

  4. Select Review Strategy.
    The Review Strategy workspace appears.

  5. Select .
    A window appears, showing the available filters.

  6. Select the appropriate filter actions by selecting the check box next to that filter option.
    -or-

    To remove any filter option, remove the check in the check box.

Create a System or Unit Strategy

Procedure

  1. Access the ASM Overview page.
  2. In the page, select, then select Create System Strategy or Create Unit Strategy.
    The new strategy appears in a new tab, displaying the Strategy Identification section. The following image shows the Strategy Identification section for a system strategy.

  3. As needed, enter values in the available fields for a system or unit strategy.
  4. Select .
    The strategy is created.

Activate an Asset Strategy as Baseline

Before You Begin

This topic assumes that you have a pre-existing asset strategy in the Draft state.

Tip: Reference the following topic if you want to create a new asset strategy before you start this set of instructions.
There are two activate operations in ASM:
  • Baseline: This is mostly used to approve existing strategies for assets without going through the Pending Review state.
  • Propose: This allows the asset strategy to go through a review workflow so that the strategy can be modified before it is activated.

Procedure

  1. Access an asset strategy.
  2. Select the asset strategy you want to activate as Baseline.
    The Strategy Details workspace for the selected asset strategy appears.

  3. In the workspace, select , then select Baseline, and then select Done.
    A window appears, asking you to confirm the proposed changes to the strategy.
  4. Select Yes.
    You will receive a notification that the strategy is activated.

Approve an Asset Strategy as a Proposed Strategy

About This Task

This topic assumes that you have a pre-existing asset strategy in the Draft state.

Tip: Reference the following topic if you want to create a new asset strategy before you start this set of instructions.
There are two activate operations in ASM:
  • Baseline: This is mostly used to approve existing strategies for assets without going through the Pending Review state.
  • Propose: This allows the asset strategy to go through a review workflow so that the strategy can be modified before it is activated.

Procedure

  1. Access an asset strategy.
  2. Select the asset strategy you want to activate as Proposed.
    The Strategy Details workspace for the selected asset strategy appears.

  3. In the workspace, select , then select Propose, and then select Done.
    A message appears, asking you to confirm that you want to perform the Propose operation.
  4. Select Yes.
    The Basis for Revision text box appears.
  5. Enter the basis for your revision, and then select OK.
    The asset strategy enters the Pending Review state.
  6. To make the strategy active, select , select Make Active, and then select Done.
    A window appears, asking you to confirm that you want to activate the strategy.
  7. Select Yes.
    The strategy is activated.
    Note: If you want to rework a proposed strategy at ay time after it is activated, select Rework from the strategy's state menu, an then select Done

Add an Existing Asset Strategy to a System Strategy

Before You Begin

This topic assumes that you have pre-existing asset strategies to add to your system strategy.

Procedure

  1. Access the system strategy to which you want to add an asset strategy.
  2. In the left pane, select the Manage Strategy tab.
    The Manage Strategy workspace appears.

  3. Select .
    The Add Existing Asset Strategies window appears.

  4. For each strategy that you want to add, select the check box, and then select Add.
    The asset strategy is added to the system strategy.

Add Existing System Strategy to a Unit Strategy

Before You Begin

This topic assumes that there are pre-existing system strategies to add to the unit strategy.

Procedure

  1. Access the unit strategy to which you want to add a system strategy.
  2. In the pane, select Manage Strategy.
    The Manage Strategy workspace appears.

  3. Select , and then select Add Existing.
    The Add Existing System Strategies window appears.

  4. For each strategy that you want to add, select the check box, and then select Add.
    The system strategy is added to the unit strategy.

Manage Actions in Risk Analysis for a System or Unit Strategy

Procedure

  1. Access the system or unit strategy whose actions you want to manage.
  2. In the pane, select Risk Analysis.
    The Risk Analysis workspace appears. The following image shows the Risk Analysis workspace for a unit strategy.

  3. After reviewing the charts at the bottom of the workspace, decide which actions you want to modify for the strategy.
    Note: For a detailed explanation of the charts on this workspace, you can find more information here.
  4. Select the actions that you want to remove by clearing the check boxes next to those actions, and then select Apply Selections.
    A window appears, asking you to confirm that you want to remove the actions that have not been selected.
  5. Select Yes.
    A message appears, confirming your changes.

Review Strategy in a System or Unit Strategy

Procedure

  1. Access the system or unit strategy that you want to review.
  2. In the pane, select the Review Strategy tab.
    The Review Strategy workspace appears.

    To view each strategy in your system or unit strategy, select the hyperlink for the appropriate strategy.

Remove an Asset Strategy or System Strategy from a System or Unit Strategy

This topic describes how to remove an asset strategy or a system strategy from a unit strategy.

Before You Begin

Only the owner of the strategy has the system permissions to delete a strategy.

Procedure

  1. Access the system or unit strategy from which you want to remove an asset or a system strategy.
  2. Select the Manage Strategy tab.
    The Manage Strategy workspace appears, displaying a list of available strategies.
  3. For each strategy that you want to remove, select the check box.
    In the workspace, is enabled.
  4. Select .
    A window appears, asking you to confirm that you want remove the selected strategy from the system or unit strategy.
  5. Select Yes.
    The selected strategy is removed.

Delete a System or Unit Strategy

Procedure

  1. Access the ASM Overview page.
  2. Select the System and Unit Strategies tab.
    The System and Unit Strategies section appears, displaying a list of system and unit strategies.
  3. Select the row containing the strategy that you want to delete, and then, in the section, select .
    The Confirm Delete dialog appears, asking you to confirm that you want to delete the strategy.
  4. Select Yes.
    The strategy is deleted.
    Note: You can also delete a strategy using the delete button () while viewing the strategy that you want to delete.