APM Product Workflows | On-Premises APM

Interpreting the Workflow Diagrams

The Product Workflow section of the APM documentation is designed to illustrate the basic functions of APM.

The following table summarizes the conventions used to represent the various activities in each workflow process.


Shape	Description
	The starting or ending point of a workflow.
	Another workflow within APM.
	Another workflow outside of APM.
	A user action or an automated process.
	A data output, such as a document or record.
	A decision.
	The primary process flow.
	An item referenced by part of the process flow.
	A reference number that accompanies some shapes in the workflow diagrams. These numbers are for identification purposes only and do not indicate the order of the workflows.

APM Product Workflow

The following diagram outlines the integration between the different modules that make up APM.

Module-Level Workflows

Each solution within APM consists of multiple modules, each of which is composed of one or more workflows that describe the various capabilities of the module. You can find details about each of these product workflows in the respective module user help.

Tip: Refer to the APM Product Workflow for a visualization of how these modules interact within APM.

APM Reliability


Module	Workflows
Generation Availability Analysis	GAA Administration GAA Event Management GAA Performance GAA Reporting
Generation Availability Analysis Wind	GAA Wind
Production Loss Analysis	Production Loss Analysis
Reliability Analytics	Automation Rules Probability Distribution Production Analysis Reliability Distribution Reliability Growth Analysis Spares Analysis System Reliability
Root Cause Analysis	Root Cause Analysis

APM Foundation


Module	Workflows
Asset Criticality Analysis	Perform Asset Criticality Analysis
Core Analysis	Asset Event Analysis Graph Analysis Query Analysis Report Analysis Geospatial Analysis
Metrics and Scorecards	Manage SSAS Cubes Manage Metric Views Manage KPIs Manage Scorecards
Policy Designer	Design Policy Execute Policy
APM Connect
Data Loaders	General Data Import
EAM Extraction and Notification	Asset Management Event Management Notification Creation
EAM Work Management	Task and Confirmation Generation Work Order Generation
OT Connect	OT Connect

APM Integrity


Module	Workflows
Compliance Management	Compliance Management Compliance Strategy Template European Inspection Management Recommendation Implementation
Inspection Management	Inspection Planning Inspection Assessment
Risk Based Inspection	Define Components Perform an RBI Analysis Recommendation Management Recommendation Implementation
Thickness Monitoring	Thickness Monitoring Planning Thickness Assessment Thickness Monitoring Piping Rotation

APM Health


Module	Workflows
Asset Health Manager	Assess Asset Health Manage Health Indicators Manage Health Indicator Sources
Calibration Management	Calibration Administration Calibration Assessment Calibration Assessment CMX Calibration Planning
eLog	eLog
Rounds	Manage Rounds Routes Manage Rounds Templates Monitor Rounds Compliance
Rounds Data Collection	Collect Rounds Data
Rounds Pro	Rounds Designer Rounds Data Collection

APM Safety


Module	Workflows
Hazards Analysis	HAZOP Analysis What If Analysis
Layers of Protection Analysis (LOPA)	LOPA
Management of Change (MoC)	MoC Administration MoC Change Project
SIS Management	Custom Device SIL Assessment SIL Verification SIL Validation SIL Trip Reporting SRS

APM Strategy


Module	Workflows
Action Management	Manage Recommended Actions Execute Recommended Action
Asset Strategy Management	Asset Strategy Management
Asset Strategy Implementation	ASI for SAP
Asset Strategy Optimization	Asset Strategy Optimization
Failure Modes and Effects Analysis	RCM and FMEA
Life Cycle Cost Analysis	Life Cycle Cost Analysis
Reliability Centered Maintenance	RCM and FMEA

APM Foundation Personas

APM Foundation

The workflows for this solution are completed by the following user personas.


Persona	Description	Applicable APM Roles	Notes
Analyst	The Analyst is responsible for prioritizing the areas where efforts should be directed to drive improvements that directly affect productivity and profitability. The Analyst monitors and evaluates historical and condition data. Based on evaluation, the Analyst will make recommendations to take action on current conditions or propose changes to existing strategies.	MI Foundation User MI Health Power	Any APM Security User can perform core analysis on entities for which permission to access has been granted. In Metrics and Scorecards, the Analyst designs and manages Metric Views, KPIs and Scorecards and has privileges to schedule KPIs or publish the results to the other users.
APM	The APM persona represents automated processes performed by the APM system.	MI Foundation User	None
Solution Administrator	The Solution Administrator is responsible for managing advanced features of a APM solution. Some examples are managing health indicators, managing M2M interfaces, and managing SSAS cubes.	MI Foundation Admin MI Health Power	In Metrics and Scorecards, the Solution Administrator sets the connection to SQL Server Analysis Services (SSAS), registers cubes to APM, and manages cube access privileges.
Supervisor	The Supervisor has line authority over subordinates. The responsibilities of the Supervisor include asset integrity and program compliance as determined by company standards, the approval of recommendation proposals, and the review and approval of asset strategies.	MI Foundation Admin	None
Technician	The Technician is responsible for executing and documenting inspection activities to maintain both asset integrity and compliance with the overall inspection program. The Technician does the following: Performs inspections, calibrations, or proof tests. Records results. Initiates recommendations.	MI Foundation Admin	None

Data Loader


Persona	Description	Applicable APM Roles	Notes
Analyst	The Analyst is responsible for prioritizing the areas where efforts should be directed to drive improvements that directly affect productivity and profitability. The Analyst monitors and evaluates historical and condition data. Based on evaluation, the Analyst will make recommendations to take action on current conditions or propose changes to existing strategies.	MI Data Loader User MI Foundation Power MI Strategy Power	The Data Loader Analyst is responsible for the data that is imported via the data loaders from the external source. Analysts have the authorization and responsibility to assure that the data is collected, cleansed, and loaded completely and correctly. Traits of the Analyst: Manipulates data Applies standard processes and methodologies for analysis Is a high-level APM User
Technician	The Technician is responsible for executing and documenting inspection activities to maintain both asset integrity and compliance with the overall inspection program. The Technician does the following: Performs inspections, calibrations, or proof tests. Records results. Initiates recommendations.	MI Data Loader User MI Foundation Power MI Mechanical Integrity Power MI Strategy User	Depending on the module into which you are loading data, the Data Loader Technician can be responsible for numerous APM modules including: FMEA, RCM, Inspection Management, or Thickness Monitoring.

EAM


Persona	Description	Applicable APM Roles	Notes
System Administrator	The System Administrator is responsible for installing and implementing APM. The System Administrator maintains backups of the APM system and ensures that the data flowing to and from APM is safe, secure, and performing well.	MI Data Loader Admin MI Foundation Admin	In addition to the applicable roles the System Administrator needs access to the following Security Groups: MI SAP Interface Administrator
Solution Administrator (EAM)	The Solution Administrator (EAM) may or may not have access to APM but is responsible for managing and maintaining master data in their EAM system solution.	N/A	None
APM	The APM persona represents automated processes performed by the APM system.	N/A	In the EAM Workflow the APM persona represents an automated process performed by APM Connect based on context files and triggers.
Analyst (EAM)	The Analyst is responsible for prioritizing the areas where efforts should be directed to drive improvements that directly affect productivity and profitability. The Analyst monitors and evaluates historical and condition data. Based on evaluation, the Analyst will make recommendations to take action on current conditions or propose changes to existing strategies.	N/A	The EAM Analyst may or may not have access to APM but is responsible for planning and scheduling work in the EAM system.
Analyst	The Analyst is responsible for prioritizing the areas where efforts should be directed to drive improvements that directly affect productivity and profitability. The Analyst monitors and evaluates historical and condition data. Based on evaluation, the Analyst will make recommendations to take action on current conditions or propose changes to existing strategies.	MI Data Loader User MI Foundation User MI Strategy Power	In addition to the applicable roles the Analyst needs access to the following Security Groups: MI SAP Interface User.
Technician	The Technician is responsible for executing and documenting inspection activities to maintain both asset integrity and compliance with the overall inspection program. The Technician does the following: Performs inspections, calibrations, or proof tests. Records results. Initiates recommendations.	MI Data Loader User MI Foundation User MI Mechanical Integrity Power MI Strategy User	In addition to the applicable roles the Technician needs access to the following Security Groups: MI SAP Interface User and MI Configuration Role.

OT Connect


Persona	Description	Applicable APM Roles	Notes
Solution Administrator	The Solution Administrator is responsible for managing advanced features of a APM solution. Some examples are managing health indicators, managing M2M interfaces, and managing SSAS cubes.	MI Health Power MI Foundation Power MI Data Loader Admin	In addition to the applicable roles the Solution Administrator needs access to the following Security Groups: MI AMS Suite Administrator and MI Configuration Role.

APM Health Personas

The workflows for this solution are completed by the following user personas.


Persona	Description	Applicable APM Roles	Notes
Analyst	The Analyst is responsible for prioritizing the areas where efforts should be directed to drive improvements that directly affect productivity and profitability. The Analyst monitors and evaluates historical and condition data. Based on evaluation, the Analyst will make recommendations to take action on current conditions or propose changes to existing strategies.	MI Health User MI Health Power MI Health Admin MI Strategy User MI Strategy Power MI Strategy Admin	None
APM	The APM persona represents automated processes performed by the APM system.	None	None
Solution Administrator	The Solution Administrator is responsible for managing advanced features of a APM solution. Some examples are managing health indicators, managing M2M interfaces, and managing SSAS cubes.	MI Health Admin	None
Technician	The Technician is responsible for executing and documenting inspection activities to maintain both asset integrity and compliance with the overall inspection program. The Technician does the following: Performs inspections, calibrations, or proof tests. Records results. Initiates recommendations.	MI Health User	None

APM Integrity Personas

The workflows for this solution are completed by the following user personas.


Persona	Description	Applicable APM Roles	Notes
Analyst	The Analyst is responsible for prioritizing the areas where efforts should be directed to drive improvements that directly affect productivity and profitability. The Analyst monitors and evaluates historical and condition data. Based on evaluation, the Analyst will make recommendations to take action on current conditions or propose changes to existing strategies.	MI Mechanical Integrity Power MI Mechanical Integrity Admin	None
Supervisor	The Supervisor has line authority over subordinates. The responsibilities of the Supervisor include asset integrity and program compliance as determined by company standards, the approval of recommendation proposals, and the review and approval of asset strategies.	MI Mechanical Integrity Power MI Mechanical Integrity Admin	None
Technician	The Technician is responsible for executing and documenting inspection activities to maintain both asset integrity and compliance with the overall inspection program. The Technician does the following: Performs inspections, calibrations, or proof tests. Records results. Initiates recommendations.	MI Mechanical Integrity Power MI Mechanical Integrity Admin	None

APM Reliability Personas

The workflows for this solution are completed by the following user personas.


Persona	Description	Applicable APM Roles	Notes
Analyst	The Analyst is responsible for prioritizing the areas where efforts should be directed to drive improvements that directly affect productivity and profitability. The Analyst monitors and evaluates historical and condition data. Based on evaluation, the Analyst will make recommendations to take action on current conditions or propose changes to existing strategies.	MI FE Power User MI FE User MI Foundation User	None
Operator	The Operator is responsible for day-to-day operation of one or more GAA Units. The operator enters events that affect power generation in a GAA Unit.	MI Foundation User MI FE User	None
Solution Administrator	The Solution Administrator is responsible for managing advanced features of a APM solution. Some examples are managing health indicators, managing M2M interfaces, and managing SSAS cubes.	MI FE Admin MI Foundation User	None
Supervisor	The Supervisor has line authority over subordinates. The responsibilities of the Supervisor include asset integrity and program compliance as determined by company standards, the approval of recommendation proposals, and the review and approval of asset strategies.	MI Foundation User MI FE User	None

APM Safety Personas

The workflows for this solution are completed by the following user personas.


Persona	Description	Applicable APM Roles	Notes
Analyst	The Analyst is responsible for prioritizing the areas where efforts should be directed to drive improvements that directly affect productivity and profitability. The Analyst monitors and evaluates historical and condition data. Based on evaluation, the Analyst will make recommendations to take action on current conditions or propose changes to existing strategies.	MI Safety Admin MI Safety Power	Responsible for setting up the standards, creating templates, approving recommendations, assigning tasks, and reviewing the calibration or proof test results Responsible for performing SIL assessment, SIL verification, and SIL validation. Responsible for creating Change Projects, adding Checklists to the projects, managing Exceptions and Tasks, and finalizing the Change Project.
Solution Administrator	The Solution Administrator is responsible for creating the Exceptions, Questions, and Checklists that can be used in the Change Project.	MI Safety Admin	None
Technician	The Technician is responsible for executing and documenting inspection activities to maintain both asset integrity and compliance with the overall inspection program. The Technician does the following: Performs inspections, calibrations, or proof tests. Records results. Initiates recommendations.	MI Safety User	Responsible for performing calibrations or proof tests based on the tasks that are assigned.

APM Strategy Personas

The workflows for this solution are completed by the following user personas.


Persona	Description	Applicable APM Roles	Notes
Analyst	The Analyst is responsible for prioritizing the areas where efforts should be directed to drive improvements that directly affect productivity and profitability. The Analyst monitors and evaluates historical and condition data. Based on evaluation, the Analyst will make recommendations to take action on current conditions or propose changes to existing strategies.	Strategy User Strategy Power Strategy Admin	None
Supervisor	The Supervisor has line authority over subordinates. The responsibilities of the Supervisor include asset integrity and program compliance as determined by company standards, the approval of recommendation proposals, and the review and approval of asset strategies.	Strategy User Strategy Power	None