FMEA Templates

About Values Mapped from an FMEA Template to Asset Strategy Template

When you promote an FMEA template to an ASM template, several fields in the Asset Strategy Template family are populated with the fields that are mapped from RCM FMEA Template family.

Note: Some of the fields listed in the table are not available on any of the datasheets that are configured for the RCM FMEA Template and Asset Strategy Template family.

The following table lists the field mappings:

This field in RCM FMEA Template family:...populates this field in Asset Strategy Template family
Template Long DescriptionDescription
Template NotesTemplate Notes
Template Short DescriptionTemplate Name
Template CategoryTemplate Category
CriticalityCriticality
DutyDuty
ServiceService

Save an FMEA Analysis as a Template

About This Task

Procedure

  1. Access the analysis which you want to save as a template.
  2. In the workspace, select , and select Save as Template.

    The RCM FMEA Template window appears.

  3. As needed, modify the values in the available fields.
  4. Select .
    The analysis is saved as a template.

Access a Template

Procedure

  1. Access the FMEA 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.
  4. Select Template Details tab.
    The datasheet for the selected template appears.
    Tip: If needed, modify values in the available fields.

Create a Template

Procedure

  1. Access the FMEA Overview page.
  2. In the page, select 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.

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.

Procedure

  1. Access the analysis.
  2. In the workspace, select and then select Apply Template.
    The Apply Template Builder window appears.
  3. Select Next.
    Note: For Asset templates, you can apply a template to multiple assets at a single instance. To apply asset template to multiple assets, select Would you like to apply this Asset Template to one or many Assets?. For more information, see Apply Asset Template to Multiple Assets.
    The Select Template screen appears.
  4. Select the template that you want to apply, and then select Next.
    The Asset Assignment screen appears.
  5. Select Select Replacements.
    The Asset Finder window appears.
  6. Select the asset that you want to use, and then select Done.
    The Asset Assignment screen appears, displaying the selected asset.
  7. Select Finish.
    The selected template is applied to the analysis and will be listed in the Analysis pane at the analysis level (Asset or Failure Mode) that you selected.

Apply Asset Template to Multiple Assets

Procedure

  1. Access the FMEA Overview page.
  2. Select the Templates tab.
    The Templates section appears, displaying a list of available analysis templates.
  3. Select an asset template that you want to apply on one or many assets and then select the Apply Template button ().
    The Enter Parameter Values window appears.
  4. Select the asset site and asset in hierarchy, and then select Done.
    The Template Application window appears.
    Note: The risk matrix for the selected site should be same as the risk matrix for the template you selected in Step 3.
  5. Select the check boxes next to the assets to which you want to apply the template in the Select Assets tab, and then select Next.
  6. In the Select Analysis tab, select one of the following options:
    • Link Existing: Links an existing analysis with the selected asset.
    • Create New: Creates a new analysis, and then links the selected asset.
  7. Select Next.
    The Apply Template window appears that provides information about the template and the assets to which the template will be applied.
  8. Review the template and asset details, and then select Implement.
    The template application starts in the background and you can view the progress on the Overview page.

Promote an FMEA Template to ASM

About This Task

Promoting an FMEA analysis and asset template to an ASM template creates risks and actions in a new strategy template from corresponding failure effects and Recommended Actions in an FMEA template, respectively. Additionally, when you make subsequent changes to the original FMEA 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 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 progress indicator appears. Once the process is complete, the date and time of the last promotion appears.
    Note: If the process cannot be completed, an error message appears.

Export an FMEA Template

Procedure

  1. Access the FMEA Overview page.
  2. Select the Templates tab.
    The Templates section appears, displaying a list of available analysis templates.
  3. Select the check box next to the templates that you want to export.
    The selected templates are highlighted.
  4. Select , and then select Export.
    The Export to a File window appears.
  5. In the Please provide a File Name box, enter a name for the file.
  6. Select Export.
    The Jobs Log page appears, displaying a list of jobs in progress, including the export job that you have initiated just now. After the templates are exported to an Excel workbook, the job appears in the Successful section.
    Note:
    • You can also export a template by accessing the template.