Inventory Grouping Workflow

About Inventory Grouping Workflow

The Inventory Grouping feature allows you to group RBI Components that belong to a process unit. After you group the components, APM calculates the value in the Inventory Group Mass field for the inventory group.

This workflow provides the basic, high-level steps for the Inventory Grouping feature. The steps and links in this workflow do not necessarily reference every possible procedure. For more details, follow the links in the below steps.

Follow the below steps to configure Inventory Group to calculate the Inventory Groups Mass:

Access the Inventory Groups workspace.
Create an Inventory Group Configuration record for the appropriate process unit. This record stores the details of the name and description of the group, and the process unit that is associated with the group.
Link RBI Components to the inventory group.
In RBI, access the components that belong to the inventory group.
Create an RBI 581 Risk Analysis for each component linked to the inventory group.
Access the RBI 581 Consequence Evaluation record associated with each analysis that you have created in the previous step, and then in the Common section of the datasheet, select the Use Calculated Inventory check box.

The Inventory Group and Inventory Group Mass fields in the RBI 581 Consequence Evaluation are populated automatically.

Tip: If the Use Calculated Inventory check box is already selected, clear the check box, and then select it. This will update the inventory group mass value.

Access the Inventory Groups Workspace

Before You Begin

You can access the Inventory Groups workspace only if the RBI 581 license is active.

Procedure

Access the Risk Based Inspection Overview page.
Select the Actions button.
Select the Manage Inventory Groups option.
The Inventory Groups workspace appears, displaying the following information:
- The left pane: Provides a list of all the process units (i.e., Functional Location records in which the Is a Unit? check box is selected) in APM. The icon next to a process unit indicates that the process unit contains an inventory group. If you select a process unit, a list of inventory groups in the process unit appears in the left pane.
- The details section: Displays the following information based on what you select in the left pane:
  - If you select Process Units in the left pane, the details section displays the Process Units with Inventory Groups section, which displays the number of RBI Components linked to each Inventory Group of the Process Units. If you select a Process Unit in the list, the datasheet for the associated Functional Location appears. If you select an Inspection Group in the list, the datasheet for the associated Inventory Group appears.
    Tip: Select to access the Table Settings window, where you can set column preferences for the table.
  - If you select a process unit in the left pane, the details section displays the datasheet for the associated Functional Location.
  - If you select an inventory group in the left pane, then the details section displays the datasheet of the Inventory Group Configuration record. You can also access a list of components associated with the inventory group by selecting the Linked Components tab.

What To Do Next

Create an Inventory Group Configuration Record.

Note:

When you are on the Risk Based Inspection Overview page of a Functional Location which is a Process Unit, selecting Manage Inventory Groups option will navigate to the associated Process Unit in the Inventory Groups workspace.
Inventory Grouping is not supported on assets which are not process units.

Create an Inventory Group Configuration Record

Before You Begin

You can create or modify an Inventory Group Configuration record only if you are a super user or a member of the MI RBI Administrator or MI RBI Analyst Security Groups.

Procedure

Access the Inventory Groups workspace.
In the list on the left pane of the workspace, select the process unit in which you want to create an Inventory Group Configuration record.
The inventory groups in the process unit appear.
In the list on the left pane of the workspace, select .
A blank datasheet for the Inventory Group Configuration appears in the Details section.
As needed, enter values in the available fields.
In the upper-right corner of the datasheet, select .
The Inventory Group Configuration record is created. The newly created group is listed on the left pane of the workspace.

Results

The Linked Components tab is enabled.

What To Do Next

Link components to the inventory group.

Delete an Inventory Group Configuration Record

Before You Begin

You can delete an Inventory Group Configuration record only if you are a super user or a member of the MI RBI Administrator or MI RBI Analyst Security Groups.

Procedure

Access the Inventory Groups workspace.
In the list on the left pane of the workspace, select the process unit that is linked to the Inventory Group Configuration record that you want to delete.
The inventory groups in the process unit appear.
In the list on the left pane of the workspace, select the Inventory Group Configuration that you want to delete.
The datasheet for the Inventory Group Configuration appears in the Details section.
In the upper-right corner of the datasheet, select .
The Confirm Delete dialog box appears, asking you to confirm that you want to delete the inventory group.
Select Yes.
The Inventory Group Configuration record is deleted.

Results

If you create an RBI 581 Risk Analysis for components that once belonged to the deleted inventory group, the value in the Inventory Group Mass field will no longer be populated automatically.

Link Components to an Inventory Group

Before You Begin

Create an Inventory Group Configuration record.
You can link RBI Components to an Inventory Group only if you are a super user or a member of the MI RBI Administrator or MI RBI Analyst Security Groups.

Procedure

Access the Inventory Groups workspace.
In the list on the left pane of the workspace, select the process unit that is linked to the inventory group to which you want to link components.
A list of inventory groups in the process unit appears in the list on the left pane of the workspace.
Tip: Select to access the Table Settings window, where you can set column preferences for the table.
Select the inventory group to which you want to link components.
The datasheet of the Inventory Group Configuration appears in the Details section.
Select the Linked Components tab.
The Linked Components section appears, displaying a list of components linked to the inventory group.
In the upper-left corner of the section, select .
The Select RBI Components window appears, displaying a list of components associated with the process unit.
In the row containing each component that you want to link, select the check box, and then select Done.
The RBI Components are linked to the inventory group, and appear in the Linked Components section.
If you want to access the datasheet of a linked component, then select the link in the Component ID column.
The component datasheet appears on a new page.

Results

In the RBI Component records that you have linked, the Inventory Group field is populated with the value in the Inventory Group Name field of the inventory group.
If you create an RBI 581 Risk Analysis for a component that you have linked to the inventory group, then in the associated RBI 581 Consequence Evaluation, the Use Calculated Inventory check box is selected, and the value in the Inventory Group Mass field is calculated.
The value in the Inventory Group Mass field in the RBI 581 Consequence Evaluation associated with the remaining components in the inventory group is updated.
Tip: To view the updated value in the Inventory Group Mass field, you must clear the Use Calculated Inventory check box, and then select it.

Unlink Components from an Inventory Group

Procedure

Access the Inventory Groups workspace.
In the list on the left pane of the workspace, select the process unit that is linked to the inventory group from which you want to unlink components.
The inventory groups in the process unit appear in the list on the left pane of the workspace.
Select the inventory group from which you want to unlink a component.
The datasheet for the Inventory Group Configuration appears in the Details section.
Select the Linked Components tab.
The Linked Components section appears, displaying a list of components linked to the inventory group.
Select the check box that corresponds to each component that you want to unlink.
In the upper-right corner of the datasheet section, select .
The Confirm Unlink dialog box appears, asking you to confirm that you want to unlink the selected components.
Select Yes.
The components are unlinked from the inventory group.

Results

The value in the Inventory Group Mass field in the RBI 581 Consequence Evaluation of the remaining components in the inventory group is updated.
Tip: To view the updated value in the Inventory Group Mass field, you must clear the Use Calculated Inventory check box, and then select it.

Access the Inventory Groups in a Process Unit

About This Task

You can also access the inventory group of a component.

Procedure

Access the Unit Summary workspace for the process unit for which you want to access inventory groups.
In the upper-right corner of the workspace, select , and then select Manage Inventory Groups.
The Inventory Groups workspace appears on a new page, displaying a list of inventory groups in the process unit in the left pane and the datasheet for the corresponding Functional Location in the details section.
Tip: If you are a member of the RBI Admin or RBI Analyst Security Groups, you can create an Inventory Group Configuration record in the Inventory Groups workspace.