Access
Access APM via a Web Browser
Procedure
About Navigating APM via the Asset Hierarchy
APM is built on the premise, within your company, there are multiple functional locations that can be organized in a hierarchy to represent the fact that some locations belong to other locations. These relationships create the Asset Hierarchy.
Navigating the Asset Hierarchy
The Asset Hierarchy allows you to browse your assets from the top-level functional location.
- Company (MRD ~ Meridium, Inc.)
- Sites (MRD-ROA ~ Meridium Roanoke)
- Areas (MRD-ROA-REFN ~ Meridium Roanoke Chemicals)
- Units (MRD-ROA-CHEM-CM101 ~ Meridium Roanoke Chemicals Unit CM101)
- Functional Locations (MRD-ROA-CHEM-CM101-FT101A ~ REACTOR COOLANT FLOW)
- Equipment (G0022-065 ~ 000000000001034757 ~ PUMP)
- To navigate to a parent-level or child-level equipment or functional location of an asset that is selected in the hierarchy, select the corresponding breadcrumb link in the breadcrumb path.
- To expand or collapse the Asset Hierarchy panel, select
or 
, respectively. - To resize the Asset Hierarchy panel, drag the border of the panel to the required width.
- As a standard practice, we assume that your equipment is installed in locations that exist on the lowest level of your location hierarchy.
- The Asset Hierarchy displays:
- A maximum of 500 top-level records in the hierarchy.
- A maximum of 500 child equipment or functional locations for a parent functional location.
The <Asset Name> Page
As you navigate through the Asset Hierarchy, at each level, information about the Risk, Strategy, and Performance of that level is displayed on the <Asset Name> page. The <Asset Name> page provides a snapshot of all the data in APM related to the asset selected in the Asset Hierarchy. For each Risk, Strategy, and Performance item, there is a hyperlink displaying the number and type of analysis performed against that asset. The hyperlinks, once selected, open the analyses or inspections on a new page while maintaining the selection in the Asset Hierarchy.
- In the Asset Hierarchy, navigate to Meridium Roanoke Refining.
Meridium Roanoke Refining is selected in the Asset Hierarchy, and the Meridium Roanoke Refining page is displayed, and the Risk tab is selected. From this page, you can view the Risk snapshot (e.g. there are 11 ACAs, 8 FMEAs, 12 RCMs, etc.) against the asset, as shown in the following image.
- Select the 10 Analyses link.
On a new page, the ACA Overview page appears, and the selection in the Asset Hierarchy, Meridium Roanoke Refining, is displayed in the page heading.
Navigate APM
The Applications menu serves as an access point for each APM module and tool.
at the top left of the page. The list of modules to which you have access is displayed and organized in the module folders in an alphabetical order. Module folders contain groups of related modules, for example, Health, Strategy, or Tools. You can add links to the frequently used modules to the FAVORITES section in the Applications Menu.| Option | Description |
|---|---|
| Opens the Applications menu. |
 | Closes the Applications menu. The menu closes automatically when you select a module or select outside the menu. The current state of the menu is retained through your current login session. For example, if you enter a search term, then select a module from the search results, the search results are displayed the next time you use the menu in the same session. |
| Enter a term in the text box to search for a module folder name or a module. The list of matching modules are displayed. Select in the text box to clear the search term. Note: Search does not affect the modules added to the FAVORITES section. |
 | Displays modules alphabetically. When this option is selected and you enter a search term, the search results are displayed alphabetically. Note: This option appears only when the modules are displayed in folders. |
 | Displays modules in folders. When this option is selected and you enter a search term, the search results are displayed within folders. Note: This option appears only when the modules are displayed alphabetically. |
 | Collapses the module folder or alphabetic section. Note: When a section is collapsed, if you search for a module, and a matching module appears in that section then, the section will open automatically. |
 | Expands the module folder or alphabetic section. |
| Expand All | Expands all module folders or alphabetic sections. |
| Collapse All | Collapses all module folders or alphabetic sections |
 | Provides access to managing the modules displayed in the FAVORITES Section. |
| Option | Description |
|---|---|
 | Provides access to the main dashboard. Note: You can configure any General Dashboard or Metrics and Scorecards data to appear on the main dashboard page. |
 | Provides access to the asset hierarchy and asset grouping functionality. |
 | Displays a menu from which you can select a family to create a new record. |
 | Displays the search menu, from which you can search APM for records and other items (e.g., Catalog items). |
 | Provides access to the APM Help system. |
 | Displays a menu on which you can select Compact View check boxes. The Compact View selection persists between user sessions, and can be modified at any time. When selected, this option renders compact layout for the following features of APM:
|
 | Displays a menu containing  Sign Out. |
Manage FAVORITES
About This Task
Procedure
- Add FAVORITES:
- Select the Edit icon (
).Theicon appears against each of the module.
- Select the
- Select the Edit icon (
- Remove FAVORITES:
- Select the Edit icon ().
- Select the
icon against each module that you want to remove from the FAVORITES section.
- Select the Edit icon (