Configure Analysis Roll-up

About Analysis Roll-up

After the CoF and PoF values are updated in the Degradation Mechanism records, these values are rolled up to the Analysis. By default, the values are rolled up based on the logic defined in the baseline rules. However, you can create a policy for the roll-up logic and configure it to be executed during the analysis calculation. When you use the policy for analysis roll-up, it overrides the baseline rules.

Following image illustrates the flexible analysis roll-up framework:

Note: If you configure the flexible analysis roll-up, the Risk Category value is required on the analysis to be able to move the analysis to Risk Completed state.

Workflow

This topic describes the sequence of the tasks that you need to perform to configure the analysis roll-up. Based on the complexity of the configuration, you may need to perform certain tasks outside of the Risk Based Inspection module. When performing such tasks, we recommend that you follow the documentation of the respective modules.

The following image illustrates the workflow of the flexible analysis roll-up configuration:



Note: If you are rolling up multiple risk values, you can add additional fields to the RBI Criticality Analysis family. You must configure the family before creating the Analysis roll-up policy. For more information on creating family fields, refer to the Family Management documentation.

Create an Analysis Roll-up Policy

About This Task

As part of the flexible analysis roll-up configuration, you must create a policy to define the roll-up logic. After you create the analysis roll-up policy, you must configure the policy in the Flexible Calculation Configuration section in RBI 580 Flexible Calculation Preferences page. If you use the analysis roll-up policy, all the baseline logics for analysis roll-up are overridden.

This topic describes the basic steps on creating an analysis roll-up policy. For more information on creating, managing, and activating policies, refer to the Policy Designer documentation.

Procedure

  1. Create a policy.
  2. Access the Design workspace of the policy.
  3. Add an Entity node that represents the RBI Criticality Analysis family. For information on Entity nodes, refer to the Entity Nodes in Policy Designer topic.
    Note: You can map only one entity to each node. If you have multiple degradation mechanisms, you must use a Query node to access the data. For information on using Query nodes, refer to the Query Nodes in Policy Designer topic.
  4. As needed, add other nodes required for calculations. For information on the different types of nodes, refer to the Condition, Logic, and Calculation Nodes in Policies section in the Policy Designer documentation.
  5. For each calculation, add an Edit Entity node that contains the details of the output field and its value. For information on Edit Entity nodes, refer to the Edit Entity Nodes in Policy Designer topic.
  6. Save the policy.
    The analysis roll-up policy is created.

Configure Analysis Roll-up Output Preferences

About This Task

You can configure the output fields for the family where you have configured the flexible calculation. The output fields are not copied to new records when the parent RBI Criticality Analysis is copied, and the values are reset when the analysis is calculated. For more information on configuring the output fields, refer to the Create a Flexible Calculation Output Preference.

Create Flexible Analysis Roll-up Configuration

If you want to override the baseline analysis roll-up logic, you must create a flexible analysis roll-up record in the RBI 580 Flexible Calculation Preferences section. For more information on creating a flexible analysis roll-up configuration record, refer to the Create a Flexible Calculation Configuration topic.

Before You Begin

Make sure that a policy is created for the logic that you want to perform to roll up the CoF values to analysis records.

Procedure

Create a flexible calculation record with the following configuration:Master section:
  • Analysis Family: RBI Criticality Analysis
  • Action: Analysis Roll-Up
  • Action Family: Select the family that you want to use for the flexible analysis roll-up.
  • Policy Name: Select the policy that must be used for the roll-up.
  • Sequence: 1

Detail section:

  • Input Entity Family: Select the family defined in Input Entity of the analysis roll-up policy.
  • Policy Node Name: Enter the name of the input Entity node defined in the analysis roll-up policy.

Results

The flexible analysis roll-up configuration record is created.

Configure Analysis Roll-up - Example

About This Task

Suppose there are multiple DMs with calculated SHE Risk and Financial Risk values. If you want to roll up the minimum DM values, you must create the following fields in the analysis records:
Field in RBI Criticality AnalysisRoll-up logic based on DM values
SHE RiskMinimum SHE Risk value from the DMs
Financial RiskMinimum Financial Risk value from the DMs

Procedure

  1. Since the fields are not baseline fields, create the fields in the RBI Criticality Analysis family. For information on creating new fields, refer to the Create a New Family Field topic.
  2. Create an analysis roll-up policy to update the values in the fields based on the DM values. For information on creating the analysis roll-up policy, refer to the Create Sample Analysis Roll-up Policy topic.
  3. Configure the output fields in the Output Preferences section in RBI Application settings. For more information on configuring output preferences, refer to the Configure Analysis Roll-up Output Preferences topic.
  4. Create the Calculation Configuration in the RBI Application Settings with the following settings:
    • Analysis Family: RBI Criticality Analysis
    • Action: Analysis Roll-Up
    • Action Family: RBI Criticality Analysis
    • Policy Name: Select the roll-up policy created in step 2.

    For more information on calculation configuration, refer to the Create Flexible Analysis Roll-up Configuration topic.

Results

The flexible analysis roll-up is now configured. Now, when you calculate an RBI Criticality Analysis, the following events will occur:
  • The baseline logics for analysis roll-up will be overridden.
  • The configured analysis roll-up policy is triggered. As defined in the policy, the DM values are rolled up and updated in the analysis.

Create Sample Analysis Roll-up Policy

This topic describes the general steps that you must perform to configure the analysis roll-up policy as part of this scenario. For the detailed information on creating and configuring a policy, refer to the Policy Designer documentation.

Before You Begin

Create the following query

  • Configured Analysis Roll Up Query: To roll up the minimum SHE Risk and minimum Financial Risk values from DMs. The following query is a sample query for this requirement.
    SELECT Min([MI_RBDEMECH].[MI_RBDEMECH_SHE_RISK_NBR]) "SHE Risk"
, Min([MI_RBDEMECH].[MI_RBDEMECH_FINA_RISK_NBR]) "Financial Risk"
FROM [MI_MRBIANAL]
JOIN_SUCC [MI_RBDEMECH] ON {MIR_HSDEGMEC}
WHERE [MI_MRBIANAL].ENTY_KEY = (? :s :caption='Analysis Entity' :id=AnalysisEntity)

Procedure

  1. Create a Policy with the name Configured Analysis Roll-up Policy.
  2. Configure an Entity node (RBI Criticality Analysis) to represent the RBI Criticality Analysis family.
  3. Add a Query node and map the RBI Criticality Analysis Entity node to the Query node.


  4. Add an Edit Entity node to update the values in the SHE Risk and Financial Risk fields.


    The analysis roll-up policy is created.