Workflow

Action Management: Manage Recommended Actions Workflow

Recommended Actions are created, assigned, and approved in the Manage Recommended Action workflow. Recommended Actions requiring execution are managed using the Execute Recommended Actions workflow.

In the following workflow diagram, the blue text in a shape indicates that the corresponding description has been provided in the sections that follow the diagram. For more information, refer to the Interpreting the Workflow Diagrams topic in the APM Product Workflows documentation.
Note: For information on the personas associated with a APM module, refer to the APM Product Workflows documentation.
Create/Update Recommended ActionOther WorkflowsAdditional Investigation?Other WorkflowsApprove RecommendationExecute in EAM?EAM Notification CreatedExecute Recommended Action

Create/Update Recommended Action

Persona: Analyst

Create or update a Recommended Action based on opportunities or needs identified in other analysis processes. The Recommended Action is associated with an Asset (Functional Location/Equipment) by the user or by association with the initiating object.

Additional Investigation?

Persona: Analyst

If a Recommended Action is assigned for further investigation, it is carried over to other work processes. If not, then the recommendation is assigned for approval.

Approve Recommendation

Persona: Supervisor

Approve the Recommended Action for execution.

Execute in EAM?

Persona: APM

If a Recommended Action is marked to raise an EAM Notification, then an EAM Notification is created. If not, then the Recommended Action awaits execution by the assigned person.

Other Workflows

Persona: Analyst

Recommended Actions are requests for corrective action or additional investigation. Recommended Actions are raised from within other APM modules, including Core Analysis, Asset Health Manager, Metrics and Scorecards, Root Cause Analysis, Policy Execution, Process Hazards Analysis (PHA), and Reliability Analysis. If additional investigation is needed, it will be conducted in other APM Modules, including Core Analysis, Asset Health Manager, Root Cause Analysis, Process Hazards Analysis (PHA), and Reliability Analysis.

EAM Notification Created

Persona: APM

If a Recommended Action is to be executed as an EAM System Work Order, an appropriate work item request in the corporate EAM System is triggered by APM.

Action Management: Execute Recommended Action Workflow

Recommended Actions are created, assigned, and approved in the Manage Recommended Action workflow. Recommended Actions requiring execution are managed using the Execute Recommended Actions workflow.

In the following workflow diagram, the blue text in a shape indicates that the corresponding description has been provided in the sections that follow the diagram. For more information, refer to the Interpreting the Workflow Diagrams topic in the APM Product Workflows documentation.
Note: For information on the personas associated with a APM module, refer to the APM Product Workflows documentation.
Action Management: Manage Recommended Actions WorkflowSchedule Recommended ActionExecute Recommended ActionRecurring Recommendation?Close Recommended Action

Recurring Recommendation?

Persona: Technician

If a Recommended Action is recurring, then the Recommended Action is rescheduled for its next execution. If not, then the Recommended Action can be closed.