Data Loaders

About the Failure Modes and Effects Analysis (FMEA) Data Loaders

The Failure Modes and Effects Analysis (FMEA) Data Loader, Failure Modes and Effects Analysis (FMEA) Asset Templates Data Loader, and Failure Modes and Effects Analysis (FMEA) Analysis Templates Data Loader allow a user to load full FMEA analyses, analysis templates, and asset templates from data in fixed format Excel workbooks. The Excel workbooks contain worksheets that contain data to populate various nodes/records in the populated data model.

About the Failure Modes and Effects Analysis (FMEA) Data Loaders Requirements

The following data must be present prior to loading FMEA data:

  1. Equipment Taxonomy
  2. Equipment and Functional Location records
Note: There is no requisite data that must be present in order to load FMEA Asset Template or FMEA Analysis Template records.

Mapping

The Failure Modes and Effects Analysis (FMEA) Data Loaders map the datasheet columns in the Excel workbook to fields in APM families by position. The captions may be changed as needed, but the column positions should not be moved.

Security Settings

The Security User performing the data load operation must be associated with either the MI Data Loader User or MI Data Loader Admin Security Role as well as the MI Strategy Admin role or MI Strategy User role.

About the Failure Modes and Effects Analysis (FMEA) Data Loaders Data Model

The data for FMEA families is loaded from Excel workbooks containing multiple worksheets each. This includes Analysis, Team Members, Assets, Failure Modes, Failure Effects, and Recommendations.

Note: Elements outlined in red are not loaded by the data loaders.

About the Failure Modes and Effects Analysis (FMEA) Data Loaders General Loading Strategy

This section describes any prerequisites to loading the data and the order in which the data will be loaded.

Load Sequence

The FMEA data loads must be performed in a specific sequence to successfully populate fields, create records, and link them to the predecessor and/or successor records:

Failure Modes and Effects Analysis (FMEA) Data Loader

  1. Create or update RCM FMEA Analysis of type FMEA.
  2. Link the Existing Team Members to the Analysis. Team members exist in the Human Resource family and must exist prior to the load.
  3. Create or update an RCM FMEA Asset and link it to the analysis.
    1. Locate the physical asset (Equipment or FLOC) and link it to the RCM FMEA Asset.
  4. Create or update a Failure Mode and link it to the Analysis.
  5. Create or update a Failure Effect and link it to the Failure Mode.
    1. Create the Unmitigated Risk Assessment and Risk Rank records and link to the Failure Effect.
  6. Create or update the RCM FMEA Recommendation and link it to the associated Failure Effect.
  7. Create the Mitigated Risk Assessment and Risk Rank records and link to the Failure Effect.
  8. Create or update the RCM FMEA Secondary Actions and link it to the associated Recommendation.

Failure Modes and Effects Analysis (FMEA) Asset Templates Data Loader

  1. Create or update an RCM FMEA Template and link it to an asset.
  2. Create or update an RCM FMEA Asset.
  3. Create or update a Failure Mode and link it to the asset.
  4. Create or update a Failure Effect and link it to the Failure Mode.
  5. Create or update the RCM FMEA Recommendation and link it to the associated Failure Effect.
  6. Create or update the RCM FMEA Secondary Actions and link it to the associated Recommendation.

Failure Modes and Effects Analysis (FMEA) Analysis Templates Data Loader

  1. Create or update an RCM FMEA Template and link it to an analysis.
  2. Create or update RCM FMEA Analysis of type FMEA.
  3. Link the Existing Team Members to the Analysis. Team members exist in the Human Resource family and must exist prior to the load.
  4. Create or update an RCM FMEA Asset and link it to the analysis.
  5. Create or update a Failure Mode and link it to the Analysis.
  6. Create or update a Failure Effect and link it to the Failure Mode.
  7. Create or update the RCM FMEA Recommendation and link it to the associated Failure Effect.
  8. Create or update the RCM FMEA Secondary Actions and link it to the associated Recommendation.

Risk Assessment Management and Web Service

FMEA and RCM have mitigated and unmitigated risk assessments for Failure Effects and Recommendations respectively. Each Risk Assessment has related Risk Rank records which is in essence a sub-model. The FMEA loaders use the Risk Assessment service to manage the Risk Assessment and underlying Risk Rank records.

Note: Any changes here should be reflected in the Strategy RCM Mappings Document.

Special Note on Failure Effect

The Failure Effect also acts as the Risk Assessment record. Review the Failure Effect web service and you will see that the manage operation creates a Risk Rank collection. There is no need to create an additional Risk Assessment record linked to the Failure Effect.

Special Note on RCM FMEA Recommendation

The Recommendation will need to have a linked Risk Assessment record if there are mitigated values in the worksheet. The loader should locate the Risk Assessment record linked to the Recommendation. If one exists, then update it.

If one does not exist, then use the Risk Assessment web service to create it and use the relationship Mitigates Risk [MIR_MITRISK ] to relate it to the Recommendation.

Special Note on Risk Assessment ID Field

You can use any combination of fields to uniquely identify the record, you are not limited to ID. The ID on the Risk Assessment record has no purpose but the Web Service requires it.

If the service requires an ID, then auto-generate is used with the understanding that it will not be used to perform a lookup.

There are two entities and each has two scenarios with regards to the Risk Assessment. None of them require an ID since no attempt is being made to find a risk assessment by ID.

Entity

Scenario

Processing Assumptions

Additional Validation and Integrity Logic

Failure Effect

Unmitigated (Create new assessment)

Since the Failure Effect is the Risk Assessment, there is no need to create a Risk Assessment record.

 

The unmitigated fields on the Failure Effect Record should not be null if the user is loading RCM FMEA recommendations that have a mitigated risk rank.

When created through the UI, the recommendation always inherits the unmitigated Risk Assessment from the failure effect and thus we could be creating a situation where there are mitigated Risks without corresponding Unmitigated Risks.

Conversely, a recommendation cannot have a Risk Assessment whose Failure Effect does not have one Risk Assessment, or else an out of sync condition will be created.

Failure Effect

Unmitigated (Update assessment)

Update the unmitigated risk fields on the failure effect

RCM FMEA Recommendation

Mitigated (Create new assessment)

Check if there is an existing mitigated risk assessment linked to the Recommendation. There can only be one.  If none exists, then we create it.

RCM FMEA Recommendation

Mitigated (Update assessment)

Check if there is an existing mitigated risk assessment linked to the Failure Effect. If one does exist then update the risk assessment.

About the Failure Modes and Effects Analysis (FMEA) Data Loader Workbooks Layout and Use

This section provides a high-level overview and explanation of how the FMEA data loader workbooks are constructed.

In order to import data using the Failure Modes and Effects Analysis (FMEA) Data Loaders, APM provides Excel workbooks, , FMEA_Asset_Template_Data_Loader.xlsx, and FMEA_Analysis_Template_Data_Loader.xlsx, which support baseline data loading of FMEA analyses, FMEA asset templates, and FMEA analysis templates, in APM. These workbooks must be used to perform the data load.

The following table lists the worksheets that are included in the Failure Modes and Effects Analysis (FMEA) Data Loader workbook.

Failure Modes and Effects Analysis (FMEA) Data Loader

WorksheetDescription

Analysis

The analysis is the root record in the data model and is created first. Links to other records are established after the child record is created.

Team Members

This worksheet is used to load team members data for the analysis. Team members are linked to the FMEA Analysis through the Has RCM FMEA Team Member relationship.

Note: If the user wants to add team members, the individuals must already have an entry in APM.

Assets

This worksheet is used to load data into the various assets linked to the Analysis record. The FMEA Asset is a virtual asset that links the actual equipment or functional location to the analysis. This node must be created and linked to the analysis using information from the asset ID.

Failure Modes

This worksheet is used to load data into the Failure Mode family node. The FMEA Failure Mode is linked directly to the virtual asset.

Failure Effects

This worksheet is used to load data into the Failure Effect family node.

The Failure Effect is linked to both the Failure Mode and the associated Recommendation record. See the Recommendations section for its relationship.

Recommendations

This worksheet is used to load data into the Recommendations. FMEA Recommendations are linked to the associated Failure Effects. Failure Effect can have multiple recommendations, but each one must be unique.

Secondary Actions

This worksheet is used to load data into the Secondary Actions. Secondary Actions are linked to the associated Recommendations.

Analysis Worksheet

Field CaptionField IDData Type (Length)Comments

Analysis Short Description

MI_AN_SHORT_DESCR_CHR

Character (255)

This is a key field.

Analysis Long DescriptionMI_AN_LONG_DESCR_TXTextNone

Start Date

MI_AN_ANALY_START_DATE_DT

Date

None

End Date

MI_AN_ANALY_END_DATE_DT

Date

None

Re-Evaluation Date

MI_RCMANALY_ANALY_REEV_D

Date

None

Team Members Worksheet

Field CaptionField IDData Type (Length)Comments

Analysis Short Description

MI_AN_SHORT_DESCR_CHR

Character (255)

This is a key field.

User ID

SEUS_ID

Character (255)

This is a key field.

Relationship:

PredecessorRelationshipSuccessor

MI_RCMANALY

MIR_HRCMTMMEM

MI Human Resource

Assets Worksheet

Field CaptionField IDData Type (Length)Comments

Analysis Short Description

MI_AN_SHORT_DESCR_CHR

Character (255)

Used to locate Analysis.

Asset ID Value

ASSET_ID_CHR

Character (255)

This is a key field.

Asset ID FieldASSET_FIELD_IDCharacter (255)This is a key field.

Asset Family ID

ASSET_FAMILY_ID

Character (255)

Used to determine which MI family to create, by identifying whether the Asset is an Equipment or Functional Location. The valid values are:

  • MI_EQUIP000
  • MI_FNCLOC00
CMMS ID

ASSET_CMMS_ID

Character (255)

None

CMMS ValueASSET_CMMS_VALUECharacter (255)

None

Relationships:

PredecessorRelationshipSuccessor

MI_RCMANALY

MIR_HRCMEQP

MI_RCMEQPMT

PredecessorRelationshipSuccessor

MI_EQUIP000

MIR_IRCMEQP

MI_RCMEQPMT

MI_FNCLOC00

MIR_IRCMEQP

MI_RCMEQPMT

Failure Mode Worksheet

Field CaptionField IDData Type (Length)Comments

Analysis Short Description

MI_AN_SHORT_DESCR_CHR

Character (255)

This is a key field.

Asset ID Value

ASSET_ID_CHR

Character (255)

This is a key field.

Name

MI_RCMFMODE_NAME_C

Character (255)

This is a key field.

Long Description

MI_RCMFMODE_LNG_DESC_T

Text

None
Maintainable ItemMI_RCMFMODE_MAINT_ITEM_CCharacter (50)None
Damage CodeMI_RCMFMODE_CONDI_DAMA_CCharacter (50)None

Failure Pattern

MI_RCMFMODE_FAIL_SHP_FACT_C

Character

(40)

None

PF Interval

MI_RCMFMODE_PF_INTER_N

Numeric

None

PF Interval Units

MI_RCMFMODE_PF_INTER_UNITS_C

Character (40)

None

Relationships:

PredecessorRelationshipSuccessor

MI_RCMEQPMT

MIR_HRCMFMD

MI_RCMFMODE

Failure Effects Worksheet

Field CaptionField IDData Type (Length)Comments

Analysis Short Description

MI_AN_SHORT_DESCR_CHR

Character (255)

This is a key field.

Asset ID FieldASSET_ID_FIELDCharacter (255)This is a key field.
Asset Family IDASSET_FAMILY_IDCharacter (255)This is a key field.

Effect Name

MI_RCMFEFFT_NAME_C

Character (255)

None

Effect Long Description

MI_RCMFEFFT_LNG_DESC_T

Text

None

Effect Impact

MI_RCMFEFFT_EFF_IMPACT_C

Character (40)

None

(ENVIRONMENT) Consequence

ENVIRONMENT|MI_CONSE_N

Numeric

None

(ENVIRONMENT) Probability

ENVIRONMENT|MI_PROB_N

Numeric

None

Failure Mode Name

MI_RCMFMODE_NAME_C

Character (255)

This is a key field.

(FINANCIAL) Consequence

FINANCIAL|MI_CONSE_N

Numeric

None

(FINANCIAL) Maintenance CostFINANCIAL|MI_RISK_MAIN_COST_NNumeric

None

(FINANCIAL) ProbabilityFINANCIAL|MI_PROB_NNumeric

None

(FINANCIAL) Production LossFINANCIAL|MI_RISK_PROD_LOSS_NNumeric

None

(OPERATIONS) ConsequenceOPERATIONS|MI_CONSE_NNumeric

None

(OPERATIONS) ProbabilityOPERATIONS|MI_PROB_NNumeric

None

(SAFETY) ConsequenceSAFETY|MI_CONSE_NNumeric

None

(SAFETY) ProbabilitySAFETY|MI_PROB_NNumeric

None

Basis for AssessmentMI_RCMFEFFT_BASIS_TTextNone

Relationships:

PredecessorRelationshipSuccessor

MI_RCMFMODE

MIR_HRCMFEF

MI_RCMFEFFT

Recommendations Worksheet

Field CaptionField IDData Type (Length)Comments

Analysis Short Description

MI_AN_SHORT_DESCR_CHR

Character (255)

This is a key field.

Effect Name

MI_RCMFEFFT_NAME_C

Character (255)

This is a key field.

Headline

MI_REC_SHORT_DESCR_CHR

Character (255)

None

Description

MI_REC_LONG_DESCR_TX

Text

None

Business Impact

MI_REC_IMPAC_CHR

Character (100)

None

Shutdown Required?

MI_RECRCM_SYS_SHUTDN_REQ_L

Boolean

None

Target Completion Date

MI_REC_TARGE_COMPL_DATE_DT

Date

None

Action Type

MI_RECRCM_ACTIO_TYPE_C

Character (5)

None

Interval

MI_RECRCM_INTER_N

Numeric

None

Interval Units

MI_RECRCM_INTER_UNITS_C

Character (50)

None

Nonrecurring

MI_RECRCM_NONRE_L

Logical

Defaults to False when no value.

Performance Interval

MI_RECRCM_PERFO_INTER_N

Numeric

None

Performance Interval Units

MI_RECRCM_PERFO_INTER_UNITS_C

Character (50)

None

Estimated Cost

MI_RECRCM_ESTIM_COST_N

Numeric

None

Estimated Cost Basis

MI_RECRCM_COST_BASIS_C

Character (255)

None

Recommended Resource

MI_RECRCM_RECOMM_RSRC_C

Character

Must match a resource configured in the system picklist for this field.

(ENVIRONMENT) Consequence

ENVIRONMENT|MI_CONSE_N

Numeric

None

(ENVIRONMENT) Probability

ENVIRONMENT|MI_PROB_N

Numeric

None

(FINANCIAL) Consequence

FINANCIAL|MI_CONSE_N

Numeric

None

(FINANCIAL) Maintenance CostFINANCIAL|MI_RISK_MAIN_COST_NNumeric

None

(FINANCIAL) ProbabilityFINANCIAL|MI_PROB_NNumeric

None

(FINANCIAL) Production LossFINANCIAL|MI_RISK_PROD_LOSS_NNumeric

None

(OPERATIONS) ConsequenceOPERATIONS|MI_CONSE_NNumeric

None

(OPERATIONS) ProbabilityOPERATIONS|MI_PROB_NNumeric

None

(SAFETY) ConsequenceSAFETY|MI_CONSE_NNumeric

None

(SAFETY) ProbabilitySAFETY|MI_PROB_NNumeric

None

Basis for AssessmentMI_RCMFEFFT_BASIS_TTextNone

Relationships:

PredecessorRelationshipSuccessor

MI_RCMFEFFT

MIR_HRCMREC

MI_RECRCM

Secondary Actions Worksheet

Field CaptionField IDData Type (Length)Comments
Analysis Short DescriptionMI_AN_SHORT_DESCR_CHRCharacter (255)This is a key field.
Asset ID ValueASSET_ID_CHRCharacter (255)This is a key field.
Asset ID FieldASSET_ID_FIELDCharacter (255)This is a key field.
Asset Family IDASSET_FAMILY_IDCharacter (255)This is a key field.
Failure Mode NameMI_RCMFMODE_NAME_CCharacter (255)This is a key field.
Effect NameMI_RCMFEFFT_NAME_CCharacter (255)This is a key field.
Recommendation HeadlineMI_REC_SHORT_DESCR_CHRCharacter (255)None
NameMI_ACTION_SHORT_DESC_CCharacter (255)None
DescriptionMI_ACTION_DESCRIPTION_TCharacter (255)None
BasisMI_ACTION_BASIS_CCharacter (255)None
TypeMI_ACTION_TYPE_CCharacter (255)None
Condition Monitoring TypeMI_ACTION_CM_TYPE_CCharacter(50)None
IntervalMI_ACTION_INTV_NNumericNone
Interval UnitsMI_ACTION_INTV_UNITS_CCharacter(50)None
Resource CostMI_ACTION_RESOURCE_COST_NNumericNone
Shutdown RequiredMI_ACTION_SHUTDOWN_LBoolean None

Failure Modes and Effects Analysis (FMEA) Asset Templates Data Loader

WorksheetDescription

Assets

This worksheet is used to load data into the various assets linked to the Analysis record. The FMEA Asset is a virtual asset that links the actual equipment or functional location to the analysis. This node must be created and linked to the analysis using information from the asset ID.

Failure Modes

This worksheet is used to load data into the Failure Mode family node. The FMEA Failure Mode is linked directly to the virtual asset.

Failure Effects

This worksheet is used to load data into the Failure Effect family node.

The Failure Effect is linked to both the Failure Mode and the associated Recommendation record. See the Recommendations section for its relationship.

Recommendations

This worksheet is used to load data into the Recommendations. FMEA Recommendations are linked to the associated Failure Effects. Failure Effect can have multiple recommendations, but each one must be unique.

TemplatesThis worksheet is used to load data into the Templates. FMEA Templates are linked to the associated virtual assets, as well as a specific site.
Secondary ActionsThis worksheet is used to load data into the Secondary Actions. Secondary Actions are linked to the associated Recommendations.

Templates Worksheet

Field CaptionField IDData Type (Length)Comments

Template ID

MI_TM000000_ID

Character (255)

Used to locate template.

Site Reference NameMI_SITEREF_NAME_CCharacter (255)This is a key field.
Template Short DescriptionMI_TM000000_SHRT_DSC_CCharacter (255)None
Template Long DescriptionMI_TM000000_LNG_DSC_TTextNone

Assets Worksheet

Field CaptionField IDData Type (Length)Comments

Template ID

MI_TM000000_ID

Character (255)

Used to locate template.

Asset IDMI_RCMEQPMT_EQUIP_ID_CCharacter (255)This is a key field.
Asset Description

MI_RCMEQPMT_DESC_C

Text

None

Failure Modes Worksheet

Field CaptionField IDData Type (Length)Comments

Template ID

MI_TM000000_ID

Character (255)

Used to locate template.

Asset IDMI_RCMEQPMT_EQUIP_ID_CCharacter (255)This is a key field.

Name

MI_RCMFMODE_NAME_C

Character (255)

This is a key field.

Long Description

MI_RCMFMODE_LNG_DESC_T

Text

None
Maintainable ItemMI_RCMFMODE_MAINT_ITEM_CCharacter (50)None
Damage CodeMI_RCMFMODE_CONDI_DAMA_CCharacter (50) 

Failure Pattern

MI_RCMFMODE_FAIL_SHP_FACT_C

Character

(40)

None

PF Interval

MI_RCMFMODE_PF_INTER_N

Numeric

None

PF Interval Units

MI_RCMFMODE_PF_INTER_UNITS_C

Character (40)

None

Failure Effects Worksheet

Field CaptionField IDData Type (Length)Comments

Template ID

MI_TM000000_ID

Character (255)

Used to locate template.

Asset IDMI_RCMEQPMT_EQUIP_ID_CCharacter (255)This is a key field.

Mode Name

MI_RCMFMODE_NAME_C

Character (255)

This is a key field.

Effect Name

MI_RCMFEFFT_NAME_C

Character (255)

This is a key field.

Effect Long Description

MI_RCMFEFFT_LNG_DESC_T

Text

None

Effect Impact

MI_RCMFEFFT_EFF_IMPACT_C

Character (40)

None

(ENVIRONMENT) Consequence

ENVIRONMENT|MI_CONSE_N

Numeric

None

(ENVIRONMENT) Probability

ENVIRONMENT|MI_PROB_N

Numeric

None

(FINANCIAL) Consequence

FINANCIAL|MI_CONSE_N

Numeric

None

(FINANCIAL) Maintenance CostFINANCIAL|MI_RISK_MAIN_COST_NNumeric

None

(FINANCIAL) ProbabilityFINANCIAL|MI_PROB_NNumeric

None

(FINANCIAL) Production LossFINANCIAL|MI_RISK_PROD_LOSS_NNumeric

None

(OPERATIONS) ConsequenceOPERATIONS|MI_CONSE_NNumeric

None

(OPERATIONS) ProbabilityOPERATIONS|MI_PROB_NNumeric

None

(SAFETY) ConsequenceSAFETY|MI_CONSE_NNumeric

None

(SAFETY) ProbabilitySAFETY|MI_PROB_NNumeric

None

Basis for AssessmentMI_RCMFEFFT_BASIS_TTextNone

Recommendations Worksheet

Field CaptionField IDData Type (Length)Comments

Template ID

MI_TM000000_ID

Character (255)

Used to locate template.

Asset IDMI_RCMEQPMT_EQUIP_ID_CCharacter (255)This is a key field.

Mode Name

MI_RCMFMODE_NAME_C

Character (255)

This is a key field.

Effect Name

MI_RCMFEFFT_NAME_C

Character (255)

This is a key field.

HeadlineMI_REC_SHORT_DESCR_CHR

Character (255)

This is a key field.

Description

MI_REC_LONG_DESCR_TX

Text

None

Business Impact

MI_REC_IMPAC_CHR

Character (100)

None

Shutdown Required?

MI_RECRCM_SYS_SHUTDN_REQ_L

Boolean

None

Target Completion Date

MI_REC_TARGE_COMPL_DATE_DT

Date

None

Action Type

MI_RECRCM_ACTIO_TYPE_C

Character (5)

None

Interval

MI_RECRCM_INTER_N

Numeric

None

Interval Units

MI_RECRCM_INTER_UNITS_C

Character (50)

None

Nonrecurring

MI_RECRCM_NONRE_L

Logical

Defaults to False when no value.

Performance Interval

MI_RECRCM_PERFO_INTER_N

Numeric

None

Performance Interval Units

MI_RECRCM_PERFO_INTER_UNITS_C

Character (50)

None

Estimated Cost

MI_RECRCM_ESTIM_COST_N

Numeric

None

Estimated Cost Basis

MI_RECRCM_COST_BASIS_C

Character (255)

None

Recommended Resource

MI_RECRCM_RECOMM_RSRC_C

Character

Must match a resource configured in the system picklist for this field.

(ENVIRONMENT) Consequence

ENVIRONMENT|MI_CONSE_N

Numeric

None

(ENVIRONMENT) Probability

ENVIRONMENT|MI_PROB_N

Numeric

None

(FINANCIAL) Consequence

FINANCIAL|MI_CONSE_N

Numeric

None

(FINANCIAL) Maintenance CostFINANCIAL|MI_RISK_MAIN_COST_NNumeric

None

(FINANCIAL) ProbabilityFINANCIAL|MI_PROB_NNumeric

None

(FINANCIAL) Production LossFINANCIAL|MI_RISK_PROD_LOSS_NNumeric

None

(OPERATIONS) ConsequenceOPERATIONS|MI_CONSE_NNumeric

None

(OPERATIONS) ProbabilityOPERATIONS|MI_PROB_NNumeric

None

(SAFETY) ConsequenceSAFETY|MI_CONSE_NNumeric

None

(SAFETY) ProbabilitySAFETY|MI_PROB_NNumeric

None

Basis for AssessmentMI_RCMFEFFT_BASIS_TTextNone

Secondary Actions Worksheet

Field CaptionField IDData Type (Length)Comments
Template IDMI_TM000000_IDCharacter (255)This is used to identify the template.
Asset IDMI_RCMEQPMT_EQUIP_ID_CCharacter (255)This is a key field.
Mode NameMI_RCMFMODE_NAME_CCharacter (255)This is a key field.
Effect NameMI_RCMFEFFT_NAME_CCharacter (255)This is a key field.
Recommendation HeadlineMI_REC_SHORT_DESCR_CHRCharacter (255)None
NameMI_ACTION_SHORT_DESC_CCharacter (255)None
DescriptionMI_ACTION_DESCRIPTION_TCharacter (255)None
BasisMI_ACTION_BASIS_CCharacter (255)None
TypeMI_ACTION_TYPE_CCharacter (255)None
Condition Monitoring TypeMI_ACTION_CM_TYPE_CCharacter(50)None
IntervalMI_ACTION_INTV_NNumericNone
Interval UnitsMI_ACTION_INTV_UNITS_CCharacter(50)None
Resource CostMI_ACTION_RESOURCE_COST_NNumericNone
Shutdown RequiredMI_ACTION_SHUTDOWN_LBoolean None

Failure Modes and Effects Analysis (FMEA) Analysis Templates Data Loader

WorksheetDescription
TemplatesThis worksheet is used to load data into the Templates. FMEA Templates are linked to the associated virtual assets, which are linked to specific sites.

Analysis

The analysis is the root record in the data model and is created first. Links to other records are established after the child record is created.

Team Members

This worksheet is used to load team members data for the analysis. Team members are linked to the FMEA Analysis through the Has RCM FMEA Team Member relationship.

Note: If the user wants to add team members, the individuals must already have an entry in APM.

Assets

This worksheet is used to load data into the various assets linked to the Analysis record. The FMEA Asset is a virtual asset that links the actual equipment or functional location to the analysis. This node must be created and linked to the analysis using information from the asset ID.

Failure Modes

This worksheet is used to load data into the Failure Mode family node. The FMEA Failure Mode is linked directly to the virtual asset.

Failure Effects

This worksheet is used to load data into the Failure Effect family node.

The Failure Effect is linked to both the Failure Mode and the associated Recommendation record. See the Recommendations section for its relationship.

Recommendations

This worksheet is used to load data into the Recommendations. FMEA Recommendations are linked to the associated Failure Effects. Failure Effect can have multiple recommendations, but each one must be unique.

Secondary Actions

This worksheet is used to load data into the Secondary Actions. Secondary Actions are linked to the associated Recommendations.

Templates Worksheet

Field CaptionField IDData Type (Length)Comments

Template ID

MI_TM000000_ID

Character (255)

Used to locate template.

Site Reference NameMI_SITEREF_NAME_CCharacter (255)This is a key field.
Template Short Description

MI_TM000000_SHRT_DSC_C

Character (255)

None
Template Long DescriptionMI_TM000000_LNG_DSC_TTextNone

Analyses Worksheet

Field CaptionField IDData Type (Length)Comments
Template IDMI_TM000000_ID

Character (255)

Used to locate template.

Analysis Short Description

MI_AN_SHORT_DESCR_CHR

Character (255)

This is a key field.

Analysis Long DescriptionMI_AN_LONG_DESCR_TXTextNone

Start Date

MI_AN_ANALY_START_DATE_DT

Date

None

End Date

MI_AN_ANALY_END_DATE_DT

Date

None

Re-Evaluation Date

MI_RCMANALY_ANALY_REEV_D

Date

None

Team Members Worksheet

Field CaptionField IDData Type (Length)Comments
Template IDMI_TM000000_ID

Character (255)

Used to locate template.

User ID

SEUS_ID

Character (255)

This is a key field.

Assets Worksheet

Field CaptionField IDData Type (Length)Comments

Template ID

MI_TM000000_ID

Character (255)

Used to locate template.

Analysis Short Description

MI_AN_SHORT_DESCR_CHR

Character (255)

This is a key field.

Asset IDMI_RCMEQPMT_EQUIP_ID_CCharacter (255)This is a key field.
Asset Description

MI_RCMEQPMT_DESC_C

Character (255)

None

Failure Modes Worksheet

Field CaptionField IDData Type (Length)Comments

Template ID

MI_TM000000_ID

Character (255)

Used to locate template.

Analysis Short Description

MI_AN_SHORT_DESCR_CHR

Character (255)

This is a key field.

Asset IDMI_RCMEQPMT_EQUIP_ID_CCharacter (255)This is a key field.

Mode Name

MI_RCMFMODE_NAME_C

Character (255)

This is a key field.

Long Description

MI_RCMFMODE_LNG_DESC_T

Text

None
Maintainable ItemMI_RCMFMODE_MAINT_ITEM_CCharacter (50)None
Damage CodeMI_RCMFMODE_CONDI_DAMA_CCharacter (50) 

Failure Pattern

MI_RCMFMODE_FAIL_SHP_FACT_C

Character

(40)

None

PF Interval

MI_RCMFMODE_PF_INTER_N

Numeric

None

PF Interval Units

MI_RCMFMODE_PF_INTER_UNITS_C

Character (40)

None

Failure Effects Worksheet

Field CaptionField IDData Type (Length)Comments

Template ID

MI_TM000000_ID

Character (255)

Used to locate template.

Analysis Short Description

MI_AN_SHORT_DESCR_CHR

Character (255)

This is a key field.

Asset IDMI_RCMEQPMT_EQUIP_ID_CCharacter (255)This is a key field.

Mode Name

MI_RCMFMODE_NAME_C

Character (255)

This is a key field.

Effect Name

MI_RCMFEFFT_NAME_C

Character (255)

This is a key field.

Effect Long Description

MI_RCMFEFFT_LNG_DESC_T

Text

None

Effect Impact

MI_RCMFEFFT_EFF_IMPACT_C

Character (40)

None

(ENVIRONMENT) Consequence

ENVIRONMENT|MI_CONSE_N

Numeric

None

(ENVIRONMENT) Probability

ENVIRONMENT|MI_PROB_N

Numeric

None

(FINANCIAL) Consequence

FINANCIAL|MI_CONSE_N

Numeric

None

(FINANCIAL) Maintenance CostFINANCIAL|MI_RISK_MAIN_COST_NNumeric

None

(FINANCIAL) ProbabilityFINANCIAL|MI_PROB_NNumeric

None

(FINANCIAL) Production LossFINANCIAL|MI_RISK_PROD_LOSS_NNumeric

None

(OPERATIONS) ConsequenceOPERATIONS|MI_CONSE_NNumeric

None

(OPERATIONS) ProbabilityOPERATIONS|MI_PROB_NNumeric

None

(SAFETY) ConsequenceSAFETY|MI_CONSE_NNumeric

None

(SAFETY) ProbabilitySAFETY|MI_PROB_NNumeric

None

Basis for AssessmentMI_RCMFEFFT_BASIS_TTextNone

Recommendations Worksheet

Field CaptionField IDData Type (Length)Comments

Template ID

MI_TM000000_ID

Character (255)

Used to locate template.

Analysis Short Description

MI_AN_SHORT_DESCR_CHR

Character (255)

This is a key field.

Asset IDMI_RCMEQPMT_EQUIP_ID_CCharacter (255)This is a key field.

Mode Name

MI_RCMFMODE_NAME_C

Character (255)

This is a key field.

Effect Name

MI_RCMFEFFT_NAME_C

Character (255)

This is a key field.

HeadlineMI_REC_SHORT_DESCR_CHR

Character (255)

This is a key field.

Description

MI_REC_LONG_DESCR_TX

Text

None

Business Impact

MI_REC_IMPAC_CHR

Character (100)

None

Shutdown Required?

MI_RECRCM_SYS_SHUTDN_REQ_L

Boolean

None

Target Completion Date

MI_REC_TARGE_COMPL_DATE_DT

Date

None

Action Type

MI_RECRCM_ACTIO_TYPE_C

Character (5)

None

Interval

MI_RECRCM_INTER_N

Numeric

None

Interval Units

MI_RECRCM_INTER_UNITS_C

Character (50)

None

Nonrecurring

MI_RECRCM_NONRE_L

Logical

Defaults to False when no value.

Performance Interval

MI_RECRCM_PERFO_INTER_N

Numeric

None

Performance Interval Units

MI_RECRCM_PERFO_INTER_UNITS_C

Character (50)

None

Estimated Cost

MI_RECRCM_ESTIM_COST_N

Numeric

None

Estimated Cost Basis

MI_RECRCM_COST_BASIS_C

Character (255)

None

Recommended Resource

MI_RECRCM_RECOMM_RSRC_C

Character

Must match a resource configured in the system picklist for this field.

(ENVIRONMENT) Consequence

ENVIRONMENT|MI_CONSE_N

Numeric

None

(ENVIRONMENT) Probability

ENVIRONMENT|MI_PROB_N

Numeric

None

(FINANCIAL) Consequence

FINANCIAL|MI_CONSE_N

Numeric

None

(FINANCIAL) Maintenance CostFINANCIAL|MI_RISK_MAIN_COST_NNumeric

None

(FINANCIAL) ProbabilityFINANCIAL|MI_PROB_NNumeric

None

(FINANCIAL) Production LossFINANCIAL|MI_RISK_PROD_LOSS_NNumeric

None

(OPERATIONS) ConsequenceOPERATIONS|MI_CONSE_NNumeric

None

(OPERATIONS) ProbabilityOPERATIONS|MI_PROB_NNumeric

None

(SAFETY) ConsequenceSAFETY|MI_CONSE_NNumeric

None

(SAFETY) ProbabilitySAFETY|MI_PROB_NNumeric

None

Basis for AssessmentMI_RCMFEFFT_BASIS_TTextNone

Secondary Actions Worksheet

Field CaptionField IDData Type (Length)Comments
Template IDMI_TM000000_IDCharacter (255)This is used to identify the template.
Analysis Short DescriptionMI_AN_SHORT_DESCR_CHRCharacter (255)This is a key field.
Asset IDMI_RCMEQPMT_EQUIP_ID_CCharacter (255)This is a key field.
Mode NameMI_RCMFMODE_NAME_CCharacter (255)This is a key field.
Effect NameMI_RCMFEFFT_NAME_CCharacter (255)This is a key field.
Recommendation HeadlineMI_REC_SHORT_DESCR_CHRCharacter (255)None
NameMI_ACTION_SHORT_DESC_CCharacter (255)None
DescriptionMI_ACTION_DESCRIPTION_TCharacter (255)None
BasisMI_ACTION_BASIS_CCharacter (255)None
TypeMI_ACTION_TYPE_CCharacter (255)None
Condition Monitoring TypeMI_ACTION_CM_TYPE_CCharacter(50)None
IntervalMI_ACTION_INTV_NNumericNone
Interval UnitsMI_ACTION_INTV_UNITS_CCharacter(50)None
Resource CostMI_ACTION_RESOURCE_COST_NNumericNone
Shutdown RequiredMI_ACTION_SHUTDOWN_LBoolean None