Overview

Overview of the Risk Based Inspection (RBI) Module

Risk Based Inspection (RBI) allows you to analyze the risk of the components of a piece of asset failing due to specific degradation mechanisms through defining both the consequence and probability of failure and then to define an Inspection Strategy for each mechanism.

Using RBI, you can set up corrosion loops to organize the components that you want to analyze. For each component in a corrosion loop, you can create one of the following types of analyses:

  • RBI Criticality Analysis: To create an RBI Criticality Analysis, you must use the RBI 580 methodology. You can also create an RBI PRD Criticality Analysis or an RBI Pipeline Analysis.
  • RBI 581 Risk Analysis: To create an RBI 581 Risk Analysis, you must use the RBI 581 methodology.

Overview of the RBI 580 Methodology

You can create an RBI Criticality Analysis using the RBI 580 methodology. If the risk values are unacceptable, you can analyze various data scenarios using a What If Analysis. For example, you might create a What If Analysis to see what the risk level would be if you changed the operating pressure or what the risk level might be in five years.

Based on the analysis results, you can create RBI Recommendation records to suggest actions that might mitigate the risk associated with an RBI Component. You can then create Tasks from those RBI Recommendation records to track the work.

About RBI Methodologies

Risk Based Inspection supports the following methodologies.

  • RBI 580: This methodology is included in the Risk Based Inspection module.
  • RBI 581: This methodology is implemented with the RBI 581 module.

The RBI 581 Methodology

After you conduct a RBI 581 Risk Analysis, if it is possible to mitigate risk at the component, RBI 581 will recommend inspection tasks that will, for a specified period, keep the projected risk below the thresholds. These thresholds are called Risk Targets. They are determined by your organization. If risk cannot be mitigated (i.e., inspections would not bring risk below the Risk Target values), the Risk Summary of the analysis provides a synopsis which will help determine the next course of action.

Based on the analysis results, if risk is mitigated, you can generate recommendations. This is to capture recommended actions and create non-recurring inspection tasks that must be completed in order to mitigate risk over the plan period.

The RBI 580 Methodology

After you conduct an RBI Criticality Analysis, if the risk values are unacceptable, you can analyze hypothetical scenarios using What If Analyses and Future Risk Analyses to see how additional actions or factors might affect the risk. For example, you might create a What If Analysis to see what the risk level would be if you changed the operating pressure. Or, you might create a Future Risk Analysis to see what the risk level might be in five years.

Based on the analysis results, you can create RBI Recommendations to capture recommended actions that might mitigate the risk associated with a component. You can then create Tasks or SAP Notifications from the RBI Recommendations to track the progress and ensure that the recommended actions are implemented.

After the recommended actions are implemented, you can conduct another RBI Criticality Analysis to determine if the new operating procedures or environment have actually reduced the risk.

Access the Risk Based Inspection Overview Page

Procedure

In the Applications menu, navigate to the INTEGRITY section, and then select Risk Based Inspection.
Note: You can also access the Risk Based Inspection Overview page for a process unit (i.e., functional location marked as a unit). To do so:
  1. In the main navigation bar, select .

    The Asset Hierarchy appears.

  2. In the pane, navigate to and select the functional location for which you want to access the Risk Based Inspection Overview page, and then, in the workspace, select Integrity.

    The Integrity section appears, displaying a list of analyses performed on the selected functional location.

  3. In the row containing Risk Based Inspection, select the link.

The Risk Based Inspection Overview page appears, displaying the following information:

  • The Assets section: Contains a list of assets in the selected process unit.
  • The Process Units section: Contains a list of process units under the selected functional location, a description for each process unit, the number of assets in each process unit, and the number of Corrosion Loops in each process unit.
  • The Pending Reassessment section: Contains a list of assets that are ready to be duplicated for evergreening.
  • The No Recommendations section: Contains a list of assets in the process unit that have at least one component with a Risk Completed analysis with no recommendations.
  • The Inspection/TM Updates section: Contains two sections, the Inspection Updates and TM Updates sections. The Inspection Updates section contains a list of recent Inspections performed on assets which have an active analysis in the process unit. This list contains Inspections that have a Completion Date after the analysis Calculation Date. The TM Updates section contains a list of Corrosion Analyses performed on assets which have an active analysis in the process unit if the Corrosion Analyses have been calculated after the RBI Analysis.
  • The Current Risk Overview graph: Plots the number of assets in the process unit by their current risk values in a pie chart.
  • The Current Risk section: Contains a list of assets plotted in the Current Risk Overview pie chart.
  • The The RBI Risk Matrix graph: Plots the total number of RBI Components based on their consequence of failure and probability of failure values. Only if a component is linked to an active RBI Criticality Analysis, RBI PRD Criticality Analysis, or RBI Pipeline Analysis, it is considered while plotting the graph. This graph appears only if the Risk Based Inspection license is active.
  • The Past Risk Overview graph: Plots the number of assets in the process unit by their past risk values in a pie chart.
  • The Past Risk section: Contains a list of assets plotted in the Past Risk Overview pie chart.


Tip: To return to the Risk Based Inspection Overview page after selecting a tab, select the tab again.
Note: The Risk Based Inspection Overview page is not updated automatically when you return to the previously opened tab. You can select Refresh () button to update the page.

Access the Unit Summary Workspace

Before You Begin

To mark a Functional Location as a Process Unit, access the Functional Location via Record Manager, and then select the Is a Unit? check box.

Procedure

  1. Access the Risk Based Inspection Overview page.
  2. In the workspace, select the Process Units tab.
    The Process Units section appears, displaying a list of process units.
  3. In the row containing the process unit that you want to access, select the link.

    The Unit Summary workspace appears, displaying the following information:

    • The Process Unit Overview section:
      • If at least one corrosion loop is linked to the unit, a list of all Corrosion Loops linked to the process units are displayed.

        -or-

      • A list of RBI Assets linked to the process unit with one or more RBI Components, and rolled up values from the RBI Assets related Inspection Plans are displayed.
    • The Process Unit Details section: Contains the datasheet of the Functional Location that represents the process unit.
    • The Process Unit Tree section:
      • If at least one corrosion loop is linked to the unit, a list of all Corrosion Loops linked to the process unit is displayed.

        -or-

      • A list of RBI Assets with one or more RBI Components linked to the process unit is displayed.
    Note: You can view all assets linked to the unit, regardless of whether an RBI Component is linked, by selecting the Show All Assets filter option.

Access the Asset Summary Workspace

Procedure

  1. Access the Risk Based Inspection Overview page.
  2. In the workspace, select the Assets tab.
    The Assets section appears, displaying a list of assets.
    Note: The Assets section displays the Equipment or Functional Locations that have at least one component.
  3. In the row containing the asset that you want to access, in the Asset ID column, select the link.
    The Asset Summary workspace appears, displaying the following information:
    • The Asset Overview section: Contains the list of RBI Components related to the asset. If you select a component hyperlink, the Component Overview section appears in the workspace.
    • The Asset Details section: Contains the datasheet of the Equipment or the Functional Location that represents the asset.

Access the Asset Summary Workspace for a New Asset

Procedure

  1. In the Asset Summary workspace, select the Assets using the Asset Hierarchy.
  2. In the Applications menu, navigate to the INTEGRITY section, and then select Risk Based Inspection.

    For Equipment Records, the Asset Summary workspace appears.

    or

    For Functional Location Records, the Risk Based Inspection Overview page appears.

  3. For Functional Location Records, select .
    The Asset Summary workspace appears.
    Note: The Asset Summary workspace displays the following information:
    • The Asset Overview section: Contains the list of RBI Components related to the asset. If you select a component hyperlink, the Component Overview section appears in the workspace.
    • The Asset Details section: Contains the datasheet of the Equipment or the Functional Location that represents the asset.
    • The Degradation Mechanism Risk Overview section: Contains a list of RBI Components related to the asset with an active analysis and the associated Degradation Mechanism Risk.

About Asset Info Summary

The Asset info summary in RBI Asset View page, provides the ability to see a high-level view of the critical information of the Asset. This information will be critical for analysis during critical workflow steps like finalizing risk and review or approval of inspection plan. This information appears in the Asset info summary when you select next to the Asset, RBI Component, or Analysis ID in the RBI workspace.

The Asset info summary displays the following information:
FieldsDescription
HEATH INDICATORSA count of health indicators per alert level is displayed.
Note: This field is displayed only when the Asset Health Manager module is licensed, and at least one Health Indicator related to the asset is available.
RBI RISKThe highest risk level of the active analyses linked to the related components which are stored in the Inspection Plan of the Assets section.
Note: When using the alternative inspection plan workflow, this field is displayed only when the Inspection Plan is created and will be updated only when the Inspection Plan is modified.
REMAINING LIFEThe most conservative remaining life from the related Asset Corrosion Analysis records.
OPEN RECSA count of Inspection recommendations related to the asset that have a status of Created.
WORK HISTORYA count of work history records related to the asset.
RELATED LINKSHyperlinks to navigate to the Thickness Monitoring, Inspection Management, and Asset Health Manager modules for the current asset.
Note:
  • From Asset Info Configuration you can configure RBI RISKS, REMAINING LIFE, OPEN RECS, and WORK HISTORY fields.
  • A maximum of six fields can appear at a time.
  • If a field does not appear in the Asset info summary, it indicates that the field does not contain a value or the family that is needed to access the field value is not licensed.
  • The Thickness Monitoring, Inspection Management, and Asset Health Manager hyperlinks do not appear if the modules are not licensed.

Access the Asset Info Summary

Procedure

  1. Access the Asset Summary workspace for the asset that you want to view in the Asset information summary.
    Note: You can also view the Asset info summary for the parent asset of an RBI Component or RBI Analysis from their respective workspaces.
  2. Select next to the Asset ID.
    The Asset info summary appears.

What To Do Next

Configure the Asset Info Summary.

RBI Workflow

This workflow provides the basic, high-level steps for using this module. The steps and links in this workflow do not necessarily reference every possible procedure. For more procedures, see the links in the Related Information section.

  1. Define a Process Unit record that corresponds to the functional location on which you want to perform an RBI analysis. To do so, in the Functional Location record, ensure that the Is a Unit? check box is selected.

  2. Create a Corrosion Loop. Groups of components that are subject to similar degradation mechanisms can be part of a single corrosion loop. If you do not need to create a Corrosion Loop skip to step 4.
  3. Link Potential Degradation Mechanisms (PDMs) to the Corrosion Loop.
  4. Create an RBI Component to store the details of the operating conditions, design conditions, process fluids, and so on. Each component is a part of an asset that is modeled for the purpose of performing an RBI Risk Assessment.
  5. If you have created a Corrosion Loop, then link it to the RBI Component. PDMs linked to the Corrosion Loop are inherited by the RBI Component. If you have not created a Corrosion Loop, then link PDMs directly to the RBI Component.
  6. Create an RBI Analysis to store details of the risk assessments, probability of failure, and consequence of failure. For each DM that is linked to the RBI Component, the corresponding Degradation Mechanism (DM) is linked to the RBI Analysis.
  7. Add additional Degradation Mechanisms to the RBI Analysis if needed.
  8. Evaluate the DMs in the analysis.
  9. Calculate the analysis.
  10. Evaluate the consequences and probability of failure, and finalize the risk. The state of the analysis changes to Risk Completed.
  11. Generate Recommendations. You can also create Recommendations manually.
  12. Promote the asset to Asset Strategy Management (ASM). All the analyses associated with the asset are promoted to ASM.