Recommendations
About RBI Recommendations
An RBI Recommendation stores information about actions that should be performed to help mitigate the risk associated with a degradation mechanism (DM). Each RBI Recommendation is linked to:
- A Degradation Mechanisms record, which defines the type of failure that the recommended action can help mitigate.
- An Asset record, which defines the piece of asset to which the recommendation applies.
- An Inspection Plan, which is linked to the associated asset.
- An RBI Criticality Analysis record.
Generating Recommendations
APM generates RBI Recommendations for:
- All DMs in a single RBI criticality Analysis
- Multiple RBI Criticality Analyses linked to a single Asset
- All assets in an Asset Hierarchy level
- Active evergreened analyses
These recommendations are recurring.
Content needed for generating recommendations
- Policies
- RBI Strategy Mapping Configuration and RBI Strategy Mapping details
- Inspection Strategies
Policies in RBI 580
The following policies are used for generating recommendations in RBI 580:
- Appendix_B is used for internal corrosion strategy rules for vessels, exchangers, and tanks.
- Appendix_D is used for internal corrosion strategy rule sets for Air Cooled Heat Exchangers.
- Appendix_E is used for internal corrosion strategy rule sets for piping.
- Appendix_F is used for external and CUI strategy rule sets for vessels, exchangers, tanks, and piping.
- Appendix_G is used for environmental cracking strategy rule sets for vessels, exchangers, tanks, and piping.
- Appendix_H is used for corrosion and cracking strategy rule sets for exchanger bundles and tubes.
- Appendix_I is used for plate corrosion and weld cracking strategy rule sets for storage tank bottoms.
Example: Appendix B
A Pressure Vessel called F0065-097 that has a Criticality Calculator Internal Corrosion DM needs to have recommendations generated. Appendix_B applies, since F0065-097 has a Criticality Item Type, DM, and Policy Input data that fit the criteria of the policy.
The following inputs are needed to satisfy the Appendix_B policy:
- Criticality item type in the RBI Criticality Analysis
- Inspection Priority (Unmitigated Risk) field in the associated RBI Degradation Mechanism
- Non-Intrusive Requirement Met field in the associated Criticality Int. Corr. Deg. Mech. Eval. record
- Estimated Half Life field in the associated Criticality Int. Corr. Deg. Mech. Eval. record
- General Corrosion field in the associated Criticality Int. Corr. Deg. Mech. Eval. record
Suppose asset F0065-097 has the following values:
| Field | Value |
|---|---|
| Criticality item type | Pressure Vessel |
| Inspection Priority | 10 |
| Non-Intrusive Requirement Met | No |
| Half-Life | 44.9651 years |
| General Corrosion | Yes |
Policies Used to Generate Recommendations
This topic provides a list of policies used by RBI Strategy Mapping groups to generate RBI Recommendations.
If you want to modify the design of a policy, you must be a member of the following Security Groups:
-
MI Policy Designer
-and-
- MI RBI Recommendation Policy Designer
If you want to view a policy, you must be a member of the following Security Groups:
-
MI Policy Viewer
-and-
- MI RBI Recommendation Policy Viewer
Criteria Used to Generate RBI Recommendations from RBI Analyses
The following table lists the criteria used by RBI Strategy Mapping Groups to determine the Policy that APM uses to select the Inspection Strategy. The selected Inspection Strategy is then used to populate the RBI Recommendation.
The following table provides a list of Policies that are used to generate RBI Recommendations.
| Policy Name | Degradation Mechanisms | Policy Inputs | Criticality Item Type | Applicable Logic Case Nodes |
|---|---|---|---|---|
| Appendix_B |
Criticality Calculator Internal Corrosion |
|
Any value except:
Note: Values associated with pressure relief devices are not excluded by the associated policy query. Instead, these criticality item types are not valid for an RBI Analysis whose degradation mechanism is Criticality Calculator Internal Corrosion.
|
|
|
Appendix_D |
Criticality Calculator Internal Corrosion |
|
Any of the following values:
|
|
| Appendix_E |
Criticality Calculator Internal Corrosion |
|
Note: Values associated with pressure relief devices are not excluded by the associated policy query. Instead, these criticality item types are not valid for an RBI Analysis whose degradation mechanism is Criticality Calculator External Corrosion.
|
|
| Appendix_F | Criticality Calculator External Corrosion |
|
Any value except:
Note: Values associated with pressure relief devices are not excluded by the associated policy query. Instead, these criticality item types are not valid for an RBI Analysis whose degradation mechanism is Criticality Calculator Internal Corrosion.
|
|
| Appendix_G |
Any of the following values:
|
|
Any value except:
|
|
| Appendix_H |
Any of the following values:
|
Note: The input value of Inner Pipe displayed in the Appendix_H policy is not considered for generating a recommendation.
| Heat Exchanger-Bundle |
|
| Appendix_I |
Any of the following values:
|
| Storage Tank Bottom |
|
| PRD_Strategies | Any of the following values:
|
| Any value associated with a pressure relief device. |
|
| Pipeline Inspection Strategy |
Any of the following values:
|
| Pipeline |
|
| Pipeline Cracking Inspection Strategy |
Any of the following values:
|
| Pipeline |
|
| TPD Inspection Strategy | Third Party Damage |
| Pipeline |
|
About Recommendation Generation for Inspection Group
An RBI Recommendation stores information about actions that should be performed to help mitigate the risk associated with a Degradation Mechanism (DM). You can generate RBI Recommendations for an Inspection Group when the Inspection Group is transitioned to an Implemented state.
An RBI Recommendation generated from an Inspection Group is linked to the following records:
- An Inspection Group record
- An Asset record, which defines the piece of an asset to which the recommendation applies
- An Inspection Plan, which is linked to the associated asset
- A Degradation Mechanism record, which defines the type of failure that the recommended action can help mitigate
- An RBI Criticality Analysis, which is used to create the grouping element
RBI Recommendations are recurring and can be linked to Inspection Tasks directly or from Asset Strategy Management (ASM) through Actions. These recommendations can be viewed in Inspection plan page for the Asset, and the RBI Asset Summary page for the Asset and RBI Analysis. These recommendations can be consolidated, superseded with other RBI Recommendations or Compliance Recommendations.
When an Inspection group is transitioned to an Implemented state, RBI recommendations are generated for all Representative and Represented Assets in an Inspection group. For RBI Recommendations to be generated, following conditions should be met for a grouping element belonging to the Inspection Group:
- Selected for Inspection is checked, or, Selected for Inspection is unchecked, and it is a represented Asset
- Exclude from Group is unchecked
There are two types of RBI Recommendations generated for an Inspection group.
- A Do not perform recommendation is generated for all Represented Assets. This RBI Recommendation has the field Is Do Not Perform Recommendations set to true.
- A Perform recommendation is generated for all Representative Assets. This RBI Recommendation has the field Is Do Not Perform Recommendations set to false.
Following two policies are used for generating recommendations for Inspection Groups. These policies can be viewed from the Policy Designer Overview page in the Module Workflow Policies section.
- CUI Insp Grouping Policy: This policy is used by an Inspection Group where the Corrosion Type is CUI.
- Internal Corrosion Insp Grouping Policy: This policy is used by an Inspection Group where the Corrosion Type is Internal Corrosion.
CUI Insp Grouping Policy
CUI Insp Grouping Policy generates recommendations for Criticality Calculator External Corrosion.
The following inputs are needed for the CUI Insp Grouping policy:
- Inspection Group: Inspection Group record being set to Implemented state
- Generate Recommendations: Boolean flag used to determine the type of recommendations being generated for the Inspection Group
| Policy Name | Degradation Mechanisms | Policy Inputs | Applicable Logic Case Nodes |
|---|---|---|---|
| CUI Insp Grouping Policy | Criticality Calculator External Corrosion |
|
|
CUI Insp Grouping Policy
Internal Corrosion Insp Grouping Policy
Internal Corrosion Insp Grouping Policy generates recommendations for Criticality Calculator Internal Corrosion.
The following inputs are needed for the Internal Corrosion Insp Grouping policy:
- Inspection Group: Inspection Group record being set to Implemented state
- Generate Recommendations: Boolean flag used to determine the type of recommendations being generated for the Inspection Group
The Internal Corrosion Grouping Policy returns Logic Case Node as its output. The return value from the “Logic Case Node” nodes in the policy are used as record identifier for the Inspection Strategy records used to generate the RBI Recommendations as per the risk category and Equipment Type.
| Policy Name | Degradation Mechanisms | Policy Inputs | Applicable Logic Case Nodes |
|---|---|---|---|
| CUI Insp Grouping Policy | Criticality Calculator External Corrosion |
|
|
| Logic Case Node | Risk | Equipment Type |
|---|---|---|
| LC_NOICPC | N/A | N/A |
| LC10 | High | Vessels, Tanks |
| LC25 | High | Piping |
| LC11 | Medium High | Vessels, Tanks |
| LC27 | Medium High | Piping |
| LC13 | Medium | Vessels, Tanks |
| LC29 | Medium | Piping |
| LC15 | Low | Vessels, Tanks |
| LC31 | Low | Piping |
Internal Corrosion Insp Grouping Policy
About Inspection Strategies for Generating RBI Recommendations
APM provides a set of baseline Inspection Strategies that are used to generate RBI Recommendations. In other words, RBI Recommendations that you create are populated automatically with values that are stored in the Inspection Strategies.
Before you can generate RBI Recommendations using Inspection Strategies, you must ensure that the Recommendation Creation Enabled check box is selected on the Global Preferences page.
APM uses an RBI Strategy Mapping Configuration record to determine which policy should be used to find the Inspection Strategy. Specifically, an RBI Strategy Mapping Configuration identifies the Policy to use based on:
- The value in the Criticality Item Type field in the source RBI Criticality Analysis.
- The RBI Criticality Analysis Family ID. This value identifies the Analysis family for which the Policy and Degradation Mechanism (DM) are valid.
Recommendation Generation
Scenario A: An associated RBI Criticality Analysis:
- Whose Criticality Item Type field contains the value Heat Exchanger-Bundle.
- That is linked to an RBI Degradation Mechanism whose Degradation Mechanism field contains the value Criticality Calculator Internal Corrosion.
Scenario B: An associated RBI Criticality Analysis:
- Whose Criticality Item Type field contains the value Storage Tank Bottom.
- That is linked to an RBI Degradation Mechanism whose Degradation Mechanism field contains the value Criticality Calculator Internal Corrosion.
The policy that will be selected in Scenario A is different from the Policy that will be selected in Scenario B.
The RBI Strategy Mapping Groups also define additional logic that determines the Inspection Strategy that should be used to populate the RBI Recommendation. This logic relies on the following items:
- Values stored in the source records that make up the RBI Criticality Analysis.
- Input nodes that exist in the selected Policy.
About Consolidating RBI Recommendations
If two or more RBI Recommendations that are associated with a single RBI Asset contain similar information, you can consolidate them into a single RBI Recommendation. The single RBI Recommendation that is created is called the master RBI Recommendation. The two or more RBI Recommendations that you have selected to consolidate are called source RBI Recommendations.
When you consolidate:
- The state of the master RBI Recommendation is set to Proposed.
- The state of the source RBI Recommendations is changed to Consolidated.
- The source RBI Recommendations are linked to the master RBI Recommendation.
The system consolidates RBI Recommendations that are associated with a single RBI Asset if they contain the same values in the following fields:
- Damage Mechanism
- Task Type
These values come from the Inspection Strategy that is linked to the RBI Criticality Analysis associated with the RBI Recommendation.
The values in the Damage Mechanism and Task Type fields, in addition to any other fields containing matching values, in the source RBI Recommendations will be used to populate the corresponding fields in the master RBI Recommendation. Additionally, the most conservative (i.e., lowest) value in the Recommended Interval Scope field among the source RBI Recommendations will match the value in the Recommended Interval Scope field in the master RBI Recommendation.
Example: Recommendation Consolidation
Suppose you want to generate RBI Recommendations for RBI Analysis A, RBI Analysis B, and RBI Analysis C, which have the following details:
| Field Name | RBI Analysis A | RBI Analysis B | RBI Analysis C |
|---|---|---|---|
| Degradation Mechanism | Criticality Calculator Internal Corrosion | Criticality Calculator Internal Corrosion | Criticality Calculator External Corrosion |
| Inspection Task Type | RBI - MED - EXCH TUBES | RBI - MED - EXCH TUBES | RBI - EXTERNAL - VERY HIGH |
| Recommended Inspection Interval | 90 | 120 | 180 |
In this case, four RBI Recommendations will be created. Since RBI Analysis A and RBI Analysis B are linked to an RBI Degradation Mechanism whose Degradation Mechanism value is Criticality Calculator Internal Corrosion, and the associated Inspection Strategies contain the same Inspection Task Type value, the RBI Recommendations generated from these records would be consolidated automatically into a single master RBI Recommendation. The state of the consolidated records is set to Consolidated, and the state of the master record is set to Proposed.
The following table lists the four RBI Recommendations that will be created as a result of the automatic RBI Recommendation generation process.
| State | Damage Mechanism | Task Type | Recommended Interval Scope |
|---|---|---|---|
| Consolidated | Criticality Calculator Internal Corrosion | RBI - MED - EXCH TUBES | 90 |
| Consolidated | Criticality Calculator Internal Corrosion | RBI - MED - EXCH TUBES | 120 |
| Proposed | Criticality Calculator Internal Corrosion | RBI - MED - EXCH TUBES | 90 |
| Proposed | Criticality Calculator External Corrosion | RBI - EXTERNAL - VERY HIGH | 180 |
Notice that two RBI Recommendations are set to Proposed. The recommendation with task type RBI - MED - EXCH TUBES is the master RBI Recommendation described in this topic, and the other is the RBI Recommendation that was created from the Inspection Strategy that was used for RBI Analysis C.
In the master RBI Recommendation, the value in the Recommended Interval Scope field is set to 90 because this is the most conservative (i.e., lowest) value that exists in the Recommended Inspection Interval field in the source RBI Recommendations.
About Archiving Analyses with Consolidated Recommendations
- The recommendations will remain in a consolidated state.
- The parent CREC Recommendations will transition to Archived state, if all source recommendations of the CREC Recommendation are linked to archived analyses.
- The parent CREC Recommendations will transition back to Proposed state, if any source recommendations of the CREC Recommendation are linked to active analyses.
- The Inspection Plan will be transitioned to Modified State.
About Archiving Analyses with Superseded Recommendations
When the state of the analysis is modified to Risk Completed, then the Analysis that was previously in Risk Completed state is moved to Archived.
- The recommendations will remain in a superseded state.
- The master recommendation will transition back to Proposed state.
- The Inspection Plan will be transitioned to Modified State
- The recommendations will transition to Archived State.
- The source superseded recommendations will remain in superseded state.
- The Inspection Plan will be transitioned to Modified State.
Access the Recommended Actions Pane
Procedure
- In the workspace, select
.The Recommended Actions pane appears, displaying any recommendations associated with the analysis.
Results
- For a Recommendation that is promoted to Asset Strategy Management (ASM), you can access the associated Asset Strategy by selecting the link in the Strategy ID column.
- You can use the functionalities of the Recommended Actions pane.
View RBI Recommendations Linked to an Inspection Plan
Procedure
Results
- For Recommendations associated with approved Inspection Plans, you can access the associated Asset Strategy in Asset Strategy Manager (ASM) by selecting the Open Strategy link.
- In the Recommended Actions table, you can perform the following actions:
- Modify the state of Recommendations to Supersede.
- Modify the state of Recommendations to Not Required.
- Delete Recommendations.
- Implement Recommendations as Inspection Tasks.
Create an RBI Recommendation Manually
Before You Begin
About This Task
Procedure
- In the Degradation Mechanisms section, select the row containing the DM to which you want to add a recommendation, and then select
.The Degradation Mechanisms section appears, displaying a list of DMs associated with the analysis.
A message appears, confirming that you have created a recommendation for the DM.
Results
- You can use the functionalities of the Recommended Actions pane.
- If, in the RBI Global Preference settings, the Enable Recommendation To be Generated at Created State check box is selected, recommendations will not be linked to the Inspection Plan until the related analysis is moved to the Risk Complete state and the Inspection Plan is generated.
Generate Recommendations for a Single RBI Criticality Analysis
Before You Begin
About This Task
Procedure
- Select
, and then select Generate Recommendations. The Create Recommendations window appears, asking you to confirm that you want to generate recommendations for the analysis.
Results
- You can use the functionalities of the Recommended Actions pane.
- If, in the RBI Global Preference settings, the Enable Recommendation To be Generated at Created State check box is selected, recommendations will not be linked to the Inspection Plan until the related analysis is moved to the Risk Complete state and the Inspection Plan is generated.
Generate RBI Recommendations for Multiple RBI Criticality Analyses
About This Task
This topic describes how to generate recommendations for all RBI Criticality Analyses linked to components within a single asset.
You can also:
- Create an RBI Recommendation manually.
- Generate Recommendations for a single RBI Analysis. This will generate Recommendations for all the Degradation Mechanisms (DMs) in the RBI Analysis.
Procedure
- Select , and then select Generate Recommendations.
The Create Recommendations window appears, asking you to confirm that you want to generate recommendations for the asset.
Results
- You can use the functionalities of the Recommended Actions pane.
- If, in the RBI Global Preference settings, the Enable Recommendation To be Generated at Created State check box is selected, recommendations will not be linked to the Inspection Plan until the related analysis is moved to the Risk Complete state and the Inspection Plan is generated.
Generate Recommendations for all Analyses in an Asset Hierarchy Level
About This Task
- Create an RBI Recommendation manually.
- Generate Recommendations for a single RBI Analysis.
- Generate Recommendations for all RBI Analyses linked to a single asset.
Procedure
- Select the check boxes next to the assets for which you want to generate recommendations. Tip: You can generate recommendations for all listed assets in the No Recommendations section by selecting
when all check boxes in the first column of the table are cleared. If you select the check box in the first row of the table, recommendations are generated for the analyses that appear in the current page in the No Recommendations section (up to 100 analyses can be displayed in a page). You cannot, however, generate RBI Recommendations for all analyses if the Asset Hierarchy level is set to Home. Generating recommendations will only apply to components that do not have recommendations. - Select .The Generate Recommendations window appears, asking if you want to consolidate recommendations for each Degradation Mechanism and Task Type.Tip: If you choose to consolidate recommendations, the recommendations generated during this process will be consolidated with existing recommendations. For more information on consolidating recommendations, consult recommendation consolidation in RBI 580 and RBI 581.
- Optionally, if you want to view the status of all bulk analyze operations, in the Risk Based Inspection Overview page, select
. The Schedule Logs page appears, displaying a list of all the operations in APM that are in progress, along with the percentages of completion. You can also access a list of operations that have been successful or have failed.
Results
- You can use the functionalities of the Recommended Actions pane.
- If, in the RBI Global Preference settings, the Enable Recommendation To be Generated at Created State check box is selected, recommendations will not be linked to the Inspection Plan until the related analysis is moved to the Risk Complete state and the Inspection Plan is generated.