Family Field Descriptions | On-Premises APM

Asset Strategy Records

The following table provides an alphabetical list and description of the fields that exist in the Asset Strategy family. The information in the table reflects the baseline state and behavior of these fields.

This family is enabled for site filtering, which means that records in this family can be assigned to a specific site and will only be accessible to users who are assigned to the same site and have the appropriate license and family privileges. For more information, refer to the Sites section of the documentation.


Field	Data Type	Description	Behavior and Usage
Description	Text	A description of the strategy.	The Text Editor window appears, on which you can enter a description.
Plan Length	Numeric	The number of years for which you want to calculate costs.	This value will be used to determine the number of datapoints (bars) on the Cost Projection graph.
Risk Analysis Type	List	A value that indicates whether the strategy results (shown in the graphs) are based on an ASO Analysis or not.	The field will contain one of the following values: Simulation: The strategy results are based on an ASO Analysis. Qualitative: The strategy results are not based on an ASO Analysis. Note the following about the Risk Analysis Type field: If the Asset Strategy has never been used to create an ASO Analysis and is not included in an ASO Analysis, the value will be set to Qualitative, and the field will be disabled. If you create an ASO Analysis from the Asset Strategy or include the Asset Strategy in an ASO Analysis by creating an analysis from a System Strategy that includes the Asset Strategy, the value will be changed automatically to Simulation. If the Asset Strategy was used to create an ASO Analysis, the value will be set to Simulation, and the field will be enabled. If needed, you can change the value to Qualitative to update the strategy results so that they are no longer based on the ASO Analysis. If you change the value to Qualitative, the ASO Analysis will not be deleted or unlinked from the Asset Strategy. If the Asset Strategy is included in an ASO Analysis but was not used to create the analysis, the value will be set to Simulation, and the field will be disabled. The value will be changed automatically to Qualitative only if the Risk Analysis Type in the System Strategy that includes the Asset Strategy is set to Qualitative.
Strategy ID	Character	The ID of the strategy.	Does not have to be unique.
Strategy Notes	Text	Any additional information you want to provide about the strategy.	The Text Editor window appears, on which you can enter any notes.
Strategy Re-Evaluation Date	Date/Time	The date on which you want to reevaluate the strategy.	Cannot be before the Activated By date.

Strategy Template Records

The following table provides an alphabetical list and description of the fields that exist in the Strategy Template family. The information in the table reflects the baseline state and behavior of these fields.

This family is not enabled for site filtering, which means that records in this family can be accessed by any user with the appropriate license and family privileges. For more information, refer to the Sites section of the documentation.


Field	Data Type	Description	Behavior and Usage
Criticality	Character	The degree to which an asset is functionally or economically important.	This field is read-only and populated automatically.
Description	Text	A description of the Asset Strategy Template.	The Text Editor window appears, on which you can enter a description.
Duty	Character	The duty cycle context under which the asset is operating (for example, continuous or standby).	This field is read-only and the value is populated by the APT template data load.
Risk Matrix	List	A list that contains the Record IDs of the Risk Matrix records that exist in the database.	This field is disabled after the Asset Strategy Template record is saved.
Service	Character	The process and environmental conditions under which the asset is operating.	This field is read-only and the value is populated by the APT template data load.
Template Evaluation Date	Date/Time	The date on which you want to reevaluate the Asset Strategy Template.	Cannot be before the Activation date.
Template ID	Character	The ID of the Asset Strategy Template.	Template ID does not need to be unique.
Template Notes	Text	Any additional information you want to provide about the Asset Strategy Template.	The Text Editor window appears, on which you can enter any notes.

System Strategy Records

The following table provides an alphabetical list and description of the fields that exist in the System Strategy family. The information in the table reflects the baseline state and behavior of these fields.

This family is enabled for site filtering, which means that records in this family can be assigned to a specific site and will only be accessible to users who are assigned to the same site and have the appropriate license and family privileges. For more information, refer to the Sites section of the documentation.


Field	Data Type	Description	Behavior and Usage
Description	Text	A description of the System Strategy.	The Text Editor window appears, on which you can enter your description.
Risk Analysis Type	List	A value that indicates whether the strategy results (shown in the graphs) are based on an ASO Analysis or not.	The field will contain one of the following values: Simulation: The strategy results are based on an ASO Analysis. Qualitative: The strategy results are not based on an ASO Analysis. Note the following about the Risk Analysis Type field: If the System Strategy has never been used to create an ASO Analysis and is not included in an ASO Analysis, the value will be set to Qualitative, and the field will be disabled. If you create an ASO Analysis from the System Strategy, the value will be changed automatically to Simulation. If the System Strategy was used to create an ASO Analysis, the value will be set to Simulation, and the field will be enabled. If needed, you can change the value to Qualitative to update the strategy results so that they are no longer based on the ASO Analysis. If you change the value to Qualitative, the ASO Analysis will not be deleted or unlinked from the System Strategy. If the System Strategy is included in an ASO Analysis but was not used to create the analysis, the value will be set to Simulation, and the field will be disabled.
System ID	Character	The ID of the System Strategy.	Does not have to be unique. This field is required.

Action Records

The following table provides an alphabetical list and description of the fields that exist in the Action family. The information in the table reflects the baseline state and behavior of these fields.

This family is enabled for site filtering, which means that records in this family can be assigned to a specific site and will only be accessible to users who are assigned to the same site and have the appropriate license and family privileges. For more information, refer to the Sites section of the documentation.


Field	Data Type	Description	Behavior and Usage
Action Basis	Text	The basis for the action being created.	This is not a required field.
Action ID	Character	The ID of the action.	Populated automatically from the name of the associated strategy when the action is created.
Action Type	List	The type of action you are creating.	Use the drop-down list to select the type of action.
Condition Monitoring Type	List	The type of condition monitoring for the action.	This field becomes active after the associated strategy is moved to an Active state.
Cost	Numeric	Cost to execute the action in US dollars.	Every time the action is performed, this amount is factored into the Annual Cost and Cost Projection graphs.
Cost Basis	Text	Description to justify cost of performing action.	Enter basis for the cost of carrying out the action each time.
Description	Text	A description for the action.	This is not a required field.
Existing Plan	Boolean	Is this action part of an existing plan?	Select the check box if the action is part of an existing plan.
Interval	Numeric	The number of the interval unit corresponding to how often the action should be performed.	This value corresponds with Interval Units to give the complete frequency with which the action should be performed.
Interval Units	List	The unit of the interval corresponding to how often the action should be performed.	This value corresponds with Interval to give the complete frequency with which the action should be performed.
Mandatory	Boolean	The action is required.	This check box is filled if the action is a required action.
Name	Text	A name for the action.	This is a required field.
Nonrecurring	Boolean	Should the action be on a recurring basis or only once.	Select the check box if you only want the action performed once instead of on a recurring basis.
Performance Interval	Numeric	Reference value for the interval of the performance of the action.	The values in the Performance Interval field is not used in any calculations in ASM. You can use them as reference values, but no logic is executed based on the values. All calculations that require an interval are based on the values in the Interval field and the Interval Units field.
Performance Interval Units	List	Reference value for the interval units of the performance of the action.	The values in the Performance Interval Units field is not used in any calculations in ASM. You can use them as reference values, but no logic is executed based on the values. All calculations that require an interval are based on the values in the Interval field and the Interval Units field.
Recommended Resource	Text/List	A custom entry for a resource to execute action.	Use the drop-down list and enter text into the add caption box that corresponds to the custom resource.
Shutdown Required	Boolean	Is shutdown required after performing the action?	Select the check box to flag for an equipment shutdown after the action is applied.
Target Completion Date	Date/Time	Target date for the action to be executed.	Use the date/time selectors to select the date and time by which the action must be executed.

Risk Records

The following table provides an alphabetical list and description of the fields that exist in the Risk family. The information in the table reflects the baseline state and behavior of these fields.

This family is enabled for site filtering, which means that records in this family can be assigned to a specific site and will only be accessible to users who are assigned to the same site and have the appropriate license and family privileges. For more information, refer to the Sites section of the documentation.


Field	Data Type	Description	Behavior and Usage
Main
Description	Text	A description for the risk.	This is not a required field.
Financial Risk	Numeric	The numeric value for the total unmitigated financial risk for the asset.	This value is calculated from the risk assessment performed by the user on the risk matrix.
Name	Text	A name for the risk.	This is a required field.
Risk Basis	Text	The basis for the risk being created.	This is not a required field.
Risk ID	Character	The ID of the risk.	Populated automatically from the name of the associated strategy when the risk is created.
Risk Rank	Numeric	The numeric value for the total unmitigated risk across all categories for the asset.	This value is calculated by APM. The calculation is done based on the user-provided values in the unmitigated risk assessments performed on the risk matrix.
Detail
Condition	Text	The condition of the associated asset.	This is not a required field.
Failure Cause	Text	The cause of the failure.	This is not a required field.
Failure Mode	Text	The failure mode linked to the risk.	This field is automatically populated with the failure mode associated with the asset strategy.
Maintainable Item	Character	An item from an EAM system, failure codes, etc.	This value is based on an indexing system outside of APM, and therefore must be entered manually.
PF Interval	Numeric	The interval value for potential to failure of the asset.	Enter the number of the interval to be combined with the PF Interval Units.
PF Interval Units	List	Unit of measurement for the potential to failure of the asset.	The field will contain one of the following values: Minutes Hours Days Weeks Months Years

EAM Plan Records

The following table provides an alphabetical list and description of the fields that exist in the EAM Plan Records family. The information in the table reflects the baseline state and behavior of these fields.

This family is enabled for site filtering, which means that records in this family can be assigned to a specific site and will only be accessible to users who are assigned to the same site and have the appropriate license and family privileges. For more information, refer to the Sites section of the documentation.


Field	Data Type	Description	Behavior and Usage
EAM System ID	Character	The unique ID of the EAM System source.	This field is disabled and populated automatically.
Equipment	Character	The ID of the associated Equipment.	This field is disabled and populated automatically.
Functional Location	Character	The ID of the associated Functional Location.	This field is disabled and populated automatically.
Item Change Date	Date	The date on which the EAM Maintenance item was last modified.	This field is disabled and populated automatically.
Item Created Date	Date	The date on which the EAM Maintenance Item was created.	This field is disabled and populated automatically.
Item Description	Character	The unique ID of the EAM Maintenance Item.	This field is disabled and populated automatically.
Item ID	Character	The unique ID of the EAM Maintenance Item.	This field is disabled and populated automatically.
Item Long Text	Text	The long description of the EAM Maintenance Item.	This field is disabled and populated automatically.
Plan Call Horizon	Numeric	A numeric description of the EAM Plan.	This field is disabled and populated automatically.
Plan Category	Character	The associated category of the EAM Plan.	This field is disabled and populated automatically.
Plan Change Date	Date	The date on which the EAM plan was last modified.	This field is disabled and populated automatically.
Plan Created Date	Date	The date on which the EAM Plan was created.	This field is disabled and populated automatically.
Plan Description	Character	The short description of the EAM Plan.	This field is disabled and populated automatically.
Plan ID	Character	The unique ID of the EAM Plan.	This field is disabled and populated automatically.
Plan Interval	Numeric	The numeric interval for the plan.	This field is disabled and populated automatically.
Plan Interval Units	Character	The unit of measure for the associated interval of the plan.	This field is disabled and populated automatically.
Plan Long Text	Text	The long description of the EAM Plan.	This field is disabled and populated automatically.
Plan Start Date	Date	The date on which the EAM Plan will begin.	This field is disabled and populated automatically.
Plan Strategy	Character	Indicates the strategy plan value for plans that are not based on a cycle.	This field is disabled and populated automatically.
Task List Change Date	Date	The last modified date for the EAM Task List.	This field is disabled and populated automatically.
Task List Created Date	Date	The date on which the EAM Task List was created.	This field is disabled and populated automatically.
Task List Description	Character	The short description of the EAM Task List.	This field is disabled and populated automatically.
Task List ID	Character	The unique identifier of the EAM Task List.	This field is disabled and populated automatically.

EAM Plan Details Records

The following table provides an alphabetical list and description of the fields that exist in the EAM Plan Details Records family.

This family is enabled for site filtering, which means that records in this family can be assigned to a specific site and will only be accessible to users who are assigned to the same site and have the appropriate license and family privileges. For more information, refer to the Sites section of the documentation.


Field	Data Type	Description	Behavior and Usage
EAM System ID	Character	The unique ID of the EAM System source.	This field is disabled and populated automatically.
Operation Change Date	Date	The date on which the EAM Operation was last modified.	This field is disabled and populated automatically.
Operation Control Key	Date	The control key of the EAM Operation.	This field is disabled and populated automatically.
Operation Created Date	Date	The creation date for the EAM Operation.	This field is disabled and populated automatically.
Operation Description	Character	The short description of the EAM Operation.	This field is disabled and populated automatically.
Operation ID	Character	The unique ID of the EAM Plan.	This field is disabled and populated automatically.
Operation Long Text	Text	The long description of the EAM Operation.	This field is disabled and populated automatically.
Package Intervals	Character	The selected intervals from the Maintenance Package for the Operation.	This field is disabled and populated automatically.
Shortest Package Interval	Numeric	The shortest interval from the Maintenance Package for the Operation.	This field is disabled and populated automatically.
Shortest Package Interval Unit of Measure	Character	The interval unit of measure for the shortest interval from the Maintenance Package for the Operation.	This field is disabled and populated automatically.
Task List ID	Character	The unique ID of the EAM Task List.	This field is disabled and populated automatically.