Implement Actions from System Strategy

Access the Implement Workspace

Procedure

Access the ASM Overview page.
Select the System Strategies tab.
The System Strategies section appears, displaying a list of available system strategies.
Select the system strategy whose actions you want to implement.
The Strategy Summary workspace for the selected system strategy appears.
Select the Implement tab.
The Implement workspace appears.

Link Existing Tasks to Actions

About This Task

In the Implement workspace, you can link calibration and inspection tasks when you implement the actions.

Note:

To link an existing record, it cannot already be linked to another action.
For Inspection Tasks, records in the Completed or Rejected states cannot be selected for linking to the action.

Procedure

Access the Implement workspace.
In the Implement workspace, select the check box in the row containing the action you want to implement.
The action is highlighted.
Select the Implement drop-down menu, and then select either Calibration Task or Inspection Task.
A window appears with the Link Existing option selected, displaying a list of records you can link.
Select the row containing the calibration or inspection task that you want to link, and then select Implement.
A message appears, confirming that the task has been linked successfully.

Results

The calibration or inspection task is linked to the action.
In the Implement workspace, in the Implementation column of the action you implemented, a hyperlink to the calibration or inspection task appears.

Link Existing Health Indicators

About This Task

In the Implement workspace, you can link health indicator records when you implement the actions. Implementing an action with a health indicator creates a record in Asset Health Management that stores information used to determine the health of an asset.

Procedure

Access the Implement workspace.
In the Implement workspace, select the check box in the row containing the action which you want to implement with a health indicator record.

Note: You can only link one health indicator record per action.
Select the Implement drop-down menu, and then select Health Indicator.
The Link To Existing Health Indicator window appears, displaying a list of health indicators.
Select the row containing the record that you want to link, and then select Implement.
A message appears, confirming that the heath indicator has been linked successfully.

Results

The health indicator is linked to the action.
In the Implement workspace, in the Implementation column of the action you implemented, a hyperlink to the health indicator record appears.
The Health Status indicator appears on the Strategy Details page of the strategy whose action was implemented as health indicator. The indicator shows the overall status for the asset based on the health indicator diagnostics. The icons used to represent the health statuses are the same used in Asset Health Manager.

Link Existing Proof Test Task

About This Task

In the Implement workspace, you can link proof test task when you implement the actions.

Note: To link an existing record, it cannot already be linked to another action.

Procedure

Access the Implement workspace.
In the Implement workspace, select the check box in the row containing the action you want to implement via the proof test task link.
The action is highlighted.
Select the Implement drop-down menu, and then select Proof Test Task.
The Implement As Proof Test window appears displaying a list of records you can link.
Select Link Existing, and then select the action to which you want to link the proof test task.
Select Implement.
A message appears, confirming that the task has been linked successfully.

Results

A proof test task is linked to the action.
In the Implement workspace, in the Implementation column of the action you implemented, a hyperlink to the proof test task appears.

Create New Measurement Location or Lubrication Requirement Records

About This Task

In the Implement workspace, you can create corresponding measurement location and lubrication requirement records to implement an action. After you create the records, you can link to them from the Implement workspace.

Procedure

Access the Implement workspace.
In the Implement workspace, select the check box in the row containing the action you want to implement via a new Measurement Location or Lubrication Requirement record.
The action is highlighted.
Select the Implement drop-down menu, and then select Measurement Location or Lubrication Requirement.
The Implement Lubrication Requirement window or the Implement Measurement Location window appears, depending on which type of implementation you selected, displaying a list of measurement location or lubrication requirement records from Rounds to which you could link the action.
Select the Create New option.
A grid appears, displaying a list of available template types.
Select the template type you want to use, and then select Implement.
A message appears, confirming that the action has been implemented successfully.

Results

A new measurement location or lubrication requirement is created.
In the Implement workspace, in the Implementation column of the action you implemented, a hyperlink to the measurement location or lubrication requirement appears.

Link a Policy Instance

About This Task

In the Implement workspace, you can link a policy instance to implement an action. Policy instances are records that identify specific aspects you might want to monitor for an asset, in this case in accordance with actions which have already been identified for the associated asset strategy.

Procedure

Access the Implement workspace.
In the Implement workspace, select the check box in the row containing the action to which you want to link a policy instance.
The action is highlighted.
Note: An action may not be linked to more than one policy instance.
Select the Implement drop-down menu, and then select Policy Instance.
The Implement Policy Instance window appears.
Select the policy instance with which you want to implement an action, and then select Implement.
A message appears, confirming that the action has been implemented successfully.

Results

The policy instance is linked to the action.
In the Implement workspace, in the Implementation column of the action you implemented, a hyperlink to the policy instance record appears.

Link EAM Work Request

About This Task

In the Implement workspace, you can link EAM work request when you implement the action.

Procedure

Access the Implement workspace.
In the Implement workspace, select the check box in the row containing the action you want to implement with an EAM work request.
The actions are highlighted.
Select the Implement drop-down menu, and then select EAM Work Request.
The Implement as EAM Work Request window appears.
Select Send.
A message appears, confirming that the work request has been linked successfully.

Results

The EAM work request is linked to the action.
In the Implement workspace, in the Implementation column of the action you implemented, a hyperlink to the EAM work request record appears.

Create EAM Maintenance Plan Record

About This Task

In the Implement workspace, you can create corresponding EAM maintenance plan record to implement an action.

Procedure

Access the Implement workspace.
In the Implement workspace, select the check box in the row containing the action you want to implement via a new EAM maintenance plan record.
The actions are highlighted.
Select the Implement drop-down menu, and then select EAM Maintenance Plan.
The Implement as EAM Maintenance Plan window appears.
Select Create New, and then select Implement.
A message appears, confirming that the action has been implemented.

Results

The new EAM plan is created.
In the Implement workspace, in the Implementation column of the action you implemented, a hyperlink to the EAM maintenance plan appears.

Apply Updates to Implemented Actions

Before You Begin

Modify action(s) as necessary for the asset strategy that is linked to your system strategy. When you do so, the state assignment for the strategy is changed to Modified.

Procedure

Approve the strategy whose related actions you modified.
The strategy is changed back to the Active state.
Access the Implement workspace.
In the Implement workspace, select the actions that you modified and you want to update with their implementations, and then select .
The updates are applied to the implemented actions. If any updates were unsuccessful, the Errors window appears, which contains a list of the unsuccessful updates.

Unlink Implementations

About This Task

These steps describes how to unlink implementations.

Procedure

Access the Implement workspace.
Next to each implementation that you want to unlink, select the check box.
The selected implementations are highlighted.
Select .
A confirmation window appears.
Select Yes.
The selected implementations are unlinked.

Send Approved Actions to an ASI Package

Procedure

Access the Implement workspace.
In the Implement workspace, select the check box in the rows containing the implemented actions that you want to send to ASI, and then select .
The Send to ASI Package window appears, displaying a list of existing implementation packages that match the CMMS system of the Asset. By default, the Link Existing option is selected.
Note:
- The maximum amount of records that you can select for one implementation is 250.
- The button will be enabled only if one of the following conditions are satisfied:
  - The Asset is an equipment or a functional location.
  - The Asset has a CMMS system.
If you want to send the implemented actions to an existing ASI package, select the package to which you want to link them, and then select Send. Or, if you want to create a new ASI package and link the implemented actions to an existing ASI package, select Create New, then enter values in the available fields as needed, and then select Send.
A message appears, confirming that your items have been sent to ASI.

Delete a System Strategy

Procedure

Access the ASM Overview page.
Select the System Strategies tab.
The System Strategies section appears, displaying a list of system strategies.
Select the row containing the strategy that you want to delete, and then, in the section, select .
The Confirm Delete dialog appears, asking you to confirm that you want to delete the strategy.
Select Yes.
The strategy is deleted.
Note: You can also delete a strategy using the delete button () under option while viewing the strategy that you want to delete.