Implement Actions

About Implement Actions

In an asset strategy, actions define the work needed to mitigate the risks identified for an asset. That work is executed by implementing the actions, and the method by which you do this depends on the particular action and the APM module that is most suitable to use to execute the action.

Consider the following examples:

If you have an action called Check Lubricant, you may want to implement it by creating a new Lubrication Requirement, which would then be managed in Rounds Designer.
If you have an action called General Inspection, you may want to implement it with an Inspection Task, whose execution would then be managed in Inspection Management.
If you have an action with the description Review flow rate, pressure, and vibration for Pump 1, you may want to implement that action with a Health Indicator, which would then be displayed in Asset Health Manager to continuously monitor those items.

In an asset strategy, you can implement an action using one of the following means:

Calibration Task
Inspection Task
Proof Test Task
Rounds Classic
Rounds Pro Step
Lubrication Requirement
Measurement Location
Health Indicator
Policy Instance

In addition, you can:

Send actions to ASI for SAP, so that they can be implemented and executed in an SAP system.
Implement a strategy action as an associated General Recommendation to enable and track the execution of a one-time corrective action. You can also optionally generate a work request or notification in the EAM system.
View execution history for actions.

Access the Implement Actions Workspace

About This Task

Important: The Implement Actions workspace is accessible only if the asset strategy is Active or Modified.

Procedure

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

About Calibration Tasks

In the Implement Actions workspace, you can create corresponding calibration tasks for actions when you implement the actions. After you create the records, you can link to them from the Implement Actions workspace.

Create New Calibration Task

About This Task

Procedure

Access Implement Actions.
In the Implement Actions workspace, select the check box in the row containing the action you want to implement via new calibration task.
The action is highlighted.
Select the Implement menu, and then select Calibration Task.
The Implement Calibration Task window appears.
Select the Create New option, and then select Implement to create the new task.
A message appears, confirming that the action has been implemented successfully.

Results

A new calibration task is created.
In the Implement Actions workspace, in the Implementation column of the action you implemented, a hyperlink to the calibration task appears.

Link a Calibration Task

About This Task

Procedure

Access Implement Actions.
In the Implement Actions workspace, select the check box in the row containing the action you want to implement via calibration task link.
The action is highlighted.
Note: The selected action must have previously been implemented as a calibration task.
Select the Implement menu, and then select Calibration Task.
The Implement Calibration Task window appears.
Select the Link Existing option, and then select the action you want to link.
Select Implement to link to the existing calibration task.

Results

A new calibration task link is created.
In the Implement Actions workspace, in the Implementation column of the action you implemented, a hyperlink to the calibration task appears.

Link Existing Health Indicators

About This Task

In the Implement Actions workspace, you can link health indicator records when you implement the actions. Implementing an action as a health indicator enables the user to associate an Action with one or many Health Indicators used to monitor specific risks associated with the asset.

Procedure

Access Implement Actions.
In the Implement Actions 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 Monitor button from the menu.
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 was linked successfully.

Results

The health indicators are linked to the action.
In the Implement Actions workspace, in the Health Monitoring column of the action you implemented, a hyperlink to the health indicators record appears.
The Health Status indicator appears on the Strategy Details page of the strategy. 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.

About Inspection Tasks

In the Implement Actions workspace, you can create and link corresponding inspection tasks for actions when you implement the actions. After you create the records, you can link to them from the Implement Actions workspace.

Create New Inspection Task

About This Task

In the Implement Actions workspace, you can create corresponding inspection tasks for actions when you implement the actions. After you create the records, you can link to them from the Implement Actions workspace.

Procedure

Access Implement Actions.
In the Implement Actions workspace, select the check box in the row containing the action you want to implement via new inspection task.
The action is highlighted.
Select the Implement menu, and then select Inspection Task.
The Implement Inspection Task window appears.
Select the Create New option, and then select Implement to create the new task.
A message appears, confirming that the action has been implemented successfully.

Results

A new inspection task is created.
In the Implement Actions workspace, in the Implementation column of the action you implemented, a hyperlink to the inspection task appears.

Link an Inspection Task

About This Task

Procedure

Access Implement Actions.
In the Implement Actions workspace, select the check box in the row containing the action you want to implement via inspection task link.
The action is highlighted.
Note: The selected action must have previously been implemented as an inspection task.
Select the Implement menu, and then select Inspection Task.
The Implement Inspection task window appears.
Select the Link Existing option, and then select the action you wish to link to.
Select Implement to link to the existing task.

Results

A new inspection task link is created.
In the Implement Actions workspace, in the Implementation column of the action you implemented, a hyperlink to the inspection task appears.

About Proof Test Tasks

In the Implement Actions workspace, you can create and link a proof test task for actions when you implement the actions. After you create the records, you can link them to the Inspection task from the Implement Actions workspace.

Create a Proof Test Task

Procedure

Access Implement Actions.
In the Implement Actions workspace, select the check box in the row containing the action you want to implement via a new proof test task.
The action is highlighted.
Select the Implement menu, and then select Proof Test Task.
The Implement As Proof Test window appears.
Select Create New, and then select Implement.
A message appears, stating that the action has been implemented.

Results

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

Link a Proof Test Task

Procedure

Access Implement Actions.
In the Implement Actions 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.
Note: The selected action must have been previously implemented as a proof test task.
Select the Implement menu, and then select Proof Test Task.
The Implement As Proof Test window appears.
Select Link Existing, and then select the action to which you want to link the proof test task.
Select Implement.

Results

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

Create New Measurement Location or Lubrication Requirement Records

About This Task

In the Implement Actions 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 Actions workspace.

Procedure

Access Implement Actions.
In the Implement Actions 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 from the upper-right corner, and then select Rounds Classic.
The Implement Actions in the Rounds Classic 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 From Template 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.

Results

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

Apply Updates to Implemented Actions

Before You Begin

Modify action(s) as necessary. 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.
In the pane, select the Implement Actions tab.
The Implement Actions workspace appears.
In the Implement Actions workspace, select the actions that you modified and that 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.

Implement as Rounds Pro Step

About This Task

In the Implement Actions workspace, you can Create a Risk Without Any Context or in the Context of an Action to implement an action.

Create New from Template

Procedure

Access Implement Actions.
On the Implement Actions workspace, select the check box in the row containing the action to which you want to link a rounds pro step.
The action is highlighted.
Select the Implement drop-down menu, and then select Rounds Pro Step.
The Implement Action as Step(s) window appears with Create New From Template option pre-selected.
Select the Step Templates from the result grid and Select Next. Under the Number of Steps tab, enter the number of steps you want to create and then select Next.
Select the assets under Assign Asset tab, and then select Implement.
A message appears, confirming that the action has been implemented successfully.

Results

The newly created Steps from Step Templates is linked to the action.
In the Implement Actions workspace, in the Implementation column of the action you implemented, a hyperlink to all the step record appears.

Link To Existing Steps

Procedure

Access Implement Actions.
On the Implement Actions workspace, select the check box in the row containing the action you want to link a rounds pro step.
The action is highlighted.
Select the Implement drop-down menu, and then select Rounds Pro Step.
The Implement Actions as Step(s) window appears with Create New From Template option pre-selected.
Select Link to Existing option.

Note: Show Related Steps only is enabled which shows all the steps that are already linked to that particular asset. On switching the Show Related Steps Only tab, all the steps appear in the dialog.
Select the Steps from the result grid to link the action and then select Implement.
A message appears, confirming that the action has been implemented successfully.

Results

The Steps are linked to the action.
In the Implement Actions workspace, in the Implementation column of the action you implemented, a hyperlink to all the step record appears.

Unlink Implementations

About This Task

These steps describes how to unlink implementations.

Procedure

Access the Implement Actions 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.

Link Existing Tasks to Actions

About This Task

In the Implement Actions 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 Implement Actions.
On the Implement Actions 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 was linked successfully.

Results

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

Send Approved Actions to an ASI Package

Procedure

Access the Implement Actions section.
In the Implement Actions section, select the check box in the rows containing the implemented actions that you want to send to ASI, and then select the Implement drop-down menu.
Select ASI package from the list of available options.
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.

Filter Strategy Actions

Procedure

Access the Implement Actions section.
In the Implement Actions section, select the icon to open the Strategy Action Filters window .
Select the required filters and click Apply.
The required filters are applied to the list of Actions.

View Execution History for Actions

Procedure

Access Implement Actions.
In the Implement Actions workspace, select a link in the Action Name column for the row containing the action for which you want to view the execution history.
The <Action Name> window appears, displaying the Action History section that contains a list of execution history for the action.
Note: You can view the Active Work Order information for Actions, and the date when the work order was last completed.