FMEA Analyses

About FMEA

A Reliability Centered Maintenance (RCM) analysis evaluates a system with respect to its individual function to determine how to avoid functional failures. Failure Modes and Effects Analysis (FMEA) focuses on actual equipment and locations, and analyzes how each piece of equipment or location can fail and the effect of each failure. In other words, an RCM Analysis is conducted for the purpose of maintaining the function of a system. An FMEA Analysis is conducted for the purpose of maintaining the system itself.

Specifically, FMEA is a method used to identify the potential failures of equipment and locations, describing the possible effect of each failure, and implementing recommended actions for actions that can be taken to prevent the failures from occurring.

Access an Analysis

Procedure

  1. Access the FMEA Overview page.
  2. Select the Analyses tab.
    A list of analyses available in the database appears.
  3. In the Analysis Name column, select the link for the analysis that you want to view.
    In a new page, the Analysis workspace for the selected analysis appears.

    The pane contains a hierarchy of assets included in the selected analysis. When you select an asset, you will be able to view the hierarchy of the failure modes within the selected asset.

Create a New FMEA Analysis

About This Task

Procedure

  1. Access the FMEA Overview page.
  2. In the page, select Create New Analysis.
    In a new tab, the New FMEA Analysis page appears, displaying the Analysis Details section of the datasheet for the new analysis.
  3. As needed, enter values in the available fields.
  4. Select the System Definition tab, and then, as needed, enter values in the available fields.
  5. Select .
    The new analysis is saved.

Create an Analysis from a Template

Procedure

  1. Access the FMEA Overview page, and then select the Templates tab.
    The list of templates appears.
  2. Select the line in the grid containing the template from which you want to create an analysis, and then select .
    The Apply Template Builder window appears.
  3. Select Next.
    The Review Assets screen appears.
  4. Select Select Replacements.
    The Asset Finder window appears.
  5. Select beside the assets that you want to add to the template, and then select Done.
    Note: You are only able to add assets that have the same site assignment as the analysis you are creating.

    The Select Asset Replacements screen appears displaying the assets you newly added.

  6. Select Next.
    The Asset Replacement screen appears, displaying available failure modes for the template.
  7. Using the Asset Assignment drop-down lists, select how you want to replace each previous template asset, and then select Finish.
    The new analysis is created from the template.
    Note: All Secondary Actions from the template are also applied to the analysis.

Apply Asset Template on Analysis

Procedure

  1. Access the analysis to which you want to apply the asset template.
  2. In the workspace, select , and select Apply Template.
    The Template Application window appears.
  3. Select the asset template you want to apply to the analysis, and then select Next.
    The Select Assets window appears displaying all the assets that belong to the same site as analysis.
    Note: By default, the site for assets is set as the analysis site and you cannot modify this value.
  4. Select the assets in the Select Assets window, and then select Next.
    The Apply Template window appears that provides information about the template and the assets to which the template will be applied.
  5. Review the template and asset details, and then select Implement.
    The template application starts in the background and you can view the progress on the analysis window.

Modify an FMEA Analysis

About This Task

Procedure

  1. Access the analysis that you want to modify.
    In a new page, the Analysis workspace for the selected analysis appears.
  2. Select Analysis Details section.
  3. Select Datasheet.
  4. As needed, enter values in the available fields.
  5. Select .
    The changes to your analysis have been saved.

Copy and Paste Nodes in an Analysis or Template

Procedure

  1. Access an Analysis if you want to copy analysis nodes.

    -or-

    Access a Template if you want to copy template nodes.

    In a new page, the workspace for the selected analysis or template appears.

  2. In the pane, select the node that you want to copy.
    The button is enabled.
  3. Select .
    A menu appears.
  4. Select one of the following options:
    • Copy Selected Node: Copies only the selected node without any of the related records attached.
    • Copy Selected Node and Related Records: Copies the selected node as well as all related child records of that node.

      A message appears, confirming that the node has been copied.

  5. Select the node where you want to place the copied node.
    The button is enabled.
  6. Select .
    The copied node is pasted.

Promote an FMEA Analysis to Strategy

About This Task

Promoting an FMEA analysis to an ASM strategy creates risks and actions in a new strategy from corresponding failure effects and Recommended Actions in an FMEA analysis, respectively. Additionally, when you make subsequent changes to the original FMEA analysis, you can also promote those changes to the strategy.

Procedure

  1. Access an Analysis.
  2. In the workspace, select .
    A message appears, asking you to confirm that you want to promote all of the pending Recommended Actions to ASM.
  3. Select Yes.
    A progress indicator appears. Once the process is complete, the date and time of the last promotion appears.
    Note: If the process cannot be completed, an error message appears. All the Secondary Actions are also promoted from FMEA to ASM.

Export an FMEA Analysis

Procedure

  1. Access the FMEA Overview page.
  2. Select the Analyses tab.
    The Analyses section appears, displaying a list of available analyses.
  3. Select the check box next to the analyses that you want to export.
    The selected analyses are highlighted.
  4. Select , and then select Export.
    The Export to a File window appears.
  5. In the Please provide a File Name box, enter a name for the file.
  6. Select Export.
    The Jobs Log page appears, displaying a list of jobs in progress, including the export job that you have initiated just now. After the analyses are exported to an Excel workbook, the job appears in the Successful section.
    Note:
    • You can also export an analysis by accessing the analysis.
    • All Secondary Actions associated with the FMEA analysis are also exported.

Use State Controls in FMEA Analyses

About This Task

Procedure

  1. Access the analysis that you want to modify.
    In a new page, the Analysis workspace for the selected analysis appears.
  2. Select .
    The state control menu appears.
  3. Select Complete.
    The Complete action is highlighted.
  4. Select Done.
    The analysis is now in the Complete state.

Delete an FMEA Analysis

About This Task

Procedure

  1. Access the FMEA Overview page, and then select the Analyses tab.
    The list of analyses appears.
  2. In the list of analyses, highlight the line containing the analysis that you want to delete, and then select .
    A message appears asking you to confirm that you want to delete the analysis.
  3. Select Yes.
    The analysis is deleted.
    Note: You can also delete the analysis using the delete button under more options() while viewing the analysis that you want to delete.

Access a Reference Document

Procedure

  1. Access the analysis whose reference documents you want to access.
  2. In the workspace, select the Reference Documents tab.
    The Reference Documents section appears, displaying a list of reference documents.
    Tip: For more information, refer to the Manage Reference Documents section of the Record Manager module for additional options when working with reference documents.

Delete a Reference Document

Before You Begin

This topic assumes that you have Reference Documents already attached to your FMEA analysis.

Procedure

  1. Access the FMEA Overview page, and then select the Analyses tab.
    The list of analyses appears.
  2. Select the analysis for which you want to search reference documents.
    In a new tab, the Analysis workspace for the selected analysis appears.
  3. Select the Reference Documents tab.
    The Reference Documents section appears.
  4. Select the Reference Document that you want to delete, and then select .
    A window appears, asking if you want to delete the entity.
  5. Select Yes.
    Your reference document has been deleted.
    Tip: For more information, refer to the Manage Reference Documents section of the Record Manager module for additional options when working with reference documents.

Access an Asset

Procedure

  1. Access the analysis whose assets you want to access.
    In a new page, the Analysis workspace for the selected analysis appears.
  2. Select Analysis section.
  3. Select Assets.
  4. In the pane, select the asset that you want to access.
    The list of assets associated with the analysis are listed.
  5. In the Analysis Details pane, select the asset that you want to access.
    Tip: If needed, modify values in the available fields.

Filter FMEA Analyses by Asset

About This Task

APM features asset-centric navigation. To filter strategies by asset, please follow the instructions below.

Procedure

  1. Access the FMEA Overview page and then select the Analyses tab.
    The list of analyses appears.
  2. In the page, select .

    The Enter Parameter Values window appears.

  3. In the Asset field, select Home.
    The Hierarchy window appears.
  4. Filter the assets. You can search through both Hierarchy and Groups by selecting the tabs in the window.
    • Using the Hierarchy, you can navigate to the smallest level of asset. You can also select Search to find assets not connected to a strategy.
    • Using the Hierarchy, if you select , it will allow you to filter by Category, Class, and Type.
    • Using the Groups, if you select , it will allow you to search by Relationship and Hierarchy Filter.
  5. When you are finished filtering the assets, select Done.
    The Asset box is populated with the name of the selected asset.

Delete an Asset

Before You Begin

This topic assumes that you have a pre-established FMEA analysis with an asset that needs to be deleted.

Procedure

  1. Access the FMEA Overview page, and then select the Analyses tab.
    The list of analyses appears.
  2. Select the analysis whose asset you want to delete.
    In a new page, the Analysis workspace for the selected analysis appears.
  3. Select the asset that you want to delete.
    The selected asset is highlighted.
  4. In the workspace, select Delete button.
    A message appears, confirming that you want to delete the selected item.
  5. Select Yes.
    The asset is deleted.

Use the Decision Logic Builder in FMEA Failure Effects

Before You Begin

  • The Decision Logic Builder guides you step-by-step through answering questions that will result in suggestions for mitigating a given failure effect. After you use the Decision Logic Builder to determine which actions should be taken to mitigate the effects of the failure, you can create Recommended Actions.
  • The Decision Logic Builder will pose a series of Yes or No questions. When you complete all steps in the Decision Logic Builder, you will be presented with a recommended action that is based on your responses. You can then view a summary of your responses on the Decision Logic tab of the failure effect.
  • The Decision Logic Builder is based upon the concepts and decision diagrams in SAE Standard JA1012, "A Guide to the Reliability-Centered Maintenance (RCM) Standard." The process and terminology used in the Decision Logic Builder are described in more detail in this standards document. To use the Decision Logic Builder effectively, you will need to be familiar with this standard.
  • This topic assumes that you have a pre-established FMEA analysis with failure modes.

Procedure

  1. Access the Failure Effect for which you want to use Decision Logic.
  2. Select the Decision Logic tab.
  3. Select Yes or No to respond to the question.
    The next question is displayed immediately after you select the Yes or No button.
  4. Continue selecting Yes or No in response to each question that appears. The number of questions that are presented will depend upon your responses.
    When you have responded to all the questions, a suggested action will appear.
  5. Select Save button.
    Your responses are now saved.

Run Reports in FMEA

About This Task

Procedure

  1. Access the FMEA Overview page, and then select the Analyses tab.
    The list of analyses appears.
  2. Select the analysis in which you want to run a report.
    In a new page, the Analysis workspace for the selected analysis appears.
  3. Select the Analysis Details tab.
  4. Select the Reports tab.
    The Reports workspace appears.
  5. Select the report that you want to run.
    In a new page, the report opens and runs.