Admin

Access the Global Preferences Workspace

Before You Begin

You can access the Global Preferences workspace only if you are a member of the MI RBI Administrator Security Group or a super user.

Procedure

In the Applications menu, navigate to ADMIN > Application Settings > Risk Based Inspection.

The RBI Admin Preferences page appears, displaying the Global Preferences workspace.
If you want to modify the value in a field:
1. Select .
  All the fields in the workspace are enabled.
2. As needed, modify values in the available fields.
3. Select .
The value in the field is modified.

About Global Preferences

About RBI Preferences

The Global Preference settings for Risk Based Inspection contain items for the following settings:

Allow Override of Calculated Unmitigated Risk Values: By default, the unmitigated risk is calculated automatically and displayed on a Degradation Mechanism datasheet which you cannot modify. If you use a custom calculator to calculate unmitigated risk and display it on the Risk Matrix and you want to allow the users to modify the calculated unmitigated risk, then you must select this check box.
Use Interpolation for Stress Reference Tables: If you select this check box, linear interpolation is used to calculate the allowable stress based on the value in the Design Temperature field.
Note: In RBI 581 Risk Analysis, linear interpolation is also used to calculate the flow stress based on the value in the Yield Strength and Tensile Strength fields.
If you do not select this check box, and the value in the Design Temperature field is not an exact match of the metal temperature value available in the stress table, the value in the Allowable Stress is populated based on the following conditions:
- If the design temperature is less than the highest temperature available in the stress table, the next highest temperature value is used to determine the allowable stress value.
- If the design temperature is greater than the highest temperature available in the stress table, the allowable stress value for the highest temperature is populated from the stress table.
By default, this check box is cleared.
Enable Suggestion of Potential Degradation Mechanism: If you select this check box, the APM will suggest Potential Degradation Mechanisms (PDMs) for RBI Components based on the data provided at the component level. You can view and link suggested PDMs to their RBI Components.
Recommendation Creation Enabled: If you select this check box, you can create RBI Recommendation records in RBI. By default, this check box is selected. If you want to recommend actions and manage mitigated risk in ASM, you must modify the baseline configuration by clearing this check box.
Note: When you select this preference, the Use Alternative Inspection Plan Process preference is automatically cleared.
Enable Recommendations to be Generated at Created State: Ideally, you must generate Recommendations only for analyses in Risk Completed state. If, however, you want to generate Recommendations for analyses in Created state, you must select this check box.

If you select this check box:
- You can create Recommendations for an analysis in the Created state.
- You cannot create Recommendations for an analysis in the Risk Completed state.
By default, this check box is cleared. You can select it only if the Recommendation Creation Enabled check box is selected.
Implement Recommended Actions to Tasks in ASM: This setting allows you to specify where the recommended actions are implemented.
- If you select this check box, the RBI sourced Recommended Actions are implemented in Tasks in ASM.
- If you do not select this check box, the RBI sourced Recommended Actions are implemented in Tasks in the Inspection Plan page for the Asset.
Note: This setting is mapped to the Implement Recommended Actions to Tasks in ASM setting in the Inspection Management module. Any change in this setting is updated to the corresponding setting in the Inspection Management module.
Use Alternative Inspection Plan Process: If you select this check box, the APM creates Inspection Plan details instead of creating the RBI recommendations within the Inspection Plan. This setting allows you to finalize the implementation plan as part of this workflow.
Note:
- When you select this preference, the Recommendation Creation Enabled preference is cleared automatically.
- After selecting this preference, you must select Update Inspection Plan on pre-existing Inspection Plans to the generate Inspection Plan Details.
Consider Half-Life when Determining Inspection Task Interval: This setting determines how the Desired Interval field in ASM action is populated.
The value in the Desired Interval field in ASM action is determined by the minimum values of the following fields:
- RBI Recommendation Interval Scope Value
- RBI Half-Life from Criticality Calculator Internal Corrosion
- TM Half-Life of the Asset
You can select this check box only if the Thickness Monitoring license is active. By default, this check box is cleared.
Enable Inspection Grouping: If you select this check box, the Inspection Grouping workflow is enabled and the Open Inspection Group button appears in the Process Units section of the Risk Based Inspection Overview page.
Enable Leak Size Based on Degradation Mechanism: If you select this check box, the Leak Size used during the Consequence Evaluation will be based on the related Degradation Mechanisms, not Equipment Type. You must add Degradation Mechanism Leak Size records for each Degradation Mechanism. If you do not provide a value for a Degradation Mechanism, a default value of the minimum of the Diameter and 16 inches will be considered.
If you select this check box, the RBI Criticality Analysis calculation will look up all related Degradation Mechanisms in the Degradation Mechanism Leak Size reference table. The maximum Leak Size for the Degradation Mechanisms will be used in the Criticality Consequence Evaluation calculation.
Evaluate all RBI 581 Risk Targets: This setting allows you to enable or disable Evaluation of All Risk Targets. When you enable the Evaluation of All Risk Targets feature and calculate an RBI 581 analysis, the Safety Health and Environmental (SHE) Risk, the Financial Risk, and the Damage Factor targets are evaluated to determine a new value in the Target Inspection Date field. The Target Inspection Date field is then used to determine the value in the Driving Risk Target field, and the value for Driving Risk Target field is set to the risk target that has the most conservative Target Inspection Date value. The resulting target and Target Inspection Date are also used to determine mitigation of risk.
Use Corrosion Rate Adjustment Factors for External Corrosion Damage Mechanisms: As part of API 581, 3^rd edition, Addendum 2, Corrosion Rate Adjustment Factors have been updated to only be applied when the Selected Corrosion Rate is Calculated on 581-Ferritic Component Corrosion Under Insulation and 581-Ferritic Component Atmospheric Corrosion Damage Mechanisms. Select this option if you want the factors to be applied regardless of the selected corrosion rate as they were in APM V5.0.0.0.0 and earlier.
Hide Financial Risk on RBI Risk Card: If you select this check box, financial risk will not be displayed on the risk card in the RBI 581 Risk Analysis workspace if the component type is not Storage Tank Bottom.
Inspection Planning by Damage Mechanism: If you select this check box, Inspection planning will be performed on each Damage Mechanism individually while calculating the RBI 581 Risk Analysis. Recommended Actions and Inspection Plan Details will be generated based on the Recommended Inspection Effectiveness and Target Inspection Date of each Damage Mechanism. In addition to the Damage Mechanism planning, Inspection planning will be calculated at the analysis level based on the driving damage mechanism.

Important: With the exception of modifying your administrative settings to use new functionality, you should not modify the administrative settings after you have configured them, and the users have started creating RBI Analyses using those settings.

About RBI Overview Preferences

The RBI Overview Preference settings for Risk Based Inspection contains the following settings:

Hide RBI Risk Matrix: This setting determines the visibility of the RBI RiskMatrix on RBI 580 Analyses.
RBI Analysis Type Preference: This setting determines the preferred RBI Analysis methodology. This preference is used to filter analyses displayed in the RBI Asset Overview, RBI Corrosion Loop Overview, the Evergreening workspace and the Export workspace.
RBI Overview Graph Preference: This allows you to specify which type of analyses to be used to plot risk values on the graphs that appear in the Component Overview section in RBI.
You can select one of the following values in the drop-down list box:
- RBI 580: If you select this value, the risk values of only RBI Criticality Analyses, RBI PRD Criticality Analyses, and RBI Pipeline Analyses are plotted.
- RBI 581: If you select this value, the risk values of only RBI 581 Risk Analyses are plotted.
- 580 and 581: If you select this value, the risk values of all types of analyses in RBI are plotted.
RBI Overview Table Preference: This setting allows you to add or remove the columns displayed in the Component Overview page. This section contains two tables:
- RBI 580 Selected Columns: Displays the RBI 580 columns that are selected to display. You can select any field available in the RBI Criticality Analysis family. By default, the Driving Inspection Priority (Unmitigated Risk) and Risk Category columns are selected.
  Note: You can see this table only if you have an active Risk Based Inspection license.
- RBI 581 Selected Columns: Displays the RBI 581 columns that are selected to display. You can select any field available in the RBI 581 Risk Analysis family. By default, the Total SHE Risk -RBI Date column is selected.
  Note: You can see this table only if you have an active RBI 581 license.

Configure RBI Overview Preferences

About This Task

The RBI Overview Preferences allow you to configure the RBI graphs and table preferences in the Asset Overview, Component Overview, Corrosion Loop Overview, and Process Unit Overview sections.

Procedure

Access the Global Preferences workspace..
Select RBI Overview Preferences.
The RBI Overview Preferences workspace appears.
Select .
All the fields in the section are enabled.

As needed, modify values in the following fields:

Option	Description
Hide RBI 580 Risk Matrix	This setting determines the visibility of the RBI Risk Matrix on RBI 580 Analyses.
RBI Analysis Type Preference	This setting determines the preferred RBI Analysis methodology. This preference is used to filter analyses displayed in the RBI Asset Overview, RBI Corrosion Loop Overview, the Evergreening workspace, and the Export workspace.
RBI Overview Graph Preference	This setting allows you to specify which types of analyses should be used to plot risk values on the graph that appears in the Component Overview sections in RBI. You can select one of the following values: RBI 580: If you select this value, the risk values of only RBI Criticality Analyses, RBI PRD Criticality Analyses, and RBI Pipeline Analyses are plotted. RBI 581: If you select this value, the risk values of only RBI 581 Risk Analyses are plotted. 580 and 581: If you select this value, the risk values of all types of analyses in RBI are plotted. None: If you select this value, no graph is displayed.
RBI Overview Table Preference	This setting allows you to add or remove the columns displayed in the Component Overview page. This section contains two tables: RBI 580 Selected Columns: Displays the RBI 580 columns that are selected to display. You can select any field available in the RBI Criticality Analysis family. By default, the Driving Inspection Priority (Unmitigated Risk) and Risk Category columns are selected. Note: You can see this table only if you have an active Risk Based Inspection license. RBI 581 Selected Columns: Displays the RBI 581 columns that are selected to display. You can select any field available in the RBI 581 Risk Analysis family. By default, the Total SHE Risk - RBI Date column is selected. Note: You can see this table only if you have an active RBI 581 license.

To add a column in the overview pages
1. Select in the table for the family where you want to add the column.
  The list of all the available fields within the family appear.
2. Select the column that you want to add.
  The column is added to the list.
To remove a column from the overview pages
1. Next to the column name, select .
  The column is removed from the list.
Select .
The RBI Overview Preferences are updated.

About Configuring Multiple Degradation Mechanisms (DMs) for a Single RBI Criticality Analysis

The baseline RBI workflow uses one driving Internal Corrosion and one driving External Corrosion DM per RBI Criticality Analysis. The driving DM that is used for an RBI Criticality Analysis has the highest corrosion rate.

Your organization, however, may choose to rename Internal Corrosion and External Corrosion DMs or to add multiple Internal Corrosion DMs for a single RBI Criticality Analysis.

Prior to using multiple Internal Corrosion DMs or a configured External Corrosion DM, you must complete the following steps:

Add the configured DMs to the Degradation Mechanism Types System Code Table.
Set up PDMs for configured DMs.
Set up Risk Mapping for configured DMs.
Set up RBI Strategy Mapping for configured DMs.
Update the Non-Intrusive Requirement Met query.

Expected Recommendation Behavior

When you use configured External Corrosion and/or multiple Internal Corrosion DMs for a single RBI Criticality Analysis, the expected behavior for some of the fields differs from that of an analysis driven by a baseline DMs. The following baseline field behaviors are affected by the use of configured DMs:

Recommended Interval Value for Recommendations

For a Recommendation generated for an Internal Corrosion DM, the Recommended Interval value is mapped from the corresponding Internal Corrosion DME.
For a Recommendation generated for an External Corrosion DM, the Recommended Interval value is:
- Mapped from the corresponding External Corrosion DME when Appendix F is used to generate the Recommendation.
- Mapped from the most conservative Half-Life from all Internal Corrosion DMEs linked to the Analysis when Appendices H or I are used to generate the recommendation.
For a Recommendation generated for a Cracking DM, the Recommended Interval is mapped from the most conservative Half-Life from all Internal Corrosion DMEs linked to the Analysis.

Half-Life Input to Policies (Appendices G, H, and I) in Strategy Mapping

For a Recommendation generated for an Internal Corrosion DM, the Half-Life policy input value is mapped from the corresponding Internal Corrosion DME.
For a Recommendation generated for a Cracking or External DM, the Half-Life policy input value is mapped from the most conservative Half-Life from all Internal Corrosion DMEs linked to the Analysis.

Action Interval

When you select the Consider the Half-Life when Determining Inspection Task Interval field on the RBI Global Preferences workspace, the interval for the action associated with an Internal DM is set to the Half Life of the correspond Internal Corrosion DME unless the Recommendation Interval is less than the Half-Life value.

Enable Inspection Grouping

Procedure

Access the Global Preferences workspace.
Select .

The boxes and check boxes in the Global Preferences workspace are enabled. is replaced with .
Select the Enable Inspection Grouping check box.
Select .
The setting is saved, along with any other changes that you have made to the preferences in the Global Preferences workspace.

Access RBI 580 Flexible Calculation Preferences

Procedure

Access the Global Preferences Workspace.
Select RBI 580 Flexible Calculation Preferences.
The RBI 580 Flexible Calculation Preferences section appears.
As part of the flexible calculation preference, you can do the following tasks:
- Create or update Flexible Calculation Configurations
- Create or update Flexible Calculation Validations
- Create or update Flexible Calculation Output Preferences

Create a Flexible Calculation Configuration

You can create a custom calculation configuration to override the baseline RBI 580 calculation.

Before You Begin

Make sure that a policy is created for the custom calculation.

Procedure

Access RBI 580 Flexible Calculation Preferences.
In the Flexible Calculation Configuration section, select .
A new RBI Flexible Calculation Configuration datasheet appears, displaying the Master section.
In the Master section:
1. In the Analysis Family box, select the analysis type that you want to customize.
  
  Note: Currently, APM supports customization of only RBI Criticality Analysis.
2. In the Action box, select the action that you want to perform as part of the customization. The supported actions are:
  - Degradation Mechanism Evaluation Calculation
  - Consequence Evaluation Calculation
  - Degradation Mechanism Roll-Up
  - Analysis Roll-Up
  Based on the selection, the Action Family box is populated with possible family names.
3. In the Action Family box, select the family that you want to customize.
4. In the Policy Name box, select the policy that must be used for the calculation.
  The Policy Link field is updated with the link to the policy.
5. Optional: Select the link in the Policy Link box.
  The policy is displayed in the Policy Designer workspace.
6. In the Sequence box, enter the order in which the policy must be executed.
  Note: Sequence is grouped by Action and Action Family. If there is only one policy for each Action and Action Family combination, enter 1.
Select the Detail tab.
The Detail section of the Flexible Calculation Configuration datasheet appears.
Enter the following information:
- In the Input Entity Family box, select the family of the Input Entity that you want to include in the custom policy.
- In the Policy Node Name box, enter the name of the Entity node in the policy to which you want the input entity mapped.
Select .
- The flexible calculation configuration record is created.
- The new configuration record appears in the Flexible Calculation Configuration section.
- The Manage Configuration Details link appears, which allows you to modify the record.

Create a Flexible Calculation Validation

You can create a custom validation configuration to override the baseline validation performed before the RBI Criticality Analysis calculation.

Before You Begin

Make sure that a policy is created for the configured validation.

Procedure

Access RBI 580 Flexible Calculation Preferences workspace.
Select the Flexible Calculation Validation tab.
The Flexible Calculation Validation section appears.
Select .
A new Flexible Calculation Validation datasheet appears, displaying the Master section.
Enter the following information:
1. In the Analysis Family box, select the analysis type that you want to customize.
2. In the Action box, select one of the following actions that you want to perform:
  - Degradation Mechanism Evaluation Validation
  - Consequence Evaluation Validation
  - Analysis Validation
  Based on the selection, Action Family box is populated with possible family names.
3. In the Action Family box, select the family that you want to customize.
4. In the Policy Name box, select the policy that you want to use for validation.
5. Optional: Select the link in the Policy Link box.
  The policy is displayed in the Policy Designer workspace.
6. In the Sequence box, enter the order in which the policy must be executed.
  Note: Sequence is grouped by Action and Action Family. If there is only one policy for each Action and Action Family combination, enter 1.
Select the Detail tab.
The Detail section of the Flexible Calculation Validation datasheet appears.
Enter the following information:
- In the Input Entity Family box, select the family of the Input Entity that you want to put in the custom DME validation policy.
- In the Policy Node Name box, enter the name of the Entity node in the validation policy to which you want the input entity mapped.
Select .
- The flexible calculation validation record is created.
- The new configuration record appears in the Flexible Calculation Validation section.
- The Manage Validation Details link appears, allowing you to modify the record.

Create a Flexible Calculation Output Preference

About This Task

You can configure the output fields for a family. When the parent RBI Analysis is copied, the specified output field values are not copied to new records and are reset when the analysis is calculated.

Procedure

Access RBI 580 Flexible Calculation Preferences.
Select the Flexible Calculation Output Preferences tab.
The RBI 580 Flexible Calculation Preferences section appears.
Select .
The Flexible Calculation Family Selection window appears.
In the Select a Configured Family box, select the flexible calculation family ID to which you want to add the output preference, and then select Done.
A new output preference is created, and a list of all available fields in the family appears in the Flexible Calculation Output Preferences section.
In the table, in the Output Field column, for each field that should not be copied when the parent RBI Analysis is copied, select the check box.
In the upper-right corner of the section, select .
The Flexible Calculation Output Preferences are saved.
Note: After you create a Flexible Calculation Output Preference, it is available in the Select Preference drop-down list box.

Update the Non-Intrusive Requirement Met Query

About This Task

If you are planning to use a single configured Degradation Mechanism (DM), multiple DMs, or an Internal Corrosion DME, you must update both the Valid Inspections for Non-Intrusive Requirement Met query and the Invalid Inspections for Non-Intrusive Requirement Met query in order for the Non-Intrusive Requirement Met check box to be enabled on the Internal Corrosion DME.

Procedure

Access the Query page.
In the upper-right corner of the page, select Browse.
The Select a query from the catalog window appears.
In the left pane, navigate to the following folder: Public/Meridium/Modules/Risk Based Inspection/Queries
Select the Invalid Inspections for Non-Intrusive Requirement Met query, and then select Open.
The Enter Parameter Values window appears.
Select Cancel.
The Results section appears.
Select the SQL tab.
The SQL Query for the Invalid Inspections for Non-Intrusive Requirement Met appears.
In the query text:
- Find and replace all instances of <> with the text: NOT IN.
- Find and replace all instances of = with the text: IN.
- Find all instances of ='Criticality Calculator Internal Corrosion' and add a list of your configured internal corrosion DMs to the clause (for example, IN ('Criticality Calculator Internal Corrosion', 'Custom Internal', 'Custom External')).
Select , and close the page.
The Query page appears.
Select Browse.
The Select a query from the catalog window appears.
In the pane, navigate to the following: Public/Meridium/Modules/Risk Based Inspection/Queries, then select the Invalid Inspections for Non-Intrusive Requirement Met query, and then select Open.
The Enter Parameter Values window appears.
Repeat steps 4-7.
The Non-Intrusive Requirement Met Query is updated.

Use the Upgrade APM Version 3 Active Analyses Utility

Using the Upgrade APM Version 3 Active Analyses Utility, you can create Risk Assessment records for existing RBI 580 and RBI 581 analyses that are in active state and do not have existing Risk Assessment records. Also, for RBI 580 active analyses, the utility will calculate and set Half-Life for any related Ext. Corr. Deg. Mech Evaluations where the value is blank

Before You Begin

You must be an administrator to perform the following steps.
If you are using a custom Risk Matrix, you must configure your Risk Matrix mappings.

Procedure

In the Applications menu, navigate to ADMIN > Application Settings > Risk Based Inspection.
In the Global Preferences workspace, select Upgrade Analyses.
The Upgrade Analyses Confirmation window appears, asking you to confirm that you want to create Risk Assessment records for all RBI 580 and RBI 581 active analyses.
Select Yes.
The Upgrade Analyses window appears, stating the job was successfully scheduled.
Optional: Select View Scheduling.
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.

Configure the Asset Info Summary

About This Task

The Asset Info Configuration workspace under RBI Admin Preferences page allows you to configure the fields and values displayed on the Asset info summary under the RBI Asset View page.

Procedure

Access the Global Preferences workspace.
Select the Asset Info Configuration tab.
The Asset Info Configuration workspace appears.
Select .
All the fields and queries in the section are enabled.

As needed, modify values in the following fields.


Option	Description
FIELD	This allows you to select the field you want to display in the Asset info summary. The drop-down list box shows the fields from the ASSET_INFO_CONFIGURATION System Code Table. Note: The field you select must be unique. To configure a new field, you must add the field in the ASSET_INFO_CONFIGURATION System Code Table.
QUERY	This allows you to select the query from the catalog that must be executed, and the result is displayed in the Asset info summary. Note: The value displayed in the Asset info summary will be the first value in the first cell that returned from the selected query. Choosing a query which is marked as formatted will execute format value rules. Fields which contain units of measures, will display the unit of measure along with the associated value.

To add a new field to the Asset Info Configuration workspace:
1. Select Add Field.
  A new FIELD and QUERY row is created.
2. From the FIELD drop-down list box, select the field you want to add.
3. Select to add a query from the catalog.
4. Select .
  The Asset Info Configurations are saved.
To remove a field and query row from the Asset Info Configuration workspace:
1. Select next to the field and query row that you want to remove.
  The field and query row is removed.
2. Select .
  The Asset Info Configurations are saved.