RBI Recommendations
About RBI Recommendations
An RBI Recommendation stores information about actions that should be performed to help mitigate the risk associated with a degradation mechanism (DM). Each RBI Recommendation is linked to:
- A Degradation Mechanisms record, which defines the type of failure that the recommended action can help mitigate.
- An Asset record, which defines the piece of an asset to which the recommendation applies.
- An Inspection Plan, which is linked to the associated asset.
- An RBI 581 Risk Analysis record.
Generating Recommendations
APM generates RBI Recommendations for:
You can generate Recommendations based on the policies that are mapped to the RBI Strategy Mapping Configuration only if:
- The Damage Mechanism has a value in the field Recommended Inspection Effectiveness.
- The state of the analysis is Risk Completed.
Recommendations are generated for DMs that are related only to the following DMEs:
- RBI 581 Cracking Damage Evaluation
- RBI 581 External Cracking Damage Evaluation
- RBI 581 External Damage Evaluation
- RBI 581 Thinning and Lining Evaluation
- RBI 581 HE Bundle Damage Evaluation
Policies Used to Generate RBI Recommendations
The following table provides a list of Policies that are used to generate RBI Recommendations.
| Policy Name | Policy Input Node Name (Field) | Component Type | Valid DMs |
|---|---|---|---|
| RBI 581 Tank Shell Ext Corrosion Recommendation | Component Type (Field: Component Type, Family: RBI 581 Analysis) | Storage Tank |
|
| Inspection Will Mitigate (Field: Inspection Will Mitigate, Family: RBI 581 Risk Analysis). Note: This field is deprecated and no longer used. | |||
| Insulation Present (Field: Insulated, Family: RBI 581 Risk Analysis) | |||
| Target Inspection (Field: Recommended Inspection Effectiveness, Family: RBI Degradation Mechanisms) | |||
| Damage Mechanisms (Field: Degradation Mechanism, Family: RBI Degradation Mechanisms) | |||
| RBI 581 Tank Shell Int Corrosion Recommendation | Component Type (Field: Component Type, Family: RBI 581 Risk Analysis) | Storage Tank |
|
| Target Inspection (Field: Recommended Inspection Effectiveness, Family: RBI Degradation Mechanisms) | |||
| Inspection Will Mitigate (Field: Inspection Will Mitigate, Family: RBI 581 Risk Analysis) Note: This field is deprecated and no longer used. | |||
| RBI 581 Tank Bottom Insp Recommendation | Component Type (Field: Component Type, Family: RBI 581 Risk Analysis) | Storage Tank Bottom |
|
| Target Inspection (Field: Recommended Inspection Effectiveness, Family: RBI Degradation Mechanisms) | |||
| Inspection Will Mitigate (Field: Inspection Will Mitigate, Family: RBI 581 Risk Analysis) Note: This field is deprecated and no longer used. | |||
| RBI 581 Thinning and Lining Insp Recommendation | Component Type (Field: Component Type, Family: RBI 581 Analysis) |
All component types except the following:
|
|
| Is Intrusive (Field: Is Intrusive?, Family: RBI 581 Risk Analysis) | |||
| Inspection Will Mitigate (Field: Inspection Will Mitigate, Family: RBI 581 Risk Analysis) Note: This field is deprecated and no longer used. | |||
| Target Inspection (Field: Recommended Inspection Effectiveness, Family: RBI Degradation Mechanisms) | |||
| Liner Present (Field: Liner is Present, Family: RBI 581 Thinning and Lining Evaluation) | |||
| Thinning Type (Field: Thinning Type, Family: RBI 581 Thinning and Lining Evaluation) | |||
| RBI 581 External Damage Inspection Recommendation | Damage Mechanism (Field: Degradation Mechanism, Family: RBI Degradation Mechanisms) |
All component types except the following:
|
|
| Target Inspection (Field: Recommended Inspection Effectiveness, Family: RBI Degradation Mechanisms) | |||
| Component Type (Field: Component Type, Family: RBI 581 Analysis) | |||
| Insulation Present (Field: Insulated, Family: RBI 581 Risk Analysis) Note: This field is deprecated and no longer used. | |||
| Inspection Will Mitigate (Field: Inspection Will Mitigate, Family: RBI 581 Risk Analysis) Note: This field is deprecated and no longer used. | |||
| RBI 581 Env Cracking Insp Recommendation | Target Inspection (Field: Recommended Inspection Effectiveness, Family: RBI Degradation Mechanisms) |
All component types except the following:
|
|
| Damage Mechanism (Field: Degradation Mechanism, Family: RBI Degradation Mechanisms) | |||
| Component Type (Field: Component Type, Family: RBI 581 Analysis) | |||
| Is Intrusive (Field: Is Intrusive?, Family: RBI 581 Risk Analysis) | |||
| Inspection Will Mitigate (Field: Inspection Will Mitigate, Family: RBI 581 Risk Analysis) Note: This field is deprecated and no longer used. | |||
| RBI 581 HE Bundle Damage Inspection Recommendation | Damage Mechanism (Field: Damage Mechanism, Family: RBI 581 HE Bundle Damage Evaluation) | All component types | 581-HE Bundle Damage |
| Target Inspection (Field: Recommended Inspection Effectiveness, Family: RBI Degradation Mechanisms) |
Access the Recommended Actions Pane
Procedure
- In the workspace, select
.The Recommended Actions pane appears, displaying any recommendations associated with the analysis.
Results
- For a Recommendation that is promoted to Asset Strategy Management (ASM), you can access the associated Asset Strategy by selecting the link in the Strategy ID column.
- You can use the functionalities of the Recommended Actions pane.
Tip: For information about additional options available when working with the Recommendation records, refer to the Action Management section of the documentation.
View RBI Recommendations Linked to an Inspection Plan
Procedure
Access an Inspection Plan.
The Inspection Plan workspace appears, displaying any Recommendations that are linked to the Inspection Plan.
Results
- For Recommendations associated with approved Inspection Plans, you can access the associated Asset Strategy in Asset Strategy Manager (ASM) by selecting the Open Strategy link.
- In the Recommended Actions table, you can perform the following actions:
- Modify the state of Recommendations to Supersede.
- Modify the state of Recommendations to Not Required.
- Delete Recommendations.
- Implement Recommendations as Inspection Tasks.
About Auto-Consolidating RBI Recommendations
You can consolidate RBI Recommendations in:
- The No Recommendations section in the RBI Overview page.
- RBI Asset Summary page.
The auto-consolidation process consolidates RBI Recommendations that are associated with a single RBI Asset. This process consolidates all RBI Recommendations (both pre-existing and any new RBI Recommendations generated), if they contain the same values in the following fields:
- Damage Mechanism
- Task Type
When you consolidate:
- The state of the master RBI Recommendation is set to Proposed.
- The state of the source RBI Recommendations is set to Consolidated.
- The source RBI Recommendations are linked to the master RBI Recommendation through the Has Consolidate Recommendations relationship.
The following example explains how the fields in the master recommendation are mapped from the source recommendations.
Example: Recommendation Consolidation
Suppose you want to generate RBI Recommendations for a single RBI Asset that has two RBI Components with two RBI Recommendations for each component.
| Field Name | Damage Mechanism (Field on RBI Recommendation) | Task Type (Field on RBI Recommendation) | Recommended Inspection Effectiveness (Field on RBI Degradation Mechanism) | Target Completion Date (Field on RBI Recommendation) |
|---|---|---|---|---|
| Recommendation for Analysis A | 581-Amine Corrosion | RBI581 NON-INTRUSIVE | A | 04/15/2025 |
| Recommendation for Analysis B | 581-Amine Corrosion | RBI581 NON-INTRUSIVE | A | 04/15/2022 |
| Recommendation for Analysis C | 581-Amine Corrosion | RBI581 NON-INTRUSIVE | B | 04/15/2021 |
| Recommendation for Analysis D | 581-Amine Corrosion | RBI581 NON-INTRUSIVE | B | 04/15/2021 |
In this example, because the Damage Mechanism and Task Type have similar values for all RBI Recommendations, these RBI Recommendations qualify for consolidation. The system determines the driving RBI Recommendation based on the following field values:
- Inspection Effectiveness on RBI Degradation Mechanism linked to the RBI Recommendation
- Target Completion Date on RBI Recommendation
The Master RBI Recommendation field values are mapped as follows:
- Target Inspection Effectiveness is mapped from RBI Degradation Mechanism linked to the driving RBI Recommendation.
- Inspection Scope is mapped from the driving RBI Recommendation.
Note: Target Completion Date is the most conservative of all RBI Recommendations.
The state of the consolidated records is set to Consolidated, and the state of the master record is set to Proposed.
The following table lists the four RBI Recommendations that are consolidated into a master recommendation as a result of the automatic RBI Recommendation generation process.
| RBI Recommendation | Damage Mechanism | Task Type | State | Recommended Inspection Effectiveness | Target Completion Date |
|---|---|---|---|---|---|
| Recommendation for Analysis A | 581-Amine Corrosion | RBI581 INTRUSIVE | Consolidated | A | 04/15/2025 |
| Recommendation for Analysis B | 581-Amine Corrosion | RBI581 INTRUSIVE | Consolidated | A | 04/15/2022 |
| Recommendation for Analysis C | 581-Amine Corrosion | RBI581 INTRUSIVE | Consolidated | B | 04/15/2021 |
| Recommendation for Analysis D | 581-Amine Corrosion | RBI581 INTRUSIVE | Consolidated | B | 04/15/2021 |
| Master RBI Recommendation | 581-Amine Corrosion | RBI581 INTRUSIVE | Proposed | A | 04/15/2021 |
In the master RBI Recommendation, the value in the Recommended Inspection Effectiveness field is set to A because this value is mapped from the related driving Degradation Mechanism for RBI Recommendation that exists in the Recommended Inspection Effectiveness field in the source RBI Recommendations. Similarly, the value in the Target Completion Date field is set to 04/15/2021 because this is the most conservative (that is, lowest) value that exists in the Target Completion Date field in the source RBI Recommendations.
About Archiving Analyses with Consolidated Recommendations
When the state of the analysis is modified to Risk Completed, then the Analysis that was previously in Risk Completed state is moved to Archived. If that analysis had an recommendation which is in a consolidated state then:
- The recommendations will remain in a consolidated state.
- The parent CREC Recommendations will transition to Archived state, if all source recommendations of the CREC Recommendation are linked to archived analyses.
- The parent CREC Recommendations will transition back to Proposed state, if any source recommendations of the CREC Recommendation are linked to active analyses.
- The Inspection Plan will be transitioned to Modified State.
About Archiving Analyses with Superseded Recommendations
When the state of the analysis is modified to Risk Completed, then the Analysis that was previously in Risk Completed state is moved to Archived.
If that analysis had an recommendation which is in a superseded state then:
- The recommendations will remain in a superseded state.
- The master recommendation will transition back to Proposed state.
- The Inspection Plan will be transitioned to Modified State
If that analysis had an recommendation which has linked recommendations that are in a superseded state(master recommendation) then:
- The recommendations will transition to Archived State.
- The source superseded recommendations will remain in superseded state.
- The Inspection Plan will be transitioned to Modified State.
Create an RBI Recommendation Manually
Before You Begin
About This Task
Procedure
- In the Degradation Mechanisms section, select the row containing the DM to which you want to add a recommendation, and then select
.A message appears, confirming that you have created a recommendation for the DM.
Results
Note:
- You can use the functionalities of the Recommended Actions pane.
- If, in the RBI Global Preference settings, the Enable Recommendation To be Generated at Created State check box is selected, recommendations will not be linked to the Inspection Plan until the related analysis is moved to the Risk Complete state and the Inspection Plan is generated.
Tip: For information about additional options available when working with the Recommendation records, refer to the Action Management section of the documentation.
Generate Recommendations for a Single RBI Criticality Analysis
Before You Begin
About This Task
Procedure
- Select
, and then select Generate Recommendations. The Create Recommendations window appears, asking you to confirm that you want to generate recommendations for the analysis.
Results
Note:
- You can use the functionalities of the Recommended Actions pane.
- If, in the RBI Global Preference settings, the Enable Recommendation To be Generated at Created State check box is selected, recommendations will not be linked to the Inspection Plan until the related analysis is moved to the Risk Complete state and the Inspection Plan is generated.
Tip: For information about additional options available when working with the Recommendation records, refer to the Action Management section of the documentation.
Generate RBI Recommendations for Multiple RBI 581 Risk Analyses
About This Task
This topic describes how to generate recommendations for all RBI 581 Risk Analyses linked to components within a single asset. You can also create an RBI Recommendation manually.
Procedure
- In the upper-right corner of the page, select , and then select Generate Recommendations.
The Create Recommendations window appears, asking you to confirm that you want to generate recommendations for the asset.
Results
- The recommendations are linked to the Inspection Plan of the related RBI Asset.
Note:
- You can use the functionalities of the Recommended Actions pane.
- If, in the RBI Global Preference settings, the Enable Recommendation To be Generated at Created State check box is selected, recommendations will not be linked to the Inspection Plan until the related analysis is moved to the Risk Complete state and the Inspection Plan is generated.
Tip: For information about additional options available when working with the Recommendation records, refer to the Action Management section of the documentation.
Generate Recommendations for all Analyses in an Asset Hierarchy Level
About This Task
- Create an RBI Recommendation manually.
- Generate Recommendations for a single RBI Analysis.
- Generate Recommendations for all RBI Analyses linked to a single asset.
Note: The consolidation of recommendations is supported only from the asset view when the Enable Recommendation To be Generated at Created State preference is set to True.
Procedure
- Select the check boxes next to the assets for which you want to generate recommendations. Tip: You can generate recommendations for all listed assets in the No Recommendations section by selecting when all check boxes in the first column of the table are cleared. If you select the check box in the first row of the table, recommendations are generated for the analyses that appear in the current page in the No Recommendations section (up to 100 analyses can be displayed in a page). You cannot, however, generate RBI Recommendations for all analyses if the Asset Hierarchy level is set to Home. Generating recommendations will only apply to components that do not have recommendations.
- Select .The Generate Recommendations window appears, asking if you want to consolidate recommendations for each Degradation Mechanism and Task Type.Tip: If you choose to consolidate recommendations, the recommendations generated during this process will be consolidated with existing recommendations. For more information on consolidating recommendations, consult recommendation consolidation in RBI 580 and RBI 581.
- Optionally, if you want to view the status of all bulk analyze operations, in the Risk Based Inspection Overview page, select
. 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.
Results
Note:
- You can use the functionalities of the Recommended Actions pane.
- If, in the RBI Global Preference settings, the Enable Recommendation To be Generated at Created State check box is selected, recommendations will not be linked to the Inspection Plan until the related analysis is moved to the Risk Complete state and the Inspection Plan is generated.