General Reference | On-Premises APM

RCM Data Model

The following diagram shows how the families used in RCM are related to one another.

Note: In the diagram, boxes represent entity families and arrows represent relationship families that are configured in the baseline database. You can determine the direction of the each relationship definition from the direction of the arrow head: the box from which the arrow originates is the predecessor, and the box to which the arrow head points is the successor.

In the preceding diagram:

The RCM FMEA Asset box represents a single RCM FMEA Asset record within an analysis. The RCM FMEA Analysis record can be linked to multiple RCM FMEA Asset records, each of which can be linked to an Equipment or Functional Location record.
The Equipment or Functional Location box represents the Equipment or Functional Location family for which the Is RCM FMEA Asset, Has Recommendations, and Has Tasks have been defined between that family and the specified predecessor or successor.
When an RCM FMEA Recommendation record is created for the analysis, the Recommendation record is linked to the Equipment or Functional Location record to which the RCM FMEA Asset record is linked.
When an RCM FMEA Recommendation record is promoted to an Action record, the Action record will be linked to a Proposed Strategy record and associated with the Equipment or Functional Location record. For details, see the ASM Help.

Entity and Relationship Families used in RCM

The following table provides a summary of the entity families and relationship families that are used to develop an RCM Analysis.


Records in this entity family:	...Can be linked to records in this entity family:	...Through a relationship definition on this relationship family:
RCM FMEA Analysis	RCM Function	Has RCM Function
RCM Function	RCM Functional Failure	Has RCM Functional Failure
RCM Functional Failure	RCM FMEA Failure Mode	Has RCM FMEA Failure Mode
RCM FMEA Failure Mode	RCM FMEA Failure Effect	Has RCM FMEA Failure Effect
RCM FMEA Failure Effect	RCM FMEA Recommendation	Has RCM FMEA Recommendation

In addition, the following families and relationships are used by RCM by not within the analysis tree itself.


Records in this entity family:	...Can be linked to records in this entity family:	...Through this relationship:	Purpose
RCM FMEA Analysis	Human Resource	Has RCM FMEA Team Member	Facilitates the construction of the RCM Analysis Team Members list. Through this relationship, Human Resource records are linked directly to the RCM FMEA Analysis record.
RCM FMEA Analysis	RCM FMEA Asset	Has RCM FMEA Asset	Facilitates the construction of the RCM equipment list. In this way, the RCM FMEA Asset records are linked directly to the RCM FMEA Analysis record. Note, however, that RCM FMEA Asset records do not appear in the analysis tree of an RCM Analysis.
RCM FMEA Analysis	RCM FMEA Task	Has Tasks	Allows Task records generated from Recommendation records to be linked to the RCM FMEA Analysis record for which the recommendation was created. Note that in the current version of APM, RCM FMEA Task records cannot be created from RCM FMEA Recommendation records. Instead, RCM FMEA Recommendation records can be used to create Action records in ASM. This relationship still exists, however, to support legacy RCM FMEA Task records.
RCM FMEA Recommendation	RCM FMEA Task	Has Tasks	Allows RCM FMEA Recommendation records to be linked to RCM FMEA Task records that are generated from those recommendations. Note that in the current version of APM, RCM FMEA Task records cannot be created from RCM FMEA Recommendation records. Instead, RCM FMEA Recommendation records can be used to create Action records in ASM. This relationship still exists, however, to support legacy RCM FMEA Task records.
RCM FMEA Asset	Asset Strategy Template	Has Strategy	Facilitates the promotion of RCM FMEA Asset records to Asset Strategy records via Recommendation Management. This link is established when an RCM FMEA Analysis is linked to a physical or "virtual" piece of equipment or location for which you have defined Recommendation records.
RCM FMEA Asset	RCM FMEA Task	Has Tasks	Allows RCM FMEA Asset records to be linked to RCM FMEA Task records. This link is established only when a Task record is generated from a recommendation where the related RCM FMEA Asset record (i.e., the RCM FMEA Asset record that is linked to the RCM FMEA Analysis record) is not linked to an Equipment or Functional Location record. Note that in the current version of APM, RCM FMEA Task records cannot be created from RCM FMEA Recommendation records. Instead, RCM FMEA Recommendation records can be used to create Action records in ASM. This relationship still exists, however, to support legacy RCM FMEA Task records.
RCM FMEA Asset	Task History	Has Task History	Facilitates the rejection of RCM FMEA Task records that are linked to RCM FMEA Asset records. When you reject an RCM FMEA Task record, a Task History record is created and linked to the RCM FMEA Asset record through the Has Task History relationship.
RCM FMEA Asset	Task History	Has Task History	Facilitates the rejection of RCM FMEA Task records that are linked to RCM FMEA Asset records. When you reject an RCM FMEA Task record, a Task History record is created and linked to the RCM FMEA Asset record through the Has Task History relationship.
RCM FMEA Analysis	RCM FMEA Template	Has Templates	Facilitates the creation of RCM Templates.
RCM FMEA Asset	RCM FMEA Template	Has Templates	Facilitates the creation of RCM Templates.
RCM Function	RCM FMEA Template	Has Templates	Facilitates the creation of RCM Templates.
RCM Functional Failure	RCM FMEA Template	Has Templates	Facilitates the creation of RCM Templates.
RCM FMEA Failure Mode	RCM FMEA Template	Has Templates	Facilitates the creation of RCM Templates.
RCM FMEA Recommendation	Mitigates Risk	Risk Assessment	Allows you to determine how a recommendation mitigates a risk.

RCM Security Groups

The following table lists the baseline Security Groups available for users within this module, as well as the baseline Roles to which those Security Groups are assigned.

Important: Assigning a Security User to a Role grants that user the privileges associated with all of the Security Groups that are assigned to that Role. To avoid granting a Security User unintended privileges, before assigning a Security User to a Role, be sure to review all of the privileges associated with the Security Groups assigned to that Role. Also, be aware that additional Roles, as well as Security Groups assigned to existing Roles, can be added via Security Manager.


Security Group	Roles
MI RCM User	MI Strategy Admin MI Strategy Power MI Strategy User
MI RCM Viewer	MI APM Viewer MI Strategy Admin MI Strategy Power MI Strategy User

Associating RCM Analyses with a Specific Site

Some companies that use the APM software have facilities at multiple sites, or locations, where each site contains unique equipment and locations. If desired, you can define the sites in your organization and associate equipment and locations with the site to which they belong. When you create RCM Analyses for those pieces of equipment and locations, you will need to select the appropriate site on the Analysis datasheet of the RCM Analysis.

To help streamline the analysis-creation process, after you select a site on the Analysis datasheet, the APM system will allow you to add Equipment and Functional Location records to the RCM Analysis only if those pieces of equipment and locations belong to that site.

You can also associate Risk Matrices with specific sites. If a Risk Matrix is associated with a site and an RCM Analysis is associated with the same site, when you define the unmitigated risk for a failure effect, rather than seeing the default Risk Matrix, you will see the Risk Matrix that is associated with that site.

The baseline family-level privileges that exist for these Security Groups are summarized in the following table.


Family Caption	MI RCM User	MI RCM Viewer
Entity families
Action	View	View
Asset Criticality Analysis System	View	None
Consequence Definition	View	View
Decision Tree Consequence	View	View
Decision Tree Response	View	View
Decision Tree Structure	View	View
Human Resource	View, Update, Insert, Delete	View
Mitigates Risk	View, Update, Insert, Delete	View
Probability Definition	View	View
Protection Level	View	View
RCM FMEA Analysis	View, Update, Insert, Delete	View
RCM FMEA Asset	View, Update, Insert, Delete	View
RCM Function	View, Update, Insert, Delete	View
RCM Functional Failure	View, Update, Insert, Delete	View
RCM FMEA Failure Mode	View, Update, Insert, Delete	View
RCM FMEA Failure Effect	View, Update, Insert, Delete	View
RCM FMEA Recommendation	View, Update, Insert, Delete	View
RCM FMEA Template	View, Update, Insert, Delete	View
RCM FMEA Task	View, Update, Insert, Delete	View
Reference Documents	View, Update, Insert, Delete	View
Risk Assessment	View, Update, Insert, Delete	View
Risk Category	View	View
Risk Matrix	View	View
Risk Rank	View, Update, Insert, Delete	View
Risk Threshold	View	View
Site Reference	View	View
Task History Note: The Task History relationship family is inactive in the baseline APM database.	View, Update, Insert, Delete	View
Relationship Families
Has Associated Recommendation	View	View
Has Consolidated Recommendations	View	View
Has Driving Recommendation	View	View
Has RCM FMEA Team Member	View, Update, Insert, Delete	View
Has RCM FMEA Analysis	View, Insert, Delete	None
Has RCM FMEA Asset	View, Update, Insert, Delete	View
Has RCM Function	View, Update, Insert, Delete	View
Has RCM Functional Failure	View, Update, Insert, Delete	View
Has RCM FMEA Failure Mode	View, Update, Insert, Delete	View
Has RCM FMEA Failure Effect	View, Update, Insert, Delete	View
Has RCM FMEA Recommendation	View, Update, Insert, Delete	View
Has Reference Values	View	View
Has Recommendations	View, Update, Insert, Delete	View
Has Reference Documents	View, Update, Insert, Delete	View
Has Risk	View	None
Has Risk Category	View, Update, Insert, Delete	View
Has Site Reference	View	View
Has Superseded Recommendations	View	View
Has Task History Note: The Has Task History relationship family is inactive in the baseline APM database.	View, Update, Insert, Delete	View
Has Tasks	View, Update, Insert, Delete	View
Has Templates	View, Update, Insert, Delete	View
Is Based on RCM FMEA Failure Effect	View	View
Is RCM FMEA Asset	View, Update, Insert, Delete	View

With these privileges, any user who is a member of the MI RCM User Security Group will have access to ALL records involved in RCM Analyses. In addition to these baseline privileges, which you can grant by assigning users to the MI RCM User Security Group, you will need to grant RCM users permission to the Equipment or Functional Location family if it is related to the RCM FMEA Asset family through the Is RCM FMEA Asset relationship.

Note: You may also want to grant some users permission to modify the items in the following Catalog folders: \\Public\Meridium\Modules\RCM.

RCM System Code Tables

The following System Code Tables are used by RCM.


Table ID	Table Description	Function
MI_FUNCTION_SUB_TYPE	Function Sub Types	Used to populate the Sub Function list in RCM Function records.
MI_FUNCTION_TYPE	Function Type	Used to populate the Function Type list in RCM Function records.
SC_RECOM_RESOURCE	Recommended Resource	Used to populate the Recommended Resource list in RCM FMEA Recommendation records.

RCM URLs

There are two URL routes associated with RCM: rcm/overview and strategy/rcm. The following table describes the various paths that build on the routes, and the elements that you can specify for each.


Element	Description	Accepted Value(s)	Notes
rcm/overview: Displays the RCM Overview page. strategy/rcm/analysis/<EntityKey>: Displays a specific analysis based on the entity key.
<EntityKey>	Specifies the analysis that you want to access.	Any numeric Entity Key that corresponds to an existing analysis.	Displays the specified analysis in a new tab.
strategy/rcm/template/<EntityKey>: Displays a specific template based on the entity key.
<EntityKey>	Specifies the template that you want to access.	Any numeric Entity Key that corresponds to an existing template.	Displays the specified template in a new tab.

Example URLs


Example URL	Destination
rcm/overview	The RCM Overview page.
strategy/rcm/analysis/64251519679	The RCM analysis record with Entity Key 64251519679.
strategy/rcm/template/64251519341	The RCM template record with Entity Key 64251519341.

Promotion to ASM Field Mapping

When promoting an Analysis or Template to Asset Strategy Management (ASM), the field mapping is controlled using a module workflow Policy. You can modify this Policy by accessing the RCM FMEA Admin page.

About Values Mapped From an RCM Template to Asset Strategy Template

When you promote an RCM template to an ASM template, several fields in the Asset Strategy Template family are populated with the fields that are mapped from RCM FMEA Template family.

Note: Some of the fields listed in the table are not available on any of the datasheets that are configured for the RCM FMEA Template and Asset Strategy Template family.

The following table lists the field mappings:


This field in RCM FMEA Template family:	...populates this field in Asset Strategy Template family
Template Long Description	Description
Template Notes	Template Notes
Template Short Description	Template Name
Template Category	Template Category
Criticality	Criticality
Duty	Duty
Service	Service

About Values Mapped from RCM Analysis to Asset Strategy

When you promote RCM analysis to an ASM analysis, several fields in the Asset Strategy family are populated with the fields that are mapped from RCM FMEA Analysis family.

The following table lists the field mapped for Risk family:


This field in RCM FMEA Failure Effect and RCM FMEA Failure Mode family:	...populates this field in Risk family
Basis for Assessment	Basis for Assessment
Failure Mode Name,Effect Name	Name
Failure Mode Long Description, Effect Long Description	Description
Failure Mode Name	Failure Mode
Maintainable Item	Maintainable Item
Damage Code	Condition
PF Interval	PF Interval
PF Interval Units	PF Interval Units

The following table lists the field mapped for Action family:


This field in RCM FMEA Recommendation family:	...populates this field in Action family
Recommendation Headline	Name
Recommendation Description	Description
Action Type	Action Type
Interval	Interval
Interval Units	Interval Units
Estimated Cost	Cost
Asset Shutdown Required?	Shutdown Required
Estimated Cost Basis	Cost Basis
Nonrecurring	Nonrecurring
Performance Interval	Performance Interval
Performance Interval Units	Performance Interval Units
Recommended Resource	Recommended Resource
Target Completion Date	Target Completion Date

Failure Finding Activity in RCM Recommended Actions

When you define an RCM recommendation and specify the Action Type as Failure Finding, you can use the Failure Finding Activity cells to calculate the failure finding task interval (FFI).

The following equation is used to calculate FFI:

FFI = MTIVE x [(n + 1)(MTED)/MMF]1/n

Note that the information used for the FFI calculation is based upon the concepts in SAE Standard JA1012, "A Guide to the Reliability-Centered Maintenance (RCM) Standard." The process and terminology used in the FFI calculation are described in more detail in this standards document. To use the Failure Finding Activity cells effectively, you will need to be familiar with this standard.

In addition, the FFI calculation is based upon information in the book "Reliability-Centered Maintenance" by John Moubray.

The following table describes the Failure Finding Activity cells in the APM Framework.


Cell	Description
MMF	Stores the mean time between multiple failures. For example, a 1 in 1,000,000 probability of a multiple failure in one year implies a mean time between failures of 1,000,000 years. The probability of multiple failures occurring in any one year is 1/MMF.
MTIVE	Stores the mean time between failures of the protective device.
MTED	Stores the mean time between failures of the protected function. For example, if the demand rate of the protected function is once in 200 years, this equals a probability of failure for the protected function of 1 in 200 in any one year, or a mean time between failures of the protected function of 200 years. The probability of failure of the protected function in any one year is 1/MTED.
n	The number of protective devices.

RCM Site Filtering

RCM Analyses

Site filtering is applied to RCM analysis records by setting the site on the datasheet or by linking an asset with an existing site assignment to a global analysis. If you assign a site to an RCM analysis by linking an existing asset, then all of the records associated with the analysis inherit the same site. After the site is set for an analysis, you can only link assets with that same site assignment.

RCM Analysis Templates

When you create a new analysis template, you can use the Site control to set the site for the template, which then gets populated through all of the records associated with an analysis. You can apply any viewable template to any viewable analysis, regardless of the site assignment, as long as the risk matrices match.

Examples

Consider an organization that has two sites, Site X and Site Y, and then consider the following scenarios:

Scenario 1: User assigned to Site X and Site Y applies a template to an analysis

Template A is assigned to Site X. Analysis 1 is assigned to Site Y. The user applies Template A to Analysis 1, even though they have separate site assignments, as long as there are no conflicts between the risk matrices.

Scenario 2: User assigned to Site X and Site Y links an asset to an analysis

Equipment 1 is assigned to Site X and Equipment 2 is assigned to Site Y. Analysis 1 is assigned to Site Y. The user links Equipment 2 to Analysis 1, because they share the same site (Site Y).

The user is unable to link Equipment 1 to Analysis 1, because Equipment 1 would not appear in the list of available assets to link there due to site incompatibility. So, even though this multi-site user can view both Equipment 1 and Equipment 2, they cannot link an equipment to an analysis with an incompatible site assignment.