Case Management - Corrective Action tab - HxGN EAM - 12.1.1 - Feature Briefs - Hexagon

HxGN EAM Case Management

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English
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HxGN EAM
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Feature Briefs
HxGN EAM Version
12.1.1

On this tab, typically used for a root cause analysis, you can add multiple equipment and RCM Templates and then apply the recorded root causes, failure modes and failure mitigation of the case to the RCM tab and the RCM Failure Mitigation tab of the selected equipment and templates. At the end of this process both these tabs of the selected equipment or template will be populated with the case data. You can also opt to add equipment to a selected campaign record.

The process is relatively straight forward:

  • Create a new record on this tab with Equipment or RCM Template filled in.

  • Select the Apply RCM checkbox and save the record.

  • Alternatively, or additionally, select a Campaign.

  • Select the record and click the Apply Corrective Action button.

The process to apply RCM data does require a few extra steps in certain situations:

  • If you want to create a new RCM Template from the case, then you need to first create an empty template. Fill in as much as you want on this template but leave the RCM tab and the RCM Failure Mitigation tab both blank and then approve this template. You are now able to select this new template on this screen for processing.

  • If the selected equipment or template already has RCM data, you need to do some extra work regarding the RCM hierarchy on this selected equipment or template. This extra work is called mapping and is done on the RCM Mapping pop-up accessible from this tab.

Why Mapping? (RCM only)

Mapping can easily be explained using an example. If we assume that the case is against a pump P01 and the new failure mode is that the impeller mounting nut is worn. This new failure mode was defined against an existing function and an existing functional failure of asset P01. For example:

  • The existing function is: Pumping 100 gallons of water/minute.

  • The existing functional failure is: Pumping less than 80 gallons of water/minute.

Adding this new failure mode to asset P01 is very easy, just click the Apply Corrective Action button. The system will add the failure mode to the selected existing function and functional failure.

But what if you also want to copy this new failure mode to asset P02 that is located elsewhere? And what if that pump P02 has RCM data that is likely not the same? For example, P02 has:

  • The existing function is: Pumping 150 gallons of water/minute.

  • The existing functional failure is: Pumping less than 120 gallons of water/minute.

Do you want the system to add the function and functional failure of asset P01 to asset P02? Likely not. There really is no need for a new function on asset P02 in this case. The same is true for the functional failure. The context in which asset P02 is performing is different and that is why we do not need either. But you do still want the new failure mode added to asset P02 and you also want it added using the existing function and existing functional failure of asset P02. And that is why you need mapping. You need to map the functions and functional failures of the source (asset P01) to the target (asset P02). A mapping table could look as follows:

Type

Source Equipment

Mapped to Target Equipment

Function

Pumping 100 gallons of water/minute

Pumping 150 gallons of water/minute

Functional Failure

Pumping less than 80 gallons of water/minute

Pumping less than 120 gallons of water/minute

This tab has the following important attributes relating to RCM:

  1. Equipment—A multi-select lookup to quickly add relevant equipment that you would like to apply corrective action to.

  2. RCM Template—A regular lookup that allows selection of the RCM Template that you would like to apply corrective action to. This includes the selection of an approved or superseded RCM Template Revision.

  3. Apply RCM—This check box must be selected to update the RCM data of the selected equipment or template. Note that selecting the check box and saving the record does not do the update yet. You still need to click Apply Corrective Action.

  4. RCM Mapping Status—This status tells you if mapping or refresh is required for this equipment or template. The following values are possible:

    1. ‘RCM Applied’—Corrective action has been taken and the RCM tab and RCM Failure Mitigation tab of the equipment or template are already updated.

    2. ‘Refresh Required’—Functions or functional failures on the failure modes tab of the case were added or changed after the creation of this corrective action record and therefore some or all the mapping records for the equipment or template are incorrect and need to be refreshed. The refresh can be done on the RCM Mapping pop-up. See below under Buttons on this tab.

    3. ‘Incompatible RCM Level’—The RCM Level selected on the failure mode records of the case is different from the one on the selected equipment or template.

    4. ‘Incompatible RCM Project’—The RCM Project selected on the failure mode records of the case is different from the one on the selected equipment or template. Remember that for equipment the RCM Project is decided by the RCM Project selected on the Organization of the equipment. And if this value is blank, the system will use the project selected as the system default on the System Codes screen for Entity ‘STPR’.

    5. ‘No Mapping Required’—This means you can apply the corrective action without any mapping. This status will appear in a variety of situations as like:

      1. The equipment on this corrective action record is the same as the equipment on the case Record View. Meaning that all data on the Failure Modes tab is based on this equipment. Obviously, no mapping is required for this equipment. However, you are still able to go into the mapping pop-up and exclude certain functions and functional failures if desired.

      2. Otherwise, if the equipment on this record is different, but the RCM Level on the equipment is blank. This means the target equipment does not have any RCM defined and therefore no mapping is required. However, you are still able to go into the mapping pop-up and exclude certain functions and functional failures if desired.

        On the mapping pop-up for these records you can also select the Create New check box, but for this equipment that is not necessary. The system assumes that is what you want.

      3. Otherwise, if the RCM Level of the equipment or the template is the same as on the failure mode records, but there is no data entered yet on the RCM tab of the equipment or the template. This also means the target equipment or template does not have any RCM defined and therefore no mapping is required. Again, you can exclude certain functions and functional failures if desired, but there is no need to select Create New.

    6. ‘Unfinished’—The target equipment or template already has some RCM data defined and therefore mapping is required and not yet completed, meaning at least one or more mapping records exist where you still must select one of the mapping options. You may also see this status if no failure modes are defined for the case. For example, if no failure modes are defined it is not possible to verify the RCM Level used on the case. As a consequence the system cannot determine that the RCM Level of the selected equipment or template is incompatible and therefore has no choice to fall back to the unfinished status.

    7. ‘Completed’—The target equipment or template already has some RCM data defined and all required mapping records are filled in. The moment that you save your selection for the last mapping record on the RCM Mapping pop-up you will see the unfinished status being replaced with the completed. You may also see this status after a refresh of the mapping records if no further action is required or if no failure modes are defined for the case and therefore no mapping records exist.

  5. RCM Applied—This check box will be selected after you have clicked Apply Corrective Action and RCM data was updated on the target equipment or template.

  6. Last Corrective Action—This date time field indicates when the last corrective action was taken for this equipment or template. This field is not cleared even if you remove the corrective action from the equipment or template.

  7. RCM Mitigation Status—This status tells you the status of the mitigation records of the case on the target equipment or template. The following values are possible:

    1. ‘Not applicable’—If RCM Applied is not selected or if the corrective action is for a template, then mitigation is never applicable.

    2. ‘No Mitigation’—This means there are no mitigation records from the case on the RCM tab of the equipment or template.

    The next three status values all indicate that mitigation records of the case exist on the RCM tab of the equipment or template. The difference is how many of these records have Mitigation Applied selected.

    1. ‘None Applied’—None have Mitigation Applied selected.

    2. ‘Partially Applied’—Some have Mitigation Applied selected, but not all.

    3. ‘All Applied’—All have Mitigation Applied selected.

  8. New Template Revision—This value is automatically filled in by the system and references the new template revision that was created and to which the corrective action was applied, meaning the revision of the template where the RCM data was updated.

    And the following attributes related to the campaign are:

  9. Campaign—If the root cause analysis has determined that an equipment modification is required, and you have multiple pieces of equipment that need this modification, a campaign is a good vehicle to do that. Select the campaign you would like to use for this modification.

    This field is only accessible if the record is associated with equipment.

  10. Apply Campaign—This check box must be selected to update the campaign. Note that selecting the check box and saving the record does not do the update yet. You still need to click Apply Corrective Action.

  11. Campaign Applied—This check box will be selected after you have clicked Apply Corrective Action and the target equipment was added to the campaign.

  12. Additional fields available that relate to the campaign and will show current data:

    1. Campaign Survey Line Status

    2. Campaign WO

    3. Campaign WO Status

    4. Multiple Equipment Parent WO

  13. Buttons:

    1. Map RCM Data—This button will bring up the RCM Mapping pop-up. You can activate this for one specific record by selecting it first before clicking. If no records are selected, you will get the mapping records for all equipment and templates of the tab. Use any of the three options available to you for mapping or use any of the buttons to perform certain actions quickly:

      1. Mapped To—Will show existing functions or functional failures of the target equipment or template that you would like to map the functions and functional failure used on the case to.

      2. Create New—Select this check box if you want to create the function or functional failure as a new entry on the target equipment or template.

      3. Exclude—Select this check box if you want to exclude the creation of a function or functional failure on the target equipment or template. Note that any related failure modes will also not be created.

      4. Buttons on the RCM Mapping pop-up:

        1. Create All—Will select Create New on all records except if the selected Equipment is the same as that on the case Record View.

        2. Exclude All—Will select Exclude on all records.

        3. Refresh Mapping—Will refresh mapping records after changes are made on the failure modes tab and mapping records already existed. The earlier discussed RCM Mapping Status will indicate that a refresh is required. After a refresh, the mapping status will reset automatically. If for a selected equipment or template mapping records still exist where you must select one of the mapping options and mapping is required, then the system will select the unfinished status, otherwise, it will select the completed status.

        4. Reset Mapping—Will clear your selections on all records.

      On the RCM Mapping pop-up, you may see no records at all even though the system indicates that a refresh is required. This is possible after changes on the Failure Modes tab followed by a deletion of all records on that tab. Or by adding a record on the Corrective Action first, and then entering failure modes later. You can click the Refresh Mapping button to clean this up and show mapping records. If after refreshing the pop-up still does not show any mapping records, then no failure modes are defined on the case.

      On the RCM Mapping pop-up, you may see records with a ? in the Description. Usually, this means the function or functional failure cannot be found anymore on the RCM tab of the equipment. And usually, these records will show ? on the Failure Modes tab as well. When you see these records the RCM Mapping Status may or may not indicate that a refresh of the mapping records is required. You can resolve this issue by first fixing the data on the Failure Modes tab and then clicking the Refresh Mapping button to finalize the cleanup.

    2. Apply Corrective Action—For the selected record this button will copy the case data to the target equipment or template. It will create data on the RCM tab and the RCM Failure Mitigation tab of the target equipment or target RCM template. If Apply RCM is selected, it will create all that is required, including functions, functional failures, failure modes, and consequence records, and will attach failure modes and functional failures. All records created on the RCM tab and on the RCM Failure Mitigation tab of the target equipment or template will reference the case in the Source Code, Source Org., and Source Entity fields. And the system will then recalculate the Risk Priority Number and Risk Level of the target equipment or template. Details on the RCM setup and the RCM tabs can be found in the EAM RCM brief. After processing the system will indicate the selected record is processed and sets RCM Applied to selected and RCM Mapping Status to ‘RCM Applied'.

      One caution regarding the creation of functions and functional failures. On the Failure Modes tab, several records may reference the same function and the same functional failure. And each of these records has its own sequence and note field for both the function and the functional failure. And since the system for these two fields does not enforce consistent data entry it is possible that different records for the same function or functional failure have different values in the respective sequence and note fields. In that case the system will use the sequence and note from the record that was most recently updated or created.

      And if Apply Campaign is selected the system will add the equipment to the selected campaign. Note that if Campaign is blank, the system will do nothing.

    3. Apply Corrective Action to All—Rather than one by one you can apply corrective action to all records in one action by clicking this button.

      The system will try and process all records where:

      1. Apply RCM is selected and where RCM Applied is still unselected or where

      2. Apply Campaign is selected and where Campaign is entered and where Campaign Applied is still unselected.

      Records that are selected for processing, but where an error is found, will be skipped. The system will not raise an error for these records like it will when you use the Apply Corrective Action button to process the records one by one. After processing all the selected records the system will indicate how many records were processed successfully and will also indicate the total number of records tried. The records that were not processed can be tried individually, so you can see the reason why RCM or the campaign cannot be applied.

      Note that on this tab the system does not show equipment with a department that you have no access to if department security is activated. This "invisible equipment" will not be updated because of department security rules, but be aware that it will be included in the total count of the tried equipment. A similar issue exists with the selected Dataspy. You may only see two records on the tab due to the Dataspy filters, but the system will still try all records attached to the case that satisfy the above criteria.

    4. Remove Applied RCM— For the selected record, this button will remove the case data from the target equipment or template from both the RCM tab and the RCM Failure Mitigation tab. Only the records that originated from the case will be removed. The system will use the Source Code, Source Org., and Source Entity fields for this purpose. And the system will then recalculate the Risk Priority Number and Risk Level of the target equipment or template.