Active Strategies and Proposed Strategies

About Active Strategies and Proposed Strategies

Note: The information in this topic also applies to Asset Strategy Templates, but is limited to Asset Strategies to simplify the discussion.

When reviewing the ASM data model, you will notice that each Asset Strategy record is linked directly to:

  • One Active Strategy record.

    -and-

  • One Proposed Strategy record.

The Active Strategy record and the records to which it is linked represent the strategy that you are currently using to maintain the piece of equipment or location. Likewise, the Proposed Strategy record and the records to which it is linked represent the strategy that you want to start using to maintain the piece of equipment or location.

Details

For each Asset Strategy, there is always one Active Strategy and one Proposed Strategy. Throughout this documentation, we refer to the following types of Asset Strategy:

  • Active Strategy : Represents the strategy that you are currently using to maintain the piece of equipment or location.
  • Proposed Strategy: Represents the strategy that you want to start using to maintain the piece of equipment or location.

When you create an Asset Strategy, the Active Strategy and the Proposed Strategy are created automatically and are identical. As you make changes to the Asset Strategy by adding Risks and Actions and assessing the risk, those changes are stored in the Proposed Strategy. When you activate the Proposed Strategy, the contents of the Proposed Strategy are copied to the Active Strategy. Then, once again, the Active Strategy and Proposed Strategy are identical.

Consider the following image, which illustrates the Proposed Strategy and Active Strategy that are created when you create an Asset Strategy.

Now, consider the following image, which illustrates what happens to the Proposed Strategy when you add an Action, Risk, and Risk Assessment to the Asset Strategy.

You can see from the preceding image that only the Proposed Strategy is affected. The Active Strategy remains unchanged.

Finally, consider the following image, which illustrates what happens when you activate the Proposed Strategy.

You can see from the preceding image that the Proposed Strategy and the Active Strategy are now identical again. The process would begin again if you were to modify the Asset Strategy in some way. For example, if you were to add a new Action, the following image illustrates how the Proposed Strategy would be updated, where the new Action is colored purple.

Access a System Strategy

Procedure

  1. Access the ASM Overview page.
  2. Select the System Strategies tab.
    A list of system strategies appears.

  3. In the Strategy ID column, select the link for the system strategy that you want to view.

    The Strategy Summary workspace for the selected system strategy appears, displaying the Summary section. The following charts appear:

    • Risk Profile
    • Cost Projection

Create a System Strategy

Procedure

  1. Access the ASM Overview page.
  2. In the page, select , and then select Create System Strategy.
    The new strategy appears in a new tab, displaying the Details section. The following image shows the Details section for a system strategy.

  3. As needed, enter values in the available fields for a system strategy.
  4. Select .
    The strategy is created.

Activate an Asset Strategy as Baseline

Before You Begin

This topic assumes that you have a pre-existing asset strategy in the Draft state.

Tip: Reference the following topic if you want to create a new asset strategy before you start this set of instructions.
There are two activate operations in ASM:
  • Baseline: This is mostly used to approve existing strategies for assets without going through the Pending Review state.
  • Propose: This allows the asset strategy to go through a review workflow so that the strategy can be modified before it is activated.

Procedure

  1. Access an asset strategy.
  2. Select the asset strategy you want to activate as Baseline.
    The Strategy Details workspace for the selected asset strategy appears.

  3. In the workspace, select , then select Baseline, and then select Done.
    A window appears, asking you to confirm the proposed changes to the strategy.
  4. Select Yes.
    You will receive a notification that the strategy is activated.

Approve an Asset Strategy as a Proposed Strategy

About This Task

This topic assumes that you have a pre-existing asset strategy in the Draft state.

Tip: Reference the following topic if you want to create a new asset strategy before you start this set of instructions.
There are two activate operations in ASM:
  • Baseline: This is mostly used to approve existing strategies for assets without going through the Pending Review state.
  • Propose: This allows the asset strategy to go through a review workflow so that the strategy can be modified before it is activated.

Procedure

  1. Access an asset strategy.
  2. Select the asset strategy you want to activate as Proposed.
    The Strategy Details workspace for the selected asset strategy appears.

  3. In the workspace, select , then select Propose, and then select Done.
    A message appears, asking you to confirm that you want to perform the Propose operation.
  4. Select Yes.
    The Basis for Revision text box appears.
  5. Enter the basis for your revision, and then select OK.
    The asset strategy enters the Pending Review state.
  6. To make the strategy active, select , select Make Active, and then select Done.
    A window appears, asking you to confirm that you want to activate the strategy.
  7. Select Yes.
    The strategy is activated.
    Note: If you want to rework a proposed strategy at ay time after it is activated, select Rework from the strategy's state menu, an then select Done

Add an Existing Asset Strategy to a System Strategy

Before You Begin

This topic assumes that you have pre-existing asset strategies to add to your system strategy.

Procedure

  1. Access the system strategy to which you want to add an asset strategy.
  2. Select the Manage tab.
    The Manage workspace appears.

  3. Select .
    The Add Existing Asset Strategies window appears.

  4. For each strategy that you want to add, select the check box, and then select Add.
    The asset strategy is added to the system strategy.
    Note: The maximum number of asset strategies that can be added to a system strategy is 500.

View Action Changes in System Strategy

About This Task

This topic describes how to view the changes for all the actions in the system strategy.

Procedure

  1. Access the system strategy for which you want to view the action changes.
  2. Select the Manage tab.
    The Manage workspace appears.

  3. Select Action Changes to view the changes made to the actions in the system strategy.
    The Action Changes window appears.

Remove an Asset Strategy from a System Strategy

This topic describes how to remove an asset strategy from a system strategy.

Before You Begin

Only the owner of the strategy has the system permissions to delete a strategy.

Procedure

  1. Access the system strategy from which you want to remove an asset strategy.
  2. Select the Manage tab.
    The Manage workspace appears, displaying a list of available strategies.

  3. For each strategy that you want to remove, select the check box.
    In the workspace, is enabled.
  4. Select .
    A window appears, asking you to confirm that you want to remove the selected strategies from the parent strategy.
  5. Select OK.
    The selected strategy is removed.

Delete a System Strategy

Procedure

  1. Access the ASM Overview page.
  2. Select the System Strategies tab.
    The System Strategies section appears, displaying a list of system strategies.
  3. Select the row containing the strategy that you want to delete, and then, in the section, select .
    The Confirm Delete dialog appears, asking you to confirm that you want to delete the strategy.
  4. Select Yes.
    The strategy is deleted.
    Note: You can also delete a strategy using the delete button () under option while viewing the strategy that you want to delete.