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About Site Filtering in RCM

In RCM, users will only see global data or analysis data related to their assigned site(s).

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.

ExamplesClosed

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.

Related Information

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