Workflow

Action Management: Manage Recommended Actions Workflow

Recommended Actions are created, assigned, and approved in the Manage Recommended Action workflow. Recommended Actions requiring execution are managed using the Execute Recommended Actions workflow.

Blue text in a shape indicates that a description is provided for that step in the following sections. For more information, refer to the topic Interpreting the Workflow Diagrams.

Create/Update Recommended ActionOther APM WorkflowsAdditional Investigation?Other APM WorkflowsApprove RecommendationExecute in EAM?EAM Notification CreatedExecute Recommended Action

Related Information

Create/Update Recommended Action

Persona: Analyst

Create or update a Recommended Action based on opportunities or needs identified in other analysis processes. The Recommended Action is associated with an Asset (Functional Location/Equipment) by the user or by association with the initiating object.

Additional Investigation?

Persona: Analyst

If a Recommended Action is assigned for further investigation, it is carried over to other work processes. If not, then the recommendation is assigned for approval.

Approve Recommendation

Persona: Supervisor

Approve the Recommended Action for execution.

Execute in EAM?

Persona: GE Digital APM

If a Recommended Action is marked to raise an EAM Notification, then an EAM Notification is created. If not, then the Recommended Action awaits execution by the assigned person.

Other APM Workflows

Persona: Analyst

Recommended Actions are requests for corrective action or additional investigation. Recommended Actions are raised from within other GE Digital APM modules, including Core Analysis, Asset Health Manager, Metrics and Scorecards, Root Cause Analysis, Policy Execution, Process Hazards Analysis (PHA), and Reliability Analysis. If additional investigation is needed, it will be conducted in other GE Digital APM Modules, including Core Analysis, Asset Health Manager, Root Cause Analysis, Process Hazards Analysis (PHA), and Reliability Analysis.

EAM Notification Created

Persona: GE Digital APM

If a Recommended Action is to be executed as an EAM System Work Order, an appropriate work item request in the corporate EAM System is triggered by GE Digital APM.

Action Management: Execute Recommended Action Workflow

Recommended Actions are created, assigned, and approved in the Manage Recommended Action workflow. Recommended Actions requiring execution are managed using the Execute Recommended Actions workflow.

Blue text in a shape indicates that a description is provided for that step in the following sections. For more information, refer to the topic Interpreting the Workflow Diagrams.

Action Management: Manage Recommended Actions WorkflowSchedule Recommended ActionExecute Recommended ActionRecurring Recommendation?Close Recommended Action

Related Information

Schedule Recommended Action

Persona: Technician

Place the Recommended Action that is ready for execution in a Scheduled state.

Recurring Recommendation?

Persona: Technician

If a Recommended Action is recurring, then the Recommended Action is rescheduled for its next execution. If not, then the Recommended Action can be closed.

Close Recommended Action

Persona: Technician

Close the Recommended Action.