General Reference

ASM Data Model

The following diagram illustrates how families are related to one another within the ASM data model. In the following image, boxes represent entity families, and arrows represent relationship families that are configured in the baseline database.

Several revision familiesexist in the ASM data model. Records are created in these families automatically when you modify certain information about an Asset Strategy.

ASM 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 ASM Administrator	MI Strategy Admin
MI ASM Analyst	MI Strategy Admin MI Strategy Power MI Strategy User MI Mechanical Integrity Power
MI ASM Reviewer	MI Strategy Admin MI Strategy Power MI Strategy User
MI ASM Viewer	MI APM Viewer MI Strategy Admin MI Strategy Power MI Strategy User

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

Family	MI ASM Analyst	MI ASM Administrator	MI ASM Reviewer	MI ASM Viewer
Entity Families
Action	View, Update, Insert, Delete	View	View, Update, Insert, Delete	View
Action Mapping	View	None	None	None
Active Strategy	View, Update, Insert, Delete	View	View, Update, Insert, Delete	View
Analysis Link	View	View	View	View
Asset Criticality Analysis	View	View	View	View
Asset Criticality Analysis System	View	View	View	View
Asset Strategy	View, Update, Insert, Delete	View	View, Update	View
Calibration Task	View	None	View	None
Checkpoint Task	View, Update, Insert	View, Update, Insert	View, Update, Insert	View
Consequence	View	View, Update, Insert, Delete	View	View
Distribution	View, Update, Insert, Delete	View	View	View
Execution Mapping	View	None	None	None
Growth Model	View	View	View	View
Health Indicator	View, Update, Insert, Delete	None	View, Update	View
Health Indicator Mapping	View	View, Update, Insert, Delete	View	View
Hierarchy Item Child Definition	View	View, Update, Insert, Delete	View	View
Hierarchy Item Definition	View	View, Update, Insert, Delete	View	View
Implementation Package	View, Insert	None	None	None
Inspection Task	View	None	View	View
KPI	View	View	View	View
KPI Measurement	View	View	View	View
Measurement Location	View	View	View	View
Measurement Location Group	View, Update, Insert	None	None	None
Measurement Location Template	View	View	View	View
Operator Rounds Allowable Values	View	View	View	View
Probability	View	View, Update, Insert, Delete	View	View
Proposed Strategy	View, Update, Insert, Delete	View	View, Update	View
Protection Level	View	View	View	View
RBI Degradation Mechanisms	View, Update	None	None	None
RBI Recommendation	View, Update	None	None	None
RCM FMEA Asset	View, Update, Insert, Delete	View	View	View
Reading	View	View	View	View
Reliability Distribution	View	View	View	View
Reliability Growth	View	View	View	View
Risk Assessment	View, Update, Insert, Delete	View	View, Update, Insert, Delete	View
Risk Category	View	View, Update, Insert, Delete	View	View
Risk Matrix	View	View, Update, Insert, Delete	View	View
Risk Rank	View, Update, Insert, Delete	View	View, Update, Insert, Delete	View
Risk Threshold	View	Insert, View, Update, Delete	View	View
Site Reference	View	View	View	View
System Action	View, Update, Insert, Delete	View	View	View
System Action Mapping	View	View, Update, Insert, Delete	View	View
System Action Optimization	View, Update, Insert, Delete	View	View	View
System Action Result	View, Update, Insert, Delete	View	View	View
System Analysis	View, Update, Insert, Delete	View	View	View
System Element	View, Update, Insert, Delete	View	View	View
System Element Result	View, Update, Insert, Delete	View	View	View
System Global Event	View, Update, Insert, Delete	View	View	View
System Resource	View, Update, Insert, Delete	View	View	View
System Resource Result	View, Update, Insert, Delete	View	View	View
System Resource Usage	View, Update, Insert, Delete	View	View	View
System Risk Assessment	View, Update, Insert, Delete	View	View	View
System Scenario	View, Update, Insert, Delete	View	View	View
System Sensor	View, Update, Insert, Delete	View	View	View
System Strategy	View, Update, Insert, Delete	View	View, Update	View
Unit Strategy	View, Update, Insert, Delete	View	View, Update	View
Work Management Item Child Definition	View	None	None	None
Work Management Item Definition	View	None	None	None
Work Management Item Definition Configuration	View	None	None	None
Relationship Families
Asset Criticality Analysis Has System	View	View	View	View
Has Action Driver	View, Update, Insert, Delete	None	None	None
Has Action Mapping	View	None	None	None
Has Action Revisions	View, Update, Insert, Delete	View	View, Update, Insert, Delete	View
Has Actions	View, Update, Insert, Delete	View	View, Update, Insert, Delete	View
Has Active Strategy	View, Update, Insert, Delete	View	View, Update, Insert, Delete	View
Has Asset Strategy	View, Update, Insert, Delete	View	View	View
Has Associated Recommendation	View, Update, Insert, Delete	View	View	View
Has Associated Strategy	View, Update, Insert, Delete	View	View	View
Has Checkpoint	View	None	None	None
Has Child Hierarchy Item	View	View, Update, Insert, Delete	View	View
Has Child Work Management Item	View	None	None	None
Has Driving Recommendation	View, Update, Insert, Delete	View	View, Delete	View
Has Execution Mapping	View	None	None	None
Has Functional Location	View	None	View	None
Has Global Events	View, Update, Insert, Delete	View	View	View
Has Health Indicators	View, Update, Insert, Delete	View	View	View
Has Measurement Location Group	View, Update, Insert, Delete	None	None	None
Has Mitigated TTF Distribution	View, Update, Insert, Delete	View	View	View
Has Mitigation Revisions	View, Update, Insert, Delete	View	View, Update, Insert, Delete	View
Has Planned Resource Usages	View, Update, Insert, Delete	View	View	View
Has Proposed Strategy	View, Update, Insert, Delete	View	View, Update, Insert, Delete	View
Has Readings	View	View	View	View
Has Recommendations	View, Update, Insert, Delete	None	None	N/A
Has Reference Values	View	View, Update, Insert, Delete	View	View
Has Resource Usages	View, Update, Insert, Delete	View	View	View
Has Risk	View, Update, Insert, Delete	View	View, Update, Insert, Delete	View
Has Risk Assessments	View, Update, Insert, Delete	View	View	View
Has Risk Category	View, Update, Insert, Delete	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Has Risk Matrix	View	None	None	None
Has Risk Revisions	View, Update, Insert, Delete	View	View, Update, Insert, Delete	View
Has Root System	View, Update, Insert, Delete	View	View	View
Has Scenarios	View, Update, Insert, Delete	View	View	View
Has Strategy	View, Update, Insert, Delete	View	View	View
Has Strategy Revision	View, Update, Insert, Delete	View	View, Update, Insert, Delete	View
Has System Actions	View, Update, Insert, Delete	View	View	View
Has System Elements	View, Update, Insert, Delete	View	View	View
Has System Optimization	View, Update, Insert, Delete	View	View	View
Has System Resources	View, Update, Insert, Delete	View	View	View
Has System Results	View, Update, Insert, Delete	View	View	View
Has System Risks	View, Update, Insert, Delete	View	View	View
Has System Strategy	View, Update, Insert, Delete	View	View	View
Has TTF Distribution	View, Update, Insert, Delete	View	View	View
Has TTR Distribution	View, Update, Insert, Delete	View	View	View
Has Unplanned Resource Usages	View, Update, Insert, Delete	View	View	View
Has Work Management Item	View, Update, Insert	None	None	None
Has Work Management Item Definition Configuration	View	None	None	None
Health Indicator Has Mapping	View, Update, Insert, Delete	View	View	View
Health Indicator Has Source	View, Update, Insert, Delete	View	View	View
Implements Action	View, Update, Insert	None	View	View
Implements Secondary Strategy	View	None	None	None
Implements Strategy	View, Insert	None	None	None
Is Based on RBI Degradation Mechanism	None	None	View, Delete	None
Is Based on RCM FMEA Failure Effect	View, Update, Insert, Delete	None	None	None
Is Basis for Asset Strategy Template	View, Update, Insert, Delete	View	View, Update	View
Is Mitigated	View, Update, Insert, Delete	View	View, Update, Insert, Delete	View
Master Template Has Asset Strategy	View, Update, Insert, Delete	View	View, Update	View
Mitigates Risk	View, Update, Insert, Delete	View	View, Update, Insert, Delete	View
Safety Analysis Has Equipment	View	N/A	View	N/A
Was Applied to Asset Strategy	View, Update, Insert, Delete	View	View, Update	View
Was Promoted to ASM Element	View	None	View	View

Associating a Strategy with a Specific Site

Some companies that use the GE Digital software have facilities at multiple sites or locations around the world. Each site contains unique locations and equipment.

If needed, you can define these sites and associate equipment and locations with the site to which they belong. When you create an Asset Strategy record and link it to an Equipment or Functional Location record, the Site Reference field will be populated automatically with the Record ID of the Site Reference record to which the Equipment or Functional Location record is linked. To help streamline the strategy-building process, the GE Digital system will allow you to add multiple Asset Strategies to System Strategies only if all the underlying equipment and locations belong to the same site. Likewise, you can add multiple System Strategies to a Unit Strategy only if all the underlying equipment and locations belong to the same site.

ASM System Code Tables

The following table provides a list of the System Code Tables that are used by ASM.

Table ID	Table Description	Function
MI_ACTION_TYPE	Action Type	Used to populate the Action Type list in Action records.
MI_PERFORMANCE_INTERVAL_UNITS	Performance Interval Units	Used to populate the Performance Interval Units list in Action records.
MI_TIME_UNITS	Time Units	Used to populate the Interval Units list in Action records.
SC_RECOM_RESOURCE	Recommended Resource	Used to populate the Recommended Resource list in Action records.

ASM URLs

There are three URL routes associated with Asset Strategy Management: /strategy/overview, /strategy/asm, and /strategy/admin. The following table describes the various paths that build on the routes, and the elements that you can specify for each.

Tip: For more information, refer to the URLs section of the documentation.

ASM URLs

Element	Description	Accepted Value(s)	Notes
/strategy/overview: Opens the Asset Strategy Management home page.
/strategy/asm/strategy/<AssetEntityKey>: Displays the selected Strategy on the Strategy Details page.
<AssetEntityKey>	Specifies the entity key of an asset whose associated strategy data you want to display.	The entity key of the asset.	The asset entity key must be present in the URL to display the correct page.
/strategy/asm/strategy/<AssetEntityKey>/<WorkspaceName>: Displays the selected strategy in the selected workspace.
<WorkspaceName>	Specifies the workspace within which you want to open the query.	risks-actions	Displays the selected strategy in the Risks and Actions workspace on the Strategy Details page.
		analysis	Displays the selected strategy in the Risk Analysis workspace on the Strategy Details page.
		revisions	Displays the selected strategy in the Revisions workspace on the Strategy Details page.
		implement	Displays the selected strategy in the Implement Actions workspace on the Strategy Details page.
/strategy/asm/template/<TemplateEntityKey>: Displays the selected template on the Strategy Details page.
<TemplateEntityKey>	Specifies the entity key of the template whose data you want to display.	The entity key of the template.	The template entity key must be present in the URL to display the correct page.
/strategy/asm/template/<TemplateEntityKey>/<TemplateWorkspaceName>: Displays the selected template in the selected workspace.
<TemplateWorkspaceName>	Specifies the workspace within which you want to open the query.	controlled	Displays the selected template in the Controlled Strategies workspace on the Strategy Details template page.
		risks-actions	Displays the selected template in the Risks and Actions workspace on the Strategy Details template page.
		analysis	Displays the selected template in the Risk Analysis workspace on the Strategy Details template page.
		revisions	Displays the selected template in the Revisions workspace on the Strategy Details template page.
/strategy/asm/system/<SystemEntityKey>: Displays the selected system strategy on the Strategy Details page.
<SystemEntityKey>	Specifies the entity key of the system strategy whose data you want to display.	The entity key of the desired system strategy.	The system strategy entity key must be present in the URL to display the correct page.
/strategy/asm/system/<SystemEntityKey>/<SystemWorkspaceName>: Displays the selected system strategy in the selected workspace on the Strategy Details page.
<SystemWorkspaceName>	Specifies the workspace within which you want to open the query.	manage	Displays the selected system strategy in the Manage Strategy workspace on the Strategy Details page.
		analysis	Displays the selected system strategy in the Risk Analysis workspace on the Strategy Details page.
		review	Displays the selected system strategy in the Review Strategy workspace on the Strategy Details page.
/strategy/asm/unit/<UnitEntityKey>: Displays the selected unit strategy on the Strategy Details page.
<UnitEntityKey>	Specifies the entity key of the unit strategy whose data you want to display	The entity key of the desired unit strategy.	The unit strategy entity key must be present in the URL to display the correct page.
/strategy/asm/unit/<UnitEntityKey>/<UnitWorkspaceName>: Displays the selected unit strategy in the selected workspace on the Strategy Details page.
<UnitWorkspaceName>	Specifies the workspace within which you want to open the query.	manage	Displays the selected unit strategy in the Manage Strategy workspace on the Strategy Details page.
		analysis	Displays the selected unit strategy in the Risk Analysis workspace on the Strategy Details page.
		review	Displays the selected unit strategy in the Review Strategy workspace on the Strategy Details page.

Example ASM Overview URLs

Example URL	Destination
/strategy/overview	The ASM Overview page.
/strategy/asm/strategy/5272011/risks-actions	The Risks and Actions workspace for the specified strategy.
/strategy/asm/unit/1301955/review	The Review Strategy workspace for the specified unit strategy.
strategy/asm/template/2112805	The Strategy Details page for the specified template.

ASM Admin URLs

Element	Description
/strategy/admin	Opens ASM Admin with the first tab selected.
/strategy/admin/risk-card	Opens ASM Admin with the Risk Card tab selected.
/strategy/admin/action-card	Opens ASM Admin with the Action Card tab selected.

About the ASM Data Structure

Asset Strategy Management (ASM) helps you create a strategy through a cycle of proposing changes that result in a plan that maintains a piece of equipment or location while posing the least possible risk and incurring the least possible cost. Because it might take months of research and discussion for a team to decide upon the proposed changes to an existing strategy, companies need a way to track proposed strategy changes separately from the current strategy. This tracking method allows management to review the cost difference and risk difference that would result from implementation of the proposed changes.

Details

ASM facilitates the creation of multiple records to help you store information about a suggested strategy separately from information about the current strategy. The first step to creating any strategy is to create an Asset Strategy record. When you first save an Asset Strategy record, GE Digital APM creates the following records, which are linked automatically to the Asset Strategy record:

Proposed Strategy
Active Strategy

These records serve as containers to identify the strategy using information such as the strategy ID and description. The records will be linked automatically to other records as you expand the strategy by adding Action records and Risk records and assessing the risk.

Ultimately, the Proposed Strategy record and the records to which it is linked represent the strategy that you propose the company implement. The Active Strategy record and the records to which it is linked represent the strategy that the company is currently implementing.

When you modify an Asset Strategy that is in the Active state, causing its state to change to Modified, GE Digital APM captures your changes in the Proposed Strategy record and other records to which it is linked. When you later activate the strategy, the GE Digital APM system copies the information from the Proposed Strategy record (and appropriate linked records) to the Active Strategy record (and appropriate linked records).

The Proposed Strategy record and its linked records are then identical to the Active Strategy record and its linked records until additional changes are made, which causes the cycle to continue.

ASM families can also participate in additional relationships with families in the Asset Criticality Analysis (ACA) data model, if an Asset Criticality Analysis System record is promoted from ACA to ASM.

About the Risk and Cost Summary Graphs

Risk Profile and Cost Projection charts are on the Strategy Details page and the Risk Analysis page of every strategy in ASM. This topic explains each type of chart or graph and how best to interpret them and the results that they provide for your assets.

Interpreting the Risk Profile Chart

The Risk Profile chart that appears on the Strategy Details page shows only the Active and Unmitigated risk ranks, whereas the Risk Analysis shows the Proposed risk rank data, allowing you to compare the Active Strategy and the Proposed Strategy.

Note: The Risk Profile chart does not display Risk records that have been removed from the Proposed Strategy.

Risk Rank

The following image shows an example of a Risk Profile chart from the Risk Analysis section of a strategy, displaying the Risk Rank graph.

The Risk Rank graph contains the following elements:

Unmitigated Risk Rank: The values for the unmitigated risk rank for each Risk in the Active Strategy are signified by .
Proposed Mitigated Risk Rank: The values for the projected/proposed Strategy Mitigated Risk Rank value for each Risk that belongs to the Proposed Strategy are displayed on the light-blue vertical bar. As you make changes to the Asset Strategy, changing the strategy's state to Modified, those changes are reflected in the bars on the graph.
Active Risk Rank: The Strategy Mitigated Risk Rank value for each Risk that belongs to the Active Strategy. These values are displayed on the dark-blue vertical bars on the graph.

Note: If a Proposed Strategy contains more Risks than the corresponding Active Strategy, the additional Risks are displayed on the Risk Profile chart. For any additional Risk, the unmitigated risk rank and the active risk rank will be the same until the strategy is activated.

Financial Risk

You can use the radio buttons on the Risk Profile (Risk Profile) chart to toggle between the Risk Rank graph and the Financial Risk graph. As seen below, the Financial Risk graph shows the financial risk of each asset in the strategy.

The risks are shown on the x-axis, while the y-axis contains a monetary amount in US Dollars (USD) for the following scenarios, which appear in the following chart.

Unmitigated : The risks presented with no changes.
Active : The risks as they are in an active strategy.
Proposed : The risks as proposed with changes to the strategy.

Manipulating the Risk Rank and Financial Risk Charts

You can select to expand the Sort By list, which has sort and filter parameters pertaining to the chart organization, as shown in the following image.

For example, consider the following graph, which shows the total mitigated risk, 150.1, for Lubricant Degradation across all risk categories.

You would also see this value on the action card for Strategy Mitigated Risk Rank, accessed via the Risks and Actions page in your Asset Strategy.

If you filtered the Risk Profile section to display only risk values associated with the Operations risk category, it would look like the graph in the following image.

If you place the cursor over the line and the bars, you can choose to show the datapoint values on the graph to determine the exact risk rank values. The following image displays the example graph with the cursor hovering over the unmitigated risk bar for Lubricant Loss.

Interpreting the Cost Projection Chart

The Cost Projection chart combines the Active and Proposed scenarios for the cost of risk mitigation over a set period of time as defined in the Plan Length field for the strategy record, with the increments of time being on the y-axis and a monetary amount in US Dollars (USD) on the x-axis. The Strategy Details page shows only the Active scenarios, while the Risk Analysis page compares both Active and Proposed. The Proposed scenarios appear as a light-blue vertical bar and the Active projections appear as a dark-blue vertical bar, as seen in the following chart.

Maintaining Synchronization between the Asset Strategy and the Linked Analysis in ASO

When the optimization process is initiated from ASM, the contents of the Asset Strategy are transferred to the ASO module and the strategy in ASM is placed in Simulation mode. An Active scenario and a proposed scenario are then created in ASO.

The purpose of the Active scenario is to retain a visible record of the source strategy in ASO, for comparison purposes, while the proposed scenario provides a copy to be modeled under various proposed changes, the results of which will be shown in the simulation results, and in ASM.

When changes are made to the source strategy in ASM or to the proposed scenario in ASO, these are not immediately reflected in the linked module, i.e., synchronization is not automatic. The contents of the two modules are synchronized each time a Monte Carlo simulation is run.

When a simulation run is initiated, all scenarios (Active, Proposed and copies) are subjected to Monte Carlo simulation, for which valid simulation data will need to be added via the scenario grids. If insufficient or invalid data is preventing simulation from running the user is taken to each scenario in turn to complete the necessary data, with mandatory entries being indicated by a red icon and a count showing on the scenario tab in the left navigation pane.

When the simulation run has been completed, the contents of the proposed scenario are reflected in ASM, which is placed in a modified state. If initial synchronization, based on the proposed scenario in ASO, has not taken place, or the proposed scenario has been modified in ASO since the last simulation run, the user will not be permitted to make changes to the source strategy in ASM via Risk Analysis. Here the user will be notified in Risk Analysis and Review Strategy pages of the need to rerun the simulation and a hyperlink provided on these pages to initiate the Simulation run.

Note: The above restrictions on modifying a strategy in ASM do not apply to the Risk and Actions pages. Any additions or modifications to Actions and Risks will be captured in the Active and Proposed scenarios in ASO when the user selects Run Simulation in ASM. It is important that the hyperlink provided in the Risk Analysis and Review Strategy pages in ASM is used at this point since changes in ASM will not be captured if the Simulation is run from ASO. If the user chooses to run the Simulation from ASO the modified strategy will be overwritten with the simulation results from the proposed scenario before these changes had been captured and run in the ASO Analysis.

About Revision Families in the ASM Data Model

The following revision families exist in the ASM data model:

Strategy Revision
Actions Revision
Risks Revision
Risk Assessment Revision

Details

Records are created in these families when you modify certain information about an Asset Strategy. The following table explains when these records are created.

This action:	...Creates this record
Activating an Asset Strategy for the first time	Strategy Revision Actions Revision Risks Revision
Activating an Asset Strategy after modifying an Action record	Actions Revision
Activating an Asset Strategy after modifying a Risk record	Risks Revision
Activating an Asset Strategy after modifying a Risk Assessment record that is linked to an Action record Note: If you activate an Asset Strategy after modifying a Risk Assessment record that is linked to a Risk record, a Risk Assessment Revision is not created. The Risk Revision record that is created as a result of the change is updated to contain the new risk rank, so a Risk Assessment Revision record is not needed.	Risk Assessment Revision
Activating a System Strategy if the underlying Asset Strategies have never been activated	Strategy Revision Actions Revision Risks Revision

ASM State Configuration

ASM leverages State Configuration Roles, which you can assign to Security Users to manage who can transition strategies from one state to another.

Details

In the baseline GE Digital APM database, no State Configuration Roles are assigned to any state in the Asset Strategy State Configuration or the Asset Strategy Template State Configuration. If needed, an administrative user can assign State Configuration Roles to these states.

Throughout ASM, some options will be disabled based on whether or not the current user is assigned to the State Configuration Role that is required to perform that action. In other words, if an action will change the state of the strategy (e.g., adding an Action record) and the current user does not have permission to change the state, all options that would cause the state to change will be disabled. For example, consider the following scenario:

An administrative user has specified that only members of the Asset Strategy Modifier State Configuration Role can transition an Active Strategy to the Modified state.
Only members of the ASM Analyst Security Group are assigned to the Asset Strategy Modifier State Configuration Role.
A user is logged in to GE Digital APM as a member of only the ASM Reviewer Security Group.

In this case, when the ASM Reviewer opens, on the Asset Strategy Actions page, an Asset Strategy in the Pending Review state, the following options will be disabled on that page:

The Add Action button.
The Remove Action button.
The Undo Action button.
The Assign New Risk button.
The Assign Existing Risk button.
The Action datasheet.
The Risk Assessment datasheet.

If no State Configuration Roles are specified for State Configuration, as in the baseline database, all options will be available to all users, and state changes will not be restricted. To take full advantage of the features in ASM, we recommend that you assign members of the ASM Security Groups to a corresponding State Configuration Role.

The following diagram shows the states and operations that exist in the baseline State Configuration for the Asset Strategy family. You can use this diagram to determine which operations will appear on the Operations menu when you are viewing an Asset Strategy. The Operations menu will display any operation to which the current Asset Strategy record can be transitioned from its current state.

Note: The information in this topic also applies to the configuration of Asset Strategy Template State Configuration.

State Configuration

The Draft state is the initial state of all new Asset Strategy records.

Datasheet Configuration: By default, states and operations will appear on the datasheet when you are viewing an Asset Strategy record in the Record Manager.
Reserved States and Operations: By default, all states and operations displayed in the preceding diagram are reserved. This means that you cannot remove or modify any of these states or operations. You also cannot add operations whose successor state is set to Active.
State Configuration Roles. By default, no State Configuration Roles are assigned to any state in the Asset Strategy State Configuration. As needed, you can assign State Configuration Roles to any state.

ASM Site Filtering

Asset Strategies

Site filtering is applied to asset strategies by one of the following methods:

Assigning a site using the Site control on the new asset strategy datasheet: Using the Site control, you can choose a site from any of your available sites or designate the record as Global. Once the new strategy is saved, the site is locked for that strategy and cannot be changed. You can switch assets assigned to the strategy, but it must be an asset with the same site assignment.
Assigning an asset to the strategy: All of the strategy's associated records are assigned to the same site as the asset. If an asset strategy is initially set to global, after you assign an asset to the strategy and save it, the site assignment it inherits from that asset is locked and cannot be changed. You can switch assets assigned to the strategy, but it must be an asset with the same site assignment.

System Strategies

Site filtering is applied to system strategies by one of the following methods:

Assigning a site using the Site control on the new system datasheet: Using the Site control, you can choose a site from any of your available sites or the global option. Once the site is set for the system, you will only be able to add asset strategies with that same site assignment.
Assigning an asset strategy with an assigned site to the system strategy: If the system was initially created as global, and you assign an asset strategy to the system, the system will inherit the site of the asset strategy.
Note: All strategies in a system must be of the same site.
Creating a system strategy within a unit strategy that has an assigned site.

Note: When you create a new asset strategy within a system strategy, the new asset strategy inherits the site from the system strategy, and you are only able to add assets to the asset strategy that are of the same site.

Unit Strategies

Site filtering is applied to unit strategies by one of the following methods:

Assigning a site using the Site control on the new unit strategy datasheet: Using the Site control, you can choose a site from any of your available sites or the global option. Once the site is set for the unit, you will only be able to add system strategies with that same site assignment.
Assigning a system strategy with an assigned site to the unit strategy: If the unit was initially created as global, and you assign a system to the unit strategy, the unit will inherit the site of the system strategy.

Note: All system strategies in a unit must be of the same site.

Asset Strategy Templates

The Strategy Template family is not enabled for site filtering. All records under a template are designated as Global. Templates can be applied as a copy to strategies from any site as long as their risk matrices match. The template then controls strategies from multiple sites as a master. If the template has controlled strategies from multiple sites, and you do not have permissions for all of those sites, you will not be able to activate the template.

Examples

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

Scenario 1: User assigned to both Site X and Site Y links assets to a strategy

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

The user is unable to link Equipment 1 to Asset Strategy 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 a strategy with an incompatible site assignment.

Scenario 2: User assigned to both Site X and Site Y links an asset strategy to a system strategy

Asset Strategy 1 is assigned to Site Y and System Strategy 1 is a global record. The user links Asset Strategy 1 to System Strategy 1, which sets the site for System Strategy 1 as Site Y.

Now, only asset strategies with the Site Y assignment are able to added to System Strategy 1.

Scenario 3: User assigned to both Site X and Site Y links a system strategy to a unit strategy

Unit Strategy 1 is assigned to Site Y and System Strategy 1 is a global record. The user adds System Strategy 1 to Unit Strategy 1, which sets the site for System Strategy 1 as Site Y.

Scenario 4: User assigned to Site X and Site Y applies a template to a strategy

Asset Strategy 1 is assigned to Site Y and Asset Strategy 2 is assigned to Site X. The user applies Template A to Asset Strategy 1 and to Asset Strategy 2, even though have separate site assignments.