Workflow

This workflow describes the process of creating a strategy, which is a set of actions that represent a plan to optimize equipment and location performance to achieve business benefits.

In the following workflow diagram, the blue text in a shape indicates that a corresponding description has been provided in the sections that follow the diagram. For more information, refer to the topic Interpreting the Workflow Diagrams.

Persona: Varies

These workflows produce Risks as well as Mitigating Actions that can be pushed to ASM to build a strategy. They include:

• RCM: Evaluates a system with respect to its individual function to determine how to avoid functional failures.
• FMEA: Focuses on equipment and functional locations, analyzing how each could fail and the effect of the failures.
• RBI: Allows you to analyze the risk of an asset's failing in certain mechanisms, and then to create an inspection strategy for each mechanism.
• SIS/Hazards: Assesses the integrity of safety instrumented systems, identifies hazards, assesses hazard risks, and provides solutions for mitigating safety risks.

Go to the RCM/FMEA Workflow.

Persona: Analyst

Import data from your SAP system using the APM Connect EAM connection adapters. Strategy data imported from your SAP system can then be manipulated directly in the GE Digital APM ASM module.

Persona: Analyst

Import data from external sources into the various GE Digital APM modules using the APM Connect Data Loaders. The ASM Strategy Data Loader enables the import of strategies, which can be manipulated in GE Digital APM.

Go to the Data Loaders workflow.

Persona: Analyst

Asset Strategies can be created manually, created from existing plans, or promoted from existing methodologies such as RCM/FMEA, RBI, and SIS. The result is the ability to view all actions and mitigated risks.

Persona: Analyst

Create, add, modify, and delete Risks, and then assess Unmitigated Risk. Create, add, modify, supersede, and delete Actions. Assign Actions to Risks, and then assess Mitigated Risk.

Persona: Analyst

View all risks and mitigating actions to determine the best overall strategy for the asset or collection of assets. This can be performed manually using the Risk Analysis tool by assessing Risk Mitigation and Action Cost as well as by superseding Actions, or, as an optional step, by utilizing Asset Strategy Optimization (ASO).

Persona: Analyst

ASO allows the user to compare multiple strategy scenarios and select the preferred strategy to propose for approval.

Persona: Analyst

Once the Team acts upon all proposed changes, the Analyst should propose an improved strategy to the Supervisor for review and approval.

Persona: Supervisor

Review a summary of changes to the strategy, including deltas on Action Cost and Risk Mitigation.

Persona: Supervisor

After review, the Supervisor determines if the strategy should be approved for implementation. If the strategy is approved it becomes Active, with a revision history. If the strategy is not approved, it is sent back to the Analyst or Team for further analysis.

Persona: Supervisor

Can implement actions via the following:

• Calibration Task
• Health Indicator
• Inspection Task
• Lubrication Requirement
• Measurement Location
• Policy Instance
• EAM Work Request

Persona: Supervisor

After a strategy is approved in ASM, the actions associated with the strategy can be implemented in GE Digital APM, or they can be sent to ASI for SAP, where they are packaged as Work Management Items to export and implement in SAP.