Table Of Content

MeridiumAPMAssetStrategyManagement Meridium APM Asset Strategy Management 3.6.1.3.0 Confidential and ProprietaryInformationof Meridium, Inc. • Page1of552 CopyrightandLegal Meridium APM AssetStrategy Management 3.6.1.3.0 Copyright©Meridium, Inc. 2017 All rightsreserved. Printed in the U.S.A. Thissoftware/documentationcontainsproprietary informationof Meridium, Inc.; itis provided under alicense agreementcontainingrestrictionson use and disclosure. All rightsincludingreproductionby photographicor electronic processand translation into other languagesof thismaterial are fully reserved under copyrightlaws. Repro- ductionor use of thismaterial in whole or in partin any manner withoutwrittenper- missionfrom Meridium, Inc. is strictly prohibited. Meridium is aregistered trademark of Meridium, Inc. All trade namesreferenced are the service mark, trademark or registered trademark of the respective manufacturer. Confidential and ProprietaryInformationof Meridium, Inc. • Page2of552 AboutThisDocument About This Document Thisfileis provided so thatyou can easilyprintthissectionof theMeridium APMHelp system. You should, however, use the Help system instead of aprinted document. Thisis becausetheHelp system provideshyperlinksthatwill assistyou in easilylocatingthe related instructionsthatyou need. Such linksarenotavailablein aprintdocument format. TheMeridium APMHelp system can beaccessed withinMeridium APMitself or viathe Meridium APMDocumentationWebsite(https://www.me- ridium.com/documentation/WebHelp/WebHelpMaster.htm). Note: If you do nothaveaccessto theMeridium APMDocumentationWebsite, con- tactMeridium Global SupportServices. Confidential and ProprietaryInformationof Meridium, Inc. • Page3of552 TableofContents Table of Contents Meridium APM AssetStrategy Management 1 Copyrightand Legal 2 AboutThisDocument 3 Table of Contents 4 Overview of AssetStrategy Management 16 ASM System Requirements 17 Overview of the ASM DataStructure 18 Illustrationof the ASM DataModel 19 Illustrationof the ASM DataModel Integrated with AssetCriticality Analysis 22 AboutRevisionFamiliesin the ASM DataModel 23 AssetStrategies 24 System Strategies 25 UnitStrategies 26 Active Strategiesand Proposed Strategies 27 AssetStrategy Templates 32 Risks 33 Actions 34 AboutState Configurationin ASM 35 AssetStrategy State Configuration 36 AssetStrategy Template State Configuration 38 Aboutthe Cancel Operation 40 ManagingRecordsfor ASM Families 41 Accessingthe ASM - StartPage 42 Aspectsof the ASM - StartPage 43 First-Time DeploymentWorkflow 44 Upgrade or Update AssetStrategy Managementto 3.6.1.3.0 45 ASM Security Groups 48 AssociatingaStrategy with aSpecific Site 58 Confidential and ProprietaryInformationof Meridium, Inc. • Page4of552 TableofContents Accessingthe ASM - AdministrationPage 59 Aspectsof the ASM - AdministrationPage 60 SearchMenu 62 CommonTasksMenu 63 AboutSpecifyingSearchQueries 64 Query PreferencesTab 65 SpecifyingaStrategy SearchQuery 67 AboutImportingand ExportingStrategies 69 Aboutthe XML File 70 The Import/ExportTab 73 Performingthe ExportProcedure 76 SpecifyingaDifferentExportQuery 81 AboutImportingAssetStrategiesFrom DifferentDatabases 83 WhatHappensIf the Imported Strategy Already Existsin the TargetDatabase? 84 Performingthe ImportProcedure 85 Aboutthe AssetStrategy <Import/Export> LogWindow 89 Savingthe Import/ExportLogResults 91 Aboutthe Page Labels 93 Interpretingthe Site Map 94 Aspectsof the AssetStrategy SearchPage 96 AssetStrategy SearchWorkspace 97 Accessingthe AssetStrategy Template SearchPage 99 Aspectsof the AssetStrategy Template SearchPage 100 AssetStrategy Template SearchWorkspace 101 Aspectsof the System Strategy SearchPage 102 System Strategy SearchWorkspace 103 Aspectsof the UnitStrategy SearchPage 104 UnitStrategy SearchWorkspace 105 Accessingthe AssetStrategy Overview 106 Aboutthe AssetStrategy Overview 107 Confidential and ProprietaryInformationof Meridium, Inc. • Page5of552 TableofContents Accessingthe AssetStrategy Template Overview 108 Aboutthe AssetStrategy Template Overview 109 Accessingthe System Strategy Overview 110 Aboutthe System Strategy Overview 111 Accessingthe UnitStrategy Overview 112 Aboutthe UnitStrategy Overview 113 Accessingthe AssetStrategy DefinitionPage 114 Aspectsof the AssetStrategy DefinitionPage 115 AssetStrategy DefinitionWorkspace 116 AboutAccessingthe AssetStrategy Template DefinitionPage 118 Aspectsof the AssetStrategy Template DefinitionPage 119 The AssetStrategy Template DefinitionWorkspace 120 Accessingthe System Strategy DefinitionPage 121 Aspectsof the System Strategy DefinitionPage 122 System Strategy DefinitionWorkspace 123 Accessingthe UnitStrategy DefinitionPage 125 Aspectsof the UnitStrategy DefinitionPage 126 UnitStrategy DefinitionWorkspace 127 Accessingthe AssetStrategy ActionsPage 129 Overview of the AssetStrategy ActionsPage 130 Proposed Strategy Section 131 Mitigated RisksSection 133 HealthIndicatorsTab 134 Accessingthe AssetStrategy Template ActionsPage 135 Overview of the AssetStrategy Template ActionsPage 136 Proposed Strategy Section 137 Mitigated RisksSection 139 HealthIndicatorsTab 140 Accessingthe AssetStrategy RisksPage 141 Overview of the AssetStrategy RisksPage 142 Confidential and ProprietaryInformationof Meridium, Inc. • Page6of552 TableofContents RisksSection 143 MitigatingActionsSection 145 Accessingthe ASM - AssetStrategy Template RisksPage 147 Overview of the AssetStrategy Template RisksPage 148 RisksSection 149 MitigatingActionsSection 151 AboutManagingaSystem Strategy 153 Accessingthe System Strategy ManagementPage 154 Aspectsof the System Strategy ManagementPage 155 AboutManagingaUnitStrategy 156 Accessingthe UnitStrategy ManagementPage 157 Aspectsof the UnitStrategy ManagementPage 158 Accessingthe AssetStrategy Risk Analysis 159 Aboutthe AssetStrategy Risk Analysis 160 ActionsSection 161 Accessingthe AssetStrategy Template Risk Analysis 162 Aboutthe AssetStrategy Template Risk Analysis 163 ActionsSection 164 Accessingthe System Strategy Risk Analysis 165 Aboutthe System Strategy Risk Analysis 166 ActionsSection 167 Accessingthe UnitStrategy Risk Analysis 168 Aboutthe UnitStrategy Risk Analysis 169 ActionsSection 170 Accessingthe Review AssetStrategy Page 171 Accessingthe Review AssetStrategy Template Page 172 Accessingthe Review System Strategy Page 173 Accessingthe Review UnitStrategy Page 174 SearchMenu 175 NavigationMenu 176 Confidential and ProprietaryInformationof Meridium, Inc. • Page7of552 TableofContents ToolsMenu 180 CommonTasksMenu 181 Template TasksMenu 182 Associated PagesMenu 183 Available Task Menusfor AssetStrategy Templates 185 NavigationMenu 186 CommonTasksMenu 187 ASM Workflow 188 AboutCreatingAssetStrategies 189 Creatingan AssetStrategy from Scratch 190 Creatingan AssetStrategy Record 191 AboutImportingAssetStrategiesfrom MicrosoftExcel 192 Performingthe ImportProcedure 195 SavingaMapping 201 MicrosoftExcel File Structure 202 Mappings 205 Result 209 AboutImportingAssetStrategiesfrom SAP 213 Workflow for ImportingAssetStrategiesfrom SAP 214 ImportScenarios 215 ConditionsRequired to Create AssetStrategiesfrom SAP 217 WhatHappensto AssetStrategiesthatare Created from SAP Items? 218 Configuringthe Locate Assetsby Site Reference for ImportQuery 221 Performingthe ImportProcedure 222 AboutCreatingor UpdatingAssetStrategiesfrom Task Records 231 ConditionsRequired to Create AssetStrategiesfrom Tasks 232 WhatHappensto AssetStrategiesthatare Created from Task Records? 233 AboutCreatingAssetStrategiesfrom ExistingMeasurementLocationRecords 234 ConditionsRequired to Create AssetStrategiesfrom MeasurementLocation Records 235 Confidential and ProprietaryInformationof Meridium, Inc. • Page8of552 TableofContents WhatHappensto AssetStrategiesthatare Created from MeasurementLocation Records? 236 Creatingan AssetStrategy from Task or MeasurementLocationRecords 237 Configuringthe Locate Assetsfor ImportQuery 242 AboutAssetStrategiesthatare Created by PromotingRecommendation Records 243 Creatingan AssetStrategy by PromotingaRecommendationRecord 244 AboutAssetStrategiesthatare Created by PromotingRCM FMEA Recom- mendationRecords 245 AboutCreatingAssetStrategiesby PromotingRCM FMEA Analyses 247 Creatingan AssetStrategy by Promotingan RCM FMEA Analysis 248 ValuesMapped from RCM FMEA Failure EffectFieldsto Risk Fields 251 ValuesMapped from RCM FMEA Failure EffectFieldsto Risk AssessmentFields 253 ValuesMapped from RCM FMEA Failure Mode Fieldsto Risk Fields 254 ValuesMapped from RCM FMEA RecommendationFieldsto Risk Assessment Fields 255 ValuesMapped from RCM FMEA RecommendationFieldsto ActionFields 256 CreatingaSystem Strategy Record 257 CreatingaUnitStrategy Record 258 AboutOpeningStrategies 259 Openingan ExistingStrategy 260 Linkingan AssetStrategy Record to an Equipmentor Functional LocationRecord261 CreatingRisksfrom Scratch 263 CreatingRisksby CopyingExistingRisks 266 DeletingRisks 267 UndoingaChange to aRisk 269 ModifyingaRisk'sUnmitigated Risk Rank 270 AssociatingaNew Actionwith aRisk 271 AssociatingExistingActionswith aRisk 272 Modifyingan Action'sMitigated Risk Rank 273 CreatingActionsfrom Scratch 274 Confidential and ProprietaryInformationof Meridium, Inc. • Page9of552 TableofContents CreatingActionsby CopyingExistingActions 277 CreatingActionsfrom RecommendationRecords 278 ModifyingActions 279 DeletingActions 280 UndoingaChange to an Action 282 Modifyingan Action'sMitigated Risk Rank 283 AssociatingaNew Risk with an Action 284 AssociatingExistingRiskswith an Action 285 ExcludingActions 286 Linkingan ActionRecord to aNew HealthIndicator Record 287 DeletingaHealthIndicator Record 289 Viewingthe Detailsof aHealthIndicator Record'sSource Record 290 Viewingthe Datasheetfor aHealthIndicator Record WithoutaSource Record 291 ViewingaListof RecommendationRecordsthatWere Used to Create an Action 292 Accessingthe Manage Recommendationsto ActionLinksPage 293 Aspectsof the Manage Recommendationto ActionLinksPage 294 RecommendationTasksMenu 295 ActionTasks 296 CommonTasks 297 Unlinkingan ActionRecord from aRecommendationRecord 298 LinkingaNewly Created RecommendationRecord to an ExistingActionRecord 299 CreatingaNew Actionfrom an ExistingRecommendationRecord 300 IndicatingthataRecommendationDrivesan Action 301 IndicatingthataRecommendationNo Longer Drivesan Action 302 Interpretingthe Strategy Mitigated Risk Rank 303 Specifyingthe Reasonfor Changingthe AssetStrategy 304 Proposingan AssetStrategy 305 AboutReviewingRecentChangesAwaitingApproval 306 ViewingaListof ChangesMade to an Action 307 Viewingthe Basisfor Revision 308 Confidential and ProprietaryInformationof Meridium, Inc. • Page10of552

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Illustration of the ASM Data Model Integrated with Asset Criticality Analysis. 22 . Conditions Required to Create Asset Strategies from SAP. 217 In this example, you can see that the total cost per year for PM Actions that are included Integrate with the Meridium APM Reliability Analytics module.
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Illustration of the ASM Data Model Integrated with Asset Criticality Analysis. 22 . Conditions Required to Create Asset Strategies from SAP. 217 In this example, you can see that the total cost per year for PM Actions that are included Integrate with the Meridium APM Reliability Analytics module.

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