Meridium APM PROACT

590 Pages·2017·5.07 MB·English

by  Meridium, Inc.

MeridiumAPMPROACT
Meridium APM PROACT
3.6.1.5.0
Confidential and ProprietaryInformationof Meridium, Inc. • Page1of590
CopyrightandLegal
Meridium APM PROACT
3.6.1.5.0
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. • Page2of590
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. • Page3of590
TableofContents
Table of Contents
Meridium APM PROACT 1
Copyrightand Legal 2
AboutThisDocument 3
Table of Contents 4
Overview of RootCause Analysis 18
Whatis PROACTfor Meridium? 19
Whatis aRootCause Analysis? 20
RCA System Requirements 21
RootCause AnalysisDataModel 22
AboutAnalysisStates 24
DefiningWhenaRootCause AnalysisShould Be Performed 26
Stepsin Developingan RCA Analysis 27
AboutThisExample 28
DefiningWhenan AnalysisShould Be Performed: An Example 29
Orderingthe Analysis: An Example 30
An Example of PreservingFailure EventData 34
AnalyzingData: An Example 39
CommunicatingFindingsand Recommendations: An Example 46
Trackingfor Results: An Example 49
Aboutthe RCA AnalysisExample 50
Example Datain the RCA AnalysisRecord 51
Example Datain the RCA Critical SuccessFactor Records 52
Example Datain the RCA EventRecord 53
Example Datain the RCA Failure Mode Records 54
Example Datain the RCA HypothesisRecords 55
Example Datain the RCA Logic Gate Records 60
Example Datain the RCA Preserve Item Records 62
Example Datain the RCA RecommendationRecord 67
Confidential and ProprietaryInformationof Meridium, Inc. • Page4of590
TableofContents
Example Datain the RCA Sequence Node Records 68
Example Datain the RCA Team Member Records 69
Example Datain the RCA TrackingItem Record 70
Example Datain the RCA VerificationRecord 71
Example Datain the EquipmentRecord 72
AccessingRootCause Analysis 73
Aspectsof the RootCause AnalysisStartPage 74
First-Time DeploymentWorkflow 76
Upgrade or Update RootCause Analysisto 3.6.1.5.0 78
AboutRCA Security 79
AboutRootCause AnalysisSecurity Privileges 80
RCA Security Groups 81
A Note AboutRCA Team Member Roles 84
Accessingthe Administrative FunctionsPage 85
Aspectsof the Administrative FunctionsPage 86
DefaultTeam Charter Section 87
DefaultCritical SuccessFactorsSection 88
SelectTrackingEvaluationQuery 89
Template CreationPermissions 90
CommonTasksMenu 91
Aboutthe Team Charter 92
Modifyingthe DefaultTeam Charter 94
AboutCritical SuccessFactors 95
CreatingNew DefaultCritical SuccessFactors 97
ModifyingExistingDefaultCritical SuccessFactors 99
DeletingDefaultCritical SuccessFactors 101
AboutTrackingEvaluations 103
Creatingthe TrackingEvaluationScheduled Item 104
Specifyingthe TrackingEvaluationQuery 107
DefiningTemplate CreationPermissions 109
Confidential and ProprietaryInformationof Meridium, Inc. • Page5of590
TableofContents
AboutConfiguringQueriesfor Custom Families 110
CustomizingFamily Key Queries 111
Customizingthe Functional Locationfrom AssetQuery 112
Customizingthe TrackingEvaluationQuery 113
AboutNavigatingthe RCA Module 114
Usingthe RCA Site Map 115
AboutOrderingAnalyses 116
Accessingthe New AnalysisBuilder 117
DevelopingaNew RCA Analysis 119
AboutEquipment, Locations, and RCA Analyses 127
Accessingthe Manage AssetsPage 128
Aspectsof the Manage AssetsPage 129
Manage AssetsMenu 130
CommonTasksMenu 131
PReserve Menu 132
Order Menu 133
Analyze Menu 134
Communicate Menu 135
Track Menu 136
LinkingEquipmentand Functional LocationRecordsto RCA AnalysisRecords 137
OpeningEquipmentand Functional LocationRecordsLinked to RCA Analysis
Records 138
UnlinkingEquipmentor Functional LocationRecordsfrom RCA AnalysisRecords140
AboutCSFs 141
Accessingthe Critical SuccessFactorsPage 142
Aspectsof the Critical SuccessFactorsPage 143
Manage AssetsMenu 144
CommonTasksMenu 145
PReserve Menu 146
Order Menu 147
Confidential and ProprietaryInformationof Meridium, Inc. • Page6of590
TableofContents
Analyze Menu 148
Communicate Menu 149
Track Menu 150
CreatingaNew RCA Critical SuccessFactor Record 151
Viewingor Modifyingthe Detailsof aCritical SuccessFactor 154
DeletingCritical SuccessFactors 157
Aboutthe Team Charter 158
Modifyingthe Team Charter 159
Aboutthe RCA AnalysisTeam 160
Accessingthe Team Page 161
Aspectsof the Team Page 162
Manage AssetsMenu 164
CommonTasksMenu 165
Manage HumanResourcesMenu 166
PReserve Menu 167
Order Menu 168
Analyze Menu 169
Communicate Menu 170
Track Menu 171
AboutAddingNew Team Membersto the RCA AnalysisTeam 172
AddingTeam MembersWho Already Have HumanResource Records 173
CreatingNew Usersand addingthem to the AnalysisTeam 176
Viewingthe HumanResource Record for ExistingTeam Members 177
ModifyingHumanResource Recordsfor ExistingTeam Members 178
Changingthe Principal Analyst 179
DeletingTeam Membersfrom the Analysis 180
AboutPreservingFailure Data 181
The 5 P's 182
Accessingthe Preserve Failure DataPage 183
Aspectsof the Preserve Failure DataPage 184
Confidential and ProprietaryInformationof Meridium, Inc. • Page7of590
TableofContents
Manage AssetsMenu 186
CommonTasksMenu 187
PReserve Menu 188
Order Menu 189
Analyze Menu 190
Communicate Menu 191
Track Menu 192
Accessingthe Preserve Record DetailsPage 193
Aspectsof the Preserve Record DetailsPage 194
CommonTasksMenu 195
CreatingaNew RCA Preserve Item Record 196
ModifyingExistingRCA Preserve Item Records 198
LinkingReference DocumentRecordsto ExistingPreserve Item Records 200
Copyingan RCA Preserve Item Record to Create aNew Record 202
Deletingan RCA Preserve Item Record 204
AboutAnalyzingData 205
Whatis aFailure Event? 206
What'sthe Difference Betweenan EventDiagram and aLogic Tree? 207
Overview of the EventDiagram and Logic Tree DataModel 209
Definingthe Failure Event 211
LinkingReference DocumentRecordsto ExistingFailure EventRecords 213
Accessingthe EventDiagram Page 214
Aspectsof the EventDiagram Page 216
Manage AssetsMenu 219
CommonTasksMenu 220
EventDiagram Menu 221
PReserve Menu 222
Order Menu 223
Analyze Menu 224
Communicate Menu 225
Confidential and ProprietaryInformationof Meridium, Inc. • Page8of590
TableofContents
Track Menu 226
Usingthe ShortcutMenuin the Diagram Canvas 227
AboutCreatingaNew EventDiagram 228
AddingNode to the EventDiagram 229
ConnectingSequence Nodes 230
Viewingand Modifyingthe Record Associated with Each Node 231
Cutting, Copying, and PastingNodes 232
DeletingNodesfrom the EventDiagram 233
DeletingNode Connectors 234
Displayingthe EventDiagram on aFull Screen 235
Hidingor Displayingthe Selected Node DatasheetSection 236
Hidingand Displayingthe Available NodesPalette Section 237
Exportingthe EventDiagram 238
Whatis aLogic Tree? 240
Accessingthe Logic Tree Page 242
Aspectsof the Logic Tree Page 244
Aspectsof the OptionsPane 246
Manage AssetsMenu 250
Tree TasksMenu 251
PReserve Menu 253
Order Menu 254
Analyze Menu 255
Communicate Menu 256
Track Menu 257
Usingthe ShortcutMenuin the Diagram Canvas 258
Workflow for CreatingaNew Logic Tree 260
Whatis aFailure Mode? 261
AddingFailure Mode Nodesto the Logic Tree 263
Whatis aHypothesis? 265
AboutHypothesisStates 268
Confidential and ProprietaryInformationof Meridium, Inc. • Page9of590
TableofContents
AddingHypothesisNodesto the Logic Tree 270
Aboutthe Build ListTab 272
AddingaNew Hypothesisto the Build ListTab 273
ImportingaHypothesisand Addingitto the Build ListTab 275
AddingHypothesesfrom the Build ListTab to the Logic Tree 278
Modifyingan ExistingHypothesison the Build ListTab 280
DeletingaHypothesisfrom the Build ListTab 281
DeletingAll Hypothesesfrom the Build ListTab 282
Changingthe State of an RCA HypothesisRecord 283
Identifyingthe RootCause for HypothesesProvenTrue 284
AboutImportingExistingFailure Modesand Hypotheses 285
Aspectsof the SearchTool Window 287
Aboutthe SearchResultsSection 290
SpecifyingSearchTextOnly 291
SpecifyingAnalysisSearchTextOnly 293
SpecifyingSearchTextand AnalysisSearchText 295
Performingthe ImportOperation 297
Whatis aVerification? 301
AddingaNew Verificationto aHypothesisNode 303
Copyingand Pastingan RCA VerificationRecord 305
FindingHypothesisNodeswith No Verificationsor Incomplete Verifications 307
Whatis aLogic Gate? 308
Example of Logic Gate Nodes 309
EnablingLogic Gates 310
AddingaLogic Gate to the Logic Tree 311
Changingthe Gate Type of aLogic Gate 312
Viewingand ModifyingExistingLogic Tree Node Records 313
Expandingand CollapsingLogic Tree Nodes 314
FindingNodesin the Logic Tree 316
Manually ArrangingNodesWithinthe Logic Tree 318
Confidential and ProprietaryInformationof Meridium, Inc. • Page10of590