Creating an Assessment Template

Creating a Risk and Criticality Assessment

1. Navigate to Templates and choose Risk and Criticality.

2. Choose New.

3. Enter the following information:

   1. Step 1 - Basic Information

      • Enter the <Short Description> and <Long Description>.

      • Select the relevant assignments – <Groups>, <Equipment>, <Locations>, <Systems>.

      • Select the calculation method - <Multiplication> or <Summation>.

      • Choose if you want to enable the <Impact/Section Weightage>.

      • Choose if you want to enable the <Dimension/Question Weightage>.

      • You can enter the relevant Roles that are required.

   2. Step 2 - Impacts/Sections Selection

      • Select the Assign button.

      • Select the relevant impacts/sections that are of the Published status and choose the Assign button.

      • Enter the <Weightage> information. The total weightage should be 100%.

   3. Step 3 - Dimension/Question Selection

      • Choose the Assign button for an impact.

      • Select the required dimensions/questions and choose the Assign button.

   4. Step 4 - Threshold Definitions

      • Enter the <Threshold Value>.

      • Select the required <Action> and <Description>.

4. Choose the Review button to check the assessment template details.

5. Save your entries

Creating a Questionnaire

1. Navigate to Templates and choose Questionnaire.

2. Choose New.

3. Enter the following information:

   1. Step 1 - Basic Information

      • Enter the <Short Description><Long Description>.

      • Select the relevant assignments – <Groups>, <Equipment>, <Locations>, <Systems>.

   2. Step 2 - Impacts/Sections Selection

      • Select the Assign button

      • Select the relevant impacts/section that is in the Published status and choose the Assign button

   3. Step 3 - Dimension/Question Selection

      • Choose the Assign button

      • Select the required dimensions/questions and choose the Assign button.

   4. Step 4 - Threshold Definitions

      • Enter the <Threshold Value>.

      • Select the required <Description>.

4. Choose the Review button to check the assessment template details.

5. Save your entries

Creating an FMEA Assessment

1. Navigate to Templates and choose and FMEA.

2. Choose New.

3. Enter the following information:

   1. Step 1 - Basic Information

      • Enter the <Short Description> and and <Long Description>.

      • Select the relevant assignments – <Groups>, <Equipment>, <Locations>, <Systems>, <Models>.

      • You can enter the relevant Roles that are required.

   2. Step 2 - Impacts/Sections Selection

      • Select the Assign button.

      • Select the relevant impact/section that is in the Published status and choose the Assign button.

   3. Step 3 - Dimensions/Questions Selection

      • Choose the Assign button for an impact.

      • Select the required dimension/question, one each for <Severity>, <Occurrence>, and <Detectability>, and choose the Assign button.

   4. Step 4 - Threshold Definitions

      • Enter the <Threshold Value>

      • Select the required <Description>

4. Choose the Review button to check the assessment template details.

5. Save your entries

Creating a Simple Checklist Templates

1. Navigate to Templates and choose Checklists.

2. Choose New.

3. Enter the following information:

   1. Enter the <Description> and <Long Description>.

   2. Select the relevant assignments – Equipment, Locations, Models, Systems.

   3. Select the checklist type: Simple

   4. Select the relevant category type:

      • Environment

      • Safety

      • Operation

      • Brand

      • Finance

      • Production

      • Schedule

      • Health

      • Society

      • Quality

      • Security

      • Shutdown

      • Purchasing

      • Installation or Uninstallation

   5. Choose OK.

   6. On the checklist object page, you can:

      1. In the Information tab:

         1. View the highlight in the Highlights section.

         2. View the list of announcements in the Announcements section.

      2. In the Assignments tab:

         1. To assign class templates, choose Assign  Class.

         2. To assign subclass templates, choose Assign  Subclass.

         3. To assign equipment templates, choose Assign  Equipment Templates.

         4. To assign location templates, choose Assign  Location Templates.

         5. To assign system templates, choose Assign  System Templates.

         6. Select a template form the list and choose Assign.

         7. Enter the checklist details like <Estimated Cost>, <Recommended Frequency>, and <Estimated Interval Required>

            You can also update the master data of the object by setting Update Master Data to Yes. By default, it is set to No.

         8. Choose OK.

      3. In the <Sections> tab:

         1. You can assign the Impacts/sections by choosing Add Sections.

         2. Choose Add Questions for an impact and select the relevant questions for the impact. Choose Assign.

      4. You can view all the changes made to the checklist data in the Timeline tab.

Creating Advanced Checklist Templates

1. Navigate to Templates and choose Checklists.

2. Choose New.

3. Enter the following information:

   1. Enter the <Description> and <Long Description>.

   2. Select the relevant assignments – Equipment, Locations, Models, Systems.

   3. Select the checklist type: Advanced

   4. Choose OK.

   5. On the checklist object page, you can:

      1. In the Assignments tab, you can assign the following templates by choosing Assign:

         • Class

         • Subclass

         • Equipment Templates

         • Location Templates

         • System Templates

         • Model Templates

      2. In the Sections/Questions tab:

      3. You can assign the Impacts/sections by choosing Add Sections in the Questions tab.

      4. Further you can add questions to each impact/section by choosing Add Questions.

      5. Choose Edit to add the <Next Step> and< Secondary Step> for all the questions.

         You can assign Questions or Actions as the next step. You can only assign an action as the secondary step.

      6. Choose Save.

         You can select one of the questions as the trigger question using Mark Trigger button.

         You can use Simulate button to display a graphical overview of the Questions and the associated actions (next steps and secondary steps).

Creating Reliability Centered Maintenance (RCM) assessment Templates

1. Launch Assessment Templates application

2. Select the assessment template type: RCM

3. Choose New.

   Field	Description
   Description (*)	Enter a name for the assessment template.
   Long Description	Enter a long description, if necessary.
   Assignments (*)	Select the kind of objects that can be assigned to this assessment template. You can assign equipment, models, locations, or systems.
   Checklist Template	Select a checklist template.
   Display Failure Modes and Causes together	Select Yes or No. If you select Yes, then the assessments that use this template will perform consequence evaluation for each effect and each cause assigned to the failure mode. If you select No, then the assessments will perform consequence evaluation for each effect assigned to the failure mode.
   Default Currency (*)	Select the default currency.
   Risk Reduction	Currency or Percentage Select if you want to calculate the risk reduction based on currency or in percentage

4. Choose Save.

   The template object page is displayed.

5. Select the roles that are needed for the assessment by choosing Roles  Edit, you can mark the relativity of the roles by choosing:

   • Not Required

   • Mandatory

   • Optional

6. Under Assignments tab, based on the objects assigned while creating the template in step 3 – <Assignments> field, template objects can be assigned to the RCM template. Class and subclass are available by default.

7. Choose Publish, a dialog box is displayed to confirm if you want to create an announcement. Choose OK to create an announcement. Enter the details to create an announcement and choose Save and Publish.

   The announcements are now visible in the Announcements section of the assessment template object page.