Reliability Centered Maintenance

© 2022 General Electric Company

Contents

Chapter 1: Overview 1
Overview of the Reliability Centered Maintenance (RCM) Module 2
Access the RCM Overview Page 2
Reliability Centered Maintenance (RCM) Analysis Workflow 3

Chapter 2: Workflows 4
APM Strategy: RCM and FMEA Workflow 5
System Focus? 6
Create RCM Analysis 6
Define Analysis Team 6
Define System, Boundary, and Operating Context 6
Link Assets to System 6
Define System Functions 6
Define Functional Failure 7
Define Failure Modes 7
Create FMEA Analysis 7
Define Analysis Assets 7
Define Failure Modes for Assets 7
Identify Effects/Determine Unmitigated Risk 7
Determine Best Mitigating Activities for Failure Effect/Recommendation 8
Review/Manage Recommendation 8
Promote Recommendations/View Actions & Risks in ASM 8
Asset Strategy Management (ASM) 8

Chapter 3: RCM Analyses 10

Access an Analysis 11
Create a New RCM Analysis 11
Create an Analysis from a Template 11
Modify an RCM Analysis 12
Copy and Paste Nodes in an Analysis or Template 12

ii Reliability Centered Maintenance

 Promote an RCM Analysis to Strategy 12
Use State Controls in RCM Analyses 13
Delete an RCM Analysis 13
Export an RCM Analysis 14
Access a Reference Document 14
Link Reference Documents 14
Delete a Reference Document 15
Access an Asset 15
Filter RCM Analyses by Asset 15
Link Assets to an Analysis 16
Unlink an Asset 17
Access a Template 17
Create a Template 17
Save an RCM Analysis as a Template 18
Use the Apply Template Builder 18
Promote an RCM Template to ASM 18
Export an RCM Analysis Template 19
Run Reports in RCM 19

Chapter 4: Team Members 20

Manage Team Members 21
Access the RCM Team Members Section 21
Search RCM Team Members 21

Chapter 5: Functions 22
About Functions 23
Access a Function 23
Create a New Function 23
Modify a Function 24
Delete a Function 24

Chapter 6: Functional Failures 25

About Functional Failures 26
Access a Functional Failure 26

iii
 Create a Functional Failure 26
Modify a Functional Failure 26
Delete a Functional Failure 27

Chapter 7: Failure Modes 28

About Failure Modes 29
Access a Failure Mode 29
Create a Failure Mode 29
Modify a Failure Mode 30
Delete a Failure Mode 30

Chapter 8: Failure Effects 32

About Failure Effects 33
Access a Failure Effect 33
Create a Failure Effect 33
Use the Decision Logic Builder in RCM Failure Effects 34
Modify a Failure Effect 34
Delete a Failure Effect 35

Chapter 9: Recommendations 36
Manage Recommended Actions 37
Consolidate Recommended Actions 37
About SAE Standards in RCM Recommended Actions 37
Access Recommendations in RCM 38
Add a Recommendation 38

Chapter 10: Secondary Actions 39

About Secondary Actions 40
Access Secondary Actions 40
Create a Secondary Action 40
Delete a Secondary Action 40
Promote a Secondary Action to Strategy 40

Chapter 11: Admin 42

iv Reliability Centered Maintenance

 Access the RCM FMEA Admin Page 43
Restrict Modifying the RCM Analysis and Child Records to Team Members Only 43

Chapter 12: Data Loader 44

About the Reliability Centered Maintenance (RCM) Data Loader 45
About the Reliability Centered Maintenance (RCM) Data Loader Requirements 45
About the Reliability Centered Maintenance (RCM) Data Loader Data Model 45
About the Reliability Centered Maintenance (RCM) Data Loader General Loading Strategy 46
About the Reliability Centered Maintenance (RCM) Data Loader Risk Assessment
Management and Web Service 47
About the Reliability Centered Maintenance (RCM) Data Loader Workbook Layout and Use 48
About the Reliability Centered Maintenance (RCM) Analysis Template Data Loader
Workbook Layout and Use 54

Chapter 13: Deployment and Upgrade 61

Deployment 62
Upgrade 62

Chapter 14: Reference 63

General Reference 64
Family Field Descriptions 75
Catalog Items 87

Chapter 15: Troubleshooting 89

Troubleshooting Scenarios 90
Frequently Asked Questions 92

v
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© 2022 General Electric Company.

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vi © 2022 General Electric Company

 Chapter

1
Overview
Topics:

• Overview of the Reliability

Centered Maintenance (RCM)
Module
• Access the RCM Overview Page
• Reliability Centered
Maintenance (RCM) Analysis
Workflow

© 2022 General Electric Company 1

Overview of the Reliability Centered Maintenance (RCM) Module
Reliability Centered Maintenance (RCM) is a process to establish the safe minimum levels of maintenance
while ensuring an equipment continues to perform to its design function within the current operating
context. It achieves this by providing a means for determining optimal maintenance and operational
strategies based on the probability and consequence of the analyzed failure modes.
The GE Digital APM RCM implementation utilizes the following seven basic questions that are outlined in
SAE Standard JA1012, "Evaluation Criteria for Reliability-Centered Maintenance (RCM) Processes":
1. Functions: What are the functions and desired performance of the (asset or system) in its present
operating context?
2. Functional Failures: In what ways can it fail to fulfill its functions?
3. Failure Mode: What causes each functional failure?
4. Failure Effect: What happens when each failure occurs?
5. Failure Consequences: In what way does each failure matter?
6. Recommended Actions: What should be done to predict or prevent each failure?
7. Default Actions: What should be done if a suitable RCM task cannot be found?

Access the RCM Overview Page

About This Task

Procedure
In the Applications menu, navigate to the STRATEGY section, and then select Reliability Centered
Maintenance.
The RCM Overview page appears, displaying the following tabs:
• Analyses:: All analyses in the module.
• Risks: All the failure modes and effects associated with the analyses in the module.
• Recommended Actions: All the recommendations associated with the analyses in the module.
• Templates: All templates in the module.
The page contains the following charts:
• Analyses by State: Plots the number of analyses in each state.
• Risks Without Recommended Actions: Plots the number of failure effects in analyses with and
without associated recommended actions.
• Recommended Actions by Type: Plots the number of recommended actions of each type in all the
analyses.
• Recommended Actions by State: Plots the number of recommended actions in each state in all the
analyses.

2 © 2022 General Electric Company

 Note: The Reliability Centered Maintenance Overview page is not updated automatically when
you return to the previously opened tab. You can select to update the page.

You can select in the page to filter the information displayed on the Reliability Centered
Maintenance Overview page to a specific time range or asset. When you filter by an asset, the page
displays information for the selected asset and the assets under it in the hierarchy. The Home level
includes information not related to an asset or related to an asset not in the Asset Hierarchy.

Reliability Centered Maintenance (RCM) Analysis Workflow

This workflow provides the basic, high-level steps for using this module. The steps and links in this
workflow do not necessarily reference every possible procedure.
1. Create the RCM Analysis record.
2. Create the Analysis team.
3. Define the equipment and location list, which helps define the RCM system. Note that each RCM FMEA
Asset record can optionally be linked to an Equipment or Functional Location record.
4. Define the functions of the system.
5. Define functional failures for each system function.
6. Define failure modes for each Functional Failure.
7. Define the failure effects for each Failure Mode.
8. Define Recommended Actions for each Failure Effect.
GE Digital APM provides various tools that you can use to accomplish these tasks. The tools that you use
will depend on your personal preference.

© 2022 General Electric Company 3

 Chapter

2
Workflows
Topics:

• APM Strategy: RCM and FMEA

Workflow
• System Focus?
• Create RCM Analysis
• Define Analysis Team
• Define System, Boundary, and
Operating Context
• Link Assets to System
• Define System Functions
• Define Functional Failure
• Define Failure Modes
• Create FMEA Analysis
• Define Analysis Assets
• Define Failure Modes for Assets
• Identify Effects/Determine
Unmitigated Risk
• Determine Best Mitigating
Activities for Failure Effect/
Recommendation
• Review/Manage
Recommendation
• Promote Recommendations/
View Actions & Risks in ASM
• Asset Strategy Management
(ASM)

4 © 2022 General Electric Company

APM Strategy: RCM and FMEA Workflow
The RCM workflow describes the process of determining optimal maintenance and operational strategies
based on the probability and consequence of the analyzed failure modes. Reliability Centered
Maintenance (RCM) is a process to establish the safe minimum levels of maintenance while ensuring
equipment continues to perform to its design function within the current operating context.
The workflow focuses on identifying the potential failures of equipment and locations, describing the
possible effect of each failure, and making recommendations for actions that can be taken to prevent the
failures from occurring.
In the following workflow diagram, the blue text in a shape indicates that the corresponding description
has been provided in the sections that follow the diagram. For more information, refer to the Interpreting
the Workflow Diagrams topic in the APM Product Workflows documentation.
Note: For information on the personas associated with a GE Digital APM module, refer to the APM
Product Workflows documentation.

1. System Focus? on page 6

2. Create RCM Analysis on page 6
3. Define Analysis Team on page 6
4. Define System, Boundary, and Operating Context on page 6
5. Link Assets to System on page 6
6. Define System Functions on page 6
7. Define Functional Failure on page 7
8. Define Failure Modes on page 7
9. Create FMEA Analysis on page 7
10. Define Analysis Team on page 6
11. Define Analysis Assets on page 7
12. Define Failure Modes for Assets on page 7
13. Identify Effects/Determine Unmitigated Risk on page 7
14. Review/Manage Recommendation on page 8

© 2022 General Electric Company 5

 15. Promote Recommendations/View Actions & Risks in ASM on page 8
16. Asset Strategy Management (ASM) on page 8
17. Create FMEA Analysis on page 7
18. Determine Best Mitigating Activities for Failure Effect/Recommendation on page 8

System Focus?
Persona: Analyst
Choose RCM if you need an analysis that is conducted at the system level. Choose FMEA if you need the
analysis at the asset level.

Create RCM Analysis

Persona: Analyst
Create the RCM analysis and add details, including some high-level attributes such as analysis start date
and a re-evaluation date.

Define Analysis Team

Persona: Analyst
Define at least one analysis team member, and probably more, who are subject matter experts from
maintenance, operations, and engineering.

Define System, Boundary, and Operating Context

Persona: Analyst
Create the system in this step at a high level, including common identifier(s) relevant to site terminology.
Create a boundary to clearly identify the system and system functions being analyzed. Typically, a drawing
or drawings, such as P&ID, are referenced in this step with mark-ups showing boundaries for the analysis.
It is useful to understand the operating context of the system. An operating context document is
assembled and reviewed with the team. The operating context diagram will include system functional
flow description, equipment list, operating parameter ranges, and references.

Link Assets to System

Persona: Analyst
Link the assets that comprise the system being analyzed, including all relevant equipment by tag or ID.
This is an important step, because Failure Modes and mitigating Recommendations will be defined with
respect to the ID.

Define System Functions

Persona: Analyst

6 © 2022 General Electric Company

 Identify and document system functions as a prerequisite to identifying failures and Failure Modes, and to
developing effective maintenance strategies. Primary functions are the basic reasons that the system is
acquired and installed. Secondary functions are usually less obvious, but can still have serious failure
consequences and need to be understood. Define the function with a meaningful name and identify it
with a function type of either Primary or Secondary. Quantify the functional performance in order to
properly measure it.

Define Functional Failure

Persona: Analyst
Define the Functional Failure based upon the function statement. Functional Failure is the inability to
perform the desired function. The Functional Failure can be a total failure or partial failure.

Define Failure Modes

Persona: Analyst
Define Failure Modes to clearly represent how the failures occur. For every failure, there is a least one
Failure Mode, and often, there are multiple. Understanding Failure Modes is critical because maintenance
activities are selected to address the modes.

Create FMEA Analysis

Persona: Analyst
Create an FMEA Analysis and add details, including some high-level attributes such as analysis start date
and a re-evaluation date. Failure Modes and Effects Analysis (FMEA) focuses on actual equipment and
locations. It analyzes how each piece of equipment or location can fail and the effect of each failure.

Define Analysis Assets

Persona: Analyst
Define the assets (equipment or functional locations) that make up the system being analyzed. This will
include all relevant equipment by tag or ID. This is an important step, because Failure Modes and
mitigating Recommendations will be defined with respect to the ID.

Define Failure Modes for Assets

Persona: Analyst
Define Failure Modes for each asset to clearly represent how the failures occur. For every failure, there is a
least one Failure Mode, and often, there are multiple. Understanding Failure Modes is critical because
maintenance activities are selected to address the modes.

Identify Effects/Determine Unmitigated Risk

Persona: Analyst

© 2022 General Electric Company 7

 Identify the effects of failure and determine the unmitigated risk in order to understand the effects/
consequences of failure and the probability of failure. Run decision logic, if necessary. Failure effects and
consequences of failure are closely related and are often used interchangeably. Think of effects as the
direct outcome of failure and consequences as the safety (health/environment) or economic outcome.
Together, consequence and probability define a criticality (or Risk) associated with failure. When
assessing consequences of failure, first identify whether they are hidden or evident. Secondly, assess
whether there are Safety, Health, and Environmental consequences. Two items, Stored Energy and Toxic
Material, are usually key indicators of potential risk to personnel Safety, Health, and/or the Environment.
After identifying failure risks to Safety, Health, and the Environment, all other failure risks are identified
using economic terms. This identification is not an either/or process. It is highly likely that Safety, Health,
and the Environment Failure Modes will also have an economic consequence.

Determine Best Mitigating Activities for Failure Effect/

Recommendation
Persona: Analyst
Decide the mitigating activities for the plan. The Maintenance Strategy is the outcome of the FMEA
analysis. It is the plan (activities) to manage an asset. All maintenance actions fall into one of four
categories:
• Time- or Cycle-Based (Preventive) maintenance actions
• Condition-Based (Predictive) maintenance actions
• Failure-Finding Tasks (Detective) maintenance actions
• Run-to-failure (Maintenance Inaction)

Review/Manage Recommendation
Persona: Analyst
Review and manage the recommendations that make up asset strategies for each asset in the system.
Similar or duplicate recommendations designed to address different Failure Modes can sometimes be
consolidated as one activity that requires only one visit (e.g., shutdown) in a given time frame. This clearly
reduces the stress on the machine and on the plant operations. For example, the condition-based activity
of Vibration Analysis will often be recommended to mitigate the failure modes associated with bearing
wear, misalignment, and unbalance. These recommendations may be consolidated into one actionable
recommendation to be managed forward, while also maintaining an association to mitigated Failure
Modes.

Promote Recommendations/View Actions & Risks in ASM

Persona: Analyst
Promote recommendations so they can be managed as a comprehensive asset strategy. The
recommendations will be represented in the asset strategy as actions to be reviewed, approved, and
implemented.

Asset Strategy Management (ASM)

Persona: Analyst

8 © 2022 General Electric Company

 RCM and FMEA are GE Digital APM workflows from which you can promote Risks and Mitigating Actions to
ASM to create strategies based on those recommendations.
Go to the ASM Workflow.

© 2022 General Electric Company 9

 Chapter

3
RCM Analyses
Topics:

• Access an Analysis
• Create a New RCM Analysis
• Create an Analysis from a
Template
• Modify an RCM Analysis
• Copy and Paste Nodes in an
Analysis or Template
• Promote an RCM Analysis to
Strategy
• Use State Controls in RCM
Analyses
• Delete an RCM Analysis
• Export an RCM Analysis
• Access a Reference Document
• Link Reference Documents
• Delete a Reference Document
• Access an Asset
• Filter RCM Analyses by Asset
• Link Assets to an Analysis
• Unlink an Asset
• Access a Template
• Create a Template
• Save an RCM Analysis as a
Template
• Use the Apply Template Builder
• Promote an RCM Template to
ASM
• Export an RCM Analysis
Template
• Run Reports in RCM

10 © 2022 General Electric Company

Access an Analysis
Procedure
1. Access the RCM Overview page.
2. Select the Analyses tab.
A list of analyses available in the database appear.
3. In the Analysis Name column, select the link for the analysis that you want to view.
In a new page, the Analysis workspace for the selected analysis appears.
The pane contains a hierarchy of functions included in the selected analysis. When you select a
function, you will be able to view the hierarchy of the function failures within the selected function.

Create a New RCM Analysis

Procedure
1. Access the RCM Overview page.
2. In the page, select Create New Analysis.
In a new tab, the New RCM Analysis page appears, displaying the Analysis Details section of the
datasheet for the new analysis.
3. As needed, enter values in the available fields.
4. Select .
The new analysis is created.

Create an Analysis from a Template

Procedure
1. Access the RCM Overview page, and then select the Templates tab.
The list of templates appears.
2. Select the line in the grid containing the template from which you want to create an analysis, and then
select .
The Apply Template Builder window appears.
3. Select Next.
The Review Assets screen appears.
4. Select Select Replacements.
The Asset Finder window appears.

5. Select beside the assets that you want to add to the template, and then select Done.
Note: You are only able to add assets that have the same site assignment as the analysis you are
creating.
The Select Asset Replacements screen appears displaying the assets you newly added.
6. Select Next.
The Asset Replacement screen appears, displaying available failure modes for the template.

© 2022 General Electric Company 11

 7. Using the Asset Assignment drop-down lists, select how you want to replace each previous template
asset, and then select Finish.
The new analysis is created from the template.

Modify an RCM Analysis

Procedure
1. Access the analysis that you want to modify.
In a new page, the Analysis workspace for the selected analysis appears.
2. Select Analysis Details section.
3. Select Datasheet.
4. As needed, enter values in the available fields.
5. Select .
The changes to your analysis have been saved.

Copy and Paste Nodes in an Analysis or Template

Procedure
1. Access an Analysis if you want to copy analysis nodes.
-or-
Access a Template if you want to copy template nodes.
In a new page, the workspace for the selected analysis or template appears.
2. In the pane, select the node that you want to copy.
The is enabled.
3. Select .
A menu appears.
4. Select one of the following options:
• Copy Selected Node: Copies only the selected node without any of the related records attached.
• Copy Selected Node and Related Records: Copies the selected node as well as all related child
records of that node.
A message appears, confirming that the node has been copied.
5. Select the node where you want to place the copied node.
The is enabled.

6. Select .
The copied node is pasted.

Promote an RCM Analysis to Strategy

About This Task
Promoting an RCM analysis to an ASM strategy creates risks and actions in a new strategy from
corresponding failure effects and Recommended Actions in an RCM analysis, respectively. Additionally,

12 © 2022 General Electric Company

 when you make subsequent changes to the original RCM analysis, you can also promote those changes to
the strategy.

Procedure
1. Access an Analysis on page 11.
2. In the workspace, select .
A message appears, asking you to confirm that you want to promote all of the pending Recommended
Actions to ASM.
3. Select Yes.
A progress indicator appears. Once the process is complete, the date and time of the last promotion
appears.
Note: If the process cannot be completed, an error message appears.

Use State Controls in RCM Analyses

Procedure
1. Access the analysis that you want to modify.
In a new page, the Analysis workspace for the selected analysis appears.
2. Select .
The state control menu appears.
3. Select Complete.
The Complete action is highlighted.
4. Select Done.
The analysis is now in the Complete state.

Delete an RCM Analysis

Procedure
1. Access the RCM Overview page, and then select the Analyses tab.
The list of analyses appears.
2. In the list of analyses, highlight the line containing the analysis that you want to delete, and then select
.
A message appears asking you to confirm that you want to delete the analysis.
3. Select Yes.
The analysis is deleted.

Note: You can also delete the analysis using the delete button ( ) while viewing the analysis that
you want to delete.

© 2022 General Electric Company 13

Export an RCM Analysis
Procedure
1. Access the RCM Overview page.
2. Select the Analyses tab.
The Analyses section appears, displaying a list of available analyses.
3. Select the check box next to the analyses that you want to export.
The selected analyses are highlighted.

4. Select , and then select Export.

The Export to a File window appears.
5. In the Please provide a File Name box, enter a name for the file.
6. Select Export.
The Jobs Log page appears, displaying a list of jobs in progress, including the export job that you have
initiated just now. After the analyses are exported to an Excel workbook, the job appears in the
Successful section.
Note:
• You can also export an analysis by accessing the analysis.
• All Secondary Actions associated with the RCM analysis are also exported.

Access a Reference Document

Procedure
1. Access the analysis whose reference documents you want to access.
2. In the workspace, select the Reference Documents tab.
The Reference Documents section appears, displaying a list of reference documents.
Tip: For more information, refer to the Manage Reference Documents section of the Record Manager
module for additional options when working with reference documents.

Link Reference Documents

Before You Begin
This topic assumes that there are existing documents in RCM that you want to link to your analysis.

Procedure
1. Access the Reference Documents which you want to link.

2. Select .
The Search window appears.
3. Select the type of document you want from the Linked To drop-down box.
-or-

14 © 2022 General Electric Company

 Enter the name that you want to search for in the search box, and then select .
The results appear.
4. Select the documents that you want add, and then select OK.
The selected reference documents are added to the analysis.
Tip: For more information, refer to the Manage Reference Documents section of the Record Manager
module for additional options when working with reference documents.

Delete a Reference Document

Before You Begin
This topic assumes that you have Reference Documents already attached to your RCM analysis.

Procedure
1. Access the RCM Overview page, and then select the Analyses tab.
The list of analyses appears.
2. Select the analysis for which you want to search reference documents.
In a new tab, the Analysis workspace for the selected analysis appears.
3. Select the Reference Documents tab.
The Reference Documents section appears.

4. Select the Reference Document that you want to delete, and then select .
A window appears, asking if you want to delete the entity.
5. Select Yes.
Your reference document has been deleted.
Tip: For more information, refer to the Manage Reference Documents section of the Record Manager
module for additional options when working with reference documents.

Access an Asset
Procedure
1. Access the analysis whose assets you want to access.
In a new page, the Analysis workspace for the selected analysis appears.
2. Select Analysis Details section.
3. Select Linked Assets.
4. In the pane, select the asset that you want to access.
The list of assets associated with the analysis are listed.

Filter RCM Analyses by Asset

About This Task
GE Digital APM features asset-centric navigation. To filter strategies by asset, please follow the
instructions below.

© 2022 General Electric Company 15

 Procedure
1. Access the RCM Overview page, and then select the Analyses tab.
The list of analyses appears.
2. In the page, select .
The Enter Parameter Values window appears.
3. In the Asset field, select Home.
The Hierarchy window appears.
4. Filter the assets. You can search through both Hierarchy and Groups by selecting the tabs in the
window.
• Using the Hierarchy, you can navigate to the smallest level of asset. You can also select Search to
find assets not connected to a strategy.
• Using the Hierarchy, if you select , it will allow you to filter by Category, Class, and Type.
• Using the Groups, if you select , it will allow you to search by Relationship and Hierarchy Filter.
5. When you are finished filtering the assets, select Done.
The Asset box is populated with the name of the selected asset.

Link Assets to an Analysis

Before You Begin
This procedure assumes that there are assets available to link to your analysis.

Procedure
1. Access the analysis that you want to modify.
In a new tab, the Analysis workspace for the selected analysis appears.
2. Select Analysis Details section.
3. Select the Linked Assets.
The Linked Assets section appears.
4. In the section, select .
The Enter Parameter Values window appears.

5. In the Asset section, select .

The Hierarchy window appears, displaying the asset hierarchy.
6. Select a hierarchy level associated with the asset that you want to link to the analysis, and then select
Done.
Note: You can search through both Hierarchy and Groups by selecting the respective tabs in the
Hierarchy window.
The assets associated with the hierarchy level appear in the Add Assets window.
7. Select the check boxes next to the assets that you want to add to the analysis, and then select Add.
Important: You must select assets that are part of the same site as the current analysis.
The selected assets are linked to the analysis.

16 © 2022 General Electric Company

Unlink an Asset
Before You Begin
This topic assumes that you have a pre-established RCM analysis with an asset that needs to be deleted.

Procedure
1. Access the RCM Overview page, and then select the Analyses tab.
The list of analyses appears.
2. Select the analysis whose asset you want to unlink.
In a new tab, the Analysis workspace for the selected analysis appears.
3. Select Analysis Details section.
4. Select the Linked Assets.
The Linked Assets section appears.
5. Select the asset that you want to unlink.
The selected asset is highlighted.
6. In the workspace, select .
A message appears, confirming that you want to unlink the selected item.
7. Select Yes.
The asset is unlinked.
Note: If an asset is in use by one or more failure modes, you cannot unlink the asset.

Access a Template
Procedure
1. Access the RCM Overview page.
2. In the workspace, select the Templates tab.
The Templates section appears, displaying a list of Templates.
3. Select the Template that you want to access.
The template workspace for the selected template appears.

Create a Template
Procedure
1. Access the RCM Overview page.
2. In the page, select New Template.
The Template Builder window appears.
3. Select Next.
The Select Template Type screen appears.
4. Select the template type you want to apply, and then select Next.
The Define Root Node screen appears.
5. As needed, enter values in the available fields, and then select Next.
The Define Template screen appears.

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 6. As needed, enter values in the available fields, and then select Finish.
The new Template is added.

Save an RCM Analysis as a Template

Procedure
1. Access the analysis which you want to save as a template.

2. In the workspace, select , and select Save as Template.

The RCM Template window appears.
3. As needed, modify the values in the available fields.
4. Select .
The analysis is saved as a template.

Use the Apply Template Builder

Before You Begin
• The template with which you are creating a new Analysis must be associated with at least one RCM
FMEA Asset record.
• Link assets to the analysis.

Procedure
1. Access the analysis.

2. In the workspace, select , and select Apply Template.

The Apply Template Builder window appears.
3. Select Next.
The Select Template screen appears.
4. Select the template that you want to apply, and then select Next.
The Asset Assignment screen appears, displaying the Asset Assignment drop-down list box. This
field contains the assets that you linked in the Linked Assets section of the analysis.
5. In the Asset Assignment drop-down list box, select the asset that you want to associate with the
failure mode, and then select Finish.
The selected template is applied to the analysis and will be listed in the Analysis pane at the analysis
level (Function, Functional Failure, or Failure Mode) that you selected.
Note: All Secondary Actions from the template are also applied to the analysis.

Promote an RCM Template to ASM

About This Task
Promoting an RCM analysis template to an ASM template creates risks and actions in a new strategy
template from corresponding failure effects and Recommended Actions in an RCM template, respectively.
Additionally, when you make subsequent changes to the original RCM template, you can also promote
those changes to the strategy template.

18 © 2022 General Electric Company

 Procedure
1. Access a Template that you want to promote to ASM.
Note: You can promote only Global templates to ASM.
2. In the workspace, select .
A message appears, asking you to confirm that you want to promote all of the pending Recommended
Actions to ASM.
3. Select Yes.
A progress indicator appears. Once the process is complete, the date and time of the last promotion
appears.
Note: If the process cannot be completed, an error message appears. All the Secondary Actions are
also promoted from RCM to ASM.

Export an RCM Analysis Template

Procedure
1. Access the Reliability Centered Maintenance overview page.
2. Select the Templates tab.
The Templates section appears, displaying a list of available templates.

3. Select , and then select Export.

The Export to a File window appears.
4. In the Please provide a File Name box, enter a name for the file.
5. Select Export.
The Jobs Log page appears, displaying a list of jobs in progress, including the export job that you have
initiated just now. After the templates are exported to an Excel workbook, the job appears in the
Successful section.
Tip: You can also export a template by accessing the template.

Run Reports in RCM

Procedure
1. Access the RCM Overview page, and then select the Analyses tab.
The list of analyses appears.
2. Select the analysis in which you want to run a report.
In a new tab, the Analysis workspace for the selected analysis appears, displaying the Analysis
section.
3. Select Analysis Details section.
4. Select the Reports tab.
The Reports workspace appears.
5. Select the report that you want to run.
On a new page, the report opens and runs.
Note: Any report that is placed in the Public\Meridium\Modules\RCM\Analysis catalog
folder will be shown in the list of reports. As long as the report uses the parameter ID of Entity_Key, the
key of the analysis will be passed into the report automatically.

© 2022 General Electric Company 19

 Chapter

4
Team Members
Topics:

• Manage Team Members

• Access the RCM Team Members
Section
• Search RCM Team Members

20 © 2022 General Electric Company

Manage Team Members
A team is a group of individuals who will complete a specified task. You can add both GE Digital APM users
and non-GE Digital APM users to a team.
You can access Team Members from an RCM analysis, as detailed in the Access Team Members topic.
Tip: For details about working with teams and the Team Members section, refer to the Teams section of
the documentation.

Access the RCM Team Members Section

Procedure
1. Access the analysis in which you want to access team members.
In a new page, the Analysis workspace for the selected analysis appears, displaying the Analysis
section.
2. Select the Analysis section.
3. Select the Team Members tab.
The Team Members section appears.
4. In the section, select .
The list of Team Members is displayed.

Next Steps
Search Team Members

Search RCM Team Members

Procedure
1. Access Team Members.
2. In the list of available team members, select .
A search box appears.
3. Enter your search criteria.
The results appear.

© 2022 General Electric Company 21

 Chapter

5
Functions
Topics:

• About Functions
• Access a Function
• Create a New Function
• Modify a Function
• Delete a Function

22 © 2022 General Electric Company

About Functions
To prevent failures within a system, the functions of the system need to be defined. In an RCM Analysis, a
function defines what the owner of the system wants it to do. A system can have one or more functions,
each of which is defined in a separate record. To define all the possible functions of a system, it can be
helpful to think through the functions of each individual piece of equipment and location belonging to a
given system. For example, a function for a cooling tower may be defined with the following statement:
Provide 500 gallons per minute of water at a maximum of 90 degrees Fahrenheit under all ambient
conditions.
The analysis team should also define whether each function is evident or hidden. Evident functions are
those in which, under normal circumstances, an operating crew would notice a failure. Hidden functions
are those in which a failure may not be noticed.
The SAE Standard JA1012, "Evaluation Criteria for Reliability-Centered Maintenance (RCM) Processes,"
specifies the following requirements for functions:
• The operating context of the asset shall be defined.
• All the functions of the asset/system shall be identified (all primary and secondary functions, including
the functions of all protective devices).
• All function statements shall contain a verb, an object, and a performance standard (quantified in
every case where this can be done).
• Performance standards incorporated in function statements shall be the level of performance desired
by the owner or user of the asset/system in its operating context.

Access a Function
Procedure
1. Access the analysis for which you want to access a function.
2. In the pane, select the function that you want to access.
The datasheet for the selected function appears.
Tip: If needed, modify values in the available fields.

Create a New Function

Before You Begin
This topic assumes that you have a pre-established RCM analysis.

Procedure
1. Access the analysis for which you want to create a function.

2. In the function pane, select .

The workspace for the new function appears, displaying the RCM Function datasheet.
3. As needed, enter data in the available fields.
4. Select Save.
Your function has been saved.

© 2022 General Electric Company 23

Modify a Function
Before You Begin
This topic assumes that you have a pre-established RCM analysis with functions.

Procedure
1. Access the analysis for which you want to modify a function.
2. In the pane, select the function that you want to modify.
The workspace for the selected function appears, displaying the RCM Function datasheet.
3. As needed, modify the data in the available fields.
4. Select Save.
Your modifications are saved.

Delete a Function
Before You Begin
This topic assumes that you have a pre-established RCM analysis with functions.

Procedure
1. Access the RCM Overview page, and then select the Analyses tab.
The list of analyses appears.
2. Select the analysis from which you want to delete a function.
In a new tab, the Analysis workspace for the selected analysis appears, displaying the Analysis
section.
3. In the pane, select the function that you want to delete.
The workspace for the selected function appears, displaying the RCM Function datasheet.
4. In the workspace, select Delete.
A message appears, asking you to confirm that you want to delete the function.
5. Select Yes.
The function is deleted.

24 © 2022 General Electric Company

 Chapter

6
Functional Failures
Topics:

• About Functional Failures

• Access a Functional Failure
• Create a Functional Failure
• Modify a Functional Failure
• Delete a Functional Failure

© 2022 General Electric Company 25

About Functional Failures
After a system's functions have been defined, the next step is to define all the ways in which each function
can fail, which is defined as a Functional Failure. For each function, the analysis team should consider each
reasonable way in which a function could fail.

Example: Cooling Tower

The following example shows one possible function and a related Functional Failure for a cooling tower:
• Functional Failure: Unable to produce 500 gallons per minute of water due to failure of one supply
pump.
• Function: Provide 500 gallons per minute of water at a maximum of 90 degrees Fahrenheit under all
ambient conditions.
The following item is defined as a requirement for failures according to the SAE Standard JA1012,
"Evaluation Criteria for Reliability-Centered Maintenance (RCM) Processes":
• All the failed states associated with each function shall be identified.

Access a Functional Failure

Procedure
1. Access the function for which you want to access a functional failure.
2. In the pane, select the functional failure that you want to access.
The datasheet for the selected functional failure appears in the workspace.
Note: As needed, modify values in the available fields.

Create a Functional Failure

Before You Begin
This topic assumes that you have a pre-established RCM analysis with functions.

Procedure
1. Access the function for which you want to create a functional failure.

2. In the Function Failure pane, select .

The workspace for the new functional failure appears.
3. As needed, enter values in the available fields.
4. Select Save.
The functional failure is saved.

Modify a Functional Failure

Before You Begin
This topic assumes that you have a pre-established RCM analysis with functions.

26 © 2022 General Electric Company

 Procedure
1. Access a Functional Failure, for which you want to modify the functions.
2. As needed, modify the values in the available fields.
3. Select Save.
The changes to the functional failure are saved.

Delete a Functional Failure

Before You Begin
This topic assumes that you have a pre-established RCM analysis with functions.

Procedure
1. Access the RCM Overview page, and then select the Analyses tab.
The list of analyses appears.
2. Select the analysis containing the functional failure that you want to delete.
In a new tab, the Analysis workspace for the selected analysis appears.
3. In the pane, select the function that contains the functional failure that you want to delete.
In the pane, the functional failures for the selected function appear.
4. In the pane, select the functional failure that you want to delete.
The workspace for the selected functional failure appears.
5. Select Delete.
A message appears, asking you to confirm that you want to delete the functional failure.
6. Select Yes.
The functional failure is deleted.

© 2022 General Electric Company 27

 Chapter

7
Failure Modes
Topics:

• About Failure Modes

• Access a Failure Mode
• Create a Failure Mode
• Modify a Failure Mode
• Delete a Failure Mode

28 © 2022 General Electric Company

About Failure Modes
After you have defined all the Functional Failures, you can define one or more Failure Modes for each
failure. The analysis team should determine which Failure Modes are likely to occur. If the RCM Analysis is
being conducted on a system that does not yet exist physically, the mode(s) will be theoretical, unless
other similar types of systems currently exist and historical data for those systems is available. Note that
the SAE Standard JA1012, "Evaluation Criteria for Reliability-Centered Maintenance (RCM) Processes,"
recommends that an RCM team review all modes in which deterioration, design defects, and human error
could cause the failure.

Details
Failure Modes are often closely related to individual pieces of equipment or components of the defined
piece of equipment. Values stored at the equipment level allow the team to link a mode to a location, the
equipment to that location, and a component to that equipment. Maintenance and reliability statistics for
failure modes can be stored at the equipment or component level, and can be analyzed and updated using
the GE Digital APM RCM module.
The SAE Standard JA1012, "Evaluation Criteria for Reliability-Centered Maintenance (RCM) Processes,"
defines the following requirements for Failure Modes:
• All Failure Modes reasonably likely to cause each Functional Failure shall be identified.
• The method used to decide what constitutes a reasonably likely Failure Mode shall be acceptable to
the owner or user of the asset.
• Lists of Failure Modes should include: Failure Modes that have happened before, Failure Modes that
are currently being prevented by existing maintenance programs, and Failure Modes that have not yet
happened, but that are thought to be reasonably likely (credible) in the operating context.
• Lists of Failure Modes should include any event or process that is likely to cause a Functional Failure,
including deterioration, design defects, and human error, whether caused by operators or maintainers
(unless human error is being actively addressed by analytical processes apart from RCM).

Access a Failure Mode

Procedure
1. Access the functional failure for which you want to access a failure mode.
2. In the pane, select the failure mode that you want to access.
The datasheet for the selected failure mode appears in the workspace.

Create a Failure Mode

Before You Begin
This topic assumes that you have a pre-established RCM analysis with functional failures.

Procedure
1. Access the analysis for which you want to create a Failure mode.
2. In the pane, select the function that contains the functional failure for which you want to create a
failure mode.

© 2022 General Electric Company 29

 The list of functional failures for the selected function appears.
3. In the pane, select the functional failure for which you want to create a failure mode.
The workspace for the selected functional failure appears.

4. In the Failure Mode pane, select .

The workspace for the new failure mode appears.
5. As needed, enter values in the available fields.
6. Select Save.
The failure mode is saved.

Modify a Failure Mode

Before You Begin
This topic assumes that you have a pre-established RCM analysis with functional failures.

Procedure
1. Access the Failure Mode which you want to modify.
2. As needed, modify the values in the available fields.
Note: To link an Asset to a Failure Mode, from the Related Asset ID box drop-down menu, the assets
identified for the analysis (and listed under the Linked Assets Tab) appear. Select the Asset you wish to
link to this Failure Mode. The linked asset appears in the Related Asset ID box.
Note: Only Recommended Actions for Failure Modes linked to Assets may be promoted to ASM.
3. Select Save.
The changes to the failure mode are saved.

Delete a Failure Mode

Before You Begin
This topic assumes that you have a pre-established RCM analysis with functional failures.

Procedure
1. Access the RCM Overview page, and then select the Analyses tab.
The list of analyses appears.
2. Select the analysis containing the functional failure whose failure mode you want to delete.
In a new tab, the Analysis workspace for the selected analysis appears, displaying the Analysis
section.
3. In the pane, select the function that contains the functional failure whose failure mode you want to
delete.
In the pane, the functional failures for the selected function appears.
4. In the pane, select the functional failure whose failure mode you want to delete.
In the pane, the failure modes for the selected functional failure appears.
5. In the pane, select the failure mode that you want to delete.
The workspace for the selected failure mode appears, displaying the Failure Mode section.
6. Select Delete.
A message appears, asking you to confirm that you would like to delete the failure mode.

30 © 2022 General Electric Company

 7. Select Yes.
The failure mode is deleted.

© 2022 General Electric Company 31

 Chapter

8
Failure Effects
Topics:

• About Failure Effects

• Access a Failure Effect
• Create a Failure Effect
• Use the Decision Logic Builder
in RCM Failure Effects
• Modify a Failure Effect
• Delete a Failure Effect

32 © 2022 General Electric Company

About Failure Effects
After all the Failure Modes have been defined, one or more Failure Effects can be defined for each Failure
Mode. A Failure Effect documents the consequence of a failure occurring. Most RCM methodologies use
Failure Effects to capture the safety, environmental, and economic (or production) impacts associated
with a failure.
The SAE Standard JA1012, "Evaluation Criteria for Reliability-Centered Maintenance (RCM) Processes,"
defines the following requirements for Failure Effects:
• Failure Effects shall describe what would happen if no specific task is done to anticipate, prevent, or
detect the failure.
• Failure Effects shall include all the information needed to support the evaluation of the consequences
of the failure, including the following data:
◦ The evidence (if any) that the failure has occurred (in the case of hidden functions, what would
happen if a multiple failure occurred).
◦ What the failure does (if anything) to kill or injure someone, or to have an adverse effect on the
environment.
◦ What the failure does (if anything) to have an adverse effect on production or operations.
◦ What physical damage (if any) is caused by the failure.
◦ What (if anything) must be done to restore the function of the system after the failure.

Access a Failure Effect

Procedure
1. Access the failure mode for which you want to access a failure effect.
2. In the pane, select the failure effect that you want to access.
The datasheet and the risk associated with the selected failure effect appears in the workspace. The
workspace contains the following tab:
• Decision Logic: Contains a series of questions that will provide you a recommended action based
on your responses.

Create a Failure Effect

Before You Begin
This topic assumes that you have a pre-established RCM analysis with failure modes.

Procedure
1. Access the analysis for which you want to create a Failure Effect.
2. In the pane, select the function that contains the functional failure for which you want to create a
failure effect.
The list of functional failures for the selected function appears.
3. Select the functional failure for which you want to create a failure effect.
The list of failure modes for the selected functional failure appears.
4. Select the failure mode for which you want to create a failure effect.

© 2022 General Electric Company 33

 The list of failure effects for the selected failure mode appears.

5. In the Failure Effect pane, select .

6. As needed, enter values in the available fields and update risk assessment.
7. Select Save.
The failure effect is saved.

Use the Decision Logic Builder in RCM Failure Effects

Before You Begin
• The Decision Logic Builder guides you step-by-step through answering questions that will result in
suggestions for mitigating a given failure effect. After you use the Decision Logic Builder to determine
which actions should be taken to mitigate the effects of the failure, you can create Recommended
Actions.
• The Decision Logic Builder will pose a series of Yes or No questions. When you complete all steps in
the Decision Logic Builder, you will be presented with a recommended action that is based on your
responses. You can then view a summary of your responses on the Decision Logic tab of the failure
effect.
• The Decision Logic Builder is based upon the concepts and decision diagrams in SAE Standard JA1012,
"A Guide to the Reliability-Centered Maintenance (RCM) Standard." The process and terminology used
in the Decision Logic Builder are described in more detail in this standards document. To use the
Decision Logic Builder effectively, you will need to be familiar with this standard.
• This topic assumes that you have a pre-established RCM analysis with failure modes.

Procedure
1. Access the Failure Effect for which you want to use Decision Logic.
2. Select the Decision Logic tab.
3. Select Yes or No to respond to the question.
The next question is displayed immediately after you select the Yes or No button.
4. Continue selecting Yes or No in response to each question that appears. The number of questions that
are presented will depend upon your responses.
When you have responded to all the questions, a suggested action will appear.
Note: Before the Decision Logic is saved, you can modify any of your previous answers by selecting
the numbered button belonging to the answer that you want to change.
5. Select Save.
Note: If you want to modify your responses, select the numbered button that belongs to the question
to which you would like to modify the answer. Select Save to save the new Decision Logic
recommendation. To abandon all modifications and retain previous values, you simply navigate
anywhere away from the Decision Logic section.

Modify a Failure Effect

Before You Begin
This topic assumes that you have a pre-established RCM analysis with failure modes.

34 © 2022 General Electric Company

 Procedure
1. Access the failure mode for which you want to modify a failure effect.
2. In the pane, select the failure effect that you want to access.
The datasheet and risk associated with the selected failure effect appears in the workspace. The
workspace also contain the following tab:
• Decision Logic: Contains a series of questions that will provide you a recommended action based
on your responses.
3. As needed, modify the values in the available fields and update risk assessment.
4. Select Save.
The modifications to the failure effect are saved.

Delete a Failure Effect

Before You Begin
This topic assumes that you have a pre-established RCM analysis with failure modes.

Procedure
1. Access the RCM Overview page, and then select the Analyses tab.
The list of analyses appears.
2. Select the analysis containing the Function whose Failure Effect you want to delete.
In a new tab, the Analysis workspace for the selected analysis appears.
3. In the pane, select the function that contains the Functional Failure whose Failure Effect you want to
delete.
The Functional Failures for the selected function appears.
4. Select the Functional Failure whose Failure Effect you want to delete.
In the pane, the Failure Modes for the selected Functional Failure appear.
5. In the pane, select the Failure Mode whose Failure Effect you want to delete.
The workspace for the selected Failure Mode appears.
6. In the pane, select the Failure Effect that you want to delete.
The workspace for the selected Failure Effect appears.
7. Select Delete.
A message appears, asking you to confirm that you want to delete your failure effect.
8. Select Yes.
Your Failure Effect is deleted.

© 2022 General Electric Company 35

 Chapter

9
Recommendations
Topics:

• Manage Recommended Actions

• Consolidate Recommended
Actions
• About SAE Standards in RCM
Recommended Actions
• Access Recommendations in
RCM
• Add a Recommendation

36 © 2022 General Electric Company

Manage Recommended Actions
Once an analysis is completed, Recommended Actions can be managed through the Recommended
Actions pane. After Recommended Actions are successfully managed, the consolidated collection of
Recommended Actions can be promoted to Asset Strategy Management.
You can access the Recommended Actions by selecting Recommendations tab for an RCM or FMEA
analysis.
Tip: For information about additional options available when working with the Recommendation records,
refer to the Action Management section of the documentation.

Consolidate Recommended Actions

Before You Begin
Note: This documentation assumes that you are working with Recommended Actions with subfamilies
that include Consolidate.

Procedure
1. Access the Recommended Actions section.
2. Next to each Recommended Action that will be involved in the Consolidate operation, select the check
box.
Note: The Recommended Actions must be in the same family and same state.

3. In the page, select .

The state control menu appears.
4. Select Consolidate, and then select Done.
The Consolidate Recommendations window appears.
5. In the Consolidate Recommendations window, you can select either of the following options:
• Select the dominant elements of the Recommended Actions that you are consolidating.
-or-
• Select Merge Remaining Unselected.
6. Select Consolidate.
The selected Recommended Actions have been consolidated.
Note: Any Secondary Actions that were linked to the recommendations and consolidated will be
linked to the new consolidated target recommendation.

About SAE Standards in RCM Recommended Actions

Recommendation Management and SAE Standards
For each failure effect, one or more recommended actions can be defined. Generally, for the equipment or
location and system owner, recommended actions should be designed to reduce to an acceptable level
the probability and consequence of the related failure. Recommended Actions are the result of the Failure
Mode and Risk Matrix Analysis. Each Failure Mode will have one or more Recommended Actions for how
the failure can be avoided in the future.

© 2022 General Electric Company 37

 After the Analysis team has fully analyzed the system, and while the information is still readily available,
the team should define the criteria for reevaluation of the recommendation. For example, the analysis
team can define whether a recommendation should be reevaluated based on time, a condition, a defined
date, a system process change, or a change in the design code.
The SAE Standard JA1012, "Evaluation Criteria for Reliability-Centered Maintenance (RCM) Processes,"
specifies the following requirements for Recommended Actions. All Recommended Actions shall comply
with the following criteria:
• In the case of an evident Failure Mode that has safety or environmental consequences, the task shall
reduce the probability of the Failure Mode to a level that is tolerable to the owner or user of the asset.
• In the case of a hidden Failure Mode where the associated multiple failures have safety or
environmental consequences, the task shall reduce the probability of the hidden Failure Mode to an
extent which reduces the probability of the associated multiple failures to a level that is tolerable to
the owner or user of the asset.
• In the case of an evident Failure Mode that does not have safety or environmental consequences, the
direct and indirect costs of doing the task shall be less than the direct and indirect costs of the Failure
Mode when measured over comparable periods of time.
• In the case of a hidden Failure Mode where the associated multiple failures do not have safety or
environmental consequences, the direct and indirect costs of doing the task shall be less than the
direct and indirect costs of the multiple failures plus the cost of repairing the hidden Failure Mode
when measured over comparable periods of time.

Access Recommendations in RCM

Procedure
1. Access the Failure Effect for which you want to access recommendations.
2. Select the recommendation that you want to access.
The datasheet for selected recommendation appears in the workspace.
Tip: For information about additional options available when working with recommendation records,
refer to the Recommended Actions section of the documentation.

Add a Recommendation
Procedure
1. Access the Failure Effect for which you want to add recommendations.

2. In the Recommendations pane, select .

The new recommendation datasheet appears.
3. As needed, enter values in the available fields and update mitigated risk assessment.
4. Optionally, to include action information in the recommendation, in the Identification section, select
the Action Information tab, and then, as needed, enter values in the available fields.
5. Select Save.
The Recommendation is saved.

38 © 2022 General Electric Company

 Chapter

10
Secondary Actions
Topics:

• About Secondary Actions

• Access Secondary Actions
• Create a Secondary Action
• Delete a Secondary Action
• Promote a Secondary Action to
Strategy

© 2022 General Electric Company 39

About Secondary Actions
A Secondary action is associated with a primary action. It defines the corrective actions that should be
performed to mitigate an undesirable condition that is found while performing primary maintenance,
monitoring, or data collection activity.

Access Secondary Actions

Procedure
1. Access the Recommendation whose secondary actions you want to view.
2. Select the Secondary Actions tab.
The Secondary Actions workspace appears displaying a list of associated secondary actions.
3. In the Secondary Actions section, select the action that you want to access.
The datasheet for the selected secondary action appears.

Create a Secondary Action

Procedure
1. Access Secondary Actions.
The Secondary Actions workspace appears.

2. In the Secondary Actions section, select .

A blank datasheet appears for the new secondary action record.
3. As needed, enter values in the available fields. For more information, refer to the RCM FMEA
Recommendation Records section of the documentation.
4. Select Save.
The record is saved.

Delete a Secondary Action

Procedure
1. Access Secondary Actions.
The Secondary Actions workspace appears.
2. In the Secondary Actions section, select the row containing the secondary action that you want to
delete, and then select .
The secondary action is deleted.

Promote a Secondary Action to Strategy

Procedure
1. Access an Analysis on page 11.

40 © 2022 General Electric Company

 2. In the workspace, select .
A message appears, asking you to confirm that you want to promote all of the pending Secondary
Actions to ASM.
3. Select Yes.
A progress indicator appears. Once the process is complete, all the Secondary Actions are promoted
from RCM to ASM, and the date and time of the last promotion appears.
Note: If the process cannot be completed, an error message appears.

© 2022 General Electric Company 41

 Chapter

11
Admin
Topics:

• Access the RCM FMEA Admin

Page
• Restrict Modifying the RCM
Analysis and Child Records to
Team Members Only

42 © 2022 General Electric Company

Access the RCM FMEA Admin Page
Before You Begin
• Ensure that your Reliability Centered Maintenance (RCM) license is active.
• Ensure that you are either a member of the MI RCM Administrator Security Group or a Super User.

Procedure
In the module navigation menu, select Admin > Application Settings > RCM/FMEA.
The RCM FMEA Admin page appears, displaying the RCM FMEA Preferences workspace.

Restrict Modifying the RCM Analysis and Child Records to Team

Members Only
Procedure
1. Access the RCM FMEA Admin page.
2. Select the Allow Edit For Team Member Only check box, and then select Save.

Results
Only the Team Members can now modify the RCM Analysis and child records.

© 2022 General Electric Company 43

 Chapter

12
Data Loader
Topics:

• About the Reliability Centered

Maintenance (RCM) Data
Loader
• About the Reliability Centered
Maintenance (RCM) Data
Loader Requirements
• About the Reliability Centered
Maintenance (RCM) Data
Loader Data Model
• About the Reliability Centered
Maintenance (RCM) Data
Loader General Loading
Strategy
• About the Reliability Centered
Maintenance (RCM) Data
Loader Risk Assessment
Management and Web Service
• About the Reliability Centered
Maintenance (RCM) Data
Loader Workbook Layout and
Use
• About the Reliability Centered
Maintenance (RCM) Analysis
Template Data Loader
Workbook Layout and Use

44 © 2022 General Electric Company

About the Reliability Centered Maintenance (RCM) Data Loader
The Reliability Centered Maintenance (RCM) Data Loader allows a user to load a full RCM Analysis from
data in a fixed format Excel workbook. The Excel file provides worksheets that contain data to populate
various nodes/records in the data model. These include RCM Analysis, Function, Functional Failure, Failure
Mode, Failure Effects, Recommendations, mitigated and unmitigated risks, and Team members.

About the Reliability Centered Maintenance (RCM) Data Loader

Requirements
The following data must be present prior to loading RCM data:
• Equipment Taxonomy
• Equipment and Functional Location records
• Team Member records

Mapping
The Reliability Centered Maintenance (RCM) Data Loader maps the datasheet columns in the Excel
workbook to fields in GE Digital APM families by position. The captions may be changed as needed, but the
column positions should not be moved.

Security Settings
The Security User performing the data load operation must be associated with either the MI Data Loader
User or MI Data Loader Admin Security Role as well as the MI Strategy Admin role or MI Strategy User role.

About the Reliability Centered Maintenance (RCM) Data Loader

Data Model
The data for Reliability Centered Maintenance (RCM) families is loaded from a single Excel workbook
containing multiple worksheets. This includes Analyses, Team Members, Functions, Functional Failures,
Failure Modes, Failure Effects, and Recommendations.
Note: Elements outlined in red are not loaded by the data loader.

© 2022 General Electric Company 45

About the Reliability Centered Maintenance (RCM) Data Loader
General Loading Strategy
This section describes any prerequisites to loading the data and the order in which the data will be loaded.
Note: Before reading this section, refer to the Data Model section.

Load Sequence
The RCM data load must be performed in a specific sequence to successfully populate fields, create
records, and link them to the predecessor and/or successor records:
1. Create/Update RCM FMEA Analysis of type RCM.
2. Link the Existing Team Members to the Analysis. Team members exist in the Human Resource family
and must exist prior to the load.
3. Create/Update an RCM FMEA Asset and link it to the analysis.
a. Locate the physical asset (Equipment or FLOC) and link it to the RCM/FMEA Asset.
4. Create/Update RCM Function to the Analysis.
5. Create/Update RCM Functional Failure to the Function.

46 © 2022 General Electric Company

 6. Create/Update a RCM FMEA Failure Mode to the Functional Failure.
7. Create/Update a Failure Effect and link it to the Failure Mode.
a. Create the Unmitigated Risk Assessment and Risk Rank Records and link it to the Failure Effect.
8. Create/Update the RCM FMEA Recommendation and link it to the associated Failure Effect.
a. Create the Mitigated Risk Assessment and Risk Rank Records and link it to the Failure Effect.
9. Create/Update RCM FMEA Secondary Actions and link it to the associated Recommendation.

About the Reliability Centered Maintenance (RCM) Data Loader

Risk Assessment Management and Web Service
FMEA and RCM have mitigated and unmitigated risk assessments for Failure Effects and
Recommendations respectively. Each Risk Assessment has related Risk Rank records which is in essence a
sub-model. The FMEA loader uses the Risk Assessment service to manage the Risk Assessment and
underlying Risk Rank records. Any changes here should be reflected in the Strategy FMEA Mappings
Document.

Failure Effect
The Failure Effect also acts as the Risk Assessment record. Review the Failure Effect web service and you
will see that the manage operation creates a Risk Ranks collection. There is no need to create an
additional Risk Assessment record linked to the Failure Effect.

RCM FMEA Recommendation

The Recommendation will need to have a linked Risk Assessment record if there are mitigated values in
the worksheet. The data loader should locate the Risk Assessment record linked to the Recommendation.
If one exists, then update it.
If one does not exist, then use the Risk Assessment web service to create it and use the relationship
Mitigates Risk [MIR_MITRISK] to relate it to the Recommendation.

Risk Assessment ID Field

You can use any combination of fields to uniquely identify the record, you are not limited to ID. The ID on
the Risk Assessment record has no purpose but the Web Service requires it.
If the service requires an ID, then auto-generate is used with the understanding that it will not be used to
do a lookup.
There are two entities and each has two scenarios with regards to the Risk Assessment. None of them
require an ID since no attempt is being made to find a risk assessment by ID.

© 2022 General Electric Company 47

 Entity Scenario Processing Assumptions Additional Validation and
Integrity Logic

Failure Effect Unmitigated (Create new Since the Failure Effect is the The unmitigated fields on the
assessment) Risk Assessment, there is no Failure Effect Record should
need to create a Risk not be null if the user is
Assessment record. loading RCM FMEA
recommendations that have a
Failure Effect Unmitigated (Update - Update the unmitigated risk
mitigated risk rank.
assessment Exists) fields on the failure effect
When created through the UI,
RCM FMEA Recommendation Mitigated (Create new Check if there is an existing
the recommendation always
assessment) mitigated Risk Assessment
inherits the unmitigated Risk
linked to the
Assessment from the failure
Recommendation. There can
effect and thus we could be
only be one. If none exists,
creating a situation where
then one is created.
there are Mitigated Risks
RCM FMEA Recommendation Mitigated (Update - Check if there is an existing without corresponding
assessment Exists) mitigated risk assessment Unmitigated Risks.
linked to the Failure Effect. If Conversely, a recommendation
one does exist then update cannot have a Risk
the Risk Assessment. Assessment whose Failure
Effect does not have one Risk
Assessment, or else an out of
sync condition will be created.

About the Reliability Centered Maintenance (RCM) Data Loader

Workbook Layout and Use
This section provides a high-level overview and explanation of how the data loader workbook is
constructed.
In order to import data using the Reliability Centered Maintenance (RCM) Data Loader, GE Digital APM
provides an Excel workbook, Reliability Centered Maintenance (RCM).xlsx, which supports baseline data
loading RCM analysis in GE Digital APM.
The following table lists the worksheets that are included in the Reliability Centered Maintenance (RCM)
Data Loader workbook.

Worksheet Description

Configuration This worksheet allows you to configure and group the fields
which make family records unique when performing data loads.

Analysis The analysis is the root record in the data model and is created
first. Links to other records are established after the child
record is created.

48 © 2022 General Electric Company

 Worksheet Description

Team Members This worksheet is used to load data into the team members for
the analysis. Team members are linked to the FMEA Analysis
through the Has RCM FMEA Team Member relationship.

Note: If the user wants to add team members, the individuals

must already have an entry in GE Digital APM.

Functions This worksheet is used to load data into the Functions for the
analysis.

Functional Failures This worksheet is used to load data into the Function Failures
for the analysis.

Failure Modes This worksheet is used to load data into the Failure Mode family
node. The FMEA failure mode is linked directly to the virtual
asset.

Failure Effects This worksheet is used to load data into the Failure Effect family
node. The failure effect is linked to both the Failure Mode and
the associated recommendation. See the recommendation
section for its relationship.

Recommendations This worksheet is used to load data into the Recommendations.

RCM Recommendations are linked to the associated Failure
Effects. A Failure Effect can have multiple recommendations but
each one must be unique.

Secondary Actions This worksheet is used to load data into the Secondary Actions.
Secondary Actions are linked to the associated
Recommendations.

Analysis Worksheet

Field Caption Field ID Data Type (Length) Comments

Analysis Short Description MI_AN_SHORT_DESCR_CHR Character (255) This is a key field.

Analysis Long Description MI_AN_LONG_DESCR_TX Character (255) None

Start Date MI_AN_ANALY_START_DATE_D Date None

T

End Date MI_AN_ANALY_END_DATE_DT Date None

Re-Evaluation Date MI_RCMANALY_ANALY_REEV_ Date None

D

© 2022 General Electric Company 49

 Team Members Worksheet

Field Caption Field ID Data Type (Length) Comments

Analysis Short Description MI_AN_SHORT_DESCR_CHR Character (255) This is a key field.

User ID SEUS_ID Character (255) This is a key field.

Relationship:

Predecessor Relationship Successor

MI_RCMANALY MIR_HRCMTMMEM MI Human Resource

Functions Worksheet

Field Caption Field ID Data Type (Length) Comments

Analysis Short Description MI_AN_SHORT_DESCR_CHR Character (255) This is a key field.

Function Name MI_RCMFUNCN_NAME_C Character (255) This is a key field.

Function Type MI_RCMFUNCN_TYPE_C Character (40) None

Sub Function MI_RCMFUNCN_SUB_FUNCT_C Character (50) None

Function Long Description MI_RCMFUNCN_LNG_DESC_T Text None

Function Performance MI_RCMFUNCN_PRI_VAR_T Text None

Parameters

Relationship:

Predecessor Relationship Successor

MI_RCMANALY MIR_HRCMFNC MI_RCMFUNCN

Functional Failures Worksheet

Field Caption Field ID Data Type (Length) Comments

Analysis Short Description MI_AN_SHORT_DESCR_CHR Character (255) This is a key field.

Function Name MI_RCMFUNCN_NAME_C Character (255) This is a key field.

Used to locate the Function ID

for the Analysis.

Function Failure Name MI_RCMFFAIL_NAME_C Character (255) This is a key field.

Functional Long Description MI_RCMFFAIL_LNG_DESC_T Text None

50 © 2022 General Electric Company

 Failure Modes Worksheet

Field Caption Field ID Data Type (Length) Comments

Analysis Short Description MI_AN_SHORT_DESCR_CHR Character (255) This is a key field.

Function Name MI_RCMFUNCN_NAME_C Character (255) This is a key field.

Function Failure Name MI_RCMFFAIL_NAME_C Character (255) This is a key field.

Failure Mode Name MI_RCMFMODE_NAME_C Character (255) This is a key field.

Asset ID Value ASSET_ID_CHR Character (50) This is a key field.

Asset ID Field ASSET_FIELD_ID Character This is a key field.

Asset Family ID ASSET_FAMILY_ID Character This is a key field.

CMMS ID ASSET_CMMS_ID Character None

CMMS Value ASSET_CMMS_VALUE Character (50) None

Long Description MI_RCMFMODE_LNG_DESC_T Text None

Maintainable Item MI_RCMFMODE_MAINT_ITEM_ Character (50) None

C

Damage Code MI_RCMFMODE_CONDI_DAMA Character (50) None

_C

Failure Pattern MI_RCMFMODE_FAIL_SHP_FA Character None

CT_C
(40)

PF Interval MI_RCMFMODE_PF_INTER_N Numeric None

PF Interval Units MI_RCMFMODE_PF_INTER_UNI Character (40) None

TS_C

Relationships:

Predecessor Relationship Successor Comment

MI_RCMEQPMT MIR_HRCMFMD MI_RCMFMODE Links to Equipment RCM FMEA

Asset

MI_RCMFUNCN MIR_HRCMFFL MI_RCMFMODE Links Failure Mode to RCM

Function

Failure Effects Worksheet

Source Field Name Field ID Data Type (Length) Comments

Analysis Short Description MI_AN_SHORT_DESCR_CHR Character (255) This is a key field.

Function Name MI_RCMFUNCN_NAME_C Character (255) This is a key field.

Function Failure Name MI_RCMFFAIL_NAME_C Character (255) This is a key field.

© 2022 General Electric Company 51

 Source Field Name Field ID Data Type (Length) Comments

Failure Mode Name MI_RCMFMODE_NAME_C Character (255) This is a key field.

Effect Name MI_RCMFEFFT_NAME_C Character (255) None

Effect Long Description MI_RCMFEFFT_LNG_DESC_T Text None

Effect Impact MI_RCMFEFFT_EFF_IMPACT_C Character (40) None

(ENVIRONMENT) ENVIRONMENT|MI_CONSE_N Numeric None

Consequence

(ENVIRONMENT) Probability ENVIRONMENT|MI_PROB_N Numeric None

(FINANCIAL) Consequence FINANCIAL|MI_CONSE_N Numeric None

(FINANCIAL) Maintenance FINANCIAL| Numeric None

Cost MI_RISK_MAIN_COST_N

(FINANCIAL) Probability FINANCIAL|MI_PROB_N Numeric None

(FINANCIAL) Production Loss FINANCIAL| Numeric None

MI_RISK_PROD_LOSS_N

(OPERATIONS) Consequence OPERATIONS|MI_CONSE_N Numeric None

(OPERATIONS) Probability OPERATIONS|MI_PROB_N Numeric None

(SAFETY) Consequence SAFETY|MI_CONSE_N Numeric None

(SAFETY) Probability SAFETY|MI_PROB_N Numeric None

Basis for Assessment MI_RCMFEFFT_BASIS_T Text None

Relationships:

Predecessor Relationship Successor

MI_RCMFMODE MIR_HRCMFEF MI_RCMFEFFT

Recommendations Worksheet

Source Field Name Field ID Data Type (Length) Comments

Analysis Short Description MI_AN_SHORT_DESCR_CHR Character (255) This is a key field.

Function Name MI_RCMFUNCN_NAME_C Character (255) This is a key field.

Functional Failure Name MI_RCMFFAIL_NAME_C Character (255) This is a key field.

Failure Mode Name MI_RCMFMODE_NAME_C Character (255) This is a key field.

Effect Name MI_RCMFEFFT_NAME_C Character (255) This is a key field.

Headline MI_REC_SHORT_DESCR_CHR Character (255) None

Description MI_REC_LONG_DESCR_TX Text None

52 © 2022 General Electric Company

 Source Field Name Field ID Data Type (Length) Comments

Business Impact MI_REC_IMPAC_CHR Character (100) None

Shutdown Required? MI_RECRCM_SYS_SHUTDN_RE Boolean None

Q_L

Target Completion Date MI_REC_TARGE_COMPL_DATE_ Date None

DT

Action Type MI_RECRCM_ACTIO_TYPE_C Character (5) None

Interval MI_RECRCM_INTER_N Numeric None

Interval Units MI_RECRCM_INTER_UNITS_C Character (50) None

Nonrecurring MI_RECRCM_NONRE_L Boolean Defaults to False when no

value.

Performance Interval MI_RECRCM_PERFO_INTER_N Numeric None

Performance Interval Units MI_RECRCM_PERFO_INTER_UN Character (50) None

ITS_C

Estimated Cost MI_RECRCM_ESTIM_COST_N Numeric None

Estimated Cost Basis MI_RECRCM_COST_BASIS_C Character (255) None

Recommended Resource MI_RECRCM_RECOMM_RSRC_ Character Must match a resource

C configured in the system
picklist for this field.

(ENVIRONMENT) ENVIRONMENT|MI_CONSE_N Numeric None

Consequence

(ENVIRONMENT) Probability ENVIRONMENT|MI_PROB_N Numeric None

(FINANCIAL) Consequence FINANCIAL|MI_CONSE_N Numeric None

(FINANCIAL) Maintenance FINANCIAL| Numeric None

Cost MI_RISK_MAIN_COST_N

(FINANCIAL) Probability FINANCIAL|MI_PROB_N Numeric None

(FINANCIAL) Production Loss FINANCIAL| Numeric None

MI_RISK_PROD_LOSS_N

(OPERATIONS) Consequence OPERATIONS|MI_CONSE_N Numeric None

(OPERATIONS) Probability OPERATIONS|MI_PROB_N Numeric None

(SAFETY) Consequence SAFETY|MI_CONSE_N Numeric None

(SAFETY) Probability SAFETY|MI_PROB_N Numeric None

Basis for Assessment MI_RCMFEFFT_BASIS_T Text None

Relationships:

© 2022 General Electric Company 53

 Predecessor Relationship Successor

MI_RCMFEFFT MIR_HRCMREC MI_RECRCM

Secondary Actions Worksheet

Source Field Name Field ID Data Type (Length) Comments

Analysis Short Description MI_AN_SHORT_DESCR_CHR Character (255) This is a key field.

Function Name MI_RCMFUNCN_NAME_C Character (255) This is a key field.

Functional Failure Name MI_RCMFFAIL_NAME_C Character (255) This is a key field.

Failure Mode Name MI_RCMFMODE_NAME_C Character (255) This is a key field.

Effect Name MI_RCMFEFFT_NAME_C Character (255) This is a key field.

Recommendation Headline MI_REC_SHORT_DESCR_CHR Character (255) None

Name MI_ACTION_SHORT_DESC_C Character (255) None

Description MI_ACTION_DESCRIPTION_T Character (255) None

Basis MI_ACTION_BASIS_C Character (255) None

Type MI_ACTION_TYPE_C Character (255) None

Condition Monitoring Type MI_ACTION_CM_TYPE_C Character(50) None

Interval MI_ACTION_INTV_N Numeric None

Interval Units MI_ACTION_INTV_UNITS_C Character(50) None

Resource Cost MI_ACTION_RESOURCE_COST_ Numeric None

N

Shutdown Required MI_ACTION_SHUTDOWN_L Boolean None

Relationship:

Predecessor Relationship Successor

MI_RECRCM MIR_HS_SEC_ACTN MI_ACTION

About the Reliability Centered Maintenance (RCM) Analysis

Template Data Loader Workbook Layout and Use
This section provides a high-level overview and explanation of how the data loader workbook is
constructed.
The following table lists the worksheets that are included in the RCM Analysis Template workbook.

54 © 2022 General Electric Company

 Worksheet Description

Templates This worksheet is used to load data into the templates.

Analyses The analyses are the root records in the data model and are
created first. Links to other records are established after the
child records are created.

Team Members This worksheet is used to load data into the team members for
the analysis. Team members are linked to the RCM Analysis
through the Has RCM FMEA Team Member relationship.

Note: If the user wants to add team members, the individuals

must already have an entry in GE Digital APM.

Functions This worksheet is used to load data into the Functions for the
analysis template.

Functional Failures This worksheet is used to load data into the Function Failures
for the analysis template.

Failure Modes This worksheet is used to load data into the Failure Mode family
node.

Failure Effects This worksheet is used to load data into the Failure Effect family
node. The failure effect is linked to both the Failure Mode and
the associated recommendation. See the recommendation
section for its relationship.

Recommendations This worksheet is used to load data into the Recommendations.

RCM Recommendations are linked to the associated Failure
Effects. A Failure Effect can have multiple recommendations but
each one must be unique.

Secondary Actions This worksheet is used to load data into the Secondary Actions.
Secondary Actions are linked to the associated
Recommendations.

Templates Worksheet

Field Caption Field ID Data Type (Length) Comments

Template ID MI_TM000000_ID Character (255) This is used to identify a

template.

Site Reference Name MI_SITEREF_NAME_C Character (255) This is a key field.

Template Short Description MI_TM000000_SHRT_DSC_C Character (255) None

Template Long Description MI_TM000000_LNG_DSC_T Text None

© 2022 General Electric Company 55

 Analyses Worksheet

Field Caption Field ID Data Type (Length) Comments

Template ID MI_TM000000_ID Character (255) This is used to identify the

template.

Analysis Short Description MI_AN_SHORT_DESCR_CHR Character (255) This is a key field.

Analysis Long Description MI_AN_LONG_DESCR_TX Text None

Start Date MI_AN_ANALY_START_DATE_D Date None

T

End Date MI_AN_ANALY_END_DATE_DT Date None

Re-Evaluation Date MI_RCMANALY_ANALY_REEV_ Date None

D

Team Members Worksheet

Field Caption Field ID Data Type (Length) Comments

Template ID MI_TM000000_ID Character (255) This is used to

identify the
template.

User ID SEUS_ID Character (255) This is a key

field.

Functions Worksheet

Field Caption Field ID Data Type (Length) Comments

Template ID MI_TM000000_ID Character (255) This is used to identify the

template.

Analysis Short Description MI_AN_SHORT_DESCR_CHR Character (255) This is a key field.

Function Name MI_RCMFUNCN_NAME_C Character (255) This is a key field.

Function Type MI_RCMFUNCN_TYPE_C Character (40) None

Sub Function MI_RCMFUNCN_SUB_FUNCT_C Character (50) None

Function Long Description MI_RCMFUNCN_LNG_DESC_T Text None

Function Performance MI_RCMFUNCN_PRI_VAR_T Text None

Parameters

Relationship:

Predecessor Relationship Successor

MI_RCMANALY MIR_HRCMFNC MI_RCMFUNCN

56 © 2022 General Electric Company

 Functional Failures Worksheet

Field Caption Field ID Data Type (Length) Comments

Template ID MI_TM000000_ID Character (255) This is used to identify the

template.

Analysis Short Description MI_AN_SHORT_DESCR_CHR Character (255) This is a key field.

Function Name MI_RCMFUNCN_NAME_C Character (255) This is a key field.

This is used to identify the

Function ID for the Analysis.

Function Failure Name MI_RCMFFAIL_NAME_C Character (255) This is a key field.

Functional Long Description MI_RCMFFAIL_LNG_DESC_T Text None

Failure Modes Worksheet

Field Caption Field ID Data Type (Length) Comments

Template ID MI_TM000000_ID Character (255) This is used to identify the

template.

Analysis Short Description MI_AN_SHORT_DESCR_CHR Character (255) This is a key field.

Function Name MI_RCMFUNCN_NAME_C Character (255) This is a key field.

Function Failure Name MI_RCMFFAIL_NAME_C Character (255) This is a key field.

Failure Mode Name MI_RCMFMODE_NAME_C Character (255) This is a key field.

Asset ID MI_RCMEQPMT_EQUIP_ID_C Character (255) This is a key field.

Asset Description MI_RCMEQPMT_SHORT_DESC_ Character (255) This is a key field.

C

Long Description MI_RCMFMODE_LNG_DESC_T Text None

Maintainable Item MI_RCMFMODE_MAINT_ITEM_ Character (50) None

C

Damage Code MI_RCMFMODE_CONDI_DAMA Character (50) None

_C

Failure Pattern MI_RCMFMODE_FAIL_SHP_FA Character (40) None

CT_C

PF Interval MI_RCMFMODE_PF_INTER_N Numeric None

PF Interval Units MI_RCMFMODE_PF_INTER_UNI Character (40) None

TS_C

© 2022 General Electric Company 57

 Failure Effects Worksheet

Field Caption Field ID Data Type (Length) Comments

Template ID MI_TM000000_ID Character (255) This is used to identify the

template.

Analysis Short Description MI_AN_SHORT_DESCR_CHR Character (255) This is a key field.

Function Name MI_RCMFUNCN_NAME_C Character (255) This is a key field.

Function Failure Name MI_RCMFFAIL_NAME_C Character (255) This is a key field.

Failure Mode Name MI_RCMFMODE_NAME_C Character (255) This is a key field.

Effect Name MI_RCMFEFFT_NAME_C Character (255) This is a key field.

Effect Long Description MI_RCMFEFFT_LNG_DESC_T Text None

Effect Impact MI_RCMFEFFT_EFF_IMPACT_C Character (40) None

(ENVIRONMENT) ENVIRONMENT|MI_CONSE_N Numeric None

Consequence

(ENVIRONMENT) Probability ENVIRONMENT|MI_PROB_N Numeric None

(FINANCIAL) Consequence FINANCIAL|MI_CONSE_N Numeric None

(FINANCIAL) Maintenance FINANCIAL| Numeric None

Cost MI_RISK_MAIN_COST_N

(FINANCIAL) Probability FINANCIAL|MI_PROB_N Numeric None

(FINANCIAL) Production Loss FINANCIAL| Numeric None

MI_RISK_PROD_LOSS_N

(OPERATIONS) Consequence OPERATIONS|MI_CONSE_N Numeric None

(OPERATIONS) Probability OPERATIONS|MI_PROB_N Numeric None

(SAFETY) Consequence SAFETY|MI_CONSE_N Numeric None

(SAFETY) Probability SAFETY|MI_PROB_N Numeric None

Basis for Assessment MI_RCMFEFFT_BASIS_T Text None

Recommendations Worksheet

Field Caption Field ID Data Type (Length) Comments

Template ID MI_TM000000_ID Character (255) This is used to identify the

template.

Analysis Short Description MI_AN_SHORT_DESCR_CHR Character (255) This is a key field.

Function Name MI_RCMFUNCN_NAME_C Character (255) This is a key field.

Function Failure Name MI_RCMFFAIL_NAME_C Character (255) This is a key field.

Failure Mode Name MI_RCMFMODE_NAME_C Character (255) This is a key field.

Effect Name MI_RCMFEFFT_NAME_C Character (255) This is a key field.

58 © 2022 General Electric Company

 Field Caption Field ID Data Type (Length) Comments

Headline MI_REC_SHORT_DESCR_CHR Character (255) None

Description MI_REC_LONG_DESCR_TX Text None

Business Impact MI_REC_IMPAC_CHR Character (100) None

Shutdown Required? MI_RECRCM_SYS_SHUTDN_RE Boolean None

Q_L

Target Completion Date MI_REC_TARGE_COMPL_DATE_ Date None

DT

Action Type MI_RECRCM_ACTIO_TYPE_C Character (5) None

Interval MI_RECRCM_INTER_N Numeric None

Interval Units MI_RECRCM_INTER_UNITS_C Character (50) None

Nonrecurring MI_RECRCM_NONRE_L Logical Defaults to False when no

value.

Performance Interval MI_RECRCM_PERFO_INTER_N Numeric None

Performance Interval Units MI_RECRCM_PERFO_INTER_UN Character (50) None

ITS_C

Estimated Cost MI_RECRCM_ESTIM_COST_N Numeric None

Estimated Cost Basis MI_RECRCM_COST_BASIS_C Character (255) None

Recommended Resource MI_RECRCM_RECOMM_RSRC_ Character Must match a resource

C configured in the system
picklist for this field.

(ENVIRONMENT) ENVIRONMENT|MI_CONSE_N Numeric None

Consequence

(ENVIRONMENT) Probability ENVIRONMENT|MI_PROB_N Numeric None

(FINANCIAL) Consequence FINANCIAL|MI_CONSE_N Numeric None

(FINANCIAL) Maintenance FINANCIAL| Numeric None

Cost MI_RISK_MAIN_COST_N

(FINANCIAL) Probability FINANCIAL|MI_PROB_N Numeric None

(FINANCIAL) Production Loss FINANCIAL| Numeric None

MI_RISK_PROD_LOSS_N

(OPERATIONS) Consequence OPERATIONS|MI_CONSE_N Numeric None

(OPERATIONS) Probability OPERATIONS|MI_PROB_N Numeric None

(SAFETY) Consequence SAFETY|MI_CONSE_N Numeric None

(SAFETY) Probability SAFETY|MI_PROB_N Numeric None

Basis for Assessment MI_RCMFEFFT_BASIS_T Text None

© 2022 General Electric Company 59

 Secondary Actions Worksheet

Field Caption Field ID Data Type (Length) Comments

Template ID MI_TM000000_ID Character (255) This is used to identify the

template.

Analysis Short Description MI_AN_SHORT_DESCR_CHR Character (255) This is a key field.

Function Name MI_RCMFUNCN_NAME_C Character (255) This is a key field.

Functional Failure Name MI_RCMFFAIL_NAME_C Character (255) This is a key field.

Failure Mode Name MI_RCMFMODE_NAME_C Character (255) This is a key field.

Effect Name MI_RCMFEFFT_NAME_C Character (255) This is a key field.

Recommendation Headline MI_REC_SHORT_DESCR_CHR Character (255) None

Name MI_ACTION_SHORT_DESC_C Character (255) None

Description MI_ACTION_DESCRIPTION_T Character (255) None

Basis MI_ACTION_BASIS_C Character (255) None

Type MI_ACTION_TYPE_C Character (255) None

Condition Monitoring Type MI_ACTION_CM_TYPE_C Character(50) None

Interval MI_ACTION_INTV_N Numeric None

Interval Units MI_ACTION_INTV_UNITS_C Character(50) None

Resource Cost MI_ACTION_RESOURCE_COST_ Numeric None

N

Shutdown Required MI_ACTION_SHUTDOWN_L Boolean None

Predecessor Relationship Successor

MI_RECRCM MIR_HS_SEC_ACTN MI_ACTION

60 © 2022 General Electric Company

 Chapter

13
Deployment and Upgrade
Topics:

• Deployment
• Upgrade

© 2022 General Electric Company 61

Deployment
Deployment
Refer to the deployment information here Deploy RCM for the First Time.

Upgrade
Upgrade
Refer to the upgrade information here Upgrade or Update RCM to V5.0.0.0.0.

62 © 2022 General Electric Company

 Chapter

14
Reference
Topics:

• General Reference
• Family Field Descriptions
• Catalog Items

© 2022 General Electric Company 63

General Reference
RCM Data Model
The following diagram shows how the families used in RCM are related to one another.

Note: In the diagram, boxes represent entity families and arrows represent relationship families that are
configured in the baseline database. You can determine the direction of the each relationship definition
from the direction of the arrow head: the box from which the arrow originates is the predecessor, and the
box to which the arrow head points is the successor.
In the preceding diagram:
• The RCM FMEA Asset box represents a single RCM FMEA Asset record within an analysis. The RCM
FMEA Analysis record can be linked to multiple RCM FMEA Asset records, each of which can be linked
to an Equipment or Functional Location record.
• The Equipment or Functional Location box represents the Equipment or Functional Location family for
which the Is RCM FMEA Asset, Has Recommendations, and Has Tasks have been defined between that
family and the specified predecessor or successor.
• When an RCM FMEA Recommendation record is created for the analysis, the Recommendation record
is linked to the Equipment or Functional Location record to which the RCM FMEA Asset record is
linked.
• When an RCM FMEA Recommendation record is promoted to an Action record, the Action record will
be linked to a Proposed Strategy record and associated with the Equipment or Functional Location
record. For details, see the ASM Help.

64 © 2022 General Electric Company

 Entity and Relationship Families used in RCM
The following table provides a summary of the entity families and relationship families that are used to
develop an RCM Analysis.

Records in this entity family: ...Can be linked to records in this ...Through a relationship definition on
entity family: this relationship family:

RCM FMEA Analysis RCM Function Has RCM Function

RCM Function RCM Functional Failure Has RCM Functional Failure

RCM Functional Failure RCM FMEA Failure Mode Has RCM FMEA Failure Mode

RCM FMEA Failure Mode RCM FMEA Failure Effect Has RCM FMEA Failure Effect

RCM FMEA Failure Effect RCM FMEA Recommendation Has RCM FMEA Recommendation

In addition, the following families and relationships are used by RCM by not within the analysis tree itself.

Records in this entity ...Can be linked to records in ...Through this relationship: Purpose
family: this entity family:

RCM FMEA Analysis Human Resource Has RCM FMEA Team Member Facilitates the construction of
the RCM Analysis Team
Members list. Through this
relationship, Human Resource
records are linked directly to
the RCM FMEA Analysis
record.

RCM FMEA Analysis RCM FMEA Asset Has RCM FMEA Asset Facilitates the construction of
the RCM equipment list. In this
way, the RCM FMEA Asset
records are linked directly to
the RCM FMEA Analysis
record. Note, however, that
RCM FMEA Asset records do
not appear in the analysis tree
of an RCM Analysis.

© 2022 General Electric Company 65

 Records in this entity ...Can be linked to records in ...Through this relationship: Purpose
family: this entity family:

RCM FMEA Analysis RCM FMEA Task Has Tasks Allows Task records generated
from Recommendation
records to be linked to the
RCM FMEA Analysis record for
which the recommendation
was created. Note that in the
current version of GE Digital
APM, RCM FMEA Task records
cannot be created from RCM
FMEA Recommendation
records. Instead, RCM FMEA
Recommendation records can
be used to create Action
records in ASM. This
relationship still exists,
however, to support legacy
RCM FMEA Task records.

RCM FMEA Recommendation RCM FMEA Task Has Tasks Allows RCM FMEA
Recommendation records to
be linked to RCM FMEA Task
records that are generated
from those recommendations.
Note that in the current
version of GE Digital APM, RCM
FMEA Task records cannot be
created from RCM FMEA
Recommendation records.
Instead, RCM FMEA
Recommendation records can
be used to create Action
records in ASM. This
relationship still exists,
however, to support legacy
RCM FMEA Task records.

RCM FMEA Asset Asset Strategy Template Has Strategy Facilitates the promotion of
RCM FMEA Asset records to
Asset Strategy records via
Recommendation
Management. This link is
established when an RCM
FMEA Analysis is linked to a
physical or "virtual" piece of
equipment or location for
which you have defined
Recommendation records.

66 © 2022 General Electric Company

 Records in this entity ...Can be linked to records in ...Through this relationship: Purpose
family: this entity family:

RCM FMEA Asset RCM FMEA Task Has Tasks Allows RCM FMEA Asset
records to be linked to RCM
FMEA Task records. This link is
established only when a Task
record is generated from a
recommendation where the
related RCM FMEA Asset
record (i.e., the RCM FMEA
Asset record that is linked to
the RCM FMEA Analysis
record) is not linked to an
Equipment or Functional
Location record.

Note that in the current

version of GE Digital APM, RCM
FMEA Task records cannot be
created from RCM FMEA
Recommendation records.
Instead, RCM FMEA
Recommendation records can
be used to create Action
records in ASM. This
relationship still exists,
however, to support legacy
RCM FMEA Task records.

RCM FMEA Asset Task History Has Task History Facilitates the rejection of
RCM FMEA Task records that
are linked to RCM FMEA Asset
records. When you reject an
RCM FMEA Task record, a Task
History record is created and
linked to the RCM FMEA Asset
record through the Has Task
History relationship.

RCM FMEA Asset Task History Has Task History Facilitates the rejection of
RCM FMEA Task records that
are linked to RCM FMEA Asset
records. When you reject an
RCM FMEA Task record, a Task
History record is created and
linked to the RCM FMEA Asset
record through the Has Task
History relationship.

RCM FMEA Analysis RCM FMEA Template Has Templates Facilitates the creation of RCM
Templates.

RCM FMEA Asset RCM FMEA Template Has Templates Facilitates the creation of RCM
Templates.

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 Records in this entity ...Can be linked to records in ...Through this relationship: Purpose
family: this entity family:

RCM Function RCM FMEA Template Has Templates Facilitates the creation of RCM
Templates.

RCM Functional Failure RCM FMEA Template Has Templates Facilitates the creation of RCM
Templates.

RCM FMEA Failure Mode RCM FMEA Template Has Templates Facilitates the creation of RCM
Templates.

RCM FMEA Recommendation Mitigates Risk Risk Assessment Allows you to determine how a
recommendation mitigates a
risk.

RCM 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 RCM User MI Strategy Admin

MI Strategy Power

MI Strategy User

MI RCM Viewer MI APM Viewer

MI Strategy Admin

MI Strategy Power

MI Strategy User

Associating RCM Analyses with a Specific Site

Some companies that use the GE Digital APM software have facilities at multiple sites, or locations, where
each site contains unique equipment and locations. If desired, you can define the sites in your
organization and associate equipment and locations with the site to which they belong. When you create
RCM Analyses for those pieces of equipment and locations, you will need to select the appropriate site on
the Analysis datasheet of the RCM Analysis.
To help streamline the analysis-creation process, after you select a site on the Analysis datasheet, the GE
Digital APM system will allow you to add Equipment and Functional Location records to the RCM Analysis
only if those pieces of equipment and locations belong to that site.
You can also associate Risk Matrices with specific sites. If a Risk Matrix is associated with a site and an
RCM Analysis is associated with the same site, when you define the unmitigated risk for a failure effect,
rather than seeing the default Risk Matrix, you will see the Risk Matrix that is associated with that site.
The baseline family-level privileges that exist for these Security Groups are summarized in the following
table.

68 © 2022 General Electric Company

 Family Caption MI RCM User MI RCM Viewer

Entity families

Action View View

Asset Criticality Analysis System View None

Consequence Definition View View

Decision Tree Consequence View View

Decision Tree Response View View

Decision Tree Structure View View

Human Resource View, Update, Insert, Delete View

Mitigates Risk View, Update, Insert, Delete View

Probability Definition View View

Protection Level View View

RCM FMEA Analysis View, Update, Insert, Delete View

RCM FMEA Asset View, Update, Insert, Delete View

RCM Function View, Update, Insert, Delete View

RCM Functional Failure View, Update, Insert, Delete View

RCM FMEA Failure Mode View, Update, Insert, Delete View

RCM FMEA Failure Effect View, Update, Insert, Delete View

RCM FMEA Recommendation View, Update, Insert, Delete View

RCM FMEA Template View, Update, Insert, Delete View

RCM FMEA Task View, Update, Insert, Delete View

Reference Documents View, Update, Insert, Delete View

Risk Assessment View, Update, Insert, Delete View

Risk Category View View

Risk Matrix View View

Risk Rank View, Update, Insert, Delete View

Risk Threshold View View

Site Reference View View

Task History View, Update, Insert, Delete View

Note: The Task History relationship

family is inactive in the baseline GE Digital
APM database.

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 Family Caption MI RCM User MI RCM Viewer

Relationship Families

Has Associated Recommendation View View

Has Consolidated Recommendations View View

Has Driving Recommendation View View

Has RCM FMEA Team Member View, Update, Insert, Delete View

Has RCM FMEA Analysis View, Insert, Delete None

Has RCM FMEA Asset View, Update, Insert, Delete View

Has RCM Function View, Update, Insert, Delete View

Has RCM Functional Failure View, Update, Insert, Delete View

Has RCM FMEA Failure Mode View, Update, Insert, Delete View

Has RCM FMEA Failure Effect View, Update, Insert, Delete View

Has RCM FMEA Recommendation View, Update, Insert, Delete View

Has Reference Values View View

Has Recommendations View, Update, Insert, Delete View

Has Reference Documents View, Update, Insert, Delete View

Has Risk View None

Has Risk Category View, Update, Insert, Delete View

Has Site Reference View View

Has Superseded Recommendations View View

Has Task History View, Update, Insert, Delete View

Note: The Has Task History relationship

family is inactive in the baseline GE Digital
APM database.

Has Tasks View, Update, Insert, Delete View

Has Templates View, Update, Insert, Delete View

Is Based on RCM FMEA Failure Effect View View

Is RCM FMEA Asset View, Update, Insert, Delete View

With these privileges, any user who is a member of the MI RCM User Security Group will have access to
ALL records involved in RCM Analyses. In addition to these baseline privileges, which you can grant by
assigning users to the MI RCM User Security Group, you will need to grant RCM users permission to the
Equipment or Functional Location family if it is related to the RCM FMEA Asset family through the Is RCM
FMEA Asset relationship.

70 © 2022 General Electric Company

 Note: You may also want to grant some users permission to modify the items in the following Catalog
folders: \\Public\Meridium\Modules\RCM.

RCM System Code Tables

The following System Code Tables are used by RCM.

Table ID Table Description Function

MI_FUNCTION_SUB_TYPE Function Sub Types Used to populate the Sub Function list in
RCM Function records.

MI_FUNCTION_TYPE Function Type Used to populate the Function Type list

in RCM Function records.

SC_RECOM_RESOURCE Recommended Resource Used to populate the Recommended

Resource list in RCM FMEA
Recommendation records.

RCM URLs
There are two URL routes associated with RCM: rcm/overview and strategy/rcm. The following table
describes the various paths that build on the routes, and the elements that you can specify for each.

Element Description Accepted Value(s) Notes

rcm/overview: Displays the RCM Overview page.

strategy/rcm/analysis/<EntityKey>: Displays a specific analysis based on the entity key.

<EntityKey> Specifies the analysis that you Any numeric Entity Key that Displays the specified analysis
want to access. corresponds to an existing in a new tab.
analysis.

strategy/rcm/template/<EntityKey>: Displays a specific template based on the entity key.

<EntityKey> Specifies the template that Any numeric Entity Key that Displays the specified
you want to access. corresponds to an existing template in a new tab.
template.

Example URLs

Example URL Destination

rcm/overview The RCM Overview page.

strategy/rcm/analysis/64251519679 The RCM analysis record with Entity Key 64251519679.

strategy/rcm/template/64251519341 The RCM template record with Entity Key 64251519341.

About Values Mapped From an RCM Template to Asset Strategy Template

When you promote an RCM template to an ASM template, several fields in the Asset Strategy Template
family are populated with the fields that are mapped from RCM FMEA Template family.

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 Note: Some of the fields listed in the table are not available on any of the datasheets that are configured
for the RCM FMEA Template and Asset Strategy Template family.
The following table lists the field mappings:

This field in RCM FMEA Template family: ...populates this field in Asset Strategy Template family

Template Long Description Description

Template Notes Template Notes

Template Short Description Template Name

Template Category Template Category

Criticality Criticality

Duty Duty

Service Service

About Values Mapped from RCM Analysis to Asset Strategy

When you promote RCM analysis to an ASM analysis, several fields in the Asset Strategy family are
populated with the fields that are mapped from RCM FMEA Analysis family.
The following table lists the field mapped for Risk family:

This field in RCM FMEA Failure Effect and RCM FMEA Failure ...populates this field in Risk family
Mode family:

Basis for Assessment Basis for Assessment

Failure Mode Name,Effect Name Name

Failure Mode Long Description, Effect Long Description Description

Failure Mode Name Failure Mode

Maintainable Item Maintainable Item

Damage Code Condition

PF Interval PF Interval

PF Interval Units PF Interval Units

The following table lists the field mapped for Action family:

This field in RCM FMEA Recommendation family: ...populates this field in Action family

Recommendation Headline Name

Recommendation Description Description

Action Type Action Type

Interval Interval

Interval Units Interval Units

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 This field in RCM FMEA Recommendation family: ...populates this field in Action family

Estimated Cost Cost

Asset Shutdown Required? Shutdown Required

Estimated Cost Basis Cost Basis

Nonrecurring Nonrecurring

Performance Interval Performance Interval

Performance Interval Units Performance Interval Units

Recommended Resource Recommended Resource

Target Completion Date Target Completion Date

Failure Finding Activity in RCM Recommended Actions

When you define an RCM recommendation and specify the Action Type as Failure Finding, you can use the
Failure Finding Activity cells to calculate the failure finding task interval (FFI).
The following equation is used to calculate FFI:
FFI = MTIVE x [(n + 1)(MTED)/MMF]1/n
Note that the information used for the FFI calculation is based upon the concepts in SAE Standard
JA1012, "A Guide to the Reliability-Centered Maintenance (RCM) Standard." The process and terminology
used in the FFI calculation are described in more detail in this standards document. To use the Failure
Finding Activity cells effectively, you will need to be familiar with this standard.
In addition, the FFI calculation is based upon information in the book "Reliability-Centered Maintenance"
by John Moubray.
The following table describes the Failure Finding Activity cells in the GE Digital APM Framework.

Cell Description

MMF Stores the mean time between multiple failures.

For example, a 1 in 1,000,000 probability of a multiple failure in

one year implies a mean time between failures of 1,000,000
years.

The probability of multiple failures occurring in any one year is

1/MMF.

MTIVE Stores the mean time between failures of the protective device.

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 Cell Description

MTED Stores the mean time between failures of the protected

function.

For example, if the demand rate of the protected function is

once in 200 years, this equals a probability of failure for the
protected function of 1 in 200 in any one year, or a mean time
between failures of the protected function of 200 years.

The probability of failure of the protected function in any one

year is 1/MTED.

n The number of protective devices.

RCM Site Filtering

RCM Analyses
Site filtering is applied to RCM analysis records by setting the site on the datasheet or by linking an asset
with an existing site assignment to a global analysis. If you assign a site to an RCM analysis by linking an
existing asset, then all of the records associated with the analysis inherit the same site. After the site is
set for an analysis, you can only link assets with that same site assignment.

RCM Analysis Templates

When you create a new analysis template, you can use the Site control to set the site for the template,
which then gets populated through all of the records associated with an analysis. You can apply any
viewable template to any viewable analysis, regardless of the site assignment, as long as the risk matrices
match.
Examples
Consider an organization that has two sites, Site X and Site Y, and then consider the following scenarios:
Scenario 1: User assigned to Site X and Site Y applies a template to an analysis
Template A is assigned to Site X. Analysis 1 is assigned to Site Y. The user applies Template A to Analysis 1,
even though they have separate site assignments, as long as there are no conflicts between the risk
matrices.
Scenario 2: User assigned to Site X and Site Y links an asset to an analysis
Equipment 1 is assigned to Site X and Equipment 2 is assigned to Site Y. Analysis 1 is assigned to Site Y.
The user links Equipment 2 to Analysis 1, because they share the same site (Site Y).
The user is unable to link Equipment 1 to Analysis 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 an analysis with an incompatible site
assignment.

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Family Field Descriptions
RCM FMEA Analysis Records
This topic provides an alphabetical list and description of the fields that exist for the RCM FMEA Analysis
family and appear on its datasheet. The information in the table reflects the baseline state and behavior
of these fields. This list is not comprehensive.
This family is enabled for site filtering, which means that records in this family can be assigned to a
specific site and will only be accessible to users who are assigned to the same site and have the
appropriate license and family privileges. For more information, refer to the Sites section of the
documentation.

Field Data Type Description Behavior and Usage

Analysis Identification

Analysis End Date Date/Time The end date for the analysis. You can use the Calendar
feature to select the date on
which the analysis should end.

Analysis ID Character The ID of the analysis. Generated automatically by

the system. Cannot be
modified.

Analysis Long Description Text A more detailed description of You can enter a description
the analysis. manually.

Analysis Re-Evaluation Date Date/Time The date scheduled between This date cannot be before the
the start and end dates to re- Analysis Start Date.
evaluate analysis parameters.

Analysis Short Description Text A brief description of the This is a required field.
analysis.

Analysis Start Date Date/Time The start date for the analysis. You can use the Calendar
feature to select the date on
which the analysis should
begin.

Analysis Type List The type of analysis. Generated automatically by

the system. Cannot be
modified.

System Definition

System Boundary Description Text Details for the system You can enter a description
boundary. manually.

System Criticality Character The level of criticality for the This value is based on
system being analyzed. criticality evaluation outside of
GE Digital APM, and therefore
must be entered manually.

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 Field Data Type Description Behavior and Usage

System Criticality Basis List The criticality basis for a This field will contain one of
system. the following values:

• Calculated
• Economic Analysis
• Safety and Health Analysis
• System Criticality Analysis
• System Reliability Analysis

System ID Character The ID for the system. Enter a value manually in the
text box.

System Long Description Text Details for the system. You can enter a description
manually.

System Name Character The name of the system. Enter a value manually in the
text box.

System Notes Text Any notes necessary for the You can enter your notes
system. manually.

System Primary Drawing Numeric The number that references a This value is based on an
Number drawing or diagram of the indexing system outside of GE
system. Digital APM, and therefore
must be entered manually.

RCM FMEA Template Records

This topic provides an alphabetical list and description of the fields that exist for the RCM FMEA Template
family and appear on its datasheet. The information in the table reflects the baseline state and behavior
of these fields. This list is not comprehensive.
This family is enabled for site filtering, which means that records in this family can be assigned to a
specific site and will only be accessible to users who are assigned to the same site and have the
appropriate license and family privileges. For more information, refer to the Sites section of the
documentation.

Field Data Type Description Behavior and Usage

Analysis Type List The type of analysis the This field is populated
template is based on. automatically with RCM and
cannot be modified.

Approved Date Date/Time The date on which the You can use the Calendar
template was approved. feature to select the date on
which the template was
approved.

Approver Character The person who approved the Enter the name and/or title of
template. the approver.

Author List The user that created the This field is generated
template. automatically and cannot be
modified.

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 Field Data Type Description Behavior and Usage

Created On Date/Time The date on which the This field is generated

template was created. automatically and cannot be
modified.

Criticality Character The degree to which an asset This field is read-only and
is functionally or economically populated automatically.
important.

Description Text Details for the template. You can enter a description
manually.

Duty Character The duty cycle context under This field is read-only and the
which the asset is operating value is populated by the APT
(i.e., continuous or standby). template data load.

ID Character The ID of the template. This is a required field. It can

be modified, but each
template ID must remain
unique.

Service Character The process and This field is read-only and the
environmental conditions value is populated by the APT
under which the asset is template data load.
operating.

Status List The status of the template. This field will contain on of the
following values:

• Development
• Approved
• Obsolete

Template Category Character Any category name you want Enter a category in the field.
to assign to the template.

Template Notes Text Any additional information you Enter additional notes in the
want to provide about the field.
analysis template.

Type Text The family of the record from This field is generated
which the template was automatically and cannot be
created. modified.

RCM FMEA Asset Records

This topic provides an alphabetical list and description of the fields that exist for the RCM FMEA Asset
family and appear on its datasheet. The information in the table reflects the baseline state and behavior
of these fields. This list is not comprehensive.
This family is enabled for site filtering, which means that records in this family can be assigned to a
specific site and will only be accessible to users who are assigned to the same site and have the
appropriate license and family privileges. For more information, refer to the Sites section of the
documentation.

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 Field Data Type Description Behavior and Usage

Asset Description Text Description of the asset. You can enter a description
manually.

Asset ID Character The original Equipment ID for Populated automatically when

the asset. you select an asset from the
Asset Finder. This is a
required field.

Asset Type List The type of asset. Generated automatically by

the system. Can be modified, if
needed. This is a required field.

Purpose Statement Text Purpose of the asset. You can enter a description
manually.

RCM Asset ID Character The ID for the asset specific to Generated automatically by
the RCM module. the system. Cannot be
modified.

RCM FMEA Failure Effect Records

This topic provides an alphabetical list and description of the fields that exist for the RCM FMEA Failure
Effect family and appear on its datasheet. The information in the table reflects the baseline state and
behavior of these fields. This list is not comprehensive.
This family is enabled for site filtering, which means that records in this family can be assigned to a
specific site and will only be accessible to users who are assigned to the same site and have the
appropriate license and family privileges. For more information, refer to the Sites section of the
documentation.

Field Data Type Description Behavior and Usage

Effect ID Character The ID of the failure effect. Generated automatically by

the system. Cannot be
modified.

Effect Impact List The level at which the failure The field will contain one of
effect has an impact. the following values:

• Unit
• Plant
• System
• Equipment

Effect Long Description Text Description of the failure You can enter a description
effect. manually.

Effect Name Character The name of the failure effect. Enter a value manually in the
text box. This is a required
field.

Unmitigated Driving Risk List Unmitigated risk category Generated automatically by

Category from failure mode Risk the system. Cannot be
section. modified.

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 Field Data Type Description Behavior and Usage

Unmitigated Driving Risk Rank Numeric Unmitigated risk rank value Generated automatically by
assigned from failure mode the system. Cannot be
Risk section. modified.

Unmitigated Financial Risk Numeric Unmitigated risk value Generated automatically by

assigned from failure mode the system. Cannot be
Risk section. modified.

Unmitigated Risk Numeric Unmitigated risk value Generated automatically by

assigned from failure mode the system. Cannot be
Risk section. modified.

RCM FMEA Failure Mode Records

This topic provides an alphabetical list and description of the fields that exist for the RCM FMEA Failure
Mode family and appear on its datasheet. The information in the table reflects the baseline state and
behavior of these fields. This list is not comprehensive.
This family is enabled for site filtering, which means that records in this family can be assigned to a
specific site and will only be accessible to users who are assigned to the same site and have the
appropriate license and family privileges. For more information, refer to the Sites section of the
documentation.

Field Data Type Description Behavior and Usage

Damage Code Character The code associated with the This value is based on an
damage type. indexing system outside of GE
Digital APM, and therefore
must be entered manually.

Failure Mechanism Character The physical, electrical, Enter factors which have
chemical, and mechanical induced the failure.
factors which cause a failure
individually or in combination
with other factors.

Failure Mechanism Description Text Description of the failure Enter a description for the
mechanism. failure mechanism.

Failure Mode ID Character The ID of the failure mode. Generated automatically by

the system. Cannot be
modified.

Failure Mode Long Description Text Description of the failure Enter a description for the
mode. failure mode.

Failure Mode Name Character The name of the failure mode. This is a required field.

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 Field Data Type Description Behavior and Usage

Failure Pattern List The type of failure pattern The field will contain one of
exhibited by the asset. the following values:
• Bathtub
• Wearout
• Increasing (zero early/
random)
• Constant/random
• Infant Mortality
• Rapid Wearout

Maintainable Item Character An item from an EAM system, This value is based on an
failure codes, etc. indexing system outside of GE
Digital APM, and therefore
must be entered manually.

PF Interval Numeric The interval value for potential Enter the number of the
to failure of the asset. interval to be combined with
the PF Interval Units.

PF Interval Units List Unit of measurement for the The field will contain one of
potential to failure of the the following values:
asset.
• Minutes
• Hours
• Days
• Weeks
• Months
• Years

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 Field Data Type Description Behavior and Usage

Related Asset ID Character The ID for the asset related to This field contains a list of
the failure mode. assets that are linked to the
analysis. You can select any ID
in the list. The selected asset
will be linked to subsequent
recommendation records. This
is a required field.

Related Asset Type List The type of the asset that is The Related Asset Type field is
related to the failure mode. automatically populated with
the Asset Type value from the
associated Asset record.

Note: If you modify the value

in the Related Asset ID field of
an existing Failure Mode
record, the links to any
Recommended Actions will
also be updated. Note,
however, that if RCM FMEA
Task records have been linked
to the Recommendation
record, changing the Related
Asset ID in the Failure Mode
record will not update the link
to the Task record. The RCM
FMEA Task record will
continue to be linked to the
RCM FMEA Asset or Asset
record to which the
Recommendation record was
linked when the Task record
was originally created.

RCM Configuration Records

This topic provides an alphabetical list and description of the fields that exist for the RCM FMEA Analysis
family and appear on its datasheet. The information in the table reflects the baseline state and behavior
of these fields. This list is not comprehensive.
This family is enabled for site filtering, which means that records in this family can be assigned to a
specific site and will only be accessible to users who are assigned to the same site and have the
appropriate license and family privileges. For more information, refer to the Sites section of the
documentation.

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 Table 1:

Field Data Type Description Behavior and Usage

Primary Family ID Character (255) The Family ID that will be used

as the unique identifier.

Primary Family Key Fields Character (255) The fields that uniquely
identify Family Field.

RCM Function Records

This topic provides an alphabetical list and description of the fields that exist for the RCM Function
family and appear on its datasheet. The information in the table reflects the baseline state and behavior
of these fields. This list is not comprehensive.
This family is enabled for site filtering, which means that records in this family can be assigned to a
specific site and will only be accessible to users who are assigned to the same site and have the
appropriate license and family privileges. For more information, refer to the Sites section of the
documentation.

Field Data Type Description Behavior and Usage

Function ID Character The ID of the function. Generated automatically by

the system. Cannot be
modified.

Function Long Description Text Description of the function You can enter a description
that you are analyzing. manually.

Function Name Character The name of the function. This is a required field.

Function Performance Text Performance details for the You can enter a parameters
Parameters function that you are manually.
analyzing.

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 Field Data Type Description Behavior and Usage

Function Type List The type of function that you This field will contain one of
are analyzing for the the following values:
associated asset. • Primary:
• Secondary
• Protective
• Superfluous
• Appearance

Note: If you select Secondary

in this field, the Sub Function
field is activated.

Sub Function List The secondary function that This field is only activated
you are analyzing for the when the Function Type field
associated asset. contains the value of
Secondary. The field will
contain one of the following
values:

• Environmental
• Safety
• Containment
• Appearance
• Protection
• Efficiency/Economy
• Superfluous

RCM Functional Failure Records

This topic provides an alphabetical list and description of the fields that exist for the RCM Functional
Failure family and appear on its datasheet. The information in the table reflects the baseline state and
behavior of these fields. This list is not comprehensive.
This family is enabled for site filtering, which means that records in this family can be assigned to a
specific site and will only be accessible to users who are assigned to the same site and have the
appropriate license and family privileges. For more information, refer to the Sites section of the
documentation.

Field Data Type Description Behavior and Usage

Functional Failure ID Character The ID of the functional failure. Generated automatically by

the system. Cannot be
modified.

Functional Failure Long Text Description of the functional You can enter a description
Description failure. manually.

Functional Failure Name Character The name of the functional This is a required field.
failure.

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RCM FMEA Recommendation Records
This topic provides an alphabetical list and description of the fields that exist for the RCM FMEA
Recommendation family and appear on its datasheet. The information in the table reflects the baseline
state and behavior of these fields. This list is not comprehensive.
This family is enabled for site filtering, which means that records in this family can be assigned to a
specific site and will only be accessible to users who are assigned to the same site and have the
appropriate license and family privileges. For more information, refer to the Sites section of the
documentation.

Field Data Type Description Behavior and Usage

Recommendation

Asset ID Character The ID for the asset associated This field's value is
with the recommendation. automatically populated.

Asset Shutdown Required? Boolean Indicates whether or not the Select the check box to flag for
asset must be physically shut an equipment shutdown after
down after implementing the the action is applied.
action.

Business Impact List Indicates the scope of impact This field contains a list of the
for carrying out the following values:
recommendation.
• Plant
• Unit
• System
• Equipment

Select the value that defines

the level of impact to carry out
the recommendation.

Comments Text Any additional information N/A

pertaining to the
recommendation.

Create Work Request? Boolean Indicates whether or not a Select the check box if you
work request should be want a work request to be
generated for this automatically generated for
recommendation. this recommendation.

Recommendation Description Text A description for the N/A

recommendation.

Recommendation Headline Character The title of the This is a required field.

recommendation record.

Recommendation ID Character A unique ID for the This field's value is

recommendation. automatically populated.

Target Completion Date Date/Time Target date for the Use the date/time selectors to
recommendation's action to select the date and time by
be executed. which the action must be
executed.

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 Field Data Type Description Behavior and Usage

Technical Number Character The technical number for the This field's value is
associated asset of the automatically populated.
recommendation.

Work Request Equipment Text The specific equipment This field's value is
associated with the work automatically populated.
request.

Work Request Functional Text The specific functional location This field's value is
Location associated with the work automatically populated.
request.

Work Request Reference Text The reference ID for the work This field's value is
request. automatically populated.

Action Information

***Failure Finding Activity*** See an explanation of the Failure Finding Activity cell values.

Action Type List The type of action associated This field contains a list of the
with the recommendation. following values:

• Time-Based Maintenance
(Preventative) (PM)
• Condition-Based
Maintenance (Predictive)
(CM)
• Redesign (DSN)
• Procedure (PROC)
• Training (TRN)
• Failure Finding (FF)

Select the action type from the

corresponding action. The
values are driven by system
code table MI_ACTION_TYPE.

Display FFI Units As List The unit used to indicate the N/A
FFI value.

Estimated Cost Numeric The estimated cost for Enter the numeric value for
carrying out the action. the estimate cost of
implementing the
recommendation.

Estimated Cost Basis Text An explanation for the N/A

estimated cost of carrying out
the action.

FFI Numeric Indicates frequency of failure N/A

finding tasks.

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 Field Data Type Description Behavior and Usage

Interval Numeric The number of the interval This value corresponds with
unit corresponding to how Interval Units to give the
often the action should be complete frequency with
performed. which the action should be
performed.

Interval Units List The unit of the interval This value corresponds with
corresponding to how often Interval to give the complete
the action should be frequency with which the
performed. action should be performed.

Nonrecurring Boolean Indicates whether the action Select the check box if you
should be on a recurring basis only want the action
or only once. performed once instead of on
a recurring basis.

Performance Interval Numeric Reference value for the The values in the Performance
interval of the performance of Interval field is not used in any
the action. calculations in ASM. You can
use them as reference values,
but no logic is executed based
on the values. All calculations
that require an interval are
based on the values in the
Interval field and the Interval
Units field.

Performance Interval Units List Reference value for the The values in the Performance
interval units of the Interval Units field is not used
performance of the action. in any calculations in ASM. You
can use them as reference
values, but no logic is executed
based on the values. All
calculations that require an
interval are based on the
values in the Interval field and
the Interval Units field.

Recommended Resource Text/List A custom entry for a resource Use the drop-down list and
to execute action. enter text into the add
caption box that corresponds
to the custom resource.

Use Calculated FFI Results Boolean Indicates whether or not you N/A
want to use the calculated FFI
results.

86 © 2022 General Electric Company

Catalog Items
About the RCM Data Structure
The GE Digital APM RCM module uses families to represent the various components of an RCM Analysis,
as defined by the standard, accepted RCM methodology. The GE Digital APM system leverages its
fundamental entity and relationship family infrastructure to store data related to an RCM Analysis.
Each RCM Analysis is represented at the root level by an RCM FMEA Analysis record. FMEA Analyses use
the same root analysis family. RCM Analyses are distinguished from FMEA Analyses via the Analysis Type
field in the RCM FMEA Analysis record. The analysis type can be either RCM or FMEA. For an RCM FMEA
Analysis that will be used for an RCM Analysis, the analysis type is RCM.
Note: Because both RCM and FMEA Analysis records belong to the same family, a query on the RCM FMEA
Analysis family will return results that include all analyses of any type. To limit your results to include only
one analysis type, you will need to include the Analysis Type field in your query and define criteria to filter
on either RCM or FMEA.
For an RCM Analysis (a record in which the analysis type is RCM), the RCM FMEA Analysis record can be
linked to RCM Function records through the Has RCM Function relationship. RCM Function records can be,
in turn, linked to RCM Functional Failure records through the Has RCM Functional Failures relationship,
and so on, for all components of the analysis. Together, the root RCM FMEA Analysis record and all the
records that are linked to it, either directly or indirectly, make up the RCM Analysis.

RCM Analysis State Configuration

This topic describes the different analysis states in a Reliability Centered Maintenance (RCM) analysis
configuration.
By default, the following baseline Stage Configuration exists for the RCM Analysis family.

© 2022 General Electric Company 87

 Initial State
The Draft state is the initial state of all new RCM Analysis records.

Datasheet Configuration
By default, no states and operations will appear on the datasheet when you are viewing an RCM FMEA
Analysis record in RCM, FMEA, the Record Manager, or the Bulk Data Form.

Reserved States and Operations

By default, no states or operations displayed in the preceding diagram are reserved. This means that you
can remove or modify any of these states or operations. You can also add your own states and operations
to the State Configuration.

88 © 2022 General Electric Company

 Chapter

15
Troubleshooting
Topics:

• Troubleshooting Scenarios
• Frequently Asked Questions

© 2022 General Electric Company 89

Troubleshooting Scenarios
Troubleshooting Scenarios
The following topics can help you troubleshoot issues that you may have with the Roinds Designer
module:
• Route Takes a Long Time to Load

Dashboard Tile Count Does Not Appear or Takes Longer Time to Load the
Count in the RCM/FMEA Overview Screen

Description
In the Applications menu, navigate to the STRATEGY section, and then select Reliability Centered
Maintenance. The dashboard tile count takes longer time to load, or it does not appear in the module
overview page.

Cause
This issue may occur if any of the database indexes are missing.

Solution
Perform the following step:
Run the following script for the RCM/FMEA equipment, recommendation, and the RCM/FMEA
recommendation families. This improves the loading performance of the Reliability Centered
Maintenance page.

CREATE NONCLUSTERED INDEX [<N_MI_RCMEQPMT_ID_NK>]

ON [dbo].[MI_RCMEQPMT] ([MI_RCMEQPMT_EQUIP_ID_C])
INCLUDE ([ENTY_KEY])

CREATE NONCLUSTERED INDEX [<N_MI_REC_ANALY_KEY_FK>]

ON [dbo].[MI_REC] ([MI_REC_ANALY_KEY_NBR])
INCLUDE ([ENTY_KEY])

CREATE NONCLUSTERED INDEX [<N_MI_RECRCM_ACTIO_TYPE_FK>]

ON [dbo].[MI_RECRCM] ([MI_RECRCM_ACTIO_TYPE_C])
INCLUDE ([ENTY_KEY])

These indexes have been added to the baseline product, in version 4.4. This step is applicable to Version
4.x and earlier versions.
Note: Run the script directly in the database.

RCM Data Loader Gives an Error After Loading the RCM Data

Description
The following error appeared when loading the RCM/FMEA data loader:

90 © 2022 General Electric Company

 2021-11-02 10:19:44.0206|Batch [0015]|ERROR| RCM FMEA Recommendation '<Recommendation name
…> ' was processed more than once due to ambiguity in reference column information.
2021-11-02 10:19:44.0215|Batch [0015]|DEBUG| Finished processing Batch [0015]
Or
2019-11-25 11:47:47.635412|Batch [0001]| Error - RCM FMEA Failure Mode ‘<Failure Mode name…>' was
processed more than once due to ambiguity in reference column information.
2019-11-25 11:47:49.104147|Batch [0001]| Debug - Finished processing Batch [0001]

Cause
The dataloader file contains duplicate names in the Failure Effect, Failure Modes, Recommendations, and
Secondary Action sheet as there is no option to differentiate the duplicate names in the datasheet.

Solution
Perform one of the following options:
1. Do not have same Failure effect or Failure mode or Recommendation or Secondary action names.
2. If you cannot implement the first option, then the column Related Asset ID must be added in the
Failure Mode, Failure Effect, Recommendations, and Secondary action sheet.

Unable to Promote RCM Analysis to Asset Strategy Management (ASM)

Description
Navigate to RCM analysis and then select Promote to ASM.
The following error appeared when promoting an RCM analysis to ASM:
20398861,6/18/2021 12:13:22 PM,CoreNex, This object does not exist., "This object does not exist. at
Meridium.Core.Catalog.Manager.CatalogManager.RetrieveFolder(String sessionId, String path, Int32
childLevels) in C:\Builds\84\APM\4500x-Code\src\Current\Source\apm-infra\src\Meridium.Core\Catalog
\Manager\CatalogManager.cs:line 860 at
Meridium.Core.Catalog.Manager.CatalogManager.RetrieveCatalogItem(String sessionId, String path) in
C:\Builds\84\APM\4500x-Code\src\Current\Source\apm-infra\src\Meridium.Core\Catalog\Manager
\CatalogManager.cs:line 1777 at
Meridium.Api.Core.Controllers.CatalogContract.RetrieveCatalogItem(String sessionId, String
path)",20065838

Cause
All risk assessment in RCM analysis for Failure Effect and Recommendation is done using Default risk
matrix (the risk matrix marked checked as Default). This issue may occur if there is change in the Default
risk matrix.

Solution
Perform the following steps:
1. In the Applications menu, navigate toTools > Operations Manager > Risk Matrix. If the current
default risk matrix differs from the one returned in the following query for that analysis, then you will
not be able to promote to ASM. The risk assessment should be same as mentioned in the query to
mitigate an action in ASM.

© 2022 General Electric Company 91

 2. Run the following query for the analysis to know which Risk Matrix is being used when promoting to
ASM:

SELECT [MI_RCMFMODE].[MI_RCMFMODE_NAME_C] "Failure Mode Name"

, [MI_RCMFMODE].[MI_RCMFMODE_REL_ASSET_ID_C] "Mode Name Asset ID"
, [MI_RECRCM].[MI_REC_ID] "Recommendation ID"
, MI_ENTITIES.ENTY_ID "Recommendation Asset"
, [MI_RISKASSE].[MI_RISKASSE_RM_NAME_C] "Risk Matrix Name"
FROM [MI_RCMANALY]
JOIN_SUCC [MI_RCMFUNCN]
JOIN_SUCC [MI_RCMFFAIL]
JOIN_SUCC [MI_RCMFMODE]
JOIN_SUCC [MI_RCMFEFFT]
JOIN_SUCC [MI_RECRCM] LEFT
JOIN_SUCC [MI_RISKASSE] ON {MIR_MITRISK} ON {MIR_HRCMREC} ON
{MIR_HRCMFEF} ON {MIR_HRCMFMD} ON {MIR_HRCMFFL} ON {MIR_HRCMFNC}
JOIN {MI Has Recommendations} ON [MI_RECRCM].ENTY_KEY = {MI Has
Recommendations}.SUCC_ENTY_KEY
JOIN MI_ENTITIES ON MI_ENTITIES.ENTY_KEY = {MI Has
Recommendations}.PRED_ENTY_KEY
WHERE [MI_RCMANALY].ENTY_KEY = (? :n :id=AnalysisKey)
3. If the current risk matrix is marked as Default, then change the risk matrix to the previous matrix and
then mark as Default.

Frequently Asked Questions

About Frequently Asked Questions
The following topics cover the frequently asked questions (FAQs) for Reliability Centered Maintenance
(RCM) organized by common categories. Select one of the categories to view the list of FAQs.
• Can I remove virtual assets in the RCM/FMEA?
• Can I create a URL directly to the Failure Mode or Failure Effect levels in the RCM/FMEA?

Frequently Asked Questions

This topic covers the frequently asked questions (FAQs) for Reliability Centered Maintenance (RCM)
module.
1. Can I remove virtual assets in the RCM/FMEA?
In APM version 4.3.0, the ability to add "virtual assets" (RCM FMEA Asset) within an Analysis is
removed. In 4.3.0 and latest versions, the concept of virtual assets using the RCM FMEA Asset family is
now limited to the Template functionality. Hence, you can only add real assets that exist in the
database via the Asset Hierarchy to an RCM or FMEA Analysis.
2. Can I create a URL directly to the Failure Mode or Failure Effect levels in the RCM/FMEA?
There is no option to create a URL directly to the Failure Mode or Failure Effect levels in the RCM/FMEA.
The only option is to create URLs to the analysis or the template. For more information on the URLs,
see the Available FMEA URLs section of the document.

92 © 2022 General Electric Company