Purpose of the Assessment

Running a New Assessment

Section Selection (Consequences, Mechanisms, Failure Modes, etc…)

Required Fields

How to use the Trace function

Analyzing the results

Publishing the Assessment

Printing an Assessment

Processing Multiple Assessments

Checking status of Multiple Assessments Analysis

Publishing the Multiple Assessment Analysis

Plotting the results on the Matrix

The Asset Strategy Application allows the users to assess the equipment, or location, based on a chosen methodology. This function allows the users to create new assessments, provide input values, calculate an output, and further publish the assessment back to the SAP Master Data Equipment or Location record.

By publishing the data back to the Equipment or Location record, allows other software applications and functions to consume and use the data.

Note: The Assessment type, or methodolgy, is based on the template and could vary from customer to customer. For example, you may choose a more quantitative API 5813rd approach, vs a more qualitative approach like the European PED (Pressure Equipment Directive).

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By running a “New” assessment, vs open an existing unpublished assessment, the Asset Strategy Application will interrogate the Equipment, or Location record, for the input values to be used in the assessment.

Once a successful assessment is calculated and saved, the user can choose the “Publish” the assessment. On “Publish” of the assessment, the Asset Strategy Application will update the Equipment or Location master data with all values from the assessment. In general, this includes Input, Intermediate, and Output values.

Note: During the configuration of the assessment template, you can choose not to map all values to the Equipment or Location record, choosing to keep some values only within the assessment.

After opening the Asset Strategy App, choose the “New” button in the upper right. From there, select either Equipment or Location, then select “Single”.

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When creating or editing an assessment, based on the model, users can select the various sections of the model they would like to work with. This will typically be consequences, failure mechanisms, failure modes, or other sections to the various model.

Users can access the Section selection by tapping the “General Selection” option. From there, you can select or unselect what is relevant to your assessment.

Tapping the “I” information button provides guidance on the section.

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Prior to executing a calculation, all required fields will need to be provided. Required fields are marked with a red “*”.

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The “Trace” function allows the user to dive into the Inputs, Intermediate Algorithm, and Outputs, there were used to derive a calculation. You can also see if a table was used as a lookup to determine the output.

Step 1 - Tap the “Calculate with details” menu.

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Step 2 - A Trace tab appears.

Step 3 - Copy the variable you would like to search for in the Trace

Step 5 - Paste the variable you would like to search into the search bar and tap “Enter” or tap the “Search” icon.

Step 6 - You will be able to see how the variable is used as an Input, Output, and Intermediate calculation.

Step 7 - If there are tables involved to determine an output, you can also tap “Download multi dimension excel” to see the table used.

Step 9 - Tapping the hyperlink will download the MS Excel file for access.

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After the user successfully calculates an assessment, please note the required fields will need to be provided, the calculations are performed and are reported back to the user for analysis.

The calculations are provided back to the user for analysis in three areas:

1. Intermediate calculations per sections - Intermediate values are any dependency calculation determined prior to calculating a final output.

2. Output values per section - Output values are typically the final number you are seeking based on the input values.

3. Trace function for deeper analysis.

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When “Publishing” the assessment, the software will perform a few actions:

1. If there are recommendations, the user will have the option to create Instructions or Notifications from the recommendations. Users can also choose to create ad-hoc recommendations.

2. The assessment data, defined as inputs, intermediate calculations, and outputs, are written back to the Equipment or Location record.

3. The assessment is placed from Draft to Published status, which locks the assessment.

“Last Publish Wins” rule - If there are multiple users creating assessments on the same equipment or location, either on the same day or over long periods of time, the last assessment “Published” will update the Equipment or Location Master Data. This could result in confusion if the user was not aware of a prior users assessment.

Below are three Use Cases that describe the Publish process when working on the same Equipment or Location, by two or more different users.

In these cases, you can view the “Timeline” feature on the Equipment App, or just review the Assessment list within the Asset Strategy Application to determine if another user provided updates.

Below is the image of the Equipment timeline feature that allows the users to see the data changes.

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Users can print the assessment to PDF, the choices are:

1. Summary - Matrix and recommendations.

2. Detailed - Matrix, recommendations, and all of the values used in the assesment.

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From time to time, for example prior to a turnaround, or during implementation of the data there is a need to bulk process one or more Equipment or Locations. The following steps will guide the user in this process.

Step 1 - With the Asset Strategy App, tap “New” and choose Location or Equipment. Further select “Multiple”.

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Step 2 - Choose the Assessment template you would like to process.

Step 3 - Provide a description and tap “Next”.

Step 4 - Search for the Equipment you would like to process. For example, search for Equipment that contain “E-”.

Step 5 - Tap “Add All” to the Multiple queue.

Step 6 -You will receive a message to the number of Equipment or Locations added to the bulk processing queue.

Step 7 - You can see the Equipment or Locations assigned to the queue. Here, you can also remove them.

Step 8 - Tap the “Calculate Mss run” to execute the bulk analysis.

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If you are processing tens, hundreds, or thousands, there is a feature to check the status of the bulk processing.

Step 1 - Select the “Mass Run” on the Asset Strategy List view.

Step 2 - A status table will be provided of the analysis queue.

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Post processing multiple analysis, you may choose to Publish the assessment.

Step 1 - Access the Mass Run queue. Select the Queue to filter for the assessments within this queue.

Step 2 - Select All in the upper left of the table, then tap “Publish”.

Outputs of the results are plotted on the Matrix. What is configured on the Matrix is determined in the template configuration. Additionally, you can customize the matrix with X and Y axis as well as colors.

Hover over the output to highlight the position on the Matrix.