The RCM Templates screen is where you define your templates. On this screen you select a RCM Project and a RCM Level. This is like the selection made on the equipment screens although the project is not visible there and is selected automatically for you (via the equipment organization or the selected system default). Additionally, this screen has a Status field. Status codes can be added on the System Codes screen under status Entity ‘RTST’. The system delivered status codes are:
Unfinished
Request Approval
Approved
Superseded
A template also has revision control, meaning it has a revision number and a Create New Revision button is also present on the screen. So, changes to the template over time can be tracked using the revision control features of HxGN EAM and at approval of a new revision the current approved revision of the template will automatically be superseded. But unlike usual, not all fields on this screen are protected when the status is request approval or approved. Protection is limited to the RCM and mitigation data of the template. This also means that comments and documents can still be associated. Only the superseded status will protect the data on this screen.
By selecting the Failure Mode Library checkbox, the template becomes part of the failure mode library. These templates can be referenced on the failure modes that you define for equipment and regular templates. This allows you to group them together. No matter the attributes. Think of leaking. If you have many pumps that all can leak, you will have as many failure modes that say ‘leaking’ as you have pumps. The system sees all these as individual and unrelated failure modes. And you should too. They all have their unique attributes and consequences defined based on the operating conditions and the RCM analysis you did. But a generic starting point could come in handy. And the ability to group them for reporting purposes is also a clear benefit.
Failure Mode Library templates are recorded as if they were a FMECA. The system will automatically create data on the RCM tab including a function, a failure mode, and the related consequence records. Note that through the web services you can opt out of creating data on the RCM tab if you prefer to load that yourself, for example, via the Import Utility. These templates only allow for one failure mode to be defined. Other than that, these templates behave the same as regular RCM templates. Once approved you can reference these failure mode library templates on any defined failure mode, even with different attributes, making it possible to group them together for reporting purposes and import the template on equipment and other templates to have a well-defined starting point for your failure mode.
In the RCM Details section of the screen, you will find the same fields also present on the equipment screens, like Risk Priority Number, Risk Level, Risk Consequence Cost, Black Swan, etc.
If you like to implement a process where templates are reviewed on a regular basis you can use the optional Date Review Required. Then use this field as a filter on a Dataspy or an Inbox on the Start Center.
Note that the available equipment Criticality field does not play a role here on this screen, but it can be used for selecting certain templates for certain equipment if needed.