May 2019
w-IMS RCM is used to develop a Maintenance strategy for equipment based on a Reliability Centred Maintenance assessment. The following release notes describe the new functionality and improvements in version 3.10a.
Besides stabilizations, version 3.10a contains enhanced functionality for MEC, Change and Deferral forms and extended dashboards.
Change / Deferral form changes for IMS 3.10a
1. Change/Deferral form site wide available
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The change and deferral form are now available to all people at the site. A URL (<
- Discipline
- Submittal date range
- Request type
- Request status
- Priority
- Approver
A new role has been created which makes the Change/Deferral menu available. This role needs to be assigned to use the Change and Deferral functionality for users that do not have an RCM role.
2. Process on Change Request Form
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The Change request now has a dropdown list to categorize the form for the related process. Available options are:
- PEI
- RCM
- SIS
- N/A
3. Log change request
When the user adds a change or deferral request this is registered in the event history of the FLOC or Equipment.
4. Notification on completion
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After a change form has been completed (all approvals in), an email notification is sent to the user that initiated the change. Then, after the request was implemented, the creator is also notified by email.
5. Predefining people for the Approval process
A new section was created in the settings called “Change and Deferral”. It contains a setting called “Auto Approval Selection”. This can be used to predefine the responsible people for the change approval process. It is possible to assign approval rights for multiple Locations and multiple Types.
Type of Change and Deferral and Type of Plan Action can be configured via the “Change and Deferral” settings.
For an Approval, the system will now first look for the predefined people for the unit, then for the plant and then for the site. The unit’s predefined people have priority over the site, et cetera.
6. Download of all forms
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From the list with all forms a download to Excel can be created using the button in the toolbar.
7. Descriptor for priority
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An info button has been added to describe the maximum duration of a change for the selected priority.
8. Added Unit to the form
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The unit was added to help identify who the responsible personnel are.
9. Wording changed
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The wording “does the change involve a HEMP Critical item?” was changed to “Does the change involve a SCE/HEMP Critical item?”.
10. New field added to report
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A new field: “Activity type” – PM0 (non-regulated), PM1 (regulated), PM5 (RCM) is now included in the form.
11. New section for consequences of change form
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A new section was added for the consequences of the change form: positive or negative impacts to the reliability / business. The functionality can be enabled or disabled as an application setting.
12. Dashboard
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An approval and Deferral dashboard have been added to list the following:
- New requests this month
- All Open requests per Discipline
- Waiting for Approval
- Waiting for implementation.
13. lookup for People in Shell directory
It is now possible to select People from the Shell address book within the region of the site (Americas, Europe or Asia-Pac).
MEC changes
1. New MEC toolbar
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Added a MEC button to the System Toolbar.
2. Additional filters on MEC
2.1 MEI filter range and number
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To allow filtering for a range of MEI values a filter has been added to the MEC board.
2.2 Range filters for costs
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2 Range filters for Total annual costs with maintenance and Total economic risk without maintenance were added to the MEC board.
2.3 Frequency filter
A filter on frequency has been added to filter the MEC dashboard only for tasks with the selected frequencies.
2.4 New criticality and prioritization filters
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New filters for Criticality & Prioritization were added to the MEC board.
The criticality filter now shows the correct values (E, H, MH, M, L, N).
2.5 Other new filters
Filters for Task types and Implementation System of the task have been added to the MEC filter panel.
3. Log capturing
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An undo button was added to roll back a change captured in the change log.
4. Browse directly to Equipment/Floc in the Change log panel
The change log panel now has a magnifier button to directly navigate to a specific equipment or floc in the selection on your MEC dashboard.
Improvements to Reports and Dashboards
1. “ABC indicator” and “Total Priority”
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A dashboard was added that shows the (mis)match of a “ABC indicator” with “Total Priority”. A similar pivot was added between “HEMP” and “Total Priority”.
2. Filter capabilities
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Added filtering capability on the Priority dashboard by Object type, SAP Plant section and Status (active/inactive).
3. “% RCM analyzed” KPI updated
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The “% RCM analysed” KPI was updated: all Floc or Equipment with a failure mode assigned are now counted as analysed.
4. New Global dashboard for RCM
A new Global dashboard has been added showing the following KPI’s:
- % of equipment with risk-based assessment RCM completed (RCM Scoped equipment only)
- % Critical Equipment Identified
- % Critical Equipment with Completed Studies
- MEC Living Program/CI Changes Monthly
A filter for Equipment types is available.
5. Titles and labels on Dashboard graphs
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Dashboard graphs were updated to show proper titles and labels.
Various usability enhancements
1. FLOC and Equipment search
Functionality was added to search / filter for FLOCs and Equipment in the system tab by entering the Equipment or Floc name in the search box.
2. Apply library templates in bulk
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A multi select option has been added to the system screen to apply a template to a selection of Floc’s or Equipment within a Functional Failure.
3. Overwriting analysis data
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Previously, when Failure Modes were selected from a Template any existing Analyses were overwritten. Now, when the user applies a Template and there are already failure modes assigned, the user is asked if he wants to replace the existing analysis data.
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4. Additional indications on Equipment tab sheet
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“Priority Total”, “HEMP”, “RCM”, “RBI”, “SIF” and “ABC Indicator” were added to the Equipment list and detail page. The fields can be displayed or hidden using the grid settings configuration button in the toolbar .
5. Wildcard search capability
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Wildcard search capability for all searches / screens were added. Wildcard search uses the percentage character (%).
6. RWC (Task – work center)
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"RWC" (Task - work center) was added to settings under ""RCM Specific Data”.
7. Export / Import Functionality
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It is now possible to update both the Task Type and Implementation System in the RCM Analysis Import. Both fields have also been added to the Export.
8. Permission Level for Narratives only
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For users that can only update existing ECH records by adding narratives and attachments a new Permission level was created.
9. Task list configurable
The default order of columns in the task list has been changed to show the description as one of the first columns. A settings option has been added to configure the list.
10. Deleting tasks
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Multiselect has been added to the task list to be able to delete multiple tasks at same time.
11. Partial paste and copy
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A dropdown for partial paste was added. This saves the user from clicking through several screens selecting each section one by one. The dropdown shows all sections, so the partial copy action can be applied to a selection of analysis for a specific section.
12. User manual split up per screen
The user manual has been updated and split up in multiple documents added to the applicable screen in the application. This to avoid having to go through the full manual for a specific item related to the active screen.
13. FM - Equipment type assignment
When assigning a failure mode to an Equipment or Floc and the failure mode is not visible in the list of Failure Modes for the Equipment Type, there is an option to show all Failure modes. When the user selects a failure mode that is not assigned to that equipment it is automatically assigned.
Visual Changes
1. Attachments in ECH
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The Condition History list shows the number of attachments that have been added to an ECH.
2. Scoping bar – visual indication of selections
Previously the scoping bar did not give an indication when units or plants were selected. The scoping bar has now been improved to give a visual indication of the selection to make the user aware of a filtered scope.
3. Equipment and Floc assignment in System
Some usability improvements in the System details screen have been implemented. A Search option has been added in the Functional Failure section. A multiple select option has been added to be able to add failure modes in bulk. The line height has been decreased to only show 1 line instead of 3. This reduces the length of the list of analyses.
4. Remove non-RCM Failure Mode groups
Previously, when adding a new Failure Mode (FM), not only RCM FM (AR and NAR) showed, but also other types of FMs (PEI types). These non-RCM FMs are not showing any more.
Resolved issues
MODULE | COUNT |
Analysis | 1 |
Equipment | 3 |
Total | 4 |