--- title: "Starting an RCM Analysis" slug: "starting-an-rcm-analysis" description: "Learn the five guided steps of RCM Analysis to assess failure modes, criticality, and maintenance strategies for effective system management." tags: ["RCM"] updated: 2026-10-27T23:11:57Z published: 2026-10-27T23:11:57Z canonical: "ims-handbook.cenosco.com/starting-an-rcm-analysis" --- > ## Documentation Index > Fetch the complete documentation index at: https://ims-handbook.cenosco.com/llms.txt > Use this file to discover all available pages before exploring further. # Starting an RCM Analysis This article describes how to begin an RCM analysis, setting out the five guided steps that form the foundation. After you build your [asset structure in](/v414/docs/rcm-systems-creating-importing) IMS, [prioritize your FLOCs or Equipment](/v414/docs/rcm-systems-select-equipment-and-prioritization), and [assign Failure Modes](/v414/docs/rcm-systems-failure-modes), you have completed [RCM Questions 1, 2, and 3](/v414/docs/rcm-basics). The RCM Analysis addresses RCM Questions 4 through 7. Typically, an RCM Analysis is performed when a Failure Mode can cause a Functional Failure of a System. ## RCM Questions Addressed During the Analysis The [Functions and Functional Failures](/v414/docs/rcm-systems-functions-and-functional-failures) section addresses the first three [RCM questions](/v414/docs/rcm-basics). The RCM Analysis addresses the remaining four questions: 1. **What happens when each failure occurs?** This is documented as the Failure Effect (failure scenario). 1. **In what way does each failure matter?** This is evaluated through the Criticality Assessment of the Failure Mode in the no-maintenance scenario. 1. **What can be done to predict or prevent each failure?** This includes selecting a maintenance strategy, defining maintenance tasks, evaluating economics (MEI), and assessing risk reduction (and residual risk). 1. **What should be done if a suitable proactive task cannot be found?** If residual risk remains unacceptable, additional actions may be required. ## Guided Steps in an RCM Analysis Each RCM Analysis consists of the following guided steps: 1. Failure Effects 2. Criticality Assessment 3. Strategy Decision Tree 4. Maintenance Tasks 5. MEI Calculations For additional information about the guided workflow, watch the [RCM Analysis Guided Steps instructional video](/v414/docs/rcm-tutorial-videos#rcm-analysis-guided-steps-episode-7). ## Opening an RCM Analysis You can access an RCM Analysis from several locations in IMS. ### From the Equipment Main Screen 1. Open the Equipment Main Screen (Overview Grid). 2. Use the search, filter, or scoping options to locate the required Equipment. 3. Click the Equipment. ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/image-0ZML3DOJ.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A05%3A09Z&se=2026-10-28T16%3A05%3A09Z&sr=c&sp=r&sig=8WDYqkxvblErrySYotPi30u86RMcpMhXJXW9iILUX4o%3D) 1. Scroll to the **RCM Analysis** section. 2. Select an existing Failure Mode, or click the *Plus* button to create a new analysis. The RCM Analysis opens for the selected Failure Mode. This screen shows the 5 guided steps involved in completing the RCM Analysis for this Failure Mode: Failure effects, Criticality Assessment, Strategy Decision Tree, Maintenance task, and MEI calculation. > [!WARNING] > Caution > > An RCM Analysis can be performed either at the FLOC level or at the Equipment level. > > Perform the analysis on only one of these objects. Do not create analyses for the same Failure Mode on both the FLOC and Equipment levels. ### From the FLOC Main Screen 1. Open the FLOC Main Screen (Overview Grid). 2. Click the required FLOC. 3. Scroll to the **RCM Analysis** section. 4. Select an existing Failure Mode, or click the *Plus* button to create a new analysis. The RCM Analysis opens for the selected Failure Mode. This screen shows the 5 guided steps involved in completing the RCM Analysis for this Failure Mode: Failure effects, Criticality Assessment, Strategy Decision Tree, Maintenance task, and MEI calculation. ### From the System Main Screen 1. Open the System Main Screen (Overview Grid). 2. Select the required System. 3. Scroll to the **Functions and Functional Failures** section. 4. Select the Failure Mode for the required **Tag**. ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/image-SCS64036.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A05%3A09Z&se=2026-10-28T16%3A05%3A09Z&sr=c&sp=r&sig=8WDYqkxvblErrySYotPi30u86RMcpMhXJXW9iILUX4o%3D) The RCM Analysis opens for the selected Failure Mode. This screen shows the 5 guided steps involved in completing the RCM Analysis for this Failure Mode: Failure effects, Criticality Assessment, Strategy Decision Tree, Maintenance task, and MEI calculation. ### From the Analysis Main Screen 1. Open the Analysis Main Screen. 2. Click **Collapse** to expand the analysis grid, if necessary. 3. Click the required Failure Mode for the required **Tag**. ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/analysis_screen.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A05%3A09Z&se=2026-10-28T16%3A05%3A09Z&sr=c&sp=r&sig=8WDYqkxvblErrySYotPi30u86RMcpMhXJXW9iILUX4o%3D) The RCM Analysis opens for the selected Failure Mode. This screen shows the 5 guided steps involved in completing the RCM Analysis for this Failure Mode: Failure effects, Criticality Assessment, Strategy Decision Tree, Maintenance task, and MEI calculation. ## Configure the Guided Step Layout You can display the guided steps in one of the following layouts: - **Tabs** – steps are displayed from left to right. - **Top to Bottom** – all steps are displayed on a single page. The **Tabs** layout is the recommended option. To change the layout: 1. Open **My Account**. 2. Click **Edit**. 3. Scroll to **Other Settings**. 4. In **Step-by-step Assessment Orientation**, select the preferred layout. 5. Click **Save**. ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/image-LW3J5R48.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A05%3A09Z&se=2026-10-28T16%3A05%3A09Z&sr=c&sp=r&sig=8WDYqkxvblErrySYotPi30u86RMcpMhXJXW9iILUX4o%3D) > [!NOTE] > Note > > You need to log out for the change to take effect. The next articles describe each guided step in detail, beginning with [**Failure Effects (Step 1)**](/v414/docs/rcm-analysis-failure-effects). ## Reliability Centered Maintenance Integrity Management System Maintenance Efficiency Index