Training Guide

Version 5

RCM++ 5 Training Guide Part Identification: RRC5S-TG-01 ReliaSoft Corporation Worldwide Headquarters 1450 South Eastside Loop Tucson, Arizona 85710-6703, USA Sales and Information: 1.888.886.0410 ReliaSoft@ReliaSoft.com http://www.ReliaSoft.com © 2005-2010 ReliaSoft Corporation, ALL RIGHTS RESERVED. Notice of Rights No part of this document may be reproduced or transmitted, in any form or by any means, for any purpose, without the express written permission of ReliaSoft Corporation, Tucson, AZ, USA. Disclaimer Information in this document is subject to change without notice and does not represent a commitment on the part of ReliaSoft Corporation. Companies, names and data used herein are fictitious unless otherwise noted. Use of the software and this document are subject to the terms and conditions set forth in the accompanying License Agreement. This software and documentation were developed at private expense; no portion was developed with government funds. Trademarks ReliaSoft, RCM++, Xfmea, Weibull++, ALTA, BlockSim and MPC 3 are trademarks of ReliaSoft Corporation. Product names and services identified in this document are trademarks of their respective trademark holders, and are used for illustration purposes. Their use in no way conveys endorsement or other affiliation with ReliaSoft Corporation. 10 9 8 7 6 5 4 3 2 1

RCM++ Training Guide
1.1 About this Training Guide

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This training guide is intended to provide you with many examples to demonstrate the use of RCM++. It begins with step-by-step examples and then proceeds into more advanced examples. Some of the examples in this training guide require you to access files that have been shipped with the RCM++ application. These files are located in the Training and Examples folders in your application directory (e.g. C:\Program Files\ReliaSoft\RCM5\Training or C:\Program Files\ReliaSoft\RCM5\Examples). The Examples folder is also accessible by clicking the Open Examples Folder link in the Get Started window or by choosing Help > Open Examples Folder.

1.2 RCM++ Documentation
Like all of ReliaSoft's standard software products, RCM++ is shipped with detailed printed documentation on the product (RCM++ User's Guide). This training guide is intended to be a supplement to that reference.

1.3 Minimum System Requirements
RCM++ is compiled and designed for Microsoft Windows XP, Vista and Windows 7 and takes advantage of the features available in these platforms. Minimum system requirements:
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Windows XP (service pack 2 or higher), Vista and Windows 7. Microsoft Office 2000 or higher (Excel and Word) for automated report generation. Intel Celeron or Pentium class or AMD processor with 256MB RAM (512MB or more is recommended), SVGA display and at least 290MB of hard disk space. Internet Explorer 6 or higher. A free download is available from Microsoft at http://www.microsoft.com/windows/internet-explorer/. Microsoft SQL Server 2005 or 2008 to use the Enterprise database capabilities. Network access to the database server (if connecting to a SQL Server database).

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Please note that if you have set your computer to use large fonts, you will need to set your screen display to 1024x768 in order for all windows to display correctly.

RCM++ 5 Training Guide

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1 RCM++ Training Guide

1.4 Contacting ReliaSoft
ReliaSoft can be reached at: ReliaSoft Corporation Worldwide Headquarters 1450 South Eastside Loop Tucson, AZ 85710-6703 USA Phone: +1.520.886.0366 Fax: +1.520.886.0399 E-mail: Support@ReliaSoft.com For up-to-date product information, visit our Web site at: http://RCM.ReliaSoft.com For assistance, you may contact our Worldwide Headquarters in Tucson, Arizona or go to http://Directory.ReliaSoft.com to locate the regional office nearest you.

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Features Summary

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The examples in this training guide have been designed to introduce you to the features available in RCM++. This section presents a brief summary of these features. If you are already familiar with RCM++’s capabilities, you can proceed to Chapter 3, First Steps. ReliaSoft’s RCM++ 5 facilitates analysis, data management and reporting for Reliability Centered Maintenance (RCM) analysis. The software provides predefined settings to fit the major industry standards for RCM (such as ATA MSG-3, SAE JA1011, and SAE JA1012) and provides extensive customization options to fit your particular analysis and reporting needs. RCM++ also offers full-featured capabilities for Failure Modes and Effects Analysis (FMEA), Failure Modes, Effects and Criticality Analysis (FMECA) and related analyses such as Design Verification Plans and Reports (DVP&Rs), Process Control Plans (PCPs) and Design Reviews Based on Failure Mode (DRBFMs). This database-driven software tool includes numerous features to a) facilitate data entry/management, b) help you find and use relevant data from existing analyses and c) present analysis information in a variety of ways that effectively support decision-making. This chapter provides a brief overview of RCM++ 5’s main features and also provides a summary of the new features and capabilities that have been added in Version 5.
NOTE: The RCM++ software combines RCM capabilities and FMEA capabilities together in the same software
interface. Although there are many similarities between the two analysis methodologies, there are some basic differences in the terminology and conventions that affect the software interface. As you begin using the software, it may be helpful to note that: Regardless of whether you are performing an RCM analysis or an FMEA, all of the information related to the functions and failure modes will be displayed in the FMEA tab of the Analysis panel and you will use the commands in the FMEA menu to manage this information. In other words, the term “FMEA” is often used within the software interface in place of “functional failure analysis.” Although the property names within the software are fully configurable to fit the specific analysis terminology used by your organization, the menu commands, icons and window names are not. When a name is not configurable, the term “Failure” is used to refer to the second level in the analysis hierarchy and the term “Cause” is used to refer to the fourth level. If you are performing an RCM analysis, you might refer to these levels as the “Functional Failure” and “Failure Mode.” If you are performing an FMEA analysis, you might refer to these levels as the “Failure Mode” and “Cause.”

2.1 Centralized Data Storage and Access by Multiple Users
RCM++ has been designed to provide centralized data storage and allow multiple users to work cooperatively on analysis projects. This provides a powerful opportunity to build and maintain a keyword searchable “knowledge base” of reliability information that can be accessible throughout the organization. You can define configurable settings for the entire organization so that all system users follow consistent analysis and reporting formats. You also have the option to limit access to specific information based on permission levels defined for each user account.

RCM++ 5 Training Guide

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2 Features Summary

RCM++ 5 offers the choice to store analysis data in a Standard database (Microsoft Access®) or Enterprise database (Microsoft SQL Server® or Oracle®). If you have purchased an RCM++ Enterprise license, you will be able to work with either type of database. If you have purchased an RCM++ Standard license, you will be able to work with Standard databases only and the options to create, open or import from an Enterprise database will not be displayed in the software interface. Standard databases are easy to create and maintain without any special IT infrastructure or support but there are limitations to the amount of data they can store and the number of users that can access the database simultaneously. An Enterprise database requires implementation and support of Microsoft SQL Server, Microsoft SQL Server Express or Oracle but it is a more robust platform that can store much more analysis information in the same database and supports access by many more simultaneous users. Although most of the features in RCM++ are available for any type of database, some functionality is available only for Enterprise databases or Standard databases with login security enabled. This includes the ability to manage user accounts with permissions based on access level and/or group.
TIP: Working with a database-driven, multi-user application such as RCM++ may be a bit different from working with other types of software that you may be familiar with (such as Microsoft Excel® or ReliaSoft's Weibull++). For example, changes are saved automatically while you are updating the analysis (i.e. whenever you click OK or navigate away from a cell in a table or worksheet). In addition, you must be diligent about storing backups and performing adequate database maintenance to guard against data loss or corruption. Specific recommendations are provided in the RCM++ User’s Guide.

2.2 Extensive Customization Options
RCM++ provides predefined profiles for all major reporting standards, which makes it easy to configure the analysis workspace to fit the standard. In addition, the software offers flexible capabilities to customize any of the sample profiles or create your own profile(s) to meet the specific needs of your organization. Some of the configuration options include the ability to:
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Define the data fields you want to capture and display. Set the classifications, categories and other drop-down lists throughout the software. Define the logic that will be used for RCM equipment selection, failure effect categorization and maintenance task selection. Determine the rating scales and other criteria that will be used for risk assessment.

2.3 Flexible Tools to Facilitate Data Entry and Management
RCM++’s unparalleled capabilities for finding and using data from existing analyses, templates or phrase libraries can help to speed up and improve the quality of your analyses. These flexible options to utilize existing data can save time on data entry and help to ensure consistency among analyses. They also provide a powerful brainstorming tool. Some of RCM++’s most useful features for data entry and management include:

Cut/Copy/Paste or Drag and Drop: RCM++ makes it easy to copy or move data within and between analyses. Import/Export via Excel: You can define your own custom templates for importing and exporting data via Microsoft Excel files. Import from Database or Template: You can browse for data from an existing analysis or predefined template and then automatically import selected records.

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from selecting the equipment to creating the final maintenance plan. FMEA and/or related analyses at any level within the system configuration (e. You also have the option to save or copy these diagrams as metafile graphics (*. ground rules and assumptions. PowerPoint®. part number.g. The software provides a high-level overview of all pending analysis projects and also makes it easy to generate a report for each individual project plan.5 Analysis Plans The analysis plan utility allows you to keep track of team members. etc.6 Functional Block Diagram (Boundary Diagram) A functional block diagram (or boundary diagram) can help to define the scope of a particular analysis project and also may provide information about interactions. For example.g. the utility can provide a list of failure modes that contain the word “fatigue. subsystem or component).wmf) that can be pasted into other document files.g. system. You can fully define the properties for each item (e. Bill of Materials) or use built-in features to build the configuration “from scratch” within the software.” Find and Replace: The flexible Find and Replace utility provides a quick and easy way to find and/or update specific text. etc. 2. RCM++ 5 Training Guide 5 . or it can be a combination of both. such as Microsoft Word®.7 Flexible Capabilities for RCM Analysis RCM++ provides flexible support for each aspect of your RCM analysis project. 2. RCM++ supports two configurable methods for selecting the equipment that will be analyzed with RCM techniques. expected operating environment. multi-level system configurations with a nearly unlimited number of levels and a nearly unlimited number of items within each level. scheduled work sessions and other details that will help you to plan and manage your analysis projects. 2. estimated completion dates. The analysis can be performed using either the questions or the ratings. You can build each diagram “from scratch” or with blocks transferred from the system configuration.) and perform RCM. procedure instructions. Links and Attachments: The ability to link or attach independent files to any record in your analysis makes it easy to keep related information (such as flowcharts. For example. RCM++ provides easy access to a list of existing descriptions from specified data sources. numbers or selections from drop-down lists. design drawings.    2.4 Support for Large Multi-Level System Configurations RCM++’s flexible System Hierarchy panel allows you to manage large.2. inputs and outputs that will be useful to the analysis team when they attempt to identify potential failure modes.” Select Existing: For any text field within the software.) together with the rest of the analysis. reliability analysis files. The first option allows you to answer a series of yes/no questions and the second option allows you to assign ratings for a variety of different factors and then calculate an overall criticality value for each item. You have the option to import system configuration data from an outside file (e. supplier. RCM++ provides a utility that allows you to build these diagrams and store them together with your RCM analyses and FMEAs.  Equipment Selection: In order to focus resources where they can provide the greatest benefit. etc.4 Support for Large Multi-Level System Configurations  Add Existing: You can use up to three search terms to query for data from existing analyses or predefined templates and then automatically import selected records. Each list can be sorted automatically and/or filtered to match specific search criteria. the utility can provide a list of failure modes that have been associated with a functional failure that contains the word “leak. dates.

SOD (Severity.g. use RCM for some equipment and FMEA for other equipment) or integrated with any RCM analysis (e. In addition.g. the My Portal window. For example. The worksheet view. categories and task types to fit your own specific analysis procedures. It is easy to switch back and forth between the views so you can choose the display that is best suited for each specific task. This includes the ability to send notification e-mails to the person who is responsible for completing an action and others who may need to stay informed about the progress. you may wish to see all task records sorted by type. You can use the Weibull. such as Microsoft Excel. This view allows you to generate these lists on-the-fly as you work on the analysis. Tracking the Completion of Recommended Actions: One of the most costly mistakes among FMEA practitioners is the failure to properly follow up and track the completion of recommended actions. RCM++ provides multiple features that will help to ensure that your organization implements the actions identified during the FMEA project so that you can achieve the benefits that come from improving the design and reducing the risk. RCM++ is shipped with an extensive array of predefined rating scales for Severity. assigned interval.   . also displays a list of actions that may be of interest to the user and makes it easy to open and edit these records with a simple double-click. Criticality Analysis: RCM++ provides full support for Quantitative Criticality Analysis or Qualitative Criticality Analysis patterned after MIL-STD-1629A.8 Support for FMEA and Related Analyses RCM++ also provides a complete set of features for FMEA and related analyses. tends to be good for viewing a lot of information in a small amount of space. the flexible Priority Highlights feature can be configured to categorize issues based on criteria established by your organization and then highlight issues based on this prioritization.    Failure Effect Categorization and Maintenance Task Selection: RCM++ supports the failure effect categorization (FEC) and maintenance task selection logic charts in the major industry RCM standards and also provides the ability to customize the questions. allows you to type directly into the worksheet cells and tab through the analysis as you would in a spreadsheet application.  Risk Priority Numbers (RPNs): RCM++ automatically calculates RPNs and also supports related metrics.  The hierarchy view. including SxO (Severity x Occurrence). Occurrence and Detection and also allows you to create and manage your own rating scales. Detection). Occurrence. It can be especially useful when copying and pasting data or when scanning the analysis to find a particular section. which follows the traditional tabular reporting format that most RCM and FMEA practitioners are familiar with. exponential. incorporate the RPN method as an additional tool for evaluating risk). Functional Failure Analysis: The Analysis panel offers three complementary views of the information in your functional failure analyses. normal. which is personalized for each individual user. which can be used independently (e.   2. Maintenance Task Packaging: RCM++ makes it easy to group individual tasks into packages based on factors such as assigned interval or labor crew. RCM++ goes beyond calculations based on MTBFs and the often-inappropriate assumption of an exponential failure distribution. lognormal or mixed Weibull distributions to describe the equipment's failure behavior and then use the same powerful calculation and simulation engines that are available in ReliaSoft's BlockSim software to estimate the optimum maintenance interval and to compare the operational costs of various maintenance strategies. In addition. duration or cost. which displays the analysis records in a hierarchical tree. Both manual and automated packaging options are available. Detection) and SD (Severity. The filtered view presents a sortable list of all records of a particular type. Calculations Based on Cost and Availability: When it comes to selecting the maintenance interval or comparing maintenance strategies based on cost and availability.

the software records a history of the specific changes that were made in each tracked revision to the analysis since the log was activated. FMEAs and related analyses. the causes of failure that have been identified for your design can be transferred as failure modes to consider when analyzing the manufacturing process. Design Review Based on Failure Mode (DRBFM): The DRBFM tab in the Analysis panel provides a configurable worksheet for Design Reviews Based on Failure Mode (DRBFMs). For example. the log can record the date/time of the change. RCM++ 5 Training Guide 7 . you may wish to transfer the controls (and perhaps some recommended actions) from the Design FMEA (DFMEA) to be the starting point for the new DVP&R. one for the design engineer to prepare the initial draft of the analysis and one for the entire review team to expand on the initial draft if necessary and identify appropriate corrective actions. Developed within Toyota Motor Corporation. You can create each plan “from scratch” or transfer data from the FMEA that has been defined for the same item. the value after and the reason (or justification) that the user provided at the time of the change. RCM++’s flexible Transfer Projects utility allows you to specify what information will be transferred and how it will be “mapped” to the new analysis. You can create each plan “from scratch” or transfer data from the FMEA that has been defined for the same item. For example. For example. You also have the option to save or copy these diagrams as metafile graphics (*. The software also provides the option to import selected functions from the FMEA that has been defined for the same item and also allows you to transfer selected data from the DRBFM to append to the existing FMEA. visual depiction of the process that is being analyzed and such diagrams can be useful to determine the steps in the process and the critical characteristics that will be analyzed in the Process FMEA (PFMEA). 2. the value before. You can build each diagram “from scratch” or with blocks transferred from the items or functions that you have defined.9 Change Log  Design Verification Plan and Report (DVP&R): The DVP&R tab in the Analysis panel provides a configurable worksheet for design verification plans and reports (DVP&Rs). this utility also can be used to store an electronic record of the users who have reviewed and approved each version of the analysis. Reports and Charts Of course. items or functions) and current controls from the Process FMEA (PFMEA) to be the starting point for the new process control plan. since all of the analysis information is stored in a relational database. RCM++ makes it easy to generate report output in the tabular worksheet format that is commonly used for RCMs. If desired. the user who made the change.2.     2.e. Process Control Plan (PCP): The Control Plan tab in the Analysis panel provides a configurable worksheet for process control plans (PCPs). this methodology uses a modified version of the FMEA worksheet to evaluate proposed changes to an existing design. RCM++ provides a utility that allows you to build these diagrams and store them together with your FMEAs. However. Transfer Design FMEA to Process FMEA: You can leverage existing knowledge by automatically transferring relevant data from the Design FMEA (DFMEA) to provide the starting point for a new Process FMEA (PFMEA). Process Flow Diagram (PFD): A process flow diagram (PFD) provides a logical. the property that was changed. you may wish to transfer the process steps (i. RCM++ is able to go beyond these basic worksheets to provide a complete range of options for presenting the data in ways that will effectively communicate results and facilitate decisionmaking.10 Queries.9 Change Log When an authorized user activates the change log for a particular RCM analysis or FMEA. Depending on your selections. RCM++’s DRBFM worksheet provides two views of the analysis.wmf) that can be pasted into other document files.

C:\Program Files\ReliaSoft\RCM5\Training). Query results can be exported directly to Microsoft Excel and you can also integrate saved queries into the documents that you create via the Reports window.gif or *. Appendix B in the RCM++ User’s Guide provides a list of the most significant changes with tips for how to find specific capabilities under their new names or locations in the new interface. If you are familiar with previous versions of the RCM++ interface. Some of the major additions and enhancements in Version 5 include:  Ability to Access Both Standard and Enterprise Databases: With the release of Version 5. this utility functions as another flexible custom reporting tool. Additional example files that are used when working through the examples in the RCM++ 5 Training Guide are located in the Training folder in your application directory (e. You can use this flexible tool to build a complete report document that will be generated in Microsoft Word or Excel. 2.g. allows you to export incident data to a file that can be imported by RCM++. or a combination of both. analysis and corrective action system (FRACAS) can provide valuable input to your FMEAs by identifying failure modes and allowing you to estimate the frequency with which a problem occurs in the field.png) that can be pasted into other document files. These charts can be saved or copied as graphic files (*.   2. These Standard database files (*.com . *.g. reliability and failure mode data to ReliaSoft's BlockSim for more detailed system analysis using either reliability block diagrams (RBDs) or fault trees.12 Sample Databases Shipped with RCM++ In order to help you become familiar with the features offered by RCM++. The Plot Viewer provides an array of flexible options for you to create attractive graphical charts based on analysis data. ReliaSoft's Web-based FRACAS system. you now have the option to work with a Standard database (Microsoft Access) or an Enterprise database (Microsoft SQL Server or Oracle). 2.ReliaSoft.13 What’s New in Version 5? With the release of Version 5.rx5) are located in the Examples folder in your application directory (e. Since you also have the option to specify which data fields will be included in the tabular results and the order of the columns. If you have purchased an RCM++ Enterprise license. the ability to store analysis data in a more robust Enterprise database is now available for RCM++. Likewise.2 Features Summary The Reports window provides a set of predefined report forms and also allows you to build and manage your own report templates.wmf. XFRACAS. You also can export system configuration. which allows you to obtain reliability distribution and parameter information from an existing data file. 8 http://RCM.jpg. *. This section describes the most significant enhancements. you can import/export system configuration and FMEA/functional failure analysis data between RCM++ and XFRACAS.11 Integration with Other ReliaSoft Software RCM++ facilitates communication with other ReliaSoft software products whenever integration might be useful.  RCM++’s Item Reliability and Cause Probability features are integrated with ReliaSoft's Weibull++ and ALTA software packages. The Query Utility allows you to search the project or database for the records that meet your specific search criteria. C:\Program Files\ReliaSoft\RCM5\Examples). the software is shipped with a variety of sample files. RCM++ offers a completely updated user interface that has many new and enhanced features. The data from your failure reporting.

More Configuration Options for Analysis Worksheets: The Interface Style functionality that you can use to define the configurable settings for each analysis project is now easier to manage and provides:   More user-defined fields. Alternatively. RPN. SD. Add Risk Ranking Logic to Priority Highlights Feature: RCM++ 5 now provides the option to define your own configurable risk ranking logic for the Priority Highlights feature. controls and tasks. etc. SxO. you also have the ability to find/replace options in configurable drop-down lists. Control and Task Descriptions Displayed in the FMEA Hierarchy: The hierarchical tree view of the FMEA/functional failure analysis information now displays all of the record descriptions. you might choose to mark an issue as “Acceptable Risk” under certain conditions    RCM++ 5 Training Guide 9 .). including item properties.     Action. etc. the new utilities offer greater flexibility to customize the output to meet your particular needs. Improved Spell Checker: The new and improved spell checker functionality now highlights spelling mistakes while you are typing. including actions. For example. Paste Special: The new Paste Special command provides additional flexibility when you copy and paste records from an existing analysis. In addition to a more intuitive user interface. While the options will vary depending on the data that you have copied.g. This can be used in situations where the cause record represents the failure of a component that has a different duty cycle than the assembly/system that is being analyzed. paste a function with or without the associated failures. DVP&R. More options to define the risk assessment metrics that will be calculated and displayed in the software (e. analysis plan. Some of the most noticeable improvements include:  Analysis Panel: In addition to displaying the FMEA/functional failure analysis associated with the currently selected item. now you can configure the project to mark an issue as “High Priority” if the RPN is => XXX and the Severity rating is => Y. risk discovery. this can include the ability to paste an item with or without the associated functions. The ability to define the order of the columns that will be displayed in the analysis worksheet and store this information with each analysis project so that it is the same for all users.13 What’s New in Version 5?  Redesigned Project Window: The Project window has been completely redesigned and updated for Version 5 and the new interface provides many enhancements that will make data entry and management easier than ever. The ability to define a tooltip for any analysis field and store this information with each analysis project so that it is the same for all users. control plan and/or DRBFM. Improved Functionality for Find and Replace: In addition to text fields. When you select a specific project and property. numbers and your own custom drop-down lists. including the ability to create fields for dates.2. Increased Flexibility for Importing Data from Excel: The new Import Templates feature allows you to create and manage your own custom template(s) for importing and exporting data via Excel so that you no longer have to modify your data files to fit one of the predefined import templates shipped with the software.      Maintenance Cost Calculations: Added the flexibility to define an operating time and/or downtime rate at the cause level that is different from what has been defined at the item level. Drag and Drop: The new drag and drop functionality makes it easier than ever to move records within the analysis. the Find and Replace tool now works for number and date fields as well. SOD. the panel on the right side of the Project window now displays tabs for any other analysis information that has been defined for the item. Increased Flexibility for Queries and Report Generation: The Query and Report Generation utilities have been completely redesigned in Version 5.

This flexible new tool is available for importing items or any of the records in the FMEA hierarchy (i.) you now have the option to automatically send the data to Microsoft Excel. functions. your database administrator will be able to use the tools built into Microsoft SQL Server or Oracle to perform necessary database maintenance and store sufficient backups of the analysis data. System Hierarchy. etc.). you now have the option to use any of the lifetime distributions that are supported in ReliaSoft’s Weibull++ and BlockSim software. With the release of Version 5. this now includes the ability to specify a directory where automatically generated backups will be stored and to specify the number of recent backups that should be maintained at any given time. logistic. With the new utility.com . mixed Weibull. You can then select records that meet the specified criteria and import them into the current analysis automatically.e. FMEA Hierarchy. etc. Linked Records: The ability to link records.ReliaSoft. Managing Backups for Standard Databases: For Enterprise databases.2 Features Summary and “Must Address” under others. allows you to use the same record properties in multiple locations within a project. this capability is now available for control records and the interface has been enhanced to make it easier to manage the linked records. normal. you can configure both the priority levels and the logic used to assign particular issues to each level. Additional Lifetime Distributions Available to Define Item Reliability: When you are describing item reliability characteristics or cause probabilities.  Import Existing Utility: With the new Import Existing utility. gamma. For Standard databases. Item Properties. you can use up to three search terms to query for data from existing analyses or predefined templates.g. exponential. generalized gamma. lognormal. loglogistic and Gumbel models. In Version 5. failure modes. you can use the tools on the Standard Databases page of the User Setup to perform necessary tasks. which was introduced in Version 4 for actions and tasks. This includes the Weibull. Send Current View to Excel: For any of the worksheets or hierarchical tree views in the Project window (e.     10 http://RCM.

First Steps 3 In addition to providing information on starting RCM++ and a brief overview of the software's main interface. The MDI remains open until you close the program and closing the MDI terminates the program. 3. depending on the windows that are currently open. analysis and reporting features of the software using a predefined analysis based on sample data. The next figure displays the MDI and its components so that you can familiarize yourself with the options available within the MDI. 3.2 Multiple Document Interface RCM++’s Multiple Document Interface (MDI) is the workspace within which you can create.1 Starting RCM++ To start RCM++. RCM++ 5 Training Guide 11 . Working through this example will help you to become familiar with the software quickly and easily. You can open one database at a time in the MDI and as many projects from that database as necessary. choose Start > All Programs > ReliaSoft Office > RCM++ 5. this section allows you to experiment with the data management. edit and manage your FMEA and related analyses. Your screen may look slightly different from the one shown next.

You can configure the Project window to suit your workflow:  Click the Hide System Hierarchy icon to display only the Analysis panel.” 3. the term “FMEA” is often used within the software interface in place of “functional failure analysis. For this example. 3.5 First Steps Example 1 This example allows you to experiment with the data management. 3.3 Getting Help in the RCM++ Environment ReliaSoft's RCM++ includes complete online help documentation.” If you are performing an FMEA analysis. the System Hierarchy panel displays the system hierarchy. In other words. you might refer to these levels as the “Functional Failure” and “Failure Mode. when a name is not configurable. the System Hierarchy panel is on the left and the Analysis panel is on the right.4 A Note About RCM Terminology The RCM++ software combines RCM capabilities and FMEA capabilities together in the same software interface. Clicking the icon again returns you to the default orientation. icons and window names are the same for all projects. analysis and reporting features of the software. 12 http://RCM. Within the Project window. you might refer to these levels as the “Failure Mode” and “Cause. This help can be obtained at any time by pressing F1 or by choosing Help > RCM++ Help. all of the information related to the functions and failure modes will be displayed in the FMEA tab of the Analysis panel and you will use the commands in the FMEA menu to manage this information.” In addition. which contains sample data related to imaginary products.ReliaSoft. the term “Failure” is used to refer to the second level in the analysis hierarchy and the term “Cause” is used to refer to the fourth level. the menu commands. Therefore. which includes all items that have been defined in the project. You can click this icon to move the System Hierarchy panel to the top and the Analysis panel to the bottom.com .  Click the Split Screen icon to return to the two-panel view.  Click the Change Orientation icon to change the orientation of the panels in the Project window.3 First Steps The Project Explorer panel displays the projects that exist in the current database and provides the tools you need to manage these projects. regardless of whether you are performing an RCM analysis or an FMEA. In the default view. The Analysis panel displays the analyses associated with the item that is currently selected in the System Hierarchy panel. If you are performing an RCM analysis. Sample data sets are not intended to be realistic. you will work with a sample database that has been prepared by ReliaSoft.  Click the Hide Analysis Panel icon to display only the System Hierarchy panel. Although the property names within the software are fully configurable to fit the specific analysis terminology used by your organization.

  For this example. In the Open Database window. NOTE: Standard databases are Microsoft Access® databases. C:\Program Files\ReliaSoft\RCM5\Training). Subsequent examples in this guide will take you through the steps of adding records and defining analysis properties. If you have purchased an RCM++ Standard license.g. 3. The following picture shows the appearance of the Get Started window for a user with an RCM++ Enterprise license. create a new Enterprise database or connect to an existing Enterprise database.rx5 from the Training folder in your application directory (e. select the file called FirstSteps. open or import from an Enterprise database will not be displayed in the software interface.3.1 Open an Existing Database When you launch RCM++. you will be able to work with either type of database. Microsoft SQL Server Express or Oracle but the more robust platform can store much more analysis information in the same database and support access by many more simultaneous users. This window provides a quick way to create a new Standard database. These require implementation and support of Microsoft SQL Server. These are easy to create and maintain without any special IT infrastructure or support but there are limitations to the amount of data they can store and the number of users that can access the database simultaneously. Enterprise databases are Microsoft SQL Server® or Oracle® databases. open an existing Standard database.  RCM++ 5 Training Guide 13 . click Open Standard Database to open an existing Standard database.5. you will be able to work with Standard databases only and the options to create.5 First Steps Example 1 Note that this first example is meant to give you a quick overview of the software. At this time. Click Open to continue. If you have purchased an RCM++ Enterprise license. we assume that you have started the application. the Get Started window will be displayed.

etc. The way these windows are displayed depends on your selection on the Window menu. By default. each Project window is treated as a separate window within the MDI.   Click OK to close the Project Properties window. 14 http://RCM. A profile is a predefined set of project properties.). As can be seen in the Select Profile from Library field at the lower left corner of the window. Notice that the project name.2 Open a Project RCM++ projects give you the flexibility to manage your analyses to fit the particular needs of your organization. From the Project Explorer.  Select the First Steps project in the Project Explorer and choose Project > Project Properties to open the Project Properties window. If this command is not selected. The Standard RCM profile enables/ displays a subset of commonly used properties in RCM++.com . When this is the case. These properties are fully customizable and can be set automatically based on predefined profiles and libraries.1 You can have more than one Project window open at a time. rating scales. which includes selections for interface styles.3 First Steps 3. Every analysis within a given project will have the same characteristics. you can open the First Steps project by double-clicking it or by choosing Project > Open Project. Units. etc. You can have one or many projects in the same database. including the fields that are enabled/disabled in the interface and reports. 1.ReliaSoft. as shown next. appears in the tab or in the title bar at the top of the Project window. First Steps. tabs are not used in order to conserve space. the rating scales that are available for risk assessment and the menu options that are available for codified information (such as Task Status. The Project window will appear. the First Steps project is based on the Standard RCM profile. the Project window(s) will be maximized and each open Project window will be accessible via a tab just below the MDI toolbar area. Use Tabs is selected.5. The Project window is the main window that you will use to perform your analyses. For the images in this guide.

analysis plan. The properties for the item will be displayed in the Item Properties tab in the Analysis panel.3 View the Item Properties Each item in the system hierarchy can have a variety of properties defined. You can view and change these properties in the Item Properties tab in the Analysis panel. either because they are populated by the system or because they are based on inputs that you make elsewhere in the software. At minimum.1. DVP&R and/or control plan analyses. including risk discovery. this consists of the item properties. For example.5 First Steps Example 1 The Project window with System A selected is shown next. click the name that appears in the Name column in the System Hierarchy panel. RCM++ supports two configurable methods for selecting the equipment that will be analyzed with Reliability Centered Maintenance (RCM) techniques: selection questions and criticality factors.5.  Click the Risk Discovery tab now to view the risk discovery analysis. FMEA (functional failure analysis).4 Perform Equipment Selection In order to focus resources where they can provide the greatest benefit. 3. which include the item name. In addition.5.1 item has a risk discovery analysis associated with it. these methods are implemented via a risk discovery analysis. RCM++ 5 Training Guide 15 . the Analysis panel displays any analyses associated with the selected item. the date it was last updated and the user who performed the last update. The Analysis panel displays information associated with the item that is currently selected in the System Hierarchy panel. In RCM++. The Subsystem A. The Project window is divided into two sections. You will notice that when the item is selected in the System Hierarchy panel. the Analysis panel contains a risk discovery analysis tab at the top. You can click inside any field with a white background to edit it. Fields with a gray background cannot be edited in the Analysis panel. The System Hierarchy panel displays the system hierarchy. 3.3. along with any other configurable properties that have been enabled for the project. DRBFM. to view the properties for Subsystem A. which includes all items that have been defined in the project.

1 Selection Questions There are two tabs at the bottom of the Risk Discovery tab in the Analysis panel. You will notice that the background of the Risk Discovery column (!) in the System Hierarchy panel turns yellow when you do so.  Click the Questions tab to view the selection questions analysis that has been performed for this example. The first tab is the Questions tab.3 First Steps 3. indicating that the failure of the item could have significant economic impact (and the item should be considered for RCM analysis).  Click the bottom cell in the Response column to change the answer to the last question to Yes.5. You will notice that the “Economic” label changes from green to red.4.ReliaSoft. Select the Mark item for more detailed analysis check box to reflect this.com . 16 http://RCM.

This is indicated by the FMEA icon in the FMEA column in the System Hierarchy panel. In addition. when the item is selected in the System Hierarchy panel. failures.5. the Analysis panel contains an FMEA tab at the top. 3.1 The FMEA Hierarchy The functional failure analysis opens in the hierarchy view.5 View the Functional Failure Analysis The Subsystem A.5. You can see that the assigned ratings within each category are added together to determine the category rating. effects. This view. 3. displays the functions.5.3.5. all editing in this view is done via properties windows. which is displayed at the lower right corner and in the Risk Discovery (!) column in the System Hierarchy panel. causes and tasks defined in your analysis at-a-glance in a hierarchal tree structure.2 Criticality Factors  Click the Ratings tab to view the criticality factors analysis that has been performed for this example. The category ratings are added to determine the overall criticality. Instead.4.5 First Steps Example 1 3.1 item also has a functional failure analysis (FMEA) associated with it. which is the default view of the FMEA. You cannot edit text directly in this view.  Click the FMEA tab now to view the functional failure analysis. For example: RCM++ 5 Training Guide 17 .

18 http://RCM. you can click inside any field with a white background to edit it.  Click OK to close the Function Properties window. either because it is populated by the system. The Function Properties window will appear. To pump water from tank X to tank Y at not less than 800 liters per minute. as shown next. In properties windows. A field with a gray background cannot be edited.ReliaSoft. because it does not apply to the current analysis based on the project properties or because additional information must be entered elsewhere in the software in order for the field to be meaningful and enabled.com .3 First Steps  Double-click the first function record.

you also can add and edit records by using the menus and shortcut menus to open the appropriate properties windows. You must use the mm/dd/yy or mm/dd/yyyy format. the current database.  For cells that contain text. the record is selected but is not currently being edited (i. click the Worksheet tab. simply double-click the cell or click the cell and press ENTER to display a blinking cursor inside the cell. In addition.5.5.  In addition to editing the worksheet cells directly. selected phrase sets and/or the FMEA Accelerator® templates enabled on your computer. which allows you to select existing text from within the current project. to open the Function Properties window. if any.  Cells that contain dates can be populated using a calendar or by entering the date manually. you can type directly within the cell.  To initiate edit mode. Cells that contain information that is chosen from a list. contain drop-down lists that become available in edit mode. right-click the cell that contains the function description and choose Edit Function from the shortcut menu. such as RPN ratings.3.  For example. as shown next. such cells contain the Select Existing icon. When a cell has a blue background.2 The FMEA Worksheet The worksheet view displays the analysis in the traditional tabular format for functional failure analysis reports. Click OK to close the Function Properties window. not in “edit mode”). You can see that the Analysis panel now displays the information in a tabular format similar to typical worksheet reports.  RCM++ 5 Training Guide 19 .  To view the analysis in the worksheet view.5 First Steps Example 1 3. Click the field twice to open a calendar or an additional time to type the date. Select Existing functionality is demonstrated in the first example in the next chapter.e.

by assigned interval. the effect of the first functional failure. you can use the filtered view to filter the information to show only records of a specific type. Sort the task records by their Total Cost per Incident by clicking the corresponding column header.3 First Steps 3. In addition. choose Tasks. along with specific related properties.   Click the Filtered tab at the bottom of the Analysis panel.5.6 Perform Failure Effect Categorization As you can see.” has already been analyzed and categorized as EO . as shown next.1 have already been defined for this data set.5. etc. the functions. The Analysis panel will change to display only the maintenance task records and specific related properties.g. 20 http://RCM.com . Notice that the records are now sorted by their Total Cost per Incident from lowest to highest. functional failures. (Please note that you may have to scroll and/or resize the window to view all the tasks and their properties.Evident Operational. effects and failure modes (causes) for Subsystem A. “Unable to transfer any water at all. From the Filter By drop-down list at the upper right corner.). in a tabular view that can be sorted by any column (e.ReliaSoft. Click the column header again to sort the data from highest to lowest Total Cost per Incident. tasks sorted by cost.)  You can sort the records that appear in this filtered view.5. Click the Hierarchy tab to return to the hierarchy view.  3.3 The Filtered View When working in the functional failure analysis.

” The Failure Effect Categorization window for this effect will be displayed.3. double-click inside the FEC column to the right of the effect with the description “System does not perform to capacity. If desired.5 First Steps Example 1  To analyze the effect of the second failure.  Answer Yes to Question 1. you can also provide an explanation for your answer to each question RCM++ 5 Training Guide 21 . No to Question 2 and No to Question 4 to categorize the effect as EE Evident Economic. as shown next.

3 First Steps and/or general remarks associated with the FEC analysis for this effect in the text boxes on the right side of the window.5. 3.7 Perform Maintenance Task Selection RCM++ provides full support for the task selection logic in the major industry guidelines for RCM along with the ability to compare the operational costs of potential maintenance strategies.  Click OK to save the changes and close the window.com . 22 http://RCM.ReliaSoft.

e. The applicable task selection questions (based on the logic that has been defined for the project and the FEC for the associated effect) are displayed in the middle of the window.5 First Steps Example 1  To perform the task selection for the first potential failure mode. The tasks that have been considered to address this issue are displayed at the bottom of the window. click the + next to the failure mode with the description “Motor burns out” in order to display the tasks related to this failure mode. no preventive maintenance tasks) are displayed below that. Double-click the Tasks node to open the Maintenance Task Manager window for this failure mode. RCM++ 5 Training Guide 23 . as shown next. The Cost per Uptime and Average Availability percentage that have been calculated for a run-to-failure maintenance strategy (i.3.

 Click the Add button to open the Task Properties window. The units used for this field are based on your selection in the Labor Rate area. Type: Choose Repair/Replace (RR) from the drop-down list.e.ReliaSoft. Enter the following information on the Task page:    Task Description: Type A scheduled repair for the motor. Enter the following information:   Labor Rate: Enter 150 per Hour. Restoration Factor: Enter 1 to indicate that the motor will be restored 100% by the repair (i. indicating that a scheduled repair/replacement task is applicable and effective to address this issue.com . Task Duration: Enter 4.  Click the PM Resources tab to describe the resources required to perform the scheduled repair.3 First Steps  Click the Yes/No column to the right of the third question to change the answer to Yes. If desired.  24 http://RCM. as good as new). Status: Choose Assigned from the drop-down list. you can type some additional comments in the text box to the right.

the cost of preventive repair and the probability of failure. To change the number of decimal places displayed in your results. Note that the Optimum Interval utility assumes a restoration factor of 1 for both Corrective Maintenance and Preventive Maintenance.2 Select Set as Assigned Interval and click OK. 2650. 2.805 hours. Click the Calculate icon in the Assigned Interval area to have the software determine this interval based on the cost of corrective repair. RCM++ 5 Training Guide 25 . change the Displayed Math Precision field to the desired number of decimal places. choose File > User Setup.3. then click OK. displaying the calculated value.  The Calculated Optimum Interval window will appear.5 First Steps Example 1  Materials Cost: Enter 500.  Return to the Task page to define the maintenance interval. On the Settings page. The calculated optimum interval will now appear in the Assigned Interval field.

 Click OK.ReliaSoft. labor requirements. the simulation results will be displayed. Total Operating Cost and Average Availability for this maintenance strategy. etc.5. 3. The Task Properties window will look like the one shown next.8 Package the Maintenance Tasks RCM++’s Maintenance Task Packaging utility allows you to group individual tasks together based on interval. A blue progress bar will appear at the bottom of the Task Properties window as RCM++ runs the simulations.  Click OK to save the changes and close the Task Properties window then click OK again to close the Maintenance Task Manager. 26 http://RCM. as shown next. to achieve the most efficient maintenance plan that is possible.com .3 First Steps  Click the Calculate icon in the Simulation Results area to simulate the operation of the equipment and estimate the Cost per Uptime. when the progress is 100% complete. If you have not changed the default user settings.

as shown next.  Click OK to create the package.5 First Steps Example 1  Choose Tools > Maintenance Task Packaging to open the Maintenance Task Packaging window for this project.  Maintenance packages and packaged tasks are displayed at the top of the window and individual unpackaged tasks are displayed at the bottom of the window. as shown next.3. RCM++ 5 Training Guide 27 . Click Add Package and type Every 3 Months for the Name.

5.1 (and its sub-items) for inclusion in the check by selecting the check box in the header of the Select Items to Be Included in the Analysis Check area. 3.   Choose FMEA > Check Analysis to open the Check Analysis utility. assigning the package from the Task Properties window or using the Auto-Package Tasks feature) are described in the RCM++ User’s Guide.   28 http://RCM.  Click Close to exit the utility.. The utility lists the potential issues and you can make the decision of whether or not to address each issue. then do the same on the RCM Checks tab.ReliaSoft. Other methods to assign a maintenance task to a package (i.com . you may find it helpful to run the Check Analysis utility.3 First Steps  Now select the individual unpackaged task with the description that begins “On condition task to inspect impeller for wear. select all checks to be performed.9 Check the Analysis Prior to creating any reports or presenting any results. which identifies any possible discrepancies and/or omissions in each FMEA.” and drag it onto the package that you just created.e. The window will now look like the one shown next.. On the FMEA Checks tab in the lower section of the window. Select Subsystem A. Click Check to run the checks.

the Analysis Check Results tab will display a list of all the checks that were performed and a notation if any portions of the analysis failed the check. The window will look like the one shown next. 3. You will see that the check reveals some potential issues. including two tasks that do not have defined intervals. In normal use.3. RCM++ 5 Training Guide 29 . The results of the queries are returned in tabular grids that can then be exported to Microsoft Excel. you could close the utility.5. if these issues were of concern.5 First Steps Example 1 When the process is complete. if desired. fix the problem(s) that were found and then return to the utility to run the checks again.  Click Close to close the Check Analysis utility.10 User-Defined Queries The Query utility allows you to search the current project or the current database for the records that meet your specific query criteria.

select Active Project. The utility will appear. For this example. 30 http://RCM. along with its sub-items. The Select Items area is used to indicate that query results will include data associated with the selected component(s) only. choose FMEA Tasks from the drop-down list. By default. This specifies that the query will search for task records within the FMEA(s) associated with the item(s) selected in the Select Items area. You can specify which columns you want to appear in the query results. select the Subsystem A. the item selected in the System Hierarchy panel when you open the Query utility is selected.1 is already selected in this area. In the Query area. it is likely that Subsystem A. Thus.3 First Steps  To access the Query utility. then select the individual check boxes for the following properties:         Task Description Type Status Total Duration per Incident Total Cost per Incident  For Status. This specifies that the query will search only in the current project. rather than in the entire database. If it is not.1 item (and its sub-items) and clear all other items.  In the Data Source area.com . choose Tools > Queries.ReliaSoft. clear all of the columns by clearing the check box for the Task Properties heading in the Include in Results column. specify that only tasks that have been assigned will be included in the query results by choosing is in the first of the Criterion 1 columns and Assigned in the second of the Criterion 1 columns. as shown next.

 Click Run Query.5 First Steps Example 1 The window will look like the one shown next. as shown next. You also can double-click any record to open it. You can sort the results by any of the columns by clicking the column header. RCM++ 5 Training Guide 31 .3.3 The query results will appear in the Results tab.

3 First Steps

Click the Send to Excel icon to send the query results to a spreadsheet in Microsoft Excel.

A window will appear that allows you to specify the name and location to save the results to. Enter Assigned Tasks. Click Save. The query results will open automatically in Microsoft Excel. Close Microsoft Excel. The query results have been saved to the file name and location you specified and can be accessed again later, if desired. From the Query utility, you can save the query criteria as a custom query that can be applied to any data set in the future. Click the Save Query icon.

 

The Save Query window will appear, as shown next.

Type Assigned Tasks for the query name. In the Description field, type Tasks in Assigned Status, then save the custom query by clicking OK.4

If you want to perform this custom query at a later time, you can click the Open Saved Query icon in the Query utility.

The Select Existing Query window will appear. Choose a query category in the Search drop-down list (in this case, FMEA Tasks). A list of the custom queries that you have created for task records will be displayed. Select a query from the list and click OK. The Query utility will be updated with all of the selections from the saved query. Please note that when you save a query, it does not save the specified items or projects because the same query can be used for any selected data set. If you are working with a Standard database, saved queries are stored in an independent database. If you are working with an Enterprise database, the queries are stored within the Enterprise database. In both cases, the saved queries are considered “templates” and can be managed (added, edited or deleted) via the Templates Manager. You can access the Templates Manager by clicking the Templates Manager button in the Select Existing Query window or by choosing Tools > Templates Manager. In addition, your saved custom queries can be included in reports, as demonstrated in the next section.
3. You also can use the Headers Customization tab to specify, for each property included in the query results, the column width and the column name. 4. If you are working with an Enterprise database, you can select the Show to all system users option to allow all users of the database to access the saved query. If you do not select this option, the saved query will be available only for you.

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3.5 First Steps Example 1

Close the Query utility.

3.5.11 Generate a Report of the Analysis
RCM++ provides a complete set of reports for your analysis. Reports can be generated in Microsoft Word and/or Excel, which provides maximum flexibility for customization and the ability to create HTML and/or PDF versions of the reports, as desired.
 

Choose Tools > Reports. The Reports window will appear. The Select Items area allows you to specify the item(s) from the system hierarchy that will be included in the report. By default, the item selected in the System Hierarchy panel when you open the Reports window is selected. Thus, it is likely that Subsystem A.1 is already selected in this area. If it is not, select the Subsystem A.1 item (and its sub-items) and clear all other items. You will notice that two report forms are present in the Selected Reports area by default. These forms are not used for this example. To move the forms from the Selected Reports area to the Available Reports area, click the Exclude All icon (<<). There are three ways to select the forms that will be included in the generated report.

In the Available Reports area, click the Report Summary form under the General heading and then click the Include icon (>). The Report Summary form will be moved to the Selected Reports area and will be included in your generated report. You also can include the results of the query that you created in the previous section of this example in the generated report. In the Available Reports area, double-click the Assigned Tasks (Queries) form under the RCM heading to move it to the Selected Reports area. In the Available Reports area, click the Maintenance Task Selection (One per Cause) form under the RCM heading and drag it onto the row containing the Assigned Tasks (Queries) form in the Selected Reports area. The Maintenance Task Selection form will be added to the Selected Reports in

RCM++ 5 Training Guide

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3 First Steps

the second position and the Assigned Tasks (Queries) form will be moved down to the third position. The Reports window will look like the one shown next.

In the Select Output Type area, select Word Document. Note that you also can generate the report in Excel, which will be demonstrated in later examples. Click Generate Report. The Save File As window will appear, which allows you to specify the name and location for the document. Specify to save the report as First Steps Report. When you click Save, a progress bar will appear in the MDI. When the progress is 100% complete, the report will open automatically in Microsoft Word. When you have finished viewing the report, leave it open and return to RCM++. From RCM++, close the Reports window by clicking the Close button.

 

3.5.12 Generate Charts Based on the Analysis
RCM++ also provides a complete array of plots and charts for graphical presentation of your analysis.

To create graphical charts, choose Tools > Plots.

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The Plot Summary panel at the bottom of the Plot Viewer window shows the details associated with the current chart. Choose Task Type Pie from the Plot Type drop-down list.5 First Steps Example 1  In the Select Items window that appears.1. the project name. This includes the pathname/filename for the database. select to include data associated with Subsystem A. Do not select any of the components. RCM++ 5 Training Guide 35 . The Plot Viewer utility will appear. will look like the one shown next. which displays the percentage of tasks in the data set that have been assigned to each of the available task types. Make the following selections:   Automatically Refresh = Selected Keep Aspect Ratio = Selected The plot.   Click OK.3. the numbers and names of the items included in the chart and the details for the cause records that are represented in the chart. as shown next.

go to the First Steps Report that you created in Microsoft Word and paste the graphic into the document. click the Copy Plot Graphic icon. All tasks with this description are now excluded from the plot. Since Automatically Refresh is selected in the Control Panel.12. The plot. will look like the one shown next.3 First Steps  You can exclude tasks with a description of “none” (or any other terminology that your organization uses for this) from this accounting. 3. Make the following selections:     Display Range: 1 to 5 Automatic Scaling = Selected Cost Type = Total Cost per Incident You will notice that your setting for Exclude Records with Description is retained. 36 http://RCM.ReliaSoft.  Next.1 Copy Plot Graphic and Summary RCM++ allows you to add the plot graphic and summary to other documents. the Plot Viewer will be updated automatically to display the plot type you have selected. which displays the top five maintenance tasks ranked by Total Cost per Incident (highest to lowest).5.  To do this. Select the Exclude Records with Description option. then enter None in the text input field and press ENTER. such as generated reports. choose Task Cost Pareto from the Plot Type list.com . Next.

   Place the cursor below the chart graphic and paste the contents of the Clipboard into the report. choose File > Close Current Database.3. Close the Plot Viewer.13 Close the Database You have completed the First Steps Example. and then close Microsoft Word. This time. Proceed to the Step-by-Step Examples in Chapter 4. click the Copy Plot Summary icon and return to the report.5 First Steps Example 1  Now return to RCM++’s Plot Viewer. You can now close the RCM++ database. You can save the changes you have made to the report. indicating that a database is not currently open in the MDI.   RCM++ 5 Training Guide 37 . Notice that “No Current Database” appears in the caption bar and status bar at the top and bottom of the MDI. If you do not close the database. if desired. it will be closed automatically when you create a new database for the next example. 3.5.  To close the database.

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2 Example 1 .page 94 Example 8 .page 53 Example 3 .page 89 Example 7 .Integration with BlockSim via XML . type TrainingExamples and click Save to continue.Step-by-Step Examples 4. you will work with sample data provided for demonstration purposes.Import/Export for Items and/or Functional Failure Analyses . 4. designed to introduce you to the features of the RCM++ software:          Example 1 . you can also perform them while connected to an Enterprise database.1 List of Examples 4 This chapter provides the following step-by-step examples. For this example.Maintenance Task Intervals.Perform Your Own RCM Analysis .page 63 Example 4 .page 102 Example 9 .Simple MSG-3 Analysis for Aircraft Subsystem This example guides you through the process of performing an RCM analysis for an aircraft subsystem following the MSG-3 guidelines.  When you are prompted for a filename.Cost and Availability Comparisons .2.Using Change Logs . Costs and Packaging .1 Create a New Database1  Create a new RCM++ Standard database by choosing File > New Standard Database or by clicking the New Standard Database icon.page 39 Example 2 . This information is not intended to be realistic. The database will be created and the New Project window will appear.Using Profiles/Libraries for Configurable Settings .RCM Analysis for Conveyor Belt .page 117 4. 1.Simple MSG-3 Analysis for Aircraft Subsystem .page 78 Example 6 .page 67 Example 5 . RCM++ 5 Training Guide 39 . Although the examples in this guide are performed using Standard databases.

The interface style also controls the available options for menus throughout the analysis. This includes user-defined fields. 4. and to specify the profile that will be used to set the configurable properties that apply to all of the analyses within the given project.. such as Task Status. as shown next. 40 http://RCM. At the bottom of the window.3 Define the System Configuration For this example.2 Create a New Project The New Project window allows you to supply information about the project. Task Selection Logic: which determines the questions and task types that will be used for the RCM task selection. description. etc. factors and ratings for the Criticality Factors method of RCM equipment selection. type Engine Fire Detection MSG-3 for the project name. Risk Discovery Questions and Ratings: which set the available options used in each risk discovery analysis within the project.com . etc. including the questions and categories used for the Selection Questions method of RCM equipment selection and the categories. The new project will be displayed in the Project Explorer and will be opened in the Project window.4 Step-by-Step Examples 4. choose the MSG-3 profile from the Select Profile from Library drop-down list.2.ReliaSoft. the analysis will be performed on the aircraft’s Engine Fire Detection subsystem.     In the New Project window. which has two components. Zone 1 Sensor and Zone 2 Sensor.2. as shown next. FEC Logic: which determines the questions and categories that will be used for the RCM failure effect categorization. This includes:  Interface Style: which determines which data fields will be enabled/displayed for the analysis (and what they will be called).  Click OK. Units. such as its name.

4.2 Example 1 - Simple MSG-3 Analysis for Aircraft Subsystem

Aircraft

Engine Fire Detection
 

Zone 1 Sensor Zone 2 Sensor

Each project contains the system hierarchy (which could contain a single item or multiple items arranged in hierarchical system configurations) and the analyses associated with any of the items in the system hierarchy. The first item was added automatically when the project was created and is selected automatically in the System Hierarchy panel. The item’s properties are displayed in the Analysis panel. You will notice that the fields that can be edited are white, while the fields that cannot be edited, because they are populated automatically, are gray.

Click within the Item field under the General heading and change the item name to Aircraft then press ENTER or click outside the field to accept your change. Next, add the Engine Fire Detection subsystem to the system configuration by selecting the system, Aircraft, and then choosing System Hierarchy > Add Next Level Item. Change the name of the new item to Engine Fire Detection. In addition, enter 4 in the Qty per System field. This indicates that there are 4 Engine Fire Detection subsystems per aircraft. Add the Zone 1 Sensor component by selecting the subsystem, Engine Fire Detection, and then choosing System Hierarchy > Add Next Level Item. Change the name of the new component to Zone 1 Sensor. In addition, enter the following item properties:
   

Part Number: AC2611G201 Qty per System: 16 Qty per Assembly: 4 Supplier: VORTOS Inc.

The quantities entered here indicate that there are 4 Zone 1 Sensor components per assembly (i.e. per Engine Fire Detection subsystem) and a total of 16 Zone 1 Sensor components per system (i.e. per aircraft).

With the Zone 1 Sensor item selected, choose System Hierarchy > Add Same Level Item and enter the following item properties:
    

Name: Zone 2 Sensor Part Number: AC2611G202 Qty per System: 8 Qty per Assembly: 2 Supplier: VORTOS Inc.

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4 Step-by-Step Examples

Once all items have been added to the system hierarchy, your Project window will look like the one shown next.

4.2.4 Create a Functional Failure Analysis
The next step is to add a functional failure analysis (FMEA) for the item of interest.

Select the Engine Fire Detection item in the System Hierarchy panel then choose Analyses > Add FMEA or click the Add FMEA icon.

The FMEA tab will appear at the top of the Analysis panel. In addition, the FMEA icon (F) will appear in the FMEA column for the Engine Fire Detection item in the System Hierarchy panel.

4.2.5 Define the Functions
The following functions have been identified for the system in this example:
 

To provide Fire Zone 1 & 2 fire detection/overheat signal to the airframe. To provide fire loop failure signal.

Choose FMEA > Functions > Add New Function. The Function Properties window will be displayed.

To enter the first function, we will first enable a predefined phrase library that will save you time during data entry for the rest of this example.

Click the Select Existing icon on the right side of the Function text box.

In the Select Existing window that appears, go to the Options page and select Active Phrase Sets and then select Training Examples to indicate that the descriptions from the chosen phrase set will be available. In order to limit the number of descriptions that are displayed when you are adding/editing

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4.2 Example 1 - Simple MSG-3 Analysis for Aircraft Subsystem

records, it is recommended that you de-activate any other phrase sets, as well as descriptions from the current database, during this example.

Return to the Select page of the Select Existing window. It will now display all of the function descriptions that meet the criteria that you specified on the Options page.2

2.

You also can filter these descriptions by entering one or more keywords into the Find input box.

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44 http://RCM.com .. and click OK (or double-click the description) to place the text into the Function Properties window..4 Step-by-Step Examples  Select the description that begins To provide Fire Zone 1 & 2. as shown next. as shown next. The function will appear in the Analysis panel.ReliaSoft.  Click OK.

 Click the Select Existing icon beside the Functional Failure input box. here you can right-click the function in the Analysis panel and the shortcut menu will contain commands for adding and editing functions and failures. The Failure Properties window will appear.6 Define the Potential Functional Failures Two potential functional failures have been identified for the first function in this example:   Fails to provide Fire Zone 1 & 2 fire detection/overheat signal to the airframe. NOTE: Commands for adding and editing records also are available in the shortcut menu that appears when you right-click a record. the Project window will look like the one shown next. For example. choose FMEA > Failures > Add New Failure. When you have added both functions. 4.2 Example 1 .Simple MSG-3 Analysis for Aircraft Subsystem  Add the second function to the system in the same way.2.  With the first function selected. RCM++ 5 Training Guide 45 .4. Provides erroneous fire warning.

. as shown next. select the description that begins Fails to provide Fire Zone 1 & 2. as shown next.ReliaSoft. and click OK (or double-click the description) to place the text into the Failure Properties window. The functional failure will appear in the Analysis panel. 46 http://RCM.com .  Click OK to save the changes and return to the Project window..4 Step-by-Step Examples  In the Select Existing window.

select the description that begins Loss of fire detection.Simple MSG-3 Analysis for Aircraft Subsystem  Add the second functional failure in the same way. Alternative loop is still available.   In the Select Existing window. the Project window will look like the one shown next..  Select the failure in the Analysis panel and choose FMEA > Effects > Add New Effect.2 Example 1 . When you have added both failures. Click the Select Existing icon beside the Effect input box. RCM++ 5 Training Guide 47 .4.2. The Effect Properties window will appear.7 Define the Potential Effects of Failure One potential effect of failure has been identified for the first functional failure in this example:  Loss of fire detection/overheat signal from loop A or B. and click OK (or double-click the description) to place the text into the Effect Properties window. 4..

Evident Economic.  Click OK to close the FEC window. The Effect Properties window will look like the one shown next. No to Question 2 and No to Question 4 to categorize the effect as 7 . 48 http://RCM.4 Step-by-Step Examples  Click the Categorization button to display the failure effect categorization (FEC) logic for this analysis.com . Answer Yes to Question 1.ReliaSoft. The Failure Effect Categorization window will look like the one shown next.

Engine fire detection wiring harness failure.4.  Select the effect in the Analysis panel and choose FMEA > Causes > Add New Cause. Click the Select Existing icon beside the Failure Mode input box. RCM++ 5 Training Guide 49 . 4. as shown next.   In the Select Existing window. The effect will appear in the Analysis panel.Simple MSG-3 Analysis for Aircraft Subsystem  Click OK. with the categorization displayed in the FEC column.2 Example 1 . select the description that reads Loss of sensor pressure and click OK (or double-click the description) to place the text into the Cause Properties window.8 Define the Potential Failure Modes Three potential failure modes (also called causes) have been identified for the first failure in this example:    Loss of sensor pressure. Failure of responder.2. The Cause Properties window will appear.

as shown next.4 Step-by-Step Examples The Cause Properties window will now look like the one shown next. Click OK.com .  Click the right-plus navigation arrow in the bottom left corner of the window to save the first failure mode and add the next one. The failure modes will appear in the Analysis panel.ReliaSoft. Repeat for the third failure mode and then click OK to close the window.  50 http://RCM.

9 Select and Define a Maintenance Task  Double-click the Tasks node associated with the “Loss of sensor pressure” failure mode to open the Maintenance Task Manager.4. Zone: 400 RCM++ 5 Training Guide 51 . you can type some additional comments in the text box to the right. indicating that a scheduled inspection task is applicable and effective to address this issue. along with the task selection questions from the MSG-3 analysis guidelines that are applicable for Evident Economic effects.  Click the Yes/No column to the right of the second question to change the answer to Yes. The following inspection task has been selected to address the first cause of failure:  Detailed inspection of engine fire detection loops. Type: Inspection (IN) Status: Assigned Assigned Interval: 2000 Hour Remarks: Inspect for condition and security. enter the following information:       Task Description: Detailed inspection of engine fire detection loops. In the Task Properties window that appears.2.2 Example 1 .   Click Add to define the task. If desired.Simple MSG-3 Analysis for Aircraft Subsystem 4. The FEC for the effect of this failure is displayed in the middle of the window.

The full analysis is available for review (if desired) in the “7.com .4 Step-by-Step Examples The window will look like the one shown next. (You can select multiple items by holding down CTRL and clicking the items.ReliaSoft. including the Zone 1 Sensor and Zone 2 Sensor components. select the following report forms under the RCM heading.g.)    Functional Failure Analysis 52 http://RCM.rx5 database that is installed in the Examples folder of the RCM++ application directory (e. if it is not already selected.2.10 Generate a Report of the Analysis RCM++ provides a complete set of reports for your analysis. Click OK to exit the Maintenance Task Manager. In the Available Reports area of the window. select the check box for the Engine Fire Detection item. as desired. Keep the other forms in the Selected Reports area. In the Select Items area. The Reports window will appear. Reports can be generated in Microsoft Word and/or Excel. Select the Assigned Tasks (Queries) form and click the Exclude icon (<) to move it from the Selected Reports area to the Available Reports area. Clear any other items.2 – Aircraft RCM (MSG-3)” project in the Demonstration. You will notice that the report forms that you selected the last time you generated a report are present in the Selected Reports area by default.   Choose Tools > Reports. The remaining analysis for this subsystem will not be entered during this example.   Click OK to save the changes and close the window. which provides maximum flexibility for customization and the ability to create HTML and PDF versions of the reports. 4. to include it in the report. C:\Program Files\ReliaSoft\RCM5\Examples).

The Save Report As window will appear. In the New Project window. The report will be created and will open automatically in Microsoft Word. which allows you to create a project within the database.    4. close the Reports window by clicking the Close button.3 Example 2 . which allows you to specify the name and location for the report. select Word Document.3 Example 2 . This information is not intended to be realistic. you will work with sample data provided for demonstration purposes. or in the Project window title bar if you are not using tabs. 4.1 Create a New Project  Choose Project > Add New Project. Once you have finished viewing the report. Leave the database open and proceed to Example 2. Close the Project window by clicking the red X in the Project window tab if you are using tabs. Click Save. type Conveyor Belt for the project name. Specify to save the report as MSG-3 Report.RCM Analysis for Conveyor Belt   Failure Effect Categorization (One per Effect) Tasks  Click the Include icon (>) to move the selected forms to the Selected Reports area for inclusion in your generated report.RCM Analysis for Conveyor Belt This example guides you through the process for entering a portion of an RCM analysis for a conveyor belt.3.4.  Click Generate Report.  The window will now look like the one shown next. For this example.  RCM++ 5 Training Guide 53 . From RCM++. close it and return to RCM++. In the Select Output Type area of the window. The New Project window will appear.

choose the Standard RCM profile from the drop-down list.3. 54 http://RCM. 4.4 Define the Function The following primary function has been defined for the conveyor belt:  Convey solid material from one location to another at XX pounds per hour while maintaining system integrity and providing feedback to the DCS.4 Step-by-Step Examples   In the Select Profile from Library field.  Choose Analyses > Add FMEA or click the Add FMEA icon.3.  Choose FMEA > Functions > Add New Function. click within the Item field under the General heading and change the item name to Conveyor Belt then press ENTER or click outside the field to accept your change. In the Analysis panel.3.ReliaSoft.2 Define the System Configuration  The first item in the system hierarchy has been added automatically and will already be selected in the System Hierarchy panel. In addition. The FMEA tab will open in the Analysis panel.com .3 Create a Functional Failure Analysis The next step is to add a functional failure analysis for the item of interest. 4. 4. the FMEA icon (F) will appear in the FMEA column in the System Hierarchy panel. The Project window will look like the one shown next. Click OK to create the project and display the Project window.

.3 Example 2 . The function will appear in the Analysis panel.4.. and click OK (or double-click the description) to place the text into the Function Properties window.  Click OK. type the function description or click the Select Existing icon and select the function description that begins Convey solid material. RCM++ 5 Training Guide 55 .RCM Analysis for Conveyor Belt  In the Function Properties window. as shown next.

Failure Mode (Cause): Faulty wire/connections. Failure Mode (Cause): Plugged feed and/or discharge spout due to foreign object. Effects and Causes The analysis team has identified the following ways that the equipment may fail to perform its intended function: Functional Failure: Conveys less than the required rate.3. For example. Functional Failure: Conveys no material.4 Step-by-Step Examples 4. Effect: Loss of production. Failure Mode (Cause): Chain drive failure due to chain wear and/or damage. 56 http://RCM. here you can right-click the function in the Analysis panel and the shortcut menu will contain commands for adding and editing functions and failures. NOTE: Commands for adding and editing records also are available in the shortcut menu that appears when you right-click a record. choose FMEA > Failures > Add New Failure.  Click the Select Existing icon beside the Functional Failure input box.  With the function selected. Effect: Operation impaired. Effect: Reduction in production. Failure Mode (Cause): Belt conveyor bearing worn or seized due to improper lubrication.com . Failure Mode (Cause): Contact failure. Failure Mode (Cause): Product belt slippage due to improper alignment and/or tension.5 Define the Functional Failures. Functional Failure: Provides no signal to DCS. The Failure Properties window will appear.ReliaSoft.

4.3 Example 2 . When you have added all three functional failures.RCM Analysis for Conveyor Belt  In the Select Existing window. RCM++ 5 Training Guide 57 . as shown next. select the description that reads Conveys less than the required rate and click OK (or double-click the description) to place the text into the Failure Properties window.  Repeat for the third functional failure and then click OK to close the window. the Project window will look like the one shown next.  Click the right-plus navigation arrow in the bottom left corner of the window to save the first functional failure and add the next one.

The Cause Properties window will appear. Repeat these steps to add the effects for the remaining functional failures.ReliaSoft. When you have entered the second failure mode. When you have added all effects.   58 http://RCM. click OK to close the window.4 Step-by-Step Examples  To define the effect of the first functional failure. Enter the failure mode description. The Effect Properties window will appear. select the functional failure and choose FMEA > Effects > Add New Effect.com .    To define a failure mode (or cause) for the first failure. select the effect of the failure and choose FMEA > Causes > Add New Cause. Enter the effect description and click OK. the Project window will look like the one shown next. Click the right-plus navigation arrow in the bottom left corner of the window to save the first failure mode and add the next one.

Evident Operational. the Project window will look like the one shown next. When you have added all failure modes. select Yes to answer the first question.4.3.3 Example 2 .6 Perform the Failure Effect Categorization  Double-click the FEC column to the right of the first effect description (“Reduction in production”) to display the logic diagram that will be used to categorize the failure effects. as shown next. The effect will be categorized as EO .RCM Analysis for Conveyor Belt  Repeat these steps to define the remaining failure modes for the remaining functional failures.  RCM++ 5 Training Guide 59 . In the Failure Effect Categorization window. 4. No to answer the second question and Yes to answer the last question.

ReliaSoft..3.7 Select and Define the Maintenance Tasks  Double-click the Tasks node associated with the first cause for the second failure (“Belt conveyor worn or seized. These effects will also be categorized as EO Evident Operational.4 Step-by-Step Examples   Click OK to save the analysis and return to the Project window. enter the following information:     Task Description: Apply proper lubrication to the conveyor bearing. indicating that a scheduled service task is applicable and effective to address this issue.”) to open the Maintenance Task Manager window. Use a similar procedure to analyze the other two effects. In the Task Properties window that appears.. 4. Click the Yes/No column to the right of the first question to change the answer to Yes.    Click Add to define a task. Type: Service (S) Status: Assigned Assigned Interval: 1 Week 60 http://RCM.com .

”).3 Example 2 .RCM Analysis for Conveyor Belt The window will look like the one shown next.   Click OK to save the changes and close the window..4. RCM++ 5 Training Guide 61 .. Click OK to close the Maintenance Task Manager for this failure mode and then open the Maintenance Task Manager for the next failure mode (“Chain drive failure.

Type: Repair/Replace (RR) Status: Assigned Assigned Interval: 1 Year 62 http://RCM.com . No.ReliaSoft.  Add a task with the following properties:     Task Description: Preventively replace the chain drive. No to indicate that a scheduled repair/replacement maintenance strategy will be applicable and effective for this issue.4 Step-by-Step Examples  Answer the selection questions No. Yes. as shown next.

4. failure modes and/or tasks based on your experience. When you are finished.Import/Export for Items and/or Functional Failure Analyses This example guides you through the process to import/export system configuration data and functional failure analysis data from Excel files.  4. choose File > Open Standard Database or click the Open Standard Database icon. C:\Program Files\ReliaSoft\RCM5\Training) and click Open. the FMEA hierarchy or DVP&R for the selected item. entering additional functional failures.4. The Export Type field allows you to specify the type of information that you want to send to Excel.1 Export a System Configuration to Excel  To begin.Import/Export for Items and/or Functional Failure Analyses The window will look like the one shown next.  Select the TrainingData. Choose System Hierarchy > Import/Export > Export to Excel. such as the items in the system hierarchy. refer to the RCM++ User’s Guide. For this    3.4 Example 3 .3 4.g. etc. you may continue this analysis on your own.rx5 file from the Training folder in your application directory (e. close the database by choosing File > Close Current Database. In the Project Explorer. effects.  If desired. RCM++ 5 Training Guide 63 . For more information about importing and exporting. RCM++ also provides import functionality for data from ReliaSoft’s XFRACAS system and from Ford Motor Company's FMEAplus F2F export files. double-click the Import and Export Data project.4 Example 3 .

xls (or . choose to export the Entire System Hierarchy. (If there were more than one worksheet in the selected Excel file.   Type System Configuration for the Excel filename and then click Save.4 Step-by-Step Examples example.)    64 http://RCM. System Hierarchy. this field would allow you to specify the worksheet to import from.3 Import the System Configuration from Excel  Delete the item (i. choose Items. which is provided by default. as shown next. Click Browse and. in the window that appears.4. In the Import Type field. navigate to the System Configuration. then click OK. type Import and Export for the project name and choose the Standard RCM profile to set the properties for the new project. accept the System Hierarchy template.  After you have reviewed the export file. Examine the exported information. accept the default template. Click Yes to continue. System Hierarchy. close Excel and return to RCM++. In the Worksheet field. You will see a warning that proceeding will close the current database. This will export the items in the system hierarchy.) At the bottom of the Export to Excel window. along with their item properties and any defined reliability properties. Click OK to create the project and display the Project window.  In the Export Template field. In the New Project window. This will import the items in the system hierarchy. accept the default selection.ReliaSoft. 4.2 Open a Database and Create a Project  Open the TrainingExamples.rx5 database that you created in Example 1 by choosing File > Recent and then choosing the Training Examples.rx5 file. You will need this information in a subsequent step.   4. the Excel file will open automatically. then click Open.4. System 1) that was automatically added to the system hierarchy when the project was created by right-clicking it and choosing Delete from the shortcut menu or by selecting it and then pressing DELETE or clicking the Delete icon.com . Choose Project > Add New Project. In the Import Template field. this field allows you to choose a different template for use. (If your exporting needs differ from the format provided in the default template. choose Items. along with their item properties and any defined reliability properties.e.   Choose System Hierarchy > Import/Export > Import from Excel.xlsx) file that you just created. add a new template and/or edit an existing template. Notice in particular that the top row contains header information and the actual data starts in row 2. When the process completes.

RCM++ also offers the capability to import from existing RCM++ projects in the current database or in other databases. In the Projects area.rx5 file from the Training folder in your application directory (e.2. without importing any items from the system hierarchy. which is demonstrated in this section.4 Import Item’s Functional Failure Analysis (FMEA) from an Existing Project As mentioned in the preceding sections. you will see that the system configuration information from the Excel spreadsheet has been imported into the current project. This option allows you to import only the records selected in the FMEA Hierarchy area. so enter 2 in this field. select Standard Database and then click Browse. RCM++ 5 Training Guide 65 .4. The imported records will be associated with the item that was selected in the System Hierarchy panel when you opened the Import Existing Items (Browse) window. depending on the information contained in the Excel spreadsheet. For more information on FMEA Accelerator® templates.g.Import/Export for Items and/or Functional Failure Analyses  The Starting Row field allows you to specify the first row of the Excel worksheet that contains data. please refer to the RCM++ User’s Guide. Select the TrainingData. C:\Program Files\ReliaSoft\RCM5\Training) and click Open.   4. The Import Existing Items (Browse) window will appear.4 Example 3 . it is possible to import FMEA data from Excel. then click Finish to perform the import. Scroll through the preview to make sure that the appropriate information appears in each column. When import is complete.     4. In the Data Source area. select the Import Selected FMEA Items Only option. At the bottom of the window. Click Next to view a preview of the data that will be imported. You will recall that the data in your export file started in the second row. rather than header information.4. The window presented in this section also allows you to import from the FMEA Accelerator® templates that have been enabled on your computer (if any). either separately from a system hierarchy or simultaneously.4 item in the System Hierarchy panel and choose System Hierarchy > Import/Export > Import Existing Items (Browse). select the Import and Export Data project.4  Select the Component B.

 Select the check box in the Description header of the FMEA Hierarchy area to select all items in the FMEA hierarchy. Close the Import Existing Items (Browse) window. The FMEA Hierarchy area on the right side of the window will update to show the FMEA that is associated with the selected item. as shown next. select Component B. You will see a confirmation once the import is complete.2. Click OK to continue.com . Click Import.ReliaSoft.4.4 Step-by-Step Examples  In the System Hierarchy area.   66 http://RCM.

Maintenance Task Intervals. For this example. 5. Costs and Packaging You can see that the functions. effects.  Close the project before proceeding with the next example. This information is not intended to be realistic.5 4. functional failures. refer to the RCM++ User’s Guide.4. failure modes.5 Example 4 . as shown next. For more information.5 Example 4 . RCM++ offers many other options for importing and exporting data. actions and tasks that were defined in the existing RCM++ project have been added to the current project. to estimate operational costs that can be used to compare maintenance strategies and to create maintenance packages.Maintenance Task Intervals. RCM++ 5 Training Guide 67 . controls. Costs and Packaging This example will guide you through the steps required to calculate the optimum interval for a repair/ replacement maintenance task. you will work with sample data provided for demonstration purposes.

When the import is complete.g. which allows you to import a project from another RCM++ 5 database.rx5 file from the Training folder in your application directory (e.  In the Import From area of the Import Projects window. Select the TrainingData. select Standard Database and then click Browse.com .1 Import a Project  Choose Project > Import Projects to open the Import Projects window. the project will appear in the Project Explorer.4 Step-by-Step Examples 4.ReliaSoft.   Select the Dust Filter project and click OK to import it to the current database.5. The projects in the selected database will be displayed in the table. C:\Program Files\ReliaSoft\RCM5\Training) and click Open. 68 http://RCM.

the simulation time). Enter 100 for the Downtime Rate and select Hour for the Units. This is the estimated cost to the organization for every hour that the equipment is not operating due to failure or maintenance (e.4. Dust Filter.g. Choose System Hierarchy > Item Maintainability or click the Item Maintainability icon in the Maintainability area of the item properties to open the Item Maintainability window.   Click OK.5 Example 4 .Maintenance Task Intervals. 6. RCM++ 5 Training Guide 69 . 4.5.  Enter 1 for the Operating Time and select Year for the Units. The units in the drop-down list are defined via the interface style. due to lost revenue from decreased productivity). to open it. The Project window will look like the one shown next.2 Define the Item Maintainability Properties   Click the Item Properties tab in the Analysis panel.6 This is the operating time that will be of interest for cost calculations (i. Costs and Packaging  Double-click the project name. Each defined unit has an assigned conversion factor that is used to convert the data to “base” or default units for calculation purposes.e.

com . In the Failure Effect Categorization window.    Click OK to save the analysis and return to the Project window.Evident Operational Consequences.Evident NonOperational Consequences.ReliaSoft.4 Define the Probability of Occurrence and Corrective Maintenance Properties   Double-click the first failure mode. The effect will be categorized as 3 . select Yes to answer the first question.5.4 Step-by-Step Examples 4. On the Probability of Occurrence page. select Define the probability of occurrence for this cause to enable the rest of the settings and specify the following:  Distribution: Weibull    Beta: 1. as shown next. No to answer the second question and No to answer the last question. 4.5.3 Perform the Failure Effect Categorization   Click the FMEA tab in the Analysis panel. Tube sock failure. Double-click the FEC column to the right of the first effect description to display the logic diagram that will be used to categorize the failure effects. This effect will be categorized as 2 . Use a similar procedure to analyze the other effect.5 Eta: 2500 Gamma: 0  Distribution Units: Hour 70 http://RCM. to open the Cause Properties window.

but the particular sub-item that causes the failure runs for only 50% of the time).       Often. RCM++ 5 Training Guide 71 .5 Example 4 . Select Define Corrective Maintenance to enable the rest of the settings and then define the duration and cost for corrective maintenance:  Restoration Factor: Enter 1 to indicate that the equipment will be fully restored (i. the Total Duration per Incident will be 25 hours. Materials (Spare Name/Part Number): Enter Replacement Tube Sock ABD987-H. indicating that the downtime rate you specified in the item properties applies to this failure mode.  On the Corrective Maintenance page. you will specify the time and resources required to restore the equipment if this failure mode occurs and unplanned (corrective) maintenance is required. if the failure mode represents the failure of a sub-item and that sub-item is operated for a different duty cycle than the assembly/system it belongs to (e. Costs and Packaging The window will look like the one shown next. Task Duration: Enter 24 hours for the Delay .Maintenance Task Intervals. 7.Wait for Labor and 1 hour for the Task Duration.4. For example. you would use the sub-item’s value in cost calculations. the system runs non-stop for a year.7 Downtime Rate: Select Get from Item. rather than the system’s value. “as good as new”) after the corrective maintenance. Labor Rate: Enter 50 per Hour. Operating Time: Select Get from Item. the operating time for the failure mode is the same as the parent item’s operating time. Labor (Crew Name): Enter Filter Mtc. Note that the units that you specify for labor will also be applied to the task duration times that you enter next. Therefore.e. indicating that the operating time you specified in the item properties applies to this failure mode.g. but it may be different. Contractor.

When the process completes.418 Hours = $1. These are inputs to the Cost per Uptime.546 CMs x $2. Total Operating Cost and Average Availability calculations. a window will display the number of corrective maintenance actions and the amount of uptime projected by the simulation. The window will look like the one shown next. Therefore.  Click the Calculate icon in the Simulation Results area to start the simulation that will be used to estimate the operational cost and availability that can be expected if the dust filter operates for 1 year and no preventive maintenance is performed for this failure cause (i.670 = $9.4 Step-by-Step Examples  Cost per Incident: Enter 20 for Materials Cost and 100 for Per Incident Labor Cost.092 72 http://RCM. a run-to-failure maintenance strategy).ReliaSoft. obtained as follows: (3.467. You can see that the Downtime Cost and Time Based Labor Cost are entered automatically based on the downtime and labor rates that have already been entered and the task duration.82) / 8. Click OK to return to the Cause Properties window. which displays the calculated results:  Cost per Uptime = $1.671.670.092 per hour.e. the Total Cost per Incident will be $2.com .

the analysts use the RCM logic from the SAE guidelines and then. along with the task selection questions from the SAE analysis guidelines that are applicable for Evident Non-Operational effects. The Cost per Uptime and Average Availability calculated for a run-to-failure maintenance strategy (corrective maintenance only) are also displayed for your reference. You can use one or the other or both. obtained as follows: 3.99% 4. indicating that a scheduled discard task is feasible and worthwhile to address this issue.   Click Add to create the task.5. obtained as follows: 8. Costs and Packaging  Total Operating Cost = $9.671.  On the Cause page. they use the cost calculation method to see whether it is more economical to schedule preventive maintenance or just run to failure. since the effect of failure is not serious.5 Example 4 .82. This example uses a combination of both methods.467. Type: Discard (DS). The FEC for the effect of this failure is displayed in the middle of the window.Maintenance Task Intervals.670 = $9.4. In the Task Properties window that appears.418 Hours / 8.5 Perform Task Selection and Add a Task RCM++ offers two methods to help with maintenance task selection. First. The task type determines some of the inputs that will be available in the Task Properties window and the calculation method that will be used for the Cost per Uptime.467. enter the following information:   Task Description: Preventively replace the tube sock. Total RCM++ 5 Training Guide 73 .82  Average Availability = 98.546 CMs x $2. click the Tasks button to open the Maintenance Task Manager.99%.760 Hours (in one year) = 98.  Click the Yes/No column to the right of the third question to change the answer to Yes.

enter the following:       Materials (Spare Name/Part Number): Replacement Tube Sock ABD987-H Labor (Crew Name): Filter Mtc.  Status: Assigned The window will look like the one shown next.ReliaSoft.com .  On the PM Resources page.4 Step-by-Step Examples Operating Cost and Average Availability calculations. The available task types are based on the task selection logic that has been defined for the project. Contractor Labor Rate: 50 per Hour Task Duration: 1 Hour Restoration Factor: 1 Materials Cost: 20 74 http://RCM.

11.741.77  Total Operating Cost = $6.36% You can see that performing this task at the assigned interval represents a noticeable improvement over the run-to-failure strategy.36  Average Availability = 99.44) / 8.776 CMs. click the Calculate icon to simulate the operation of the dust filter for one year.668.704.77/hour. Costs and Packaging The window will look like the one shown next.332 PMs x $170 = $1.670 = $4.  Select Set as Assigned Interval and click OK.704.36.926. In the Simulation Results area.5 Example 4 .319 Hours / 8. The results will be as follows:    1. The Calculated Optimum Interval window will appear.332 PMs x $170 = $1. RCM++ 5 Training Guide 75 . obtained as follows: 8.319 hours Cost per Uptime = $0.Maintenance Task Intervals. obtained as follows: (1.4 hours.776 CMs x $2.760 Hours (in one year) = 99.36%.670 = $4.44) = $6668. obtained as follows: (1.704.  Return to the Task page and click the Calculate icon in the Assigned Interval area to calculate the optimum replacement time given the reliability and cost information that you have provided.332 PMs and Uptime = 8. in terms of both availability and cost.319 Hours = $0. showing that the optimum interval for replacement is calculated to be 673.741. The calculated value will be entered in the Assigned Interval area.926.4.92) + (11.776 CMs x $2.92) + (11. assuming that the tube sock will be replaced at the assigned interval.

4 Step-by-Step Examples  Click OK to finish adding the task. as shown next.  Choose Tools > Maintenance Task Packaging to open the Maintenance Task Packaging window. select the Assigned Interval option for auto-packaging criteria and enter 600 to 700 Hour. group tasks into maintenance packages for the most efficient allocation of resources. choose Tools > Re-Calculate Costs. if desired. Total Operating Cost and Average Availability results in the project. Since both tasks will bring down the system. To do this. and the interval for the “Replace seals in gearbox” task is 653.  76 http://RCM. enter Every 675 Hours.4 hours.5. choose which ones to incorporate in the final maintenance plan and. task selection has been performed and tasks have been created for the remaining failure modes in this sample analysis project. For your convenience.459 hours.ReliaSoft.  Click Add Package to open the Add Maintenance Package window. it may make sense to perform the tasks at the same time. which recalculates all of the Cost per Uptime. Finally.com . You may wish to run the cost simulations for each failure mode and task at this time. 4.6 Perform Maintenance Packaging The Maintenance Task Packaging window allows you to evaluate all of the tasks that have been proposed. then click OK to close the Maintenance Task Manager. For the maintenance package name. In the Auto-Package Criteria area. click OK to close the Cause Properties window. You can see that two of the tasks in the Tasks Not Assigned to a Package area have similar assigned intervals: The interval for the “Preventively replace the tube sock” task is 673.

the software can automatically assign individual tasks to a package with matching criteria. which will be displayed in the top panel of the Maintenance Task Packaging window.Maintenance Task Intervals. The tasks in the current project that have not been assigned to a package are displayed in the bottom panel.4. Costs and Packaging  Click OK to create the package.5 Example 4 . if you have specified auto-package criteria. You can assign a task to a maintenance package by dragging and dropping it under the selected package or by opening the Task Properties window and selecting the appropriate package from the Maintenance Package drop-down list. RCM++ 5 Training Guide 77 . as shown next. In addition.

Considering logistical factors. you will work with sample data provided for demonstration purposes. Because there are no additional logistical delays/costs for a planned replacement.ReliaSoft. The RCM analysis team is considering whether to incorporate a scheduled preventive replacement task into the maintenance plan. Close the project before proceeding with the next example. 4.1 Specify Units for Use in the Project  Choose Project > Project Properties and go to the Configurable Settings page of the Project Properties window.  Create a new project called RCM Cost Comparison and use the Standard RCM profile to set the project properties.650 each time the component must be replaced when it fails. A critical failure mode has been identified for a mechanical component and reliability analysis indicates that the failure behavior follows a Weibull distribution with beta = 2.000 miles per year.6 Example 5 . it takes 7 work days (3. downtime penalties and the actual repair resources.000 miles. 4.6.1. 4.1 Mechanical Component with Wearout Consider an RCM analysis for a large truck that is intended to operate for 120. The component will be “as good as new” after the maintenance action.3 and eta = 72. 78 http://RCM.4 Step-by-Step Examples  Click the Auto-Package Tasks button to start the process.050.500 miles of lost “production”) and costs $4. the PM task will take only 1 work day and cost $2.6.   Click Close to close the Maintenance Task Packaging window. For this example. as shown next.com . This information is not intended to be realistic.Cost and Availability Comparisons This example guides you through the process for comparing maintenance strategies based on cost and availability. The tasks that meet the auto-package criteria will be moved into the maintenenance package that you created.

enter 1 in the Multiplier column and select the new unit as the default. The first item in the system hierarchy has been added automatically and will already be selected in the System Hierarchy panel. Click Units in the navigation panel on the left side of the Modify Drop-Downs window. there will be two options for entering time values within the project. In the new row.4.000 for the Operating Time and select Mile for the Units. click OK to close the Interface Style window and then click OK to close the Project Properties window.6.    With these settings.  Click OK to close the Modify Drop-Downs window. where 1 day is equivalent to 500 miles.1. type Mile in the Unit column. In the Analysis panel.  4. as shown next. click Customize Drop-Downs to open the Modify Drop-Downs window. then click OK.Cost and Availability Comparisons  Click the Edit icon in the Interface Settings area to edit the current interface style. RCM++ 5 Training Guide 79 . click the Hour unit in the table and click Insert Row.6 Example 5 .   In the window that appears. enter 500 in the Multiplier column. On the Units page.2 Specify the Item Operating Time  Choose System Hierarchy > Item Maintainability or click the Item Maintainability icon in the Maintainability area of the item properties to open the Item Maintainability window. Mile or Day. change the item name to Truck. as shown next. Use the Delete Row button to delete all of the other units except Day.  Enter 120. For the Day unit.

g. Click Import. The FMEA Hierarchy area on the right side of the window will update to show the FMEA that is associated with the selected item. select Standard Database and then click Browse. C:\Program Files\ReliaSoft\RCM5\Training) and click Open. The Import Existing Items (Browse) window will appear. Because there is only one item in the source project’s system hierarchy. select the RCM Cost Comparison project. Click OK to continue. At the bottom of the window. it will be selected automatically in the System Hierarchy area. In the Projects area. as shown next. This option allows you to import only the records selected in the FMEA Hierarchy area.com .1.3 Import the Item’s Functional Failure Analysis  Choose System Hierarchy > Import/Export > Import Existing Items (Browse). select the Import Selected FMEA Items Only option. You will see a confirmation once the import is complete.   In the Data Source area. Close the Import Existing Items (Browse) window.rx5 file from the Training folder in your application directory (e.     Select the check box in the Description header of the FMEA Hierarchy area to select all items in the FMEA hierarchy.ReliaSoft.6.   80 http://RCM. Select the TrainingData.4 Step-by-Step Examples 4.

 Double-click the first failure mode. Mechanical component failure. functional failures.4.Cost and Availability Comparisons You can see that the functions.6 Example 5 .3 Eta: 72. as shown next.000 Units: Mile RCM++ 5 Training Guide 81 . to open the Cause Properties window and define the failure behavior as follows on the Probability of Occurrence page.      Define the probability of occurrence for this cause: Selected Distribution: Weibull Beta: 2. effects and failure modes that were defined in the existing RCM++ project have been added to the current project.

 Define the duration and cost for corrective maintenance on the Corrective Maintenance page as follows:       Define Corrective Maintenance: Selected Restoration Factor: 1 Labor Rate Units: Day Task Duration: 7 Operating Time: Get from Item Misc.ReliaSoft. Cost: 4.com .4 Step-by-Step Examples The window will look like the one shown next.650 82 http://RCM.

assuming that the mechanical component will be run to failure. In the Task Properties window.100 miles Cost per Uptime = 0.93%   On the Cause page.  Click the Calculate icon to simulate the operation of the truck for one year. Click Add to add a task. define the planned replacement maintenance strategy as follows:  Task Page    Task Description: Preventive replacement Type: Repair/Replace (RR) Status: Proposed RCM++ 5 Training Guide 83 .6 Example 5 .425 CMs and Uptime = 115.626.25 Average Availability = 95.Cost and Availability Comparisons The window will look like the one shown next.4. The results will be as follows:     1.058 per mile Total Operating Cost = 6. click the Tasks button to open the Maintenance Task Manager.

 PM Resources Page     Labor Rate Units: Day Task Duration: 1 Restoration Factor: 1 Misc. Cost: 2.4 Step-by-Step Examples The window will look like the one shown next.com .ReliaSoft.050 84 http://RCM.

 Click OK to finish adding the task and close the Task Properties window. On the Task page.    Select Do Not Use and click OK. RCM++ 5 Training Guide 85 .4. assuming that the mechanical component will be replaced every 60. then click OK to close the Maintenance Task Manager window and click OK to close the Cause Properties window.000 for the Assigned Interval.  On the Task page.Cost and Availability Comparisons The window will look like the one shown next.330 miles. showing that the optimum interval for replacement is calculated to be 60. In the Simulation Results area.188.000 miles. click the Calculate icon to simulate the operation of the truck for one year.6 Example 5 .95 Average Availability = 96.787 PMs and Uptime = 116. The Calculated Optimum Interval window will appear.87% The analysis indicates that the scheduled replacement strategy provides both lower cost and better availability than run-to-failure.200 miles Cost per Uptime = 0.984 CMs and 0. The differences between the two strategies will be even greater when applied to an entire fleet of trucks over multiple years of operation. enter 60.05 per mile Total Operating Cost = 6. click the Calculate icon in the Assigned Interval area to calculate the optimum replacement time given the reliability and cost information that you have provided. The results will be as follows:     0.

2 Electrical Component with Infant Mortality Another critical failure mode has been identified for an electrical component of the truck. The analysis team is considering a planned replacement for this component at 60. This follows a Weibull distribution with beta = .000 Units: Mile The window will look like the one shown next. the CM downtime is 4 work days.76 Eta: 100.800.   Open the Cause Properties window for the “Electrical component failure” failure mode.000 miles.com . For this failure mode.000 miles to coincide with the PM for the mechanical component.200 and there would be no additional PM downtime because the equipment is already down for the other maintenance task. the CM cost is $2.  Define the duration and cost for corrective maintenance on the Corrective Maintenance page as follows:     Define Corrective Maintenance: Selected Restoration Factor: 1 Labor Rate Units: Day Task Duration: 4 86 http://RCM.6. Define the failure behavior as follows on the Probability of Occurrence page.      Define the probability of occurrence for this cause: Selected Distribution: Weibull Beta: 0.ReliaSoft.4 Step-by-Step Examples 4.76 and eta = 100. the PM cost would be $1.

click the Tasks button to open the Maintenance Task Manager.800. In the Task Properties window.  Click the Calculate icon to simulate the operation of the truck for one year.01%   On the Cause page.000 Mile RCM++ 5 Training Guide 87 .600 miles Cost per Uptime = 0. assuming that the mechanical component will be run to failure.4.374. Cost: 2.Cost and Availability Comparisons   Operating Time: Get from Item Misc.205 CMs and Uptime = 117.029 per mile Total Operating Cost = 3.00 The window will look like the one shown next.00 Average Availability = 98. Click Add to add a task. The results will be as follows:     1.6 Example 5 . define the planned replacement maintenance strategy as follows:  Task Page     Task Description: Preventive replacement Type: Repair/Replace (RR) Status: Proposed Assigned Interval: 60.

 PM Resources Page   Restoration Factor: 1 Misc. Cost: 1.200 88 http://RCM.ReliaSoft.com .4 Step-by-Step Examples The window will look like the one shown next.

7 Example 6 .Integration with BlockSim via XML The window will look like the one shown next. For this example.300 miles Cost per Uptime = 0.4.71% In this case. This example guides you through the process of exporting items from an RCM++ project to an XML file that can be opened with BlockSim. this indicates that the equipment does not experience wearout and there is no optimum preventive replacement time.  Calculate the results.  4.04 per mile Total Operating Cost = 4. In fact. you will work with a sample database that has been prepared by ReliaSoft. Close the project and proceed to the next example. which contains sample data related to imaginary products. the analysis indicates that a run-to-failure maintenance strategy will be more cost-effective and provide better availability than scheduled replacement.7 Example 6 . The team could repeat the analysis for other maintenance intervals and would always determine that run-to-failure is more cost-effective.80 Average Availability = 97. RCM++ 5 Training Guide 89 .934.387 CMs and 0. which are:     1.Integration with BlockSim via XML RCM++ provides integration with ReliaSoft's BlockSim system reliability.876 PMs and Uptime = 117.  Click OK to finish adding the task and close the Task Properties window. maintainability and availability analysis software. since the beta parameter of the failure distribution is less than 1. You can generate blocks and diagrams in BlockSim based on the system configuration and reliability information that you have defined in RCM++. This information is not intended to be realistic. then click OK to close the Maintenance Task Manager window and click OK to close the Cause Properties window.

90 http://RCM. select Standard Database and then click Browse.1 Import a Project  Choose Project > Import Projects to open the Import Projects window. which allows you to import a project from another RCM++ 5 database. Double-click the project name. Select the TrainingData.com .8 4.g.     You can take some time now to examine the system configuration that has been defined for this project. the project will appear in the Project Explorer.7. Select the Export to XML project and click OK to import it to the current database. You may want to view the reliability characteristics and other properties that have been defined for the items. C:\Program Files\ReliaSoft\RCM5\Training) and click Open. You will notice that probability of occurrence characteristics have been defined for the cause associated with the last item. to open it. This information will also be transferred to BlockSim. 8.4 Step-by-Step Examples Note: BlockSim 6 or newer is required to perform this example. The Project window will look like the one shown next. When the import is complete. Export to XML. In the Import From area of the Import Projects window. The projects in the selected database will be displayed in the table.ReliaSoft. The example illustrated in this section was created using BlockSim 7.rx5 file from the Training folder in your application directory (e.

Note the location where the file will be saved.    To do this. In BlockSim. click OK.xml) that is accessible by the BlockSim software.xml” that you just created in RCM++ and click Open. accept the default filename.4. In the window that appears. leave the RCM++ database open and activate the BlockSim software.   Locate and select the XML file called “Export to XML.Integration with BlockSim via XML 4.7. select Export as RBD and click OK. When the window appears to inform you that the XML file has been created successfully.7. choose to open an existing project.3 Open the XML File in BlockSim  When the export to XML is complete. Export to XML.2 Export Project from RCM++ The next step is to export the system configuration that has been defined in RCM++ to an XML file (*. RCM++ 5 Training Guide 91 . Select XML Files (*.xml) from the Files of type menu.7 Example 6 .xml). as shown next.  4. choose Project > Export XML Project. and click Save to transfer the data to an XML file (*.

a system from RCM++ will be represented by a diagram that consists of subdiagrams or blocks for every associated sub-item and cause.9  To demonstrate this. as shown next.2.4 Step-by-Step Examples  BlockSim will create a project that contains diagrams and blocks to represent the system configuration and probability data that was defined in RCM++. This Diagram Sheet represents the System B top level (system) item from the RCM++ configuration. subdiagrams and blocks. The diagram contains two subdiagram blocks to represent the two subsystems in the next level of the configuration.1 and Subsystem B. Subsystem B. 92 http://RCM. The system configuration and probability data from RCM++ are represented in BlockSim with diagrams.ReliaSoft. 9.com . For example. If you had selected Export as Fault Tree during the export process. as shown next. the data would be represented in a fault tree format. open the Diagram Sheet called System B by double-clicking its name in the Project Explorer.

as shown next.2 Diagram Sheet will appear.2. two blocks to represent the Component B.2 block and select Open Subdiagram from the shortcut menu.2 and Component B.  Now double-click the Component B.2.1.2. RCM++ 5 Training Guide 93 .2. which contains a subdiagram block to represent Subsubsystem B.7 Example 6 .2.  In addition.4. the text that was entered into the Item Description field in the RCM++ item properties is displayed on the Comments & Attachments page of the General tab in the Block Properties window. The Subsystem B. In the Block Properties window.2 block to open the Block Properties window for that item. click the Reliability tab. you can see that the reliability properties for the block have been defined based on the information defined in RCM++. On the Failure Distribution page of the Reliability tab. as shown next.3 items and a subdiagram block to represent Component B.4 and its associated failure mode.Integration with BlockSim via XML  Right-click the Subsystem B.

4 Step-by-Step Examples  Close the Block Properties window for Component B.1 Import an Existing Project  Choose Project > Import Projects and import the Data for Change Log project from the TrainingData. This diagram contains one block to represent the cause that has been defined for Component B.4 subdiagram block.com . 4. Close the project and proceed to the next example. When the import is complete. subdiagram blocks and blocks in BlockSim. 4.g.2. you will work with a sample database that has been prepared by ReliaSoft.2. Sample data sets are not intended to be realistic. which contains sample data related to imaginary products. If desired.rx5 database in the Training folder in your application directory (e.   4. This is necessary because BlockSim assumes that all time values have the same units. C:\Program Files\ReliaSoft\RCM5\Training).4 Close BlockSim  When you are finished investigating the diagrams.2.Using Change Logs This example allows you to experiment with RCM++'s Change Log feature and guides you through the process to create and manage versions of an RCM++ database. you can save the BlockSim project. exit the BlockSim application by choosing File > Exit from the File menu.8 Example 7 . the time-based parameters (e. Return to the RCM++ application.2 by clicking OK and open the diagram linked to the Component B. 94 http://RCM. For this example.8. eta for Weibull) are converted to the default unit for the project.g. Please note that when the probability of occurrence information for the failure mode is transferred to BlockSim.4 in the original RCM++ project.ReliaSoft.7. the project will appear in the Project Explorer.

8.1 in the System Hierarchy panel and click the FMEA tab in the Analysis panel.Using Change Logs  Open the imported project.8 Example 7 .2 Activate a Change Log  Select Component A. RCM++ 5 Training Guide 95 .1. the Project window will look like the one shown next.1.4. With System A selected. 4.

there must be a Revision currently in progress in order to make changes. The Version Details window will appear. You will see in the Version History table that the only version of the analysis currently in existence is the original version. Click Yes to continue. 0. so the Major and Minor options are not available. Click OK to return to the FMEA Change Log window.com . 96 http://RCM. You will see that the new Revision now appears in the Version History table. as shown next.g. this ensures that no further changes can be made to the analysis until the user(s) designated as approvers have “signed off” on the most recent Revision. Enter Revision 1 in the Version Label field.  10.g. by selecting Require Reason for Change in the FMEA Change Log window. Note that you can configure a Revision to require a reason for every change made. For more information about the revision tracking and management features.4 Step-by-Step Examples  Choose FMEA > Activate Change Log. The FMEA Change Log window will appear. 1. the analysis will be locked. It is also possible to require electronic approval when each Revision is ended. Once a Revision is in progress.0) instead of a minor revision (e.3 Start a New Revision  Click Start Revision to begin a new Revision. refer to the RCM++ User’s Guide.1).10 4.8.ReliaSoft. You will see a warning notifying you that activating a Change Log for this item will mean that users can only make changes to the analysis when a Revision is in progress. Now that you have activated a Change Log for this system. The first new Revision will always be a major revision to the original version (e. if no Revision is in progress. if desired. all changes made to the analysis will be logged.

This icon indicates that a Change Log is active for the item’s FMEA.  In the FMEA tab in the Analysis panel. 4.1 has changed. and that a Revision is currently open. this is because no changes have yet been made to the effect.1.8 Example 7 .4.  Click the Categorization button to open the Failure Effect Categorization window.4 Make Changes to the Analysis The Change Log tracks all changes made to the FMEA associated with the selected item. you will now make a few changes. as shown next. double-click Effect A to open the Effect Properties window. You will notice that the Change Log icon at the bottom of the window is unavailable. In the System Hierarchy panel.Using Change Logs  Click Close to return to the Project window. To see this process. RCM++ 5 Training Guide 97 . you will see that the icon in the FMEA column for Component A.1.8.

4 Step-by-Step Examples  Select Yes to answer the first question.  Click the icon to open the Record Change Log window.  Click OK to save your changes in the Effect Properties window. 98 http://RCM.Evident Operational.com . Click OK to save your changes.  Click Close to return to the Effect Properties window. then re-open the Effect Properties window for Effect A. You can see that the change you made is listed in the Record Change Log window. The effect will be categorized as EO . No to answer the second question and Yes to answer the last question. You will see that the Change Log icon has become active. as shown next.ReliaSoft. as shown next.

Click Yes to proceed. 4.5 End the Revision  Choose FMEA > View FMEA Change Log.1 has changed again. as shown next.4. as shown next. You will see a warning that users will not be able to make changes to the current version of the analysis unless the Revision is re-opened. RCM++ 5 Training Guide 99 . In the FMEA Change Log window that appears. you will see that the icon in the FMEA column for Component A.  In the System Hierarchy panel. 4.8 Example 7 .1. but that no Revision is currently open. Close the FMEA Change Log window.8. you will see that the change you made to the analysis is listed in the Change Log table.6 Track More Changes in Another Revision  Repeat the steps given above to start a new major Revision called Revision 2.  Click End Revision. This icon indicates that a Change Log is active for the item’s FMEA.1.Using Change Logs  Click OK to close the Effect Properties window.8.

You can use the filters below the table to specify criteria for which changes are 100 http://RCM. Choose FMEA > View FMEA Change Log.4 Step-by-Step Examples  In the Analysis panel.      Click OK to add the task then click OK to close the Maintenance Task Manager window. In the Task Properties window. as shown next. In the FMEA Change Log window. double-click the Tasks node associated with Cause A under Effect A to open the Maintenance Task Manager window.ReliaSoft. You will notice that only the changes from the most recent Revision are currently displayed in the Change Log table.com . Click the Add button to add a task. enter New Task for the name and select Service (S) as the Type. click End Revision.

Only changes of type Edit from both Revisions are displayed. For example. All of the changes from both Revisions are now displayed. choose All in the Revision field. RCM++ 5 Training Guide 101 .Using Change Logs displayed. as shown next.8 Example 7 . as shown next.4.  Then choose Edit in the Change Type field.

name the file Change Log and click Save.rx5) is currently open. the options in dropdown lists. This library will contain one or more profiles that can be used to set all of the configurable settings for a particular type of analysis. When you have finished viewing the report. not linked. It is important to note that the settings are copied from the active library to each project. In the Save File As window that appears. the task types used for maintenance tasks and other analysis preferences) are stored in the database together with the data for each project.4 Step-by-Step Examples 4. Once the spreadsheet has been exported. These settings can be copied from the library to a particular project at any time.com . If you want your changes to apply to a particular project only. NOTE: If a Standard database (*.7 Export Change Log Information You can export the information from either the Version History table or the Change Log table to Microsoft Excel. RCM++ allows authorized users to use the Profiles/Libraries Manager to manage predefined sets of configurable settings in a library. close the FMEA Change Log window and then close the project. it is recommended that you edit the project settings directly via the Configurable Settings page of the Project Properties.Using Profiles/Libraries for Configurable Settings All of the analysis settings that can be configured in RCM++ (including the data fields. the settings for existing projects will not be updated automatically. 102 http://RCM. the changes will update the current project only and the profile that was used to define the settings originally will be unchanged. the exported data will correspond to the filtered data shown in the Change Log table). you can easily apply the latest settings to an existing project by opening the Project Properties and choosing the profile again from the drop-down list. See Section 4. you might have one profile for FMEAs and another profile for RCMs. it is recommended that you edit the active library (either via the Profiles/Libraries Manager or via the General page of the Project Properties) and then re-apply the profile to any existing projects that need to be updated.   4. RCM++ will generate a spreadsheet of the current Change Log view. close Microsoft Excel. the changes will update the active library and also update the current project.ReliaSoft. If you change a predefined profile in the active library. This can be a file on your own computer or a shared file in a network location that other RCM++ users can edit also.9 Example 8 .lb5) that has been specified at the top of the Profiles/Libraries Manager window. if you want your changes to apply to all future projects. For example. If you edit individual settings from the Configurable Settings page of the Project Properties.6 on page 113. However. the active library is stored within the Enterprise database itself and the ability to edit this library is restricted to authorized users only. it will open automatically in Microsoft Excel. You also have the option to edit settings from within the Project Properties window.  Click Export Change Log to export the current contents of the Change Log table to Excel (note that because you have filtered the change records that are displayed.8. if desired. If an Enterprise database (SQL Server or Oracle) is currently open.9. Therefore. If you edit the profile from the General page. The simplest way to set the properties for a particular project is to choose a profile from a drop-down list on the General Page of the Project Properties. the active library is the separate Standard library file (*.

A window like the one shown next will be displayed.1 Open the Profiles/Libraries Manager  To open RCM++'s Profiles/Libraries Manager. select Interface in the navigation panel on the left side of the Profiles/Libraries Manager. Local Effect. NOTE: If you are using an Enterprise database to work through these examples but you do not have the permissions necessary to edit the library data. you can create a new Standard database and practice in the Standard library. the method of risk assessment.9 Example 8 . 4. RCM++ 5 Training Guide 103 .9. then you can define the interface style to enable/display all three fields. choose Tools > Profiles/Libraries Manager. For example. 4. The Interface page shows a list of existing interface styles in the active library. Next Level Effect and End Effect).Using Profiles/Libraries for Configurable Settings This example allows you to experiment with RCM++'s profiles and libraries functionality and guides you through the process to create your own custom libraries and profile. then you can define the interface style to enable/display only one field and rename the field to be called “Effect Description” or whatever terminology is appropriate for your application.g. which can be applied to the projects that you create in RCM++.4.9.2 Create a Custom Interface Style As the previous examples in this Training Guide have demonstrated. This window allows you to manage the configurable settings that are currently available to apply to new or existing projects. the order of worksheet columns and other configurable settings. if your organization captures three levels of effect description (e. If not.  To create your own custom interface style. an interface style is a set of instructions that determine the data fields that will be enabled/displayed in the RCM++ interface and report output.

you can start with the default settings for a new interface style and skip ahead to the next section. If you use an Enterprise library. If you use a Standard library. you will need to enter the server and database names or the Oracle values. as shown next. You can choose to select the style from a Standard library or an Enterprise library.4 Step-by-Step Examples  Click Add to open the Add Interface Style window. follow the steps described in this section. If this does not apply to you. you can copy the style and modify it as necessary to define the new custom style. click Copy Existing and then select the style from the Select Interface Style window that is displayed. 104 http://RCM.lb5) to choose from.  To set the properties in your new style automatically based on the properties of an existing style.1 Copying an Existing Style Note that if there is an existing interface style that comes close to meeting your particular needs.2. If you want to create your new interface style based on an existing one.com .9. 4.ReliaSoft. you can select the style from the current library or click Browse to specify a different library file (*.

You also have the option to set the order of the columns for the worksheet view. such as the name of your company and perhaps the type of analysis that the style is appropriate for (e. for drop-down lists. 4. Enabled fields are shown in bold text.9. Editing drop-downs is presented later in this section. 4.9 Example 8 . control plans. what it will be called in the interface and reports for projects that use this interface style. You will see all of the properties that are available for task records in a table with five columns:  Property: Contains a list of all properties (data fields) that are available in RCM++ for task records. Determine whether each field will be displayed and. Enabled: Contains an indication of whether or not each property (field) will be enabled/displayed in the interface and report output. RCMs/FMEAs. You can change this by clicking inside the cell and adding or editing the text.Using Profiles/Libraries for Configurable Settings  Click OK to update the settings for the new interface style you are creating with the settings from the existing style. Type: Indicates the type of data contained in each property field (text. “ReliaSoft RCM”).2 Name and Description  In the Name field. RCM++ 5 Training Guide 105 . date. DVP&Rs and DRBFMs. an Edit icon is available. type a name for the new interface style that will be meaningful to you.  If desired.4. you can determine which fields will be enabled/displayed in the interface and reports when this style is applied to the project. For example.g. what the fields will be called. the tooltip for each field (if any) and. if so. the character limit is shown in parentheses. select Tasks under the RCM/FMEA heading.3 Customize the Settings For item properties. risk assessment. You can set this to Yes or No by clicking inside the cell to toggle the selection. This name must be unique among the interface styles that have been created in the active library. For drop-down lists. to modify the RCM/FMEA settings:  In the navigation panel.9. Fields that cannot be disabled are marked with an asterisk in this column. You cannot change the information in this column. the options available in the list.2. Tooltip: Contains the tooltip that will be displayed when you point to each property’s header in the worksheet (if applicable). You can change this name by clicking inside the cell and editing the text. Display Name: Contains the name that will be used within the interface and report output to identify each property.2.      Take some time now to review the fields that are available for each type of record. type a more detailed description of the purpose in the Description field. For text fields. You can use these settings as a starting point and modify them as necessary to meet the specific needs that will be addressed by the new style. number or drop-down).

click the Edit icon in the Type column for that property.ReliaSoft.4 Step-by-Step Examples  For example. if you want to use the “Materials (Spare Name/Part Number)” field for task records but you want to call the field “Materials: Name and PN. 106 http://RCM. as shown next.  If you want to change the options available for selection in the Status field.” set the Enabled column to Yes for that property and enter the desired text in the Display Name column.com . as shown next. The Modify Drop-downs window will appear.

Click Insert Row to add a blank row above the currently selected row. you will notice that certain pages have additional options. 11. Populating this row will cause another blank row to be added. If this option is not selected. located above the table. with the placement determined by the control type that has been assigned to each record. The Enable Controls for Causes option. A description is considered to be a match if the specified text (i. allows you to define controls in projects that use this interface style. Use the Move Up and Move Down buttons to arrange the options in the desired order.” etc.Using Profiles/Libraries for Configurable Settings You can edit the existing text or type new text in the blank row at the bottom. If you select One Column. then the control descriptions will be displayed in two columns. NOTE: Clearing the Enable Actions for Causes option on the Actions page will have a similar effect for actions.” “preventative.11 As you review the properties available for each record type in the FMEA.9 Example 8 . For example. Click Delete Row to delete the currently selected row. You RCM++ 5 Training Guide 107 . the Controls page is shown next. any selections that have been made in the table below will be ignored by RCM++ because the Controls functionality will not be available in the project. The Number of Controls Columns in Worksheet View area allows you to specify whether control descriptions will be displayed in one or two columns in the worksheet view and the FMEA Spreadsheet reports. then all control descriptions will be displayed in the same column with a second column used to set/display the control type.” “preventive. click OK to return to the Add Interface Style window. Edit as many of the drop-downs as necessary before clicking OK to return to the Add Interface Style window. If the control type assigned to the record matches the text specified in this area. then the description will appear in the Prevention column. When you have finished making changes. Otherwise.).e.g. The Modify Drop-Downs window will have a navigation panel on the left side that allows you to choose the drop-down field to edit. also can edit drop-downs for all of the drop-down fields enabled in the interface style by clicking the Customize Drop-Downs button at the bottom of the Add Interface Style window.4. “prevention. the description will appear in the Detection column. “Prev” by default) appears anywhere within the control type (e. If you select Two Columns.

which can be applied to the projects that you create in RCM++.2.4 Step-by-Step Examples The final page in the RCM/FMEA section. 4 or 5 text boxes to allow you to type the questions that will appear in the logic diagram.9. Click Add to open the Failure Effect Categorization Logic window. The following options are available when defining an FEC logic:  Logic Tree Configuration: Allows you to specify whether your logic diagram will have 3 questions and 4 categories.3 Create a Custom FEC Logic The failure effect categorization logics are predefined sets of questions and categories that can be used to evaluate the effects of failure in an RCM analysis.ReliaSoft.1). allows you to specify the order in which the columns will appear in the worksheet view. you must also specify whether the last question occurs in the yes (left) branch or no (right) branch.  Click OK to add the new interface style and close the Add Interface Style window.  This window also provides the ability to copy the properties of an existing logic into the new logic and requires a unique name for the scale (as described for interface styles in Section 4. 4. To move an item up or down in the list (i.  108 http://RCM. Questions: Depending on your selection for the Logic Tree Configuration. Worksheet Columns.9. For 5 category diagrams. respectively.  To create your own custom FEC logic. the window displays 3. 4 questions and 5 categories or 5 questions and 6 categories. The FEC Logic page shows a list of existing logics in the active library. select FEC Logic in the navigation panel on the left side of the Profiles/Libraries Manager.com . select the item and either drag it to the desired location or use the up and down arrows at the right. The columns listed on this page correspond to the fields that are enabled for the FMEA in the interface style. in the worksheet). to the left or to the right.e.

They also determine the options in the Type drop-down list in the Task Properties window.  To create your own custom task selection logic.9 Example 8 . To define a task selection logic. enter a name (required) and short description (optional). The window shown next provides an example of what your screen might look like as you add entries to the new custom FEC logic. then do the following: RCM++ 5 Training Guide 109 .Using Profiles/Libraries for Configurable Settings  Categories: Depending on your selection for the Logic Tree Configuration. The appearance will vary. you can follow a similar procedure to define custom settings for other RCM analysis logics and Risk Priority Number (RPN) rating scales. the window displays 4. which can be applied to the projects that you create in RCM++. along with their short abbreviations. 5 or 6 sets of text boxes at the bottom of the tree to allow you to type the categories that will appear in the logic diagram. click OK to save the changes and add the new custom settings to the list of available FEC logics.9.1).4 Create a Custom Task Selection Logic Task selection logics determine the questions that will be displayed in the Maintenance Task Manager window for each cause record within the project.9. If desired. The features in each window are different to accommodate the specific requirements of the settings that you are defining. 4. of course. Click Add to open the Maintenance Task Selection Logic window.  When you have fully defined the FEC logic. The Task Logic page shows a list of existing logics in the active library. based on the information that is appropriate to your particular needs.2.4.  This window also provides the ability to copy the properties of an existing logic into the new logic and requires a unique name for the scale (as described for interface styles in Section 4. select Task Logic in the navigation panel on the left side of the Profiles/Libraries Manager.

then you would choose the first option and define a single set of questions. if you want to consider different types of maintenance tasks depending on how you have categorized the failure effects. Task Type and Abbreviation: These two columns display the type of maintenance task that will be appropriate if the user answers “yes” to this question. For example. On Condition Inspection: For a maintenance strategy in which the item will be inspected at specified intervals to determine whether it is about to fail.   Use the table to define the task selection questions:    #: Displays the numeric or alphanumeric label used to identify the question. if you have specified that the FEC logic that goes with this task selection logic has 4 categories. Cost Calculation: Displays the cost calculation method that will be applied for the specified task type.      110 http://RCM. If you choose to define different questions for each FEC:   Use the first drop-down list to specify the number of categories in the FEC logic that this task selection logic is planned to be used with (i. this drop-down list allows you to display each of the 4 categories and define task selection questions that will be applicable when an effect is marked as belonging to that category.g. This triggers corrective maintenance if the item is found failed and is appropriate for hidden failures only. the software will update the Abbreviation and Cost Calculation columns automatically. 4 categories. lubrication) that may restore the equipment to a less significant degree than repair/replacement. Failure Finding Inspection: For maintenance tasks that inspect the item at a specified interval to determine whether it has failed.ReliaSoft. One Time: For a task that will be performed a single time (e. if the FEC logic that you defined in the previous section has 4 categories and you plan to use it in conjunction with the task selection logic that you are currently defining. a preventive maintenance action will be initiated. “as good as new” or some condition that approaches that state).e.g. When you click inside these columns. you must choose 4 categories in this drop-down list. Repair/Replace: For maintenance tasks that will significantly restore the item via repair or replacement (e.g. the drop-down lists display the task type labels and abbreviations that have been defined already in the current library.4 Step-by-Step Examples  Specify whether there will be a single set of questions that does not vary based on the categorization of the associated effect (Same Questions for All FEC) or a separate set of questions for each FEC that could be assigned (Specific Questions for Each FEC in Selected Logic). 5 categories or 6 categories). You cannot choose to use a FEC logic and a task selection logic together if their numbers of categories do not correspond. If you always want to consider the same types of maintenance tasks regardless of the consequences of failure. Each unique task type is identified by a label and an abbreviation. For example. The options are as follows:   None: The cost calculation functionality will not be enabled for tasks that have been assigned to this type. However. Use the second drop-down list (labeled “FEC”) to choose which set of questions will be currently displayed in the table. The task type that has been assigned to each particular task record will determine the input requirements that are displayed in the Task Properties window and the calculation method that will be applied.com . Question: Displays the question. an up-front investment to redesign the equipment). If you choose an existing type from the drop-down list in the Task Type column. If the item is found to be within the specified failure detection threshold. Service: For maintenance tasks that provide some service to the item (e. The software offers five different methods for estimating the cost/availability associated with a particular maintenance task. then you would choose the second option and define a separate set of questions for each FEC.

4.9. rating scales and other configurable options for the projects that you create and manage with RCM++. if desired. RCM++ 5 Training Guide 111 . You also will notice that you can use the Add and Edit icons in this field to add or edit interface styles directly from here.9. Click Add to open the Add Profile window. click OK to save the changes and add the new custom settings to the list of available task selection logics.9 Example 8 . select the custom interface style that you created in Section 4. Use the Move Up and Move Down buttons to arrange the options in the desired order. Click Insert Row to add a blank row above the currently selected row.2 from the Interface Style drop-down list. This page displays a list of existing profiles.Using Profiles/Libraries for Configurable Settings Click Delete Row to delete the currently selected row.4. On the General tab. select the the rating scales to be used for any RPN calculations that may be performed in the project. begin by clicking Profiles in the navigation panel of the Profiles/ Libraries Manager.  To create your own custom profile. profiles provide a quick and easy way for you to assign the interface style.5 Create a Custom Profile As the previous examples in this Training Guide have demonstrated.     Next. type a more detailed text description for Description.  When you have fully defined the task selection logic. Type a unique name for Name and.

4 Step-by-Step Examples  Click the Risk Discovery tab to view and/or change the questions and ratings that are used for equipment selection in projects using this profile. including the custom FEC logic that you created in Section 4.3 and the custom task selection logic that you created in 112 http://RCM. click the Tasks tab and select the logics that will be applied to the project.ReliaSoft.  Now.com .9.

 As you can see. you also can modify the project properties directly within a project. C:\Program Files\ReliaSoft\RCM5\Training). When you apply this profile to a new or existing project.4.  Choose Project > Import Projects and import the Sample Project project from the TrainingData.9 Example 8 . Keep in mind that the number of categories specified in the task selection logic must match the number of categories used in the FEC logic.  4. click OK to create the new profile.9. In the Project Explorer.  When you have made all selections.g.4. suppose that all of the properties from the Standard FMEA profile are appropriate for the project except that you would like to choose a different set of risk discovery questions for equipment selection and make a few adjustments to the interface style.6 Modify Project Properties Directly Within the Project Although the previous examples in this Training Guide have always set the project properties automatically with a predefined profile. Click Close to close the Profiles/Libraries Manager.9. the properties for this project originally were set based on the Standard RCM profile that is shipped with RCM++. These changes apply to the project only and have no direct effect on the profile and libraries that were used to set the project properties originally.Using Profiles/Libraries for Configurable Settings Section 4. For this example. click the Sample Project project and then choose Project > Project Properties. the interface style. RCM++ 5 Training Guide 113 . rating scales and risk discovery questions and/or ratings used within the project will be updated automatically to fit the custom preferences that you have predefined.rx5 database in the Training folder in your application directory (e.

For this example. called End Effect. click the Configurable Settings tab. The Labor (Crew Name) field for tasks will be called “Crew Number.ReliaSoft. click the Edit button in the Interface Style field to open the Edit Project Interface Style window. as shown next.com . Next Level Effect and Local Effect.” Users will be able to enter three levels of effect descriptions. suppose that the interface style defined for this project is acceptable except for the following:    Users will not be able to enter an alternate part number for item records.  Next. 114 http://RCM.4 Step-by-Step Examples  To change the risk discovery questions assigned to this project. choose the RAC set of questions in the Risk Discovery Questions dropdown list. On the Configurable Settings page.

 Next. as shown next. Click inside the Display Name column for the Labor (Crew Name) property. Click inside the Enabled column in the row for the Alternate Part Number property and set the value to No. Edit the text to set the label as Crew Number.Using Profiles/Libraries for Configurable Settings To make these changes.4. do the following:  Go to the Item page of the window by clicking Properties under the Item heading in the navigation panel. as shown next. click Tasks under the FMEA heading in the navigation panel. RCM++ 5 Training Guide 115 .9 Example 8 .

In addition.9.7 Create a Profile in the Library Based on Project Properties  The changes that you have made to the interface style will be applied to the current project when you click OK in the Project Properties window.4 Step-by-Step Examples  Finally. click the Send Settings to Library button in the lower left corner of the Configurable Settings page of the Project Properties window.com . You will see a notification that the settings have successfully been added to the library. as shown next.ReliaSoft. Click OK to continue. The Select Profile Name and Description window will appear. if you want to save the modified interface style to a new profile in your library so that it will be available to apply to the projects that you create and modify in the future. click Effects under the FMEA heading in the navigation panel and change the display name of the End Effect Description property to End Effect.  116 http://RCM.   Click OK to add the modified interface style to the library for future re-use. Type a name (required) and description (optional) for the new profile that will be added to the library. then enable the Next Level Effect Description and Local Effect Description properties. click OK to apply the modified interface style to the current project and close the Project Properties window. 4. as shown next. Now.  Click OK to accept your changes.

2. See Section 4. you can also package the maintenance tasks that have been assigned.2. 4.5. See Section 4.6 on page 59.2 on page 40. Item Reliability and Maintainability: If applicable. Functions. RCM++ 5 Training Guide 117 .9 on page 51.12 on page 34. If desired.4 on page 42. See Section 4. See Section 4.8 on page 49.3 on page 40.4. See Section 4. See Section 4.Perform Your Own RCM Analysis  Close the project and the database before proceeding with the next example. If applicable. Address the appropriate issues and use the Check Analysis utility to confirm that the issues have been resolved. functional failures. you will perform those steps that are applicable to your particular analysis requirements. Maintenance Task Selection and Definition: If applicable.10 Example 9 .2.9. Effects and Failure Modes: For each item that you want to analyze.2. pie charts and matrix charts based on the information within the project.5 on page 42 through Section 4. All instructions for this example are very general and the appearance of the windows will vary depending on your particular processes and information. For this example. Failure Effect Categorization: If applicable. 4. perform the Failure Effect Categorization for each effect that has been identified in your RCM analysis.5.6 on page 76. See Section 3.5.wmf) that can be used in other applications.2.10. define functions. See Section 4. if performed. Items: Create one or more items in the system hierarchy for the project.   Database: Create a Standard database.9 on page 28. Functional Failure Analysis: Add a functional failure analysis (FMEA) for the item(s) of interest in your analysis.4 on page 15.2 on page 69. Functional Failures.1 on page 39. See Section 3.           If desired. including all relevant properties.5.2.10 Example 9 . See Section 3. quantitative criticality analyses and maintenance task cost calculations.1 Overview of Basic Analysis Steps The basic steps required to perform your own analyses are presented next. define the reliability and maintainability characteristics for the item(s) in your analysis. use the Selection Questions or Criticality Factors method to identify the equipment that will be analyzed with RCM techniques. See Section 4. effects and failure modes. See Section 4. This information will be used in item properties reports. The example will help you to focus your new skills toward performing a real analysis that will be of interest to you and your organization. use the Task Selection logic and/or maintenance task cost comparisons to select and define the maintenance tasks that will be applicable and effective for your RCM analysis. Specific instructions for performing each of these actions have been included within the previous examples of this training guide and/ or in the RCM++ User’s Guide.5. use the custom profile that you created in Example 9 to quickly set the project properties. Graphical Plots and Charts: Use the Plot Viewer utility to create a variety of pareto (bar) charts. Check Analysis: Use the Check Analysis utility to identify any possible discrepancies and/or omissions within the project. See Section 4.3. It has been designed to bring together all of the techniques that you have practiced by working through the examples in this training guide.Perform Your Own RCM Analysis This example guides you through the steps to perform an RCM analysis for one of your own products or processes. Project: Create a project with the appropriate properties to fit the requirements of your analysis. copy/paste the chart information into separate report documents and/or save the chart graphics as Windows metafiles (*. Equipment Selection: If applicable.2.5 on page 111.

See Section 3.com. If you would like to share your analysis.2 Share Your Experience If the analysis that you have prepared for this example contains non-proprietary and non-confidential information and you would like to share your work with other users who are learning the features of ReliaSoft's RCM++.ReliaSoft.com . 118 http://RCM.4 Step-by-Step Examples  Reports: Generate a variety of reports for the information contained within the project in Microsoft Word and/or Excel.11 on page 33.5. 4. we invite you to send the database file to ReliaSoft Corporation for possible inclusion among the example files shipped with RCM++. please contact us via e-mail at RCM@ReliaSoft.10.

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