Creating RCM templates

The reliability manager can maintain templates for RCM on this screen. Both the RCM structure and failure mode mitigation strategies can be pre-defined on this screen. Templates created here are under revision control and approved tempaltes can be imported to the equipment screens or to other templates.

  1. Select Equipment > Setup > RCM Templates.
  2. Click New Record.
  3. Specify this information:
    RCM Template
    Specify the name of the RCM template and a description for the template.
    Status
    Specify the status of the RCM template.
    Class
    Specify the class associatedw ith the RCM template.
    RCM Project
    Specify the RCM project associated with the template.
    RCM Level
    Specify the RCM level associated with the template.
    Criticality
    Specify the criticality associated with the template. Use this indicator to filter templates that are relevant for certain equipment.
    Date Review Required
    Specify the required review date.
    Out of Service
    Select this check box to indicate this RCM template is no longer being used.
  4. Click Save.
  5. Optionally, click Create New Revision to create a new revision of the RCM template. A revision can be created from any previous revision of the template if after creation there is only one revision with a status of Unfinished or Request Approval. Optionally, specify the Revision Reason.