FMEA Tab

The FMEA tab is visible when you are working in the FMEA tab in the Analysis panel. This tab can be used to perform a Failure Modes and Effects Analysis or to record the Functional Failure Analysis for RCM.

FMEA Records

  ClosedFunctions

  Add Function adds a function to the FMEA.

  Insert Function inserts a function above the function that is currently selected in the FMEA.

  Transfer Functions opens the Transfer Functions window, which allows you to transfer records from one FMEA to another and, if desired, maintain information about the associationbetween the source record (i.e., the original record) and the descendant records (i.e., the transferred copies).

  Smart Add Functions allows you to quickly find and copy FMEA records from other similar analyses.

  Import Functions allows you to query an existing data source and then select existing record(s) to import into the FMEA.

  Select Existing Text allows you to add existing text elements (using the Select Existing Text window) as new function records to the FMEA.

  Edit Function opens the Function Properties window, which allows you to view and edit all of the properties of the function record.

  Save Locator Link creates a link file (similar to a Windows shortcut) that provides quick access to a specific analysis or record.

  Ancestry

  Go to Source opens the project and FMEA that contain the source record, and highlights the source record.

  Update from Source opens the Update from Source window, where you can view the changes that have been made to the source and apply any that you deem appropriate to the descendant.

  Disconnect from Source removes the association between the descendant and the source. You can remove associations for just the selected record, the selected record and its dependents, the entire analysis or the entire project. Select the Apply only if source does not exist check box if you want to remove only associations to deleted source records and preserve the associations to source records that still exist.

  View Descendants opens the View Descendants window, which provides information about and access to all descendant records for the currently selected source record.

   ClosedFailures

  Add Failure adds a failure mode to the FMEA.

  Insert Failure inserts a failure mode above the failure mode that is currently selected in the FMEA.

  Smart Add Failures allows you to quickly find and copy FMEA records from other similar analyses.

  Import Failures allows you to query an existing data source and then select existing record(s) to import into the FMEA.

  Select Existing Text allows you to add existing text elements (using the Select Existing Text window) as new failure records to the FMEA.

  Edit Failure opens the Failure Properties window, which allows you to view and edit all of the properties of the failure mode record.

  Relationship Diagram creates or opens an existing failure relationship diagram, which presents all of the causes and effects that have been defined for the selected failure mode.

  Save Locator Link creates a link file (similar to a Windows shortcut) that provides quick access to a specific analysis or record.

  Ancestry

  Go to Source opens the project and FMEA that contain the source record, and highlights the source record.

  Update from Source opens the Update from Source window, where you can view the changes that have been made to the source and apply any that you deem appropriate to the descendant.

  Disconnect from Source removes the association between the descendant and the source. You can remove associations for just the selected record, the selected record and its dependents, the entire analysis or the entire project. Select the Apply only if source does not exist check box if you want to remove only associations to deleted source records and preserve the associations to source records that still exist.

  View Descendants opens the View Descendants window, which provides information about and access to all descendant records for the currently selected source record.

   ClosedEffects

  Add Effect adds an effect to the FMEA.

  Insert Effect inserts an effect above the effect that is currently selected in the FMEA.

  Smart Add Effects allows you to quickly find and copy FMEA records from other similar analyses.

  Import Effects allows you to query an existing data source and then select existing record(s) to import into the FMEA.

  Select Existing Text allows you to add existing text elements (using the Select Existing Text window) as new effect records to the FMEA.

  Edit Effect opens the Effect Properties window, which allows you to view and edit all of the properties of the effect record.

  Effect Categorization is available only in RCM++. It opens the Failure Effect Categorization window, which allows you to identify and evaluate the effects of the functional failure when applicable.

  Cause and Effect Diagram creates or opens an existing cause and effect diagram (also called a "fishbone diagram"), which presents all of the events that lead to the selected effect.

  Save Locator Link creates a link file (similar to a Windows shortcut) that provides quick access to a specific analysis or record.

  Ancestry

  Go to Source opens the project and FMEA that contain the source record, and highlights the source record.

  Update from Source opens the Update from Source window, where you can view the changes that have been made to the source and apply any that you deem appropriate to the descendant.

  Disconnect from Source removes the association between the descendant and the source. You can remove associations for just the selected record, the selected record and its dependents, the entire analysis or the entire project. Select the Apply only if source does not exist check box if you want to remove only associations to deleted source records and preserve the associations to source records that still exist.

  View Descendants opens the View Descendants window, which provides information about and access to all descendant records for the currently selected source record.

   ClosedCauses

  Add Cause adds a cause to the FMEA.

  Insert Cause inserts a cause above the cause that is currently selected in the FMEA.

  Smart Add Causes allows you to quickly find and copy FMEA records from other similar analyses.

  Import Causes allows you to query an existing data source and then select existing record(s) to import into the FMEA.

  Select Existing Text allows you to add existing text elements (using the Select Existing Text window) as new cause records to the FMEA.

  Edit Cause opens the Cause Properties window, which allows you to view and edit all of the properties of the cause record.

  Reliability Policy is displayed only if the Hide reliability policy node option is cleared on the FMEA Hierarchy page of the Application Setup. This is used for Failure Modes and Reliability Analysis (FMRA). (See Setting the Reliability Policies.)

  Task Manager is available only in RCM++. It opens the Task Manager window, which allows you to specify an appropriate maintenance strategy for the current failure cause.

  Save Locator Link creates a link file (similar to a Windows shortcut) that provides quick access to a specific analysis or record.

  Ancestry

  Go to Source opens the project and FMEA that contain the source record, and highlights the source record.

  Update from Source opens the Update from Source window, where you can view the changes that have been made to the source and apply any that you deem appropriate to the descendant.

  Disconnect from Source removes the association between the descendant and the source. You can remove associations for just the selected record, the selected record and its dependents, the entire analysis or the entire project. Select the Apply only if source does not exist check box if you want to remove only associations to deleted source records and preserve the associations to source records that still exist.

  View Descendants opens the View Descendants window, which provides information about and access to all descendant records for the currently selected source record.

   ClosedControls

  Add Control adds a control to the FMEA.

  Insert Control inserts a control above the control that is currently selected in the FMEA.

  Reuse Control Resources allows you to add existing control records (using the Select Resource window) to the FMEA.

  Make Control Unique creates a new record that is not associated with (linked to) the existing resource. The description of the new record will be incremented automatically so it remains unique. For example, if the original description is "Do this and that," then the description of the new record might be "Do this and that_1." After you break the association, changes that are made to one resource will not be applied automatically to the other.

Change Control Resource opens the Select Resource window so that you can replace the selected record with a resource that already exists in the project. After you create this association, changes that are made to one instance of the resource will be applied automatically to all other instances.

  Edit Control opens the Control Properties window, which allows you to view and edit all of the properties of the control record.

  Save Locator Link creates a link file (similar to a Windows shortcut) that provides quick access to a specific analysis or record.

  Ancestry

  Go to Source opens the project and FMEA that contain the source record, and highlights the source record.

  Update from Source opens the Update from Source window, where you can view the changes that have been made to the source and apply any that you deem appropriate to the descendant.

  Disconnect from Source removes the association between the descendant and the source. You can remove associations for just the selected record, the selected record and its dependents, the entire analysis or the entire project. Select the Apply only if source does not exist check box if you want to remove only associations to deleted source records and preserve the associations to source records that still exist.

  View Descendants opens the View Descendants window, which provides information about and access to all descendant records for the currently selected source record.

   ClosedActions

  Add Action adds an action to the FMEA.

  Insert Action inserts an action above the action that is currently selected in the FMEA.

  Reuse Action Resources allows you to add existing action records (using the Select Resource window) to the FMEA.

  Make Action Unique creates a new record that is not associated with (linked to) the existing resource. The description of the new record will be incremented automatically so it remains unique. For example, if the original description is "Do this and that," then the description of the new record might be "Do this and that_1." After you break the association, changes that are made to one resource will not be applied automatically to the other.

Change Action Resource opens the Select Resource window so that you can replace the selected record with a resource that already exists in the project. After you create this association, changes that are made to one instance of the resource will be applied automatically to all other instances.

  Edit Action opens the Action window, which allows you to view and edit all of the properties of the action record.

  Save Locator Link creates a link file (similar to a Windows shortcut) that provides quick access to a specific analysis or record.

  Ancestry

  Go to Source opens the project and FMEA that contain the source record, and highlights the source record.

  Update from Source opens the Update from Source window, where you can view the changes that have been made to the source and apply any that you deem appropriate to the descendant.

  Disconnect from Source removes the association between the descendant and the source. You can remove associations for just the selected record, the selected record and its dependents, the entire analysis or the entire project. Select the Apply only if source does not exist check box if you want to remove only associations to deleted source records and preserve the associations to source records that still exist.

  View Descendants opens the View Descendants window, which provides information about and access to all descendant records for the currently selected source record.

Tools

  Linked FMEA

  Go to Source Analysis allows you to view/edit the source analysis for a linked FMEA.

  Remove Link converts the linked analysis to a local analysis, breaking the link to the original analysis and replacing it with new unique records that are directly associated with the current item. If the item already has a local FMEA, the new records will be appended to the end.

  Show Locations Used opens the Show Locations Used window, which provides a list of all locations where the FMEA is currently linked.

  Ancestry

  Dismiss Notification resets the icon to green without making any changes. This is useful if you have determined that it is unnecessary to update the descendant in this particular case, but you still want notifications of subsequent changes to the source.

  Go to Source opens the project and FMEA that contain the source record, and highlights the source record.

  Update from Source opens the Update from Source window, where you can view the changes that have been made to the source and apply any that you deem appropriate to the descendant.

  Disconnect from Source removes the association between the descendant and the source. You can remove associations for just the selected record, the selected record and its dependents, the entire analysis or the entire project. Select the Apply only if source does not exist check box if you want to remove only associations to deleted source records and preserve the associations to source records that still exist.

  View Descendants opens the View Descendants window, which provides information about and access to all descendant records for the currently selected source record.

  Attachments allows you to manage the linked or attached files for the selected record.

  Highlight Priority if selected, uses color to highlight the FMEA records based on logic that has been defined for the project. (See Priority Highlights.)

  Calculate Severities is available only for projects using FMEA structures other than Grouped Effects and Causes. It allows you to calculate overall effect severity ratings from the sub-severity ratings.

  Ratings Update opens the Batch Update Revised RPN Rating window, which allows you to quickly populate the revised RPN ratings in the FMEA records.

  FMEA Statistics opens the FMEA Statistics window, which displays some overall statistics for the FMEA. This includes details such as the total number of causes defined in the analysis, the percentage of causes that have the RPN ratings defined, the total number of actions defined in the analysis, the percentage of actions that are complete, etc.

  Failure - Cause Matrix opens the Failure - Cause Matrix window, which displays the unique failure modes and causes that have been defined in the FMEA. This matrix helps to see when the same cause has been identified for more than one failure mode.

   Export to Phrase Set

    • Export to a New FMEA Phrase Set allows you to export the descriptions from the current FMEA to a new phrase set in the active library. (See Phrase Sets.)
    • Export to an Existing FMEA Phrase Set allows you to export the descriptions from the current FMEA to an existing phrase set.

   Configurable Settings opens the Properties window where you can change the properties that are available for the FMEA records in this project.

  History Log is available only if a history log has been activated at the project level. It opens the Record History Log window for the current analysis and displays changes that have been performed for the analysis.

Change Log

  Activate Change Log or View Change Log allows you to activate or view a change log for this FMEA analysis. A change log records a history of the specific changes that were made in each tracked revision to the analysis since the log was activated.

  Batch Start Revisions displays a list of all the FMEA analyses in the project that are eligible to start change log revisions (i.e., that do not already have an open revision or a revision awaiting approval). This includes analyses that do not yet have change logs activated. This window allows you to start revisions for multiple analyses at once.

  Batch End Revisions displays a list of all the FMEA analyses in the project that currently have open revisions, allowing you to end revisions for multiple analyses at once.

  Approve Change Logs displays a list of all the FMEA change logs in the project that are assigned to you for review and are ready to be reviewed. Note that you can only approve change logs in this window; you cannot reject them. (See Electronic Approval Tracking.)

Related Topics and Links