FMEA Records

This topic describes some features that are the same for any record in an FMEA.

Record # and ID

Each record in an FMEA has a record position number (#) and a record identifier (ID). These values can be displayed in the FMEA Hierarchy or FMEA Filtered View, and they are also used in the Query Utility and Reports.

• # is assigned automatically based on the current position of the record in the FMEA hierarchy. This number will change if the record’s position within the FMEA changes.
  
  For example, a failure record with # = 2.3 is currently the third failure for the second function in a particular FMEA.

• ID is assigned automatically when the record is created. It is unique throughout the database for a given record type and it does not change. If you copy/paste or import a record, each new instance will receive its own unique ID.
  
  For example, a failure record with ID = 25 is the 25th failure record that was created in any of the FMEAs within the current database.

• Keywords are words or phrases (separated by commas) that can be used to find or filter analysis data. If desired, you can use the Smart Add Keywords utility to automatically choose words from the name and/or description for this record.

Source Record

The Source Record heading appears only when the record is a descendant record (i.e., was created by transferring an existing record and maintains an association with the original record). The fields show information about the source record. You can click the Update from Source icon to open 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.

If you want to quickly update the current record's description, you can click the Copy Description icon and paste the copied text into the current record's description.

Associated Records

The fields under the Associated Records heading show the item, function, failure, effect and/or cause that the current record is associated with.

History (and History Log, if applicable)

The fields under the History heading show when the record was created and last modified (and by whom).

If the history log has been activated for the project, you can click the View Item History icon to see a list of changes to this record since the log was activated.

Ribbon Commands

When you open the properties window from within the FMEA hierarchy, the following ribbon commands are available:

Home > Add

These commands make it easy to add records to the FMEA without closing and reopening the properties window. The options vary depending on the current record type. For example, all of the following commands may be available if you are editing a cause record.

Home > Tools

  Configurable Settings allows you to adjust the settings for this record type in the project’s interface style. (In a secure database, this is available only for users with the "Edit project properties" permission.)

  Spelling checks the spelling in all text fields within the window.

  Attachments opens the Attachments window, which allows you to manage the linked and attached files for the record.

   Effect Categorization opens the Failure Effect Categorization window, which allows you to identify and evaluate the effects of the functional failure. This displays only for effect records in RCM++ and RBI.

   Task Manager opens the Task Manager window, which allows you to work with tasks assigned to causes within the FMEA and to choose an appropriate maintenance strategy by using one or both of the available task selection methods. This displays only for cause records in RCM++ and RBI.

  Change Log is available only if a change log has been activated for the FMEA and only if changes have been made to this record since the log was activated. It opens the Record Change Log window for this record.

Navigate

These commands make it easy to browse through the FMEA without closing and reopening the properties window. The options vary depending on the current record type.