## Working with Failure Analysis

This chapter provides an overview of JD Edwards EnterpriseOne Failure Analysis and discusses how to:

- Set up JD Edwards EnterpriseOne Failure Analysis.

- Set up failures, analyses, and resolutions.

- Work with failure analysis transactions.

### Understanding Failure Analysis

The JD Edwards EnterpriseOne Failure Analysis module is the database that enables you to associate failures, analyses, and resolutions with cases and work orders.

You can manage all of the aspects of JD Edwards EnterpriseOne Failure Analysis, including this information:

Failure Analysis Type | A category that distinguishes among failures, analyses, and resolutions.
Failure Analysis Code | A user-defined code describing failures, analyses, and resolutions.
Failure Analysis Tree | A hierarchy of failure analysis codes that are used as a means of selecting codes for a failure, analysis, or resolution.
Failure | The problem according to the customer. Failures are stored separately from analyses and resolutions, and can be searched for and reused for other issues.
Analysis | The cause of the failure. Analyses are stored separately from failures and resolutions.
Resolution | The correction for the failure of an issue. Resolutions are stored separately from analyses and failures and can be searched for and reused for other issues.
Unit of Failure Analysis | A piece of information that consists of failure analysis codes, descriptions, and media objects. Three failure analysis types (failures, analyses, and resolutions) are used to distinguish units of failure analysis.
Pareto Analysis | The method of ranking the analyses and resolutions of a problem to identify those that occur most commonly.

### Setting Up Failure Analysis

This section describes how to set up JD Edwards EnterpriseOne Failure Analysis and discusses how to:

- Set up Failure Analysis constants.

- Set up processing options for the Failure Analysis Codes program (P17761).

- Set up Failure Analysis codes.

- Define Failure Analysis tree names.

- Set up the Failure Analysis tree structure.

- Set up Failure Analysis sequences.

#### Understanding Failure Analysis Setup

Before you can use JD Edwards EnterpriseOne Failure Analysis to assist you in resolving cases or work orders, you must set up the system constants, codes, trees, failures, analyses, and resolutions to use later when you enter data into the system.

You also need to set up user-defined codes (UDCs) for JD Edwards EnterpriseOne Failure Analysis.

#### Forms Used to Set Up Failure Analysis Information

Form Name | FormID | Navigation | Usage
S/WM System Constants Revisions | W17001C | For Capital Asset Management: Plant & Equipment Management (G1341), Service & Warranty Constants For Service Management: Service & Warranty Setup (G1740), Service & Warranty Constants | Set up Failure Analysis constants. Enable the interface with other systems by selecting the S/WM Installed option. Require users to select codes from the failure analysis tree by selecting the Use Failure Analysis Tree for Selecting Failure Analysis Codes option. Provide a method of approving records for reuse by selecting the Use Workflow for Approving Failure Analysis for Re-Use option. Select other options as appropriate.
Work with Failure Analysis Codes | W17761A | Failure Analysis Setup (G1749), Failure Analysis Codes | Review failure types and failure analysis codes.
Failure Analysis Code Revisions | W17761B | Click Add on the Work with Failure Analysis Codes form. | Set up Failure Analysis codes. Enter failure analysis codes (which can consist of up to 15 alphanumeric characters) and descriptions. The other information that you can enter is optional.
Language Overrides | W17761C | Select the appropriate code on the Failure Analysis Code Revisions form, and then select Language from the Row menu. | Attach descriptions in foreign languages.
Work with Failure Analysis Tree Names | W17762A | Failure Analysis Setup (G1749), Failure Analysis Tree Entry | Locate or add tree names.
Failure Analysis Tree Name Revisions | W17762B | Click Add on the Work with Failure Analysis Tree Names form. | Define Failure Analysis tree names. Indicate whether the tree name is for a failure, an analysis, a resolution, or a combination of all three. Specify optional information, such as equipment number, inventory item number, product model, product family, product component, and environment.
Failure Analysis Tree | W17763A | Locate the tree name to which you are adding a hierarchical structure on the Work with Failure Analysis Tree Names form. Select Tree from the Row menu. | Review the Failure Analysis tree structure (the hierarchical structure).
Failure Analysis Tree Revisions | W17763B | Define how the code descriptions appear on the Failure Analysis Tree form, and then click Add. | Set up the Failure Analysis tree structure. Enter a parent code and all of its children for the tree structure. You can also add children to an existing parent code.
Failure Analysis Sequences | W17769A | Failure Analysis Setup (G1749), Failure Analysis Sequences | Set up Failure Analysis sequences. Enter Y or N in the sequence fields, including Equipment Number, Inventory Number, Product Model, Product Family, Product Component, and Environment.

#### Setting Up Failure Analysis Constants

You set up constants to define default information for the entire system. Constants control the types of information that you track and the rules that the system uses to perform certain calculations.

Access the SWM System Constants Revisions form.

#### Setting Processing Options for the Failure Analysis Codes Program (P17761)

Use these processing options to supply the default values for the Failure Analysis Codes program.

Defaults

These processing options specify the default values for the failure analysis type and codes.

1. Failure Analysis Type | Specify the default failure analysis type. The system uses this information when searching for and also adding failure analysis codes. Values are: Blank: All 1: Failure 2: Analysis 3: Resolution
2. Failure Analysis Code CC 1, 3. Failure Analysis Code CC 2, 4. Failure Analysis Code CC 3, 5. Failure Analysis Code CC 4, and 6. Failure Analysis Code CC 5 | Enter a value from the appropriate UDC that specifies the default Failure Analysis Code Category Code. The system uses this information when searching for and also adding failure analysis codes.

#### Setting Up Failure Analysis Codes

Access the Failure Analysis Code Revisions form.

Set up failure analysis codes if you use codes to define a unit of failure. The codes are the building blocks of the tree, but you are not required to set up trees to use failure analysis codes. You can use these codes with failures, analyses, and resolutions that are associated with cases or work orders.

The system does not recognize these codes until you attach them to a transaction. You can associate codes with a failure, analysis, or resolution by using a tree, which standardizes how the codes are defined. Alternatively, you can select a code from a table.

When you create failures, analyses, and resolutions, you can associate as many as seven failure analysis codes to define the failure, analysis, or resolution. You can also create as many as five UDCs to associate with each failure analysis code; you might create these codes for reporting purposes. You must set up failure analysis codes if you are using the failure analysis tree.

You can assign these failure analysis types to failure analysis codes:

- Failure

- Analysis

- Resolution

- All of these

#### Defining Failure Analysis Tree Names

Access the Failure Analysis Tree Name Revisions form.

Define failure analysis tree names to give logical meaning to a hierarchical structure of failure analysis codes and types.

#### Setting Up the Failure Analysis Tree Structure

Access the Failure Analysis Tree form.

After you define a failure analysis tree name, set up the structure for the tree. When you set up a tree, you create a hierarchical structure of failure analysis codes by using a parent/child relationship.

Ensure that you define the failure analysis codes that you plan to use when you create the tree structure.

#### Setting Up Failure Analysis Sequences

Access the Failure Analysis Sequences form.

Failure Analysis Sequences enable you to manage how failure analysis trees are chosen when using the visual assist on the Failure Description, Analysis Description, or Resolution Description fields in the Failure Analysis program (P17767). The hierarchy determines the order that the system uses to search for a match between the failure analysis tree and the failure analysis sequences. Set up the hierarchy from specific to general. For performance reasons, you should set up only necessary sequences.

### Setting Up Failures, Analyses, and Resolutions

This section provides an overview of failures, analyses, and resolutions and discusses how to:

- Set processing options for the Work with Failure Analysis program (P17766).

- Set up failures, analyses, and resolutions by code.

- Set up failures, analyses, and resolutions by tree.

- Set processing options for the Failure Analysis Tree Names program (P17762).

- Attach failures, analyses, and resolutions to a tree.

#### Understanding Failures, Analyses, and Resolutions

Based on prior experience, a business might identify common or recurring failures, analyses, or resolutions, which you can set up to reuse existing information. You can attach this information to new cases or work orders.

A failure, analysis, or resolution is composed of this information:

- As many as seven failure analysis codes selected from either a failure analysis tree or the failure analysis code table.

- A description that is no more than 80 characters.

- Media objects, such as:

  - Text documents.

  - Images.

  - Object, Linking, and Embedding (OLE) objects.

  - Shortcuts.

If you select the Use Workflow for Approving Failure Analysis for Re-Use option in the SWM constants, records must go through the workflow approval process. If the constant is off, records are automatically approved.

When you add records for failures, analyses, and resolutions, the records are separate and not associated with each other. The relationship between records is built only within a work order or a case.

#### Forms Used to Set Up Failures, Analyses, and Resolutions

Form Name | FormID | Navigation | Usage
Work with Failure Analysis | W17766C | Failure Analysis Setup (G1749), Failure Analysis. | Set up failures, analyses, and resolutions by code or by tree.
Work with Failure Analysis Tree Names | W17762A | Failure Analysis Setup (G1749), Failure Analysis Tree Entry | Review failures, analyses, and resolutions information in a tree structure.
Failure Analysis Tree Name Revisions | W17762B | Click Add on the Work with Failure Analysis Tree Names form. | Attach failures, analyses, and resolutions information to a tree.

#### Setting Processing Options for the Work With Failure Analysis Program (P17766)

Use these processing options to supply the default values for the Work With Failure Analysis program.

Defaults

These processing options specify the default values that the system uses to search for failure analysis records.

1. Failure Analysis Type | Specify the default failure analysis type. The system uses this when searching for failure analysis records. Values are: Blank: All 1: Failure 2: Analysis 3: Resolution
2. Failure Analysis Approval Flag | Enter a value from the UDC 48/KA (Failure Analysis Approval Flag) that specifies the default failure analysis approval flag. The system uses this when searching for failure analysis records.
3. Order Type | Enter a value from UDC 00/DT (Document Type - All Documents) that specifies the default order type. The system uses this when searching for failure analysis records.
4. Product Family | Enter a value from UDC 17/PA (Product Family) that specifies the default product family. The system uses this when searching for failure analysis records.
5. Product Model | Enter a value from UDC 17/PM (Product Model) that specifies the default product model. The system uses this when searching for failure analysis records.
6. Product Component | Enter a value from UDC 17/PC (Product Component) that specifies the default product component. The system uses this when searching for failure analysis records.
7. Environment | Enter a value from UDC 17/EN (Environment) that specifies the default environment. The system uses this when searching for failure analysis records.

Process

These processing options specify the default values that the system uses during failure analysis processing.

1. Media Object Display | Specify which item in the media object that the system displays first when you view media objects. Values are: Blank: Display the first generic text item. 1: Display the first image item. 2: Display the first OLE item. 3: Display the first URL or file item (for future use).
2. Approvals Access | Specify whether to enable users to access the approvals form and modify the status (such as approved or rejected) of a failure analysis record. Values are: Blank: Do not enable access to approvals. 1: Enable access to approvals.

Versions

This processing option specifies the version of Failure Analysis Revisions that the system uses.

1. Failure Analysis Revisions (P17767) Version | Specify which version of Failure Analysis (P17767) that the system uses when you add or update failure analysis records. Blank: ZJDE0001.

#### Setting Up Failures, Analyses, and Resolutions by Code

Access the Work With Failure Analysis form.

To setup by code:

1. Select the Failure option and then click Add.

2. Complete the fields to define a failure on the Failure Analysis Revisions form.

3. Select the Failure tab, and complete the Failure Description field.

   Note. Depending on how you have set the Use Failure Analysis Tree for Selecting Failure Analysis Codes option in the SWM constants, when you search for values in the Failure Description field, one of these options occur:
   On the Failure Analysis Search & Select form, the system lists the existing failure analysis records from which you can select a record (this task).
   On the Failure Analysis Tree Name Search & Select form, the system lists the tree names from which you can select a tree.

4. To add media objects or text descriptions that are longer than 80 characters, attach the information in the media object area.

5. Select the Failure Codes tab to attach failure codes to this record and to complete any or all of the Failure Analysis Code IDs fields.

   Note. If you make a mistake while adding a record, you can start over by choosing the appropriate Clear Failure, Clear Analysis, or Clear Resolution option from the Form menu.

6. Click OK and then click Cancel.

7. On the Work With Failure Analysis form, to add an analysis, select the Analysis option and then click Add.

8. Repeat steps 2 through 6 using the Analysis and the Analysis Codes tabs.

9. On the Work With Failure Analysis form, to add a resolution, select the Resolution option and then click Add.

10. Repeat steps 2 through 6 using the Resolution and Resolution Codes tabs.

11. On the Work With Failure Analysis form, if you want to add failures, analyses, and resolutions all at the same time, select the All option and then click Add.

12. Repeat steps 2 through 6, using all the tabs as needed.

13. When you finish adding failures, analyses, and resolutions, click OK.

Product Component | Enter the components that make an equipment number or components associated with a customer site.
Environment | Enter the operating environment of the user. Some examples: Windows 95 Windows NT UNIX AS/400

#### Setting up Failures, Analyses, and Resolutions by Tree

Access the Work With Failure Analysis form.

To setup by tree:

1. Select the Failure option and then click Add.

2. Complete the fields to define a failure on the Failure Analysis Revisions form.

3. Select the Failure tab, and complete the Failure Description field.

   Note. Depending on how you have set the Use Failure Analysis Tree for Selecting Failure Analysis Codes option in the SWM constants, when you search for values in the Failure Description field, one of these options occurs:
   On the Failure Analysis Tree Name Search & Select form, the system lists the tree names from which you can select a tree (this task).
   On the Failure Analysis Search & Select form, the system lists the existing failure analysis records from which you can select a record.

4. On the Failure Analysis Tree Name Search & Select form, select a tree name and click Select.

5. On the Failure Analysis Tree Search & Select form, expand the tree, select a code, and click Select.

   On the Failure tab of Failure Analysis Revisions form, the system displays the failure description from the tree. The code structure from the tree is also automatically loaded into the Failure Analysis Code ID fields on the Failure Codes tab.

6. To add media objects or text or to revise the text that the system retrieves from the last failure code, attach the information in the media object area.

   Note. If you make a mistake while adding a record, you can start over by choosing the appropriate Clear Failure, Clear Analysis, or Clear Resolution option from the Form menu.

7. Click OK, and then click Cancel.

8. On the Work With Failure Analysis form, to add an analysis, select the Analysis option and then click Add.

9. Repeat steps 2 through 7 using the tree name and analysis description.

10. On the Work With Failure Analysis form, to add a resolution, select the Resolution option and then click Add.

11. Repeat steps 2 through 7 using the tree name and resolution description

12. On the Work With Failure Analysis form, if you want to add failures, analyses, and resolutions all at the same time, select the All option and then click Add.

13. Repeat steps 2 through 7, using all the tabs as needed.

14. When you finish adding failures, analyses, and resolutions, click OK.

#### Setting Processing Options for the Failure Analysis Tree Names Program (P17762)

Use these processing options to supply the default values for the Failure Analysis Tree Names program.

Defaults

This processing option specifies the failure analysis type.

1. Failure Analysis Type | Specify the default failure analysis type. The system uses this when searching for and also adding failure analysis tree names. Values are: Blank: All 1: Failure 2: Analysis 3: Resolution

Versions

This processing option specifies the version of the Failure Analysis Tree program that the system uses.

1. Failure Analysis Tree (P17763) Version | Specify which version of Failure Analysis Tree program (P17763) that the system uses. Blank: ZJDE0001.

#### Attaching Failures, Analyses, and Resolutions to a Tree

Access the Work with Failure Analysis Tree Names form.

To attach failures, analyses, and resolutions to a tree:

1. Locate and select a tree name, and select Tree from the Row menu.

2. On the Failure Analysis Tree form, expand the trees to view the detail.

   Note. A paper clip with a check mark button indicates that failure, analysis, or resolution records are attached to the tree node.

3. Select a detail line that does not have the paper clip with a check mark button, and then select Add F/A Association from the Row menu.

4. On the Failure Analysis Search & Select form, locate the appropriate record that you want to attach to the tree and click Select.

   On the Failure Analysis Tree form, the failure, analysis, or resolution record is now attached, and the system displays the paper clip with a check mark button on the detail line.

5. If you need to remove the attached record, on the Failure Analysis Search & Select form, select the detail line and select Remove Association from the Row menu.

   The system displays a warning message that you are about to remove the association.

6. Click OK.

   On the Failure Analysis Tree form, the failure, analysis, or resolution record is now detached, and the system no longer displays the paper clip with a check mark button on the detail line.

7. When you finish adding or removing failure analysis information, click Close.

### Working with Failure Analysis Transactions

When you use failure analysis, you first attach a failure record to a work order or case. Then you attach an analysis and resolution to that failure.

When you enter the failure analysis database from a work order or case, the system displays the failure that is associated with the issue. If a standard, reusable failure was used, the failure entry information is disabled. If a nonstandard failure was used, the failure fields are enabled.

This section discusses how to:

- Attach failure information to a work order or a case.

- Attach analyses and resolutions to a failure.

#### Forms Used to Work with Failure Analysis Transactions

Form Name | FormID | Navigation | Usage
Work With Work Orders | W48201F | For Capital Asset Management; Work Order (G1316), Work Order Entry For Service Management: Daily Work Order Processing (G1712), Work Order Entry. | Locate a work order to which you want to attach failure information.
Work With Case Management | W17500A | For Case Management: Daily Case Processing (G17132), Case Entry | Locate a case to which you want to attach failure information.
Failure Analysis Revisions | W17767A | Select a work order or a case: Locate and select a work order on the Work With Work Orders form. Locate and select a case on the Work With Case Management form. Select Failure Analysis and then Add/Revise FA from the Row menu. | Attach failure information to a work order or case.
Work with Failure Analysis | W17766C | Failure Analysis (G17191), Failure Analysis | Locate a failure to which you want to attach analysis and resolution information.

#### Attaching Failure Information to a Work Order or a Case

Access either the Work With Work Orders form or the Work With Case Management form.

To attach failure information:

1. Locate and select a specific work order or case. From the Row menu, select Failure Analysis and then Add/Revise FA.

2. On the Failure tab of the Failure Analysis Revisions form, enter a failure description or search for values in the Failure Description field.

   Note. When you click the Search button, an SWM constant controls whether the system uses failure analysis trees or the search and select program.

3. Select one of these actions:

   - If you are using the Search button and if the SWM constant is set to use failure analysis trees, go to step 4.

   - If you are using the Search button and if the SWM constant is not set to use failure analysis trees, go to step 6.

   - If you are not using the Search button, go to step 9.

4. On the Failure Analysis Tree Name Search and Select form, select a tree name that applies to the specific issue.

   Note. If you set up failure analysis sequences using the Failure Analysis Sequences program (P17769), the system might not display the Failure Analysis Tree Name Search and Select form if an exact tree match is found.

5. On the Failure Analysis Tree Search and Select form, browse through the tree to find a tree node that is similar to the issue, and then go to step 7.

6. On the Failure Analysis Search and Select form, browse through the information to find a record that is similar to the issue.

7. Select the issue and click Select.

8. On the Failure Analysis Revisions form, select the Modify Failure Record option to add information to an existing issue.

   Note. A processing option controls whether you can modify existing records. If you are not allowed to modify them, the option is disabled.

9. If you are adding a new failure or modifying existing records, enter the information in the media object text box.

   Note. If you make a mistake while adding a failure record, you can start over by selecting Clear Failure from the Form menu.

10. Click OK to save the record.

The system returns to the Work With Work Orders form or the Work With Case Management form.

#### Attaching Analyses and Resolutions to a Failure

Access either the Work With Work Orders form or the Work With Case Management form.

To attach analyses and resolutions to failures:

1. Locate and select a specific work order or case.

   From the Row menu, select Failure Analysis and then Work with FA.

2. On the Work with Failure Analysis form, locate and select the existing failure, and select F/A/R Revisions from the Row menu.

3. On the Analysis tab of the Failure Analysis Revisions form, enter an analysis description or search for values in the Analysis Description field.

   Note. When you click the Search button, an SWM constant controls whether the system uses failure analysis trees or the search and select program.

4. Click the Pareto button, if it appears.

5. Select one of these actions:

   - If you are using the Search button and if the SWM constant is set to use failure analysis trees, go to step 6.

   - If you are using the Search button and if the SWM constant is not set to use failure analysis trees, go to step 8.

   - If you are using the Pareto button, go to step 9.

   - If you are entering an analysis description manually, go to step 12.

6. On the Failure Analysis Tree Name Search and Select form, select a tree name that applies to the specific issue.

   Note. If you set up failure analysis sequences by using the Failure Analysis Sequences program (P17769), the system might not display the Failure Analysis Tree Name Search and Select form if an exact tree match is found.

7. On the Failure Analysis Tree Search and Select form, browse through the tree to find a tree node that is similar to the issue, and then go to step 9.

8. On the Failure Analysis Search and Select form, browse through the information to find a record that is similar to the issue, and then go to step 9.

9. On the Failure Analysis Pareto Analysis form, locate a record that is similar to the issue.

10. Select the analysis and click Select.

11. On the Failure Analysis Revisions form, to add information to an existing issue, select the Modify Analysis Record option.

12. If you are adding a new analysis or modifying existing records, enter the information in the media object text box.

13. Select the Analysis Codes tab, and select an existing code or enter a new code in any of the Failure Analysis Code IDs.

    Note. You do not need to enter information on the Analysis Codes tab if you used a standard, reusable analysis. The system supplies the default codes from the reusable record.

14. On the Resolution tab of the Failure Analysis Revisions form, enter a resolution description or use the visual assist in the Resolution Description field.

15. Click the Pareto button, if it appears.

16. Repeat steps 5 through 13, entering resolution information instead of analysis information, and using the Resolution tab and Resolution Codes tabs, and then go to step 17.

    Note. If you make a mistake while adding an analysis or a resolution record, you can start over by choosing the Clear Analysis option or the Clear Resolution option from the Form menu.

17. Click OK.