Creating and updating When creating…

— identification…

Documented information of external origin…

Control of documented information

Required Evidence

Records of evidence of competence are permanently kept

Prove people are knowledgeable of the asset management policy

Prove people are knowledgeable of what happens if they do not complying with rules, standards, or laws a) Research and analysis identifying the full range of appropriate resources, internal and external, needed to establish, implement, maintain and improve the asset management system

b) Allocation of all the necessary resources identified

a) Allocation of all appropriate resources, internal and external, to achieve the asset management objectives as identified in the planning stage

b) Allocation of appropriate resources, internal and external, to perform the asset management plan activities as identified in the planning stage

Analysis and selection of appropriate skills, knowledge, education and experience of all persons working in or for the organisation at all levels, where that work impacts an asset in the asset portfolio, e.g. Competency Gap Analysis

Provide evidence that persons in roles at all levels in the organization can successfully deliver all outcomes they are responsible to do, without supervision

a) Identify shortfalls in competence to do a role

b) Determine what is required to address the shortfall in competence

c) Do the actions needed to become competent, e.g. training, mentoring, on-the-job experience d) Prove the actions were effective in making the person competent

Regular analysis to confirm competencies for a role remain applicable and to identify if new competencies are required

Being 'aware' is to have knowledge or perception of a situation or fact

All persons, internal and external, (e.g. can include staff, contractors, internal or external service providers, and suppliers) doing work affecting the assets of the organization are made appropriately aware of the impact and importance of the work to the successful achievement of the asset management objectives. The level of awareness is relative to their potential effects on the successful achievement of the asset management objectives

Prove people are knowledgeable of their contribution to the success of the asset management system and the value of improved asset management performance

Prove people are knowledgeable with regards the risks and opportunities in their jobs to affect achievement of the asset management objectives

Show how 'what to communicate' was determined Show how 'when to communicate' was determined Show how 'with whom to communicate' was determined Show 'how to communicate' was determined

Show how the level of asset risk was considered

Show how the roles and responsibilities influenced the choice of information provided

Systematic analysis and selection of:

The specific range and content of the information

The specific standards to be met for the information provided

Analysis and selection of appropriate relevant communication to send to the various peoples in the organization with regards assets, their management and the asset management system, e.g. a Communication Plan.

a) Systematic analysis and selection of all information required for the proper care, use and monitoring of assets, the asset's management, the asset management system, and achieving the organization's objectives b) Secure storage of the information

Show how the asset management processes, procedures and activities influenced the choice of information provided

Show how exchange of information with its stakeholders, including service providers, influenced the choice of information provided

Show how the impact of quality, availability and management of information on organizational decision making influenced the choice of information provided

a) The methods to be used for information collection, analysis and evaluation b) A timeline and schedule for all information collection, analysis and evaluation

a) Analysis and selection of suitable information management process, e.g. hard copy library and filing system; use proprietary software; use server folder structure

b) Provision of the specified document management process c) Maintenance of the document management process in use

By 'terminology' is meant the body of terms used with a particular technical application in a subject of study, theory, profession, etc.

Analysis, determination of the need, and provision of a common terminology, e.g. glossary or lexicon, when necessary to aid cross-functional communication in the organization

By 'consistency' is meant conformity, internally and externally, in the application of data so that its use meets the needs of law, the stakeholders and the organization; 'traceability' is to trace the history, application and location of the data

a) Prove how the organization delivers consistency of data b) Prove how the organization provides traceability of all its data

As a minimum the internal and external documents in the asset management system must include those that satisfy the bullet points below

As in f) above As in g) above

Included in Document Management Procedure Included in Document Management Procedure Included in Document Management Procedure

Included in Document Management Procedure Included in Document Management Procedure Included in Document Management Procedure Included in Document Management Procedure Included in Document Management Procedure Included in Document Management Procedure Included in Document Management Procedure

All documentation specified in ISO 55001: a) the ISO 55001 standard, b) asset management system Scope, c) the asset management Policy, d) the asset management Objectives, e) role incumbent competence records, f) for the asset's and organization's applicable legal and regulatory requirements, g) designated by the organization as being needed to meet its objectives, h) records of evidence processes are followed (see 8.1, bullet point 3), i) documents of external origin designated by the organization as being needed for planning and operation of the asset management system, j) Audit reports

To 'ensure' is to make certain that (something) will occur or be the case

a) Provide a Document Management Procedure that addresses the bullet points below.

b) Guaranteed application of the specified practices

Controlling documents means regulating the development, approval, issue, change, distribution,

maintenance, use, storage, security, obsolescence or disposal. These can be called the 'document functions'.

A controlled document is one where one or more function is stipulated to be done in a particular way.

a) Include external documents in Document Management Procedure b) Prove the external document identification and controls are done

ISO 55002 Asset management - Management systems - Guidelines for the application of ISO 55001

ISO 55000: The collaboration across the organization, sharing of resources, coordination and communication needed for the asset management system to reach the asset management objectives of the organization.

All resources - human, infrastructure, information, financial and physical - required for the establishment, implementation, maintenance and continual improvement of the asset management system.

The organization is to determine the suite of competencies required for all asset management roles and responsibilities, and the awareness, knowledge, understanding, skills and experience needed to fulfil them, provide suitable incumbents, including the use of outsourced expertise.

Persons working under the organization’s control should have appropriate awareness of the organization’s asset

management policy, asset management system, business risks and their work activities and behaviours. Awareness needs of a stakeholder are determined by their role and its relationship to the organization meeting its asset management

objectives

Asset management activities carried out by the organization should be communicated to relevant stakeholders periodically, in a coordinated way, as an integral part of the organization’s asset management activity and asset management system.

The organization ought have communication plan(s) to influence the decisions of stakeholders by advising them of the asset management system requirements, the appropriate actions to do, the knowledge needed to make sound decisions, when and what to communicate using feedback and reporting processes and methods

Determine the information needs using a systematic approach to identify the necessary asset information and establish the appropriate information management system and repositories related to its assets, asset management and asset

management system. Information required includes: strategy and planning, process, technical & asset physical properties, service delivery and operations, maintenance management, performance management and reporting, financial and

resource management, risk management, contingency and continuity planning, contract management, continual improvement

ISO 55000: information, either as documents or records, interval or external, required to be controlled and maintained by the organization and the medium on which it is contained

Identify and define the documented information to be managed and maintained over the life cycle needed to fulfil legal requirements, provide asset health during its use and after decommissioning, promote and support effectiveness of the asset management system

Documents and records are to be controlled

Put suitable controls in place to ensure that the information is appropriate and personnel in the asset management system or doing asset management activities are using the approved, accurate, most up to date information

How to achieve requirements using ISO 55001 Tools and Techniques

Undertake regular asset management planning and budgeting and follow through to implementation

Satisfied as noted above and in 'Required Evidence' column

Satisfied as noted above and in 'Required Evidence' column

Satisfied as noted above and in 'Required Evidence' column

Satisfied as noted above and in 'Required Evidence' column

Satisfied as noted above and in 'Required Evidence' column

Satisfied as noted above and in 'Required Evidence' column Satisfied as noted above and in 'Required Evidence' column Satisfied as noted above and in 'Required Evidence' column Satisfied as noted above and in 'Required Evidence' column

Map the organisation's asset management system requirements to the full range of resources needed to ensure the system can provide assets - human, infrastructure, information, financial and physical - with the capacity and in a condition suitable to achieve the organisation's objectives

Determine and document all necessary competencies for all roles, ensure incumbents are

competent, and keep verifiable records demonstrating the currency of the competencies. Develop a succession plan for positions so competent incumbents fill the roles

Persons working in the asset management system are to be aware of the asset management policy, their contribution to the effective operation of the asset management system, their work activities and the associated risks, and appreciate the consequences of not doing their work properly.

Satisfied as noted above and in 'Required Evidence' column Satisfied as noted above and in 'Required Evidence' column Satisfied as noted above and in 'Required Evidence' column Satisfied as noted above and in 'Required Evidence' column

Satisfied as noted above and in 'Required Evidence' column Satisfied as noted above and in 'Required Evidence' column Satisfied as noted above and in 'Required Evidence' column Satisfied as noted above and in 'Required Evidence' column Satisfied as noted above and in 'Required Evidence' column

Satisfied as noted above and in 'Required Evidence' column Satisfied as noted above and in 'Required Evidence' column Satisfied as noted above and in 'Required Evidence' column

Satisfied as noted above and in 'Required Evidence' column

Satisfied as noted above and in 'Required Evidence' column

Determine the need for internal and external communications relevant to assets, asset management and the asset management system for persons working under the organization’s control. Develop a Communication Plan that addresses all the requirements of the clause in ISO 55001 over the life of the assets, its asset management, and the asset management system

The organization determines and provides the information and its management required to support its assets, asset management system, manage asset related risks, have competent people, monitor and measure the achievement of its asset management objectives, keep the information

maintained, current and accessible to users

The assessment and selection of information must provide useful content to address the bullet points

The assessment and selection of information must have useful configuration and substance to address the bullet points

The information you have is part of your proprietary and corporate knowledge and needs to be controlled and protected

Documented information to keep is that required by ISO 55001, needed to satisfy the applicable legal and regulatory requirements, and as necessary for supporting and improving asset

management system effectiveness

Satisfied as noted above and in 'Required Evidence' column Satisfied as noted above and in 'Required Evidence' column

Satisfied as noted above and in 'Required Evidence' column Satisfied as noted above and in 'Required Evidence' column Satisfied as noted above and in 'Required Evidence' column Satisfied as noted above and in 'Required Evidence' column Satisfied as noted above and in 'Required Evidence' column Satisfied as noted above and in 'Required Evidence' column Satisfied as noted above and in 'Required Evidence' column Satisfied as noted above and in 'Required Evidence' column

Research and select all such documents, identify them as controlled,and include them into a document management system

The information is appropriately identified and described, using the approved format and media, is reviewed and approved for suitability and satisfactoriness

Documented information, whether internal or external, is to be controlled throughout its lifecycle so it is available, suitable and legible for use by users, protected, changes are controlled

How to achieve using Plant Wellness Way Techniques

Input the required resources into the organization's corporate planning and budgeting process

Satisfied as noted above Satisfied as noted above Satisfied as noted above Satisfied as noted above

Satisfied by applying IONICS analysis to design the AM processes using the 'Stress to Process' model to identify the resources, practices, quality assurance, and the roles and duties for each process

Satisfied by applying IONICS analysis to design the AM processes using the 'Stress to Process' model to identify the resources, practices, quality assurance, and the roles and duties for each process

Satisfied by applying IONICS analysis to design the AM processes using the 'Stress to Process' model to identify the resources, practices, quality assurance, and the roles and duties for each process

Input the required competencies into the organization's human resource management, planning and up-skilling processes

Ensure the required competencies by using the organization's human resource management, planning and up-skilling processes

Ensure the required competency document information is kept by using the organization's human resource management, planning and up-skilling processes

Ensure the periodic review of competency and skills currency and needs is done by using the organization's human resource management, planning and up-skilling processes

Satisfied by using Accuracy Controlled Enterprise 3T procedures which advises the importance of following AM plans and the need to do the requirements in the plans

Satisfied as noted above

Satisfy the requirements of ISO 55001

Satisfy the requirements of ISO 55001

Satisfy the requirements of ISO 55001

Satisfied by using IONICS analysis and transferring internal and external communication requirements into applicable Accuracy Controlled Enterprise 3T procedures

Satisfied by applying IONICS analysis to design the AM processes and procedures using the 'Stress to Process' model to identify the information required for each process needed to achieve the AM objectives

Satisfy the document management and records management requirements of ISO 9001 applied to the asset management system.

Satisfied as noted above

Satisfy the document management and records management requirements of ISO 9001 applied to the asset management system.

Satisfy the document management and records management requirements of ISO 9001 applied to the asset management system.

Relevant Slides in PWW Training Presentations

Day 1: 19, 20, 29, 30, 44 to 53, 74 to 128 Day 2: 47 to 83

Day 3: 5 to 32, 44 to 48, 62 to 70

Day 1: 23, 29, 30, 45, 67 to 81, 91 to 114, 119, 125, 127 Day 2: 9 to 21, 74 to 83, 96, 97, 114 to 124

Day 3: 5 to 24

Day 1: 42, 47, 59 to 62 Day 2: 22 to 33, 91 to 93 Day 3: 33 to 43

As in 7.5

Day 1: 45, 59 to 62, 71, 72 Day 2: 42, 67 to 78, 90 to 92 Day 3: 16, 20 to 24, 33 to 43, 73, 74

Day 1: 19, 20, 29, 30, 43 to 47, 71, 72, 82 to 119 Day 2: 7 to 21, 49 to 59, 83, 122, 123

Day 3: 5 to 24, 33 to 51, 57, 67, 69, 73, 74

As in 7.5

As in 7.5

Relevant Articles on LRS Website

Currently in Your EAM System

Discrepancy / Gap

How to Address Gap

ISO 55001:2014 Asset Management Standard mapped to Plant Wellness Way

Clause No ISO 55001 Requirement ISO 55001 Clause

8 Operation

In document ISO-55001 Mapped to Plant Wellness Way (Page 76-104)