AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Checklist of All Exercises and Assignments

Your participation in the exercises and assignments is an integral part of learning from this course. Each
module has one or more exercises with a video that includes a demo and directions. In total, there are
33 exercises for you to complete and check off on the checklist at the end. Use this document to track
your progress and take notes.

Module 1, Exercise 1: Getting to Know AVEVA™ Asset Strategy Optimization

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 1 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 2, Exercise 1: Creating a Structure in AVEVA Asset Strategy Optimization

Creating a Structure in Asset Strategy Optimization

Hands-On Exercise

Tip 1:
Use the Tag field to create the tag values in
front of the object names. Asset Strategy
Optimization will put a “-” mark in between.

Tip 2:
Use Ctrl-N to create a new object (if there is
only one object to create). Use [Tab] to fill in
the next edit field.

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 2 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 2, Exercise 2: Add a Failure Behavior to Your Structure

Adding Failure Behavior

Hands-On Exercise

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 3 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 3, Exercise 1: Creating Business Objectives in AVEVA Asset Strategy Optimization

Creating Business Objectives in Asset Strategy Optimization

Hands-On Exercise

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 4 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 3, Exercise 2: Creating Factor Classifications

Creating Factor Classifications in Asset Strategy Optimization

Hands-On Exercise

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 5 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 3, Exercise 3: Defining New Failure Modes, Adding Fail Modes (Property Grid)

Adding Fail Modes (Property Grid)

Hands-On Exercise

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 6 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 3, Exercise 4: Using the FMECA Grid, Adding Business Objective Values

FMECA Grid
Hands-On Exercise

1. Select a business objective cell.

2. Select a value from the list.
3. Optionally, add a comment.
4. Repeat for each cell.

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 7 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 3, Exercise 5: Using the FMECA Grid, Property Grid, Property Screen, and Adding a New Value

FMECA Grid
Hands-On Exercise

GUI Tip:
Property Screens can be used throughout Asset Strategy Optimization in
many situations. When double-clicking an item, if available, the property
screen will be displayed.

Information shown in Property Screens are exact copies of the

information shown in the Property Grid.

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 8 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 3, Exercise 6a: Calculate Risk by Checking the MTTF Values

Adding MTTF Values

Hands-On Exercise

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 9 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 3, Exercise 6b: Calculate Risk by Checking and Adding MTTF Values

Adding MTTF Values

Hands-On Exercise

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 10 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 4, Exercise 1: Opening the Risk Matrix

Opening the Risk Matrix

Hands-On Exercise

Question:
Why are the values on the second and
third rows all zeros?

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 11 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 4, Exercise 2: Creating a Maintenance Action

Creating a Maintenance Action

Hands-On Exercise

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 12 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 4, Exercise 3: Risk Matrix Filled

Risk Matrix Filled

Hands-On Exercise

Tips:
1. Change the business objective from the drop-down box to show the
corresponding Risk Matrix.
2. The number of unacceptable risks (4) can be found underneath the Risk
Matrix.

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 13 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 5, Exercise 1: Find Critical Fail Causes Without Preventive Maintenance (PM)

Find the Critical Fail Causes Without PM

Hands-On Exercise

Tip:
Double-click an item to jump to the FMECA-tree
and change maintenance strategy so the item
will disappear from this screen.

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 14 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 5, Exercise 2: Add Preventive Maintenance Actions (CBM/UBM)

Add CBM and UBM

Hands-On Exercise

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 15 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 5, Exercise 3: Add Preventive Actions (CBM/UBM) and Explore Their Properties

Add CBM and UBM

Hands-On Exercise

Tip:
See Help file for an explanation of the fields.
Tip:
1. Define the interval when PM will
take place.
2. Define the period (lead-time) when
function degradation can be noticed.

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 16 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 6, Exercise 1: Simulate a Scenario

Simulate Scenario
Hands-On Exercise

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 17 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 6, Exercise 2: Show the Risk Matrix

Show the Risk Matrix

Demo

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 18 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 7, Assignment: Part 1

Assignment (1)
Try This Yourself

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 19 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 7, Assignment: Part 2

Assignment (2)
Use the Following Data:

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 20 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 7, Assignment: Part 3

Assignment (3)

Function: Circulates Medium CBM for LV-E Motor:

FBM for LV-E Motor:

Preventive

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 21 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 8, Exercise 1: Add CLM to the Pump System

Adding CLM to the Pump System

Hands-On Exercise

Tip:
Make sure the CLM is created on the
Part level in this exercise.

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 22 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 9, Exercise 1: Perform a Quick-FMECA (Q-FMECA)

Perform a Quick FMECA (Q-FMECA)

Hands-On Exercise

Tip:
For critical systems to turn red or bold black, based on the
outcome of a QFMECA, the option, Enable Quick FMECA Actions
(found in Extra/Options/GUI Settings) should be enabled.

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 23 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 10, Exercise 1: Create an FM Library Structure

Creating an FM-Library Structure in Asset Strategy Optimization

Hands-On Exercise

Begin Date:
Date on which the
system was put into
use. Any change in
the begin date
parameter is
Tip: apparent from the
Pay attention to how to use the fields results of the
Name and Function. simulation of the
system or
subsystem.

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 24 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 10, Exercise 2: Copy Elements from the FMECA-Tree to the Folder in the FM Library

Creating an FM-Library Structure in Asset Strategy Optimization

Hands-On Exercise

Tip:
Drag the element you wish to copy – here it is Component
– onto the parent – here it is Part – then release.

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 25 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 10, Exercise 3: Drag and Drop to Copy from the FMECA-Tree to the FM Library

Copy from FMECA-Tree to FM-Library Structure

Hands-On Exercise

Copy Actions: 6
1. Drag model H30-7610-P30 to folder with your name (Rob) and
confirm drag.
2. Check how this creates this object in that folder in the FM
Library.
3. Try some similar actions with different objects.

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 26 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 10, Exercise 4: Copy from the FM Library to the FMECA-Tree

Copy from FM-Library to FMECA-Tree

Hands-On Exercise

Copy Actions:
1. Drag the Pump System in folder Rob, to Rob’s System.
2. Check how this creates (sub-)systems in the FMECA tree.

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 27 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 10, Exercise 5: Merge Copy from the FM Library to the FMECA-Tree, Part 1

Merge-Copy from FM-Library to FMECA-Tree (Part 1)

Hands-On Exercise

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 28 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 10, Exercise 5: Merge Copy from the FM Library to the FMECA-Tree, Part 2

Merge-Copy from FM-Library to FMECA-Tree (Part 2)

Hands-On Exercise

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 29 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 10, Exercise 6: Compare and Match FM Library and FMECA Screens, Side-by-Side

Compare and Match

Hands-On Exercise

Blue: business objective occurs on both sides

Red: business objective has no match on other side
Flat: value matches on other side
Bold: no matching value on other side

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 30 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 11, Exercise 1: Discover FlexGrid Columns (Move, Group, Remove a Column, Sort on Column)

Discover FlexGrid
Hands-On Exercise

Move Columns Group by Columns

Remove a Column Sort on Column

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 31 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 11, Exercise 2: Discover FlexGrid Filtering, Freeze a Column, and Pin a View

Discover FlexGrid (2)

Hands-On Exercise

Filter on Values Filter Editor

Pin a View Freeze Column

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 32 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 11, Exercise 3: FlexGrid Mass Change, Consistency, Auto Number, and Pass Through

Discover FlexGrid (3)

Hands-On Exercise

Mass Change Check Consistency

Auto Number Pass Through

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

P a g e 33 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Checklist of All Exercises and Assignments

Module 1
Module 1, Exercise 1: Getting to Know AVEVA™ Asset Strategy Optimization

Module 2
Module 2, Exercise 1: Creating a Structure in AVEVA Asset Strategy Optimization
Module 2, Exercise 2: Add a Failure Behavior to Your Structure

Module 3
Module 3, Exercise 1: Creating Business Objectives in AVEVA Asset Strategy Optimization
Module 3, Exercise 2: Creating Factor Classifications
Module 3, Exercise 3: Defining New Failure Modes, Adding Fail Modes (Property Grid)
Module 3, Exercise 4: Using the FMECA Grid, Adding Business Objective Values
Module 3, Exercise 5: Using the FMECA Grid, Property Grid, Property Screen, and Adding a
New Value
Module 3, Exercise 6a: Calculate Risk by Checking the MTTF Values
Module 3, Exercise 6b: Calculate Risk by Checking and Adding MTTF Values

Module 4
Module 4, Exercise 1: Opening the Risk Matrix
Module 4, Exercise 2: Creating a Maintenance Action
Module 4, Exercise 3: Risk Matrix Filled

Module 5
Module 5, Exercise 1: Find Critical Fail Causes Without Preventive Maintenance (PM)
Module 5, Exercise 2: Add Preventive Maintenance Actions (CBM/UBM)
Module 5, Exercise 3: Add Preventive Actions (CBM/UBM) and Explore Their Properties

Module 6
Module 6, Exercise 1: Simulate a Scenario
Module 6, Exercise 2: Show the Risk Matrix
P a g e 34 | 35
AVEVA Asset Strategy Optimization Basics ©AVEVA 2022 Exercises & Checklist

Module 7
Module 7, Assignment: Part 1
Module 7, Assignment: Part 2
Module 7, Assignment: Part 3

Module 8
Module 8, Exercise 1: Add CLM to the Pump System

Module 9
Module 9, Exercise 1: Perform a Quick-FMECA (Q-FMECA)

Module 10
Module 10, Exercise 1: Create an FM Library Structure
Module 10, Exercise 2: Copy Elements from the FMECA-Tree to the Folder in the FM Library
Module 10, Exercise 3: Drag and Drop to Copy from the FMECA-Tree to the FM Library
Module 10, Exercise 4: Copy from the FM Library to the FMECA-Tree
Module 10, Exercise 5, Part 1: Merge Copy from the FM Library to the FMECA-Tree
Module 10, Exercise 5, Part 2: Merge Copy from the FM Library to the FMECA-Tree
Module 10, Exercise 6: Compare and Match FM Library and FMECA Screens, Side-by-Side

Module 11
Module 11, Exercise 1: Discover FlexGrid Columns, Move or Group by Columns, Remove a
Column, Sort on Column
Module 11, Exercise 2: Discover FlexGrid Filtering, Freeze a Column, and Pin a View
Module 11, Exercise 3: FlexGrid Mass Change, Consistency, Auto Number, and Pass Through

P a g e 35 | 35