Action Management Deployment

Deploy Recommended Actions for the First Time

The following table outlines the steps that you must complete to deploy and configure this module for the first time.

These tasks may be completed by multiple people in your organization. We recommend, however, that the tasks be completed in the order in which they are listed.

Before you begin completing these tasks, review the system requirements for this module to identify the supported features for this module in Essentials.


Step	Task	Notes
1	Assign Security Users to one or more of the Recommended Actions Security Groups and Roles.	This step is required.

Recommended Actions Security Groups

The following table lists the baseline Security Groups available for users within this module, as well as the baseline Roles to which those Security Groups are assigned. In Essentials, Roles are assigned to Security Users through permission sets.

Important: Assigning a Security User to a Role grants that user the privileges associated with all of the Security Groups that are assigned to that Role. To avoid granting a Security User unintended privileges, before assigning a Security User to a Role, be sure to review all of the privileges associated with the Security Groups assigned to that Role.

The baseline family-level privileges that exist for these Security Groups are summarized in the following table.


Security Group	Roles
MI Recommendation Management User	MI Foundation Admin MI Foundation Power MI Foundation User


Family	MI Recommendation Management User
Entity Families
Action	View
Equipment	View
Hazards Analysis Consequence	View
Instrumented Function	View
Protective Instrument Loop	View
RCA Analysis	View
RCA Team Member	View
RCM FMEA Analysis	View
Recommendation	View, Update, Insert, Delete
SIS Proof Test	View
SIS Proof Test Template	View
Relationship Families
Has Asset Strategy	View, Update, Insert, Delete
Has Associated Recommendation	View, Update, Insert, Delete
Has Consolidated Recommendations	View, Update, Insert, Delete
Has Driving Recommendation	View, Update, Insert, Delete
Has Recommendations	View, Update, Insert, Delete
Has RCM FMEA Recommendation	View, Update, Insert, Delete
Has Strategy	View, Update, Insert, Delete
Has Superseded Recommendations	View, Update, Insert, Delete
Is RCM FMEA Asset	View, Update, Insert, Delete
Production Event Has RCA Analysis	View
RCA Analysis Relationships	View


Family	MI Recommendation Management User
Entity Families
Action	View
Equipment	View
Hazards Analysis Consequence	View
Instrumented Function	View
Protective Instrument Loop	View
RCA Analysis	View
RCA Team Member	View
RCM FMEA Analysis	View
Recommendation	View, Update, Insert, Delete
SIS Proof Test	View
SIS Proof Test Template	View
Relationship Families
Has Asset Strategy	View, Update, Insert, Delete
Has Associated Recommendation	View, Update, Insert, Delete
Has Consolidated Recommendations	View, Update, Insert, Delete
Has Driving Recommendation	View, Update, Insert, Delete
Has Recommendations	View, Update, Insert, Delete
Has RCM FMEA Recommendation	View, Update, Insert, Delete
Has Strategy	View, Update, Insert, Delete
Has Superseded Recommendations	View, Update, Insert, Delete
Is RCM FMEA Asset	View, Update, Insert, Delete
Production Event Has RCA Analysis	View
RCA Analysis Relationships	View