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Monitorings allow you to monitor and regulate the operation of assets by tracking a preset value, and to trigger corrective maintenance actions based on the positive or negative variation of that value.
Create a monitoring
To create a monitoring, follow these steps:
Go to Assets | Measurements | Monitorings;
In the list of monitorings, click on Create;
On the creation screen, fill in the monitoring details:
Monitoring;
Description (required);
Unit (required);
Asset section: associate the monitoring with an element, through the Location Function, Family, Brand, Model and Asset Type fields;
Upper Limits section: fill in the Action and Warning values, the Trigger Events field and, if desired, the Create Request and Create Work Order options;
Lower Limits section: fill in the same fields as in the Upper Limits section;
Average section: fill in the Window;
Characteristics section: in each row, fill in the Characteristic, Value Type, Value, Unit and Enum Value columns. If more rows are needed, click on the + icon;
Remarks;
Click on:
Save and New, to save the monitoring and start a new record;
Save, in the arrow next to the Save and New button, to save only the monitoring.
Associate a monitoring with an element
When creating a monitoring, you must associate it with one of the following elements. The element defines the assets for which monitoring values can be recorded:
Element | Value recording |
|---|---|
Location function | You must select a location that has that location function. |
Family | You must select equipment or a tool of that family. |
Brand | You must select equipment or a tool of that brand. |
Brand and model | You must select equipment or a tool of that brand and that model. |
Location | You can only record for that location. |
Equipment | You can only record for that equipment. |
Tool | You can only record for that tool. |
Define the limits and the average
In the Upper Limits and Lower Limits sections, the Trigger Events field defines the number of consecutive values required to trigger a warning or an action.
If the action and warning fields are filled in, they must follow the order Upper Action > Upper Warning > Lower Warning > Lower Action:
The upper action limit must be greater than the upper warning limit;
The upper warning limit must be greater than the lower warning limit;
The lower warning limit must be greater than the lower action limit.
In the Average section, the Window field indicates the number of records of monitoring values used to calculate the average. To learn more about the average calculation, see the article How is the average of meters and monitorings calculated?.
Assign characteristics
In the Characteristics section, you can assign one or more characteristics to the monitoring. The characteristics can be of the following types:
Number;
Text;
Date/Time;
Boolean;
Enum.
When saving the record, the following validations are performed:
No repeated characteristics can exist;
Number: checks if the text entered in the Value field is a number, if the number of decimal places matches the characteristic's unit, and if the separator matches the user's language;
Date/Time: checks if the text entered in the Value field is a date, a time, or both;
Boolean: checks if the value entered in the Value field is 0 (False) or 1 (True);
Enum: checks if the Enum Value matches the values of the selected characteristic.