Manage Health Indicators

Asset Health Manager: Manage Health Indicators Workflow

This workflow describes the process for implementing checkpoints (i.e., new health indicator sources) and health indicators to implement risk mitigation Actions that have been defined in an Asset Strategy.

In the following workflow diagram, the blue text in a shape indicates that a corresponding description has been provided in the sections that follow the diagram. For more information, refer to the topic Interpreting the Workflow Diagrams.

Asset Strategy Management

Persona: Analyst (Asset Strategy)

Asset Strategy Management defines the health monitoring requirements for an asset, or asset class, based on understanding the underlying failure modes and effects, in combination with the criticality of the asset. This process identifies candidate failure modes where health monitoring offers a significant reduction in risk. This workflow assumes that the Strategy has been approved, an Action has been created for each Risk where a health indicator is the identified mitigation, and the Actions are not yet implemented.

Go to the Asset Strategy Management Workflow.

Other Workflows

Persona: Varies

Health Indicator sources are records that are created in other workflows. Health Indicator sources include:

  • Rounds checkpoints, i.e., Measurement Locations and Lubrication Requirements. These represent recurring scheduled tasks typically performed by asset operators, maintenance and lubrication technicians.

    Go to related workflows: Manage Rounds Routes and Asset Strategy Management.

  • Content Map, such as time series machine data collected from online sensors, which is stored in a process historian.

    Go to related workflow: Integrate with M2M Data Source.

  • Key Performance Indicators (KPIs), i.e. calculated asset performance parameters such as availability, reliability, etc.

    Go to related workflow: Manage KPIs.

  • Health indicator without source, i.e. health indicators calculated by Policies.

    Go to related workflow: Design Policy.

Implement Action as Rounds

Persona: Analyst (Strategy)

If a new Checkpoint is needed, implement a risk mitigation Action by a Rounds activity (Checkpoint, i.e., Measurement Location or Lubrication Requirement).

Checkpoints can be created from a template or template groups directly within the Asset Strategy implementation workflow.

Note: Checkpoints can also be created in the Manage Rounds Routes workflow. See Implement Action as HI Source.

Implement Action as HI Source

Persona: Analyst (Strategy)

If a new Checkpoint is not needed, implement a risk mitigation Action using existing health indicator sources that are created by other APM workflows.

For example, you might:

  • Create health indicators to monitor data from an external data source (e.g., Content Map).
  • Use a policy by creating a Health Indicator or an automated decision making process.
  • Implement a Checkpoint in Rounds Designer as a source for health indicators. Go to the Manage Rounds Routes workflow for details.

As part of implementing the Action, the health indicator source record is linked to the asset (i.e., equipment or functional location).

Health Indicator Created

Persona: Automated Process

Once a health indicator source record is linked to a relevant asset (i.e., equipment or functional location), Health Indicator records are created automatically and will be visible for the asset in Asset Health Manager.

Go to the Assess Asset Health workflow.

Persona: Manual Process

Health indicators are created by the User with a User Interface for a particular OT Source Tag and Asset through the OT AHI Connector.

The OT AHI Connector creates the Content Map record that relates the Health Indicator, OT Source Tag, and Asset. This relationship delivers value in readings, subscriptions, and limits. For more information see, Content Mapping.

Asset Strategy Management

Persona: Asset Strategy Analyst

Once the required Health Indicators have been created, the Asset Strategy Management workflow resumes. The Health Indicators can be selected to implement the previously unimplemented Actions.

Note: It is possible to create Rounds checkpoints based on Templates within the Asset Strategy Management workflow. In this case, the checkpoint is created and linked to the asset, and the health indicator is created, in the same step as implementing the Actions.

Go to the Asset Strategy Management Workflow.

Manage Performance Recommendations

Persona: Solution Administrator (Health)

A recommendation created from the Assess Asset Health workflow may request a change to the configuration of a health indicator, such as its limit values.

Go to the Assess Asset Health workflow or the Manage Performance Recommendations workflow.

Manage HI Configuration

Persona: Solution Administrator (Health)

Configure the Health Indicator source records to define health indicator limit values.

Limit values are stored on the Health Indicator Source record (example, Measurement Location) for automatically created health indicators and on the health indicators for others (example, Content Maps).