Create a New Health Indicator Record from the Instances Pane

If a policy model contains a Health Indicator node, within a policy instance that is associated with that policy, you can assign an existing Health Indicator record to that node or create a new Health Indicator record to assign to that node. The following instructions explain how to create a new Health Indicator record that will be assigned to a Health Indicator node. You can then use the Add Value to Health Indicator node to create Health Indicator Value records and link them to the new Health Indicator record.

Steps

Access the policy that is associated with the policy instance for which you want to assign a new Health Indicator record to a Health Indicator node.
At the bottom of the Design workspace, select the Instances tab.

The Instances pane appears.

On the right side of the Instances pane, next to the text box for the Health Indicator node to which you want to assign a new Health Indicator record, select .

The Create Health Indicator window appears.
Next to the Asset text box, select , and then use the Hierarchy Finder window to select the asset record to which you want to link the Health Indicator record (e.g., a record in the Equipment family).
In the Name text box, enter a name for the health indicator.
Optionally, in the Description text box, enter a description for the health indicator.
In the remaining text boxes, enter values to indicate the thresholds against which values associated with this health indicator will be compared to determine the status of the health indicator.
Select Create.

The new Health Indicator record is created, and the Instances pane is updated to show the Record ID of the new record.

On the Instances pane, select .

The policy instance is saved.
Repeat these steps for each instance that is associated with the policy.

What's Next?