Windows Mobile Device Recommendations

About Accessing Recent Recommendations for an Asset on a Windows Mobile Device

If you have uploaded recommendations to GE Digital APM and the corresponding Operator Rounds Recommendation records are linked to the Equipment or Functional Location records and Measurement Location records, you can view a log of those Recommendation records on the Windows Mobile Device. To do so, you must access the Recommendation History feature from a Measurement Location record that is linked to the desired Equipment or Functional Location record.

For example, suppose the Measurement Location Smoke Alarm Check is linked to the Equipment record Alarm-4543. If you create the recommendation Replace alarm against Alarm-4543 and upload it to GE Digital APM, the next time you view any checkpoints for Alarm-4543 you will see the Operator Rounds Recommendation record Replace alarm against Alarm-4543 in the Recommendation History.

Create a Recommendation from a Reading on a Windows Mobile Device

Procedure

  1. Access Rounds on a Windows Mobile Device.
  2. On the Home screen, select View Routes.
    The Routes screen appears, displaying the Route records that were last downloaded.
  3. Select the Detail View button.
    The Readings - Detail screen appears.
  4. On the Readings - Detail screen, select .
    The New Recommendation screen appears.
    The following text boxes are populated automatically with values from the reading:
    • The Asset ID box is populated with the Asset ID of the Equipment or Functional Location record to which the associated Measurement Location record is linked. You cannot change the value. When you upload the recommendation to GE Digital APM, a link will be created between this Operator Rounds Recommendation record and the:
      • Equipment or Functional Location record with the specified Asset ID.
      • Measurement Location record to which the Reading is linked.
    • The Headline box is populated with the value in the Value box in the reading.
    • The Description box is populated with the value in the Description box in the reading.
  5. If the Measurement Location record that is associated with this Operator Rounds Recommendation record contains a value in the Asset Description box, that value will appear below in the Asset ID box.
  6. In the Headline box, enter a headline for the recommendation.
  7. In the Description box, enter a description of the recommendation.
    Note: If you entered text in the Description box on the Readings - Detail screen, that text will appear in the Description box on the New Recommendation screen. You can modify the description on this screen, and the updated text will be displayed when you return to the Readings - Detail screen.
  8. In the Priority list, select one of the following priorities for the recommendation:
    • High
    • Medium
    • Low
  9. Select Save.
    The recommendation is saved, and the Readings - Detail screen returns to focus.

Create a Recommendation from an alert on a Windows Mobile Device

Procedure

  1. On the Windows Mobile Device, access the Readings - Alert screen.
  2. If you enter a reading value that has been configured in the GE Digital APM Framework application to trigger an alert, when you try to navigate away from that checkpoint on the Windows Mobile Device, the Readings - Alertscreen will appear.
  3. On the Readings - Alert screen, select .
    The New Recommendation screen appears.
    The following text boxes are populated automatically with values from the reading:
    • The Asset ID box is populated with the Asset ID of the Equipment or Functional Location record to which the associated Measurement Location record is linked. You cannot change the value. When you upload the recommendation to GE Digital APM, a link will be created between this Operator Rounds Recommendation record and the:
      • Equipment or Functional Location record with the specified Asset ID.
      • Measurement Location record to which the Reading is linked.
    • The Headline box is populated with the value in the Value box in the reading.
    • The Description box is populated with the value in the Description box in the reading.

    If the Measurement Location record that is associated with this Operator Rounds Recommendation record contains a value in the Asset Description box, that value will appear below in the Asset ID box.

    The Headline box contains the value you entered for the reading, followed by:

    • The text Alert Condition if the reading is a character reading.
    • The text Upper Level Alert or Lower Level Alert if the reading is a numeric reading.
  4. In the Description box, enter a description of the recommendation.
    Note: If you entered text in the Description box on the Readings - Detail screen, that text will appear in the Description field on the Recommendations screen. You can modify the description on this screen, and the updated text will be displayed when you return to the Readings - Detail screen.
  5. In the Priority list, select one of the following priority values: High, Medium or Low.
  6. Select Save.
    The recommendation is saved, and the Readings - Alert screen returns to focus.

Create a Recommendation from a Home Screen on the Windows Mobile Device

Procedure

  1. Access Rounds on a Windows Mobile Device.
  2. On the Home screen, select Recommendations.
    The Manage Recommendations screen appears.

    If any recommendations have already been created and have not been uploaded to GE Digital APM, this screen will display the last recommendation saved to the Windows Mobile Device. You will need to select Options, and then select + New to see a blank recommendation, where you can continue with the following instructions.

    -or-

    If no recommendations have been created and saved to the Windows Mobile Device, a message appears, indicating that no recommendations exist and asking if you want to create a new recommendation. Select Yes.

    The New Recommendation screen appears.

  3. In the Asset ID box, enter the Asset ID of the Equipment or Functional Location record to which you want to link the Operator Rounds Recommendation record.
  4. In the Headline box, enter a headline for the recommendation.
  5. In the Description box, enter a description of the recommendation.
  6. In the Priority list, select a priority for the recommendation. You can select: High, Medium or Low.
  7. Select Save.
    The recommendation is saved to the Windows Mobile Device.

Results

When you enter a valid Asset ID (as it is stored in the GE Digital APM database) and the family of that entity is related to the Operator Rounds Recommendation family through the Has Recommendations relationship, when you upload the recommendation to GE Digital APM, a link will be created between the Operator Rounds Recommendation record and the Equipment or Functional Location record with the ID you entered.

For example, suppose the Asset ID for a Pump record is PMP-101. In order for a link to be created between this Operator Rounds Recommendation record and PMP-101, you would need to enter PMP-101 in the text box that appears at the top of the screen. In addition, the Pump family would need to be related to the Operator Rounds Recommendation family through the Has Recommendations relationship.

Delete a Recommendation

Procedure

  1. Access Rounds on a Windows Mobile Device.
  2. On the Home screen, select Recommendations.
  3. On the Manage Recommendations screen, select Options.
  4. Select Delete.
    The displayed recommendation is deleted.

View All Recommendations to be Uploaded to GE Digital APM on a Windows Mobile Device

Procedure

  1. Access Rounds on a Windows Mobile Device.
  2. On the Home screen, select Recommendations.
    The Manage Recommendations screen appears, displaying the last recommendation saved on the Windows Mobile Device.
    Note: If a recommendation was created from a reading, the Asset ID value is read-only.
  3. Select Next > to see the next to last recommendation that was created.
  4. Select Next > and < Prev to view all recommendations.

View Recent Recommendations for an Asset on a Windows Mobile Device

Procedure

  1. Access Rounds on a Windows Mobile Device.
  2. On the Home screen, select View Routes.
    The Routes screen appears, displaying the Route records that were last downloaded.
  3. Select the Detail View button.
  4. On the Readings - Detail screen, select .
    The Recommendation History screen appears, displaying a log of Operator Rounds Recommendation records that were recently linked to the Equipment or Functional Location record that is linked to the previously displayed Measurement Location record.
    Note: Recommendation History displays only the Operator Rounds Recommendation records that have been uploaded to GE Digital APM. By default, the screen displays the last five Operator Rounds Recommendation records that were linked to the specific Equipment or Functional Location record. In the image of the Recommendation History screen, you can see that only one Operator Rounds Recommendation record has been linked to the Equipment or Functional Location record to which the Measurement Location record is linked.
  5. View the record details.
    Each Operator Rounds Recommendation record is surrounded by a box. For each Operator Rounds Recommendation record, you can:
    • View the Recommendation Headline.
    • View the status of the record (as it is stored in the Status field on the OPR Recommendation datasheet in the GE Digital APM).
    • View the date and time that the Operator Rounds Recommendation record was saved to the Windows Mobile Device.
    • Select to view the description that was saved with the Operator Rounds Recommendation record. You can hide the comments by selecting the button.
  6. Select Close to close the Recommendation History screen.
  7. Optional: To access reading history from this screen, select Reading History