Assess Asset Health

Asset Health Manager: Assess Asset Health Workflow

This workflow describes the process for assessing the health of assets managed in APM. Health assessment can be done on a routine basis for key assets; however, most assessments will be driven by health indicator alerts and warnings. As a result of the health assessment, the analyst may create recommendations to address the asset condition, frequently resulting in a work request being sent to the EAM system.

In the following workflow diagram, the blue text in a shape indicates that the corresponding description has been provided in the sections that follow the diagram. For more information, refer to the Interpreting the Workflow Diagrams topic in the APM Product Workflows documentation.
Note: For information on the personas associated with a APM module, refer to the APM Product Workflows documentation.
Review Asset Condition InformationAction Required?Create RecommendationStartOther WorkflowsManage Performance RecommendationsAcknowledge Alert?HI Alert ClearedReactivate Policy Instance?Activate Policy InstanceConsolidate Events?Consolidate Events

Start

Persona: Analyst (Health)

Various factors trigger the need to assess asset health; these may include any of the following:

  • Policies
  • Conditional alerts
  • Review of the Asset Health Overview page
  • Review of other APM solution overview pages
  • Core Analysis outputs such as queries, reports, and dashboards

Other Workflows

Persona: Various

The asset condition information that is brought together in Asset Health Manager is generated by various APM workflows.

  • Health Indicators: Health Indicators may be generated by a policy execution or related to Measurement Locations, Content Maps, KPIs, or any custom configured health indicator source record.

    Go to related workflows: Collect Rounds Data, Manage KPIs, and Execute Policy.

  • Events: Relevant Events can include work history, inspections, calibrations, etc., as well as events generated by M2M data sources.

    Go to related workflows: Inspection Assessment, Calibration Assessment, Execute Policy, and Integrate with M2M Data Source.

  • Recommendations: Recommendations can be generated from any other APM process.

    Go to the Manage Performance Recommendations workflow.

  • Policy Execution History: Policy execution results often contain information relevant for assessing asset condition.

    Go to the Execute Policy workflow.

  • Risks: Includes any risks contained in the relevant Asset Strategy. If a health indicator’s source has been identified as a mitigating action for a risk, then the status of that health indicator is evaluated in determining the overall health against the risk.

    Go to the Asset Strategy Management workflow.

Review Asset Condition Information

Persona: Analyst (Health)

Review the asset condition information brought together in Asset Health Manager to assess the overall health of the asset. This involves viewing the health indicators and associated risks, events, policy execution history, and recommendations related to a particular asset.

Consolidate Events?

Persona: Analyst (Health)

Determine if there are any events related to the same underlying asset condition that you would want to consolidate. For example, you might want to consolidate events representing repeated alarms or excursions due to the same asset condition, such as high vibration, for which you want to create a single recommendation.

You can consolidate events if:

  • They are the same type of event

    -and-

  • Consolidation is allowed for this type of event

Consolidate Events

Persona: Analyst (Health)

Consolidate two or more events related to the same underlying asset condition.

Action Required?

Persona: Analyst (Health)

Determine if any action is needed to maintain, restore, or improve asset performance, particularly for assets with events or health indicators with an alert status.

Create Recommendation

Persona: Analyst (Health)

If action is required, create a new recommendation to implement the action.

Go to the Manage Performance Recommendations workflow.

Manage Performance Recommendations

Persona: Analyst (Health)

The new recommendation is managed for approval and implementation through the Manage Performance Recommendations workflow.

Go to the Manage Performance Recommendations workflow.

Acknowledge Alert?

Persona: Analyst (Health)

If a health indicator is in alert status, determine whether or not it should be acknowledged. Acknowledging an alert means that you have determined that:

  • The current condition is tolerable for the time being

    -or-

  • Follow-up action is already underway or has been requested through a recommendation.

HI Alert Cleared

Persona: Automated Process

When an alert is acknowledged, the health indicator alert status is cleared until a new reading is added or until a specified date.

Reactivate Policy Instance?

Persona: Analyst (Health)

Some policies may be designed such that the executed policy instance is disabled after execution to prevent generation of multiple email messages, events, or recommendations in response to a continuing asset condition.

If a policy instance related to the asset being evaluated was disabled after execution, determine whether the instance should be reactivated to reinstate the automated monitoring process.

Activate Policy Instance

Persona: Analyst (Health)

Activate the related policy instance from Asset Health Manager or Policy Designer.

Go to the Design Policy workflow.