Recommendations

About Acknowledgments and Recommendations in AHM

As you view and analyze health information for an asset, you can use recommendations and acknowledgments to manage health indicators with warning or alert statuses.

Recommendations

While viewing any asset on the Health Summary page, you can review existing performance recommendations related to the asset or create a new General Recommendation based on either a health indicator status or on an event.

When you create a new recommendation based on a warning or alert health indicator status, it is linked automatically to the related asset and populated with various information about the health indicator and asset. Likewise, when you create a new recommendation based on an event, it is linked automatically to the related asset and populated with various information about the event and asset.

Note: Recommendations will be linked to the corresponding records only if a relationship definition is defined between the General Recommendation family and the respective asset family.

Acknowledgments

You can acknowledge a warning or alert status of a health indicator in order to temporarily suppress the negative status indication where cumulative statuses are displayed on the Health Summary and Asset Health Manager Overview pages. When you acknowledge a health indicator status, the information displayed for the individual health indicator will show the actual warning or alert status, but the status will be counted as normal when a cumulative status or status summary including that health indicator is determined.

By acknowledging alerts and warnings, you can notify other users that the conditions causing the negative status have been reviewed. Typically, you would acknowledge a warning or alert after analyzing the cause and creating a recommendation to address the issue.

You can specify that an acknowledgment is one-time, which will suppress the warning or alert only until a new reading is added to the health indicator, or that it lasts until a certain date. If you specify that it lasts until a certain date, the warning or alert will be suppressed until a new reading is added after the expiration date, regardless of any warning or alert readings that are added in the meantime, or until the health indicator returns to normal status. For example, you could acknowledge an alert status and specify that the acknowledgment is valid until the target completion date for a related recommendation that addresses the underlying cause of the alert condition.

Access Recommendations in Asset Health Manager

About This Task

Procedure

  1. Access the Health Summary page.
  2. Select the asset whose related performance recommendations you want to view.
  3. On the upper-right side of the page, select .

    The Recommendations pane appears, displaying a list of recommendations related to the selected asset.

  4. Select a recommendation in the list to view additional details.
    Tip: For information about additional options available when working with the Recommendation records, refer to the Action Management section of the documentation.

What To Do Next

Create a Recommendation Based on Health Indicator Status

Procedure

  1. Access the Health Summary page.
  2. In the This Asset subsection, select the check box next to the health indicator(s) based upon which you want to create a recommendation.
  3. Above the grid, select .

    The Recommendations pane appears, displaying the datasheet for a new General Recommendation with some fields populated automatically.

    For each selected health indicator, the following information is populated in the Recommendation Description field: Health Indicator Name> ~ <Alert Status> ~ <Current Reading Date> ~ <Current Reading>.

    Note: If you selected multiple health indicators, the recommendation will be populated with information for only those with warning or alert statuses.
  4. As necessary, provide additional details to complete the recommendation.
  5. Select .

    If you created the recommendation for at least one health indicator with an alert or warning status and the status has not already been acknowledged, the Acknowledge Health Indicator dialog box appears.

  6. If you want to acknowledge the warning or alert status of the health indicator(s) for which you created the recommendation, select Yes. The Acknowledge window appears, where you can complete the acknowledgment.
    Note: The acknowledgment will apply only to the health indicators whose statuses have not already been acknowledged.

    -or-

    If you do not want to acknowledge the status, select No.

  7. To close the Recommendations pane, select .

Results

A General Recommendation record is added to the APM database and linked to the selected asset.

What To Do Next

Create a Recommendation Based on an Event

Before You Begin

Ensure that a relationship definition exists between the General Recommendation family and the asset family associated with the event for which you want to create a recommendation.

Procedure

  1. Access the Events section of the Health Summary page.
  2. Select the check box next to the event for which you want to create a recommendation.
  3. Above the grid, select .

    The Recommendations pane appears, displaying the datasheet for a new General Recommendation record with some fields populated automatically.

    The following information is populated in the Recommendation Description field: <Event Name> ~ <Event Description> ~ <Severity> ~ <Event Start Date> ~ <Event End Date>.

  4. As necessary, provide additional details to complete the recommendation.
  5. Select .
    The recommendation is saved.
  6. To close the Recommendations pane, select .

Results

A General Recommendation record is added to the APM database and linked to the selected asset.