Manage Health Indicator Sources

Asset Health Manager: Manage Health Indicator Sources Workflow

By default, when a health indicator source such as a Measurement Location is linked to an asset, a Health Indicator is created; however, the Health Indicator may not always be required. This workflow describes the process for managing the addition or removal of Health Indicators.

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.
Manage Performance RecommendationsReview Health Indicator Sources ListHealth Indicator DeletedExclude HI SourceHealth Indicator CreatedInclude HI Source

Manage Performance Recommendations

Persona: Analyst

A recommendation created from the Assess Asset Health workflow may request that a health indicator for a health source linked to an asset be added or removed. For example, when checkpoints are created in the Rounds module, health indicators are automatically created for all checkpoints that are linked to assets, but some of these will represent inspection tasks that must be completed as part of a Route, but which provide no useful health information.

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

Review Health Indicator Sources List

Persona: Solution Administrator

Review the status of health indicator sources to ensure that all required health indicators are in place.

Exclude HI Source

Persona: Solution Administrator

If a health indicator that was automatically created when a source record was linked to an asset is not required, exclude the source record so that the related health indicators are removed.

Health Indicator Deleted

Persona: Automated

The APM system removes the existing health indicator record so that the health indicator will no longer appear in Asset Health Manager. This does not affect the limit settings on the source record or remove any related readings.

Include HI Source

Persona: Solution Administrator

If needed health indicators do not exist, include the relevant source records so that related health indicators are created.

Health Indicator Created

Persona: Automated

The APM system creates a health indicator record and sets the health indicator status based on the most recent reading. The health indicator then appears in Asset Health Manager.