Alerts Grid View

You can switch between the Alerts Inbox and Alerts Grid anytime while viewing the alerts.

• To access alerts grid:
  1. In the module navigation menu, select Tools > Alerts.
  2. Select , and then select an alert filter set.
     A pane that contains a list of alerts appears.
  3. Select .
  The currently filtered alerts and information associated with the alerts appear in a table.
• To switch back to alerts inbox view, select .

The Asset Hierarchy section in an alerts grid provides you with an option to select an asset such that you can view the alerts related to the asset. You can select multiple assets and the alerts associated with the selected assets appear in the alerts grid.

1. In the module navigation menu, select Tools > Alerts.
2. Select , and then select the alert filter set.
   The alerts for the selected filter set appears.
3. Select .
   The Asset Hierarchy window appears, containing the list of assets in a parent-child structure.

   Note: The hierarchy contains all the assets for which you have access permission.

   Tip:

   • You can search for an asset within the hierarchy.
   • You can filter the assets based on its category.
     To filter the assets, perform the following steps:

     1. Select Filter.

        The ASSET CLASSIFICATION section appears.

     2. In the Select Asset Classification drop-down list box, select the category of the asset, and then select Apply.
4. Select the check boxes corresponding to the assets for which you want the associated alerts.
   Note: When you select a parent at any level in the Asset Hierarchy window, the subsequent child elements are also selected by default.
5. Select Apply.
   The alerts for the selected assets are displayed and a text appears as Asset Filter Applied indicating that the asset filter is applied.

   Note: To remove the applied filter for the alerts, select in the Asset Filter Applied box.

Results

The alerts grid is refreshed, and the alerts associated with the selected assets appear.

Tip: To collapse the Asset Hierarchy section, select .

You can apply your favorite filters to the list of alerts.

The selection, and the open or collapsed state of the hierarchy persists, and it is available the next time you access the application.

You can show or hide certain columns in the Alerts Inbox grid view.

• To add a column using the Show Columns drop-down list box:
  1. In the module navigation menu, select Tools > Alerts.
  2. Select .
     The currently filtered alert inbox appears as a table.
  3. In the Show Columns drop-down list box, select the check box for the column that you want to add to the Alerts grid.
     The selected column appears in the grid.

     Note: You can enter the name of the column in the Search box to search for it in the drop-down list.
• To add a column using the Table Settings window:
  1. In the module navigation menu, select Tools > Alerts.
  2. Select .
     The currently filtered alert inbox appears as a table.
  3. Select .
     The Table Settings window appears.
  4. In the SHOW COLUMN column, select the check box for the column that you want to add to the grid.
  5. Select Apply.
     The selected column appears in the grid.
• To remove a column using the Show Columns drop-down list box:
  1. In the Show Columns drop-down list box, clear the check box for the column that you want to remove from the Alerts grid.
     The column is removed from the grid.
• To remove a column using the Table Settings window:
  1. Select .
     The Table Settings window appears.
  2. In the SHOW COLUMN column, clear the check box for the column that you want to remove from the grid.
  3. Select Apply.
     The selected column is removed from the grid.

Sorting and filtering columns allow you to categorize and find the required data easily.

• To sort a column:
  1. In the module navigation menu, select Tools > Alerts.
  2. Select , and then select an alert filter set.
     A pane that contains a list of alerts appears.
  3. Select the heading of the column that you want to sort.
     The column is sorted in reverse order.

     The ANALYTIC MODEL NAME, ASSET ID, ASSET NAME, ASSET ALIAS, ASSET CUSTOMER NAME, and SITE NAME columns are sorted in the natural collation order, first by number, then uppercase and lowercase letter, and then Receive Time.

     Tip: To reverse the order, select the column heading again.
• To filter a column:
  1. In the module navigation menu, select Tools > Alerts.
  2. Select , and then select an alert filter set.
     A pane that contains a list of alerts appears.
  3. In the heading of the page, select the Toggle Filter button ().
     The Filter boxes appear for each column in the table.

     Note: For all the columns containing timestamps, a drop-down menu appears in the Filter box. When you select the menu, a window appears, allowing you to specify a date range based on which the data in the table is filtered.
  4. In the Filter box for the column based on which you want to filter the table, enter a few characters.
     Tip:

     • In Internet Explorer, double-click the Filter box, and then enter the text.
     • As soon as you enter three characters, entries are filtered in the column. As you continue to type, the entries are further filtered, narrowing the results.
     For example, to find the alerts that are in process, in the Filter box of the STATUS column, enter In. The data in the table is filtered, and only entries with the In Process and In Process Maintenance statuses are displayed in the table.
     • To filter data by specifying a filter criterion in a column containing timestamps, select the drop-down menu that appears in the Filter box for the column, specify the dates in the FROM and TO date fields, and then select Apply.
     • To narrow the filter results when filtering one of the following columns, select in the column heading, and then select one or more options in the drop-down combo box:
       • ALERT SOURCE
       • ALERT TYPE
       • DISPOSITION
       • SEVERITY
       • STATUS
     • To narrow the filter results when filtering one of the following columns, select in the Filter box, and then specify the filter criteria:
       • ANALYTIC MODEL NAME
       • ASSET ALIAS
       • ASSET CUSTOMER NAME
       • ASSET ID
       • ASSET NAME
       • ASSET PARENT
       • NAME
       • OWNER
       • SOURCE KEY
     • To narrow the filter results when filtering the column ASSET CRITICALITY, you can specify one of the following filter criteria:
       • Greater than
       • Less than
       • Greater than or equals
       • Less than or equals
       • Does not equal
       • Equals
     The filtered data is displayed in the table.

You can customize the alerts grid by reordering the columns.

• To reorder the columns by dragging:
  1. In the module navigation menu, select Tools > Alerts.
  2. Select , and then select the alerts filter set for which you want to reorder the columns in alerts grid.
  3. Select
     A pane that contains a list of alerts appears.
  4. Select the name of the column header that you want to move, and then drag the column either to the left or to the right in the table.
     The column position is rearranged based on where you dropped it in the table.
• To reorder the columns using the Table Settings window:
  1. In the module navigation menu, select Tools > Alerts.
  2. Select , and then select the alerts filter set for which you want to reorder the columns in alerts grid.
  3. Select
     A pane that contains a list of alerts appears.
  4. Select .
     The Table Settings window appears.
  5. In the RE-ORDER column, hover over the row that contains the name of the column whose position you want to change in the table, and then select one of the following buttons:
     • : Moves the columns to the left in the table
     • : Moves the columns to the right in the table
  6. Select Apply.
     The column position is rearranged in the table.

1. In the module navigation menu, select Tools > Alerts.
2. Select , and then select an alert filter set.
   A pane that contains a list of alerts appears.
3. Select .
   The alert grid for the selected filter set appears.
4. Select .
   The Table Settings window appears.
5. In the FREEZE COLUMN LEFT column, select the check box corresponding to the name of the column that you want to freeze.
6. Select Apply.
   The selected column is locked and remains visible even when you scroll to another area of the grid.

Grouping of columns organizes data in different levels.

1. In the module navigation menu, select Tools > Alerts.
2. Select , and then select the alert filter set to access the alerts grid in which you want to group columns.
   The alerts grid for the selected filter set appears.
3. Select a column heading, and then drag it to the Drag a column header here to group by that column box.

You can view the case details associated with an alert by selecting the linked cases in the alerts grid.

1. In the module navigation menu, select Tools > Alerts.
2. Select , and then select an alert filter set.
   A pane that contains a list of alerts appears.
3. Select to view alerts in a grid view.
4. Perform the following steps to view the details of a case associated with an alert:
   1. In the LINKED CASES column for an alert, select .
      A menu appears, displaying the IDs of the cases that are associated with the alert.

      Note: The number of cases associated with the alert appears in parenthesis next to the icon.
   2. In the menu, select the ID of the case whose details you want to view.
      The details of the linked case appear in a new tab.

1. In the module navigation menu, select Tools > Alerts.
2. Select , and then select an alert filter set.
   A pane that contains a list of alerts appears.
3. Select to view alerts in a grid view.
4. In the NOTES column of the grid, select for the alert whose notes you want to view.
   The public notes related to the alert appear in a tool-tip.

1. In the module navigation menu, select Tools > Alerts.
2. Select , and then select the alert filter set that contains the alert for which you want to generate a PDF report.
   A page that contains a list of alerts appears.
3. Select the alert.
   The Alert Details page appears.
4. Select , and then select Export PDF.
   The Export PDF window appears.
5. Select the sections that you want to include in the report.
   By default, all sections are selected. The ALERT INFORMATION option is unavailable for selection and by default, it is included in every report that was generated for the alert.

   To cancel the selection for a section that you do not want to include in the PDF report, select the section to remove the check mark.

6. Select Export.
   A message appears, indicating that the PDF report is being generated.

   Note:

   • Export of alert details to a PDF file may take up to five minutes.
   • Only a PDF file of size up to 5 MB will be generated for an alert.

1. In the module navigation menu, select Tools > Alerts.
2. Select , and then select an alert filter set.
   A pane that contains a list of alerts appears.
3. Select to view the alerts in grid view.
4. Select the check box for each alert for which you want to perform the bulk action or select the check box in the table header to include all alerts.
   A pane appears at the bottom of the table.

   Tip: To select consecutive alerts, select the check box for the first alert, press and hold Shift, and then select the check box for the last alert.
5. Perform one of the following steps:
   • If you want to update the notes, disposition, status, or owner for the alert, in the pane that is displayed at the bottom of the table, specify the appropriate values in the NOTES, DISPOSITION, STATUS, and OWNER boxes, respectively, and then select Submit.
     Note: Select to expand or to collapse the Bulk Edit pane.
   • If you want to perform other actions on the alerts, select Bulk Actions, and then select one of the following options.
     Note: The Bulk Action drop-down list box will be enabled only after you select one or more alerts.

   Bulk Action	Description
   Claim	Claims the alerts and perform various actions on them. Note: You cannot claim an alert that belongs to another tenant. When you select this option, a message appears, indicating the result of the action, where <N> is the number of alerts affected.
   Disposition	Applies the disposition for the selected alerts. Note: You cannot apply a disposition for an alert that belongs to another tenant. When you select this option, the Disposition window appears. Select one of the following options, and then select Apply: None Specifies not to assign any disposition. By default, None is selected. Valid Specifies a valid issue, which requires additional action. False Specifies False positive, which does not require any further action. False system Specifies a False positive because of a system malfunction. Hence it does not require any further action. Sensor Issue Specifies a Sensor malfunction, which may require a work order to investigate and repair the failed sensors. Reset State Data Specifies that an Alert is a result of corruption or resetting of state information, which may require further action. Outage Specifies an outage at a plant for an associated asset. Hence, it does not require any further action. A message appears, indicating the result of the action, where <N> is the number of alerts affected and the selected change appears in the Disposition column for the alerts. Note: Only the owner of an alert can change its disposition. If an alert does not have an owner, you cannot update the disposition. If an alert has been processed, then you cannot update its disposition.
   Release Claim	Applies release claims on selected alerts. Note: You cannot release a claim for an alert that belongs to another tenant. When you select this option, a message appears, indicating the result of the action, where <N> is the number of alerts affected. After the Release Claim is applied to the selected alerts, their status changes from In Process to Ready.
   Mark as Processed	Marks the selected alerts as being processed. Note: You cannot mark an alert that belongs to another tenant as processed. When you select this option, a message appears, indicating the result of the action, where <N> is the number of alerts affected. Status of the selected alerts is changed to Processed.
   Create Case	Creates a case for multiple alerts. Note: You cannot create a case for an alert that belongs to another tenant. When you select this option, the Create Case window appears. Enter the required details, and then select Create. Note: You can create a case only for claimed alerts and the alerts should belong to the same asset. A case is created for the selected alerts.
   Add Note	Adds the entered text as a note to the selected alerts. When you select this option, the Add Note window appears. In the text box, add a note, and then select Save. Note: In the text box, you can add a note of up to 5000 characters. A message appears, indicating the result of the action, where <N> is the number of alerts affected. If one of the selected alerts is opened, the added note appears in the Notes section of the details page of the alert.
   Upload Evidence	Uploads files that are attached to the selected alerts. When you select this option, your browser file selection dialog box appears. Select the file that you want to upload as evidence to the selected Alerts. A message appears, indicating the result of the action, where <N> is the number of alerts affected.
   Perform Maintenance	Performs actual maintenance on the alerts. The Perform Maintenance option is available in the Bulk Actions drop-down list box only if the selected alerts are in In Process state. The status of the selected alerts changes to In Process Maintenance. Note: It is recommended to perform maintenance on alerts that are generated by Smart Signal or any Analytics. If you perform maintenance on other alerts, only the status changes to In Process Maintenance with no impact on the workflow.
   View Default Analysis	The View Default Analysis option is available in the Bulk Actions drop-down list box only if SmartSignal is configured as an Alert Source. Opens the default analysis charts of the selected SmartSignal alerts. You can select up to 10 SmartSignal alerts. When you select this option, the charts of selected alerts are displayed in a separate web browser tab in Analysis view. If the tenant preferences for Smart Signal charting is set to Create a New Card for Each Alert, then a new card is created for each alert. The name of the card is set to the alert name. By default, this setting is off. When the setting is off, all the tags from the selected alerts are plotted on the same card. If the card limit is exceeded, a new card is created automatically where the remaining tags are plotted.
   Defer Alert	The Defer Alert option is available in the Bulk Actions drop-down list box only if the Alert is in Ready (to be claimed) state. When you select this option, the Defer Alert window appears. Select one of the following options, and then select Save: Defer By Timespan Specify the definite time by which the alert should be deferred. By default, Timespan is selected. Defer By Date and Time Specify the Start Date, Start Time, End Time and End Date. Note: After the specified time, alert state changes to Processed
   Dismiss Deferred Alert	The Dismiss Deferred Alert option is available in the Bulk Actions drop-down list box only for deferred alerts. When you select this option, the Dismiss Deferred Alert confirmation window appears. Select Dismiss to dismiss deferral for the alerts. These alerts will be marked in Ready state again for user to work on them.

Performing maintenance is the process of selecting an analytic instance associated with an alert for maintenance and retraining the analytic instance if it generated a spurious alert because the analytic instance did not accurately reflect the current operating state. You can access the analytic instance associated with a SmartSignal alert from the ANALYTIC INSTANCE column in the alerts grid.

1. In the module navigation menu, select Tools > Alerts.
2. Select , and then select the alert filter set that contains the alert for which you want to perform maintenance of the associated analytic instance.
   A grid for the selected filter set appears.

   Tip:

   You can change the status of the alert to In Process Maintenance to signify that the analytic instance associated with the alert is in maintenance. To change the status, perform the following steps:

   1. In the grid, select the check box for each alert for which you want to perform maintenance of the associated analytic instance.
   2. In the Bulk Actions drop-down list box, select Perform Maintenance.

   The status of the selected alerts changes to In Process Maintenance.

   You can filter the STATUS column such that the grid displays only alerts that are in In Process Maintenance state.

3. In the ANALYTIC INSTANCE column, select the link to access the SmartSignal Maintenance page, where you can modify the analytic instance for the corresponding alert.
   Note:

   The ANALYTIC INSTANCE link is not available for the following alerts, instead it contains None:

   • Alerts other than SmartSignal alerts.
   • Alerts that belongs to another tenant.

   For more information on modifying an analytic, refer to the Analytics documentation.