Name	The name of the indicator. You can enter up to 50 characters. For example, you may create indicators called Odometer, Inlet Pressure Gauge, and Oil Temperature Gauge.

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Type	The type of the indicator. The indicator type that you select determines the data type for the indicator (cumulative, numeric, descriptive, or rule-based). You can select one of the indicator types that are available on the site. If this box is left blank, an error message will appear.

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Type of Value

The type of value collected by indicators of this type: Cumulative, Numeric, Descriptive, or Rule-based. Cumulative: Indicators that are cumulative store a value from a meter that increases over time. For example, the odometer on a car is a cumulative meter. Numeric: Indicators that are numeric store a value from a meter that can go up and down over time. For example, temperature and pressure gauges are numeric meters. Descriptive: A descriptive indicator stores a value from a list that describes the condition of the equipment. Descriptive indicators usually record the results of a visual inspection of a piece of equipment. You can define the list of possible values when you create the indicator. For example, an indicator to record the condition of tires on a car could have values such as Good, Slightly worn, and Threadbare. The employee who inspects the tires would choose one of these values. Rule-based: An indicator where the current state of the asset is determined by a rule rather than by a direct reading. The rule is made up of clauses based on the current state of other indicators. The rule allows APM to warn you of the existence of a potential problem. When the conditions listed in the rule are true, APM triggers an alarm on the indicator.

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Unit of measure

The unit of measure used for the indicator. The default unit of measure is set on the indicator type, but you can change it to another unit of measure within the same type of measurement, such as length or weight. For example, you could change the unit of measure from miles to yards, but not from miles to pounds.

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Data Collection Method

The way that indicator readings will be collected for this indicator. Choices are: Manually entered: Select this option if you will be entering the indicator readings by hand, or from a mobile device. Collected from an on-line source: Select this option if an on-line device automatically enters readings into APM. Calculated using a formula: Select this option to create a calculation for the indicator. You can set up the calculation on the Calculation tab. Collected on another asset: Select this option if the indicator will get its readings from an indicator on another asset, and then select the asset and indicator in the boxes below. (Cumulative indicators only.) Evaluated based on a rule: This method is used if you are creating a rule-based indicator. You can create the rule on the Rule tab.

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Lab fluid sample settings

Lab fluid sample settings are often created for specific sites and identify types of sample containers, task template to use for results, lab, type of test, and gas standard. They can also be used to set data entry policies, specify whether bar codes are scanned or entered, and control responses to invalid bar codes, used labels, and damaged labels.

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Fluid sample settings by site

Assets of this support site-specific settings.

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Indicator is mandatory for collection on all checksheets

When this option is selected, the indicator reading is mandatory on all checksheets that include the indicator.

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Reading charts

Style of chart to be used for indicator readings.

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Default time period to show

Amount of time (for example, weeks, months, years) for which to show indicator readings. When this option is enabled, the Indicator window’s Readings view, Readings tab displays readings for this amount of time, ending with the next reading date. This setting also affects how KPI readings are displayed on dashboards.

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Asset

Asset to use in indicator comparison charts.

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Indicator

Indicator to use in indicator comparison charts.

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Asset

Asset to use for tasks and failures in indicator reading charts.

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Gauge type

The style of gauge to use for this indicator.

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Preview value

Number used to demonstrate a reading in the gauge preview.

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Policy for Including this Indicator on Work Orders

APM can automatically include this indicator on work order tasks created for the asset and, optionally, the asset’s descendants. To prevent the indicator from being automatically included on any work order tasks, select None. To have the indicator included on work order tasks for this asset only, select Only tasks created for this indicator’s asset. To have the indicator included on work order tasks for this asset and for its descendants, select Tasks created for this indicator’s assets or its children.

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Snapshot of this Indicator is Included on Work Order Tasks

APM can automatically take “snapshots” of the current state of this indicator on work order tasks created for the asset or created for the asset and its children. To prevent snapshots from being taken for this indicator, select None, snapshots are not taken for this indicator. To have snapshots taken for this asset only, select For the indicator’s asset only. To have snapshots taken for this asset and its descendants, select For the indicator’s asset and its children.

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Snapshot of this Indicator is Taken When

APM can automatically take “snapshots” of the current state of this indicator on work order tasks created for the asset or created for the asset and its children. This means that APM records the current state of the indicator at the time that the work order task is created, closed, or both when it is created and closed. Select the appropriate options in the Work order snapshots section.

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APM cycle element

The performance indicator records information related to an element in the Asset Performance Management cycle (for example, strategy development). The elements are used to set up dashboards showing the Asset Performance Management cycle and elements.

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Sub-element

The performance indicator records information related to an element and sub-element in the Asset Performance Management cycle (for example, strategy development). The elements are used to set up dashboards showing the Asset Performance Management cycle and elements.

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Readings are linked to another indicator’s readings

Two numeric indicators are linked in order to show the relationship between their readings. For example, a pump’s output pressure indicator could be linked to its flow rate indicator. The combined readings are shown in a pressure-flow graph where they can be compared with a target line showing the expected trend.

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Asset

The asset whose indicator readings are linked with the current indicator’s.

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Indicator

Indicator whose readings are linked to the current indicator’s readings.

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Proximity of readings

This option sets the time proximity required for linked readings. You can specify the length of time within which the readings for the two indicators must have been collected in order for APM to include them in the chart.

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Target line

Style of target line shown on the graph of linked readings. The style specifies the co-ordinates and sequence of points on the line.

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Description

The description of the indicator. Indicator descriptions can be up to 1000 characters long.

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