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Setting up Indicator Templates for Fluid Sample Collection

Inspectors use indicator readings, typically in checksheets, to record the fluid samples they collect when inspecting assets. For example, the indicator “Primary chamber oil sample” might be one of a number of indicators included in a checksheet for an inspection round. When the collection checksheet is processed, APM uses it to create a lab fluid sample for each reading and the fluid condition checksheet to record lab test results.

Once fluid condition value lists have been defined, you can set up indicator templates and add them to standard task templates so that checksheets can be generated for collecting samples.

Setting up an indicator template for sample collection involves:

•	Identifying the default contaminant for the fluid

•	Setting options for defaulting fluid type and sample settings

•	Adding states to indicate whether or not a sample was taken. If a problem prevented a sample from being taken, an alarm state can require an acknowledgment, generate a warning, or create a work document

This topic explains indicator features that are specific to fluid samples. For general information, see:

•	Creating a Descriptive Indicator Template

•	Adding States and Alarms to an Indicator or Template

To Create an Indicator Template for Fluid Sample Collection

1.	In the Site window, select the Fluid Condition view and Indicators tab. The default table configuration, “Fluid sample collection indicators”, lists existing indicators.

Note: You can also create fluid sample indicator templates in the site’s Inspection Management view, Templates tab.

2.	Select the configuration “Fluid sample collection indicator templates”. The table now lists indicator templates for fluid samples. For example:

3.	Click New. The Indicator window opens:

4.	Name the indicator.

5.	Select an indicator type for descriptive values and ensure that the collection method is manually entered.

6.	On the General tab, select the Fluid Condition tab.

7.	In the Fluid contaminant list, select the most common contaminant for this fluid. For example:

8.	Select the Fluid Samples tab:

9.	Select This indicator’s readings support the recording of fluid sample information.

10.	In the Fluid type area, specify whether the default fluid type in indicator readings is taken from the indicator asset or set to the fluid type you select here.

11.	In the Fluid sample settings area, specify whether the sample settings are taken from the indicator asset type or set to the settings you select here.

12.	Select the States and Alarms tab.

13.	Open the Normal state and change its name to “Sample Taken” or something similar.

14.	In the Indicator State window, select the Fluid Sample tab and select Include fluid sample information readings with this state. Click OK to close the window.

15.	Add a new state for situations when the inspector cannot take the sample:

•	Name the state “Sample Not Taken” or something similar

•	Assign an alarm type, if required. This allows APM to respond to an abnormal reading with a message or to require that the alarm be acknowledged with a work document to fix the problem that prevented the sample from being taken

•	Select the Fluid Sample tab and select Include fluid sample information readings with this state

•

Click OK.

16.	When you have finished defining the indicator template, click Save.