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Reviewing Fluid Sample Test Results

You can use APM to collect and track samples of fluids such as oil, hydraulic fluids, greases, and lubricants to monitor equipment fluid condition for different asset types (transformers, engines, pumps, and so on).

In APM, a sample consists of the fluid as well as the syringe and bottle used to collect the specimen. Indicator readings are used to record the collection of a sample. When a sample checksheet is processed, APM automatically creates a lab fluid sample for each reading and generates the fluid condition checksheet.

Once collected, the samples are sent to an internal or external laboratory for testing. Test results are imported or entered into APM as indicator readings on the fluid condition checksheets.

A fluid condition checksheet records the lab test results for a sample, including results collected over time so that you can see trends in fluid condition. You can also view rates of change on readings that use indicator types with change tracking turned on.

You can implement calculated indicators to determine values such as fluid condition codes. Before processing the fluid condition checksheet, you can calculate the indicators and review the results.

Fluid condition checksheets can be sent for approval or review. Typically, the engineering supervisor reviews readings, calculates values, and reviews results. When the supervisor is satisfied and then processed, the checksheet is sent for review or approval.

To Review a Sample’s Lab Report

1.	In the Site window, select the Fluid Condition view and the Fluid Condition Checksheets tab. Locate and open the checksheet.

2.	In the Checksheet window, Fluid Sample Results view, select the Lab Report tab. For example:

3.	If a reading’s indicator type has been set up to track the rate of change between reading values, when you open the reading, the Value Change tab is available on the General tab. For example:

4.	If the checksheet includes calculated indicators that use readings from other indicators as inputs, you can trigger their calculations by clicking the Tools list and clicking Trigger Calculations.

5.	When you have finished reviewing the checksheet, process the checksheet by clicking the Tools list and clicking Mark as Completed.

When processed, the fluid condition checksheet can be sent for review or approval, if required.