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Working With Indicator Collection Audit Reports

You can define and generate indicator collection reports that show the status of an asset’s indicators. The report can include indicators for the asset only or for the asset and its descendants.
Note: Only indicators with a collection method of “manual” are included in the report.
The report’s main purpose is to show indicators that are not being collected on any standard task. It also lists:
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Indicators that are being collected on one standard task
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Indicators that are being collected on two or more standard tasks
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Information about the tasks that collect the asset’s indicators, including whether the indicator was dynamically added to the task or is a static indicator
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Differences (mismatches) between indicator and standard task search criteria (trades, expected frequencies, operating conditions, maintenance groups, PdM technologies, and collection sets)
The collection report allows you to identify redundancies and omissions in indicator collection. You can then use this information to modify indicators and standard tasks, ensuring that indicator readings are being collected efficiently.
The indicator collection report can be set up to run manually or automatically based on a pre-defined recurrence pattern. It can also be suspended or activated.
This topic explains how to create a report profile, generate a report, and view it.

To Create an Indicator Collection Report Profile for an Asset

1.
Open the asset and select the Inspection Management view, Utilities tab.
2.
Select the Collection Audit tab and then the Profiles tab. This tab lists existing profiles and the selected profile’s execution history. For example:
3.
Click New at the bottom of the Profile table. The Properties dialog for the indicator collection audit report profile appears.
The asset information is displayed.
4.
Enter a title for the report.
5.
Specify whether the report applies to the selected asset only or to it and its descendants.
6.
When you are ready to generate the report, select “Is activated” in the Activation status list. When the profile has this status, it is available for report generation, either manually or at scheduled intervals. When the status is “Is suspended”, the profile is not available.
Tip: If the profile is suspended, you can also click Activate. A message appears asking you to confirm that the profile is available for use. Click Yes.
The Activate button changes to Suspend. When you wish to make the profile unavailable, click Suspend.
7.
Select a trigger method for the profile:
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Manual – The report can only be generated by clicking the Execute button. See To Manually Execute a Report.
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Automatic – The report is generated at intervals according to the recurrence pattern defined for it. For information about setting the interval, see Defining Recurrence Patterns.
A scheduled action must be set up to run the Generate Indicator Collection Audits method. See Creating a Scheduled Action.

To Manually Execute a Report

Note: The generation process can take several minutes, depending on the number of assets and indicators in the profile.
1.
In the Asset window, select the Inspection Management view, Utilities tab, Collection Audit tab, and then the Profiles tab.
2.
Select the profile and click Execute.
Note: The triggering method in the report profile must specify Manual and the profile must be activated.
Tip: You can also open the profile and click Execute Now in the Indicator Collection Report Profile dialog.
3.
A confirmation message appears, warning you that the process might take several minutes. Click Yes. When the process is complete, the report is listed on the Profiles tab in the right-hand table.

To Work with an Indicator Collection Report

1.
In the Asset window, select the Inspection Management view, Utilities tab, Collection Audit tab, and then the Reports tab. This tab lists the reports that have been generated, as well as the dates on which they were generated.
Tip: Select the Utilities tab, Collection Audit tab, and then the Indicators tab to view summaries of the audit and indicator collection. Select from the table configurations on this tab to view detailed information about the most recent report.
2.
Double-click a report to open it. For example:
3.
On the Collection tab, you can select tabs to view indicators that are not being collected on standard tasks, indicators collected on multiple tasks, and indicators collected on one task. The Tasks tab lists all of the standard tasks that collect indicators for the asset.
Tip: Right-click in any table and click Export to Excel to create a printable spreadsheet of the information.
4.
Select the Details tab to view information about the report itself, for example, the triggering method and date when it was generated.
5.
Select the Mismatches tab to view any criteria that differ between the indicator and the standard task.
This tab also shows how each indicator came to be on the standard task; that is, whether it was manually or dynamically added to the task.