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Creating a Rule-based Indicator Template

A rule-based indicator is an indicator where the current state 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.
Rule-based indicator templates include a rule based on the states of other indicator templates. When you create the asset indicator from the rule-based indicator template, you must update the rule with the appropriate asset indicators.
Note: On indicator templates, you can only use other indicator templates in your rule. When you use the template to create an asset indicator, you must reset the rule so that it uses the correct asset indicators.

To Create a Rule-based Indicator Template

1.
Select the site’s Inspection Management view, Indicators tab.
2.
Select the Templates tab. By default, the table lists the indicator templates for the site and above.
3.
Click New. The Indicator template window appears.
4.
On the Properties view, General tab:
•
Enter a name for the indicator template. The name should describe what is being measured, such as “Pump Failure.”
•
Select a rule-based indicator type from the Indicator type list. When you select a rule-based indicator type, the Type of value box says “Rule-based.” The window changes to reflect the value type.
On the Collection tab, “Evaluated based on a rule” appears in the Collection method box.
5.
On the Collection tab, you can enter values that determine how often readings are expected and the next collection date. You can also enter information to make it easier to select this indicator when adding indicators to a work order task or standard task, when copying indicators to another asset, when setting up dynamic inspection routes, or when implementing reliability programs.
If you are creating the indicator from a strategy development analysis (MTA2, RCM2, RBI, CPR), the searching values (frequency, regulatory frequency, trade, operating condition, maintenance group, and technology) are automatically copied from the associated action plan, if the analysis’ indicator settings allow it. In this case, you need only verify the values.
Note: Any changes that you make to the searching values are not copied to the indicator’s associated action plan.
Review and select values, as appropriate:
Setting Name
Description
Frequency
Select the expected frequency with which the readings should be collected. This information is used to select indicators in lists and as matching criteria on dynamic inspection routes for standard tasks.
Note: A frequency must be selected if the indicator is to use a collection window based on a percentage of its frequency.
Regulatory frequency
Interval between inspections as mandated by the appropriate regulatory agency.
Trade
Select the trade that is normally responsible for collecting readings for the indicator. This information is used to filter lists of indicators.
Operating condition
Select the operating condition that the asset must have before readings can be collected for it. This information is used to filter lists of indicators.
Maintenance group
Select the maintenance group that is normally responsible for collecting readings for this indicator. This information is used to filter lists of indicators.
Technology
Select the PdM technology used to collect readings from the indicator. This information is used to filter lists of indicators.
Tip: If the technology is linked to an asset type that is used to collect indicator readings, you can identify the measurement device on indicator readings and checksheets.
Inspection type
The type of inspection to be performed on the asset, for example, “Intrusive” or “Out of service”.
Inspection effectiveness
This value provides a measurement of the thoroughness, sensitivity, and efficiency of the inspection strategy, which can then inform your assessments of confidence and probability of failure.
Collection sequence
Enter the sequence number to be given to the indicator when it is added to a standard task. The sequence number suggests the order in which the indicator reading is to be taken. This default sequence can be changed on the standard task.
Collection group
Collection group is one of the properties that can be assigned to a route asset on a standard task’s dynamic inspection route. Collection groups are typically used for large assets whose indicators are read at different points in the route. For example, indicators could be split into two groups: front and back indicators. The front and back of the asset might be visited at different times on the route or even on different routes (standard tasks).
Collection set
Collection set is one of the matching criteria that can be used to select indicators for a standard task’s dynamic inspection route. You can create collection sets as required by your organization to identify indicators for different routes.
Bar code
If your organization uses bar codes to identify employees, assets, indicators, or areas, enter the bar code here. The number must be unique for all objects that support bar codes. For example, an employee’s bar code might be his employee number with the prefix “E”.
External ID
The short name for the indicator. This is an optional value that does not need to be unique for the asset. The default value is copied from the indicator name.
Map coordinates
The latitude and longitude coordinates of the indicator.
Note: By default, the map coordinates are automatically populated with the coordinates of the asset to work on.
Note: Latitude can have values ranging from -090.000 to +090.000. Longitude values can be from -180.000 to +180.000. For values outside these ranges, APM will accept the values and adjust accordingly. For example, a longitude value of +200.0 will translate to -160.0 on the map.
6.
To specify the months during which readings should be taken, select the Seasonal tab. Click This indicator is collected seasonally and select the starting and ending dates. For example:
Reading due dates will reflect the seasonal settings.
7.
Select the Description tab to enter more information about the indicator.
8.
Select the Rule tab.
9.
On this tab, you can set up a triggering rule. A triggering rule consists of one or more clauses. To create a clause for the rule, click New. The Rule Clause dialog appears.
10.
From the Indicator to use list, select an indicator template to use for the clause.
11.
If available, in the Trigger based on list, select whether the clause is evaluated based on the state or the value of the indicator. If you cannot change the setting in this list, it is because the selected indicator has either only states (for example, descriptive) or only values as readings (for example, numeric without states).
12.
In the Operator list, select how the clause is evaluated.
13.
If you are triggering by state, select the appropriate indicator state. If you are triggering by value, enter the trigger value.
14.
To save the clause and close the dialog, click OK. To add another clause, repeat steps 9 to 13.
15.
Select an alarm for the rule in the Type of alarm to raise if the rule is true list.
16.
If necessary, you can change the Required Proximity of the rule inputs. By default, APM sets this to be 1.00 day. If any of the inputs are entered into the system outside of the required proximity time, APM will not evaluate the rule.
For example if the required proximity is 1.00 day and indicator A records a reading at 8:00 am on Monday, and indicator B records a reading at 12:00 noon on Tuesday, the rule would not be evaluated.
17.
When you are finished, close the Indicator Template window.
Tip: To create asset indicators using this template, see Creating Indicators from Indicator Templates.