Creating a User-Defined Point (UDP) from the Portal

User-Defined Points are required for posting documents to the WATCHMAN Reliability Portal for others to view.

You can create a UDP for a plant, area, machine, or survey. UDPs created via the Portal will be visible in ExpertALERT-Cloud.

We recommend you create a UDP in the most intuitive place for the type of documents you plan to post. For example, if you plan to post oil reports for an entire plant, create a UDP for that plant. If you plan to post vibration reports regarding a particular area, create a UDP for that area. You can create as many UDPs as you feel necessary.

Tip! UDPs can also be created from ExpertALERT-Cloud. This is typically done by analysts who are generating custom reports in ExpertALERT-Cloud and posting them to the Portal.

To create a User-Defined Point from the Portal

1. From the top toolbar, choose User Defined Points>Create User-Defined Point.

2. From the Plant drop-down list, select the plant to which you want to associate the UDP. You must specify a plant.

3. If you want the UDP to be associated with a plant, continue with Step 4. However, if you want to associate the UDP to an area, machine, or survey, use the following options buttons and drop-down list to make your selections:

• If you want to associate the UDP to a particular area, select the Area option button, then select the area from the drop-down list. Only the areas within the selected plant are included in the list.

• If you want to associate the UDP to a particular machine in the selected area, select it from the Machine drop-down list. Only machines within the selected area are included in the list. (You must select an area before the Machine drop-down list is visible.)

• If you want to associate the UDP to a particular survey, select the Survey option button, then select the survey from the drop-down list. Only surveys for the selected plant are included in the list.

• If you want to associate the UDP to a particular machine on the selected survey, select it from the Machine drop-down list. Only machines on the selected survey appear in the list. (You must select a survey for the Machine drop-down to be visible.)

4. In the Point box, type a name for the point. We suggest you make it something intuitive.

5. From the Select the point type drop-down list, select the type of point you want to add. For example, if you will be adding oil reports, select Oil Analysis. The following point types are available:

• Vibration Analysis

• Oil Analysis

• Motor Testing

• Thermography

• Ultrasonic

• Recip Analysis

• Battery Testing

• Visual Inspection

• Operating Logs

• Repair History

• Alignment Report

• Balance Report

• Equipment Manual

• Audio File

• Video File

• Image File

• Folder

• PDF Document

• Spreadsheet

• Web Document

• Word Document

• Performance Monitoring

6. Click the Save button to save the User-Defined Point. The new UDP is created in the database. When you post a document to the Portal, this UDP will be available for you to select.