When an analyst recommends a particular action (for example, bearing replacement, additional monitoring, etc.), a row is added to the Event Tracker table. Each row represents an "event."
Adding information to the Event Tracker is done by editing events.
To edit an event in the Event Tracker
Locate the "event" you want to edit in the table, then click the Edit button to open the Edit Event page.
On the Edit Event tab, enter or edit information about this event. Each setting is described in the table below.
Note: The top of the page provides details about the machine, including its name and the plant and area to which it belongs. Below that are the date the recommendation was initially made (First Reported) and the priority of the machine the last time it was reviewed by an analyst (Last Priority).
If you want to attach a file to this event, select the Attached Files tab and do the following:
Enter a brief description of the file you are attaching (for example, Bad Bearing Photo).
Click the Browse button, navigate to the file you want to upload, and then click Open. You can upload documents, images, spreadsheets, etc.
Click the Upload button to attach the file. Once the upload is complete, the file appears in a list at the bottom of the tab with an Open and Delete button.
On the Edit Event tab, click the Save button. An "Updated Event Successfully!!" message appears on the page when the update is complete.
Click the Back button to return to the Event Tracker to see the updated information.
Use the Edit Event tab to review, edit, and/or add information about an event. The following table defines the settings on this tab.
Latest Priority |
The importance of the current recommended action. The priority is identified by color. This color may differ from the Insert Priority color if after the initial report, more information deems the repair more or less important. |
Latest Date |
The date of the data used to make the recommendation. This is the date the data was collected. |
Insert Priority |
The importance of the recommended action when the recommendation was first made. This priority is identified by color. |
Insert Date |
The date the recommended action was first made. |
Machine Name |
The name of the machine for which the recommendation was made. Click the name to see details about this machine (Machine Details page). |
Plant |
The plant in which the machine resides. |
Area |
The area in which the machine resides. |
Recommended Actions |
The action(s) recommended by the analyst. This is taken directly from ExpertALERT. (When the analyst reviews data, recommended actions are entered via the Report Editor in ExpertALERT.) |
Event Description |
A description of the problem that prompted the recommendation (for example, motor bearing wear). |
Work Order Number |
The number of the work order that is associated with the recommendation. Typically, this is the same work order number you would use in your Computerized Maintenance Management System (CMMS). A value appears only if a number was entered in ExpertALERT or if the event is edited via the Portal and a number is entered. |
Work Order Status |
The status of the work order. When a recommendation is first made, it has a status of Open. Edit the event to change the status. The available status options are: Open, Work Order Assigned, Work Order Deferred, Work Order Completed, Closed, Analyst Closed, Work Order Rejected. Each status is described here. |
Status Date |
The date the current work order status was specified. |
Date WO Assigned |
The date a work order number was entered for this recommendation. |
Date WO Completed |
The date a work order is set to the status of Work Order Completed. This is generally done when the recommended action has been performed per the work order. |
Days WO Open |
The number of days a work order has been open. The counter starts when the recommendation is inserted (and automatically set to Open) until it is either Analyst Closed or Closed, regardless of any statuses set in between. |
Findings Confirmed |
Whether the findings of the analyst have been confirmed. Available options are Yes, No, or Partial. |
Root Cause Performed |
The date root cause analysis was performed to confirm the analyst's findings. |
Root Cause Finding |
The root cause of the problem (for example, a lubrication problem). |
Additional Finding |
Any additional information entered about the machine. This could be more information about a root cause, details about the work to be done, etc. The information you enter here will be displayed with this machine when it is included on Machines By Severity reports generated at the database, plant, and area levels. |
Financial Impact |
The net gain resulting from the recommendation. This value is the money saved by catching the problem and repairing it (for example, the daily cost of downtime had the machine failed, minus the cost to repair the problem). |
Attachments |
Access to documents/photos that are attached to this event. |