The Event Tracker logs each recommendation made in ExpertALERT by an analyst. Each recommendation appears in its own row in the Event Tracker table and is considered an "event."
In some cases, you may want to merge recommendations so they can be addressed via a single work order. For example, several recommendations for a particular machine may be related to a single root cause and need to be addressed at the same time.
To merge recommendations in the Event Tracker
Assign a work order to one of the recommendations you want to merge:
Enter a number in the Work Order Number box. (If you use a CMMS, this would be the same work order number used with that system.)
Click OK when prompted about the Work Order Status automatically updating to Work Order Assigned.
Click Save.
Assign the same work order to a recommendation you want to merge:
Enter the same number you entered in Step 1b in the Work Order Number box.
Click OK when prompted about the Work Order Status automatically updating to Work Order Assigned.
Click Save.
A message appears to let you know the work order number is already assigned to a different recommendation and asks if you want to combine events. Click OK to merge the recommendations into a single event.
Repeat Steps 2-3 for each recommendation you want merged on this work order.
Click the Back button (on the Edit screen) to return to the Event Tracker. The events you merged appear in a single row as one event.
Once you have merged one or more recommendations, you can remove a recommendation and have it appear as its own entry in the Event Tracker.
Edit the event with the merged recommendations and locate the recommendation you want to remove.
Click the Remove button next to the recommendation.
A message notifies you that removing the recommendation will re-enable it as its own event. If you still want to remove it from the merged event, click OK.
The event is returned to its original state and appears in its own row in the Event Tracker.