Bad Actors

About Bad Actors

Bad Actors are assets that are associated with frequent failures and high maintenance costs. These assets negatively impact the business and represent opportunities for improvement of asset performance in your organization. Using Industrial Data Diagnostics, you can identify the Bad Actors in your company and create a strategy to improve the performance of these assets. The Bad Actors, filtered based on your filter selections, are listed in the BAD ACTOR POPULATIONS section.

The Bad Actors are classified into the following categories:
  • Equipment Category
  • Equipment Class
  • Equipment Type
  • Site
  • Area
  • Unit

Based on the relationships between the categories, the Bad Actors are hierarchically classified as follows:

  • Equipment Category > Equipment Class > Equipment Type > Asset
  • Site > Area > Unit > Asset

About Favorites Groups

A Favorite Group is a collection of assets that have been marked for tracking improvement. The Favorites subsection in the BAD ACTOR POPULATIONS section contains a list of favorite groups. You can create a favorite group or add assets to an existing favorite group either from the BAD ACTOR POPULATIONS section or from the ASSET LEVEL section. You can sort the favorite groups from the Favorites subsection for easy identification.



You can perform the following tasks in the table:

  • Select the columns that appear in the table by selecting .
  • Delete favorite groups by selecting the check box next to the favorite groups that you want to delete, and then selecting .
  • Modify a favorite group by selecting .
    Note: You can modify the values in the following fields:
    • Group Name
    • Improvement Month

In the Favorites subsection, when you select a row, a pane containing the following sections appears:

  • Failure Mode: A chart containing the details of different failure modes.

  • Metrics: The company values of all the metrics of the selected favorite group.

Note: The pane also contains a list of top 10 assets of the selected favorite group sorted by Maintenance Cost in descending order. To access all the assets of the selected favorite group in the ASSET LEVEL section, select the View All Assets button.

About Work Orders

A work order is an authorization of maintenance, repair, or breakdown tasks to be completed. Work orders are created to manage the work and related costs for assets. Work orders are essential for tacking maintenance of assets, and assist you in monitoring costs, downtime, and resources.

Using work orders, the asset maintenance process is streamlined as it creates a historical record of the work that is requested and performed. Work order management for repair and preventive maintenance allows you to track requests and monitor the maintenance costs associated with the various events. Proper monitoring of work orders can:
  • Improve asset life and enhance productivity.
  • Reduce maintenance cost and downtime.
In Industrial Data Diagnostics, a work order event is classified as follows:
  • Preventive maintenance event
  • Predictive maintenance event
  • Repair event
  • Miscellaneous event
The EVENT LOG subsection in the Asset Details section provides you with a visualization tool to view and track your work orders efficiently. You can manage all the work order information through a single dashboard. The information in the dashboard allows you to perform the following:
  • Identify assets with frequent problems and with unacceptable amount of downtime.
  • Make informed decisions to proactively reduce the amount of downtime.
  • Implement solutions such as systematic inspections or preventive maintenance.

Premium account subscribers can download a Microsoft Excel workbook containing information about the work orders associated with the equipment.

Access the BAD ACTOR POPULATIONS Section

About This Task

You can access the BAD ACTOR POPULATIONS section to view and analyze how various Bad Actors are performing. You can receive insights on the Cost, Availability, and Reliability metrics of the Bad Actor along with Potential Annual Savings details.

Procedure

  1. Access Industrial Data Diagnostics.
  2. Select the Bad Actors tab.
    The BAD ACTOR POPULATIONS section appears, displaying a table with details of all the Bad Actors. By default, the Bad Actors are classified based on the equipment Category and sorted by INDEX in ascending order. You can also access the BAD ACTOR POPULATIONS section for an equipment class, type, site, area, or unit.

    You can perform the following tasks in the table:

    • Select to drill down the Bad Actor hierarchical classification, to preview the top Bad Actors of each level:
      • From the Category column, you can preview the Bad Actors in the Class category. From the Class column, you can preview the Bad Actors in the Type category. From the Type column, you can drill down to the technical ID level of the asset.
      • From the Site column, you can preview the Bad Actors in the Area category. From the Area column, you can preview the Bad Actors in the Unit category. From the Unit column, you can drill down to the technical ID level of the asset.
    • Select the TECH ID value in the Asset level to access the Asset Details section.
    • Select to access Metrics. This option appears only for Class and Type rows.
    • Select to access PM Diagnostics. This option appears only for Class and Type rows.
    • Select to access Manufacturer Comparison. This option appears only for Class and Type rows.
    • Select the Favorites tab to create a favorite group or add the Bad Actors to an existing favorite group.
    • Select to specify the weightage for Bad Actor metrics.
    • Select to download a Microsoft Excel workbook containing information about the equipment based on the filters selected in the Select Filters window. This functionality is available for Premium account subscribers only.
    • Select to choose the columns that appear in the table.
    • Select the column name to sort the table based on a column.
    • Drag the column names of the columns to rearrange the columns.

Access the BAD ACTOR POPULATIONS Section for an Equipment Class, Equipment Type, Site, Area, or Unit

About This Task

This topic describes how to access the BAD ACTOR POPULATIONS section for an equipment class, equipment type, site, area, or unit.

Procedure

  1. Access Industrial Data Diagnostics.
  2. Select the Bad Actors tab.
    The BAD ACTOR POPULATIONS section appears, displaying a table with details of all the Bad Actors. By default, the Bad Actors are sorted based on the Equipment Category.
  3. Depending on the category for which you want to access the BAD ACTOR POPULATIONS section, in the Bad Actors page, select one of the following tabs:
    • Class
    • Type
    • Site
    • Area
    • Unit
    The BAD ACTOR POPULATIONS section appears, displaying a table that contains a row for each equipment that belongs to the category you have selected.

Access the ASSET LEVEL Section

This topic describes how to access the ASSET LEVEL section for data based on selected filters.

About This Task

You can access the ASSET LEVEL section to access and analyze how various assets are performing in different categories of cost and event counts.

Procedure

  1. Access Industrial Data Diagnostics.
  2. Select the Bad Actors tab, and then in the BAD ACTOR POPULATIONS section, select .
    Tip: You can also select any row in the BAD ACTOR POPULATIONS section, and then select the View All Assets button.
    The ASSET LEVEL section appears, displaying a table that contains a row for each piece of equipment that meets the criteria defined by the selected filters.


    Note: You can filter the data that appears in the ASSET LEVEL section.
    The EVENT TIMELINE column in the ASSET LEVEL table represents the event timeline. The following elements represent different event types in the timeline:
    • A red triangle represents a breakdown repair event.
    • An orange diamond represents a repair event.
    • A blue circle represents a preventive maintenance (PM) event.
    • A purple circle represents a predictive maintenance (PdM) event.
    • A gray circle represents a miscellaneous event.
    • A green square represents a modification event.
    Tip: You can perform the following tasks in the table:
    • Filter the assets that appear in the table by selecting .
    • To access the cost analysis details for an asset, select the asset, and then select the Show Cost Analysis toggle button.
    • Select the event types that appear in the timeline by selecting .
    • To export the asset data to an Excel workbook, select .
      • The Current Page option allows you to export the data available in the page that you are currently accessing.
      • The Custom Page option allows you to configure the preferred number of Bad Actors that you want to export for a specific page and export the Bad Actor data to an Excel workbook. For more information on how to export your preferred number of Bad Actors, refer to Export Customized Bad Actors Data to an Excel Workbook.
      Note: This functionality is available only for the Premium account subscribers.
    • Select the columns that appear in the table by selecting .
    • Add assets to an existing favorite group by selecting the check box next to the asset TECH ID, and then selecting the Add to Favorite Group button. You can create a favorite group from the Save Asset Group window.
    • Access the ASSET DETAILS section by selecting the value in the TECH ID column.
    • Sort the table based on the values in a column by selecting the column heading.
    • Rearrange the columns by dragging the column headings to where you want them.

Filter Data in the Asset Level Section

Procedure

  1. Access the ASSET LEVEL section.
  2. Select to filter the assets that appear in the ASSET LEVEL section.
    The FILTER EQUIPMENT WHERE WORK ORDER CONTAINS THE FOLLOWING pane appears.


    Note: You can filter the data using the following parameters:
    • EVENT TYPE
    • EVENT DETECTION METHOD
    • FAILURE MODE
    The options in the drop-down list boxes are populated based on the work history data available in the Industrial Data Diagnostics database.
  3. Select the options from the drop-down list boxes based on how you want to filter the data.
    Note: In each drop-down list box, you can select more than one value.
  4. Select Apply.
    The data in the ASSET LEVEL section is filtered. Only assets that contain at least one work event that meets any one of the filter criteria that you selected appear in the section.
    Note: If there is no such equipment, a message appears, stating that there are no results for the current filter criteria.
  5. To apply TECH ID and FUNCTIONAL LOCATION filters, select in the filter bar.

    You can search for the TECH ID and FUNCTIONAL LOCATION you want to select by typing the characters in the search box. It will list all the results which are valid considering all the other selected filters in the filter panel. All the valid results having the search term anywhere in the text will be shown.

Export Customized Bad Actor Data to an Excel Workbook

About This Task

You can access a maximum of 100 Bad Actors per page in the ASSET LEVEL section. When accessing a page, if you want to export the Bad Actor data contained in the page, you can use the Current Page setting. However, if you want to export more than 100 Bad Actors, you can configure the export settings to export your preferred number of Bad Actors for a specific page. For example, if there are 3000 Bad Actors in the ASSEL LEVEL section, and you want to export the data of 1000 Bad Actors at a time to an Excel workbook, the data is distributed across three pages. If you increase the number of Bad Actors to be exported per page, the total number of pages containing the corresponding data is reduced. In this scenario, if you want to export the data contained in page number 3, you can configure the export settings in the Asset Level Export Options window. When you export the data, the data contained in page number 3 is exported.

This task describes how to export the customized data to an Excel workbook.

Procedure

  1. Access the ASSET LEVEL section.
  2. Select .
    The Asset Level Export Options window appears.
  3. Select the Custom Page option.
    The total number of Bad Actors available in the ASSET LEVEL section and the settings to configure your export preferences appear.
  4. In the NUMBER OF ASSETS IN THE PAGE drop-down list box, select the number of Bad Actors that you want to export for a specific page.
  5. In the PAGE NUMBER box, specify the number of the page containing the Bad Actors that you want to export.
  6. Select Export.
    The Bad Actor data is exported to an Excel workbook and the workbook is downloaded.
    Tip: You can access the Excel workbook with the Bad Actor data in your local drive.

Access the Cost Analysis Details for a Month

Procedure

  1. Access the ASSET LEVEL section.
  2. Select the asset for which you want to access the cost analysis details.
    The Show Cost Analysis toggle button appears.
  3. Select the Show Cost Analysis toggle button.
    A bar chart appears, displaying the monthly maintenance cost of the selected asset.

    Tip: You can point to the chart to access the following information:
    • Projected Maintenance Cost, which is the total cumulative projected maintenance cost.
    • Monthly Maintenance Cost, which is the total maintenance cost.
    • Actual Maintenance Cost, which is the total cumulative maintenance cost.
  4. Select the bar corresponding to the month for which you want to access the cost analysis details.
    Note: To select a different month, select the bar corresponding to that month, or select the month in the SELECTED MONTH box.
    A bar chart appears, displaying the cost analysis details for the selected month. The chart contains the linear projected cumulative spending and the actual cumulative spending from the selected month through the last month for the selected date range.

    Note:
    • The projected cumulative spending is plotted by considering the average maintenance cost for the last 36 months, starting from the selected month, and then cumulatively adding the cost for the consecutive months.
    • If the actual maintenance cost is more than the projected maintenance cost, the region between the actual cumulative spending curve and the projected cumulative spending curve will be red.
    • If the actual maintenance cost is less than or equal to the projected maintenance cost, the region between the actual cumulative spending curve and the projected cumulative spending curve will be green.
    • When accessing the assets of a favorite group, if an improvement month is saved for the group, the month will be automatically selected when you access cost analysis, if it lies within the selected date range.
      • You can select the Set as Improvement Month button to set the month in the SELECTED MONTH box as the improvement month for the favorite group. In addition, you can set a month as an improvement month by selecting the bar corresponding to the month on the chart, and then selecting the Set as Improvement Month button for the favorite group.

Access the Asset Details Section

About This Task

You can access the Asset Details section to view the details about the piece of equipment, including the associated costs and event logs.

Procedure

  1. Access the ASSET LEVEL section.
  2. In the row containing the equipment whose details you want to view, in the TECH ID column, select the link for the technical ID of the equipment.
    The Asset Details section appears, displaying details regarding the equipment, cost associated with the equipment, and the events logged for the equipment.
    Note:
    • You can also access the Asset Details section using the hierarchical classification in the Bad Actor Populations section.
    • Select the Add Manufacturer To Comparison option to compare the manufacturer of the asset with other manufacturers. This will automatically filter by EQUIPMENT TYPE and display the MANUFACTURER COMPARISON page. If the compared manufacturer for the asset is available, it will be selected automatically.
    • The Add Manufacturer to Comparison button appears only if the value in the Manufacturer field is not Unknown.
    Tip: In the EVENT LOG subsection, you can perform the following tasks in the table:
    • Select to download a Microsoft Excel workbook containing information about the event logs associated with the equipment. This functionality is available for Premium account subscribers only.
    • Select to choose the columns that appear in the table containing the list of events associated with the equipment.

Access the Work Order Visualization Chart

The work order visualization chart illustrates the different event types and the maintenance costs of an asset. This chart represents the relationship between the various events and their associated costs over a period of time.

Procedure

  1. Access the Asset Details section.
  2. Access the EVENT LOG subsection.
    The work order visualization chart appears, displaying the following elements:
    • Axes:
      • The horizontal (x) axis represents the event timeline.
      • The vertical (y) axis represents the event costs.
    • Event Labels:
      • A red triangle represents a breakdown repair event.
      • An orange diamond represents a repair event.
      • A blue circle represents a preventive maintenance (PM) event.
      • A purple circle represents a predictive maintenance (PdM) event.
      • A gray circle represents a miscellaneous event.
      • A green square represents a modification event.

    Note: The labels are plotted based on:
    • Event maintenance cost.
    • Event date filter configuration (Event Start Date or Maintenance Completion Date).
    Tip:
    • To access more details about the work order, select an event.

    • To zoom in on an area in the chart, drag the pointer over the area. To zoom out, select Reset Zoom.

Create a Favorite Group

About This Task

You can create a favorite group in any one of the following sections:
  • BAD ACTOR POPULATIONS
  • ASSET LEVEL

Procedure

  1. To create a favorite group in the BAD ACTOR POPULATIONS section, perform the following steps:
    1. Access the BAD ACTOR POPULATIONS section.
    2. Select the check boxes next to the Bad Actors that you want to add to the favorite group, and then select Add to Favorite Group.
      The Save Asset Group window appears.

    3. In the CREATE NEW GROUP box, enter a name for the favorite group.
    4. Optional: In the IMPROVEMENT MONTH box, select the improvement month.
    5. Select Save.
      The favorite group consisting of all the assets that belong to the selected Bad Actors is created.
      Note: Alternatively, you can select Save & View Favorites to save the favorite group and then go to the Favorites section.
  2. To create a favorite group in the ASSET LEVEL section, perform the following steps:
    1. Access the ASSET LEVEL section.
    2. Select the check boxes next to the assets that you want to add to the favorite group, and then select Add to Favorite Group.
      The Save Asset Group window appears.

    1. In the CREATE NEW GROUP box, enter a name for the favorite group.
    2. Optional: In the IMPROVEMENT MONTH box, select the improvement month.
    3. Select Save.
      The favorite group consisting of the selected assets is created.
      Note: Alternatively, you can select Save & View Favorites to save the favorite group and then go to the Favorites section.

Add Assets to an Existing Favorite Group

About This Task

You can add assets to an existing favorite group in any one of the following sections:
  • BAD ACTOR POPULATIONS
  • ASSET LEVEL

Procedure

  1. To add assets to a favorite group in the BAD ACTOR POPULATIONS section, perform the following steps:
    1. Access the BAD ACTOR POPULATIONS section.
    2. Select the check boxes next to the Bad Actors that you want to add to the favorite group, and then select Add to Favorite Group.
      The Save Asset Group window appears.

    3. In the ADD TO EXISTING GROUP drop-down list box, select the group to which you want to add the assets.
    4. Optional: In the IMPROVEMENT MONTH box, select the improvement month.
    5. Select Save.
      All the assets that belong to the selected Bad Actors are added to the selected favorite group.
      Note: Alternatively, you can select Save & View Favorites to add the assets to the selected favorite group and then go to the Favorites section.
  2. To add assets to a favorite group in the ASSET LEVEL section, perform the following steps:
    1. Access the ASSET LEVEL section
    2. Select the check boxes next to the assets that you want to add to the favorite group, and then select Add to Favorite Group.
      The Save Asset Group window appears.

    3. In the ADD TO EXISTING GROUP drop-down list box, select the group to which you want to add the assets.
    4. Optional: In the IMPROVEMENT MONTH box, select the improvement month.
    5. Select Save.
      The selected assets are added to the selected favorite group.
      Note: Alternatively, you can select Save & View Favorites to add the assets to the selected favorite group and then go to the Favorites section.

Remove an Asset from a Favorite Group

Procedure

  1. Access Industrial Data Diagnostics.
  2. In the Bad Actors page, in the BAD ACTOR POPULATIONS section, select Favorites.
    The Favorites subsection appears, displaying a table that contains the favorite groups.
  3. Select the row that contains the favorite group from which you want to remove an asset.
    The analysis pane for the group appears, displaying the Failure Mode section.
  4. Select View All Assets.
    The ASSET LEVEL section appears, displaying all the assets for the selected favorite group.
  5. Select the check box next to the asset that you want to remove from the favorite group, and then select Remove From <Favorite Group Name>.
    The Remove Assets window appears.
  6. Select Yes.
    The selected asset is removed from the favorite group.
    Note: If you remove all the assets from a favorite group, the group is deleted and the assets are displayed in the ASSET LEVEL section based on the specified filter criteria.

Specify Weightage for Bad Actor Metrics

Procedure

  1. Access Industrial Data Diagnostics.
  2. Select the Bad Actors tab, and then in the BAD ACTOR POPULATIONS section, select .
    The Set Bad Actors Metric Weights window appears, displaying a list of metrics that are used to calculate the index of Bad Actors, and the weightage for each metric. The list is categorized based on the insight categories (that is, Cost, Reliability, and Availability). By default, the weightage for all the metrics is set to medium, which implies that the weightage of all the metrics is the same.

  3. If you want to increase the weightage of a metric, in the corresponding row, select the option in the HIGH column.
    Tip: To increase the weightage of all the metrics within a given insight category at once, for the corresponding insight category, select the option in the HIGH column.
  4. If you want to exclude a metric from the calculation, in the corresponding row, select the option in the EXCLUDE column.
    Tip: To exclude all the metrics within a given insight category at once, for the corresponding insight category, select the option in the EXCLUDE column.
  5. Select Apply.
    The weightage is applied to the selected metrics and values in the BAD ACTOR POPULATIONS section are recalculated.
    Note: If you include only one metric in the Set Bad Actors Metric Weights window, the insight category values are replaced by the company value and peer value of the selected metric, in the BAD ACTOR POPULATIONS section.