Health Summary

About the Health Summary

The Health Summary provides an overview of information for an asset.

The Health Summary page displays the following tabs:
  • Indicators: Displays the indicators and indicator statuses for the selected asset.
  • Risks: Displays the risks and health indicator statuses that are associated with an Active Strategy that is associated with the selected asset.
  • Events: Displays the events that are associated with the selected asset.
  • Policies: Displays the policy instances associated with the selected asset.

Access Health Indicator Status Information for an Asset

Procedure

  1. On the Asset Health Manager Overview page:
    • Select Open Health Summary, and then select an asset in the Asset Hierarchy pane.

      -or-

    • In one of the lists of assets (i.e., No Status, Normal, Warning, or Alert), select an asset name.

      -or-

    • In the Health Indicator Status by Asset graph, select the bar chart for an asset.

    The Health Summary page appears, displaying the Indicators section of the workspace for the selected asset. The number on the Indicators tab represents the total number of health indicators for the selected asset and its subsidiary assets. The boxes below the tab summarize the statuses of these health indicators.

  2. If it is not already selected, select the This Asset tab.

    The This Asset subsection provides information about the health indicators for the selected asset. The grid in this section contains the following columns:

    • Status : Contains an icon that represents the current status of the corresponding health indicator.
    • Name : The name of the health indicator associated with the asset. The date and time of the latest reading also appears in this column.
    • Health Indicator : Contains a gauge showing where the latest reading value stored in the Health Indicator record falls within the corresponding limit values.

    • Acknowledgment : If the health indicator status has been acknowledged, this column contains the icon and the status is counted as normal in the cumulative status at the top of the page. If the acknowledgment has an expiration date (i.e., if it is not a one-time acknowledgment), that date also appears in the column.

    If the selected asset has no health indicators directly associated with it, this section will be empty.

  3. Select the Subsidiary Assets tab.

    The Subsidiary Assets subsection provides a summary of health indicators for each asset under the currently selected asset in the Asset Hierarchy.

    The grid in this section contains the following columns:

    • Status Contains an icon that represents the cumulative status of health indicators associated with the selected asset and any subsidiary assets.

      Note:

      The cumulative status is determined by the most severe status, ranked in this order: Alert, Warning, No Reading, Normal. In addition, an alert or warning status that has been acknowledged is counted as having a normal status.

      For example, suppose that an Equipment record is linked to three Health Indicator records: one which meets the normal status criteria, one which meets the warning status criteria, and one which meets the alert status criteria, but has been acknowledged. The cumulative status of health indicators for the piece of equipment is warning.

    • Asset The name of a subsidiary asset. You can select the name to reload the Health Summary page in the context of that asset.
    • Health Indicator Contains a bar chart that summarizes the health indicator statuses of the corresponding asset and any subsidiary assets.

    If you are viewing an asset in the bottom level of the Asset Hierarchy, no content will appear in this section.

What to do next

About Health Indicator Statuses

The status of a Health Indicator record is based upon values that are stored in the Health Indicator record and the source records to which the Health Indicator record is linked. Each source record defines the upper and lower limit values that are compared to the most recent reading values in order to determine the status of a corresponding health indicator.

Status criteria for numeric health indicators

If a source record has numeric readings, the limits define a range of values that correspond to each health indicator status.

StatusColorDescription
NormalGreenThe reading value falls between the lower level 1 limit and the upper level 1 limit.
WarningYellow

The reading value is less than or equal to the lower level 1 limit and greater than the lower level 2 limit.

-or-

The reading value is greater than or equal to the upper level 1 limit and less than the upper level 2 limit.

AlertRed

The reading value is less than or equal to the lower level 2 limit.

-or-

The reading value is greater than or equal to the upper level 2 limit.

For example, consider the following Measurement Location limit values:

  • Upper Level 3 = 140
  • Upper Level 2 = 130
  • Upper Level 1 = 120
  • Lower Level 1 = 110
  • Lower Level 2 = 100
  • Lower Level 3 = 90

Given these values:

  • Normal = Any reading value greater than 110 and less than 120 (111 - 119)
  • Warning = Any reading value greater than or equal to 120 and less than 130 (120 - 129), or less than or equal to 110 and greater than 100 (101 - 110)
  • Alert = Any reading value greater than or equal to 130 (130 and above) or less than 100 (100 and below)
Note: Upper and lower level 3 limit values are not used to determine numeric health indicator statuses; instead, these values should represent the highest and lowest reading values that are expected to be recorded.

Status criteria for character health indicators

If a source record has character readings, the specific character values defined for each limit correspond to a specific health indicator status.

StatusColorDescription
NormalGreenThe reading value is not defined in a limit value.
WarningYellow

The reading value matches the value defined for either of the following limits:

  • Lower Level 1
  • Upper Level 1
AlertRed

The reading value matches the value defined for any of the following limits:

  • Lower Level 2
  • Lower Level 3
  • Upper Level 2
  • Upper Level 3

For example, consider the following Measurement Location limit values:

  • Upper Level 3 = Critical
  • Upper Level 2 = Poor
  • Upper Level 1 = Moderate

Given these values:

  • Normal = Any reading value not otherwise specified in a limit level. For example, the reading Good would result in a normal status.
  • Warning = Reading value Moderate.
  • Alert = Reading value Critical or Poor.

Health Indicator Status Icons

When viewing the Asset Health Manager page with an asset record selected in the Asset Hierarchy, a status icon appears next to each health indicator listed in the This Asset section and each asset listed in the Subsidiary Assets section.

The following icons are used to represent the various statuses of a health indicator.

StatusIconDescription
Normal Indicates that the corresponding Health Indicator record meets normal status criteria.
Warning Indicates that the corresponding Health Indicator record meets warning status criteria.
Alert Indicates that the corresponding Health Indicator record meets alert status criteria.
No Readings

 

Indicates that the health indicator source record of the corresponding Health Indicator record is not associated with any reading source records.

For example, if the source record is a Measurement Location record, the status icon will be gray if the Measurement Location record is not linked to any Reading records.

No limit valuesNo iconFor numeric health indicators, if limit values are not defined in a health indicator source record, no status will appear for the corresponding health indicator.

Out of sync statuses

The Asset Health Indicator service automatically updates either the Last Numeric Reading Value or Last Char Reading Value field in Health Indicator records to correspond to the reading in the most recent reading source record. If the Asset Health Indicator service is not running, or if there are many items in the service's queue to process, a Health Indicator record may not be updated immediately with the reading value from the most recent reading source record.

If this occurs, the corresponding status icon will appear in a lighter color to indicate that the status is out of sync with the latest reading. For example, suppose that the reading value in a Health Indicator record meets the alert status criteria, so the status icon is displayed. Then, suppose that a newer reading source record is created, but there is a delay in updating the reading value in the Health Indicator record. Until the Health Indicator record is updated, the status icon will appear in a lighter color () to indicate that the status is outdated and may change when the newest reading value is processed.

Note: The gauges on the Asset Health Manager page are also updated based on the reading value stored in the Health Indicator record; therefore, if a health indicator status is out of sync with the latest reading, the value shown on the gauge will also not reflect the latest reading available from the reading source record.

If a health indicator status is out of sync, the problem may correct itself as the Asset Health Indicator service finishes processing items in the queue. If the problem does not correct itself, you should ensure that the Asset Health Indicator service is running properly.

Health Indicator Gauges

When viewing the Asset Health Manager page with an asset record selected in the Asset Hierarchy, the This Asset section contains gauges showing the latest reading value stored in the Health Indicator record in respect to the corresponding limit values.

Each gauge contains various colored sections that represent the status criteria that the Health Indicator record could meet. The latest reading value is displayed on the gauge, along with a black pointer that identifies the status of the reading.

The gauge displays details differently depending on the limit values that are defined, the reading values that exist, and whether the health indicator has character or numeric readings. The following table summarizes these scenarios.

Scenario

Reading Type

Description

Example Gauge

Latest reading falls within defined limits.

 

Numeric

The latest reading is displayed proportionally to where the reading falls between the limit values.

Character

The latest reading is displayed in the center of the corresponding status section.

Latest reading does not fall within defined limits.

Numeric

The latest reading is displayed with an arrow pointing off the gauge in the direction of the exceeded limit.

Character

The latest reading is displayed in the center of the green status section.

A level 1 or 2 limit value is not defined for the health indicator.

 

Numeric

The sections in a gauge are displayed based on the limit values that are defined.

The latest reading is displayed proportionally in the corresponding section if the limit values provide enough information to determine the relative position of the reading, otherwise, the reading is displayed in the center of the corresponding section.

Character

The latest reading is displayed in the center of the corresponding status section.

The health indicator has no reading values associated with it, but limits have been defined.

Numeric

The text No Readings is displayed in the gauge along with the defined limit values.

Character

The text No Readings is displayed in the gauge.

The health indicator has reading values associated with it, but no limits have been defined.

Numeric

The latest reading is displayed in the gauge, but no limit values are shown.

Character

The latest reading is displayed in the center of the green status section.

The health indicator has no reading values associated with it and no limits have been defined.

Numeric

The text No Readings is displayed in the gauge.

Character

The text No Readings is displayed in the gauge.

Access Event Information for an Asset

Procedure

  1. On the Asset Health Manager Overview page:
    • Select Open Health Summary, and then select an asset in the Asset Hierarchy pane.

      -or-

    • In one of the lists of assets (i.e., No Status, Normal, Warning, or Alert), select an asset name.

    The Health Summary page appears.

  2. Select the Events tab.

    The Events section appears. The number on the Events tab represents the number of events associated with the selected asset. The boxes below the tab summarize the severities of these events.

    The grid displays event information that is associated with the selected asset. This information is stored in event source records, and is displayed according to the event mappings have been defined for the event source families.

    The grid contains the following columns:

    • Severity : Contains an icon that represents the severity of the event.
    • Name : The name of the event. You can select the event name to open the corresponding event record in Record Manager.
    • Description : The description of the event.
    • Type : The family caption of the corresponding event source family.
    • Start Date : The time that is associated with the beginning of the event.
    • End Date : The time that is associated with the end of the event.
    • Consolidated Events : If the event is a master event, the number of events that were consolidated to create the master event. This column is blank if the event is not a master event.
    Note: By default, rows are sorted by the Start Date column, with the most recent event at the top.
  3. Optionally, you can filter the events that are displayed.

    To filter by severity, type, or date range:

    1. Select .

      The Filters menu appears.

    2. Specify criteria by which you want to filter the events.

      The grid is refreshed and displays events according to your selections.

    3. Select any area of the page to close the Filters menu.

    To filter by name or description:

    1. Select .

      A search box appears.

    2. Enter the values by which you want to filter the events.

      The grid is refreshed and displays the events that contain the specified values in either the Name or Description column.

    3. Select any area of the page to close the search box.

About Events in Asset Health Manager

An event is an occurrence that takes place concerning an asset, such as an inspection or a repair. The Events section on the Asset Health Manager page provides a list of events related to the currently selected asset so that you can easily access this information while reviewing the health indicators for the same asset. You can also view events on the health indicator trend chart.

You can use the event information displayed in Asset Health Manager to monitor the condition of an asset, or to look for trends in the events. For example, if a health indicator has an alert status, you might review the related event information to determine the number of times that piece of equipment has operated outside of normal operating conditions, and for how long each time.

Event Source Records

The event information shown in Asset Health Manager comes from various event source records, such as Work History and Inspection records, that are linked to the selected asset record. Information in event source records is displayed in Asset Health Manager when event mappings have been defined for the event source family.

Event Severities

Events in Asset Health Manager are displayed along with a severity, which is the gravity or seriousness associated with the event. The following table describes the possible event severities.

SeverityIconDescription
Information

Routine events not affecting asset health.

For example, the severity would be information if the event source record represents a routine inspection on an asset.

Warning

Events indicating a low-risk or early warning of asset health issues.

For example, the severity would be warning if the event source record represents an activity that indicates that an asset is nearing its end of life.

Alert

Events indicating a high-risk or imminent warning of asset health issues.

For example, the severity would be alert if the event source record represents an activity that indicates that an asset is about to fail.

Event Consolidation

You can consolidate events in Asset Health Manager in order to group duplicate events into a single event, called a master event. Master events appear in the Health Summary page instead of the events that you consolidate, and you can manage them as any other event record in AHM.

You can only consolidate events of the same type. When you consolidate events, the Has Consolidated Events relationship links the events that were consolidated to the new master event record that is created during the event consolidation process.

Consolidate Events

Before you begin

Ensure that the family in which you want to consolidate events has been configured to allow event consolidation.

Procedure

  1. Access event information for an asset.

    The Events section appears.

  2. Select two or more events of the same type (i.e., in the same event family).
  3. Select .

    The Consolidate Events window appears. This window contains a list of the events being consolidated and the details that will be included in the master event. Various fields are populated automatically.

  4. Modify the values in any field as necessary.
  5. If necessary, adjust the list of events being consolidated.
  6. Select Save.

    The selected events are consolidated into a single, master event of the same event type. In the grid, the Consolidated Events column in the row for the master event shows the number of events that were consolidated.

Results

  • A new record of the selected type is created in the GE Digital APM database.
  • The event records that were consolidated are linked to the newly created master event record.
  • The master event appears in the Health Summary page instead of the events that you consolidated.

Access Risk Information for an Asset

Procedure

  1. On the Asset Health Manager Overview page,
    • Select Open Health Summary, and then select an asset in the Asset Hierarchy pane.

      -or-

    • In one of the lists of assets (i.e., No Status, Normal, Warning, or Alert), select an asset name.

    The Health Summary page appears

  2. Select the Risks tab.
    Note: The Risks tab is available only if the license for Asset Strategy Management is active and you are assigned to one of the following Security Groups, or a Role that includes one of them: MI ASM Analyst, MI ASM Administrator, MI ASM Reviewer, or MI ASM Viewer.

    The Risks section appears. The information displayed in this section originates from Asset Strategy Management.

    The number on the Risks tab represents the number of Risks associated with the selected asset (i.e., the number of Risks associated with an Active Strategy that is associated the asset).

    The grid contains the following columns:

    • Risk Name : The name of the Risk. You can select the Risk name to open the Risks and Actions workspace for the corresponding strategy in Asset Strategy Management.
    • Risk: Contains a bar chart that summarizes the information for each Risk in the Asset Strategy. The colors and thresholds on the bar chart correspond to the Risk Matrix used to assess the Risk and the markers show the Unmitigated Risk Rank () and the Strategy Mitigated Risk Rank ().
    • HI Status: The cumulative status of any health indicators that implement Actions that mitigate the Risk.

      Note:

      The cumulative status is determined by the most severe status, ranked in this order: Alert, Warning, No Reading, Normal. In addition, an alert or warning status that has been acknowledged is counted as having a normal status.

      For example, suppose that an Equipment record is linked to three Health Indicator records: one which meets the normal status criteria, one which meets the warning status criteria, and one which meets the alert status criteria, but has been acknowledged. The cumulative status of health indicators for the piece of equipment is warning.

      You can select the text in this column to display the Health Indicators for <Risk Name> window, which contains a grid of the health indicators and their statuses, as shown in the following image.

Access Policy Instance Information

Procedure

  1. On the Asset Health Manager Overview page:
    • Select Open Health Summary, and then select an asset in the Asset Hierarchy pane.

      -or-

    • In one of the lists of assets (i.e., No Status, Normal, Warning, or Alert), select an asset name.

  2. Select the Policies tab.
    Note: The Policies tab is available only if the license for Policy Designer is active.

    The Policies section appears. The number on the Policies tab represents the number of policy instances associated with the selected asset. The boxes below the tab summarize whether these policy instances are active or inactive.

    The grid provides information about each policy instance associated with the selected asset. The grid contains the following columns:

    • Instance ID : Contains the name of a policy instance and an icon to show whether the instance is active () or inactive ().
    • Policy : Contains the name of the policy that includes the policy instance, and an icon to show whether the policy is active () or inactive (). You can select a policy name to open it in Policy Designer.
    • Last Execution : Contains the date and time of the last time that the policy instance was executed, and a summary of that execution.

    Note: By default, rows are sorted by the Last Execution column, with the most recent execution at the top.

What to do next

Activate or Deactivate a Policy Instance from Asset Health Manager

About this task

Procedure

  1. In Asset Health Manager, access the policy instance information for the asset whose related policy instance(s) you want to activate or deactivate.
  2. Select the check box in the row for each policy instance that you want to activate or deactivate.
    Note: You can select the check box in the grid heading to select all of the policy instances.
  3. Above the grid, select to activate the selected policy instances.
    Note: If a policy instance is not fully configured (indicated by the red ), it will not be activated.

    -or-

    Select to deactivate the selected policy instances.

Results

  • If you activated a policy instance, the instance will be executed according to the policy's execution settings.

    Note: The corresponding policy must also be active in order for a policy instance to be executed. You can activate policies from Policy Designer.
  • If you deactivated a policy instance, the instance will not be executed.