Learn more about alarms, configuring alarm rules, filtering events, alarm actions and more….
Facilio has an exclusive diagnostics dashboard that provides the Facility Manager with an overall view of all the alarms generated in a facility building-wise, priority-wise, category wise, etc. The specific nature of this dashboard provides the facility manager a targeted view of issues at hand and helps them prioritize the work orders accordingly.
a) The lifecycle of Alarm
i) Setting an Alarm
In Facilio, alarms can be set in two ways –
- Planned Maintenance: Planned maintenance alarms are basically alarms set based on schedule, readings or an alarm condition depending on the nature of the asset.
- Alarm Rules: Specific rules that are configured for each asset after they are installed in the facility.
ii) Acknowledging the Alarm
An alarm is triggered either because its maintenance is due or because it has met certain conditions in terms of readings or alarm condition. Once an alarm is generated, it can be viewed in the diagnostics dashboard under the active alarms section. The facility manager will review the alarm generated and click on the Acknowledge button. The facility manager/supervisor can also create a work order to tackle the alarm or clear the same if it is no longer valid.
iii) Executing Alarm Actions
While configuring alarm rules, alarm actions too can be set up. These actions can be either generating an automatic work order or sending an alarm message/SMS/email to a specific maintenance personnel/team member. Once the work order/alarm message is generated, the alarm condition will be addressed.
iv) Clearing the alarm
Once the alarm condition is addressed and the work order is duly executed and completed, the facility manager will clear the alarm.
b) Diagnostics Dashboard
Different types of alarms can go off in a facility, some could be of critical nature or high priority while some are merely alerting the facility manager about glitches in a high-value asset. Facilio’s alarm dashboard lists all the active, unacknowledged and critical alarms raised in the facility.
Rules: A separate tab called Rules lists conditions under which an alarm can be triggered and provides you options to create a new rule.
Reports: An exclusive report section provides you with analytics of alarms that have been hitherto triggered.
c) How to create an alarm rule?
An alarm rule is a set of conditions that can be configured for each asset/space in the facility, which when met, will trigger an alarm. From optimum temperature to humidity levels or base readings to critical limits, an exhaustive list of alarm rules can be created for each asset/equipment and space. Here is how you create a new alarm rule –
i) New Custom Rule
- Head to Diagnostics dashboard from the left-hand panel of options
- In the Dashboard, click on the tab Rules.
- In the rules page, existing alarm rules (if any) will be listed and they will be segregated as Active/Inactive through tabs.
- Click on the New Rule button. Here you have the option of creating a new rule from scratch or using an existing template to create a rule for an asset.
- Click on New Custom Rule if you wish to create a new rule altogether.
- Basic Details: Provide an alarm rule name, description.
- Alarm Type: Select where this alarm rule should apply – an asset or in a specific space.
- Asset: If you select Asset, choose the category of the asset, select the specific asset or you can apply the rule uniformly for all assets that belong to the same category.
- Space: Select the specific site/building/floor/space.
- Next, select the threshold metric for the asset/space.
Note: The threshold metric for assets and space is the basic base reading using which the alarm can be triggered.
- Enable Pre-requisite option if there are existing condition statements available for the asset/space. The pre-requisite option allows you to add condition statements for the asset (depending on its category or space in terms of metric, formula or expression.
- Next, configure the alarm severity using alarm conditions such as Simple, Aggregation, Baseline, Flapping, Complex and Function. Once the condition is applied, select the parameters that are specific to it and provide values, time period, frequency, formula and functions to configure the alarm.
- For each alarm rule depending on the condition type selected and the parameters specified, you can also define the severity of the alarm, the corresponding message that it can send to the requisite team/facility manager, document the possible problem that has caused the alarm to trigger in the first place and recommendation.
- Root cause analysis: You can also configure the root cause analysis for the alarm rule which will present a study to the facility manager as to why the alarm was triggered in the first place. To enable the root cause analysis, select the alarm condition and configure appropriate parameters. Multiple root cause checks can also be added to an alarm rule based on different alarm conditions.
- Enable Impact: You can also enable an impact study while configuring an alarm rule. Impact study will basically list the possible impact the alarm might cause.
Note: Facilio recommends root cause analysis and impact study data option can be enabled for those devices/equipment that work in tandem with other devices within a plant. In such a scenario, the cause and effect study and recommendations will aid the technician and the supervisor to fix the issue before it breaks down completely.
- You can also specify when to clear the alarm – Auto clear/clear based on conditions. If you select Clear Based on Condition, you will need to configure the condition that will clear the alarm automatically.
- Once all this is done, you can click on Save.
- Once added, the rule can be seen listed on the page. An on/off toggle switch next to it allows you to activate the rule whenever required.
Alarm Condition Definitions
Simple Condition: Provides a single reference point as a condition and is based on the current value of the asset.
Aggregation: Sets a rule for the aggregation of attributes of a period of time.
Baseline: Set an alarm rule based on the historical data of the asset.
Flapping: Can be specifically used to set alarm for fluctuating data in any asset.
Function: Set an alarm rule for an asset’s attribute over a period of time.
Complex Condition: Allows you to custom build your own formula and the alarm will be generated, if all the conditions of the rule are fulfilled.
ii) Creating a new alarm rule using a template
In Facilio, alarm rules can be created using existing templates. Templates can be configured with preset threshold metrics and rules conditions for common breakdown scenarios and fault occurrences that are inherent to a particular asset or space.
- In the Rules page (in Diagnostics Dashboard) click on the button New Rule.
- The templates page will open listing all the existing templates that are available. Options to view templates categorized by assets are also available here.
- Click on the template name to open and view the alarm rule. You can edit, modify or update any range or value in the template and configure the metrics specific to assets and space. You can also tweak the template to create your own template for a specific asset/space.
- In the template summary, click on the edit icon given in the header.
- Configure the prerequisite condition statements, alarm condition, number of occurrences and tweak the message, cause, and recommendations.
- If you have selected the template that you wish to use, click on the Apply Template button.
- Select the specific asset where the alarm rule needs to be applied.
- Specify the number of occurrences after which the alarm rule needs to apply.
- Select the type – consecutive/over period.
d) Converting an alarm into work order
Certain alarms need more than mere maintenance. If the fault is severe and a breakdown imminent, the asset/space might require sustained work to resolve the issue. In such a situation, an alarm generated can be automatically converted into a work order and can be assigned to the requisite team.
An alarm can be converted into a work order through the Settings and Alarms Home Page.
- Head to Settings > Alarm Settings > Alarm Actions.
- Here you can configure workflows to convert an alarm into a work order.
- Click on the Add Workflow button.
- Provide a name for the Alarm action and select the site where this action needs to be executed.
- Provide a description of the alarm action and subsequent workflow that you are configuring.
- Next, you will need to configure the rule for alarm action. Select when the workflow must be executed. Select the criteria & parameter that would trigger this alarm’s workflow.
- Next, configure the actions that should be done for this alarm action – Create Work order / Field Update. A work order can be created to fix the breakdown or maintenance issue or a field can be updated for the asset.
- If a work order needs to be created, select the Category, Team/Staff and the Priority.
- If a field needs to be updated, select the field value based on the criteria.
- Head to the Diagnostics dashboard and click on the tab Alarms.
- Here the alarms that have been triggered will be listed. The alarms will be categorized as Active, Unacknowledged, Critical, Minor, Major, etc. They will be color-coded for easy understanding and comprehension.
- If an alarm indicates an impending breakdown or a major malfunction, it can be converted immediately into a work order.
- Click on the Vertical Ellipsis icon give at the end of each alarm and click on Create Work Order from the dropdown given here.
e) How to acknowledge an alarm?
Acknowledging an alarm indicates that you are aware of the problem. Once the alarm is acknowledged, the anomaly that triggered the alarm can be thoroughly investigated and a work order can be added if necessary or it can be cleared if the problem has been fixed.
- Head to the Diagnostics dashboard and click on the tab Alarms.
- List of alarms that are active, critical, unacknowledged, major, etc. will be listed. A huge list of categories of alarms can also be checked as per category, asset, priority, etc.
- Click on the Acknowledge button that is listed for each alarm. Select the ellipses icon given at the end of each alarm, if you wish to clear it. Options to delete or create work order are also given here.