Creating alerts

To create e-mail and work order alerts for specific equipment:

  1. Open the Alerts form.
  2. Click New Record.
  3. Enter a description for the alert.
  4. Active—Select to set this alert to active.
  5. Grid Name—Enter the grid name defined for the Alerts form on the Grid Designer form. See Defining grids. The system automatically populates the grid description and Grid Active.
  6. Dataspy—Select the Dataspy for the grid.
  7. Exception Entity—Enter the exception entity.
  8. Grid Key Field 1—Enter the mapping to the corresponding grid column that should be used as a key field in the grid, e.g., if analyzing equipment this would map to the equipment column in the grid. The system automatically populates the grid key field 1 description.
  9. Grid Key Field 2—Enter the mapping to the corresponding grid column that should be used as a key field in the grid, e.g., if analyzing equipment this would map to the equipment column in the grid. The system automatically populates the grid key field 2 description.
    Note: Grid key fields are populated on the History page, and used for reviewing data when a delay period is entered for an alert on the Work Order Alerts, Exceptions, or E-mail Alerts pages.
  10. Use Min/Max—Select to use a minimum and maximum range for this alert.
  11. Min/Max Value Field—Enter the mapping to the corresponding grid column. During the alert process the system analyzes the result of the field for each row in the grid and compares it to the min/max selections on the form.
  12. Min Value—Enter the minimum value for the alert. The system produces alerts when the result of Min/Max Value Field is less than or equal to the minimum value.
  13. Max Value—Enter the maximum value for the alert. The system produces alerts when the result of Min/Max Value Field is greater than or equal to the maximum value.
  14. Trigger within Min/Max Values—Select to trigger alerts when the result value is within the Min Value and Max Value.
    Note: Triggering within min/max will generate alerts when the result has values equal to or greater than the Min Value and less than or equal to the Max Value.

    Enter the user-defined fields. See Entering user defined fields.

  15. Frequency—Enter the frequency of the analysis in a numerical amount, and then select the frequency UOM, e.g., enter 10 and then select Days to enable the system to perform an analysis every 10 days.
    Note: Although the analysis may process every 10 days, the system does not generate alerts unless the analysis meets the specified criteria.
  16. Next Evaluation Date—Enter the next date to evaluate the alert. The system automatically populates Last Evaluation Date and Last Alert Date.
  17. Work Order—Select to create a work order alert based on specific parameters. See Creating e-mail alerts.
  18. E-mail—Select to create an e-mail alert based on specific parameters. See Creating e-mail alerts.
  19. Click Save Record. The system automatically populates Alert, Created By, and Date Created.
    Note: To preview the grid query results, click Preview Grid.

    To activate alert management, enable the ALRT driver on the Job Setup form.