Configuring Insights Zone

Insights Zone

The Insights zone displays visual insights for Condition Rating, Confidence Rating, Maintenance Trigger, Asset List Maintenance Trigger, and Warranty. Each insight includes a badge, and all except Condition Rating show a list of common actions.

Insight Group

An insight group is required to display the Insights for this zone.

Create a new insight group for the Asset 360 Insights:

• Insight Class: Asset 360 Insights
• Valid Visual Structures:
  • Badge Insight
  • List Insight

_{Condition Rating Insight}

The Condition Rating insight includes two types; a badge and a list. It displays the Condition Rating Score, a description (as defined in the bucket configuration), and the asset's last inspection.

By default, the Condition Rating insight is show using the the Default Insight Options.

Lastly, follow the steps for Bucket Configuration and Algorithm Parameters to display the Condition Rating insight with the Override Visual Setting and Bucket Configuration description.

_{Bucket Configuration}

A Condition Rating badge (Insight Type) was delivered in a previous release.

If your organization already has a bucket configuration for the Condition Rating badge, then use the same Condition Rating bucket configuration.

Otherwise, create a new Conditon Rating bucket configuration using the Asset Bucket Configuration BO. Refer to the screenshot below for suggested Bucket Value Ranges:

_{Algorithm Parameters}

For example, to display a red badge (override value = 30) for a Poor (bucket value sequence number) Condition Rating:

• Severity Number: 30
• Bucket Sequence Number: 50

_{Confidence Rating Insight}

The Confidence Rating insight includes two types; a badge and a list. It displays the Confidence Rating Score, a description (as defined in the bucket configuration), and the asset's last inspection:

By default, the Confidence Rating insight is shown using the Default Insight Options.

Follow the steps for Bucket Configuration and Algorithm Parameters to display the Confidence Rating insight with the Override Visual Setting and Bucket Configuration description.

_{Bucket Configuration}

Create a new Confidence Rating bucket configuration using the Asset Bucket Configuration BO. Refer to the screenshot below for suggested Bucket Value Ranges:

_{Algorithm Parameters}

For example, to display an orange badge and a warning icon (override value = 20) for a Average (bucket value sequence number) Confidence Rating:

• Severity Number: 20
• Bucket Sequence Number: 40

_{Maintenance Trigger Insight}

The Maintenance Trigger insight includes two types; a badge and a list. It displays the next trigger information, including trigger days, trigger type, calendar details, and the associated general template work order.

By default, the Maintenance Trigger insight is shown using the Default Insight Options.

Follow the steps for Bucket Configuration and Algorithm Parameters to display the Maintenance Trigger insight with the Override Visual Setting and Bucket Configuration description.

_{Bucket Configuration}

Create a new Maintenance Trigger Days bucket configuration using the Asset Bucket Configuration BO. Refer to the screenshot below for suggested Bucket Value Ranges:

_{Algorithm Parameters}

For example, to display an orange badge and a warning icon (override value = 20) for an On Time (bucket value sequence number = 20) Trigger Days:

• Severity Number: 20
• Bucket Sequence Number: 20

_{Asset List Maintenance Trigger Insight}

The Asset List Maintenance Trigger insight includes two types; a badge and a list. It displays the next trigger information, including trigger days, trigger type, calendar details, and the associated asset location specific template work order.

By default, the Asset List Maintenance Trigger insight is shown using the Default Insight Options.

Follow the steps for Bucket Configuration and Algorithm Parameters to display the Asset List Maintenance Trigger insight with the Override Visual Setting and Bucket Configuration description.

_{Bucket Configuration}

Use the same bucket configuration used in the Maintenance Trigger insight.

_{Algorithm Parameters}

For example, to display a red badge and a warning solid icon (override value = 30) for a Delayed (bucket value sequence number = 10) Trigger Days:

• Severity Number: 30
• Bucket Sequence Number: 10

_{Warranty Insight}

The Warranty insight includes two types; a badge and a list. It displays the active warranty along with the type and expiration date details.

By default, if the warranty is expiring in eight months or less, it is displayed using the Override Visual Settings.

_{Algorithm Parameters}

Update the Asset 360 Warranty (W1ASTWRTY) algorithm to change the eight-month configuration: