Rules management

The Efficiency analysis > Rules management menu is used to manage rules.

To define a new rule for a device or for a device type that creates an event in addition to machine messages sent by the machine itself
To edit, copy and delete rules
To activate/deactivate rules
To display the rule history

Either Rules Light or Rules Extended can be installed. Rules Extended has a greater range of functions than Rules Light :
Introduction to the Condition Monitoring module

Element/icon

Description

Facility Search

Search for or select facility/facilities.

XX items

Number of rules created

Code, title

Search in the Code and Title columns of the overview

tune View

Show or hide columns in the overview.

filter Filter

Filter the overview by selecting Status , Severity , Context and Part Type in the dialog window.

filter-success

Save the current filter settings for the logged-in user.

add_border

Create or Configure a Rule

Column title

Sort the overview by column Status , Severity , Title, Context, Code or Description.

mdm_edit_icon

Create or Configure a Rule

settings-editor

Change the status of a rule, view the history of a rule or copy a rule

ticket

Create a deviation notification with the rule code.

Configure Deviation Notification

watch-on

If the rule is based on a device, you can switch to Condition Monitoring

or to

Deviation Processor

watch-on

is selected, a drop-down list opens. The drop-down list can contain even more options, depending on which Nexeed‑modules are installed.

Create a quick reaction

If the Deviation Processor is installed, a quick reaction can be created.

Create a quick reaction in the

Deviation Processor.

Create or Edit Quick Reaction

Live device status

Open the device in the

Condition Monitoring

and display the Live tab in the detailed view.

Live tab

Device measured values

Open the device in the Condition Monitoring

and display the Measured Values tab in the detailed view.

Measurements tab

Device events

Open the device in the Condition Monitoring

and display the Events tab in the detailed view.

Events tab

Change the status of a rule, view the history of a rule or copy a rule

Prerequisite

Rules Management Expert or Rules Management Administrator role

Procedure

Call up the Efficiency analysis > Rules management menu.
Open the context menu with .

The following options are available: * Change status

+ In the Change status dialog window, select Active , Inactive or In Approval according to the current status, enter a description and confirm with Save.
- View history
  
  The history of the rule is displayed.
- Copy rule
  
  The Add rule dialog window is displayed with the pre-populated values of the current rule.
  
  Adjust values and save as a new rule: Create or Configure a Rule
- Clear
  
  The Delete rule dialog window is displayed.
  
  Remove the rule with Delete.