ASSET PERFORMANCE MANAGEMENT

AVEVA Predictive Analytics

Monitoring Training – Using the Web

Gopikrishnan P

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AVEVA Predictive Analytics Web

• Monitoring is performed using “Web”

• Accessed via a web browser
• View alerts generated in real time
• Open trends and analyze issues
• Manage alerts
• Create cases and reports

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PRiSM Web Navigation

• Home
• Alerts
• Reports
• Case Management
• Help
• Preferences

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Home

• Should be a quick check every day

• Everything should be “OK”
• Click on each section to view details
• Investigate yellow/red
• Contact IT Admin if needed

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Alerts

• View Alerts
• Manage Alerts
• Sort/Filter
• Open Trends

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Trends

• View realtime trends

for each model
• Analyze the trends to
determine the cause
of the alert
• Add new trends, check
main contributors and
fault diagnostics,
change date range

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Alert Management

• Click on the Alert State icon to

open the Alert Management
window
• Choose an alert state
• Can select one or more points
• Assign to a user (optional)
• Create a case directly from this
screen
• Add notes (only when Clearing)

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Reports

• Run reports to summarize

key information
• View summaries of Alerts,
Cases, etc.
• Upload custom reports
• Create them in SSRS Report
Builder

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Case Management

• View all Cases

• Create New Cases
• Add updates to existing cases

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Help

• Click the Question

Mark icon in the
upper right to open
the Help screen

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Preferences

• Click the Gear icon in the

upper right to open
Settings in a new tab
• Update your User Profile
• Default (System) & User
Preferences
• Manage User Lists

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ASSET PERFORMANCE MANAGEMENT
AVEVA Predictive Analytics
Alert Management

© 2020 AVEVA Group plc and its subsidiaries. All rights reserved.

 Monitoring Process
Daily Review and Viewing Alerts
Tips to Speed Your Analysis
Alert Management - Choosing an Alert State
Part 2
Alert Management - When to Use Each Alert State
Agenda
The Monitoring Process and Alert
Management

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Monitoring Process

© 2020 AVEVA Group plc and its subsidiaries. All rights reserved.

The Monitoring Process

• Once the models have been built, someone has to monitor them for early signs of
equipment problems
• It’s crucial to put in place a formal monitoring process in your organization
• By its very nature, “early warning” is never an emergency, and is therefore the easiest thing to skip
when things get hectic
• Having people formally assigned to the monitoring tasks ensures it won’t get overlooked

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Monitoring Process
MDC analysts
review PRiSM
Alerts

Site provides
Analysts flag
findings and
potential issues
feedback to MDC

The site receives a

The MDC reviews
report from the
PRiSM and notifies
MDC highlighting
the site of relevant
potential issues
Analysts review Alerts
detected by PRiSM Site reviews
these issues with
report
SMEs

Analysts create
MDC sends report
cases to track
to site
issue

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Typical Weekly Agenda

• Analyst: Daily Review

Mon

• Analyst: Daily Review

Tue

• Analyst: Daily Review, Compile Weekly Report

• SME: Assist with compiling the Weekly Report (diagnoses, etc.)
Wed • Customer: Receive Weekly Report

• Analyst: Daily Review

Thu • Customer: Review Weekly Report

• Analyst: Daily Review, Weekly Call, Call Summary

• SME: Weekly Call
Fri • Customer: Weekly Call

© 2020 AVEVA Solutions Limited and its subsidiaries. All rights reserved.
Daily Review and Viewing Alerts

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Daily Reviews
General Principles

• Use PRiSM Web rather than System Monitoring

• Assign a state to all New Alerts
• Check existing Alerts
• Remove old Alerts
• Create a standardized process

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Viewing Alerts

• The Alerts tab shows a list of deployed projects

and their Alert states
• Many ways to arrange this list:
• Column sort/filters
• Quick filters
• Search
• Hierarchical Selection
• Asset Hierarchy
• Template Hierarchy
• User Lists

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Tips to Speed Your Analysis

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Tips to Speed Your Analysis
Alerts Screen

• Build User Lists for commonly viewed groups of projects

• Set your desired default columns in Preferences
• Look at “Latest Alert” column with “7 Day Event History”
• Use the Alert State icon to prioritize your review
• Set Filters to help
• Click the Case Status icon to view any cases associated with that project

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Tips to Speed Your Analysis
Trending

• Watch for shifts in the OMR, then check individual sensors for changes at that time
• Click on Signal Contributions and Fault Diagnostics to view the associated bar graphs
• Click a specific bar for a shortcut to the associated trends
• Check for Alert shading at the top each trend
• Indicates a signal “underneath” that one is in Alert: OMR > Individual Signals > Deviations

• Click on the Alert state icon next to the point name to change the Alert state from within
the trend window

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Alert Management -
Choosing an Alert State

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Choosing an Alert State

• Goal: Keep the list organized

• Goal: Keep the list clean
• Use Alert Management to categorize each Alert

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Choosing an Alert State

For a ‘New’ Alert:

1. Look at the charts

2. Determine the most likely cause of the Alert
3. Set category and take required action

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 If you see
something, say
Pick a bucket something

Rinse and repeat

Not of immediate
concern

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Choosing an Alert State

For an ‘Existing’ Alert:

1. Check if condition has changed
• Stable, worse, or better?
2. Take required action / change state if needed
3. Clear if possible!

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 Do it

Stable,
worse,
better?

Rinse and
repeat
Figure out what
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needs to be done
Alert Management -
When to Use Each Alert State

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Pending State

• Choose if...
• Condition is not of immediate concern
• More time is needed to see if a trend develops
• Will come back as Action Due
• Try not to put right back into Pending again

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Acknowledge State

• Choose if...
• Condition is not of immediate concern
• Condition is a “special case” that doesn’t fit elsewhere
• May overlap somewhat with the Monitor state

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Monitor State

• Choose if...
• Watching something closely; not yet worth notifying end user
• Something that will likely turn into an Equipment issue soon
• Similar to the Acknowledge state, but for more concerning issues

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Model State

• Choose if...
• Equipment appears OK, but model is tracking poorly
• New ambient conditions
• New operating conditions
• Post-outage changes
• Remove (or add) sensors to Operational Profile

• Can include adding new data, removing old data, changing thresholds, etc.
• May need to wait to collect more data

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Sensor State

• Choose if...
• Alert appears due to a bad sensor issue
• Flatlined
• Erratic
• Needs calibration

• Open a case to track!

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Equipment State

• Choose if...
• Alert appears to be caused by something wrong at the site
• Mechanical Problem
• Process Upset

• These are often the issues that lead to bona fide catches
• Open a case to track!

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Clear State

• Choose if...
• Condition has returned to model predictions
• Transitory issue
• Model update completed
• Work done on equipment
• Alert no longer relevant

• If there was an open case, close it

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Alert Management in Practice
PRiSM Web

• Develop a standardized process

• Assign Alert states to keep the list clean and organized
• Always move towards Clearing the Alert!

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 Alert Management Alert Management Workflow
Clear
Legend
Project not in Alert
Alert State Category Alert State Action
Category determines the shape of the alert Action determines the color of
state icon the alert state icon
New
Clear First Warning/Alert
Act
Project not in Alert
Follow-up action
identified
New User Categorization
New warning or Alert Review Priority Action
Information in need
Acknowledge of review
Condition not of immediate concern Diagnosed Alert
Wait
Pending Condition not of Priority Review
Condition not of immediate concern immediate concern
Expires when defer date met Low Priority

Monitor Runtime Status Pending Action

Condition is of immediate concern Current value evaluation of
threshold
Equipment Automatic Escalation
Condition caused by equipment Alert
issue Alert threshold exceeded

Model Warning Expire

Condition caused by model issue Warning threshold
exceeded
Sensor Clear
Condition caused by sensor issue OK Alerts removed
No thresholds exceeded
Action Due
A Follow-up action is due Warning Alert Expiration User Action
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ASSET PERFORMANCE MANAGEMENT
AVEVA Predictive Analytics
Case Management

© 2020 AVEVA Group plc and its subsidiaries. All rights reserved.

 Case Management Overview
The Case List
The Case Editor
Customizing Case Management
Part 3
Agenda
Case Management

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Case Management Overview

© 2020 AVEVA Group plc and its subsidiaries. All rights reserved.

Case Management in AVEVA Predictive Analytics

• The Case Management module appears in the top navigation bar of AVEVA Predictive
Analytics Web
• Track issues found in AVEVA Predictive Analytics from first detection through resolution
• Search for and reference past cases
• Augment your Alert review process

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Case Management in AVEVA Predictive Analytics
When to make a case?

• Make cases to track potential equipment reliability or process/performance issues

• Also consider making cases for instrumentation issues
• It’s usually easier to create a case when you first detect and report an issue
• Correspondence between the monitoring center and engineers, operators, maintenance, etc. can be
uploaded to the case

Tip: As soon as you mark an

Alert as “Equipment” or
“Sensor,” create the case
directly from the Clear Alert
window
Case Management in AVEVA Predictive Analytics
Include Cases as Part of Your Alert Management Process

Analyze If issue is resolved

Update Case Clear Alert
Alert

Gather feedback
Set Alert
Close Case
State

Inform site Monitor

Create Case
Situation

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The Case List

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The Case List
Build up a Case Library

• View all of your cases here

Tip: The Case ID is a hyperlink you

can email to someone so they can
navigate directly to the case
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Case Status Icon

• Similar to the Alert State icon, the Case Status icon visually indicates both the case state
and case priority
• This is displayed next in the Case Status column on the Alerts tab
• Click the icon as a short-cut to all cases associated with that project
Tip: Prioritize your Alert review by checking
projects with open cases first
Case State Case Priority Status Icon
Open Normal
Open Pending
Open Elevated
Closed ---
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Case Search
Build Up a Case Library

• Look across all cases for text in any of these fields:

• Case ID
Tip: Include things like work
• Title order numbers in the case
description to find them
• Description again easily
• Assign To
• User Created
• User Modified
• Category
• Priority
• State
© 2020 AVEVA Group plc and its subsidiaries. All rights reserved.
Case Search
Build up a Case Library

• When analyzing a new Alert, search for similar past events

• Check all past events on a piece of equipment, but especially those similar to the current situation
• Check sister equipment as well
• Consider leveraging past cases to create new fault diagnostics

Tip: Try to follow a standard

format and include key
information when creating
a case to make searching
easier down the line

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Case Search – How To
Want to find all bearing issues?

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Case Search – How To
Type in “Bearing” and hit Search

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Case Search – How To
View the Results

“Bearing” appears in the Title

“Bearing” appears in the Description field in this case

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The Case Editor

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The Case Editor
Creating a New Case

• Create a new case from

within the Case
Management tab
• Or, better yet, select
“Create Case” when
choosing an Alert
category
• This automatically links the
project with the case

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The Case Editor Tip: Although not required,
setting a Category can help you
Key Information stay organized and will provide
for interesting KPIs in the future
• The Title and Description form the core of any case
• Select a Case State and Priority
• Select a Category and assign the case to a user if desired
• The Case ID is assigned automatically by AVEVA Predictive Analytics when the case is saved
Tip: Assign the case to a user, so
they know it’s theirs. Also,
remember to set the Display
Name if you have obscure
network names

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The Case Editor
Key Information: What to Include
Tip: Include the unit/equipment name in the
• Keep the title simple and concise title to find it easily later

• Add details to the description

• When the event occurred
• What happened (Bearing temp increase? Pressure drop? Axial shift?), including values and units
• What didn’t happen (Only affecting one bearing? Not seen on sister pump?)
• The instrument numbers Tip: Update the description with
new information as the situation
• Work order number, etc. if available
evolves

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The Case Editor
Supplementary Information: Discussions

• Use the Discussions section to include minor updates, questions, or other information not
suited for the Description
• Multiple users can add their own comments to the case
• Similar in concept to an online forum

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The Case Editor
Supplementary Information: Projects

• Associate a specific project with the case

• At least one project must be associated with a case before it can be saved
• If you created the case via the Alert Clearing screen, that project will already be linked for you

Tip: Sometimes, a condition may

affect more than one project.
Link multiple projects with the
green plus sign.

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The Case Editor
Supplementary Information: Links

• Upload files, network locations, and hyperlinks

• Screenshots
• Boroscopic, thermographic, and other images
• P&IDs
• Emails
• Network links to other tools

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The Case Editor
Supplementary Information: History

• View basic information about the case itself

• Created, Last Modified, and Closed dates / users

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The Case Editor
Supplementary Information: Resolution

• Record Fault Condition, Response, Impact, and Value

• Enter details about the resolution as well as how you arrived at the Value number

Tip: Calculating a value can be

difficult. Think about severity vs.
likelihood of the failure, cost
replacement parts, whether
spares are easily available, labor
costs, lost production costs, etc…
Standardize this calculation as
much as possible

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Customizing Case
Management

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Customizing Case Management Drop-down Lists
Modify the entries to fit your monitoring process

• AVEVA Predictive Analytics ships with defaults for each category

• Add or remove entries to best fit your industry, monitoring process, or to align with other
tools you already use

Tip: All cases start as “Open” and end as

“Closed.” Add intermediate steps to better
track the lifecycle of the case.

© 2020 AVEVA Group plc and its subsidiaries. All rights reserved.

Customizing Case Management Drop-down Lists
Modify the entries to fit your monitoring process

• In AVEVA Predictive Analytics Client, go to the Real-Time Service menu and select “User
Defined Properties”

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Customizing Case Management Drop-down Lists
Modify the entries to fit your monitoring process

• Customize options for:

• Case Category
• Case State
• Fault Condition
• Impact
• Response

Tip: You can set the display order to

put the items in a logical sequence

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Case Management
Creating Reports

• Cases can be exported using the

Reports tab Web
• Choose only certain asset groups if you
want
• Choose report parts (summary, details,
full discussions)
• Export as .pdf, .xlsx
• Share these reports with others
Tip: It’s a good idea to periodically
review all open and closed cases
monthly, quarterly, etc.
© 2020 AVEVA Group plc and its subsidiaries. All rights reserved.
Case Management in AVEVA Predictive Analytics
Summary and Key Tips to Remember

• Incorporate cases into your overall Alert review process

• Create a case as soon as you make an Alert “Equipment” or “Sensor”
• Prioritize your Alert review based on open cases
• Customize the drop-down categories based on your process
• Over time, you will build up a library of past events
• Include standard information in each case for easy search in the future (dates, instrument numbers,
work order numbers, etc.)
• Develop a method to assign value to catches when possible

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@avevagroup

ABOUT AVEVA
AVEVA is a global leader in engineering and industrial software driving digital transformation across
the entire asset and operational life cycle of capital-intensive industries.

The company’s engineering, planning and operations, asset performance, and monitoring and
control solutions deliver proven results to over 16,000 customers across the globe. Its customers are
supported by the largest industrial software ecosystem, including 4,200 partners and 5,700 certified
developers. AVEVA is headquartered in Cambridge, UK, with over 4,400 employees at 80 locations in
over 40 countries.
aveva.com

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