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Creating an Asset Incident Library

Use Case

The Falkonry AI Cloud enables users to create and organize a library of known asset and component health issues combining rich-text summaries (photos, videos, text, links) and charts. These reports can be created collaboratively with peers, updated over time, shared throughout an organization, and are easily searched and linked.

Resources

  • Below are step by step instructions for how to create a record of an asset health issue
  • For detailed functional documentation for using Falkonry Reports please click here <Reports>.

Creating An Asset Incident Report

  • Login to your Falkonry account, navigate to Reports, and click create a new report
  • Add a new Tab and create a Notes Widget where you can write a detailed summary of the asset health issue
  • Write a detailed description of the health event
  • Copy-paste or drag and drop photos or links to videos of the health event
  • Tip: it can be valuable to include a link to a Report with the baseline asset description and health operating parameters
  • Add a new Tab and create Timeline Widgets to show signal behavior before, during, and after the incident in question
  • If maintenance occurs, it can also be useful to document the signal behavior during normal operation and after the maintenance
  • You can also create a Signal Value Distribution (SVD) Widget to characterize the signal and asset behavior during relevant time periods

Best Practices and Recommendations

Asset Incident Report Naming Convention

  • Standardizing the naming convention for incident Reports helps users quickly find relevant Reports
  • Consider including some or all of the following details
  • The asset name
  • The date of the incident
  • The criticality of the incident
  • Note that many details about a report are automatically tracked by the Falkonry AI Cloud and can be searched from the Report Table view:
  • The name of the Report
  • The user who created the Report
  • The date the Report was created
  • The date the Report was most recently edited

Organizing Asset Health Reports

- Organizing your asset incident library in a logical structure that matches your organizational needs is critical to building a useful knowledge base. While every organization\'s needs are unique, some common organizing factors are listed below, and example implementations are visible in screenshots.
  • Asset type
  • Asset location
  • Event date
  • Incident status
  • By nesting these factors in a sequence which matches your needs, a robust and easy to use library can be created

  • Leveraging your existing signal and asset hierarchy in the Falkonry AI Cloud can make it easy to find and associate incidents in the future and save time in determining a relevant incident library structure

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Templates

  • Use one or more Report Templates and the report duplication functionality to accelerate the process creating new incident Reports. A template which guides the user to enter the information your organization wants to retain makes it easy for SMEs to document an issue. To duplicate a Report, follow these step by step instructions.

  • Open the Report Navigation pane

  • Click the kebab menu for the relevant report template and select the duplicate option
  • Move the new Report to the desired location in your incident library by clicking the kebab menu and selecting the move option
  • Rename the Report using the naming convention your organization selected

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