Advanced Rules allow you to fully utilise the full capabilities of our rule engine. It enables you to create a rule with multiple states, transitions, and alerts.
This feature is only available for Advanced Users and Administrators
Step 1 - Navigate to Rules Page
Navigate to Alerts in the navigation and select “Rules”.
Step 2 - Create a New Rule
Click on the "New Rule" button and select "Advanced Rule"
Step 3 – Enter general information
- Give your rule a name
- Select an Asset that you’d like to create the rule for
Step 4 - Select States
Rules are built on a state machine architecture, which checks when an asset changes state rather than triggering on one specific event or measurement. It does this by checking for changes to a Parameter of an asset, based on a Formula for each transition.
Add States
To add a states click the + icon
Select a Default State
A default state needs to be defined, to do this use the radio button to the left of the state select the default State.
Tip: As an example, picture wanting to monitor a machine's temperature and receive alerts for various levels of heat. You'd create a rule with these states:
- Normal (default state)
- High (a bit hotter than usual)
- Too High (reaching worrisome temperatures)
- Critical (indicating a serious issue).
Step 5 - Create Transitions
After establishing the states you wish to use, the next step is to set the criteria for transitioning from one state to another.
Transition Information
To navigate between the states, use the tabs at the top of the page. For each transition you need to set the state it is changing to and give it a specific name.
Conditions
To set the conditions for when a state transitions you will need to build a formula, you can do this using the asset parameters and logical operators.
Tip: Using the machine temperature example mentioned previously, you could set the transitions and logic like this:
- Normal to High: When the machine’s temperature is greater than 200°C
- High to Too High: When the machine’s temperature is greater than 250°C
- Too High to Critical: When the machine’s temperature is greater than 300°C
For every transition, there must be a balancing transition, as the system won't save any unbalanced transitions. Here's an example:
- Critical to Too High: When the machine’s temperature is less than 300°C
- Too High to High: When the machine’s temperature is less than 250°C
- High to Normal: When the machine’s temperature is less than 200°C
Step 6 - Add Alerts to Transitions
For the transitions you wish to be be notified on, click the "Create Alert" button. Here, you can specify a priority level and notify team members about the state change. You might choose not to set alerts for every transition, opting only for the critical ones.
Priority
Specify a priority level for the alert, you can select one of the following:
- Critical: requires immediate action.
- Urgent: indicates a significant problem which requires action quickly.
- Needs Attention: highlights a warning that requires action
- Be Aware: gives an indication that something might be wrong
- Notification: low priority for events that are informative and require no action
Name and Description
Provide your alert with a clear name and description to quickly identify its purpose and context.
Initial Confirmation Status
Decide the status of an alert when it is triggered:
- Suspected: Needs validation, for instance, by visually inspecting the machine.
- Validated: Confirmed as a cause for concern without doubt.
Delay
To avoid setting off an alert immediately when an event has occurred, you can add a buffer period. This is especially useful for data prone to noise and minor variations, like vibration data, to filter out insignificant fluctuations.
Notifications
Select which team members you'd like to receive the alert. Make sure that you have your Notification Groups setup.
Daily Closure
When an alert is triggered you will only receive one email or SMS notification, all other occurrences of the alert will be captured in the alert detail.
If you would like to receive multiple alerts you can do this by enabling Daily Closure. This will automatically close the alert at 00:05, creating a new one when triggered again to ensure you receive notifications via the provided email and SMS.
Step 7 - Review and Enable
Make sure to carry out the following checks:
- You have defined a default state
- Every Transition has a balancing Transition. For example, if there is a transition from "Normal to High" it needs a transition from "High to Normal".
Once you are happy, set the rule status to enabled in the left panel and click Save.
