Create a Monitor

availability

Feature availability by platform, plan type, and user type

Platform:	AvailableWebNot availableMobile
Plan Type:	Not availableBasicNot availableEssentialNot availablePremiumAvailableEnterprise
User Type:	Not availableRequesterNot availableFull UserAvailableAdministrator

Set up a monitor to watch your assets for a specific kind of problem. Every monitor setup starts the same way, and then branches depending on what it does. For an overview of the available monitors, see About Monitors.

Before You Start

Before you set up a monitor, make sure that you've done the following:

• Created the assets that you want the monitor to watch.
• Connected a data source that's streaming data for those assets. Monitors can't use data that you send through the REST API. For more information, see About OT Data Connectors.

Start a Monitor

1. From the sidebar, select Asset Monitoring > Monitors.

   The Monitors page opens. Each monitor shows how many of the matching assets in your organization are configured.

2. Select the monitor you want to set up.

   The monitor's setup steps open. The steps you see depend on the type of monitor.

Step 1: Choose What to Monitor

Select the assets that the monitor will watch.

1. Use the search box, Asset Types, Criticality, or Add Filter to narrow the list.

2. Select the checkbox next to each asset you want to monitor.

   Some monitors show a Signal match column. Matched means MaintainX® found a tag it can use for the monitor. Choose manually means you pick the tag yourself in the next step.

3. Select Continue.

Which assets the list shows depends on the monitor:

• Temperature and current monitors list only assets that have eligible data.
• Pump, fan, and compressor monitors list all of your connected assets. Asset type is a customizable field, so MaintainX can't identify every pump or fan for you. Select the assets that match the monitor. An asset can't be in both the pump monitor and the fan monitor.

Step 2: Confirm the Signals

MaintainX matches each asset you selected to a tag path from your data source. Confirm that the matches are right.

1. For each asset, review the Matched Tag Path. Some monitors also show the Signal name and the Unit of Measurement.
2. To use a different tag, select the Matched Tag Path field and choose another tag.
3. To remove an asset from the monitor, select the (trash) icon for its row.
4. Select Continue.

This step uses smart tag mapping. For more information, see About Smart Tag Mapping.

MaintainX creates the meters that the monitor needs, using the tag path and unit you confirm. If a meter already exists for that asset and tag, MaintainX uses the existing meter instead of creating a duplicate.

The pump, fan, and compressor monitors each ask for two signals for every asset (for example, Current and Discharge Flow for a pump). You must provide both signals to finish setup.

Step 3: Set the Result

What you do next depends on the monitor. Follow the section for your monitor:

• Asset status monitor
• Fault code monitor
• Anomaly monitor

Set the Result for an Asset Status Monitor

For Set asset status from machine signals, the Add the machine signals for each status step maps the values from your machine to asset statuses. MaintainX watches your data source for these signals, and sets the asset's status when one shows up.

1. Review the Asset status list, which shows Online, Offline Unplanned, Offline Planned, and any custom asset statuses in your organization.

2. For each status, add the machine signals that mean that status:

   • Drag a value from Unmapped signals to the status.
   • Select Add machine signal on the status, and enter your own value.

   For example, you might map true to Online and off_u to Offline Unplanned.

   note

   The values in Unmapped signals are common status values, such as true, online, offline, running, and stopped. They aren't a list from your live readings.

3. Select Continue.

Set the Result for a Fault Code Monitor

For Create work orders from fault codes, you choose which fault codes matter, and then set up the work order that MaintainX creates when one shows up.

1. In the Add the fault codes you want to monitor step, enter each fault code value that should trigger a work order, and select Add. MaintainX watches your data source for these fault codes.

2. Select Continue.

3. In the Create a Work Order step, set up the work order that MaintainX creates automatically:

   Field	Description
   Work Order Title (required)	The title of the work order. You can include the asset name and the triggered value, which is the fault code that MaintainX detected.
   Description (required)	The description of the work order. You can include the triggered value and the asset name.
   Priority	Choose None, Low, Medium, or High.
   Assign to (required)	Who the work order is assigned to. You can assign it to users or teams.

4. Select Continue.

Set the Result for an Anomaly Monitor

An anomaly monitor, such as Detect anomalies in temperature or Detect anomalies in pumps, fans, and compressors, doesn't need a separate result step. When it detects an anomaly, MaintainX raises an alert for your team to review. Continue to the activation step.

Anomaly monitors need data to learn what's normal for your assets. Until the learning period ends, the monitor learns but doesn't raise alerts:

• Temperature and current monitors: Need about two weeks of data. MaintainX counts from when data starts flowing into MaintainX, even if that happens before you turn on the monitor.
• Pump, fan, and compressor monitors: Need about two weeks of data, counted from when you turn on the monitor. The data must include at least 17 hours of asset runtime, and readings must arrive every 20 minutes or more frequently.

Step 4: Activate the Monitor

The last step shows what the monitor turns on for the assets you selected, so you can review it before you activate it. For example:

• An asset status monitor tells you that the asset's status will sync live from your data source.
• A fault code monitor tells you how many fault-code tags it reads, how many values it treats as a fault, and who the work orders are assigned to.
• An anomaly monitor tells you how many signals it watches and that it raises an alert on every anomaly.

Select Enable Monitor.

You can edit or turn off the monitor at any time. For more information, see Manage a Monitor.

After you activate a monitor, it starts right away. Asset status and fault code monitors act as soon as they see a matching signal. Anomaly monitors start learning right away, but raise alerts only after the learning period ends, which takes about two weeks of data. Pump, fan, and compressor monitors also need at least 17 hours of asset runtime in that time. For the learning period of each monitor, see Types of Monitors.

To confirm that the monitor is running, open its details page. The Monitor status switch shows Active, and Connected assets at the top of the page shows how many assets the monitor is watching. For more information, see Review a Monitor's Activity.