Manage Skill Configurations

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A skill configuration is a set of settings attached to a skill. You can create several configurations for the same skill, for example, to analyze different sets of data in different time ranges.

Access the Skills Page

From the sidebar, select Smart Hub > Skills.

Each skill page has two tabs:

• Details: To learn how the skill works and manage its configurations. Use this tab to add, edit, run, and delete configurations.
• Activity: To track the skill's runs. Use this tab to check run statuses and open generated outputs.

Add a Configuration

1. From the sidebar, select Smart Hub > Skills. The Skills page opens.

2. Select the skill you want to set up.

3. In the Details tab, select Add Configuration.

4. In the Configuration name field, enter a name for the configuration.

5. [Optional] To run the skill automatically, set up one or more schedules. For more information, see Schedule a Configuration.

   note

   If you don't set a schedule, you can still run the configuration manually.

6. In the Settings section, set up the options for the skill. Each skill has its own settings. For more information, see the Settings section of the skill's article:

   • End of Shift Summary
   • Parts Restocker
   • Performance and Trend Analyst
   • PM Plan Auditor
   • PM Schedule Monitor
   • Request Cleanup Helper
   • Root Cause Analyst
   • To-Do List Summary

7. Select Create.

MaintainX® redirects you to the skill's Details tab, where the configuration appears.

Schedule a Configuration

Schedules run a skill automatically. You can set up one or more schedules for each configuration, either when you add the configuration or later when you edit it.

Scheduling exception

Root Cause Analyst doesn't support schedules. You can only run it manually.

1. In the configuration's Schedule section, select Set Schedule. The Set Schedule dialog opens.

2. In the Recurrence drop-down, select how often the skill runs:

   Frequency	Interval Options
   Daily	N/A
   Weekly	In the Repeats section, select which days of the week to run the skill.
   Monthly	In the Repeats section, select which day of the month to run the skill.

3. In the Time field, select the time the skill runs.

4. Select Set Schedule.

The schedule appears in the configuration's details. Each scheduled run sends its output to the Smart Hub inbox.

Run a Configuration

Scheduled configurations run on their own, but you can run a configuration manually:

1. From the sidebar, select Smart Hub > Skills. The Skills page opens.
2. Select the skill you want to run.
3. In the Details tab, locate the skill configuration you want to run.
4. Select Run.

For both manual and scheduled runs, open the Activity tab to check the run status. When the run finishes, you receive a notification and the output appears in the Smart Hub inbox. For more information, see Open an Output.

Edit a Configuration

1. From the sidebar, select Smart Hub > Skills. The Skills page opens.

2. Select the skill with the configuration you want to edit.

3. In the Details tab, locate the configuration you want to edit.

4. Select (Edit). The Edit configuration page opens.

5. Do any of the following:

   • Select Set Schedule to set up one or more schedules. For more information, see Schedule a Configuration.
   • Edit the skill's settings.

6. Select Save Changes.

Delete a Configuration

You can't restore a deleted configuration.

1. From the sidebar, select Smart Hub > Skills. The Skills page opens.
2. Select the skill with the configuration you want to delete.
3. In the Details tab, locate the configuration you want to delete.
4. Select (Delete).
5. When prompted, select Delete.

The configuration no longer appears in the skill's Configurations section.