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Performance and Trend Analyst

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Performance and Trend Analyst identifies meaningful changes in your key maintenance metrics over a selected time range and generates a summary explaining what changed, and what to do next.

When to Use Performance and Trend Analyst​

You can use Performance and Trend Analyst to monitor changes in your maintenance performance over time. This skill can help you prepare for a review meeting or evaluate performance at the end of a reporting period by analyzing the following metrics:

  • Reactive and planned work orders
  • Created and completed work orders
  • On-time and overdue work orders
  • Average time to complete work orders

Before You Start​

To use the Performance and Trend Analyst skill, you need access to the Reporting module with its attached data and metrics. For more information, see User Roles and Permissions.

Data the Skill Reviews​

Performance and Trend Analyst uses the following information to generate a summary:

DataInformation Reviewed
Reactive and planned work ordersReactive and planned work orders in the selected time range.
Created and completed work ordersWork orders created and completed in the selected time range.
On-time and overdue work ordersWork orders completed on time and work orders that are overdue.
Average time to completeThe average time it takes to complete work orders.

Limitations​

Performance and Trend Analyst has the following limitations:

LimitationDetails
ScopeDoesn't identify why a metric changed. It only identifies the change.
Limited RecommendationsProvides up to 3 recommendations to remediate identified issues.

Review the summary before taking any action. For more information about the safeguards MaintainX® applies to all AI-powered skills, see Built-In Safeguards.

Set Up Performance and Trend Analyst​

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

  2. Select Performance and Trend Analyst.

  3. In the Details tab, select Add Configuration.

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

  5. [Optional] Set up one or multiple schedules for the skill to run automatically. For more information, see Schedule a Skill.

    note

    If you don't want to set a schedule, you can finish setting up the skill and run it manually. For more information, see Run Performance and Trend Analyst.

  6. In the Settings section, select the metrics you want to include in the summary:

    1. In the Metrics field, select work order metrics:

      • Non-Repeating vs. Repeating
      • Created vs. Completed
      • On Time vs. Overdue
      • Time to Complete

    2. In the Compare to last field, define a time range for the skill to analyze.

    note

    You need to define a comparison window as it defines the period the skill has to analyze to identify changes.

  7. Select Create. MaintainX redirects you to the skill's Details tab.

Manage skill configurations

You can also edit or delete the skill configuration.

Run Performance and Trend Analyst​

After creating a configuration, you can run the skill manually or let it run on the schedules you set. For more information, see Run a Skill Configuration.

For both manual and scheduled runs, open the Activity tab to check the run status and access the generated summary. For more information, see Review the Summary.

Manage the Output​

When the summary is ready, you receive a notification. To open the summary, do one of the following:

  • Select the notification at the bottom of your screen.
  • On the skill's Activity tab, select View Details for the run.

Both options open the summary in the Smart Hub inbox.

Review the Summary​

The summary includes:

  • What changed in your key maintenance metrics.
  • Why the change matters.
Weekly work order trend summary identified by Performance and Trend Analyst

To further understand the changes in your maintenance metrics, select one of the following option on the summary card:

  • Review details to open the graph for the metrics mentioned in the summary.
  • View report to open the underlying report in the Reporting Details screen.

For more information, see About Work Order Reports.

Archive the Summary​

After reviewing the summary, you can archive it. For more information, see Archive a Skill Output.