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Review an Alert

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When a monitor raises an alert, a person decides what to do about it. They review the evidence, and then do one of the following:

  • Confirm the alert and create or link a work order.
  • Keep watching the asset.
  • Dismiss the alert.

Open an Alert​

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

  2. To find alerts that need attention, select Review status and choose Awaiting Review.

  3. Select the alert you want to review.

    The Alert Detail page opens.

Review the Evidence​

On the Alert Detail page, look at what MaintainX® found before you decide what to do:

  • Check the Readings chart to see what changed on the asset, and when. For more information, see Use the Readings Chart.
  • Read the Activity feed in the Evidence Timeline for what happened, including any comments from your teammates.
  • If MaintainX interpreted the alert, read the AI interpretation section, which gives observations and a recommended action.

To share context with your team, add a comment in the Comments box. The comment appears in the Activity feed.

Use the Readings Chart​

The Readings chart shows the readings behind the alert, so you can see what changed and when. The chart helps you in the following ways:

  • Detections: The chart shades the period when MaintainX detected an anomaly and marks it with a start time. If the anomaly is ongoing, the shaded area stays open-ended. If MaintainX thinks the anomaly has ended, the chart also shows an end time. Hover over the shaded area to see a card with details about what MaintainX detected and when.
  • Reading values: Hover over any other part of the chart to see the exact readings at that point in time and how they changed.
  • Zoom: Click and drag across a section of the chart to zoom in on what was happening at a given moment. MaintainX averages the data in the standard view to make it easier to read, so zooming in can show you detail that you might not notice otherwise.
  • Prior alerts: If the asset has alerts that were closed before, the chart also plots them. You can see when past incidents happened and use them as context for the current alert.

Decide What to Do​

After you review the evidence, use the buttons at the bottom of the Alert Detail page to choose one of three actions: Confirm Alert, Mark as Watching, or Dismiss Alert.

ActionWhen to use itResult
Confirm AlertThe problem is real and needs action.MaintainX prompts you to create a work order or link an existing one. Once the work order is created or linked, the alert's status changes to Work Order Open.
Mark as WatchingYou need more data before you decide whether to dismiss the alert or turn it into work.The alert's status changes to Watching.
Dismiss AlertThe alert doesn't need action.The alert's status changes to Dismissed.
note

Every alert you review gives MaintainX more data to learn from, which helps it get better at identifying issues in the future. For more information, see How Alert Detection Improves With More Data.

Confirm an Alert​

If MaintainX interpreted the alert and found a problem worth addressing, confirming the alert agrees with its interpretation. In that case, MaintainX fills in Observations and Recommended Action with its interpretation as a starting point, and you can edit either field. If your decision differs from MaintainX's interpretation, MaintainX leaves the fields empty, because it assumes its interpretation isn't relevant.

  1. At the bottom of the Alert Detail page, select Confirm Alert.

  2. In Observations, describe what you found, or edit the text that MaintainX filled in.

  3. In Recommended Action, enter the details of what should be done, or edit the text that MaintainX filled in.

  4. Create a new work order, or link an existing one.

    If you create a work order, MaintainX uses the standard work order creation flow. For more information about the fields, see Create a Work Order.

    MaintainX attaches the Alert Resolution Procedure to the work order. This procedure asks whether the inspection found the issue and what work was performed in response to the alert. Completing it helps MaintainX get more accurate at detecting issues over time, because MaintainX learns from what actually happens with each work order.

    The alert's status changes to Work Order Open.

If you close the work order window without creating or linking a work order, the alert's status changes to Needs Work Order. The alert stays open until a work order is created or linked.

Mark an Alert as Watching​

Marking an alert as Watching helps you manage your workflow. It gives your team more time to observe the alert and gather more data before making a decision. New detections on the same asset are added to the open alert, as they are for any open alert. For more information, see How MaintainX Groups Detections Into Alerts.

  1. At the bottom of the Alert Detail page, select Mark as Watching.

    The alert's status changes to Watching.

You can't turn off the Watching status. You must later confirm or dismiss the alert.

Dismiss an Alert​

The same applies when you dismiss an alert. If MaintainX's interpretation also concluded that the alert doesn't need action, MaintainX provides its interpretation as a starting point, and you can edit it. If you dismiss an alert that MaintainX found worth addressing, MaintainX doesn't fill in anything, because it assumes its interpretation isn't relevant.

  1. At the bottom of the Alert Detail page, select Dismiss Alert.

  2. In Reason, choose why you're dismissing the alert: nothing was wrong, an expected event caused it (for example, a cleaning cycle), or the issue is minor.

  3. Optional. In Additional details (optional), add more context.

  4. Confirm the dismissal.

    The alert's status changes to Dismissed. A dismissed alert stays as a record, and you can't reopen it.

Follow Up on an Alert​

After you confirm an alert and create or link a work order, the Alert Detail page shows a banner that says who confirmed the alert and when, with a View work order button. The Activity feed records each change, including:

  • When the alert's status changed.
  • When the work order was linked.
  • The work order's number, status, and priority.

An alert stays open until its work order is closed. After you create or link the work order, the alert's status is Work Order Open. When the work order is closed, the alert's status changes to Verifying Fix while MaintainX verifies that the asset's data has returned to normal. Once MaintainX confirms that it has, the status changes automatically to Resolved.

If the problem clears on its own but the work order isn't closed, the alert stays open so that your team still investigates.

Resolved alerts stay on the Alerts page as a record of past alerts.

The work order for an alert works like any other work order. If it's assigned to a team or a team member, they're notified the same way they would be for any other work order.