Condition assessment

This article explains how to create a condition assessment template and registration on an asset in Asset Management. Condition assessment is performed at regular intervals, and the primary objective is to create and maintain condition data on assets. Seen from a preventive maintenance perspective, it is important to monitor key information such as current condition, and remaining life span. Furthermore, if you carry out condition assessment at regular intervals, you will be able to monitor and compare conditions on the machinery in your factory.

Condition assessment can be used to measure and monitor many conditions on your equipment. Example: You could measure vibrations on your machinery. After you have registered vibration measurements in Asset Management on various types of equipment, you can search for the latest registered assessment and view vibration measurements.

Condition assessment is created on assets. You set up a condition assessment template on an asset type before you carry out the condition assessment procedure. The reason for using templates for condition assessment is to avoid variation of condition data on similar assets. The sequence for setting up and using condition assessment in Asset Management is: First you set up the required condition assessment templates. Next, you associate templates with asset types in the Asset types form. Finally, you can create condition assessment registrations on an asset in the Asset form.

Create a condition assessment template

1. Select Asset management > Setup > Asset types > Condition assessment.
2. Select New to create a new template.
3. Insert and ID for the template in the Template field.
4. Insert a name for the template in the Name field.
5. On the Condition assessment lines FastFab, add the lines required for the condition assessment, including selection of the appropriate condition type and measurement unit.
6. On the Asset types FastTab, add the asset types that should use the condition assessment template.
7. In the Lines and Asset types fields in the Details group at the top of the screen, you will see the number of assessment lines and asset types related to the selected condition assessment template.

Create condition assessment registration on an asset

1. Select Asset management > Assets > All Assets.
2. In the list, select the asset for which you want to create a condition assessment registration.
3. On the General tab, click Condition assessment.
4. Click New to make a new registration.
5. Select the date for the condition assessment in the Date field.
6. Select the name of the worker who carried out the assessment registration in the Worker field.
7. In the Lines field, you see the number of assessment lines set up on the condition assessment.
8. Select a template for the condition assessment in the Template field. The name of the template is automatically inserted in the Name field, and the related registration lines are inserted on the Condition assessment lines FastTab.
9. You can insert notes relating to the selected condition assessment on the Notes FastTab.
10. For each condition assessment line, insert measurement data in the Value field.
11. You can insert a comment relating to the selected registration line on the Condition assessment lines FastTab > Comments field. If you add a comment on a line, the Comment check box is automatically selected.

After you have made a condition assessment registration on an asset, you can print a condition assessment report.