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InfraLink refers to PM, inspectioninspections, testing, audit audits and other recurring scheduled activities (we'll call them as PM work) are . PM Work is organized into PM cases Cases created by the PM generator Generator (based on the rules defined by PM groupsGroups) and comprised of individual tasksPM Tasks This document will introduce the InfraLink capabilities that allow for effective

This article provides information and guidance on these topics related to the monitoring, reporting, and analysis of the PM work and its resultsin InfraLink. 

Table of Contents

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InfraLink provides several capabilities focused on monitoring, reporting, and analysis of the PM work and its results. They include the following:

Main Dashboard Widgets

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The main dashboard widgets aim to provide easy access to the high-level performance metrics of the PM work at the project level, such as schedule compliance. A user with sufficient privileges may include and customize one or multiple PM performance widgets into project-specific dashboards and save and share them for use by the project team.

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PM

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Main Dashboard Widgets

PM Performance Summary – shows a scheduled compliance score in % (either on-time cases Cases / total cases Cases or on-time cases Cases / completed casesCases) and a current PM completion % (completed cases Cases /  total casesCases)

PM Scheduled Compliance by Contract – shows on-time and late cases Cases by contractContract

PM Schedule compliance by Recurrence -  shows on-time and late cases Cases by recurrence type (once, daily, weekly, monthly, annually)

Status Summary by Group

PM work is organized into Cases, and each Case represents a single occurrence of a PM defined by a particular PM group and incorporates a set of individual tasks. Use the Status by Group view to effectively monitor the scope and progress of the PM work for each occurrence of each PM group. 

This report is a customizable Excel-exportable grid that shows PM Cases and their valuable details, like:

  • Case number
  • Case category
  • PM Group
  • Contract
  • Recurrence Type (PM frequency)
  • Planned Start Date
  • Due Date
  • Status
  • Assigned to
  • Planned tasks (number of planned tasks within the PM Case)
  • Planned hours
  • Completed tasks (number of completed tasks)
  • % Completed
  • Date Completed
  • Activity Hours (sum of logged activity hours for a PM Case)
  • On-time tasks
  • On-Time %
  • Passed Tasks
  • Pass %
  • Unable to Perform (number of tasks with "Unable to Perform" flag)
  • Pending (number of pending/open tasks)
  • Pending, Late (number of pending/open tasks that are behind schedule)

The Status Summary by Group view relies on a typical layout with a filtering panel on the left and the content area configured as a grid. The most common filtering options available are described below:

Filter

Usage Notes

ContractUse this filter to view PM Cases associated with a
contract
Contract.
LocationUse this filter to view the PM Cases whose scope includes at least one
system element
System Element associated with a particular location (or one of the selected locations) or its sub-locations.
SystemUse this filter to view the PM Cases whose scope includes at least one
system element
System Element that belongs to a particular system.
Due DateUse this filter to view PM Cases whose due date is within selected range, e.g. current week, next month, specific dates.
Active WindowUse this filter to view PM Cases whose planned start date and due date are within selected range.
Case StatusUse this filter to view PM Cases whose status matches selected status(es).
StatusUse this filter to view PM Cases whose PM Group's status matches selected status(es).
Recurrence TypeUse this filter to view the PM Cases with selected PM group's frequency, e.g. daily, weekly, monthly, and so on.
System Element TypesUse this filter to view the PM Cases whose scope includes at least one selected
system element
System Element type.
System ElementsUse this filter to view the PM Cases whose scope includes at least one selected
system element
System Element.
Assigned toUse this filter to view the PM Cases whose assignee is within selected user(s).

Progress Review

The scope of PM work usually includes a variety of activities performed at different frequencies on different systems elements and may comprise thousands or tens of thousands of tasks scheduled throughout a year (a common reporting period). Use the Progress Review feature of InfraLink for an easy, at-a-glance representation of whether or not the project team is able to keep up with the PM scope scheduled throughout the year.

A graph demonstrating comparison between actually completed and expected/scheduled/targeted tasks with a customizable Excel-exportable grid containing PM Groups details like:

  • PM Group Name
  • System Elements (number of

...

  • System Elements
  • Location
  • Recurrence Type
  • Contract
  • Next start date
  • Next due date
  • Remaining tasks (number of uncompleted PM tasks)
  • % Completed 
  • Activity Hours

Progress Review view grid relies on a typical layout with a filtering panel on the left and the content area configured as a grid and progress chart. The most common filtering options available are described below:

Filter

Usage Notes

ContractUse this filter to view PM Cases associated with a
contract
Contract.
Recurrence TypeUse this filter to view PM Cases with selected PM group's frequency, e.g. daily, weekly, monthly, and so on.
LocationUse this filter to view PM Cases whose scope includes at least one
system element
System Element associated with a particular location (or one of the selected locations) or its sub-locations.
Reporting PeriodUse this filter to view PM Cases for a selected reporting period, e.g. current calendar year, or shift the start date.
SystemUse this filter to view PM Cases whose scope includes at least one
system element
System Element that belongs to a particular system.

All Scheduled Tasks

Unlike the above features that work at a higher level, the All Scheduled Tasks is designed to give the user the ability to review the status and navigate to the details of the scheduled (and completed) PM work at the individual task level. Flexible view configuration, filtering, and export options make it powerful tool for generating custom reports exportable to MS Excels. 

Interactive view for a quick recap on system elementSystem Element's KPI's with a customizable Excel-exportable grid with the following information:

  • System Element
  • Location
  • System Element Type
  • Manufacturer
  • Asset/Material Mosel
  • Serial #
  • Tag
  • Form
  • Group Name
  • Recurrence Type
  • Contract
  • Due date
  • Date Completed
  • Overall Results
  • Status (of PM task)
  • Additional Comments
  • User metrics(Last updated, Updated by, Assigned to)

All Scheduled view grid relies on a typical layout with a filtering panel on the left and the content area configured as a grid and interactive charts for System elements Elements by Completion Status, On-time Completion and completion Result.

The most common filtering options available are described below:

Filter

Usage Notes

ContractUse this filter to view System Elements associated with a
contract
Contract.
LocationUse this filter to view System Elements whose scope includes at least one
system element
System Element associated with a particular location (or one of the selected locations) or its sub-locations.
SystemUse this filter to view System Elements that belongs to a selected system.
Active WindowUse this filter to view System Elements whose PM Case's planned start date and due date are within selected range.
Case StatusUse this filter to view System Elements whose PM Case's status matches selected status(es).
Date CompletedUse this filter to view System Elements whose PM Cases were completed within a selected range of dates.
GroupUse this filter to view System Elements that are in the scope of selected PM Group(s).
StatusUse this filter to view System Elements whose PM Case's PM Group status matches selected status(es).
Recurrence TypeUse this filter to view System Elements whose PM Cases with selected PM group's frequency, e.g. daily, weekly, monthly, and so on.
System Element TypesUse this filter to view System Elements whose PM Cases whose scope includes at least one selected
system element
System Element type.
System ElementsUse this filter to view System Elements whose PM Cases whose scope includes at least one selected
system element.

...

System Element.

Analyze Results

The Analyze Results view goes one more level deeper. Consider a situation when a particular critical measurement is performed on a range of System Elements as part of a specific PM procedure. The Analyze Results view will allow you to create a report showing the results of that critical measurement (or several such measurements/checks) for all systems elements that the PM work has been completed on, subject to additional filtering criteria. Similar to the All Scheduled Tasks view, the flexible view configuration, filtering, and export options make the Analyze Results view a powerful tool for generating custom reports exportable to MS Excels. 

This report is a customizable Excel-exportable grid shows PM Tasks and their details like:

  • Group Name
  • Recurrence Type
  • Case number
  • Due Date
  • Form
  • Follow-up Case
  • Contract
  • Priority
  • System

...

  • Element
  • System

...

  • Element description
  • Tag
  • System Element Type
  • Asset Tag
  • Manufacturer
  • Asset/Material Model
  • Location
  • Location Description
  • Status
  • Date Completed
  • Overall Results
  • Updated By
  • Additional Comments

Analyze Result view has an option to save and share a customized  saved view with pre-set columns and filters.

Analyze Results view relies on a typical layout with a filtering panel on the left and the content area configured as a grid. The most common filtering options available are described below:

Filter

Usage Notes

ContractUse this filter to view PM Case tasks whose Cases are associated with a
contract
Contract.
System ElementUse this filter to view PM Case tasks whose scope includes at least one selected
system element
System Element.
System Element TypesUse this filter to view PM Case tasks whose scope includes at least one selected
system element
System Element type.
Date CompletedUse this filter to view PM Case tasks that were completed within a selected range of dates.
StatusUse this filter to view PM Case tasks whose Case's status matches selected status(es).
Overall ResultsUse this filter to view PM Case tasks whose results match selected, e.g. Pass, Fail, or both.
GroupUse this filter to view PM Case tasks whose Case's PM Group matches selected.
LocationUse this filter to view PM Case tasks whose scope includes at least one
system element
System Element associated with a particular location (or one of the selected locations) or its sub-locations.
Updated ByUse this filter to view PM Case tasks that were updated by a selected user(s).