PM, inspection, audit and other recurring scheduled activities (we'll call them PM work) are organized into PM cases created by the PM generator (based on the rules defined by PM groups) and comprised of individual tasks. This document will introduce the InfraLink capabilities that allow for effective monitoring, reporting, and analysis of the PM work and its results.
Overview
InfraLink provides several capabilities focused on monitoring, reporting, and analysis of the PM work and its results. They include the following:
- Main Dashboard Widgets. 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.
- Status Summary by Group. As discussed in a previous section, PM work is organized into cases. 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.
- 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.
- 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.
- 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.
Main Dashboard Widgets
PM Performance Summary – shows a scheduled compliance score in % (either on-time cases / total cases or on-time cases / completed cases) and a current PM completion % (completed cases / total cases)
PM Scheduled Compliance by Contract – shows on-time and late cases by contract
PM Schedule compliance by Recurrence - shows on-time and late cases by recurrence type (once, daily, weekly, monthly, annually)
Status Summary by 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 |
|---|---|
| Contract | Use this filter to view PM Cases associated with a contract. |
| Location | Use this filter to view the PM Cases whose scope includes at least one system element associated with a particular location (or one of the selected locations) or its sub-locations. |
| System | Use this filter to view the PM Cases whose scope includes at least one system element that belongs to a particular system. |
| Due Date | Use this filter to view PM Cases whose due date is within selected range, e.g. current week, next month, specific dates. |
| Active Window | Use this filter to view PM Cases whose planned start date and due date are within selected range. |
| Case Status | Use this filter to view PM Cases whose status matches selected status(es). |
| Status | Use this filter to view PM Cases whose PM Group's status matches selected status(es). |
| Recurrence Type | Use this filter to view the PM Cases with selected PM group's frequency, e.g. daily, weekly, monthly, and so on. |
| System Element Types | Use this filter to view the PM Cases whose scope includes at least one selected system element type. |
| System Elements | Use this filter to view the PM Cases whose scope includes at least one selected system element. |
| Assigned to | Use this filter to view the PM Cases whose assignee is within selected user(s). |
Progress Review
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 |
|---|---|
| Contract | Use this filter to view PM Cases associated with a contract. |
| Recurrence Type | Use this filter to view PM Cases with selected PM group's frequency, e.g. daily, weekly, monthly, and so on. |
| Location | Use this filter to view PM Cases whose scope includes at least one system element associated with a particular location (or one of the selected locations) or its sub-locations. |
| Reporting Period | Use this filter to view PM Cases for a selected reporting period, e.g. current calendar year, or shift the start date. |
| System | Use this filter to view PM Cases whose scope includes at least one system element that belongs to a particular system. |
All Scheduled Tasks
Interactive view for a quick recap on system 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 by Completion Status, On-time Completion and completion Result.
The most common filtering options available are described below:
| Filter | Usage Notes |
|---|---|
| Contract | Use this filter to view System Elements associated with a contract. |
| Location | Use this filter to view System Elements whose scope includes at least one system element associated with a particular location (or one of the selected locations) or its sub-locations. |
| System | Use this filter to view System Elements that belongs to a selected system. |
| Active Window | Use this filter to view System Elements whose PM Case's planned start date and due date are within selected range. |
| Case Status | Use this filter to view System Elements whose PM Case's status matches selected status(es). |
| Date Completed | Use this filter to view System Elements whose PM Cases were completed within a selected range of dates. |
| Group | Use this filter to view System Elements that are in the scope of selected PM Group(s). |
| Status | Use this filter to view System Elements whose PM Case's PM Group status matches selected status(es). |
| Recurrence Type | Use 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 Types | Use this filter to view System Elements whose PM Cases whose scope includes at least one selected system element type. |
| System Elements | Use this filter to view System Elements whose PM Cases whose scope includes at least one selected system element. |
Analyze Results
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 |
|---|---|
| Contract | Use this filter to view PM Case tasks whose Cases are associated with a contract. |
| System Element | Use this filter to view PM Case tasks whose scope includes at least one selected system element. |
| System Element Types | Use this filter to view PM Case tasks whose scope includes at least one selected system element type. |
| Date Completed | Use this filter to view PM Case tasks that were completed within a selected range of dates. |
| Status | Use this filter to view PM Case tasks whose Case's status matches selected status(es). |
| Overall Results | Use this filter to view PM Case tasks whose results match selected, e.g. Pass, Fail, or both. |
| Group | Use this filter to view PM Case tasks whose Case's PM Group matches selected. |
| Location | Use this filter to view PM Case tasks whose scope includes at least one system element associated with a particular location (or one of the selected locations) or its sub-locations. |
| Updated By | Use this filter to view PM Case tasks that were updated by a selected user(s). |