Entering Notes in the User Interface

Experience Level:  All Levels

What is a Note?  A short (one to two line) description relevant for a specific machine, which is visibly flagged by note type on a machine timeline.  A note may also include attached document(s).  With Note, users can store trending, imaging, and numerical and textual data in one secure location that can be accessed anytime from anywhere.

Why is This Article Worth Reviewing:  Entering Notes in the machine timeline is a fast and effective way to:

• Capture “what” and “why” changes in machine behaviour occurred, 

• Provide a complete picture to others when they see new machine patterns emerging, 

• Share “tribal knowledge” amongst the team of problem areas and likely resolutions, and

• Identify who solved problems in the past, to capture their learning. 

What This Article Covers:  This article covers the basics in how to enter a note relevant to a specific machine and point in time, how to capture other relevant information pertinent to a machine, and how to access historic notes and files on the timeline.

Overview:

1. Simply use your cursor to “right click” on a sensor vibration or temperature trend line,

2. Select Add Note at the top LHS of your screen below the timeline,

3. Type your note in the description field, and select which component the note refers to,

4. Select the type of Note (Findings, Corrective Action, Win, or General Note, 

5. Attach a file by clicking on the Choose File button if you like, and

6. Submit.

It’s that easy

How to Add a Note 3

How to View or Delete a Note 4

How to Add or Download Files to Notes 4

The Add Note option in the ProAxion UI provides the maintenance and reliability teams a tool to monitor a machine’s history. Documenting a machine’s history facilitates teams to reduce maintenance costs, improve machine’s health, and increase uptime.

Add Note makes managing maintenance easy for all team members, from maintenance technicians to plant managers. With Add Note, users can view all machine data integrated into reports that are useful to the team. Add Note provides trending, imaging, and numerical and textual data in one secure location that can be accessed anytime from anywhere.

Examples:

General Notes

Preventive Maintenance / Corrective Actions

Reports

Findings and Diagnostic Tests

How to Add a Note

• Select a Machine to bring up the Machine Timeline (1) and Sensor Data (2)

• Notes are stored on the Machine Timeline (1) as diamonds ◆

• Notes made on any component all appear on the Machine Timeline (1)

• Notes can be made for the machine a specific component of it

• Click on the Machine Timeline or Sensor Data at the desired timestamp

• A purple, vertical line will appear that grabs the nearest data point from each sensor

• The option to Add a Note (3) and Delete a Note (4) will appear under the timeline

• Notes can be stored under one of the following categories:

• General Notes

• Findings and Diagnostic Tests

• Preventive Maintenance / Corrective Actions / Repairs

• Win

How to View or Delete a Note

Any note can be viewed or deleted by clicking on the purple diamond ◆ on the Machine Timeline. The option to delete the note appears under the machine timeline (See previous slide). Hovering over the purple diamond ◆ also reveals the note.

How to Add or Download Files to Notes

You can store any files, such as documents, or media files, as notes. They can be accessed anytime, from anywhere. To add a file to the Machine Timeline, click on Choose File (5) under Add Note, select the desired file, and Submit (6).

For any questions or if you have an idea for a helpful Knowledge Base article, please reach out to us at

support@proaxion.io or call to 877-288-3177