Survey Setup tab - HxGN EAM - Version 11.07.01 - Feature Briefs - Hexagon

HxGN EAM Equipment Rankings

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English
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HxGN EAM
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Feature Briefs
HxGN EAM Version
11.7.1

On this tab you can define survey questions, the associated answers (multiple choice) and their valuation. You can also define a tree structure and associate the survey questions to the relevant branches and determine formulas that will calculate a score based on the valuation of the answers. The tab does not have any fields but shows the tree structure instead and gives access to several popups where this structure and all the details can be defined.

You can define as many branches as needed and go several levels deep in each branch, but not any further than three levels underneath the top level. The lowest level in each branch must be a question level. Level 3.1 and Level 1.2 both are question levels.

Not all Equipment Rankings require a survey. If the ranking Type is "Condition Index" and the Condition Protocol is not equal to "Condition Inspection", then the calculation algorithms are predefined, and a survey is not necessary and thus cannot be defined.

Click Add Level to add new branches or levels to the tree structure. The Add / Edit Levels popup has these important attributes:

  1. Parent Level - Select the level for which to create new child levels. By changing this value, you can select other parent levels for which to define children without having to close the popup.

  2. Level - Unique identifier for the level.

  3. Description - Short description of the level.

  4. Question Level - Select if this level is a question level. This will make these fields available:

    1. Question - Formulate the actual question as it will appear on the survey.

    2. Numeric - Question is numeric, instead of multiple choice. The user can answer by entering a number directly.

    3. Integer - Like Numeric, but now the answer cannot be a fraction.

    4. Minimum - Lowest answer that can be provided.

    5. Maximum - Highest answer that can be provided.

    6. Calculated - If selected the system will not ask for an answer but will determine the answer automatically.

    7. Query Code - Required if you selected Calculated. Reference the query that the system will execute to automatically determine the answer for this question.

    8. Aspect - Enter an aspect if you want to use a checklist result to answer this question. Make sure the aspect you select is the same as used on the checklist setup on the Task Plan screen.

    9. Checklist Type - Required if you entered an aspect above.

      When answering checklist related questions during the calculation process of the rank score the system searches for a checklist result where:

      • both Aspect and Checklist Type matches that of your selection on this popup,

      • and the equipment on the checklist item is the same as the equipment for which the calculation is performed,

      • and the result is entered, i.e., Date Updated on the checklist item is filled in,

      • and the associated work order is completed.

        The system will always search for the checklist result last entered. If there was an inspection 12 months ago and there was a similar inspection only 6 months ago, the 6 months old checklist data will be used. Even if yesterday a more recent checklist result was entered, but for that result the associated work order is not yet completed.

    10. Allow Operator Checklist - When you select Allow Operator Checklist the system will also search for checklist results in completed operator checklists.

Clicking Edit Level Properties opens the same popup as Add Level, but it will assume you are going the change the selected level and therefore focus on that record and place its parent in the Parent level field. From thereon behavior is the same.

Click Delete Level to delete a level from the tree structure. If child levels exist these will be deleted as well.

Click Add/Edit Answers to add or change answers to question levels. This is where you define the multiple choice. Note that this is not necessary if the question is numeric. You can only use this popup on levels that are indeed question levels.

The Add/Edit Answers popup has these important attributes:

  1. Question Level - Select the level for which to define answers.

  2. Answer - Unique identifier for the answer.

  3. Description - Short description of the answer.

  4. Value - Value associated to the selected answer. If an answer is selected on the survey, this associated value will be used for calculations in the formulas of the ranking survey’s tree structure.

And if the level is setup to search for checklist results several extra fields will become available to map the checklist result back to the answer. The available fields depend on the selected Checklist Type. Yes and No checkboxes will be available if the Checklist Type is "Question (Yes/No)" for example. It concerns these fields:

  1. Checkboxes - Depending on the selected Checklist Type, these checkboxes may appear: Yes, No, OK, Repair Needed, Good, Poor, Adjusted and Nonconformity.

  2. Finding - Lookup. Since the context of the checklist setup is not available, the system does not know which findings are available and therefore all defined findings will be displayed. Make sure you pick the findings that were used on the checklist setup.

  3. Resolution - Dropdown. Just like on the checklist itself, this dropdown is differs based on whether OK or Repair Needed was selected.

  4. Severity - Dropdown. Since the context of the checklist setup is not available, the system does not know which severities are available and therefore all defined severities will be displayed. Make sure you pick the severities associated to the aspect of the checklist setup.

With the found checklist result, the system will search the answer with the same exact result. For example, when the inspector entered Repair Needed with a Resolution of "Temporary Repair", the answer record with the same value could be on the line where Answer is TR and Value is 5. The system will then automatically select this answer. If the inspector did not enter checklist data, but just a Note for example, that may be considered a valid result as well. If so, you can configure these ‘non-answers’ as well by leaving the checklist related fields blank for that record on this popup.

Click Add/Edit Formula to add or change the formula used to calculate the result for the selected level. You can only use this popup on levels that are not question levels. Question levels get their value directly from the provided answer.

The Add / Edit Formula popup has these important attributes:

  • Formula - Enter the formula that calculates the resulting value for this level, based on the results that came from lower levels.

For level 2.1 the formula is: L3.1. The value of the answer given to the question of level 3.1 will be directly assigned to level 2.1. There is no other transformation applied to this value.

If the survey question is answered with Yes (valued at 1),

  • Then this node’s value is 1 as well.

  • Otherwise, if the survey question is answered with No (valued at 2), then this node’s value is 2 as well.

Since, in this example, there is only one level underneath Level 1.1, i.e. no other level next to Level 2.1, arguably Level 2.1 is not needed to determine the Equipment Ranking. This is similar for Level 3.1. But we added these levels to clearly demonstrate the maximum number of levels in the tree.

For level 1.1 the formula is :L2.1 * 2 + 10. Again, because there is only one child rolling up into this node in our example, the only parameter available is :L2.1. But in this case, we multiply with 2 and add 10.

If node level 2.1 is 1,

  • Then this node’s value is 1 * 2 + 10 is 12.

  • Otherwise, if node level 2.1 is 2, then this node’s value is 2 * 2 + 10 is 14.

The top level of the tree is the first time that 2 nodes on the same level come together to roll up to the parent. This is also the last node to roll to, because we have reached the top level. That means that the result is not an intermediate result, but this is the result or ranking score.

The formula is GREATEST(:L1.1 , :L1.2 * 2) + ROUND(:L1.1 * 10 / :L1.2 , 1).

If node level 1.1 is 12 and the survey question for level 1.2 is answered with Blue,

  • Then this node’s value is 12 + 120/5 = 36.

  • Otherwise, if node level 1.1 is 12 and the survey question for level 1.2 is answered with Green, then this node’s value is 20 + 120/10 = 32.

  • Otherwise, if node level 1.1 is 14 and the survey question for level 1.2 is answered with Blue, then this node’s value is 14 + 140/5 = 42.

  • Otherwise, if node level 1.1 is 14 and the survey question for level 1.2 is answered with Green, then this node’s value is 20 + 140/10 = 34.

Always make sure the parameters you use in the formula have a value. Specifically, calculated questions may return NULL if the query did not find anything. If NULL is an outcome the formula will raise an error. To prevent this use, COALESCE or similar where needed, e.g. COALESCE ( :parameter, 0 ). Also note that for checklist results there is no such solution. If no checklist result is found the rank cannot be calculated and an error will be raised.

Click Normalize Level to normalize the outcome of the formula. If one branch returns numbers that are much higher than another branch and you want to add up the numbers of each branch you can compensate in the formula by dividing one number to bring both results to a compatible level. But what if the result of one branch is in dollars and the result of the other branch is in production units? Like trying to compare apples to oranges. In that case you may consider bringing all values back to a common denominator.

The Normalize Level popup has these important attributes:

  1. Level - Select the level for which the outcome of the formula must be normalized.

  2. Minimum Value - The lower end of the range of values that must be normalized.

  3. Maximum Value - The higher end of the range of values that must be normalized.

  4. Normalized Value - The value that is substituted, if the result is between the Minimum Value and the Maximum Value.

Click Order Questions to set the sequence of the questions on the survey. On this popup, simply change Sequence Number as desired.