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Asset Readings & Checkpoints

Overview

Asset readings are the structured measurements captured during operator rounds. Unlike free-form observations, readings are tied to specific asset attributes (like "discharge pressure" or "bearing temperature") and stored in a way that supports both current-state monitoring (last known value) and historical trend analysis.

What is an Asset Reading?

An asset reading is a single measurement captured at a specific point in time for a specific asset attribute. It includes:

  • Value: The actual measurement (numeric, text, boolean, or option depending on attribute type)
  • Timestamp: When the reading was captured
  • Operator: Who recorded the reading
  • Context: Which round and checkpoint the reading came from (if applicable)
  • Unit: The unit of measurement (inherited from the asset attribute definition)

Reading Types

Readings can be captured for different types of asset attributes:

Numeric Readings

  • Counters: Running hours, production counts, cycle counts
  • Decimals: Temperature (°C or °F), pressure (bar, psi), flow rate (L/min), vibration (mm/s), voltage, current, etc.

Other Reading Types

  • Boolean: Pass/fail checks, on/off state
  • Text: Serial numbers, comments, free-form notes
  • Options: Dropdown selections (e.g., condition: Good/Fair/Poor)

Checkpoints

A checkpoint is a stop on an operator round where specific readings are captured. Each checkpoint defines:

  • Target: Which asset or functional location to inspect
  • Attributes to Measure: Which asset attributes require readings at this checkpoint
  • Order: The sequence of this checkpoint within the round

For example, a round might have checkpoints like:

  1. Checkpoint 1: Pump P-101 → measure discharge pressure, suction pressure, bearing temp
  2. Checkpoint 2: Pump P-102 → measure discharge pressure, suction pressure, bearing temp
  3. Checkpoint 3: Heat Exchanger HX-201 → measure inlet temp, outlet temp, differential pressure

Last Known Value

Every asset attribute maintains a last known value — the most recent reading recorded for that attribute. This provides:

  • Quick Status: See the current state of any asset at a glance
  • Dashboard Views: Display last known values across multiple assets for rapid assessment
  • Baseline for Comparison: New readings can be compared against the last known value to detect changes

The last known value is automatically updated every time a new reading is captured.

Historical Readings

Every reading is also stored in a historical record with full context:

  • Timestamp: Exact date and time the reading was captured
  • Value: The measurement recorded
  • Operator: Who captured the reading
  • Round & Checkpoint: Which round and checkpoint this reading came from
  • Device: Which mobile device was used (for audit purposes)

This historical data enables:

  • Trend Analysis: Plot readings over time to identify degradation patterns
  • Audit Trail: Full traceability of who recorded what value and when
  • Comparison: Compare readings across different operators, shifts, or time periods
  • Threshold Detection: Identify when readings started to drift outside acceptable ranges (used in Phase 2)

Data Flow

  1. Setup: Define asset types with required attributes (e.g., "Centrifugal Pump" requires "discharge pressure", "suction pressure", "bearing temp")
  2. Round Template: Create a round template with checkpoints, each specifying which asset and which attributes to measure
  3. Execute Round: Operator opens the round on mobile and walks through checkpoints
  4. Capture Reading: At each checkpoint, operator enters values for the required attributes
  5. Store Locally: Reading is stored on the mobile device (offline-first)
  6. Update Last Known Value: The asset attribute's last known value is updated (locally)
  7. Add to History: Reading is added to the historical record (locally)
  8. Sync: When connectivity is available, readings sync to the server
  9. Server Processing: Server updates last known values and historical records for all synced readings

Validation

Readings are validated against the asset attribute's data type and constraints:

  • Numeric ranges: Min/max values defined on the attribute type (e.g., temperature must be -50 to 150 °C)
  • Required vs. optional: Some attributes may be required at certain checkpoints
  • Data type: Integer readings can't have decimals, boolean readings must be true/false, etc.

Validation happens on the mobile device before sync, ensuring data quality even when offline.

Relationship to Other Features

Asset Attributes

Readings are always tied to specific asset attributes. The attribute definition determines:

  • What type of value to collect (integer, decimal, boolean, text, option)
  • What unit of measurement to display
  • What validation rules to enforce
  • Whether the attribute is required or optional

See Asset Attributes for more detail.

Operator Rounds

Operator rounds are the primary way readings are captured in Phase 1. Each checkpoint in a round specifies which readings to collect.

See Operator Rounds for the full round workflow.

Phase 2: Observations & Alerts

In Phase 2, readings that exceed thresholds or show unusual patterns can be automatically flagged as observations or alerts for triage.

See Phase 2 Features for more information.

Mobile UX Considerations

The mobile interface for capturing readings is optimized for:

  • Speed: Large touch targets, smart defaults, minimal taps to record a reading
  • Gloves: Interface works with thick work gloves
  • Sunlight: High contrast, readable in bright outdoor conditions
  • Noise: Visual feedback for successful data entry (no reliance on audio cues)
  • Poor Connectivity: All data stored locally first; sync happens in the background

Example: Pump Inspection Round

Round Template: "Daily Pump Inspection"

Checkpoint 1: Pump P-101 (Centrifugal Pump)

  • Asset: Pump P-101
  • Attributes to measure:
    • Discharge Pressure (bar) - expected range: 40-50 bar
    • Suction Pressure (bar) - expected range: 2-5 bar
    • Bearing Temperature (°C) - expected range: 30-70 °C
    • Running Hours (counter) - cumulative
    • Condition (option: Good / Fair / Poor)

Captured Reading Example:

  • Discharge Pressure: 45.2 bar ✓ (within range)
  • Suction Pressure: 3.8 bar ✓ (within range)
  • Bearing Temperature: 68 °C ✓ (within range, but trending up — Phase 2 might flag this)
  • Running Hours: 12,847 hours
  • Condition: Good
  • Operator: Jane Smith
  • Timestamp: 2025-01-15 08:23:47
  • Round: Daily Pump Inspection - Instance #247

Result:

  • Last Known Value for each attribute is updated
  • Historical record stores this reading with full context
  • Operator moves to next checkpoint

See Also