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Overview of the IFS Cloud Asset Health Dashboard

The Asset Health Dashboard is a key component of IFS Cloud's Asset Performance Management (APM) and Enterprise Asset Management (EAM) capabilities. It provides real-time insights into asset health, performance, condition, and risks, enabling proactive maintenance, optimized scheduling, and data-driven decisions to minimize downtime and extend asset lifespan. It's designed for asset-intensive industries like manufacturing, energy, utilities, and aviation, integrating with AI-powered tools (e.g., IFS.ai) for predictive analytics and visualizations.

This dashboard is prebuilt and embedded within the IFS Cloud platform, meaning it doesn't require separate installation but does need proper configuration of underlying EAM/APM modules to function effectively. Detailed step-by-step guides are typically found in the official IFS Cloud Documentation portal (accessible via your IFS tenant) or through IFS partner training. Below is a high-level guide based on standard IFS Cloud practices.

Prerequisites

Before configuring the dashboard, ensure:

• IFS Cloud License: Active EAM or APM module license (contact your IFS account manager if needed).
• User Roles: Assign roles like "Asset Manager" or "Maintenance Planner" via Solution Manager > User Administration. These roles grant access to APM/EAM pages.
• Data Setup: Assets must be registered in the system with relevant data (e.g., condition metrics, maintenance history, IoT sensors for predictive features).
• Integrations: Optional but recommended—connect to external tools like Power BI for advanced reporting or IoT platforms for real-time data feeds.
• System Version: Available in IFS Cloud 23R2 and later (check your release via IFS Home > System Information).

Setup and Configuration Steps

Configuration occurs primarily within the IFS Cloud interface under the EAM/APM sections. Here's a structured process:

1. Access the APM/EAM Workspace:
   • Log in to IFS Cloud.
   • Navigate to IFS Home (your personalized launchpad).
   • Search for or select the Asset Performance Management or Enterprise Asset Management workspace from the navigation menu.
   • If not visible, enable it via Solution Manager > Page Designer by adding the APM/EAM pages to your role's layout.
2. Configure Asset Data Foundations:
   • Go to Asset Management > Equipment Objects (or Linear Assets for infrastructure like pipelines).
   • Register or update assets: Define attributes like serial number, location, criticality, and health metrics (e.g., vibration levels, temperature via IoT).
   • Set up Maintenance Strategies: In Preventive Maintenance > Maintenance Plans, create rules for condition-based monitoring (e.g., thresholds for alerts).
   • Enable Asset Hierarchies: Use Structure Definitions to organize assets (e.g., parent-child relationships for fleets or plants) to ensure dashboard roll-ups.
3. Set Up Health Metrics and KPIs:
   • Navigate to Asset Performance Management > Health Scoring.
   • Define scoring models: Assign weights to factors like failure history, usage hours, and inspection results (e.g., 40% condition, 30% reliability).
   • Configure Risk Assessments: In Asset Risk Management, set risk matrices for probability vs. impact, integrating with the dashboard for color-coded visualizations (green = healthy, red = critical).
   • Integrate analytics: Link to IFS Analytics or external BI tools via Data Management > Data Sources for custom KPIs.
4. Activate and Customize the Dashboard:
   • From the APM workspace, select Dashboards > Asset Health.
   • The prebuilt dashboard loads with default views (e.g., asset status overview, trend charts, heat maps).
   • Customize via the Page Designer:
     • Add/remove widgets (e.g., pie charts for asset categories, line graphs for performance trends).
     • Filter by site, asset type, or time period using the Filter Panel.
     • Enable AI features: Toggle IFS.ai Copilot for natural language queries (e.g., "Show failing assets in Site A").
   • Save as a personal or shared dashboard for team access.
5. Enable Real-Time Monitoring and Alerts:
   • In IoT Management > Device Connections, connect sensors if using predictive maintenance.
   • Set up Notifications: Under System Settings > Alert Rules, define triggers (e.g., health score < 70%) to push alerts to the dashboard or mobile app.
   • Test: Simulate data updates and verify dashboard refreshes (real-time via WebSockets).
6. Initial Testing and Rollout:
   • Use Test Environment: Duplicate your production setup in a sandbox (via Environment Manager) to validate configurations.
   • Train users: Leverage IFS Academy courses (e.g., "APM Fundamentals") or built-in help via the ? icon on pages.
   • Monitor performance: Check System Monitoring > Dashboard Usage for adoption metrics.

Key Features Post-Configuration

• Visualizations: Interactive charts, 3D asset views, and heat maps for quick issue spotting.
• Proactive Insights: AI-driven predictions for failures, integrated with work order creation.
• Mobile Access: View and act on dashboard data via the IFS Cloud mobile app.
• Reporting: Export to PDF/Excel or integrate with Power BI for deeper analysis.

Tips and Best Practices

• Start small: Configure for one asset class (e.g., machinery) before scaling.
• Data Quality: Regularly audit asset data for accuracy—poor data leads to unreliable health scores.
• Security: Use role-based access to restrict sensitive asset views.
• Updates: IFS Cloud auto-updates twice yearly (Spring/Autumn); review release notes for new dashboard features.

For official, tenant-specific documentation, log in to your IFS Cloud instance and search "Asset Health Dashboard" in the built-in help, or visit the IFS Documentation Portal. If you're new to IFS, consider partnering with an IFS-certified consultant for hands-on setup.