Cases - General Electric...when Cases is selected is Unclaimed. Note: In Legacy Predix APM, Cases are displayed in a queue using filters that can be applied from the left navigation

Cases

© 2020 General Electric Company

Contents

Chapter 1: Overview 1About Cases 2

Chapter 2: Cases Inbox 9About Case Actions 10

Chapter 3: Cases Grid View 37About Cases Grid View 38

Chapter 4: Cases Data Extraction 46Overview 47

Extract Cases Data 47

OData Metadata 47

Examples of OData Operations 47

Data Aggregation 48

Chapter 5: Cases Release Notes 53Second Quarter of 2020 54

First Quarter of 2020 55

Fourth Quarter of 2019 56

Third Quarter of 2019 57

Second Quarter of 2019 58


Fourth Quarter of 2018 61

Third Quarter of 2018 63

Second Quarter of 2018 65


ii Cases

Copyright GE Digital© 2020 General Electric Company.

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© 2020 General Electric Company iii

Chapter

1OverviewTopics:

• About Cases

© 2020 General Electric Company 1

About CasesThe Cases module provides case information derived from a valid alert, or a case created by an analyst,and requires action to resolve an issue.

Use Case Templates to apply customized and reusable information within a case.

Tip: You need specific permissions to complete these tasks. See Default Permission Set Definitions.

The Cases Inbox heading displays the name of the filter selected, such as Unclaimed or My Cases. It alsodisplays the following icons from left to right on the screen:

• The Add button ( ), which allows you to create a new case.

• The Table Grid button ( ), which, when selected, shows the Cases inbox as a table.

Note: When you are in table view, the button changes to the Inbox View button ( ).

• The List button ( ), which allows you to export all cases to a CSV file.

In Predix APM, Cases are displayed in a queue using filters that can be applied using the drop-down listthat appears next to the filter name displayed when the Cases tab is opened. The default filter appliedwhen Cases is selected is Unclaimed.

Note: In Legacy Predix APM, Cases are displayed in a queue using filters that can be applied from the leftnavigation bar.

Default case filters include:

• Unclaimed Cases – displays all unclaimed cases.• My Cases – displays all cases claimed by you. Additionally, this filter displays the cases that are

assigned to the user group to which you belong.• Open Cases – displays all open cases.• Awaiting Cases – displays all cases in an "Awaiting" state.• Closed Cases – displays all closed cases.• All Cases – displays all cases, regardless of status or ownership.

You can sort the queue by Creation Time or Severity, and then sort by Ascending or Descending.

You can toggle asset-list aliases by setting the Asset Display Name in your user profile to GE orCustomer.

In the queue, each case displays the following information, when available:

• Case name and severity.• Date and time the case was created.• Status of the case.• Asset Name.

When you select a case in the queue, you can enter report information, view an alert analysis, andmanage actions, notes, and evidence pertaining to the issue.

Case Details PageThe Case Details page displays all of the information about a given case.

The following sections of the Case Details page provide information about a selected case.

2 © 2020 General Electric Company

Case HeaderContains the case the following information:

• Case name and severitySelect the severity to change the severity of the case. Select the name of the case to edit thename inline.

• Asset Name, Asset ID, Site, and Enterprise.

Note: If a case is not claimed, the owner name appears blank. If the case was assigned, but notacknowledged, a red circle appears next to the owner.

• Links to Asset Info and Asset Dashboard.• Asset Criticality information

Note: This item does not apply to Legacy Predix APM.

Provides the criticality of an asset related to a case. When you select the criticality number, theCriticality Analysis page appears, which provides more information on the level of the criticalityfor a primary asset related to a case.

• The Unsubscribed/Subscribed icon – By default, the case is designated as Unsubscribed ( ).

When you select , the it will change it to Subscribed ( ).• Status drop-down list

Enables you to select a status for a case.• Claim Case button• Appears if you viewing the cases details of an Unclaimed Case.• The Case Info, Interpretation, Actions, Analysis, Evidence, Similar Cases, and Notes tabs.

Case InfoDisplays the following information:

• The creator and the owner of a case.• Date and time, when the case was created and last updated.• Case number• External Case ID.

InterpretationEnables you to select a Category, Likelihood, Urgency, and Fault Mode, and to add or edit Symptoms,Diagnosis, and Recommendation to the case.

In the Symptoms, Diagnosis, and Recommendation section, you can also add links.

Fault Mode

By default, Fault Mode displays the value '-' (None) and it also displays the value the value '-' (None),when a fault mode is not available from the associated asset.

If the associated asset in a case has fault modes, then the drop-down list for Fault Mode in the CaseDetails page of the selected case is populated with all the fault modes available for the associatedasset.

You can select a value for Fault Mode from the list and save it. After saving, the case date and time isupdated to the date and time when you selected the value for Fault Mode as well as updating withyour login name. If you reopen the case, the selected fault mode value is displayed in the Case Detailspage.

Recommendations

Note: This section does not apply to Legacy Predix APM.


You can create a recommendation from the Case Details page in order to propose a course of actionto fix the problem that the alert has indicated.

You can create a Recommendation from a case. To create a new Recommendation, select the Add

icon ( ). The Record Manager section appears, displaying a Recommendation datasheet. Asnecessary, enter the appropriate data and save the file.

Note: The Add icon is enabled only when the case is in the Claimed state.

You can view recommendations from the Case Details page. To view a recommendation, ensure thefollowing conditions are met:

• The same asset data is available and mapped to both the GE Digital APM and Meridium systems.• You must have Predix work order management permission to view Recommendations and Work

History sections.• You must have permissions to create Cases and Recommendations.

The Recommendations section displays the following data created from the selected case:

• Recommendation descriptionWhen you select the description, the Recommendation datasheet page appears in a new tab,displaying the details of the selected recommendation. You can modify the recommendation, ifyou have appropriate permissions.

• Recommendation ID• Recommendation Status• Priority• Target Complete Date• Add a Comment link

Enables you to add a comment to the recommendation. After you save the comment, it displaysalong with your user name, the date and time when the comment was added.

• View all Recommendations linkWhen you select the link, a list of all of the recommendations available for the given asset appears.When you select a recommendation name, a new tab opens, where you can view the details ofthat recommendation.

Note: When there are multiple recommendations for a case, the last created recommendation isdisplayed first, with the remaining recommendations arranged in descending order based on therecommendation creation date. If no recommendations are shown for an alert, There are noRecommendations created for this alert message appears below theRecommendations heading.

Work History

Note: This section does not apply to Legacy Predix APM.

You can view work orders from the Case Details page. Work orders provide the details of the workbeing done to resolve the issue stated in the case.

Provides the Work Description, Work Order number, Status of the order, Work Request number andthe Scheduled Date for completion of the work.

When there are multiple work orders for the selected case, the last scheduled to completion workorder details are shown first in the list, and the rest of the work orders are arranged in ascendingorder based on the scheduled completion date.

If there are no work orders for a selected case, the There are no work orders createdfor this case message appears.


Note: The work orders that appear in the Work History section of the Case Details page areretrieved from the database using the GE_WH_ALERTS query. By default, the GE_WH_ALERTS query isconfigured to use the Alert ID associated with Case as its parameter to retrieve the work orders basedon the Alert. However, if you want to work orders to be retrieved from the database based on theAsset or Analytic Template associated with the Case, you can modify the GE_WH_ALERTS query touse one of the following parameters:

• Asset ID: To retrieve the work orders based on the unique identifier of the Asset associated withthe Case.

• Name of the Analytic Template: To retrieve the work orders based on the Analytic Templateassociated with the Case.

For more information on modifying the query, refer to the Queries documentation.

When you select the View all Work History link, a list of all of the work orders available for the givenasset appears in a new tab. When you select a work order description, a new tab opens where youcan view the details of that work order.

Note: The work orders that appear in this datasheet are retrieved from the database using theGE_WH_ALERTS query. By default, the GE_WH_ALERTS query is configured to use the unique identifierof the Asset associated with the Case as its parameter to retrieve the work orders based on the AssetID. However, if you want to work orders to be retrieved from the database based on the Alert ID orAnalytic Template associated with the Case, you can modify the GE_WH_ALERTS query to use one ofthe following parameters:

• Alert ID: To retrieve the work orders based on the unique identifier of the Asset associated withthe Case.

• Name of the Analytic Template: To retrieve the work orders based on the Analytic Templateassociated with the Case.

ActionsEnables you to create an action for a case and add a recommendation.

ClosureFor a closed case, you can enter a resolution code and a closure note.

Note: The Closure section appears in the links, but does not appear if the case has not been closed.

EvidenceEnables you to upload and download documents , or add links related to the diagnosis of the issue.You can also view linked alerts or preview an alert analysis chart.

AnalysisDisplays any analysis templates associated with the case.

NotesDisplays the notes or links related to the case.

Similar CasesLists cases, based on asset class, that are similar to the current case.

Cost Benefit AnalysisEnables you to create a Cost Benefit Analysis of the case. A Cost Benefit Analysis helps you identifythe financial impact that the case has on your organization by calculating the cost that can be savedby resolving the case. In this section, you can specify the values that must be considered forcalculating the cost benefit. GE Digital APM performs the calculations and after the case is closed, youcan view the details of the Cost Benefit Analysis in the form of a Cost Benefit Analysis Report in theCBA Dashboard module.


Note: The Cost Benefit Analysis section appears only if the Cost Benefit Analysis feature is enabledfor your tenant and if the CBA Template Form is created during tenant onboarding.

Case Severity and Status

Case Severity

Each case displays a colored box containing a corresponding number that indicates the severity of thecase.

Case Icon Color Corresponding Severity Level

Dark Red 1

Red 2

Orange 3

Pale Orange 4

Yellow 5

Case Status

The following table shows case status messages:

Status Description

Open The case has been created from an alert, and work is in progress.

Awaiting The case is awaiting information from the customer or a resolution prior to action.

Closed A resolution has been achieved, and the case has been closed.

Case NotificationWhen a case to which you have subscribed is updated by another user, you will receive an emailnotification about the change.

An email will be sent to the email address that you provide in your user profile. When you claim a case,you are automatically subscribed to that case. However, you cannot see who else has subscribed to thatcase.

Note:

• When a user updates a case that belongs to another tenant, you will not receive any email notificationabout the change even though you have subscribed to the case.

• When you lose access to an asset, you lose subscription to the cases for that asset to which you hadpreviously subscribed.

The following table provides a list of activities that will send an email notification and the email messagedetails. All notifications will include the date and time when the action was performed and the first andlast name of the user who performed the activity.


Table 1: Case Notification

Activity (that Triggers Notification) Email Notification Details

Case Assigned Case assigned to <User First Name> <User Last Name>

Template Applied Case Template <Case Template Name> applied

Case Created Case created for Asset <Asset ID>: <Asset Name>

Case Deleted No additional detail

Severity Updated Severity updated from <original severity> to <current severity>

Case Name Updated Case Name updated from <original name> to <current name>

Case Status Updated Case Status changed from <original status> to <current status>

Case Acknowledged No additional detail

Case Claimed No additional detail

External Case ID Updated External Case ID updated from <original external case id> to<current external case id>

Category Updated Category updated from <original category> to <currentcategory>

Likelihood Updated Likelihood updated from <original likelihood> to <currentlikelihood>

Urgency Updated Urgency updated from <original urgency> to <current urgency>

Symptoms Updated Symptoms updated from <original symptoms> to <currentsymptoms>

Diagnosis Updated Diagnosis updated from <original diagnosis> to <currentdiagnosis>

Recommendation Updated Recommendation updated from <original recommendation> to<current recommendation>

Closure Code Updated Closure Code updated from <original closure code> to <currentclosure code>

Closure Note Updated Closure Note updated from <original closure note> to <currentclosure note>

Closure Date Updated Closure Date updated from <original closure date> to <currentclosure date>

Note Added Note Text: <Note>

Note Deleted Note Text: <Note>

Attachment Added Attachment Name: <Attachment Name>

Attachment Deleted Attachment Name: <Attachment Name>

Case VisibilityBy default, all cases are set to limited visibility. If the cases of an asset for which you have permission arespecified as Limited Visibility, you will have View Limited Visibility Cases permission for that asset. Whenyou log in to GE Digital APM with permissions to view limited visibility cases, you will see both limited andgeneral visibility cases.

Note: The visibility icon will be available in the Case Details page only if you have the View LimitedVisibility Cases permission.

The following table describes the visibility icon that appears in the Case Details page.


Visbility Icon Description

Indicates that the case has limited visibility and you must havethe View Limited Visibility Cases permission along with Cases,View Case Detail, or Edit Case Detail permission to view thecase.

Note: To change the visibility of the case from Limited toGeneral, you must have Cases or Edit Case Detail permissionalong with View Limited Visibility Cases permission.

Indicates that the case has general visibility and can be viewedby anyone with permissions to view cases.

Note: To change the visibility of the case from General toLimited, you must have Cases or Edit Case Detail permissionalong with View Limited Visibility Cases permission.

The Case Timeline View displays the name of the user who had changed the visibility of a case and thetimestamp for the change.

Case SubscriptionSubscribing to a case allows you to be notified when there are any changes to the case.

You can subscribe to a case by selecting the grayed out Unsubscribed icon ( ) in the Case Detailspage. Hovering over the icon displays the text "Subscribe to this case". Once you are subscribed, the icon

changes to the Subscribed icon ( ), which means that you will receive email notifications for changesto that case. Hovering over the Subscribed icon displays the text "Unsubscribe from this case". Selectingthe icon again will unsubscribe you from the case.

Whenever you claim a case, you are automatically subscribed to that case, and will receive emailnotification when subsequent changes are made to the case. The notification will also indicate by whomthe changes were made.

Note: When you lose access to an asset, then you lose subscription to the cases for that asset if you hadpreviously subscribed to cases for that asset.


Chapter

2Cases InboxTopics:

• About Case Actions


About Case ActionsIn the Cases Inbox and Cases Detail page, you can perform various tasks.

You can perform the following tasks:

• Editing the Case Interpretation section of a case that belongs to the same tenant.• Claiming and assigning a case.• Sharing the report for a claimed case that belongs to the same tenant.• Acknowledging a case assignment.• Creating a case manually for alerts that belong to the same tenant.• Adding or editing an external Case ID for a case that belongs to the same tenant.• Creating an action for a case.

Note: This feature is supported only in Legacy Predix APM and not in GE Digital APM.• Adding or deleting notes.• Adding, deleting, or downloading evidence in a case.• Viewing an alert analysis, asset faceplate, or asset dashboard.• Viewing or linking an alert to a case.

Note: You can only view linked alert of a general visibility case that belongs to another tenant.• Closing, editing, or reopening a case.• Applying filters to a case.• Viewing similar cases that belong to the same tenant.• Generating a PDF report for a case.

Refresh the Cases InboxRefreshing the cases inbox retrieves the newly created cases and displays them in the inbox depending onthe filter criteria.

About This Task

You can refresh the cases inbox manually or specify a time interval for automatic refresh.

Automatic refresh updates the cases inbox at regular intervals depending on the time specified anddisplays new cases as they become available. Disabling automatic refresh prevents new cases fromloading unless you manually refresh the list. The selection persists even if you log out and log in to theapplication.

Before You Begin

You must have the Cases, View Cases, or Edit Cases permission.

Procedure

To refresh the cases inbox manually:

• In the heading of the inbox page for a selected case type, select .To enable automatic refresh:• In the heading of the inbox page for a selected case type, select the drop-down arrow, and then select

the time interval when the inbox should be refreshed.


Results

The cases inbox refreshes and displays the latest cases.

To disable automatic refresh, in the heading of the inbox page for a selected case type, select the drop-down arrow, and then select Off.

Refresh the Case Details SectionRefreshing the details section of a case retrieves changes to the case and displays the updatedinformation.

Before You Begin


Procedure

• In the details section of the selected case, select .

Results

The details section refreshes and displays the latest information about the case.

Claim a Case

Before You Begin

You must have either full Cases permission or Edit Case Detail permission to claim a case.

About This Task

Once you claim a case, you can begin to work the issue.

Procedure

1. In the module navigation menu, go to Cases.2. Select a Cases Inbox filter, and then select a case.3. From the Case Details page, select Claim Case.

The case updates, listing you as the owner.

Release Claim from a CaseReleasing the claim from a case releases you from the ownership of the case.

About This Task

When you release the claim from a case that you own, the case becomes available for other users to claimit, and the ownership of the case changes to the person who claims it. If the case was assigned to the usergroup to which you belong, the claim is released from the whole group.

If needed, you can claim this case again if the case is unclaimed.

Note:

• You can release the claim only from a case that you or your user group owns. The case can belong tothe same tenant or another tenant.


• You cannot release the claim from a closed case.

Before You Begin

You must have the Cases or Edit Case Detail permission.

Procedure

1. In the module navigation menu, select Cases, and then select My Cases.The My Cases page appears, displaying a list of cases that you have claimed or have been assigned toyour user group.

2. Select a case for which you want to release the claim.The details section for the selected case appears.

3. In the same row as the name of the case, select , and then select Release Claim.

Results

The claim on the case is released and it appears in the list of unclaimed cases. The case will not contain anowner until a user claims the case.

In addition, the following events occur:

• In the details page of the case, the Claim Case button becomes available.• The release claim information such as the name of the user who released the claim and the timestamp

for the change is recorded in the timeline view of the case.• The subscribers of the case will receive an email notification regarding the change.

Assign a Case

Before You Begin

You must have either full Cases permission or Edit Case Detail permission to assign a case to a user oruser group.

About This Task

You can assign a case to a user or user group. If you assign the case to a user, that user becomes theowner of the case. However, if you assign the case to a user group, all users in that group become ownersof the case.

Note: You can assign a case to only the users and user groups that have access to the asset associatedwith the case.

Procedure

1. In the module navigation menu, go to Cases.

2. Select a Cases Inbox filter, and then select a case.

3. In the Case Details page, select the List icon ( ), and then select Assign Case.The Assign Case window appears, displaying the User and Group options.

Note: By default, the User option is selected.

4. Depending on whether you want to assign the case to a user or user group, select one of the followingoptions:

• If you want to assign the case to a user, select User, and then perform the following steps:


a. In the box, enter the name of the user, and then select Find.A list of all users that match the name appears.

b. Select Assign next to the name of the user to whom you want to assign the case.The user is assigned as the owner of the case and the name of the user appears as the owner inthe Case Info section of the Case Details page for the case.

Note: By default, an orange indicator appears next to the name of the owner in the Case Infosection. When the owner acknowledges the case, the indicator turns green and a confirmationmessage is sent to you.

• If you want to assign the case to a user group, select Group, and then perform the following steps:

a. In the box, enter the name of the user group, and then select Find.A list of all user groups that match the name appears.

b. Select Assign next to the name of the user group to which you want to assign the case.All users in the user group are assigned as owners of the case and the name of the user groupappears as the owner in the Case Info section of the Case Details page for the case.

Note: By default, an orange indicator appears next to the name of the owner in the Case Infosection. When any user in the user group that owns the case acknowledges the case on behalfof the group, the indicator turns green and a confirmation message is sent to you.

Notify Users About a CaseThe Notify User feature allows you to easily share a case with other users from the application by sendingan email notification that contains the link to the case. You can share a case that belongs to the sametenant.

Before You Begin

You must have the Cases, View Case Detail, Create Case, or Edit Case Detail permission.

Procedure

1. In the module navigation menu, go to Cases.2. Select the cases filter set that contains the case that you want to share with other users or user group.

A pane that contains a list of cases appears.3. Select the case.

A section that contains the details of the case appears.

4. Select .The Notify User window appears.

5. In the User ID or Group ID box, select the ID of a user or user group with whom you want to share thecase.

Note: You can select multiple users or user groups.6. In the Add Comment box, enter any additional comments that you want to share with the users, and

then select Notify.

Results

An email notification is sent to the selected users.


• Information such as the name of the user who shared the case report, users or user group to whom itwas shared, and the timestamp of the action is recorded in the Timeline View of the case.

• The subscribers of the case will receive an email notification regarding the action.


Share a Case ReportYou can share a report for a claimed case that belongs to the same tenant through an email.

Before You Begin

You must have either Cases or Edit Case Detail permission to share the case report.

Procedure

1. In the module navigation menu, go to Cases.2. Select a Cases Inbox filter, and then select a case.

The Case Details page appears.

3. Select , and then select Share Case Report.The Share Case Report window appears.

4. In the text box, enter the name of a user or user group with whom you want to share the report.The list of users or user groups who have access permission to the asset appears. You can select moreusers or user groups from the list.

5. Select Attach a File to attach the document.6. Select Share Case.

An email with the attachment is sent to the selected users or user groups.

To view list of reports shared from this case, access the Share Case Report window, and then selectView Sent Reports.

Create a CaseYou can create a case to optimize collaboration with your customers.

Before You Begin

You must have the Cases and View Limited Visibility Cases permissions. The Edit Case Detail permissionallows you to access or modify a case but does not allow you to create a case.

Note: You can create a case only for alerts that belong to the same tenant.

About This Task

You can create a case by providing an Asset ID at any level (Enterprise, Site, Segment, or Asset).

Procedure


2. Select .The Create a Case window appears.

3. In the Enter Case Title box, enter a unique name for the case.4. Select the severity drop-down arrow, and then select a value.5. In the Enter an Asset ID box, enter an Asset ID.

Alternatively, select the Select an Asset link.

The Select an asset dialog box appears.

a. Select the asset, and then select Ok.You can navigate to the asset by selecting <Enterprise> > <Site> > <Segment > > <Asset>.


Note: The assets that appear in the Select an asset dialog box are related to the tenant and based onthe permissions that you have.

The Asset ID appears in the Enter an Asset ID box after the system validates the asset ID.6. In the Symptoms box, enter the case symptoms.

Note: The symptoms that you enter here appear in the Interpretation section of the case.7. Select Create.

The Create button is enabled only if you had selected an asset and entered a valid case title.

A message appears, indicating that the case was created successfully. To view the case in another tab,select Open.

Note: By default, the created case will have limited visibility.

Change Visibility of a Case

Before You Begin

You must have the Cases or Edit Case Detail permission along with the View Limited Visibility Casespermission.

Note: The visibility icon will be available in the Case Details page only if you have the View LimitedVisibility Cases permission.

Procedure

1. In the module navigation menu, go to Cases..2. Select a Cases Inbox filter, and then select a case.

The Case Details page appears.

3. Select to change the visibility from Limited to General or select to change the visibility fromGeneral to Limited.

For more information about the types of visibility, refer to Case Visibility.

The visibility of the case is changed.

Acknowledge a Case Assignment

Before You Begin

You must have either full Cases permissions or Edit Case Detail permission to acknowledge a caseassignment.

About This Task

Once a case has been assigned to you, you must acknowledge the case before acting on it. If a case hasbeen assigned to the user group to which you belong, you can acknowledge the case on behalf of all usersin the group. This allows any user in the group to act on it.

Procedure

1. In the module navigation menu, go to Cases.2. Select a Cases Inbox filter, and then select the assigned case.3. Select Acknowledge.

The case is updated with you as the owner, displaying a check mark over your name in the CaseHeader.


Note: If the case was assigned to your user group, the case is updated with the user group as itsowner and a check mark appears over the name of the user group in the Case Header.

Modify Case InterpretationWhen you create a case from the Alerts or Cases module, you may need to enter additional informationfor the associated case.

Before You Begin

You must have permissions to access or modify the Case Interpretation section.

Note: You cannot modify the Case Interpretation section of a case that belongs to another tenant.

About This Task

Cases inherit their severity from the original alert. You can create a case manually or apply one or morecase templates.

Use the Case Header section to change the severity of the case, change the case name, assign a casestatus, apply a case template, and claim a case.

Procedure

• To add or modify information in the Case Header:

1. In the module navigation menu, go to Cases.2. Select a Cases Inbox filter, and then select a case.3. Select the Severity icon at the top of the header, and then select a severity option.

Note: Changing the severity for a case does not change the severity of the original alert.4. Select the case name, and then enter a new name.5. In the Status list, select a status option.

Note: When you select Closed for the first time, the Close Case dialog box appears, where youcan enter the closure code and notes for the case.

• To add or modify information in the Interpretation section:

1. In the module navigation menu, go to Cases.2. Select a Cases Inbox filter, and then select a case.3. Each case contains a unique option. Select the options that apply:

Option Description

Category Indicates the type of issue. Select a category from the drop-down list box, such as Mechanical or Vibration, to apply tothe case.

Likelihood Indicates how likely the issue is to occur in the future.Select a likelihood from the drop-down list box, where thevalues range from Very Unlikely to Highly Likely.

Urgency Indicates how quickly the issue needs to be resolved. Selectan urgency option, such as At Next Opportunity or NextMaintenance, from the drop-down list box.


Option Description

Fault Mode Provides a list of possible root causes that you can selectfor a case, based on the associated asset for the case. Youcan select a value from the list to associate the fault modewith the case, save the value, and later retrieve it. Thedefault value is None, shown as '-'

Symptoms Indicates the symptoms that caused the alert for the case.Enter the symptoms that caused the issue as text or add aweb address that appears as a link, which directs to awebsite that has the information about the symptoms. Youcan also add symptoms when creating the case.

Diagnosis The apparent cause of the alert, and steps taken to confirmthe diagnosis. Enter the apparent cause of the issue as textor add a web address that appears as a link, which directsto a website that has the information about the Diagnosis.

Recommendation The recommended action to take and when the actionshould be scheduled. Enter the recommended action astext or add a web address that appears as a link, whichdirects to a website that has the information about theactions to be performed.

Tip: You can apply case template information to a case.

Create Custom Filters for CasesYou can create custom filters for cases that have specific requirements.

About This Task

The default filter sets for cases appear in the module navigation menu. By default, cases are displayed inthe cases inbox or grid based on the first filter set that appears in the cases module navigation menu.

The filter sets allow you to view specific set of cases by narrowing the entries. You can use the auto-refresh settings to display the newly added cases. You can set the frequently-used filters as favorites.When a new case is added, the auto-refresh setting considers the existing filters and assigns the case tothe correct queue.

Procedure

1. In the module navigation menu, go to Cases.2. Select more filters.

The Filter Cases window appears.3. Select Add Filters, and then select one or more of the following filter options.

You can apply any combination of these filters to the entries or save them as a filter set.

Filter Options Action to be Performed

Severity Select one of the following options in the drop-down list box,and then enter a severity value in the box.

• is equal to• is not equal to• is greater than• is greater or equal to• is less than• is less than or equal to

Name Enter the name of a case in the box.



Status Select one of the following statuses in the drop-down list box:

• Open• Closed• Awaiting

Case ID Select either contains or is equal to in the drop-down listbox, and then enter the ID of a case in the box.

Asset ID Select either contains or is equal to in the drop-down listbox, and then enter the ID of an asset in the box.

You can enter multiple asset IDs separated by acomma. For example, <asset ID1>, <asset ID2>,<asset ID3>.

Asset Name Select either contains or is equal to in the drop-down listbox, and then enter the name of an asset in the box.

Asset Alias Select either contains or is equal to in the drop-down listbox, and then enter the alias name of an asset in the box.

Customer Name Select either contains or is equal to in the drop-down listbox, and then enter the name of a customer in the box.

Site Name Select either contains or is equal to in the drop-down listbox, and then enter the name of a site in the box.

Created By Enter the name of a user or owner in the box.

Owned By Enter the name of a user or owner in the box.

Creation Time Select one of the following options:

• Last 24 Hours• Last 7 Days• Last 30 Days• Last 3 Months• Last 6 Months• Last 12 Months• Custom Range

When the Custom Range option is selected, thebox is enabled, and you can enter the time rangein the box.

Closed On Select one of the following options:

• Last 24 Hours• Last 7 Days• Last 30 Days• Last 3 Months• Last 6 Months• Last 12 Months• Custom Range

When the Custom Range option is selected, thebox is enabled, and you can enter the time rangein the box.

Closure Code Select one of the values from the drop-down list box. The listof values is specific to the tenant configuration.

Visibility Select either General or Limited in the drop-down list box.



External Case ID Select either contains or is equal to in the drop-down listbox, and then enter an external case ID in the box.

The selections appear in the Filter Cases window.

Tip: The following table contains the combinations of operators and values that you can use to filtercases based on the null, blank, or empty values of a filter option:

Operator Value Result

is equal to NULL Filters the cases in which the selectedfilter option contains a null value.

is equal to EMPTY Filters the cases in which the selectedfilter option contains an empty string.

is equal to BLANK Filters the cases in which the selectedfilter option contains a null value or anempty string.

is not equal to NULL Filters the cases in which the selectedfilter option does not contain a nullvalue.

The values that can be used to filter cases based on the null, blank, or empty values of a filter option arenot case sensitive.

Note: You can remove a filter from the Filter Cases window by selecting , or by clearing theselection of the filter option from the Add Filters drop-down list box.

4. Select Save as New Filter Set.5. In the New Filter Set box, enter a unique name for the new filter set, and then select Save.

Note: Filter names should be unique even though GE Digital APM allows you to save multiple filtersusing the same name.

Results

The custom filter is created and is available in the list of filter sets in the Filter Cases window.

Apply Filters to CasesYou can apply default or custom filter sets to cases.

About This Task

You can use filter sets to narrow the entries into a manageable set. In addition, you can use the auto-refresh settings to display the newly added cases. You can also set the frequently-used filters as favoritesfor quick application to the queue. When a new case is added, the auto-refresh takes existing filters intoconsideration, assigning the case to the correct queue.

Note: The setting is persistent for the current user session until you log out from the application.

Procedure

1. In the module navigation menu, go to Cases.2. Select a filter set, such as My Cases or Unclaimed.

The filter is applied to the cases inbox.


• To apply a new filter from the Filter Cases window without saving it, select more filters, select thefilter option, and then select Apply.

• To add a custom filter set to the module navigation menu as your favorite:

a. In the module navigation menu, select more filters.b. Hover over a filter name in the list.

c. Select next to the filter name.• To remove a favorite filter from the module navigation menu, in the Filter Cases window, select

.• To modify an existing filter with new filter options:

a. In the module navigation menu, select Cases, and then select more filters.b. In the Filter Cases window, select the filter that you want to modify.c. Add, remove, or modify the filter options.

d. Select next to the name of the filter that you modified, and then select Overwrite.

• To delete an existing filter, access the Filter Cases window, select next to the name of the filterthat you want to delete, and then select Delete.

Add or Modify an External Case IDYou can add or modify an external case ID in an existing case.

Before You Begin

You must have the Edit Case Detail permission or the full Cases permissions to add or modify an ExternalCase ID.

Note: You cannot add or modify an External Case ID for a case that belongs to another tenant.

About This Task

When you create a case from an alert, GE Digital APM generates a case ID, which you can modify or add anew one.

Procedure

• To add a new external case ID to an existing case:

1. In the module navigation menu, go to Cases.2. Select a Cases Inbox filter, and then select a case.3. Select Click to Add for External Case ID in the Case Header section.4. Enter the External Case ID, and then select the space outside the text box.

The new External Case ID appears in the Case Information section of the selected case.• To modify an existing External Case ID:

1. Hover over the existing External Case ID in the selected case. When the Edit icon ( ) appears,select either create ID or Edit.

2. Highlight the existing External Case ID, enter the replacement External Case ID, and then select thespace outside the text box.The revised External Case ID appears in the Case Header section of the selected case.


Close, Edit, or Reopen a CaseYou can add a closure code and note to a case when you close it.

About This Task

Closing a case adds a Closure section to the Case Details page between the Interpretation and Analysissections. When you close a case, a dialog box appears where you can enter a closure code and add anynotes.

If the case is reopened, the Closure section remains in the Case Details page. You can modify theresolution code and notes directly in the Closure section.

Each closure note is collapsed by default. Select Show More to view the collapsed section and ShowLess to return it to a collapsed state.

Procedure

• To close a case:

1. In the module navigation menu, go to Cases.2. Select a Cases Inbox filter and then select a case.3. From the Case Detail page, select Closed from the Status drop-down list.4. In the Closure dialog box, select an option from the Select a Closure Code drop-down list. The

options are:

◦ No Action – No action was required.◦ Sensor Repair – A sensor was repaired.◦ Operational Change – An operational change occurred.◦ Scheduled Maintenance – Scheduled maintenance was done.◦ Unplanned Maintenance – An unplanned action, done at an unfavorable time, but did not

(necessarily) cause an immediate shutdown of the equipment.◦ Forced Outage – Machine or equipment was shut down immediately.

5. Select the Resolution Date. The date range should be between the Case Created date and theCurrent date.

6. Enter a note in the Closure Note field and then select Close Case.A new Closure section appears in the Case Details page with the closure code and note displayed.

Note: When closing a case, if you select the Auto Close all alerts which are linked to this casecheck box, all alerts that are linked to the case are closed automatically and is marked asprocessed. However, the linked alerts are closed only if all other cases linked to that alert arealready in closed state. The timeline view displays that the alert is marked as processed byAutoclose action in Case by <user name>, and an email notification is sent to the owner of thealert.

• To add a closure note after the case was closed, select the Click to Add a Closure Note link under theClosure Note field, enter your note in the text field, and then select the space outside the closure noteto save the text.

• To modify the closure note:

1. To change the Code, hover over the current code selection, select the down arrow, and selectanother code (for example, Operational Change).

2. To change the Resolution Date, hover over the current date and select Edit. Change the date usingthe date picker.

3. Hover over the closure note text, and then select Edit.


4. Select the space outside the text box to save your changes.A text box containing the existing text appears, which you can edit.

• To reopen a closed case, select Open from the Status drop-down list.The status is open, and the previously selected closure code and closure note remain in the case.

Create an Action for a CaseAdding an action to a case allows a user to collaborate with a client or site, as well as track the case.

Before You Begin

• This feature is supported only in Legacy Predix APM and not in GE Digital APM.• You must have either the Edit Case Detail permission or the full Cases permission to perform this task.

About This Task

Note that you can only create actions for cases to which you have access.

Procedure

1. In the module navigation menu, go to Cases.2. Select a Cases Inbox filter.3. Access a case.

The Case Details page opens, and the Actions pane displays below the Interpretation pane.4. Select the + icon in the upper-right corner of the Actions pane.

The Create Action dialog box appears.5. Enter a title for the action in the Title field (100-character limit).6. In the Stage list, select one of the following options:

• Recommended (default value)• Planned• Completed

7. In the Purpose list, select either Resolve (default value) or Diagnose.8. In the Timeframe list, select one of the following options:

• Before Continued Operation (default value)• Next Available Opportunity• Next Scheduled Outage

9. In the Comment field, enter your comments (1000-character limit).10. Select Create Action.

The action is added in the Actions panel. If you select Cancel, no action is created and the window isclosed.

11. Optional: In the Actions panel, select Accept.

Note: The options to accept or reject appear only if you selected Recommended as the Stage value.

If you select Accept, the Recommended Action dialog box appears.12. Optional: If you select Reject, the Reject Recommended Action appears. Enter a reason for the

rejection in the Comments field, then select Reject.The Stage value changes to Reject, and is displayed in red text.

13. In the Recommended Actions dialog box, do the following:Option

To schedule the recommended action. Select a date using the calendar.


Option

To keep the recommended action unscheduled. Select the Unscheduled check box.

a) Enter a comment regarding the recommendation in the Comments field, such as "Schedule aninspection".

b) Select Accept.In the Actions panel, the Stage changes to Planned if you selected a date for the action, and theScheduled Date appears.

Results

Once the action is created, you can edit the action.

Edit an Action for a CaseOnce you have created an action, you can make changes to the action, including deleting it.

Before You Begin

• This feature is supported only in Legacy Predix APM and not in GE Digital APM.• You must have either the Edit Case Detail permission or the full Cases permission to perform this task.

About This Task

Once an action has been created for a case, the Action dialog box is available to anyone who has access tothat case. Note that you can only edit or delete Actions or comments that you have created or added.

Procedure


2. Select a Cases Inbox filter.

3. Access a case that you have claimed.

4. In the Actions panel, perform any of the following functions:Command or Action Steps

Change the Purpose orTimeframe

a. Hover over the selection for either field and select the down arrow that appears.b. In the drop-down list, select any of the available options to make the change.

Change the Scheduled Date a. Hover over the date displayed and then select Edit.b. Use the up or down arrows to change the date, or use the calendar picker to select a date.

Add comments to an Action a. Select Add a comment.b. Enter your comment in the text box.c. Select the space outside the text box when you are done to save the comment.

The comment appears in the Comments section of the action.

Delete a comment a. Hover over a comment that you have added to a case.b. Select the X that appears to the right of the comment.c. In the Delete Case Action Comment dialog box, select Delete.

The comment is removed from the action.

Delete an actiona. In the Actions panel, for the Action to delete, select the Delete ( ) icon.b. When the Delete Case Action dialog box appears, select Delete.


Command or Action Steps

The action is removed from the Case Details page.

Add or Delete Notes in a CaseIn the Notes section of the Case Details page, you can add clarifications, diagnoses, orrecommendations.

Before You Begin

You must have permissions to access and modify cases.

About This Task

Procedure

• To add a note in a case:

1. In the module navigation menu, go to Cases.2. Select a Cases Inbox filter, and then select a case.3. In the Notes section, in the text box, enter text or web address..

The web address that you entered in the Notes section appears as a link.

Note: You can enter up to 5000 characters.4. Select Add Note.

The new note appears at the top of the list. Your name appears next to the timestamp after thenote has been added.

• To delete a note, select the X next to the note.The selected note is removed from the Notes section. You can delete only the notes that you haveadded.

Add, Delete, or Download Evidence in a CaseYou can add documents to a case as evidence to help diagnose an issue.

Before You Begin

You must have permissions to access and modify cases.

About This Task

You can add the following document types:

• Image files (JPG, JPEG, PNG, BMP, TIF)• Text type files (DOC, DOCX, XLS, XLSX, PPT, PPTX, TXT)• PDF files

You cannot add a folder or EXE, BAT CMD, MSI, BIN, ZIP, or RAR files as evidence.

You can download documents after they are attached as evidence, and delete them if you originallyattached them.

Note: You can add a file if the ^ % $ characters exist in the name of file.


Procedure

• To add documents to a case:


3. In the Evidence section of the Case Details page, select the , and then select one of thefollowing options: .

◦ Attach a FileWhen you select this option, the Windows Select File dialog box appears. Select the file toattach, and then select OK.

The selected file appears as an attachment in the Evidence section.◦ Link an Alert

When you select this option, the Link Alerts dialog box appears. Select the alert that you wantto link to, and then select Done.

The linked alert appears in the Evidence section.◦ Add Link

When you select this option, the Add Link dialog box appears. In the text box, enter the webaddress, and then select Save.

The link appears in the Evidence section. It also appears in the evidence section of thegenerated PDF report.

• To delete a document or link:

1. To the right of the document or link, select .2. In the Remove Evidence dialog box, select Remove to confirm your selection.

• To download a document to your hard drive:

1. To the right of the document, use the file link or select .

View an Alert from a CaseYou can view the alert from which the case was created in a separate tab.

About This Task

When a case is created from an alert, GE Digital APM generates a case entry in the Cases module, and theassociated alert appears as a link under Evidence in the Case Details page.

You can view the originating alert in a separate tab.

Procedure

1. In the module navigation menu, go to Cases.2. Select a Cases Inbox filter and then select a case.3. In the Evidence section in the Case Details page, select the name of the alert.

The selected alert appears in a new tab.


Link or Unlink an Alert to a CaseYou can link an alert to a case as evidence.

Before You Begin

You must have either the Edit Case Detail permission or Cases permission.

About This Task

Note: You cannot link an alert as an evidence to a case that belongs to another tenant.

You can select an alert from a list related to the current asset, or search all alerts. Linked alerts are listedin the Evidence section with the most recent entry first.

Procedure

• To link an alert to a case:

1. In the module navigation menu, go to Cases.2. Select the cases filter set and then select the case for which you want to link alerts.

A pane that contains a list of cases appears.3. Select the case

A section that contains the details of the case appears.4. In the Evidence section, select , and then select Link an Alert.

The Select Alerts to Link window appears, displaying a list of alerts.

You can search for the alerts in the list by entering the Asset ID, Alert ID, name of the alert, status,and source in the corresponding search boxes, and then select Search.

5. Select one or more alerts from the list, and then select Link.The linked alerts appear in the Evidence section of the case.

• To unlink an alert from a case, in the Evidence section of the case details page, select Remove for thealert that you want to unlink from the case.

View an Alert Analysis from a Case

About This Task

If an analysis chart is associated with the alert, you can view the chart from the case.

Procedure

• To view an analysis chart in a selected case:

1. In the module navigation menu, go to Cases.2. Select a Cases Inbox filter and then select a case.

3. From the Evidence section, select the alert analysis icon ( ).

The selected chart appears in a separate tab.• To display a specific alert analysis chart from a set, select the chart from the alert analysis drop-down

list in the Evidence section.The selected chart appears in a separate tab.

Note:


When an analysis chart is associated with an alert, you can select how you want to view the analysischart details. You can select any of the following two options:

◦ View the analysis chart when the evidence is attached to the case.◦ View the analysis chart data till the current time.

In the Case Info section, by default, the Show upto present toggle button is turned off. The analysischart is plotted from the case creation date till the date and time when the evidence is attached to thecase. If you turn on the Show upto present toggle button, the analysis chart is plotted from the casecreation date till the current date and time.

Note: The Show upto present toggle button will be turned off if your session is timed out, or if yousign out of the application.

View an Asset Faceplate from a CaseYou can access the asset faceplate, which contains the asset details, from within a case.

Before You Begin

You must have permissions to access the Cases module.

Procedure

1. In the module navigation menu, go to Cases.2. Select a Cases Inbox filter and then select a case.3. In the Case Details page, select Asset Info.

Results

The Asset faceplate opens in a new tab.

View the Asset Dashboard from a CaseYou can access the Asset Dashboard from a case.

Before You Begin

You must have permissions to access Cases.

Procedure

1. In the module navigation menu, go to Cases.2. Select a Cases Inbox filter and then select a case.3. In the Case Details page, select Asset Dashboard.

Results

The Asset Dashboard opens in a new tab.

About Analysis Templates in Case DetailsThe Analysis templates associated with a case are displayed in a list in the Analysis section of the CaseDetails page.

Each template is named, and the alert from which it comes is displayed inline to the right of the templatename. Each analysis template is linked; clicking the link opens the template in a new browser tab. Thecorresponding alert name is also a link that you can select to access the Alert module in a new page.


When an analysis template is associated with an alert type, and the alert triggers, then a case is createdfrom that alert. In the Case Details page for the case, you can view the Analysis section with a list of theanalysis templates (one or more), each with the alert name as the source.

When a large number of analysis templates (for example, 20) is associated with an alert type and the alerttriggers, then a case is created from that alert. In the Case Details page for the case, you can view all 20analysis templates in the Analysis section, with the alert name specified as the source for each template.

Add Analysis Templates to a CaseAn analysis template contains data associated with the investigation of a case. You can add analysistemplates to a case. The analysis templates appear in the Analysis section of the case.

Before You Begin

You must have the Cases or Manage Case Details permission, and access permission to the Analysisfeature.

Procedure

1. In the module navigation menu, go to Cases.2. Select the cases filter set that contains the case for which you want to add an analysis template.


A section that contains the details of the case appears.4. In the Analysis section, select .

The Add Analysis Template window appears.5. In the row containing the template that you want to add, select Add.6. Specify the start time, end time, and data resolution for the analysis.

The start time determines the time from the creation of the case and the end time determines thetime till when you want the data for the analysis. Data resolution determines the intervals at whichthe data points must be considered for analysis.

For example, if a case was created on May 24 at 10:00 AM, and if you specify the start time as 1 hour,end time as 24 hours, and then the data resolution as 5 mins, the analysis report will contain datafrom May 24, 11:00 AM to May 25, 11:00 AM at every 5 mins interval.

If you select the Show Upto Present check box, the current time will be considered as the end time.7. Select Done to add the selected templates.

Results

The analysis templates are added to the Analysis section of the case.


• Information such as the name of the user who added the analysis template and the timestamp for thechange is recorded in the Timeline View of the case.

• The subscribers of the case will receive an email notification regarding the change.

When you select an analysis template, the details page of the analysis template appears, which containsthe charts related to the selected data points.


Modify an Analysis TemplateYou can modify the data points of an analysis template.

Before You Begin

You must have the Cases or Manage Case Details permission, and access permission to the Analysisfeature..

Procedure

1. In the module navigation menu, go to Cases.2. Select the cases filter set that contains the case for which you want to modify an analysis template.



4. In the Analysis section, in the row containing the template that you want to modify, select .5. As needed, modify the start time, end time, and data resolution.

The start time determines the time from the creation of the case and the end time determines thetime till when you want the data for the analysis. Data resolution determines the intervals at whichthe data points must be considered for analysis.

For example, if a case was created on May 24 at 10:00 AM, and if you specify the start time as 1 hour,end time as 24 hours, and then the data resolution as 5 mins, the analysis report will contain datafrom May 24, 11:00 AM to May 25, 11:00 AM at every 5 mins interval.

If you select the Show Upto Present check box, the current time will be considered as the end time.6. Select Done to save the changes.

Results

The analysis template is modified.


• Information such as the name of the user who modified the analysis template and the timestamp forthe change is recorded in the Timeline View of the case.


Remove an Analysis Template from a CaseYou can remove an analysis template from a case.

Before You Begin

You must have the Cases or Manage Case Details permission, and access permission to the Analysisfeature.

Procedure

1. In the module navigation menu, go to Cases.2. Select the cases filter set that contains the case from which you want to remove an analysis template.




4. In the Analysis section, in the row containing the template that you want to modify, select .5. Select Done to save the changes.

Results

The analysis template is removed from the case details.


• Information such as the name of the user who removed the analysis template and the timestamp forthe change is recorded in the Timeline View of the case.


Preview, Download, or Remove Chart Evidence in a CaseWhen one or more analysis charts have been saved to an alert, you can preview the charts in a casecreated from the alert.

About This Task

The associated analysis chart is saved separately from the alert analysis in the Evidence section whenyou create a case. This allows you to display chart evidence without navigating away from the case.

Procedure

• To preview an analysis chart in the Evidence section:

1. In the module navigation menu, go to Cases.2. Select a Cases Inbox filter and then select a case.3. In an open case, select a chart name.

Note: You can select multiple chart names to display all charts in the Evidence section.

The associated chart image appears below the chart name.• To download an analysis chart from the Evidence section, hover over a chart name and then select

the Export icon ( ).• To remove an analysis chart from the Evidence section, hover over a chart name and then select the

Trash icon ( ).• To collapse a chart image in the Evidence section, select the space in the chart area.

View Similar CasesIn the Case Details page, you can find similar closed cases for the same asset class.

About This Task

Note:

• You can view only similar cases of the same tenant.• Only closed cases are displayed in the similar cases section.• If you have the View Limited Visibility Cases permission, the similar cases with limited visibility and

general visibility are displayed. Otherwise, only the similar cases with general visibility are displayed.


Procedure


The Case Details page appears.3. In the Find Cases with drop-down list boxes of the Similar Cases section, select the appropriate

options.

The following tables describe the different scenarios available based on what you select in the FindCases with drop-down list boxes:

• When the selected case has a fault mode saved.

Find Cases with drop-down options selected Results Displayed

This Possible Fault Mode + This Site + This Asset All closed cases with the same fault mode as the selectedcase, which have been created for the asset associatedwith the selected case.

This Possible Fault Mode + This Site + This Asset Class The following cases are displayed:

◦ All closed cases with the same fault mode for the givenasset for which the current case was created.

◦ The filtered closed cases of other assets in the givenclass of the asset for which you have permission.The filtered closed cases have a fault mode thatmatches the same fault mode as the selected case.

This Possible Fault Mode + Any Site + This Asset Class The following cases are displayed:

◦ All closed cases with the same fault mode for the givenasset for which the current case was created.

◦ The filtered closed cases of other assets in the givenclass of the asset for which you have permission inother sites.The filtered closed cases have a fault mode thatmatches the same fault mode as the selected case.

• When a selected case does not have a fault mode saved, but the asset for the case has a faultmode saved.


This Possible Fault Mode + This Site + This Asset All closed cases for the given asset.

This Possible Fault Mode + This Site + This Asset Class The following cases are displayed:

◦ All closed cases for the given asset for which thecurrent case was created.

◦ The filtered closed cases of other assets in the givenclass of an asset for which you have permission.The filtered closed cases have a fault mode thatmatches the given fault mode of the asset.

This Possible Fault Mode + Any Site + This Asset Class The following cases are displayed:

◦ All closed cases for the given asset for which thecurrent case was created.

◦ The filtered closed cases of other assets in the givenclass of an asset for which you have permission.The filtered closed cases have a fault mode thatmatches the given fault mode of the asset.

• When neither the asset in a selected case and the case details for the selected case does not havea fault mode.



This Possible Fault Mode + This Site + This Asset No result for this filter combination.

This Possible Fault Mode + This Site + This Asset Class No result for this filter combination.

This Possible Fault Mode + Any Site + This Asset Class No result for this filter combination.

• When you select Similar Alert Evidence instead of This Possible Fault Mode, then the followingscenarios are applicable.


Similar Alert Evidence + This Site + This Asset All closed cases that have the same alert (alert name)linked to them for a given asset, which is associated withthe selected case.

Similar Alert Evidence + This Site + This Asset Class All closed cases that have the same alert (alert name)linked to them for all assets in the given class of the asset,which is associated with the selected case for which youhave permission to the assets in the specified asset class.

Similar Alert Evidence + Any Site + This Asset Class All closed cases that have the same alert (alert name)linked to them for all assets in the given class of the asset,which is associated with the selected case for which youhave permission to the assets in the specified asset class.

Note: Similar Alert Evidence gives similar cases if the same alerts with the same name are linkedto Closed Cases for a given asset class. For more information about Alert Evidence, refer to Linkingand Unlinking an Alert. For more information about asset class and fault mode, refer to the topicAbout Asset Model in the Manage Assets section.

4. Select GO.

Results

A list of similar cases appears.

Associate a Case with an Asset Type or Fault Type

Before You Begin

You must be assigned with the Cost Benefit Analysis permission set to perform this task.

About This Task

When a case is created for an asset instance for the first time, by default, the case is not associated withany asset type or fault type. You can associate the case with an appropriate asset type or fault type. If youassociate the case with an asset type, all subsequent cases created for the asset instance will by defaultbe associated with that asset type. However, if you associate the case with a fault type, the subsequentcase created for the asset instance will not be associated with any asset type or fault type.

Procedure

1. In the Case Details page, select the Cost Benefit Analysis tab.The COST BENEFIT ANALYSIS section of the Case Details page appears.

2. Select the Select Asset Type link.The Asset Fault Type window appears.

3. Select the asset type or fault type that you want to be associated with the case, and then selectSelect.

Note: The fault types are listed only in the Standardized section of the Asset Fault Type window.


The case is associated with the selected asset type or fault type and the name of the asset type orfault type appears in the Asset/Fault Type field of the COST BENEFIT ANALYSIS section.

Change Asset Type or Fault Type Associated with a Case

Before You Begin


About This Task

If the case is already associated with an asset type, you can associate it with a different asset type or afault type. If you associate the case with a different asset type, you have the option to associate allsubsequent cases created for the asset instance with that asset type. However, if you associate the casewith a fault type, the subsequent case created for the asset instance will continue to be associated withthe asset type that was previously associated with the case.

Procedure


2. Select the Change Asset Type link.The Asset Fault Type window appears.

3. Select the asset type or fault type that you want to be associated with the case.

Note: The fault types are listed only in the Standardized section of the Asset Fault Type window.4. Optional: Select the Overwrite Asset Type check box to associate all subsequent cases created for

the asset instance with the selected asset type.

Note: The Overwrite Asset Type check box is disabled if you select a fault type.5. Select Select.

The case is associated with the selected asset type or fault type and the name of the asset type orfault type appears in the Asset/Fault Type field of the COST BENEFIT ANALYSIS section.

Create Cost Benefit Analysis

Before You Begin


About This Task

You can create the Cost Benefit Analysis by specifying the details of the production outage that hashappened because of the case and other details of the asset that is associated with the case.

Procedure


2. Associate the case with an asset type or a fault type.

Tip: If the case is already associated with an asset type or fault type, the name of the associated assetor fault type appears in the Asset/Fault Type field. However, you can associate the case with adifferent asset type or fault type.

3. In the Currency box, enter the currency in which you will specify monetary values for the analysis.


In the CBA Dashboard module, if you access the Cost Benefit Analysis Report of the asset associatedwith the case, all monetary values will appear in the currency that you specify in this box.

Note: You can enter a value in this box only if this is the first case that is created for the assetinstance. If this is not the first case that is created for the asset instance, this box will be populatedwith the currency that is defined as a custom attribute for the asset instance at a site level and youcannot modify it in this box.

4. In the Unit of Measure box, enter the Unit of Measure (UOM) that is applicable for the asset and thatmust be considered while calculating the cost benefit.

Note: If an UOM is already defined for the asset as a custom attribute, by default, this box is populatedwith that UOM. However, you can modify the value in this box to update the UOM that must beconsidered for the Cost Benefit Analysis. If the UOM is not defined for the asset, the value that youenter in this box is updated for the asset as a custom attribute.

5. In the Cost Avoided section, specify appropriate values for the boxes described in the following table:

Name of Box Description Notes

ProductionImpact

Select the severity of impact that thecase has on the productivity of theasset and on the entire unit in whichthe asset is used.

You can select next to the drop-down list box to view thedefinition of the values in the drop-down list. Additionally, you canview the percentage that each value denotes in the cost benefitcalculation.

MechanicalImpact

Select the severity of impact that thecase has on the mechanicalcomponents of the asset and on theentire unit in which the asset is used.


EventLikelihood

Select how likely the event thattriggered the alert associated withthe case was to occur.


Max Unit PerHour

Enter the maximum number of unitsthat the asset produces in an hour.

If this value is already defined for the asset as a custom attribute,by default, this box is populated with that value. However, you canmodify the value in this box. If this value is not defined for theasset, the value that you enter in this box is updated for the assetas a custom attribute.

Derate/Outage Enter the number of units whoseproduction will be reduced or stoppedin an hour because of the case.

By default, this box is populated with the value specified in theMax Unit Per Hour box. However, you can modify the value in thisbox to specify a more accurate production outage that hasoccurred because of the case.

Price Per Unit Enter the price of each unit that isproduced by the asset.

If this value is already defined as a custom attribute for the site atwhich the asset is located, by default, this box is populated withthat value. However, you can modify the value in this box. If thisvalue is not defined for the site, the value that you enter in thisbox is updated for the site as a custom attribute.

Fine OrAdditional Cost

Defines the monetary penalty andother additional costs that areincurred because of the case.

None

6. Switch the Financial Impact toggle.The results of the cost benefit calculation appear and the Cost Benefit Analysis is created.

Note:

• You can modify that values that you specified for the calculation irrespective of the status of thecase. GE Digital APM will re-calculate the cost benefit based on the updated values.


• The values in the Production Hours Lost and Nominal Mechanical Savings boxes are populatedbased on the asset type or fault type associated with the case. However, you can modify the values

in these boxes by selecting next to them.7. In the Urgency drop-down list box, select a value other than the default value that was determined in

the calculation.8. Select the Go to CBA Dashboard link to view the Cost Benefit Analysis in the form of a Cost Benefit

Analysis Report.

Note: The Cost Benefit Analysis Report appears in a new tab and it appears only if the case is closed.

Remove Related Similar CasesYou can remove Marked as Related cases that belong to the same tenant in the Case Details page.

Procedure

1. In the module navigation menu, go to Cases.2. Select a Cases Inbox filter and then select a case.3. From the Case Details page, scroll down to the Cases section.4. Select Remove next to the case you want to remove from the Marked as Related table.

The case is removed from the Marked as Related grid, and the Mark as Related link in the Similar Casesgrid will be enabled for this case (it was disabled when it was marked as reference).

5. Select Remove to confirm the deletion.

Mark Cases for ReferenceIn the Case Details page, you can select additional cases for reference purposes.

Before You Begin

You must have either the Edit Case Detail permission or the full Cases permission to perform this task.

About This Task

You can mark cases with Mark as Related to use them for future reference. Reference cases can also beremoved from the Mark as Related grid.

Procedure

1. In the module navigation menu, go to Cases.2. Select a Cases Inbox filter and then select a case.3. In the Case Details page, scroll down to the Similar Cases section.4. Select Mark as Related next to the case to display the case in the Mark as Related grid.

Generate a PDF Report for a CaseIn the GE Digital APM application, you can export the details of a case to a PDF file. The PDF reportcontains the details of the case, and you can thereby easily print or share the information from that PDF.

Before You Begin

You must have one of the following permissions:

• Cases• Create Cases


• Edit Case Detail• View Case Detail

About This Task

The PDF report for a case contains the following sections:

• Interpretation (includes the value of select fault mode)• Closure• Actions• Analysis• Evidence• Notes

Note: In addition, the PDF report will contain the custom forms and sections that were added to the case.

The charts in the Analysis or Evidence section appear as images in the PDF report.

Note: If an analysis or evidence of a case contains multiple cards, only the charts of the first card appearin the generated PDF report.

Procedure

1. In the module navigation menu, go to Cases.2. Select the cases filter set that contains the case for which you want to generate a PDF report.



4. Select , and then select Export PDF.A message appears, indicating that the PDF is being generated.

Note: The export of case details to a PDF file may take up to five minutes.

Results

The PDF file is downloaded on your computer based on the web browser setting.

Access Asset Criticality for CasesYou can view asset criticality for a case in the Case Details page.

About This Task

Note: This topic does not apply to Legacy Predix APM:

Procedure

1. In the module navigation menu, go to Cases.2. Select a Cases Inbox filter and then select a case.3. In the Case Details page, select the criticality number in the Case asset header section to display the

details of the criticality level in the Asset Criticality Analysis page in Meridium.

For more information, see the https://www.ge.com/digital/documentation/predix-apm/documentation.


https://www.ge.com/digital/documentation/predix-apm/

Chapter

3Cases Grid ViewTopics:

• About Cases Grid View


About Cases Grid View

By default, the cases are displayed in tabular format. If you select to view cases in the inbox view, theselection persists, even if you log out and log in to the GE Digital APM application.

Note: Even though you have access to assets and enterprises of another tenant, for the cases to appearin the grid view, you must have access to at least one asset of the same tenant to which you belong.

In the grid view, you can view the cases in a compressed layout as columns. The following table describesthe available columns.

Column Headers Description

Severity The severity of the case, where 1 being the most severe.

Name The name of the case.

Status The status of the case, such as open, awaiting, and closed.

Case ID The ID for the case.

Asset ID The ID of the Asset for which the case is created.

Asset Name The name of the asset for which the case is created.

Asset Alias The alias for the asset name.

Customer Name The name of the person who owns the asset.

Site Name The name of the site where the asset is located.

Created By The name of the person who created the case.

Owned By The name of the user or user group that owns the case.

Creation Time The time when the case was created.

External Case ID The External ID for the case.

Visibility The visibility of the case, for example, Limited or General.

Note: You must have the View Limited Visibility Cases permission along with Cases,View Case Details, or Edit Case Details permission to view a case with Limitedvisibility. With the View Cases permission, you can view only the cases with Generalvisibility.

You can sort, filter, and show or hide the columns.

Toggle the Cases Inbox ViewUse the View icon on the filtered Cases inbox header to switch between the Cases Inbox and the CasesInbox grid view.

Before You Begin


Procedure

• To display the Cases Inbox grid view:

1. Select a Cases Inbox filter.


2. Click the Cases Inbox Grid View icon ( )

• To return to the normal cases inbox view, click the Cases Inbox View icon ( ).

Access Cases of an Asset in Cases GridThe Hierarchy section in a cases grid provides you with the option to select one or more assets and viewthe cases associated with the selected assets. The Hierarchy section contains all the assets for whichyou have the access permission.

About This Task

Procedure

1. In the module navigation menu, go to Cases.2. Select the case filter set.

The cases grid for the selected filter set appears. The Hierarchy section is expanded by default, andthe assets for which you have the access permission appear in the hierarchical structure.

3. Select the check boxes corresponding to the assets for which you want to view the associated cases,and then select Apply.

Tip:

• You can search for an asset within the hierarchy.• You can filter the assets based on their category.

To filter the assets, perform the following steps:

a. Select Filter.The Asset Classification section appears.

b. In the Select Asset Classification drop-down list box, select the category of the asset, andthen select Apply.

Note:

• When you select a parent at any level in the Hierarchy section, the subsequent child elements arealso selected by default.

• When you select the assets for which you want to view the associated cases, the selection persists,even if you log out and log in to GE Digital APM.

Results

The cases grid is refreshed, and the cases associated with the selected assets appear.

Note:

• To collapse the Hierarchy section, select .• You can apply your favorite filters to the list of cases.

Apply Filters to CasesYou can apply default or custom filter sets to cases.

About This Task

You can use filter sets to narrow the entries into a manageable set. In addition, you can use the auto-refresh settings to display the newly added cases. You can also set the frequently-used filters as favorites


for quick application to the queue. When a new case is added, the auto-refresh takes existing filters intoconsideration, assigning the case to the correct queue.

Note: The setting is persistent for the current user session until you log out from the application.

Procedure

1. In the module navigation menu, go to Cases.2. Select a filter set, such as My Cases or Unclaimed.

The filter is applied to the cases grid.

• To apply a new filter from the Filter Cases window without saving it, select more filters, select thefilter option, and then select Apply.

• To add a custom filter set to the module navigation menu as your favorite:

a. In the module navigation menu, select more filters.b. Hover over a filter name in the list.

c. Select next to the filter name.• To remove a favorite filter from the module navigation menu, in the Filter Cases window, select

.• To modify an existing filter with new filter options:

a. In the module navigation menu, select Cases, and then select more filters.b. In the Filter Cases window, select the filter that you want to modify.c. Add, remove, or modify the filter options.

d. Select next to the name of the filter that you modified, and then select Overwrite.

• To delete an existing filter, access the Filter Cases window, select next to the name of the filterthat you want to delete, and then select Delete.

Refresh the Cases GridRefreshing the cases grid retrieves the newly created cases and displays them in the grid depending onthe filter and sort criteria.

About This Task

You can refresh the cases grid manually or specify a time interval for automatic refresh.

Automatic refresh updates the cases list at regular intervals depending on the time specified and displaysnew cases as they become available. Disabling automatic refresh prevents new cases from loading unlessyou manually refresh the list. The selection persists even if you log out and log in to the application.

Before You Begin

You must have the Cases, View Cases, or Edit Cases permissions.

Procedure

To refresh the cases grid manually:

• In the heading, select .To enable automatic refresh:• In the heading, select the drop-down arrow, and then select the time interval when the cases grid

should be refreshed.


Results

The cases grid refreshes and displays the latest cases.

To disable automatic refresh, in the heading, select the drop-down arrow, and then select Off.

Access Case Details from Grid ViewWhen in grid view, you can access the details for a case.

Before You Begin

You must have permissions to access the Cases module.

Procedure

1. In the module navigation menu, go to Cases.2. Select a Cases Inbox filter, then select a case.

3. Toggle the Cases Inbox icon ( ) to change to grid view.4. In the table, select the Name of the case to view.

Results

The Case Details page opens in a new tab.

Refresh the Case Details PageRefreshing the details page of a case retrieves changes to the case and displays the updated information.

Before You Begin


Procedure

• In the details page, select .

Results

The page refreshes and displays the latest information about the case.

Sort and Filter Columns in the Cases GridUsers can sort and filter columns in the Cases grid view to narrow their results.

Before You Begin


About This Task

You can sort all columns, including the asset-related columns.

For column filtering, you can filter all columns in the table.

Note: Sort criteria is not affected by filtering. For example, if you sort the grid by (Case) Name column andthen filter by (Case) Name and Case ID, the sort order should remain unchanged.


Procedure

• To sort a column in the Cases Inbox grid view:

1. In the module navigation menu, go to Cases.2. Select a Cases Inbox filter.

3. Click the Cases Grid View icon ( ).The current filtered cases inbox appears as a table.

4. Select a column header, such as Severity.The column is sorted in reverse order.

5. Select the column header again to reverse the sort.

Note: Columns are sorted alphanumerically, first by symbols, then number, and then uppercase andlowercase letter.

• To filter a column in the Cases grid view:

1. From Cases, select a case inbox filter from the navigation pane, such as Unclaimed.

2. Click the Cases Grid View icon ( ).The current filtered case inbox appears as a table.

3. Type a few characters in the Filter text box below the column header.To find all entries with Status of "Closed", type Clo in the Filter text box for the Status column andthen press Enter.The column is filtered, showing all entries with status of "Closed".

Note: As soon as you type three characters, the column begins to filter the entries. As you continue totype characters, the column continues to filter the entries, narrowing the results.

Group ColumnsGrouping of columns organizes data in three levels. You can save the customized grouped grid view asyour preferred view. You can filter data in the grouped columns.

Before You Begin

• You can group up to three columns.• You can group the following columns:

◦ Asset ID◦ Asset Name◦ Closure Code◦ Name◦ Severity◦ Site Name◦ Status

Procedure

1. In the module navigation menu, go to Cases.2. Select the case filter set to access the cases grid in which you want to group columns.

The cases grid for the selected filter set appears.3. Select a column header, and then drag it to the Drag a column header here to group by that

column box.


Results

The selected columns are grouped. You can expand each group to access the case details that belong tothe group. The setting persists such that the grouped columns are available the next time you access theapplication.

Add or Remove Columns in Cases GridYou can show or hide one or more columns in the Cases grid view.

Before You Begin

You need either the full Cases permission or the Edit Case Detail permission to perform this task.

About This Task

Use the Show/Hide Columns drop-down list to add and remove columns in the Cases grid view. You canadd or remove multiple columns by selecting or deselecting multiple columns at the same time.

Note: Your column selections are saved and will remain in place after you leave the Cases module andthen subsequently return; for example, after logging out and logging back in, or navigating to a differentmodule and then returning to Cases.

Procedure

• To add a column to the Cases grid view:

1. In the module navigation menu, go to Cases.2. Select a Cases Inbox filter.

3. Select the Cases Grid View icon ( ).

The currently filtered cases queue appears as a table.4. Select Show/Hide Columns, and then select an unchecked item from the list.

The selected item is checked and appears as a column in the grid. By default, all columns areselected.

• To remove a column in the Cases grid view, select Show/Hide Columns, and then select a checkeditem in the list.The selected item is unchecked and is removed from the table grid.

Generate a PDF Report for a CaseIn the GE Digital APM application, you can export the details of a case to a PDF file. The PDF reportcontains the details of the case, and you can thereby easily print or share the information from that PDF.

Before You Begin

You must have one of the following permissions:

• Cases• Create Cases• Edit Case Detail• View Case Detail

About This Task

The PDF report for a case contains the following sections:


• Interpretation (includes the value of select fault mode)• Closure• Actions• Analysis• Evidence• Notes

Note: In addition, the PDF report will contain the custom forms and sections that were added to the case.

The charts in the Analysis or Evidence section appear as images in the PDF report.

Note: If an analysis or evidence of a case contains multiple cards, only the charts of the first card appearin the generated PDF report.

Procedure

1. In the module navigation menu, go to Cases.2. Select the cases filter set that contains the case for which you want to generate a PDF report.

A page that contains a list of cases appears.3. Select the case.

A page that contains the details of the case appears.

4. Select , and then select Export PDF.A message appears, indicating that the PDF is being generated.

Note: The export of case details to a PDF file may take up to five minutes.

Results

The PDF file is downloaded on your computer based on the web browser setting.

Generate a Multi-Case PDF Using Bulk ActionYou can generate a PDF for multiple cases.

Procedure

1. In the module navigation menu, go to Cases.2. Select a Case Inbox filter.

3. Select the Case Inbox Grid View icon ( ).The Cases Grid View page appears.

4. Select the check box for each case that you want to include in the PDF.

Or

If the cases are grouped by column, select the check box for the first level of the group and allcorresponding check boxes will be selected automatically.

Note: You can clear the check boxes for the cases that you do not want to include in the PDF.

The Bulk Actions menu is enabled.5. In the Bulk Actions drop-down list box, select Export PDF Report.

The Create PDF Report dialog box appears.6. In the Report Title box, enter the name of the report.

When start entering the text in the field, the Create button is enabled.7. Select or clear the Include page numbers check box. The box is selected by default.


Selecting the check box creates a TOC for the report and paginates each page of the report.8. Select Create.

A Generating PDF message appears and the PDF is downloaded on your computer.


Chapter

4Cases Data ExtractionTopics:

• Overview• Extract Cases Data• OData Metadata• Examples of OData Operations• Data Aggregation


OverviewOData is a REST standard for creating data centric APIs and is used to share the data through HTTP in asecured manner. BI tool support OData through inbuilt adapters or connectors and use the extractedCases data for reporting purpose.

Extract Cases Data

Before You Begin

• You must have the OData Extract-Cases permission to extract the Cases data.• You must obtain the authorization bearer token for a tenant.

Access the OData service to extract data in any supported BI tool using their inbuilt adapters.

Filter Cases based on the Asset Permissions

The extracted Cases returned by the OData service is filtered based on the asset permissions of thelogged in user. This filtering capability allows you to filter the Cases, to list only the assets to which youhave access.

Filter Cases based on Limited Visibility Permissions

The extracted Cases returned by the OData service is filtered based on the asset permissions of thelogged in user. This filtering capability allows you to filter and view Cases, with respect to your LimitedVisibility permission in the GE Digital APM dashboard. You will not be able to access all the Cases for aparticular asset, without the Limited Visibility permission.

Cross-tenant Support

The OData microservice supports cross-tenant queries. Users who have permissions in more than onetenant can query for Cases across tenants. This support allows you to consolidate the total Cases countand the query results returned by the OData service.

Note: Ordering data is not supported in a cross-tenant query. As a result, any order by clause in a querywill be applied per tenant and the tenant results are concatenated.

OData MetadataTo get all the metadata including entities, properties, and relationships, use the link:

https://apm-odata-alerts-cases<domain prefix>.int-app.aws-usw02-pr.predix.io/Cases.svc/$metadata.

Examples of OData OperationsOperations Example

To extract 1000 Cases from the top of the list https://apm-odata-alerts-cases<domain prefix>.int-app.aws-usw02-pr.predix.io/Cases.svc/Cases?$top=1000


Operations Example

To extract the Cases which were created or updated in themonth of September 2017

https://apm-odata-alerts-cases<domain prefix>.int-app.aws-usw02-pr.predix.io/Cases.svc/Cases?$filter=UpdatedDate gt 2017-09-01T00:00:00.000Z andUpdatedDate lt 2017-10-01T00:00:00.000Z

To extract the Cases based on the Case Name or Case ID https://apm-odata-alerts-cases<domain prefix>.int-app.aws-usw02-pr.predix.io/Cases.svc/Cases?$select=CaseId,Id,Name

To extract the Category and Likelihood details for a Case https://apm-odata-alerts-cases<domain prefix>.int-app.aws-usw02-pr.predix.io/Cases.svc/Cases?$expand=FieldValue

Data Aggregation

Supported Functions

Grouping and Aggregation

The OData microservice supports the grouping and aggregation functionality (e.g. sum, avg, min, and max)on the properties of the associated entities.

The following query example provides the number of Cases aggregated by the name of the sites.

GET {{host}}/Cases.svc/Cases?$apply=groupby((Asset/SiteName),aggregate(Idwith countdistinct as CaseCount))

{ "@odata.context": "https://apm-odata-alerts-cases-svc-rc.int-app.aws-usw02-pr.predix.io/Cases.svc/$metadata#Cases(Asset(SiteName),CaseCount)", "value": [ { "@odata.id": null, "CaseCount": 2, "Asset": { "@odata.id": null, "SiteName": "Alexanderson Energy" } }, … … { "@odata.id": null, "CaseCount": 11063, "Asset": { "@odata.id": null, "SiteName": "AZ - APS - Prescott - SITE" } } ]}

Note:

• If you have permissions on multiple tenants, the response will contain one entry per tenant, and couldresult in repeated entries for the grouped property:


GET {{host}}/Cases.svc/Cases?$apply=groupby((Severity),aggregate(Idwith countdistinct as CaseCount))

{ "@odata.context": "$metadata#Cases(Severity,Result)", "value": [ { "@odata.id": null, "Severity": 1, "Result": 308683 }, { "@odata.id": null, "Severity": 2, "Result": 38792 }, { "@odata.id": null, "Severity": 3, "Result": 163438 }, { "@odata.id": null, "Severity": 1, "Result": 11879 }, { "@odata.id": null, "Severity": 2, "Result": 409 } ]}

• To display the Tenant Id of the record, you must include the TenantId property in the groupby function:GET {{host}}/Cases.svc/Cases?$apply=groupby((Severity,TenantId),aggregate(Id with countdistinct asCaseCount))

{ "@odata.context": "{{host}}/Cases.svc/$metadata#Cases(Severity,TenantId,CaseCount)", "value": [ { "@odata.id": null, "Severity": 1, "TenantId": "a49d0312-cc4b-47c6-817d-4fdabcf56544", "CaseCount ": 308683 }, { "@odata.id": null, "Severity": 2, "TenantId": "a49d0312-cc4b-47c6-817d-4fdabcf56544", "CaseCount ": 38792 }, { "@odata.id": null, "Severity": 3, "TenantId": "a49d0312-cc4b-47c6-817d-4fdabcf56544", "CaseCount ": 163438


}, { "@odata.id": null, "Severity": 1, "TenantId": "8d663b3d-faf9-43d8-9aa1-62ac70f7a3eb", "CaseCount ": 11879 }, { "@odata.id": null, "Severity": 2, "TenantId": "8d663b3d-faf9-43d8-9aa1-62ac70f7a3eb", "CaseCount ": 409 } ]}

Numeric Aggregations Support

The OData microservice supports the the numeric aggregation methods using ?$apply=aggregate(<PropertyName> with <method> as <alias>)The following aggregation methods are supported:

• sum - Provides the total of all the values for the specified property.• average - Provides the average value of all the values for the specified property.• min - Provided the smallest value of all the values for the specified property.• max - Provides the largest of all the values for the specified property.

{{host}}/Cases.svc/Cases?$apply=aggregate(Severity with average asAvgSeverity)

{ "@odata.context": "$metadata#Cases(AvgSeverity)", "value": [ { "@odata.id": null, "AvgSeverity": 1.7697726851152447 } ]}

Note: If you have permissions on multiple tenants, the response will contain one entry per tenant.{{host}}/Cases.svc/Cases?$apply=aggregate(Severity with average asAvgSeverity)

{ "@odata.context": "$metadata#Cases(AvgSeverity)", "value": [ { "@odata.id": null, "AvgSeverity": 1.7697726851152447 }, { "@odata.id": null, "AvgSeverity": 1.1111111111111112 }


]}

Basic Aggregations with User Permission Filters

You must apply the same user permission on aggregated data that is applied to the standard ODataqueries.

User permissions are the sets in GE Digital APM which restrict the view that users can have to a specificAsset Hierarchy. The standard OData queries filter data using these permissions.

Filter Aggregations

You can filter aggregations based on the filter parameters specified in an aggregate query. You can add afilter syntax to the aggregate query to limit the values used in an aggregation.

The following query example provides the number of Cases created for each asset that is associated withan enterprise.

{{host}}/Cases.svc/Cases?$apply=filter(Asset/EnterpriseName eq 'E2EEDISON ENTERPRISE')/groupby((Asset/AssetName),aggregate(Id withcountdistinct as CNT_CASEID

{ "@odata.context": "https://apm-odata-latest.run.aws-usw02-pr.ice.predix.io/Cases.svc/$metadata#Cases(Asset(AssetName),CNT_CASEID)", "value": [ { "@odata.id": null, "CNT_CASEID": 4, "Asset": { "@odata.id": null, "AssetName": "PV System #2 SEGMENT" } }, { "@odata.id": null, "CNT_CASEID": 2, "Asset": { "@odata.id": null, "AssetName": "Schindler APM Asset" } }, { "@odata.id": null, "CNT_CASEID": 37, "Asset": { "@odata.id": null, "AssetName": "TS Asset Type1" } }, { "@odata.id": null, "CNT_CASEID": 3781, "Asset": { "@odata.id": null, "AssetName": "TS Asset V2 Type1" } }


]}

COUNT (DISTINCT) Support

The Count Distinct operation allows you to obtain a distinct count on any property of an entity. The countaggregation function can be used on the primary key. The OData microservice supports the COUNTDISTINCT function in the queries, using ?$apply=aggregate(<PropertyName> withcountdistinct as <alias>)GET {{host}}/Cases.svc/Cases?$apply=aggregate(AssetId with countdistinctas Assets)

{ "@odata.context": "$metadata#Cases(Assets)", "value": [ { "@odata.id": null, "Assets": 25 } ]}

Note: If you have permissions on multiple tenants, the response will contain one entry per tenant. GET{{host}}/Cases.svc/Cases?$apply=aggregate(AssetId with countdistinct asAssets)

{ "@odata.context": "$metadata#Cases(Assets)", "value": [ { "@odata.id": null, "Assets": 25 }, { "@odata.id": null, "Assets": 15 } ]}


Chapter

5Cases Release NotesTopics:

• Second Quarter of 2020• First Quarter of 2020• Fourth Quarter of 2019• Third Quarter of 2019• Second Quarter of 2019• First Quarter of 2019• Fourth Quarter of 2018• Third Quarter of 2018• Second Quarter of 2018• First Quarter of 2018


Second Quarter of 2020

Release Date: June 26, 2020This topic provides a list of product changes released for this module on this date.

Table 2: Enhancements and New Features

The following enhancements and new features have been added.

Description Tracking ID

To maintain consistency with the naming conventions of GE Digital APM, the URL for the OData

microservice has been changed as follows:

Old URL New URL

https://odata-alerts-cases<domainprefix>.int-app.aws-usw02-pr.predix.io/

Cases.svc

https://apm-odata-alerts-cases<domainprefix>.int-app.aws-usw02-pr.predix.io/

Cases.svc

US410673

To improve the security, reliability, and scalability when delivering email messages, Amazon

Simple Email Service (Amazon SES) is now used as the email delivery system for case

notifications. You will now receive the case notifications from [email protected].

US407060

You can now create a Cost Benefit Analysis for a case to analyze the cost that your organization

avoided by resolving the case. The Cost Benefit Analysis appears in the form of a Cost Benefit

Analysis Report in the CBA Dashboard module. To facilitate this enhancement, the COSTBENEFIT ANALYSIS section has been added to the <Case ID> page.

F51225

Table 3: Resolved Issues

The following issues, which existed in one or more previous versions, have been resolved.


Previously, when you attempted to export large number of cases to a PDF file, the export

intermittently failed. This issue has been resolved. Now, when you select more than ten cases, a

message appears indicating that you cannot export more than ten cases at a time.

DE133497

Previously, if the administrator added a new category of cases for a tenant, in the

INTERPRETATION section of cases, the newly added category did not appear in the Categorydrop-down list. This issue has been resolved.

DE129225

Table 4: Known Issues and Limitations

The following known issues and limitations exist.



When you attempt to export multiple cases to a PDF file using the Export PDF Report option in

the Bulk Actions drop-down list box, the export may fail if more than eight analyses or ten

charts are associated with one of the selected cases. Additionally, the export may fail if a chart

associated with a case contains data of more than one month or if the network connectivity is

poor.

DE133497

Release Date: May 1, 2020This topic provides a list of product changes released for this module on this date.




You can now assign a case to a user group. This allows any user in the group to act on the case. To

facilitate this enhancement, the Group option has been added to the Assign Case window.

F49917




Previously, when you applied a filter set to the cases, and then navigated back to the Cases

module, the filter set that you applied was not retained and only the unclaimed cases appeared.

This issue has been resolved.

DE131918

Previously, when you assigned a case to a user, the user sometimes did not receive any

notification about the assignment. This issue has been resolved.

DE131400

Previously, when you updated a case, the subscribers of the case did not receive any email

notifications even though their email addresses were not blocked or restricted from receiving

notifications. This issue has been resolved.

DE131384

First Quarter of 2020

Release Date: March 27, 2020This topic provides a list of product changes released for this module on this date.





You can now filter an aggregation based on the filter parameters specified in the aggregate query. US389003

You can now modify or delete the case filters available in baseline GE Digital APM. To facilitate

this enhancement, the following options now appear when you select next to a filter in the

Filter Cases window:

• Overwrite: Allows you to modify the filter.

• Delete: Allows you to delete the filter.

US380548

Fourth Quarter of 2019

CasesThis topic provides a list of product changes released for this module on the specified dates.

Release Date: December 13, 2019




When you assign a case to a user, the user now receives an email that contains the link to the

case.

F48376

Release Date: October 29, 2019




Previously, when you generated a PDF report for a case that contained SmartSignal charts, the

report did not contain the charts. This issue has been resolved.

DE121201

Release Date: October 21, 2019




You can now add advanced filters to filter cases based on multiple parameters, save filters, and

set them as favorites for quick access by adding it to the module navigation menu.

F46275

Table 11: Known Issues and Limitations

The following known issues and limitations exist.



The following baseline filter sets are not available in the Cases module navigation menu.

However, they are available in the drop-down list box in the page header of a case details page or

cases grid.

• My Cases

• Open Cases

• Awaiting Cases

• Closed Cases

• All Cases

Note: This issue is not applicable to legacy Predix APM.

None

In the legacy Predix APM environment, if you apply a filter set to cases, the setting is persistent

until you close the Cases module. When you access the Cases module again, the UnclaimedCases filter set is selected by default.

None

Third Quarter of 2019

CasesThis topic provides a list of product changes released for this module on the dates listed below.

Release Date: September 27, 2019




The following enhancements have been made to the Cases OData service:

• Filter Cases based on the Asset permissions.

• Filter Cases based on limited visibility filtering permissions.

• FieldValue and AuditLog for CASES_ODATA entities added.

F47045

Cross-tenant support for queries has been added to the Cases OData service. F47044

While linking alerts to a case, you can now search for the alerts using asset and alert details.

Additionally, you can now remove the linked alerts from the case details page.

F46499

If you export cases that contain Analysis or Evidence charts to a PDF file, the charts now appear

in the exported PDF.

F44080

Release Date: August 13, 2019


The following issues that existed in one or more previous versions have been resolved.



Previously, when you closed a case, the alerts related to the case were not marked Processed.


DE116756

Release Date: July 26, 2019




Previously, if your preferred time zone was not Coordinated Universal Time (UTC) or Site Local,

when you attempted to download the PDF report of a case, an error occurred intermittently. This

issue has been resolved.

DE114375

Previously, if you had added an analysis template to a case, and then saved the analysis template

as an evidence, the Evidence section of the PDF report for the case did not contain the analysis

chart. This issue has been resolved.

DE114374



Release Date: June 28, 2019




For collaborative analysis of a case, you can now easily share the case with other users or user

groups by sending an email notification with the link to the case. To facilitate this enhancement,

the Notify User button ( ) has been added to the details section of a case.

F44281

For a better analysis of a case, you can now add an analysis template to the case so that you can

save it as one of the data points.

F44077





Previously, in a cases grid, when you attempted to change the cases filter set, the loading symbol

appeared, however, the list of cases for the selected filter set did not appear in the grid. This issue

has been resolved.

DE109676

Previously, when you filtered the cases grid by a case, the filtered list contained duplicate records.


DE108723

Previously, in a cases grid, the grouped column selection persisted until a first-time user grouped

the columns in a cases grid for one of the cases filters set. This issue has been resolved.

DE107402

Previously, for a first-time user, the cases did not appear in the cases grid even though the GE

Digital APM application indicated that the cases were being loaded. This issue has been resolved.

DE107396

Previously, if a note was added to a case, the Timeline view of the case did not contain any

information about the note being added to the case. This issue has been resolved.

DE103410

Previously, in a cases grid, the Asset Alias column appeared blank. This issue has been resolved. DE100785

Release Date: April 22, 2019




You can now group columns in a cases grid to organize data for easy access. F34245

Table 18: Limitations

The following limitations exist in this release.


For security reasons, you cannot share a case report from the GovCloud environment. US337829

You cannot sort grouped columns in a cases grid. NA



Release Date: March 29, 2019





You can now refresh the cases inbox, cases grid, and case details to view the latest information. F41109

You can now release the claim from a case that you own. The case can belong to the same tenant

or another tenant.

F38744




Previously, in a cases grid, the Asset Alias column was blank. This issue has been resolved. DE100785

Previously, if your user name was modified, when you updated the Notes or Evidence section of

a case, the user details in these sections still contained your previous user name. This issue has

been resolved.

DE94606

Previously, you could not change the state of a case that belonged to another tenant. This issue

has been resolved.

DE94595

Previously, you could assign cases to an administrator of another tenant even though the

administrator did not have the permission to access cases. This issue has been resolved.

DE94443

Previously, if you ingested cases from an external source, the Created On field for each case

contained the date when the case was ingested instead of the date on which the case was

created. This issue has been resolved.

DE92236

Table 21: Known Issues

The following issues are unresolved in this release.


The comments that are added to the Recommendations section of a case are not saved.

Note: This issue is not applicable to legacy Predix APM.

DE44506

Release Date: February 08, 2019




The generated PDF report for a case now contains the Notes section of the case. US312894

The charts in the Analysis and Evidence sections of a case now appear as images in the

generated PDF report.

US275488


The following issues are unresolved in this release.



If an analysis or evidence of a case contains multiple cards, only the charts of the first card

appear in the generated PDF report.

DE100856

Export of case details to a PDF file may take may take up to five minutes. NA

When you export the details of multiple cases to a PDF file using the Bulk Actions menu,

analysis charts in the Analysis and Evidence sections of a case does not appear in the

generated PDF report.

NA

Release Date: January 23, 2019




Previously, if a Closure Code or Status was available in the case configuration file of your tenant,

but the code or status was not available in the case configuration file of another tenant, when

you attempted to select the Closure Code or Status for a case that belonged to the other tenant,

an error occurred. This issue has been resolved.

DE96086

Fourth Quarter of 2018


Release Date: December 14, 2018



You can now share a report of a claimed case that belongs to the same tenant through an email. F40658

Now, when you update and save an analysis for a case, the analysis chart is attached as an

evidence in the Evidence section of the case.

F38432

In your current tenant, you can now edit the selected fields of General Visibility cases of a shared

asset that belongs to a shared tenant.

F37330

In your current tenant, you can now view the General Visibility cases of a shared asset that

belongs to the shared tenant.

F37329




Previously, in the Cases grid, the show or hide columns selection was not persistent. This issue

has been resolved.

DE91299

Previously, if the time zone in the My Preferences page was set to Site Local, and if you

attempted to access cases in grid view, no results appeared even though cases existed. This issue

has been resolved.

DE89864

Previously, when a case was created for a site for which you did not have access permission, you

still received an email notification. This issue has been resolved.

DE84212

Previously, you could not add a note to an existing case. This issue has been resolved. DE84170

Previously, when you attempted to create a PDF report of cases, an error occurred. This issue has

been resolved.

DE82042

Previously, while creating a case, you could select an asset in the Create a Case window only if

you had access to All Resources. This issue has been resolved.

DE81727

Previously, when you attempted to access a case of an asset that belonged to another tenant, it

failed to load intermittently even though you had access to the asset. This issue has been

resolved.

DE78709



If cross-tenant sharing is enabled, when you generate a PDF report from the Cases grid view in

which the columns are sorted, the columns other than the Created On column do not appear as

per the sorting in the PDF file.

DE96102

If you generate a PDF report for more than 50 cases and download the report, the cases

information is distributed and appears in two PDF files instead of one.

DE96100

When you attempt to select a Closure Code or Status that is not configured for a case that

belongs to another tenant, an error occurs.

DE96086

If the cross-tenant sharing is enabled, and when you export cases to a CSV file, the export

process takes longer than expected.

DE95117

While creating a case, in the Select an asset window, you can even select the tenant to which

the asset belongs.

DE94712

If the name of a user is updated, and when the user adds a note and evidence to a case that

belongs to another tenant, the old name appears instead of the updated name in the Notes and

Evidence sections.

DE94606

You can assign a case to an Administrator who does not have permission to access Cases. DE94443

You cannot link an alert to a case that belongs to another tenant. DE94363

Limitations

• Even though you have access to assets and enterprises of another tenant, for the cases to appear inthe inbox and grid view, you must have access to at least one asset of the same tenant to which youbelong.


• The Events section in the Asset Instance page does not display cases that belong to another tenant.• At a time, you should not access cases from more than five tenants. Doing so may degrade the

performance of the GE Digital APM application.• When a user updates a case that belongs to another tenant, you will not receive any email notification

about the change even though you have subscribed to the case.

Third Quarter of 2018

Alerts and CasesThis topic provides a list of product changes released for this module on the dates listed below.

Release Date: September 21, 2018


Note Tracking ID

You can now extract Alerts and Cases data using data extraction service. US286600

US286597

A Limited Visibility case will be available as a linked case for an alert if you have the View Limited

Visibility Cases permission. Otherwise, only General Visibility cases will be available.

US275166

To enhance security, you can now set the visibility of a case to limited, provided you have the

Cases or Edit Case Detail permission along with View Limited Visibility Cases permission. To

facilitate this change, the following visibility icons are provided in the Case Details page:

Icons Indication

Limited Visibility

General Visibility

US275152

US275146

You can now filter Alerts based on multiple Asset IDs and multiple Asset Site Names. US189402

US189398

US189385


Note Tracking ID

Previously, when you selected an Alert Inbox filter and navigated away from the page and then

returned to the page, the page name showed the top-most Alert Inbox filter name. This issue has

been resolved.

DE84430

Previously, when you exported cases and if a case name contained a comma, the corresponding

row in the exported file did not appear in the correct sequence. This issue has been resolved.

DE84244

Previously, when you attempted to add a note to an existing case, an error occurred. This issue

has been resolved.

DE84170


Note Tracking ID

Previously, you could not create an alert even though you had the Manage Alerts and View

Limited Visibility Alerts permissions. This issue has been resolved.

DE83594

Previously, you could not assign an alert to a user who had one of the following permissions:

• Manage Alerts

• Manage Alerts and View Limited Visibility Alerts


DE83587

Previously, when you attempted to export cases in bulk, an error occurred. This issue has been

resolved.

DE81617

Previously, in the Case Details page, a few cases were not displayed intermittently. This issue has

been resolved.

DE81395

Previously, when you created multiple cases for a single site, duplicate entries of the site

appeared in the Select an asset window. This issue has been resolved.

DE81011

Previously, if you did not have the Cases permission, the Linked Cases column was not available

in the Alerts grid. This issue has been resolved. Now, the Linked Cases column is available if you

have the View Alerts permission.

DE80538

Previously, in the heading, when you selected a case type, the corresponding page did not appear.


DE79745

Previously, you could not filter alerts by multiple statuses. This issue has been resolved. DE72270

Previously, if an alert name contained /, you could not access the alerts details page. This issue

has been resolved.

DE70834

Previously, in Alerts Asset Hierarchy, the Enterprise and the Site name was displayed incorrectly.


DE68817

Previously, if the SmartSignal alert template description exceeded the maximum character limit,

the alerts failed to load. This issue has been resolved.

DE63392


Note Tracking ID

While creating a case, if you do not have access to All Resources, you cannot select an asset. DE81727



Alerts and CasesThis topic provides a list of product changes released for this module on the dates listed below.

Release Date: June 29, 2018


Note Tracking ID

You can create a case from multiple alerts using Bulk Actions so that you can group similar alerts

together for an incident.

US187104

US187103

You can now add a link in the case details so that you can open and access these link from the

case and view the details.

US251249

The cases are now displayed in tabular format as a grid unless you have selected the Inbox view. US251226

You can now select the Case Inbox or Grid view as your preferred view. US251227

You can now export selected cases using an API. US255782

You can now add a web address to the Evidence section. US251254

You can now delete the web address that you have added in the Evidence section. US257092

The alerts are now displayed in tabular format as a grid unless you have selected the Inbox view. US251222

You can now set the Alert Inbox or Grid view as your preferred view. US251223


Note Tracking ID

Previously, you were unable to fetch cases using an API. This issue has been resolved. DE71228

Previously, in the Cases grid view, when you sorted the cases by the Case ID, the last two rows

were missing. This issue has been resolved.

DE71735

Previously, even if a field had not been modified, you would have received an email notification.


DE64461

Previously, when you attempted to create a case with the name of a case that contained more

than 100 characters, an error occurred. This issue has been resolved. Now, you can create a case

with a case name of up to 255 characters.

DE75187

Previously, if the name of the case contained more than 100 characters, the case name was not

displayed. This issue has been resolved.

DE75188

Previously, even when you updated the same value for an entry in a case, an email notification

was sent. This issue has been resolved.

DE71269


Note Tracking ID

Previously, when you had attached an image in the evidence, the Linked Alert email notification

was sent. This issue has been resolved. Now, only if you link an alert to a case, the Linked Alert

email notification will be sent.

DE79275

Previously, if the case name contained # symbol, you could not open an alert from the Evidence

section of a case. This issue has been resolved.

DE69179

Previously, when you had attached a file to a case, you would have received severity updated

notification in addition to attachment added notification. This issue has been resolved. Now,

when you attach a file to a case, you will receive only the attachment added notification.

DE68314

Previously, from the Alerts grid view, when you attempted to access the Alerts Details page, the

page did not open if the alert name contained slash (/) symbol. This issue has been resolved.

DE70834

Previously, when you attempted to access the Alerts Details page from the linked alerts, the page

did not open if the alert name contained /, ?, \ symbols. This issue has been resolved.

DE70857

Previously, you could claim alerts owned by other users. This issue has been resolved. DE66255

Previously, in the Alert Details page, the timestamp in the First Occurrence and Last occurrence

fields were incorrect. However, in the Grid view, the timestamp was correct. This issue has been

resolved.

DE68547

Release Date: April 27, 2018


Note Tracking ID

In the previous release, the email notification on Alerts and Cases included only a link to the Alert

and Cases details. Now, the email notification includes a link and the following details:

• User Name

• Asset Name

• Asset ID

• Asset Site Name

• User Action

N/A



Alerts Templates and Cases Templates Release Notes for March 30, 2018This topic provides a list of new and updated product features that are available for this release. It alsoprovides a list of resolved and known issues in this version of Alerts Templates and Cases Templates

Release Information

Module Name Alerts Templates

Cases Templates

Release Date March 30, 2018

Documentation Build Date March 22, 2018

What's New or Changed in This Release

This section outlines the new product features that are available for this release

• Users with administrator privileges can now view the audit logs for Alert Templates and CaseTemplates in the Audit Log Management page.


Documents

Cases - General Electric...when Cases is selected is Unclaimed. Note: In Legacy Predix APM, Cases are displayed in a queue using filters that can be applied from the left navigation