Creating Survey Periodsand Printing the SurveyPeriod Report

Literature Number PM-AN128

Creating a new survey periodYou will find it very quick and easy to create a survey period. Click on SURVEYPeriod in the tree and click the New survey period icon, select File, New surveyperiod, or right click on the tree and select New survey period.The following dialog box will appear.

The New survey period dialog box

You must first give the survey period a name.

Next, select the Start Date and End Date fromthe drop down calendar. Notice that today’sdate is highlighted.

Start/End Date Calendar

Finally, add the machines on a survey period. Select the Tasked Machine List tab andadd the machines. You have two ways to add machine to the list.

Click on this icon to add the selected plant, area or machine to the survey period.

The two methods are as follows:1. Click this icon to add the selected plant, area or machine to the survey period If you click on a plant, area or machine in the tree while the dialog box is displayed, and click the red ‘plus’ icon in the top right of the dialog box, the selected items will appear in the survey list below. For example, if you select an area, all of the machines in the area will be added to the survey.

2. You can drag a plant, area or machine from the main tree to the survey list. If you drag a plant or area, all of the machines in that plant or area will be added to the survey.

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In this example, a name June 2001 has beenentered, and the area FANS was dragged tothe Tasked Machines List (the same resultwould have been achieved had the same areabeen selected and the plus ‘+’ icon been clicked).

NOTE: You may not include machinesfrom multiple plants on theTasked Machine List.

Survey period during creation

Removing machines from the survey period

Click this icon to remove the selected machine from the tasked machine list

If you add a machine to the tasked machine list that you now wish to remove, simply selectthe machine in the list and click the minus ‘-‘ icon. As you would expect, these machinesare not deleted, they are simply removed from the Tasked machine list.

Click to remove all machines

If you click the delete icon, all of the machines will be removed from the tasked machine list.

Additional dialog box optionsYou will notice that there are a number of menu items and icons on the toolbar. Theseoptions all help to further edit and create the survey. The options at this dialog are commonto all of the design dialogs, and are described in the section “Design Screen Mechanics” inthe manual.

The Save icon will save your changes

When you have completed the survey period, you can either press the Save icon to save thesurvey and remain in design mode, or you can select the Save and Exit icon to save thechanges and exit.

Once you have created a survey period, it can be easily edited or copied. You may select thesurvey to edit or copy by clicking the “VCR” buttons on the toolbar, or by clicking on thedesired survey in the tree.

Editing a survey periodEditing a survey period is very similar to creating the survey period in the first place. Thereare three ways to select the survey period to be edited:

Press Open to edit the survey period

1. Select the survey period in the tree, then click the Open (edit) icon.

2. Open the survey period create/edit dialog box (either by electing to create, copy or editthe survey), and then click on the survey period in the tree. This method is useful after youhave already created or edited another survey period and already have the dialog box open.

“VCR” buttons

3. As just described, except you can click on the “VCR” buttons on the toolbar to scroll through the survey periods in the database.

The Save icon

Once the survey period has been recalled,you may change the name and add or removemachines.

Click the Save icon, and the changes will beupdated in the database.

Editing a survey

Copying a survey period

Copy icon

To copy a survey period, either select the survey in the tree and press the Copy icon, or beginediting the survey period to be copied (i.e. bring it up in the survey period dialog box asdescribed in the previous section) and then press the Copy icon on the dialog box.

The Save Icon

NOTE: Once the survey period to be copied is in the dialog box, change the name of the survey and add or remove any machines, then click the Save icon.

Copying a survey period

Deleting a survey period

The Delete icon

To delete a survey, select the survey in the tree and click the Delete icon. You will bewarned that the survey will be deleted, however you will be reminded that the machines onthe survey are NOT also deleted.

Survey Period deletion warning

Printing survey period reportsThis report is used in conjunction with the Report Editor and is a comprehensivesummary of the results of machines on a survey period. This report is actuallymade up of three parts and when printed together they form a complete surveyreport. The individual reports are the “Cover and Table of Contents”,“Introduction and Vibration Test Procedure”, and the “Vibration Analysis Results”

Note: The machine selection criteria must be set to “Machines in survey period”to print the Survey Period Report.

When the month has ended and the Report Editor (see the section “Using theReport Editor” ) has been used to edit or confirm diagnosis, create work orders andadd notes, we can then use the Survey Period list as the source of machines for thesurvey period report.

This new report will note which machines have been tested or not tested and itwill cite the machines that need the most attention. Additionally, the reportcomes with a user editable cover and title sheet that provides information to theperson receiving the report in how to interpret the results. This report should behanded to the maintenance manager on a monthly basis so that he or she can havea quick summary of what machines have been tested or not tested and what repairsare warranted.

This new report is also useful for those who are conducting vibration analysis fora client as it allows the analysts to easily summarize the work accomplished andthe recommended repair actions.

Printing a survey period reportFirst, you must create a survey period. See the section “Creating a SurveyPeriod” .Next, review the expert system results for the machines on the survey period withthe Report Editor. See the section “Using the Report Editor” .

Finally, follow these steps to print the survey period report:

Open the Reports menu and select Print report . Select Machines in survey periodand use the combo box to select the appropriate survey period.

Generating a report dialog

Click on the Dates tab and ensure the start and end dates are correct as defined bythe survey period.

Generating a report – Dates tab

Select the Options tab and click the Browse button

Generating a report – Options tab

Double-click on the Reviewed Reports folder.

Double-click Reviewed Reports

Select any of the reports listed and click Open.

DLI Engineering253 Winslow Way W.Bainbridge Island, WA 98110800-654-2844206-842-7656Literature Number PM-AN128

Reviewed reports directory

Select the report you desire to print or check the box next to Generate all reportlisted to print all of them. Check the box next to Print preview to review thereport on-screen prior to printing.

Select the report(s) desired

Finally, press OK to print the report.