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Preventive maintenance

How should a plant escalate condition monitoring alerts into maintenance decisions?

A useful alert workflow connects validated measurements to operating context, asset consequence, investigation ownership and an explicit work decision.

Confirm the measurement before escalating

Check sensor health, timestamp, units, sample rate, recent calibration, instrument location and data gaps. Compare with baseline, operating load, speed, temperature and process transitions. A spike during startup should not be judged against a steady state baseline without context.

Use asset specific thresholds

Build alert criteria around known failure mechanisms and equipment operating envelopes. Combine absolute limits, rate of change and corroborating measurements where appropriate. Document threshold ownership and review frequency. Do not treat every advisory alert as an automatic work order.

Assign a graded response

Define advisory, investigate and urgent action categories with expected response times and escalation roles. An urgent condition may require operations to apply an approved operating procedure before maintenance can investigate. The decision must remain with authorized personnel.

Connect evidence to a work request

Capture tag and asset IDs, time window, trend snapshot or source link, operating state, suspected failure mode, confidence limitations and recommended diagnostic steps. Link the request to the correct CMMS equipment record and keep the raw evidence accessible to reviewers.

Close the feedback loop

After inspection or repair, record the actual finding, test results, work performed and whether the alert was useful. Use false alarms and missed detections to tune thresholds, improve sensor placement or change the inspection strategy.

Example: variable speed fan

A vibration alert occurs during a low speed transition. The analyst checks speed dependent spectra and process state before recommending work. A sustained rise at stable speed with matching bearing temperature prompts a targeted inspection rather than an immediate unsupported bearing replacement.

Implementation checklist

Apply site specific procedures, manufacturer requirements, applicable regulations and authorized engineering judgment before changing operating or maintenance practices.

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