¶ 1. Introduction
¶ 1.1 What Are Assets?
Within the Pulse platform, the term “asset” refers to any critical piece of equipment or machinery used across industrial facilities such as power plants, oil and gas installations, thermal plants, and process manufacturing units. Typical examples include turbines, compressors, boilers, pumps, fans, and mills. These assets require continuous monitoring of their health, performance, and maintenance requirements to ensure safe and efficient operation.
¶ 1.2 Purpose of the Asset Monitor Module
Industrial operations depend heavily on the continuous availability of machinery. Unplanned breakdowns can lead to significant operational losses, safety risks, and unplanned maintenance costs. The Asset Monitor module provides a centralized dashboard that allows maintenance and operations teams to evaluate the health of every asset on site from a single screen, so that attention can be focused on the assets that need it most.
The module draws on real-time sensor readings and historical trends to help teams:
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Monitor asset health in real time and identify potential failures before they occur.
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Classify assets by risk level so that the most urgent issues are addressed first.
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Track incidents and maintenance history for every asset.
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Plan and schedule preventive maintenance activities.
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Improve overall operational efficiency by reducing downtime and extending asset life.
The module evaluates parameters such as temperature, vibration, current, and flow/pressure. Because these readings naturally fluctuate — for example, a bearing’s temperature will vary with time of day, operational speed, and ambient conditions — the Asset Monitor module applies analytics over time so that genuine deterioration can be distinguished from normal, everyday variation.
¶ 2. Accessing the Asset Monitor Module
To open the Asset Monitor module:
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Log in to Pulse using valid credentials.
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On the left-hand navigation panel, select the Advanced section.
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Select Asset Monitor from the Advanced menu.
The user is then redirected to the Asset Monitor page, which is the primary landing screen for the module.
Figure 1. Asset Monitor page — shown here for a unit before any assets have been added
When no assets have yet been configured for the selected unit, the page displays an “Assets: 0” count together with an illustration and the message “No assets found.” An Add new asset button is provided directly on this screen so that the first asset can be created without delay.
¶ 3. Asset Monitor Dashboard Overview
The Asset Monitor dashboard is the central screen for reviewing the condition of every monitored asset. Its main controls, arranged along the top of the page, are described below.
¶ 3.1 View Toggle: System / Equipment
Two toggle buttons, System and Equipment, let the user switch between viewing assets grouped by the overall process system or by individual equipment items. The active view is highlighted in blue. Clicking on “Equipment” gives the detailed information of the assets.
¶ 3.2 Asset Count
The total number of assets currently in view is displayed at the top left of the page, for example “Assets: 153.” This figure updates automatically as filters are applied or as assets are added or removed.
Figure 2. Asset Detail
¶ 3.3 Group By
The Group By control, located at the top right of the page, determines how the asset list is organised. By default, assets are grouped by Asset Health, which places every asset into one of the health categories described in Section 4. There are more ways to group the Asset- by unit, system, status or category.
Figure 3. Group By filter
¶ 3.4 Filter
The funnel-shaped Filter icon opens a panel in which the asset list can be narrowed down by criteria such as Unit, Asset Category, or System, and sorted or grouped according to the selected options. After the desired criteria have been entered, selecting Apply updates the list; selecting Clear All removes any filters that are currently applied.
Figure 4. Filter details
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¶ 3.5 Date Selector
A date field with an accompanying calendar icon is displayed at the top right of the page. It shows the date for which asset health data is currently being displayed and allows the user to select a different date.
Figure 5. Date Selector
¶ 3.6 Add New Asset
The blue “+” icon in the left navigation rail, and the Add new asset button shown on an empty dashboard, both open the Add an Asset window described in Section 5.
Figure 6. Add new Asset
¶ 4. Asset Health Categories
When the dashboard is grouped by Asset Health, assets are organised into three collapsible categories, each identified by a coloured indicator and a count of the assets it contains.
¶ 4.1 At Risk
Identified by a red indicator, the At Risk category contains assets whose health indicators suggest an upcoming failure or significant degradation. These assets require immediate attention from the maintenance team to avoid unplanned shutdowns.
¶ 4.2 Review
Identified by a yellow indicator, the Review category contains assets that are showing early signs of a developing issue. These should be checked proactively so that they do not progress into the At Risk category.
¶ 4.3 Healthy
Identified by a green indicator, the Healthy category contains assets that are operating within their normal parameters. No immediate action is required, although continued monitoring is recommended to maintain optimal performance.
¶ 4.4 Expanding a Category
Click the category name to expand the list of assets it contains or collapse it to save screen space. This is the primary way to move between the At Risk, Review, and Healthy sections — for example, a user who wants to see everything in Review simply selects the Review heading to expand that list.
Figure 7. The three Asset Health categories on the dashboard — At Risk, Review, and Healthy
¶ 4.5 Information Shown for Each Asset
When a health category is expanded, each asset is listed as a row containing the following information:
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Asset name — the identifying name or tag of the asset, for example “Mill-B.”
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Risk indicator — a circular (donut) chart showing the asset’s current risk percentage.
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Trend sparkline — a compact line chart showing the recent trend of the asset’s monitored readings.
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Status strip — a row of small coloured segments (fault trees) giving an at-a-glance view of recent health status over time with green indicating healthy, orange indicating deviation and red indicating critical.
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Task count — where applicable, a badge showing the number of open tasks linked to the asset (for example, “2 Tasks”).
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Since — the date and time from which the asset has held its current risk status.
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Last Update — how long ago the asset’s data was last refreshed (for example, “Last Update: 5 hrs”).
¶ 4.6 Risk Score and Trend Details
Hovering the pointer over an asset’s trend sparkline displays a tooltip showing the exact date and time of the point under the pointer together with the risk score recorded at that moment (for example, “Dec '27, 18:00 — Risk score: 32.2”). Selecting the risk percentage/donut indicator itself navigates to that asset’s risk score details page for a closer look at how the current score was derived.
Figure 8. Hovering over the trend sparkline shows the exact timestamp and risk score; selecting the donut (boxed at left) opens the risk score details page
¶ 4.7 Quick Actions on Hover
Hovering the pointer over an asset row on the dashboard reveals a set of quick-action buttons — Create Task, Report failure, and Actions — in place of the row’s Since/Last Update details. This allows a task to be created, a failure to be reported, or the asset to be edited or deleted directly from the dashboard, without first opening the asset’s detail screen. These are the same actions available from within the asset detail screen (see Section 6.2).
Figure 9. Hovering over an asset row reveals inline Create Task, Report failure, and Actions buttons; the Tasks badge (boxed at left) is selectable to open the associated tasks
¶ 4.8 Opening Task Details
Selecting the Tasks badge on an asset row (for example, “2 Tasks”) navigates to the task list associated with that asset, where the individual tasks can be reviewed.
¶ 5. Adding a New Asset
New assets are added through the Add an Asset window. This window can be opened either from the “+” icon in the left navigation rail or from the Add new asset button shown on an empty dashboard.
Figure 10. Adding new Asset
¶ 5.1 Source and Asset Selection
At the top of the Add an Asset window, the following fields are completed first:
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Source — select the origin of the asset data, for example Equipment.
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Unit — select the unit to which the asset belongs from the Select unit drop-down list.
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Equipment Category — select the equipment category from the Select Equipment drop-down list.
¶ 5.2 Select Modules
The Select Modules section allows specific monitoring modules to be enabled or disabled for the asset, each using a Yes/No toggle. The modules available are:
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Vibration Analysis
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RUL (Remaining Useful Life)
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Sootblowing
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Combustion
Once a unit has been selected, the Type of sensors available panel on the right-hand side of the window lists the sensors that are available for that unit. If no sensors are available for the selected unit, the panel displays “No data available for selected unit.”
Figure 11. Add an Asset window — Source, Unit, Equipment Category, and Select Modules
¶ 5.3 Name-Plate Details
The Name-plate details section (expandable using the + / – control) captures the manufacturer information for the asset:
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OEM — the name of the Original Equipment Manufacturer.
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VFD — whether the asset is fitted with a Variable Frequency Drive (Yes/No).
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Commissioned on — the date the asset was commissioned.
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Last overhaul on — the date of the asset’s most recent overhaul, if applicable.
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Motor KV — the motor’s rated voltage.
Figure 12. Add an Asset window — Name-plate details available
¶ 5.4 Type of Lab Reports Available
This section records which laboratory reports are available for the asset, each set with a Yes/No toggle:
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Oil analysis (Nash Value, moisture, viscosity, metallic impurities)
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Thermography
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Vibration spectrum
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Audio sample
Figure 13. Add an Asset window — Type of lab reports available
¶ 5.5 Blacklist Tags and Version
The Blacklist tags field allows specific parameters to be excluded from health analysis by selecting them from the Select parameter drop-down list. The Version field records the version identifier associated with the asset configuration.
¶ 5.6 Saving the Asset
Once all relevant fields have been completed, selecting Save adds the asset to the platform. The new asset is initially listed under the Healthy category until an incident occurs, at which point it is re-classified according to its updated risk level. Selecting Cancel closes the window without saving any changes.
¶ 6. Viewing Asset Details
Selecting any asset row from a health category on the Asset Monitor dashboard opens the Asset List detail screen for that asset. A back arrow and the label Asset List at the top left of the screen allow the user to return to the dashboard.
¶ 6.1 Asset Header
The header area at the top of the detail screen repeats the key information shown on the dashboard row for the selected asset: its name, current risk percentage (with donut indicator), trend sparkline, status strip, the date and time since which the current status has applied, and the time of the last data update.
¶ 6.2 Header Actions
Three actions are available at the top right of the detail screen:
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Create Task — opens the new task window, described in Section 14.
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Report failure — opens the report a shutdown window, described in Section 15.
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Actions — opens a menu with Edit and Delete options, described in Section 13.
¶ 6.3 Detail Tabs
Below the header, the detail screen is organised into five tabs: Process, History, PM, KPI, and Attachments. Each tab is described in the sections that follow.
¶ 7. Process Tab
The Process tab, selected by default when an asset is opened, displays a timeline view of every monitored tag/parameter for the asset.
Along the top of the tab, the following controls are available:
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Zoom in / Zoom out icons — adjust the level of detail shown on the timeline.
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Expand icon — enlarges the timeline view.
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Show Failures checkbox — toggles the display of failure events on the timeline.
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Time Window drop-down — sets the period shown on the timeline (the default is 30 Days).
A search box beneath these controls allows the tag list to be filtered by name. The left-hand column lists each monitored tag/parameter together with a percentage figure indicating its current deviation, alongside a short severity bar. The corresponding area of the timeline, on the right, displays coloured segments for each date on which that tag deviated from its expected range, with the colour and density of the segment reflecting the severity of the deviation.
Figure 14. Process tab, showing the tag list, deviation percentages, and timeline for the selected asset
¶ 8. History Tab
The History tab lists every recorded event for the asset. Four filter tabs at the top of the screen — All, Incident, Task, and Failure — each display a count in parentheses and can be selected to filter the list to that event type. A search box is also provided at the top right of the tab.
The event table displays the following columns:
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Description — the name of the incident, task, or failure record.
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Type/Labels — the category of the event, for example Incident.
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Last Update / Active Time — the start and end date/time of the event, together with its total active duration.
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Status — the current status of the event, for example Closed.
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Occurrences — the number of times the event has recurred.
Figure 15. History tab, listing incident records with their active time, status, and occurrence count
Selecting a row in the History tab opens the corresponding incident record, from which the user can view further details, add observations, or report a failure.
¶ 9. PM Tab — Automation Rule Builder
The PM (Preventive Maintenance) tab is used to define automation rules that trigger preventive maintenance tasks and notifications for the asset. Opening the rule builder from within the PM tab presents three sequential steps.
Figure 16. PM tab rule builder, showing the Where/When/What steps and the live rule Preview panel
¶ 9.1 Step 0 — Where Should This Happen?
This step defines the scope and targets of the rule:
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Rule name — a descriptive name for the rule.
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Source — the data source the rule applies to, for example PM.
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Target — the object the rule acts on, for example Assets.
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Scope — the specific scope to which the rule is limited, selected from the Select scope drop-down list.
¶ 9.2 Step 1 — When Should This Happen?
This step defines the conditions that trigger the rule. Selecting the + icon in this section allows the first condition to be configured; the panel initially displays the prompt “Let’s start with your first condition!” until a condition has been added.
¶ 9.3 Step 2 — What Should Happen Next?
This step defines the actions that are carried out once the rule’s conditions are met, such as notifying a specified team. Selecting the + icon in this section opens the configuration for the first action.
¶ 9.4 Rule Preview
A Preview panel on the right-hand side of the screen shows a live, plain-language summary of the rule as it is being built, expressed as an IF / DO statement (for example, “IF [conditions] → DO Then notify to [target]”). Until the required fields have been completed, the panel displays “No conditions set” and “No targets selected,” and the Rule Status is shown as Incomplete.
Once the rule name, source, target, scope, at least one condition, and at least one action have all been provided, the rule can be saved using the Save button. Selecting Cancel discards the rule being created.
¶ 10. KPI Tab
The KPI tab presents the same list of monitored tags as the History tab, alongside a long-range timeline of occurrences for each tag. The toolbar provides Zoom in / Zoom out and Expand icons, a Show failures checkbox, and a Time Window drop-down. The Time Window options are 1 Year, 6 Month, 3 Month, 30 Days, and 7 Days, allowing the occurrence pattern to be reviewed over a range of historical periods.
The timeline itself can span several calendar years, with individual markers plotted against each tag row to indicate the dates on which that tag registered an occurrence.
Figure 17. KPI tab, showing selectable time windows and the multi-year occurrence timeline for each tag
¶ 11. Attachments Tab
The Attachments tab stores supporting files for the asset, such as data sheets, images, or analysis reports. An Upload button is available at the top right of the tab. If no files have yet been added for the selected unit, the tab displays the message “No attachments configured for this unit” together with a second Upload button.
Figure 18. Attachments tab, shown here with no attachments yet uploaded for the selected unit
Selecting either Upload button opens a file browser from which one or more supporting files can be selected and attached to the asset.
¶ 12. Recommended Diagnostics Panel
For an equipment category showing an active deviation, a Recommended Diagnostics panel can be opened as a slide-over on the right-hand side of the screen. The panel is titled with the name of the equipment category concerned (for example, “Idf-A”) and lists the diagnostic findings associated with it.
Figure 19. Recommended Diagnostics panel, with the feedback icons and the close/collapse icon highlighted in red for reference
The Recommended Diagnostics table displays the following columns:
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Order — the rank of the diagnostic finding, with 1 being the most significant.
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Tags — the specific monitored tag(s) associated with the finding; each tag is shown with its display name and, beneath it in smaller grey text, its underlying tag code.
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Root Cause — the likely root cause identified for the finding, for example “ID Fan Current High.”
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Recommendations — a recommended corrective action, where one has been generated (shown as “–” if none is available).
Each row also includes thumbs-up and thumbs-down icons so that a user can give quick feedback on the usefulness of that recommendation.
A close/collapse icon at the top right of the panel (next to the equipment name) dismisses the slide-over and returns the user to the underlying screen.
¶ 13. Editing or Deleting an Asset
From the Asset List detail screen, selecting the Actions button (clicking on 3 dots) at the top right opens a menu with two options:
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Edit — reopens the asset’s configuration so that its details, modules, name-plate information, or lab-report settings can be updated.
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Delete — permanently removes the asset from the platform.
Figure 20. Actions menu, showing the Edit and Delete options
A confirmation step should be expected before a deletion is finalised, as is standard practice for irreversible actions; users should confirm they intend to delete the correct asset before proceeding.
Selecting Edit opens the Edit asset window, which uses the same layout as the Add an Asset window described in Section 5, pre-filled with the asset’s existing Source, Unit, Equipment Category, Select Modules, Name-plate details, Type of lab reports available, Blacklist tags, and Version. Any field can be changed and saved using the Save button, or the changes can be discarded using Cancel.
Figure 21. Edit asset window, pre-filled with the asset’s existing configuration
¶ 14. Creating a Task
Selecting Create Task, whether from the Asset Monitor dashboard (Section 4.7) or from within an asset’s detail screen (Section 6.2), opens the New task window. The following fields are available:
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Task name — a descriptive name for the task.
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Assignee — the person the task is assigned to, shown as an avatar.
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Due date — the date by which the task should be completed (shown as “No due date” until one is set).
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Make recurring — a link that configures the task to repeat on a schedule.
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Equipment — the equipment the task relates to.
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Add subtask — adds one or more sub-tasks beneath the main task.
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Site and Unit — the location the task belongs to.
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Team — the team responsible for completing the task.
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Status — the current status of the task.
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Priority — the priority level of the task.
Figure 22. New task window, showing the task name, assignee, due date, recurrence, equipment, site/unit, team, status, and priority fields
Selecting Create task saves the task, which then appears under the Upcoming Tasks tab for the assigned team.
¶ 15. Reporting a Failure or Shutdown
Selecting Report failure from the dashboard (Section 4.7) or from an asset’s detail screen (Section 6.2) opens the Report a Shutdown window. The following fields are available:
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Title — a descriptive title for the report.
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Type — Planned (“a scheduled pause for system maintenance or improvements”) or Unplanned (“an unexpected pause in normal operations”).
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Site and Unit — the location affected.
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Source and System — the source of the shutdown/failure and the system affected.
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System Instance — the !(/asset_monitor/image19.png)specific instance of the system involved.
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From and To — the start and end date/time of the shutdown or failure.
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Root cause analysis — a written explanation of the underlying cause, where known.
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Attach File — supporting files such as data or graph files can be attached using the paperclip icon.
Figure 23. Report a Shutdown window, showing the Title, Type, Site/Unit, Source/System, From/To, and Root cause analysis fields
Selecting Report submits the report to the relevant unit and team, where it is then listed in the asset’s History tab.
¶ 16. Key Features Summary
| Feature | Description |
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| Health Monitoring | Colour-coded classification of every asset into At Risk (red), Review (yellow), or Healthy (green). |
| Risk Scoring | A percentage-based risk score and trend sparkline for each asset, with a hover tooltip and a click-through risk score details page. |
| Quick Actions on Hover | Create Task, Report failure, and Actions available directly from a dashboard row on hover, without opening the asset detail screen. |
| Equipment & Unit Details | Asset name, associated unit, and equipment type displayed throughout the module. |
| Incident Tracking | A complete History of incidents, tasks, and failures, each with status and occurrence counts. |
| Preventive Maintenance Rules | A rule-based PM builder that defines trigger conditions and follow-up actions such as team notifications. |
| KPI Trending | Long-range, selectable-window view of tag occurrences for trend analysis. |
| Recommended Diagnostics | A slide-over panel listing ranked diagnostic findings, root causes, and recommendations, with thumbs-up/down feedback. |
| Attachments | Storage for supporting files such as data sheets, images, and analysis reports. |
| Task Management | Creation of tasks and sub-tasks, with assignment, scheduling, recurrence, priority, and status tracking. |
| Asset Administration | Ability to add, edit, or delete assets, including their sensors, modules, and name-plate data. |
Together, these capabilities allow maintenance and operations teams to detect developing issues early, prioritise their response, and maintain a complete record of asset condition and maintenance activity over time.