KPI Reference Groups

In Data Acquisition, a bar shown at the bottom of each primary equipment tile provides a visual indication of the key performance indicators (KPIs) configured for that type of equipment. When you hover the mouse over a button on the KPI bar, the details of the KPI are shown.

A red button on the KPI bar indicates the fact that the equipment unit is under-performing. In other words, the key performance indicator (Production Rate for example) has fallen short of target.

For any KPI on the KPI bar, you can click the mouse to select the KPI and display a graph which shows a history of KPIs for that equipment unit.

This topic describes how to configure the KPIs in Reference Edit. There are three steps:

1. Deploy the KPI reference data if it has not already been deployed.
2. Define the specific KPIs that will be used on-site.
3. Apply the KPIs to units of equipment.

In the following example, queue, load time and production rate KPIs will be defined for an Elphinstone 2900 bogger.

Elphinstone 2900	KPI
Average Queue Time	3
Average Load Time	3
Production Rate	4300

Deploy the KPI reference data

Most sites will already have this reference data deployed. If this is not the case:

1. In Reference Edit, select Other Actions | Deploy Reference Data on the navigation pane header.
2. In the Deployment dialog, select Configuration Items | Equipment | Equipment KPI and Equipment KPIType.

   

3. Click OK to save your settings. The equipment KPI reference data groups will be visible in the navigation pane.

Define KPI Types

1. In Reference Edit, go to Groups | Configuration Items | Equipment | EquipmentKPIType.

2. Click Checkout on the header.

3. Click the New Equipment KPI Type option on the header. When defining a KPI Types please use codes from the table, description can be any:

Code	Description
AVGLOADTIME	Average Load Time
AVGQUEUETIME	Average Queue Time
LOADEREFFICIENCY	Loader Efficiency
PRODRATE	Production Rate

Define KPIs

1. In Reference Edit, go to Groups | Configuration Items | Equipment | EquipmentKPI.
2. Click Checkout on the header.
3. Click the New Equipment KPI option on the header. When defining a KPI some or all of the following attributes can be defined:

   Attribute	Description
   KPIType	Select the KPI that is appropriate from a list of KPI types.
   Measure	Select the KPI unit of measure.
   SecondaryModel	KPIs are targets for primary equipment to achieve. If applicable, define the associated secondary equipment model.
   KPI Target	Enter the target value. Target values are compared with actual values.

4. To define the Queue Time KPI, select the following:

   Option	Select
   General
   Code	ELPH29AVGQTIME
   Description	Elph 29 Average Queue Time
   Abbreviation	Elph 29 Average Queue Time
   Attribute
   KPIType	Average Queue Time
   Measure	Not required
   SecondaryModel	Not required
   KPI Target	3

5. Click OK to save your settings.
6. To define the Load Time KPI, select the following:

   Option	Select
   General
   Code	ELPH29SAVELOAD
   Description	Elph 29 Average Load Time
   Abbreviation	Elph 29 Average Load Time
   Attribute
   KPItype	Average Load Time
   Measure	Not required
   SecondaryModel	Caterpillar 774
   KPI Target	3

7. Click OK to save your settings.
8. To define the Production Rate KPI, select the following:

   Option	Select
   General
   Code	ELPH29PRODRATE
   Description	Elph 29 Production Rate
   Abbreviation	Elph 29 Production Rate
   Attribute
   KPItype	Production Rate
   Measure	Tonne
   SecondaryModel
   KPI Target	4300

9. Click OK to save your settings. You have finished defining KPIs.
10. Select Checkin on the toolbar.

Define KPIs for an equipment model

For example, Elphinstone 2900:

1. In Reference Edit, go to Groups | Configuration Items | Equipment | EquipmentModel.
2. Click Checkout on the header.
3. Double-click on Elphinstone 2900 in the list of equipment models.
4. Specify the following attributes in the Properties dialog:

   Option	Select
   KPI1	Elph 29 Average Queue Time
   KPI2	Elph 29 Average Load Time
   KPI3	Elph 29 Production Rate

5. Click OK to save your settings.
6. Click Checkin.
7. Click Publish on the navigator header.

KPIs have been applied to all Elphinstone 2900 boggers.  In Data Acquisition, thosee KPIs will be visible in the Loaders and Trucks panel: