For each collection element, you can specify that Quality initiates an action based on the quality data that you collect. The condition that you specify and the resulting action comprise an Action Rule. Action Rules are evaluated and executed during the quality data collection process. For example, eAM enables you to specify that a Work Order is created automatically, based on certain conditions of the asset, determined by the quality data collected. The Action Rule is defined within the collection plan definition.

   To set up work request triggers:

1. Navigate to the Collection Plans window.

2. Select a valid Collection Plan. To create a new collection plan, See: Creating Collection Plans.

3. In the Quality Collection Elements region, select the collection element to create an action rule for. Choose Actions.

4. In the Action Rules region, enter the Sequence number for the action rule. See: Action Rule Sequencing.

   The sequence number establishes the order in which action rules are evaluated as data is collected. The sequence number can be from 0 to 99999.

5. Select the Condition that must be met to invoke the action. For example, when the brake pad thickness wears to less than .2, a Work Request is automatically created. See: Query Operators.

6. Choose either Value or Spec Limit to specify the evaluation method.

   Value: If you choose Value, as quality data is collected, the action rule is evaluated using the results value and the value entered. If you have defined a list of values for the collection element, you must choose a value from this list. If you have not defined a list of values for the collection element, you can enter any value.

   Spec Limit: If you choose Spec Limit, as quality data is collected, the action rule is evaluated using the quality results value and either the specification limit target value (collection element level), the upper or lower user-defined range limits, or the upper or lower specification range limits. Specification limits are defined at the collection element level.

   Spec Limits can be used to define action rules that evaluate numeric results.

7. If the selected Condition requires a range of values, enter both the From and To value. If the selected Condition requires a single value, enter the From value.

   Note: Some conditions (for example, is entered and is empty) do not require values.

   If you have chosen the Values, and a list of values has been defined for the collection element, you can select values from this list. If you have not defined a list of collection element values, you can enter any value. See: Defining Collection Element Values.

8. In the Actions this Rule Invokes region, select Create a Maintenance Work Order or Create a Maintenance Work Order.

9. In the Action Details region, enter a Message to Display or Log for this Action. See: Message Actions.

   If the selected action requires a status code, enter the status code in the Action Details region. See: Application Specific Actions.

10. Save your work.