What are Insights?

At a high level, insights are collections of information which are generated from faults, alarms and other sources like equipment sensors, integrations with a BMS or other 3^rd party applications, or even the results from an inspection. Rules are configured to prioritize the urgency of insights so your team can respond accordingly, priorities are also color-coded for quick identification (Red-Urgent, Orange-High, Yellow-Medium, Blue-Low). Essentially, these act as flags to potential issues with equipment in your building that may require investigation, repair, or replacement.  

This information allows teams to make critical business decisions when it comes to equipment and building operations, and if needed create tickets for further investigation or repair work that may be required. 

Accessing Insights

Users can access insights from multiple areas from their platform, however the insights that are displayed will vary slightly, these areas include:

• The main Insights area
  • This area displays all insights the user has access to
• Site View of the building dashboard
  • This area only displays the open insights for the selected site
• New Explorer
  • This area displays the open and historical insights for the searched and selected twin
• Classic Explorer
  • This area displays the open and historical insights for the searched and selected twin

For the purpose of this article, we'll focus on the insights access from the main insights area, to access this area:

1. Click the menu button
2. Click the Insights menu option

By default the list of insights here will be those from the user's default (or favorite) site. Depending on the permissions enabled by your administrator, users that have access to more than 1 site have the option to view insights across all sites or by individual site.

• For users who do not have Portfolio access, but do have access to more than 1 site, they can view insights only for selected sites
  • From the building drop-down field at the top of the screen select the site to view insights for
• For users with Portfolio access, they can view insights from all sites at once or by individual site
  • To view insights for all sites at once
    • From the building drop-down field at the top of the screen select the All Sites option
      • In the list of insights below, a Site column will appear, indicating which site the insight applies to
  • To view insights for individual sites
    • From building drop-down field at the top of the screen select the site to view insights for

Reviewing, Linking Tickets, and Closing Insights

The main insights area divides the list of insights across 3 main tabs that also follow the workflow of how users will interact with the insights, these include Open, Acknowledged, and Closed.

• Open - are insights that have been generated but have either not been reviewed or have been linked to a ticket, where the ticket still remains open (this will have an in progress status)
• Acknowledge - are insights that have been reviewed but deemed that no further action needs to be taken at this time
• Closed - are insights that have been linked to a ticket and the ticket has been closed

Search and filter options are available on the left side of the screen to filter larger lists of insights when looking for specific insights across any of the 3 tabs mentioned above. By default, the list of insights in each tab will be sorted by priority, however this can also be changed by clicking on any of the column headings displayed in the tabs.

Reviewing Open Insights

As just mentioned, open insights are those which have been generated from faults, alarms, other integrations with 3rd party applications, or inspections results, which have not yet been reviewed or had actions completed.

Users can review the details of an insight by clicking on it from the list. In the window that opens users can see data fields including: Priority, Summary, Insight Type, Source, Description, Dates, and the Asset Name for the piece of equipment the insight was generated from. Please note, these fields cannot be edited or deleted. 

Also here, users may see a mini time series view that can display a view of the historical sensor readings to provide context on any potential issues. When needed, users can modify the selection of data that is being displayed as well as the reporting period they are looking at.

To change the data selection

1. Click the Current Selection drop-down field
2. Click the eyeball icon to turn data points on/off (green colored icons indicate actively displayed data points)

To change the reporting date

1. Click one of the pre-set date options in the top left of the time series graph
2. Or, click the calendar field to set a custom date range as needed

If further analysis of this time series data is required or to compare against the readings from other assets, click the Go To Time Series button to go to that area in the platform. For more information on Time Series, please see the time series user guide article. 

Across the top of the window, users will have 3 buttons that can be clicked depending on what the deem as being the next step.

1. Acknowledge 
   1. Click this button to indicate the insight has been reviewed and no further action needs to be taken. This will move the insight to the Acknowledged tab
      1. Note: once acknowledged, an insight cannot be edited or re-opened, but users can still interact with the time series graph, if applicable
2. Investigate 
   1. Click this button to go to the 3D floor view, the system will zoom in over the asset associated with the insight. From here users can review the asset details including its historical insights and tickets (if there have been any in the past)
   2. Additional, users can use the Capture and Add Insight buttons in the main tool bar to take screen shots to add to the insight details if they feel there is additional information being displayed that will provide more context and information
      1. Capture allows users to grab a screen shot, as well as edit and mark up the image as needed
      2. Add Insight allows users to select the insight they wish to add the captured screen shot to
3. Create Ticket 
   1. Click this button to create a ticket and link the insight with the ticket, this process will pull some of the insight information into the ticket details

Linking Tickets

As just discussed, clicking the Create Ticket button when reviewing an open insight will link the insight to a new ticket. Tickets are used by organizations to provide users with the information they need to investigate and repair or replace malfunctioning equipment.

When clicked, a new window Ticket window will open automatically populating some ticket data fields with information from the insight, this includes: the Floor, Asset, Priority, Summary, Attachments (if uploaded) and Description. These and the remaining data entry fields can be edited as needed, then click Save Ticket to complete the creation of the ticket. For more information on Tickets, please see the ticket user guide articles.

Closing Insights

Insights that have been linked to tickets will remain on the Open tab with an In Progress status. Once the ticket linked to the insight has been closed, the insight will automatically close and transition to the closed tab. Users still have read rights to closed insights, including interacting with time series graphs (if applicable), however closed insights cannot be edited or re-opened. 

Note: the insight interactions discussed apply to the other areas of the platform where insights can be viewed from, including the building dashboard, asset details from the 3D floor view, or the investigations area.