Insights - Overview

Overview

At a high level Insights are collections of information, these are typically faults, alarms and other pieces of information which are automatically generated from multiple sources such as: sensors connected to the equipment that operate a building, integrations with a BMS or other 3rd party applications, or the results from an Inspection.

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. 

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Insights can be viewed from multiple areas within your WillowTwin, including the:

  • Dashboard
  • Insights tab
  • Inspections tab
  • Floor Viewer (2D or 3D floor views)

Dashboard Insights

The dashboard provides a quick snapshot into the current status of your building. On the left is the 3D model of your building, some floors may appear with a yellow, orange or red color. This color coding indicates the priority of insight which has been generated by one or more pieces of equipment on that floor.

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If there are multiple insights on a floor, the highest priority color will be the color of the floor

To the right is a small Insights panel that lists the open insights for an identified period. From here users can see some basic details related to the insight, including:

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  • A summary, which includes the asset name and sensor triggering the insight
  • Floor
  • Occurred date

A mini menu bar in the panel allows users to filter the insights displayed by:

  • Priority
  • Type (or source)
  • Date

Insights tab

The Insights tab in the menu bar at the top of the screen is the main area to view and work with all insights. From here, insights are organized into tabs representing different life cycle states: Open, Acknowledged and Closed.

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Open Insights

This tab will list all insights which have been generated from faults, alarms, other integrations with 3rd party applications, or inspections results, which have not yet been reviewed or actioned, these will appear in the Open status. Any insights which have been linked to a Ticket, but the ticket is still being actioned and has not been closed, will appear in the In Progress status.

To acknowledge an Open insight from this list

  1. Click the box to the left of one or more insights
  2. Click the Acknowledge button at the top of the list, alternately, click into an insight and click the Acknowledge button in the top left

Acknowledged Insights

The Acknowledged tab lists all insights which have been acknowledged as described above. A user should acknowledge an insight when they have reviewed the details and determined that no further action, such as creating a ticket, is required.

Closed Insights

Closed insights are those which have been linked to a Ticket, and where the ticket has been actioned and is now closed. As described above, insights linked to Tickets which are still open, will appear as In Progress, but once the ticket has been closed, then the insight will be transitioned into a Closed status as well and moved to the Closed tab.

Users can create multiple tickets for the same insight; when this occurs, all tickets must be closed to transition the insight into the closed status.

Filtering the list of insights on each tab is also possible, users can use a search field at the top of the filters panel to narrow the list, or use the filter options just below which include:

  • Priority
  • Source
  • Type
  • Date

Inspections tab

As mentioned earlier, insights can be generated from the results of an inspection. When a user clicks on the Inspections tab in the menu bar at the top of the screen, they will then see an Insights button just below. Clicking this button will display the same view as described in the Insights tab section of this article just above; but the insights listed on these tabs will only be the insights generated via an inspection.

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Floor Viewer (2D or 3D floor views)

When users are looking at either the 2D or 3D floor view, insights can be viewed in a couple of ways depending on the floor mode. 

2D Floor view

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When viewing the 2D floor view, users may see insights appear on the floor plan view, as indicated by a color coded banner naming the asset (pictured to the right).

Clicking on an insight from this view will open the asset details window on the right, and the menu bar on the far right, where users can click Insights button to review the insight details.

 

3D Floor view

From the 3D floor view, users may see insight information for selected assets. Users must first search for and select an asset, then from the menu bar on the far right, click the Insights button to review the current insight details for that asset. The History menu option will display a list of all closed Insights and Tickets.

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Reviewing an Insight

Clicking on an insight from the list on any of the areas described above will open a window on the right displaying the full insight details, dates associated with the insight, and the asset the insights was generated from. 

At the bottom of the window is a Time Series section that allows users to take a quick look at the historical operational data for the piece of equipment, this can be used to perform a more thorough analysis of the potential issue. There is also a Time Series button to take users to the full Time Series feature, with the full suite of options that feature offers for a deeper analysis of data if needed.

Insights which are Open can be actioned by users; when clicked to open the insight details, they will see 3 buttons at the top of the window for performing an action:

  • Acknowledge
    • When a user clicks the acknowledge button on an insight, they are indicating the details have been reviewed but no further action is required
  • Investigate
    • Will take the user to the floor viewer where they can review asset details and other information related to the asset
  • Create Ticket
    • Allows users to create a ticket, which also links the insight and ticket together. Via the Command mobile application users can then review and action tickets assigned to them to complete any repair work or other actions as needed

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To close the Insight details window, click the X in the top left corner, or to navigate to another Insight, click the Prev or Next buttons also in the top left.

 

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