About the relationship matrix

The relationship matrix associates Cause codes with Classifications and Effects for Downtime or Energy events. This can be done directly at a given location or with Equipment types.

When the operator selects a location for a given Downtime or Energy event, the list of available cause codes and their associated classifications is automatically filtered to only those associated with that location.

Relationship matrices reduce the opportunity for inaccurate information to be recorded, because:

• The operator selects a cause that is relevant to the equipment and location, and

• Operators cannot makeup new causes, or use different terminology each time they fill in a downtime record.

This makes data analysis far more dependable because you use consistent information across the entire operation for statistical and comparative purposes.

The majority of cause codes are associated with generic Equipment types through the relationship matrix; however, after a generic equipment type is assigned to an individual piece of equipment in your project hierarchy, you can add other cause codes and classifications to that individual piece of equipment. To do this, modify the relationship matrix on the individual equipment rather than in the equipment type; conflicts are not created.

Note: You cannot delete causes or classifications assigned by equipment types. The equipment type relationships are marked with a blue lock and edits are disabled.

Related topics

• System configuration

• Configuration items

• Add or delete a relationship in the relationship matrix

• View the relationship matrix for a location