Compliance limits

Key Points to Using Limits

Set up limits for fields in workflows specific to asset classes and accounts.
Easily identify data outside of those limits for each month and receive reports.
Set up more detailed limits and reports through Google Reporting.

Detailed Description of Limits

Compliance limits are a collection of upper and lower bounds against any number field in a workflow. Each limit is against a specific number field in a workflow class, with a limit collection consisting of all limits for that workflow against a specific asset class in a specific account.

A limit can be one of four types:

Daily - a limit against any individual work order.
Weekly Average - a limit that compares the value of a field in an individual work order against the average of the value of that field in every work order for that week.
Monthly Average - a limit that compares the value of a field in an individual work order against the average of the value of that field in every work order for that month.
Monthly Geometric Mean - a limit that compares the value of a field in an individual work order against the geometric mean of that field in every work order for that month.

Of these limit types, only Daily limits are reflected in the Data Input Manager. All other limits are included in API calls used to create Google Reports or other reports using our API (see Reporting with Google for more information on Google Reports).

Each limit is a comparison between the value of the field and another value entered in the limit, with the comparators being greater than, greater than or equal to, les than, or less than or equal to. Each limit collection can only have one upper (greater than, greater than or equal to) and one lower (less than, less than or equal to) limit per field.

Each limit also is against a specific date range. Multiple limits can be set against the same field, either upper or lower, so long as those limits' date range do not overlap.

Viewing and Creating Limits

Quick Steps to Viewing Limits

Select the Compliance tile from the Landing Page or the navigation menu.
In the top-right dropdown, select Limits.
Select an Account.
Select an Asset Class you would like to view in that Account.
Select the Workflow you would like to see limits from.

By default no selections are made when navigating to Limits, but your selections will persist on future navigation to Limits. Once a workflow is selected, all limits against that asset class and workflow combination for that account will show. Limits are sortable and filterable based on the headers in the limits table. You can see the audits against a limit’s history by selecting the dropdown on an individual limit and selecting History.

Quick Steps to Creating Limits

Select the Compliance tile from the Landing Page or the navigation menu.
In the top-right dropdown, select Limits.
Select an Account, Asset Class, and Workflow to see the limit collection against the workflow class for asset classes in that account.
In the top-right of the limits table, select Add Limit.
Select a field to create a limit against, enter all required fields (limit type, comparator, value, start date, and end date), then select Save.
To edit a limit, select the dropdown on an individual limit and select Edit.

Security Rights Required: Edit Limits

Using Limits

There are several ways limits can be used to view data entered on a work order that are out of compliance.

Data Input Manager

In the Data Input Manager, any value is flagged red if it is in or out of range of a daily limit for the date range it is scheduled within. Any value without a limit for its date range is flagged as yellow once a value is entered.

Compliance Violation Daily Report Email

Once a day, an email is sent to stakeholders on a workflow if any newly-entered data within the past day is outside of daily limits on those fields.

Google Reporting/API

Along with all of the other information returned to Google via our API, all limits for the appropriate date range are also returned in, including Daily, Weekly Average, Monthly Average, and Monthly Geometric mean. These values can then be used in building out your reports (see Reporting with Google for more information on Google Reports).