How to Review Alerts and Turn Them Into Action

Review and triage

Alerts surface conditions that deserve attention; they should not become a second inbox nobody trusts. Open Alerts and start with items tied to safety, compliance, critical assets, customer impact, or active downtime, then overdue work, PM exceptions, meter thresholds, and recurring lower-severity signals. Identify the facility, asset, or workflow involved before acting.

Resolve through real action

Inspect the linked asset, work orders, PM schedules, meters, readings, and recent activity. Then choose one clear outcome:

• create or update a work order
• assign or reschedule work
• add or correct a meter reading
• tune a threshold or adjust a PM schedule
• escalate to a supervisor or support
• document why no action is needed

Clearing an alert without addressing the cause trains the team to ignore it.

When to escalate

Escalate when the same alert keeps returning, multiple users are affected, the issue points to a broader route or data problem, or it suggests a customer-impacting failure. Include the alert type, facility, asset, severity, when it started, what you checked, and the action you expected.