Operations analytics overview

Operations analytics turns the data recorded in the shift log into numbers, charts and reports — with no one copying anything into Excel. What the shifts write down every day (readings, operating modes, events) shows up here: monthly availability, production trends, shift comparisons — and all of it as a PDF, by email, on a schedule.

The module is a separate, paid add-on. If you don’t see “Analytics” in the menu, the screen says so plainly: “The Analytics module is not enabled.” — your recorded data is kept either way, and once the module is enabled the history shows up immediately, retroactively.

Why it exists

Keeping the shift log asks for work from the shifts — every day, every shift. This module is where that work pays back: the other modules collect data, this one consumes it.

Zero new process. Nobody needs training, and there is no waiting weeks for “enough data to accumulate”: the module computes over all past periods on the day it is enabled, because a metric is computed from the diary at display time — not from pre-stored numbers.
One shared namespace. The module does not care where a number came from: diary element fields, meter-reading chain differences, events and classified operating modes are all the same kind of datapoint. Whatever has become a datapoint can go into a formula — you can analyse anything against anything, not just the built-in availability template.

What it consists of

Overview (dashboard)

A view built from tiles: a big number (KPI), trend, table, ranking, calendar, scatter. You can build a tile from any diary datapoint — the built-in availability view is just one template among many possibilities.

Calculated metrics

Ratios, specific values or differences derived from existing metrics (for example production / energy use). With a live preview, computed retroactively as well.

Recipes

Classifying operating modes into layers (mechanical · operational · external cause) — this is what produces layered availability (MA · OA · OSF).

Export

Any metric, any period, with selectable resolution and breakdown (shift, plant) — as CSV or Excel. A frequently used setup can be recalled as a saved export.

Scheduling

The selected view goes out as a PDF by email on its own — daily, weekly or monthly. The “Dispatch log” shows afterwards when, to whom, and exactly which PDF went out.

PDF view

What you see on screen becomes a document in one click: the same numbers, from the same source.

Permit reports

When the Permit-to-Work module is switched on as well: the permit report by two dimensions with drill-down to the permits, the concurrency page, permit breakdown tiles, a ready recipe, and the company and person card.

What it looks like

A tile is more than a number: the target, the change against the previous period and the small trend line (sparkline) together tell you whether you are on track:

A KPI tile: the metric's monthly value, target bar, change against the previous period, and a sparkline — A KPI tile: under the big number, the target bar (is it met?), the change against the previous period, and the layered availability rows.

The trend tile shows the same metric over time — the resolution follows the page’s period (year → monthly, month → daily):

A trend tile: the metric over sub-periods, as a bar chart — Daily production trend for one month. “Open source” on every tile takes you to the diary rows behind the number.

Who can do what

Viewing analytics:view — opening views, numbers and the PDF.
Managing analytics:manage — editing shared views, setting metrics and targets, scheduling, export. You can build a personal view with view access alone.

Your admin assigns these permissions to roles; if a tab doesn’t appear for you, this is the most common reason.

The site filter and the view picker

On the Overview, the “Site: All ▾” filter chooses whose data is combined (by default every site you can access; a site you cannot access never enters the total). Company-wide views show that combination — ratios are computed from the totals, not as an average of the sites’ ratios — while a site view runs on its own site and the filter is locked there. The view picker groups views by Personal / Shared and company-wide / site; the built-in “Sites overview” is the former “All sites” view. With view-only access, “Create personal view” lets you build a view only you can see. (The site picker that used to sit at the right end of the tab bar is gone: the filter lives in the Overview’s and the Permit report’s own filter bar; Export has its own site picker; the settings pages — Dashboard editor, Calculated metrics, Scheduling — do not switch sites but list every item you can reach, grouped by scope, and you pick the scope when you create a new one.)

The period bar and the open site filter: sites with checkboxes, Select all, Apply — The “Site: All ▾” filter: tick the sites whose data the page should combine, then **Apply**. With none ticked, every site is shown.

The open dashboard picker: shared dashboards grouped as company-wide and per site, the built-in Sites overview first — The picker groups: company-wide views first (with the built-in “Sites overview”), then the site views per site. Personal views, if you have any, sit in their own “Personal” group.

The built-in Sites overview: the selected sites combined, then a per-site chart and site cards — The built-in “Sites overview”: the selected sites combined at the top, then per site — a site card opens that site’s details.

The Analytics tab bar is split in two. On the left are the viewing tabs: Overview · Permit report (when the Permit-to-Work module is on as well) · Photos (see Browse photos) · Export. On the right is the “Settings ▾” menu, containing: Dashboard editor · Calculated metrics · Scheduling · Recipes · Classification. The menu is shown only to people who can manage analytics (analytics:manage); with view-only access you see a clean four-tab bar (the Permit report tab also needs ptw:view — without it the bar has three tabs). The articles in this section refer to these pages as “the Settings ▾ menu”. Changing settings needs the manage permission even if you know a page’s address.

On a phone (a narrow screen) the viewing tabs collapse into a single picker: the left end of the bar shows the current tab’s name with a ▾ — tap it to switch between Overview, Permit report, Photos and Export. The “Settings ▾” menu stays in place as a gear icon. When the tabs fit (e.g. on a tablet), you see the usual tab bar. While you scroll the Overview, only the period stepper and the site filter stay pinned at the top; scroll back up for the day/week/month/year switch and the quick periods.

The Analytics tab bar: Overview, Permit report, Photos and Export on the left, the open Settings menu on the right — The viewing tabs on the left, the open “Settings ▾” menu on the right: Dashboard editor · Calculated metrics · Scheduling · Recipes · Classification.

You can also jump over from the Permit-to-Work list: the “Analyze” button in the list header opens the Permit report. It appears only when both modules are on and you hold both the analytics and the permit view permissions.

Why does the number differ from the old Excel report?Two ways of counting outages that span a period boundary — and why ours is the more accurate one.

Break permits down: the permit reportBy company, plant or type — with drill-down to the permits.

Permit metrics on the dashboardThe ready recipe, the permit breakdown tile and what the metrics mean.