Corrective Actions

Overview

The Corrective Actions module enables automated workflows to ensure prompt response and traceability when temperature thresholds are breached by sensor devices. This system integrates deeply with the platform-as-a-service structure to allow dynamic, customized forms and operations triggered by sensor data.

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Step 1: Creating the Corrective Action Form

1.1 Purpose

This form is used to capture actions taken in response to sensor alerts. It combines telemetry data with predefined workflows to guide the user.

1.2 Using the Form Builder

• Start with the Form Builder.

• Use prebuilt templates where possible (e.g., Sensor Corrective Actions V2 PROD), or create a new form from scratch.

1.3 Include Sensor Data via API Tags

Add fields for:

• Device name, tag, label, and source

• Current temperature (iot.value, iot.valueprobe, iot.valueambient)

• Timestamps (iot.now)

• Recent historical readings (iot.prevhistories)

• Alert message (iot.message)

Use the iot.* tags in Field Tags under the API tab. Fields should be disabled for editing.

1.4 Corrective Action Inputs

Include components for:

• Predefined checklists (e.g., transfer food, close door, inform engineer)

• Alarm snooze selection (3h, 6h, 12h, 24h)

• Maintenance mode toggle

• Comments or remarks

• Optional image upload for evidence

• Optional digital signature

1.5 Navigation Link

Add a "Go to Device" button using iot.dashboardlink to let users access live sensor dashboards.

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Step 2: Configuring the Operation

2.1 Add to Work Area

• Navigate to the appropriate Work Area.

• Create a new operation (e.g., Sensors - Alerts & Actions).

• Assign the Corrective Action Form to this operation.

2.2 Required Settings

• Operation Mode: Must be set to Multiple instance.

• Manual Trigger: Disable (the system auto-triggers based on alerts).

• Expire: Define expiry (e.g., 24 hours). After this period, instances auto-close.

• Report View: Recommend Active Instances as default.

• Submission Table: Enable for review.

2.3 Public Access

To simplify submission:

• Enable Allow Public Submission.

• Disable login requirement via Public Settings tab.

• Share the provided public URL via email or WhatsApp.

2.4 UI Enhancements

• Configure Card Builder to display Device Name, Timestamp, Alert Message for a clear user dashboard.

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Step 3: Linking to Sensor Dashboard

3.1 Assigning the Operation

• As an Admin, go to the Sensor Dashboard.

• Open the Corrective Actions tab.

• Select the operation previously configured.

• Click Save to complete the assignment.

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Step 4: Runtime Behavior

4.1 Triggering Events

• Triggered automatically when threshold and delay are exceeded.

• Instance created with live data from the sensor.

4.2 User Interaction

• Users complete the form directly via notification link.

• On submission, the corrective action is closed.

4.3 Data Management

• All corrective actions are logged in the operation table.

• Exportable as Web Report, PDF, or CSV for audit and compliance.

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Summary

Corrective Actions is a powerful automation tool for managing sensor anomalies. With modular configuration, API data tagging, and real-time integration, it supports fast response, traceability, and compliance.

Always test form behavior and user permissions in a staging environment before full deployment to ensure a smooth and compliant rollout.