Daily Workflow

Overview

This chapter gives a 15-minute daily routine that finds the most important problems and confirms yesterday's fixes.

Run the daily review

1. Open Dashboard and choose Overview. Find the site and the server with the lowest health (see Find the worst site and server).
2. Choose Action View. Check the Errors count and the Monitoring sensors line for anything down.
3. Open the largest group under Top Errors or Problem Templates (see Triage the Action View).
4. On the Issues page, narrow the list and open the first object (see Investigate an issue).
5. Trace the cause with the Dependency Graph and Change History tabs.
6. Fix the cause in the PI System, then confirm the fix with Check health or wait for the next scan (see Confirm a fix).
7. Suppress only what is accepted, with a reason and, if useful, an expiry.

Habits that save time

• Fix the source, not the symptom. A PI Vision display error is often caused by an AF Attribute, which is often caused by a missing PI Point.
• When many elements fail the same way, open AF Templates: one template fix repairs every derived element.
• When a healthy object suddenly fails, check Change History first.
• Operators: check Needs attention on the Scanning page once a day, so stale results do not hide new problems.