Thresholds¶
Define the min / max acceptable values for numeric measurements. Thresholds drive the red / amber / green highlighting technicians see when they enter a value on mobile.
Required role
Mapper or Admin.
Overview¶
A threshold is a range definition attached to a unit. When a task has a numeric field bound to a threshold, the mobile form highlights the value based on whether it's inside or outside the range:
- Green — inside range.
- Amber — at the edge of the range (if you configured soft limits).
- Red — outside the range.
Highlighting is advisory — the form still submits out-of-range values — but it's a strong visual cue for both the technician (who may retry) and the approving Supervisor.
Open the page¶
Configuration → Asset Setup → Thresholds.
Columns:
| Column | Meaning |
|---|---|
| Label | Descriptive — "Motor bearing temperature max", "Discharge pressure range". |
| Unit | From the Units master list. |
| Minimum | Lower bound. Blank if unbounded. |
| Maximum | Upper bound. Blank if unbounded. |
| Soft min / Soft max | Optional amber-warning bounds inside the hard range. |
| Active | On / off toggle. |
Create a threshold¶
- New threshold.
-
Fill in:
Field Notes Label Specific and self-explanatory. Unit Pick from Units. If the unit doesn't exist, add it there first. Minimum Optional hard lower bound. Maximum Optional hard upper bound. Soft minimum Optional — values below this but above Minimum highlight amber. Soft maximum Optional — values above this but below Maximum highlight amber. Description Optional internal notes. -
Save.
Using a threshold on a task¶
A threshold is referenced from a numeric field on a task:
- Open a task.
- Edit the numeric field.
- In the Threshold dropdown, pick the matching threshold.
- Save.
When the technician enters a value on mobile, the form colours the cell by comparing the entered value to the threshold's bounds.
Staged thresholds¶
The cleanest pattern for safety-relevant measurements:
- Hard limits (Minimum / Maximum) — values outside are a problem you want flagged red.
- Soft limits (Soft min / Soft max) — values close to the hard limit are a warning you want flagged amber.
- Between soft limits — value is green, no action needed.
For a motor bearing temperature where 60 °C is the designed ceiling:
- Minimum: (blank — temperatures below ambient aren't a realistic concern)
- Soft maximum: 50 °C
- Maximum: 60 °C
Readings < 50 °C → green. 50–60 °C → amber. > 60 °C → red.
Review cadence¶
Every 3–6 months, review threshold values against the actual distribution of readings in the reports. If you never see red, your thresholds may be too loose. If everything's red, they're too tight.
Things to watch for¶
Don't retroactively tighten thresholds and expect data to change
Changing a threshold affects future readings. Historical submissions carry the colour they had at submission time.
Start loose, tighten with data
For a new installation, start with loose thresholds. After a few months of real data, tighten progressively using the actual distribution as your guide.
Thresholds are unit-bound
A threshold in °C can't be applied to a field measured in psi. If you change the unit on a field, the threshold reference breaks until you re-assign.
Troubleshooting¶
| Problem | Fix |
|---|---|
| Technician sees red highlighting everywhere | Threshold may be too narrow — widen |
| No highlighting despite out-of-range value | Threshold may not be bound to that field; check task setup |
| Can't pick a unit | Add it in Units first |
Related topics¶
- Units — the measurement units thresholds reference.
- Asset Setup
- Task types
- Executing a task (mobile) — where the highlighting appears.