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MachinesConfigure a Machine

Configure a Machine

Complete or refine a machine setup through the machine configuration tabs.

Goal

Adjust how a machine is identified, monitored, measured, and interpreted by the platform.

Before You Begin

Administrators responsible for machine setup quality.

  • Roles: Admin
  • Entry points: /machine/config, /machine/:id/config

Begin on the Machine Configuration page.

Preconditions

  • The machine already exists, unless the user is creating one through the new-machine route.

Steps

Open the machine configuration page for a new or

Open the machine configuration page for a new or existing machine.

Review the Basic Information tab and confirm the

Review the Basic Information tab and confirm the machine identity, hall, and shift group.

Configure energy monitoring

Configure energy monitoring if the machine supports it.

Set ratings

Set ratings so dashboards can compare live results against target expectations.

Define timeline ranges and timeline rules

Define timeline ranges and timeline rules so machine states are interpreted consistently.

Adjust feature settings where the platform exposes

Adjust feature settings where the platform exposes machine-specific analytical thresholds.

Save changes on each tab before leaving it

Save changes on each tab before leaving it.

Decision Points

  • Which tabs matter for the specific machine.
  • Whether a change is foundational setup or an analytical fine-tuning step.

Expected Result

The machine behaves correctly across monitoring, reporting, alerting, and planning views.

Common Problems and Edge Cases

  • Some tabs stay unavailable until the machine exists.
  • Unsaved tab changes can be lost if the user navigates away too early.

Use these page links to move laterally through the platform and keep context as you go.