Measurements Setup

Use measurements to record asset condition or inspection values, display measurement history, and highlight readings that need attention. A complete setup connects four things:

1. Measurement units define how values are expressed, such as Hours, km, psi, or %.
2. Measurement types define the kind of value the user records, such as Value, Text, Date, Checkbox, or Dropdown.
3. Measurement groups decide which assets can use a set of measurement points.
4. Measurement points are the actual prompts users complete, such as Engine Oil Pressure, Tyre Condition, or Next Inspection Date.

Measurement rules are optional, but they are recommended for numeric readings because they control validation limits, alert text, colours, and severity badges.

Before you start

Make sure your user role has access to the measurement pages you need:

• Measurements > Readings to add and review readings.
• Measurements > Groups to create measurement groups and link points to them.
• Measurements > Points to create or maintain points directly.
• Measurements > Rules to configure alerting and validation rules.
• Measurements > Types to maintain measurement types.
• Settings > Measurement Units to maintain units of measure.

You should also confirm that the assets you want to measure already have the correct class, group/model, department, and asset system assigned. Samurai uses those asset details to decide which measurement groups and rules apply.

Recommended setup order

Follow this order when creating measurements from scratch:

1. Create the measurement units.
2. Create the measurement types.
3. Create the measurement groups.
4. Create or link measurement points.
5. Configure measurement rules.
6. Record and review readings.

1. Create measurement units

Measurement units are reused by measurement points and other Samurai records.

1. Go to Meters > Unit of Measure.
2. Select Add.
3. Complete these fields:
   • Unit Name: The display name, for example Kilometres, Pressure, or Percentage.
   • Unit Code: The short code, for example km, psi, or %.
   • Utilisation Unit: Turn this on only when the unit represents utilisation, such as hours or distance.
4. Select Save.

Use clear unit names and codes. Users see the unit when selecting measurement points, and consistent units make reports easier to interpret.

2. Create measurement groups

Measurement groups collect related measurement points and control which assets can use them.

1. Go to Measurements > Groups.
2. Select Add.
3. Complete the General tab:
   • Name: A meaningful group name, for example Daily Prestart, Hydraulics, or Tyre Inspection.
   • Description: Explain when or why users should record these readings.
   • Asset Classes: Select the asset classes that should use this group.
   • Asset Groups: Select the models/groups that should use this group.
   • Asset System: Select the asset system if the group belongs to a specific system.
   • Image: Add an optional reference image.
4. Select Save.

A group must be saved before you can add measurement points from the Measurement Points tab.

3. Create or link measurement points

Measurement points are the individual readings that users will record. You can maintain them from Measurements > Points, or add them while editing a group.

Option A: Add points from a measurement group

1. Go to Measurements > Groups.
2. Open the group you created.
3. Select the Measurement Points tab.
4. Use the Measurement Point selector to link an existing point, or choose + Add Measurement Point to create one.
5. Complete the point details:
   • Name: The user-facing prompt, for example Engine Oil Pressure.
   • Modifier Code: Optional extra context or variation for the point.
   • Description: Optional instructions for the user.
   • Measurement Unit: The unit displayed with the value.
   • Measurement Type: The input type, such as Value, Text, or Pass/Fail.
   • Task Code: Optional task code for maintenance context.
6. Select Save.

Option B: Add points from the points register

1. Go to Measurements > Points.
2. Select Add.
3. Complete the point details.
4. Select one or more Measurement Groups. A point must belong to at least one group.
5. Select Save.

The points register includes filters for group, type, and unit. Use these filters to check whether similar points already exist before creating duplicates.

4. Configure measurement rules

Rules define what counts as valid and what should be highlighted after a reading is recorded. Rules are configured per asset group/model and measurement point.

1. Go to Measurements > Rules.
2. Use the filters to find the required Class or Model / Group.
3. Select the asset group/model on the left.
4. Find the measurement point on the right.
5. Select the edit icon for that point.
6. Turn Active on if the rule should be enforced.
7. Configure the rule.
8. Select Save.

Numeric rule fields

For numeric points, Samurai shows a structured rule editor:

• Lower Limit and Upper Limit define the valid entry range. When a user records a reading outside this range, Samurai shows a validation message and prevents the value from being saved.
• Low Range, Mid Range, and High Range define how saved values are displayed.
• Each range has:
  • From and To values.
  • Colour for display styling.
  • Severity from Normal through Critical.
  • Alert Text shown with the reading.

Keep ranges ordered and within the lower and upper limits. Samurai allows adjacent ranges to touch, but ranges should not overlap.

Non-numeric rule fields

For non-numeric points, the available fields depend on the measurement type name:

• Checkbox: Expected value and whether to alert on mismatch.
• Date / DateTime: Past/future date rules and warning/critical day offsets.
• Text: Required text, minimum/maximum length, contains/does-not-contain text, or a regular expression pattern.
• Dropdown / List / Select / Pass/Fail / Good/Average/Poor: Allowed, warning, and critical values, plus an expected value.

Reuse or bulk update rules

Use these options when many points need the same rule:

• Insert Rule copies a compatible existing rule into the editor. Review the copied values before saving.
• Select multiple measurement points that use the same measurement type, then edit one of the selected points to apply the same rule to all selected points. Samurai will show a confirmation list before replacing existing rules.

5. Record measurements

1. Go to Measurements > Readings.
2. Select Add.
3. Choose the Asset first.
4. Choose the Measurement Point. Samurai only lists points that apply to the selected asset.
5. Enter the Value.
6. Add optional Notes or an Image.
7. Select Save.

For numeric points with active rules, Samurai validates the value while you type. If the value is outside the configured lower and upper limits, correct it before saving.

6. Display and review readings

Use Measurements > Readings to review recorded measurements. The register displays:

• Asset: The asset linked to the reading.
• Measurement Point: The point that was recorded.
• Value: The saved reading.
• Alert: The alert text from the matching rule range, when applicable.
• Severity: A coloured badge such as Normal, Information, Advisory, Warning, High, or Critical.
• Notes: User-entered notes.
• Recorded: The date and time the reading was created.

Use the page filters to narrow the register by department, class, group, asset, asset system, or severity. The search box can help find specific assets, points, values, or notes.

Best practices

• Use one clear measurement point per real-world reading.
• Reuse measurement points across groups only when the same wording, type, unit, and meaning apply.
• Include the unit in the measurement point only when it improves clarity; otherwise rely on the Measurement Unit field.
• Use modifier codes for variations of the same point instead of creating ambiguous names.
• Keep numeric rule ranges simple and non-overlapping.
• Test each new setup by recording a normal reading and an out-of-range reading before releasing it to users.
• Deactivate rules instead of deleting them when you may need to reuse the configuration later.

Troubleshooting