Your first Scout check
This guide walks through a small equipment-data check. At the end, you will have a source and field inventory, confirmed data meaning, and a list of questions for the appropriate domain or data owner.
Prerequisites and Inputs
- One named asset or a small equipment group
- The business question for this check
- An authorized data source and its owner
- A field dictionary, equipment manual, or installation record when available
- Scout access; AI-assisted work also requires an available platform model service
Inspect the X/Y/Z vibration, temperature, and battery fields for a pump. Confirm the measurement type, unit, direction, and installation location for each field. The example illustrates the workflow; use the current asset records for actual decisions.
1. Open Scout
In FactVerse, open Scout from the DFS menu. The page path is /modules/data-integration/scout/missions.
Select New equipment data check. If Scout is missing or access is denied, ask an administrator to verify the current tenant, DFS Pro enablement, and your assigned role.
2. Choose the check objective
| Your objective | Selection | Best fit |
|---|---|---|
| Understand what data is available | Select Explore available data | The application is still being defined and the team needs an inventory first |
| Assess data for a specific application | Select a published business objective | Monitoring, analytics, or operational requirements are already known |
A business objective lists required and recommended signals. An exploration task starts from the available sources and prepares the context for a later application-readiness check.
3. Set the scope and time range
Choose By space, Select equipment, By equipment type, or By semantic model. For a model-based scope, see Brick models and data.
- Select the actual asset or model version.
- Choose a live check or a historical assessment; historical assessments require a time range.
- Review the task name, scope, evidence category, and owner.
- Create the check.
If an asset is missing, ask the data administrator to review the asset catalog, MDM identity, and equipment synchronization, then refresh the Scout options.
4. Discover and investigate data
- Select Start discovery.
- Review included sources, discovered fields, omissions, and access errors.
- For exploration, select Investigate discovered data. For an application check, select Analyze gaps.
- Read the evidence, suggestions, and clarification questions prepared by AI.
- Add field documentation or owner confirmation, then select Continue analysis.
An empty result usually points to source authorization, equipment scope, field registration, or pagination. Resolve the first missing condition shown in the task before running discovery again.
5. Confirm field meaning
| Confirm | Recommended evidence | Review focus |
|---|---|---|
| Physical asset identity | Asset ID, serial number, location, and current MDM record | Whether records across systems refer to the same asset |
| Vibration direction | Sensor installation orientation and application requirement | X/Y/Z matches the physical installation |
| Measurement type | Field definition and acquisition configuration | Acceleration, velocity, displacement, RMS, peak, or another definition |
| Temperature location | Installation record or point description | Ambient, casing, bearing, or another location |
| Battery field | Device protocol or field dictionary | Percentage, voltage, or status code |
| Unit and time | Source definition and samples | Unit, scaling, time zone, and event time |
Record the supporting reference and decision rationale with each candidate association. Keep fields with insufficient evidence open and assign an owner and required source.
6. Validate and hand off
For an application check, review candidates in Data matching, run Validate data sample, and resolve required-signal gaps. After approval, a release operator applies the approved change. Use Verify application readiness to inspect actual readings and application use.
An exploration task can be handed off after the field meaning and open questions are organized. Create a new check with the business objective when the intended application is clear.
Include the following in the handoff:
- Task scope and check time
- Confirmed asset and field meaning
- Sources and supporting evidence
- Applied changes and observed results
- Open questions, owners, and next actions
For ongoing collaboration, see Operate and review. For persistent failures, see Troubleshooting and acceptance.