Recording the Condition or Sustainability of Equipment and Rooms
Capital Projects / Condition Assessment / Field Assessor
Sustainability & Risk / Sustainability Assessment / Field Assessor
Recording the Condition or Sustainability of Equipment and Rooms
As a field assessor , you will periodically go to the field, assess the condition or environmental sustainability of equipment and rooms, and record your findings.
Depending on the procedures implemented at your site, there are a few ways to do this:
- Use the Archibus Assessments mobile app to record the data using your smart phone or mobile device. This requires that you separately purchase the Archibus Assessments mobile app. Users will sync their devices to obtain a list of items to survey and then upload the survey data to the Archibus database when through.
-
Use a laptop
and record the
data using these tasks:
- Capital Projects / Condition Assessment / Manage My Assessment Items task.
- Sustainability & Risk / Sustainability Assessment / Manage My Assessment Items task
- Use tablet devices. For information, see Using a Tablet PC for Field Assessments.
- Use paper and pencil to record your observations. In this case, you will print out the assessment items assigned to you and record your observations on the hard copy report for later entry into the system. For information, see Using Printed Forms for Field Assessments.
Typically, an assessment manager will have generated a series of records defining the equipment and locations that you should assess. These records will exist on your mobile device, computer system, tablet PC, laptop, or in hard-copy format. For each record, you will visit the equipment item or location, assess its condition or sustainability, and enter your observations into the system (or record on the hard-copy paper).
Occasionally, you might notice additional problems for which a pre-defined record does not exist. For example, as you travel to a room you might notice a problem in the corridor that should be addressed. You can use the application to create a new record for working on the corridor. In this case, you will need to complete the location or equipment item that needs attention.
Note: The below procedure is written according to the interface of Web Central's Assessor / Manage My Assessment Items task. If you are using a mobile device or tablet PC, you will experience a slightly different interface. However, you will complete the same fields as documented below.
Procedure
-
Choose one of these tasks:
- Condition Assessment / Field Assessor / Manage My Assessment Items
- Sustainability & Risk / Sustainability Assessment / Manage My Assessment Items
- Select the assessment project. If you need to see the details of this project, choose the Show Selected Project Details button to access a pop-up dialog with the project details.
-
Typically, the assessment manager has already generated for this project assessment records that list the areas and equipment that you must assess.
- To display the list of items that are assigned to you for the selected project, choose Show. The system displays them in the bottom pane.
- If necessary, you can limit this list of records by using the filter console in the top pane; choose one or more values by which to restrict the list and then click Show. For example, you can limit the list to including only items for a specific floor or a specific classification.
- If you wish to restrict your items by a criteria not offered in the filter console, you can use the Smart Search button (located to the left of the top record) and enter the value in the field by which you want to restrict. For example, after you've entered the data, you may wish to review the most serious items. You can search for items whose Recommended Action is Repair, or whose Conditions Value is Poor.
- To edit a particular assessment item, click on its Edit button. The system displays a pop-up dialog (described in Step 6) for recording the condition or sustainability of the room or equipment item.
- If you want to enter a new assessment record, choose the Add New button. The system displays a pop-up dialog (described in Step 6) for recording the condition. Be sure to complete either the location fields or the equipment field.
-
When editing and creating new assessment items, complete the following fields in the pop-up dialog. Choose Save when finished.
Field |
Purpose |
---|---|
Project Name | This field will already be completed with the name of this project. |
Classification Code Classification Code 1,2,3 |
For existing assessment items, these will typically have been completed by the condition assessment manager. If you need to edit these fields or are entering a new assessment item, use the drill-down features to find the appropriate classification.
Multiple fields are available so that you can assign
classifications
from different
classification standard
s to an asset or assessment item. Your site might track multiple classification standards per asset. For example, during the design and construction phase of a project, engineers and bid managers might use Master Format or Omniclass to classify an asset. After the building project has been handed off to the building owner or operator, asset managers might use UNIFORMAT II to manage the asset during its lifecycle. When completing the fields, you can choose only a classification from the classification standard that is associated with that classification field. If a standard is not associated with a classification field, there will be no available values from which you can choose. For information on how classification standards are associated with these Classification Code fields, see
Working with Multiple Classification Standards
|
Assessed By |
May already be completed with your name. If not, choose your name from the list of available assessors. |
Date Assessed |
Enter the date that the condition assessment is taking place. |
Description |
Enter a description of the problem. You can use the Add Std Description button to enter a defined problem description, and then edit it or add to it as necessary. Or, you can enter your own text into this field. |
|
If you are performing an environmental sustainability assessment, choose a description of how important this problem is from a business standpoint. Values are listed according to increasing urgency. It is important to carefully consider this value because it is used to generate the environmental sustainability rating of the item. Choose from:
|
Condition Priority |
If you are performing a
condition assessment
, choose a description of how important this problem is from a business
standpoint. Values are listed according to increasing urgency. It is important
to carefully consider this value because it is used to generate the
condition rating
of the item. Choose from:
|
Condition Value |
Enter the current condition of the location or equipment. It is important to carefully consider this value because it is used to generate the condition rating or the environmental sustainability rating of the item. Choose from:
|
Recommended Action |
Enter the action that is needed to rectify any issues found in the assessment. Some sites do not have assessors complete this field during the field assessment, but have other personnel determine the appropriate action once the assessment is returned. Choose from:
|
Description | Enter a description of the problem. You can use the Add Std Description button to enter a defined problem description , and then edit it or add to this description as necessary. Or, you can enter your own text into this field. |
Location Fields | These fields may already be completed for you. If not, you can select the appropriate building, floor, and room by selecting the ellipses buttons and choosing from the list of values. |
Equipment | This field may already be completed for you. If not, you can select the appropriate equipment item by selecting the ellipses button and choosing from the list of values. |
Problem Location | Enter precisely where the problem exists so that others following up on this item will be able to easily find the problem. For example, if you are assessing the condition of a room, you might enter "Back corner near window." |