Generating Assessment Records
Capital Projects / Condition Assessment / Assessment Manager
Sustainability & Risk / Sustainability Assessment / Assessment Manager
Generating Assessment Records
To ensure that field assessors visiting the facility inspect the correct items, you can provide them with a series of blank records defining the items that they are to inspect. These records list the equipment and location items that they should visit and provide blank fields for the assessors to record their observations.
In addition to the records that you generate for assessors, assessors always have the option of creating new records while in the field. After you generate the assessment records, you can assign them to one or more assessors.
You can have the system automatically generate assessment records based on your current facility records. You can generate assessment records for each equipment item, each room record, or records for both rooms and equipment.
Procedure
- Open the Manage Assessment Items task.
- Select the assessment project for which you want to generate records.
- Click the Generate Assessment Records button and the dialog below displays.
- Set the criteria upon which assessment records will be generated.
| Criteria | Description |
|---|---|
|
Site Code Building Code Floor Code |
You can choose any combination of Site/Building/Floor. For example, if you want to generate records for all equipment on a particular floor in a particular building, choose the building and floor from the filter console. Or your project may define a particular building or floor which is being assessed. In this case, you will want to set this same building or floor as defined in your project. |
|
Custodian Name |
You can enter a custodian to generate assessment items for equipment items assigned to a specified custodian. Note that since rooms are not associated with custodians, this is not a valid option for rooms. |
|
Generate Records For |
Select one of the following:
|
If you do not set a filter in this step then you will create assessment records all equipment or all locations throughout your entire facility.
- Click the Generate Assessment Records button and the system generates the records and displays them.
Note : If you choose the Generate Assessment Records multiple times for the same restriction, multiple assessment records will be created for the same room and/or equipment item.
Next
After generating the records, you assign them to an assessor who goes to the field and inspects these locations and equipment items.