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. Once 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

  1. Open the Manage Assessment Items task, and select the assessment project for which you want to generate records.
  2. In the Filter console in the top frame, set the criteria upon which assessment records will be generated. Choose any combination of Site/Building/Floor or Classification . You can also 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.
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  • 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. Similarly, you might want to generate records according to classification, or all items of a particular classification and located on a particular floor. (Although Status is a choice in the filter, Status applies to existing items and is not a logical choice for this task as items do not yet exist.)
  • Often, 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.
  • If you do not set a filter in this step, in step 3 below you will create assessment records all equipment or all locations throughout your entire facility.
  1. Choose the Generate Assessment Records button in the upper right corner. With the restriction set, you now specify whether to create records for equipment, location, or both equipment and locations. Note that the dialog displays the site, building, floor, and/or classification that you specified in Step 2. You can select one of the following:
    • Rooms - Creates an assessment item for each room within the restriction you specified.
    • Equipment - Creates an assessment item for each piece of equipment that is located within the restriction you specified.
    • Rooms and Equipment - Creates an assessment item for each room and each piece of equipment meeting the restriction. If there is a room containing two pieces of equipment, three assessment items will be created.
  2. Choose Generate 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.