Assigning Assessment Items to an Assessor
Capital Projects / Condition Assessment / Assessment Manager
Sustainability & Risk / Sustainability Assessment / Assessment Manager
Assigning Assessment Items to an Assessor
Typically, an assessment manager generates assessment items and then assigns the generated items to a specific field assessor . The assessor then goes to the field and inspects these particular items and enters their observations on a mobile device, laptop, or tablet PC.
Before you can assign assessment items to an assessor for inspection, an assessment manager must generate them. See Generating Assessment Records .
Procedure
- Load one of the following tasks and select the assessment project whose assessment items you want to assign to a field assessor:
- Capital Projects / Condition Assessment / Assessment Manager / Manage Conditional Assessment Items
- Sustainability & Risk / Sustainability Assessment / Assessment Manager / Manage Sustainability Assessment Items
- If needed, use the filter console to limit the list of assessment items. For example, you may want to see items only for a particular floor or those of a particular classification.
- Review the assessment items in the lower panel.
- Select the assessment items you want to assign to the same inspector by clicking on the items' check boxes.
- Click the Assign Items to Assessor button.
- In the Assessed By field, choose from a list of users to select the field assessor.
- Select the option for "Do you want to" as either:
- Assign selected records to the Assessor
- Assign all records for the selected project to the Assessor
- Click the Assign button.
If the field assessor will be using the Assessment mobile app to do the assessment, make sure that the field assessor you choose in this step is authorized to use the mobile app. See Configuring Archibus Mobile Apps - Archibus Administrator