Capital Projects / Condition Assessment / Background Data
Sustainability & Risk / Sustainability Assessment / Background Data
Assessment Projects
Organizing assessment work by independent projects allows you to collect and summarize data based on locations, time periods, functional areas, or events. Data from multiple assessment projects can then be viewed together in the Condition Assessment Scoreboard or the Sustainability Assessment Scoreboard to provide a complete condition assessment or sustainability assessment picture for the entire organization.
You can run assessments annually or quarterly and create a new project for each assessment. You can also use projects to group assessments based on what will be audited. For example, condition assessment projects might be organized by:
- Mechanical systems condition assessment – Assess (or hire an HVAC vendor to assess) all HVAC-related equipment.
- Windows and doors
- Roofing – Assessing a roof on a large facility may consist of observing the condition and noting the moisture readings at grid points every 10 feet on flat roofs to determine the integrity of the rubber roofing.
- Building exteriors
- Building interiors
- Internal environment – Examine each office, manufacturing area, lab, and so forth, to determine condition and suitability to intended use.
- Prerenovation – An area of a building may be slated for renovation to reconfigure for a new use. At this time you may choose to also evaluate the overall internal conditions to see if there are any deferred maintenance items or hazardous conditions that can be remedied in conjunction with the renovation.
Procedure
To develop an assessment project:
- Run the Background Data / Define Project task.
- Fields for defining the project will appear in the right pane. Complete the fields as follows:
| Field | Purpose |
|---|---|
|
Activity Project Name |
Enter a descriptive name for this assessment project. You may want to include the date in this value, such as BUILDING EXTERIORS JUNE2010. |
|
Project Description |
Describe what this project involves, expanding on the project name. |
|
Project Type |
The system sets this value. Do not change it. For Condition Assessment, the default value is |
|
Project Status |
As you work on the project, you can optionally record your progress by completing this field with values such as: CREATED, REQUESTED, REJECTED, APPROVED, IN PROCESS, IN PROCESS/ON HOLD, STOPPED, CANCELED, COMPLETED. You will want to check the status of the assessment items assigned to this project before changing the status of the project. If you are using the Assessment mobile app, note that assessment items appear on the field assessor's mobile device only for projects whose Project Status is IN PROCESS. |
|
Date - Requested Start |
Enter the date that this project will start. |
|
Date - Requested End |
When first creating a project, you can enter the date when you expect this project to be complete. If you are not sure, you can leave this field empty. |
|
Contact |
Enter the name of the person who is the contact for this project. For information on developing project contacts, see Facility Background Data |