Capital Projects / Condition Assessment / Assessment Manager
Sustainability & Risk / Sustainability Assessment / Assessment Manager

Addressing Assessment Deficiencies

Once assessors in the field assess rooms and equipment, assessment managers review the field results and take note the deficiencies. Deficiencies may include items that do not meet safety codes and environmental codes, equipment in poor condition, and areas needing functional repair.

If you have the Corrective Maintenance application, you can generate a maintenance service request to handle the item. See Addressing Assessment Deficiencies with Service Maintenance Requests.

If you do not have access to the Corrective Maintenance application, follow the below procedure to address your deficiencies.

Procedure

Before addressing assessment items, you typically will review the Scoreboard report and other reports to see the most urgent items. These reports are located Operational Reports and Management Reports processes. Take note of the items that you wish to address, and then follow this procedure.

1. Load one of the following tasks and select the assessment project whose assessment items you wish to resolve:

• Capital Projects / Condition Assessment / Assessment Manager / Manage Assessment Items
• Sustainability & Risk / Sustainability Assessment / Assessment Manager / Manage Assessment Items

2. Select the Show button to see all assessment items for this project.

• The system shows as many assessment items for this project, as can fit in the display area.
• Use the filter console to limit the list of assessment items. For example, you may wish to see items that have a Status of N/A and therefore have not been addressed.
• You may wish to use the Smart Search button (located to the left of the top record) to see all items requiring attention, such as those with Recommended Action of Repair, or Conditions Value of Poor.

3. For the items requiring attention, complete the Status field to show how you want to address this item. Typically, you will use the available values of the Status field as follows:

• Plan for this item in your next facility budget. (Set Status to Budgeted.)
• Plan how you are going to resolve this item. (Set Status to Planned.)
• Set a time and staff to address the item. (Set Status to Scheduled.)
• Execute the work. (Set Status to "In Progress.")
• Finish the work. (Set Status to Completed.)
• Inspect the work. (Set Status to "Completed and Verified.").

When the Status is "Scheduled" or "In Progress", if you have the Corrective Maintenance application, you can generate a maintenance service request for handling the job. You can then manage the execution of the work through the On Demand application.

Note: You can also use the Archibus Capital Budgeting application to manage the resolution of the deficiency. See Capital Budgeting / General Staff / Working with Projects and Funding / Requesting Projects / Adding Condition Assessment Actions .