Sustainability & Risk / Compliance / Background Data - Facilities

Defining Background Data about your Facility

Developing facility background data for the Compliance application is optional, but having this data enables you to track regulations, compliance programs, requirements and their events by locations. This can include geographic locations, or information from your space hierarchy, such as site, property, or building. You can even specify the employee, equipment, or equipment standard as the location for a requirement.

An administrator or facilities manager can develop the following background data about your facility if it is needed. If your site uses other Archibus activities, you may find that you have already created this data.

Task	Description
Define Geographic Locations	Develop geographic business regions, countries, regions, states, cities, and sites to associate these locations with your regulations, compliance programs, requirements, and events.
Define Counties	If you want to track your regulations, programs, requirements, or compliance events by county, you can define these counties using this task.
Define Properties	If you are using the activities of the Real Property domain, you may have already developed properties (land or structure with associated buildings, costs, parcels, taxes, and assets). If so, you can associate regulations, compliance programs, and requirements with these properties. If you have not yet defined properties, you can do so with this task. However, it is not essential that you develop properties; you can also associate compliance items with your sites. Sites are developed using the Define Locations task
Define Room Standards	You can associate room standards with the rooms you define using the Locations task. You can then select these rooms as the location for compliance records. For example, you could select a room as the location for a requirement to improve accessibility for those with disabilities
Define Room Categories and Types	You can associate these categories and types with the rooms you define using the Locations task. You can then select these rooms as the location for a regulation, compliance program, requirement or event. For example, you could select a room as the location for doing an initial survey for compliance with the Americans with Disabilities Act (ADA).
Define Organizations	Define divisions and departments so that they can be associated with the rooms you define using the Locations task.
Define Locations	Define the sites, buildings, floors, and rooms you can add as locations for your requirements, compliance programs, or events.
Define Construction Classifications	Develop standard construction classifications that provide a common system of organizing and presenting facilities, infrastructure, and construction data for the construction and building design industries. When you define equipment you can select a construction classifications for the equipment.
Define Equipment Standards	Develop equipment standards so that you can add these as locations for your compliance programs, requirements, and events. For example, you could specify an equipment standard for elevators that need to be inspected as part of a compliance program for elevator safety.
Define Equipment	Define equipment so it can be added as the location for a requirement or event. For example, you could specify the Equipment ID for elevators that need to be inspected as part of a compliance program for elevator safety.

The cost reports support the Enhanced Global Feature Set (multicurrency and VAT). If you have a multinational organization and want to take advantage of this feature, you must develop the appropriate background data. See Working with the Enhanced Global Feature Set.