Archibus SaaS / Assets / Background Data - Facilities

Develop Facilities Background Data

Use the Background Data - Facilities process to establish fundamental data about your facility. You may not need to develop all the tables listed in this section. For example, if you are not tracking asset depreciation, you do not need to complete the two depreciation-related tasks.

Geographical, Space, and Organizational Hierarchies

When entering your equipment and furniture assets, you typically want to also enter the location for the asset, and perhaps the division or department that uses the asset. You can define this information using the below tasks. Note that you may have already defined geographical. location, and organization data using another Archibus application.

• Developing Geographic Data -- Define geographic regions, countries, regions, states, cities, and sites for your equipment.
• Developing Locations -- Define sites, buildings, floors, and rooms. If you intend on depicting your telecom and equipment assets on a room plan, be sure to develop a room plan in CAD.
• Define Properties -- You can define properties (a type of asset) using the Asset Registration Console. However, for your convenience, the Define Properties task is listed here.
• Developing the Organizational Hierarchy -- Define business units, divisions, and departments. An organization is often divided into business units, which are composed of divisions. Divisions, in turn, are composed of departments. However, not all organizations use this three-level hierarchy, and instead might have just departments and divisions. You can define the units that are relevant to the way you manage your furniture and equipment assets.

Document Management

To facilitate creating documents, the application includes tasks to create templates and to manage reference documents.

• Define Document Templates. You can define document templates that users can then select from when they are adding documents.
• View Document Templates. If your Business Process Owner has defined document templates, you can use the View Document Templates task to save the template to your computer. Using the saved template file, you can then fill in data for a particular project.
• Manage Reference Documents. You can associate documents with project types, standards, processes, or work request problem types. For example, if you associate a document with a project type, whenever you add projects of that type, the document is accessible from that project. You access the document from the Project Dashboard.