Assessment mobile app

Facility Manager Tasks

To enable field auditors to collect assessment data using the Assessment mobile app, facility managers must first perform these tasks.

Enable mobile users

To enable the Assessments mobile app for field assessors and enable items to be assigned to assessors, a facility manager must do the following:

  1. Run the System / Archibus Administrators - Users and Security / Add or Edit User Roles task to create a new role for field assessors or locate an existing role to which field assessors can belong. This role must have the OPS-CA-MOB security group assigned to it. See Configuring Archibus Mobile Apps - Archibus Administrator.
  2. Run the System / Archibus Administrators - Users and Security / Edit Users task to enter the field assessor in the Archibus Users table.
    • Enable the assessor to use the mobile app by setting Mobile Device Enabled? to "Yes."
    • Complete the Role field with a role you identified in step 1, that is a role to which the OPS-CA-MOB security group is assigned.
  1. Use the System / Archibus Administrators - Users and Security / Assign Processes to Roles or Userstask to assign to the field assessor's role to the "Field Assessor" processes of the Condition Assessment, Sustainability Assessment, and Commissioning applications.

For example, in the below image the facility manager has created a new role of ASSESSOR and assigned the "Field Assessor" processes to this role. The ASSESSOR role has the OPS-CA-MOB security group assigned to it. Users who will use the Assessments mobile app are assigned to the ASSESSOR role.

Add questions to the assessment forms (optional)

On the assessment form, you may wish to include additional questions for the field assessor to answer about equipment items. You can define questions that are specific to each type of equipment, such as one set of questions for HVAC equipment and another set of questions for printers. To include additional questions on the assessment, you define them in Web Central. For information, see Defining Questions for Field Assessments.

Prepare data for download

The Assessment app requires that background (validating) data be developed and that assessment projects be established and assigned to field assessors. The facility manager should ensure that these steps have been taken before introducing the mobile component to the workflow.

If you wish to provide auditors with floor plans so that they can easily locate the rooms and equipment items to visit, you must use the Smart Client for AutoCAD to publish enterprise graphics for floor plans and store these on the Web Central server.