Archibus SaaS / Assets / Background Data - Assets
Develop Asset Background Data
Use the Background Data - Assets process to establish fundamental data about your standards and building systems. You may not need to develop all the tables listed in this section. For example, if you are not tracking a furniture inventory, you do not need to develop furniture standards. Likewise, you may start off by tracking just equipment and not track the system to which it belongs. Accordingly, it is not necessary to develop the equipment systems hierarchy and teams.
Standards Data
Standards can help you track, manage, and update your equipment inventory and furniture inventory. Develop standards with these tasks:
Classifications
Classifications are categories of building elements and systems (such as Mechanical, Concrete, Electrical) that you can use to manage your equipment assets. See:
- Classifications and Classification Standards: Overview
- Create Classification Standards and Classifications
- Define Classifications
- View and Compare Classifications
- Export and Import Classification Data
Equipment Systems
To effectively track your equipment assets, you can group your assets hierarchically, so that you have an easy way to visualize the dependencies between equipment items. For example, when planning a project, having defined equipment systems enables you to analyze what are the "hidden" costs and risks associated with all the related assets, assemblies, and systems.
You can also define and work with equipment systems in the Equipment System Console, which is available from several processes in the Asset Management and Enterprise Asset Management applications, and the Assets module.
To set up equipment systems, you use the following background data tasks:
| Task | Description |
|---|---|
| Define Equipment Systems | The application enables you to map equipment assets to systems (the top level), and to the system's assemblies and components to define dependencies. |
| Define Spaces Served by Equipment | You can define the spaces served by the equipment system from the building to the room level to better plan for disruptions when the equipment needs repair or maintenance. |
| Define Team Property Categories | Define categories to distinguish different types of teams. You can then associate these categories with the teams you define. |
| Define Team Properties | Use this task to define the teams that support assets. |
| Assign Team Members to Equipment | After defining a team, you assign members to it. Team members can be employees, contacts, or vendors that have been entered into the system. |
| Define Building Systems | Building systems are the critical systems of your facility, such as the Electrical, HVAC, Security, Life Safety, Lighting,. You can define these building systems and associate equipment systems with the building system they are part of. |
Warranties
You may wish to associate your assets with warranties. To develop your warranties, you invoke "View and Edit Warranties" exists from the Asset Lifecycle Console. From the Reports button, you will find it under Equipment / Asset Information. For details, see Asset Reports and View and Edit Warranties.