Asset Classifications

Available from 4.7.0.0

Asset Classification module required

Asset Classification are used to bring structure and consistency to Asset Registers and should be the foundation of any effective asset management strategy. They allow system administrators or asset managers to define the acceptable rules for the Assets in the Asset Register, on a Building by Building basis if required. This includes:

• Which classifications of Assets are allowed in the Buildings
• What is the recognised terminology for each class of Asset (Name, Code, Description, SFG20 Ref, Uniclass Ref etc.)
• What are the expected relationships between the different classes of Assets

Asset Classifications can be used to set the rules for new Assets added to Evolution from multiple sources, including manual entry, excel imports, workflow imports, COBie imports and the FSI GO Asset Management activity.

Once rules are defined they can also be used on existing mature Asset Registers as a way to analyse the accuracy of Asset data. The system includes quick and easy tools to correct any identified errors or gaps in data:

• Cleanse and standardise names and classifications of Assets in existing Asset Registers
• Control the types of Assets that can be added to specific Buildings or types of Building (e.g. by use, Retail, Industrial, Residential etc.)
• Identify and correct gaps in the Asset Register, including automatic creation of ‘compulsory’ Assets that should exist in every Building or on each Floor /Location in the building

This is done within an Asset Classification using a combination of System /Tag /Type and Name.

Multiple Asset Classifications can be created within Concept Evolution this allows for different classifications to be applied at the Building level allowing flexibility depending on the specific requirements e.g. one set of Asset Classifications could be applied to the head office building, a different set could be applied to a retail outlet.

Asset Classifications can be used to:

• Apply common classifications to Assets
• Ensure new Assets meet a classification
• Highlight and identify Assets that do not meet a classification
• Reclassify Assets
• Individually or bulk suspend obsolete or invalid Assets
• Create missing compulsory Assets

The list of Asset Classifications are maintained here.

Settings > Assets > Asset Classification

The link will open the Asset Classification grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Asset Classification click New , to edit an existing Asset Classification click Edit . A pop up window will appear which will allow the creation or amendment of an Asset Classification

Click to view - Asset Classification Fields and Descriptions

Field Name	Description
Classification	The name of the Asset Classification
Classification Code	The code of the Asset Classification
Classification Description	The description of the Asset Classification
SFG20 Ref	The SFG20 reference (This field can be used to store the relevant SFG20 maintenance code for this classification of Asset)
Uniclass Ref	The Uniclass reference (These references are usually set when the classification has been created during an import of COBie BIM data)
Start Date	The date the Asset Classification will be available from
End Date	The date the Asset Classification will be available to
Classification
Ignore System	Checking ‘Ignore system’ will allow an Asset Classification to ignore an Assets System when verifying an Asset match. Use this option if System is not part of the hierarchy of an Asset classification
System	From the drop down select the Asset System
Tag	From the drop down select the Asset Tag
Type	From the drop down select the Asset Type
Name	From the drop down select the Asset Name
Default Behaviour
Classification Level	From the drop down select the Classification level. This is used to determine if the Asset should be part of an Asset Association or Grouping Single Asset – select if Assets with this classification are standard standalone physical Assets Group Asset – select if Assets with this classification should be part of an Asset group e.g. they should belong to another Asset or have Asset sub groups Parent Asset – select if Assets with this classification should be parent assets to others Child Asset – select if Assets with this classification should be a child of another Asset
Compulsory	Check the box if at least one Asset with this classification must exist within the Building or Location (Use Classification Scope to set the rules for how many Assets are required)
Classification Scope	If Compulsory is checked the Classification Scope must be set Whole Building – as least one of these Assets must be in the Building Whole Location – at least one of these types of Assets must be available in the Location
Class Scope Query	Where Classification Scope is in use a query can also be utilised to further define if an Asset with the matching classification should exist. For example, you may use the Query to specify that at least one Asset of this classification should be in every ’Plant Room’ Location

Complete the fields and click Save . Once the Asset Classification header has been completed and saved a sub navigation will appear to allow additional entities to be created / assigned.

These include:

• Classification Groups

Classification Groups