Assets

The service history of works (Tasks) completed against the current Asset as well as Assets related to the current Asset can be viewed from this screen.

Facilities > Assets - Service Details

The link will open the Asset / Service Detail grid. It is a grid view that can be customised and sorted as normal.

The upper half of the page displays the current Asset and where it fits in a hierarchy of Parent / Child or related Assets.

The lower half contains a grid of Tasks. The Tasks displayed will depend upon the query selected in the drop down. Options are as follows:

• Tasks directly against asset or via task action for asset
• Tasks against all parent assets
• Tasks against all sub-assets
• Tasks against all parent and sub-assets

If the Asset has Parent, Child, Connected or Sub - Assets, their service history can also be seen from this grid by selecting the required query from the drop down.

If the Child or Sub - Assets have had Actions these can be seen as Task Actions in the Association column.

Click the button to run the GL-MT002 General Listing of Maintenance for Asset report.

Some Assets have a Planned Preventative Maintenance (PPM) schedule to ensure they are kept in good working condition. The dormant schedule can be viewed, created and edited here.

Facilities > Assets - PPM

The link will open the Asset / PPM grid. It is a grid view that can be customised and sorted as normal.

To create a PPM see PPM Overview

Assets can be placed in Parent and Child relationships to maintain connections and a hierarchy between Assets.

Facilities > Assets - Relationships

The link will open the Asset Relationship window.

To add a Parent Asset click Set Parent Asset . The icon will open an Asset grid, highlight the required Asset and click Associate selected Asset as the Parent Asset .

To add Child Assets click Add / Remove Child Assets , Child Assets are assigned. To assign Child Assets click Assign, entities in the right hand assignment window are connected.

Available from 4.4.6 An Asset can be linked to many other Assets. This can be recorded in MRI Evolution via Asset Grouping.

Facilities > Assets - Asset Grouping

The link will open the Asset Grouping screen. It is a two grid screen which can be searched and customised as normal.

The upper grid will show any Assets the current Asset belongs to, the lower grid will show any Sub - Assets connected to the current Asset.

Assets can be connected to other Assets by clicking Select the Asset this Asset belongs to . A pop up window will open that will allow the assignment of connecting Assets. To assign Assets click Assign , entities in the right hand assignment window are connected.

Sub Assets can be added and removed by clicking Select the Sub- Assets assigned to this Asset , To assign Sub - Assets click Assign, entities in the right hand assignment window are connected.

Networks

Click to view more detail.

Available from 4.4.6 Asset Networks allow a User to identify the networks an Asset belongs to e.g. the mains water supply may feed the HWS, CWS and drinking water supply.

Facilities > Assets - Networks

The link will open the Assets / Networks grid. It is a grid view that can be customised and sorted as normal.

To assign Networks click Assign, entities in the right hand assignment window are connected.

To create Networks see Asset Networks

Connections

Click to view more detail.

Available from 4.4.6. Connection Types are used to define connections between Assets e.g. supply, data, flow or structural connections.

Facilities > Assets - Connections

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

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

Click to view - Connection Fields and Descriptions

Field Name	Description
Code	The code of the Connection.
Name	The name of the Connection.
Description	The description of the Connection.
Type	From the drop down select the Connection - for more information see Connection Types
Network	From the drop down select the Network - for more information see Asset Network.
Source Asset	From the drop down select the Source Asset - the Asset the connection is coming from.
Target Asset	From the drop down select the Target Asset - the Asset the connection is going to.
Portname1	Enter the port name for the Connection.
Portname2	Enter the port name for the Connection.
Realising Element	Enter the realising element for the Connection, used to describe the attachment of one element to another where the attachment is realised by a 'fixing' element such as a bracket.
ExtSystem	Free text for use with BIM Authoring Application.
ExtObject	Free text for use with BIM Authoring Application.
ExtIdentifier	Free text for use with BIM Authoring Application.

Stock - Stock Module only

Click to view more detail.

Assets may require certain parts or Stock. A list of the required parts can be recorded here.

Facilities > Assets - Stock

To add a new Stock Part click New , to edit an existing Stock part click Edit .

Click to view - Asset Stock Fields and Descriptions

Field	Description
Group	From the drop down select the Stock Group.
Stock Part Code	From the drop down select the Stock Part Code.
Quantity	Enter the quantity of parts required.

Complete the fields and click Save and Close .

To create Stock see Stores

Asset Responsibility

Click to view more detail.

An Asset may be monitored, maintained or owned by a person, this information can be stored against the Asset using Asset Responsibility by assigning Contacts to an Asset.

Facilities > Assets - Asset Responsibility

To assign Contacts click Assign , entities in the right hand assignment window are connected.

To create Contacts see Contacts

Assignment

Click to view more detail.

If a Asset has been assigned to a Contact, the details can be viewed here.

Facilities > Assets - Assignment

To assign an Asset to a Contact see Contacts.

Floor Plan - Excitech module only

Click to view more detail.

To link an Asset to an Excitech Layerset

Facilities > Assets - Floor Plan

From the drop down select the Excitech Layerset.