Assets

The service history for works completed on the 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.

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.

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

Facilities > Assets - Assignment

To assign a Contact to an Asset see Contacts.

Some Assets have Planned Preventative Maintenance (PPM) 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

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

Assets can be placed in Parent and Child relationships to indicate their is a connection 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.

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 and existing stock part click Edit .

Click to view - Asset Stock Fields and Descriptions

Complete the fields and click Save and Close .

To create Stock see Stores

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

To link an Asset to an Excitech Layerset

Facilities > Assets - Floor Plan

From the drop down select the Excitech Layerset.

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

Available from 4.4.6 An Asset can be linked to many other Assets. This can be recorded in Concept 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.