Creating facilities

Create facilities to identify and maintain buildings, floors, elevators, HVAC units, etc. for associated properties.

To create facilities:

  1. Select Equipment > Facilities.
  2. Click New Record.
  3. Specify this information:
    Property
    Specify the property to which the facility belongs.
    Facility
    Specify a unique code identifying the facility, and then specify a description of the facility in the adjacent field.
    Facility Parent
    Specify the parent facility.
    Type
    Select the facility type.
    Status
    Select the status of the facility. For example, select In Service to designate the facility as available for use. The system automatically populates Withdrawal Date when Status is Withdrawn.
    Year Built
    Specify the year the facility was built or purchased.
    Commission Date
    Specify the date the facility was commissioned.
    Assigned To
    Specify the person responsible for maintaining the facility, typically the maintenance personnel.
    Out of Service
    Select to exclude the facility from lookups.
    FCI Calculation
    Select to calculate the Facility Condition Index (FCI) for the facility.
    Service Life (years)
    Specify the service life of the facility.
    Facility Condition Index (FCI)
    Specify the resultant FCI based on the maintenance details of the facility. Cost of Needed Repairs/Current Replacement Value=FCI
    Cost of Needed Repairs
    Specify the cost of necessary repairs. The system automatically populates the currency and selects Eligible for Energy Star Label.
    Replacement Value
    Specify the current replacement value for the equipment. The system automatically populates the currency.
    Reservation Calendar Owner
    Specify the reservation calendar owner who can edit equipment reservations.
    Cost Roll-up
    Select if costs should roll up to the parent facility.
    Track Utility Bills
    Select to mark the facility as having capabilities to record utility bills.
    Track GAS
    Select to set the facility as GAS (Global Asset Sustainability) Tracked.
    Manufacturer
    Specify the facility's manufacturer.
    Serial Number
    Specify the facility's serial number.
    Model
    Specify the facility's model number.
    Lock Reliability Ranking Values
    Select to lock the reliability ranking values for the facility on the Reliability Survey tab of the Equipment screen.
    Note: If Lock Reliability Ranking Values is selected, the system will not allow the user to modify the reliability survey answers and calculate reliability ranking values for the facility. The system also prevents the selection of facility for update on the Batch Update Reliability Ranking Values form.
    Reliability Ranking
    Specify the reliability ranking code for the facility.

    The system automatically populates Reliability Ranking Index, Reliability Ranking Score, Reliability Ranking Values Out of Sync, Reliability Ranking Values Last Calculated, Reliability Survey Last Updated, and Reliability Ranking Setup Last Updated, after answering the reliability survey.

  4. Click Save Record.