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Asset & Equipment Survey mobile app

Facility Manager Tasks

To enable surveyors to collect assessment data using the Asset & Equipment Survey mobile app, facility managers must first perform these tasks.

Enable mobile users

To enable the Asset & Equipment Survey mobile app for users, a facility must do the following for each user (the field auditor who will be performing the field survey) :

• Enable the user to use the mobile app by running the System Administration / ARCHIBUS Administrators - Users and Security / Edit Users task and setting the Mobile Device Enabled? field for to "Yes."
• Assign the user to a role that is assigned to the ASSET-MOB security group. See Configuring ARCHIBUS Mobile Apps - ARCHIBUS Administrator.
• Make sure that the field auditors exist in the ARCHIBUS Users table and in the Employees table, and both the ARCHIBUS Users table and the Employees table record the same email address for this employee.
• Control the fields that the facility manager can choose to include in the survey by setting the AbAssetManagement-EquipmentFieldsToSurvey application parameter. To do so, you run the SSystem Administration / ARCHIBUS System Administration / ARCHIBUS Administrator - Application Configuration / Configure Application Parameters task.

Prepare the asset inventory for download

In order to provide the device owner with a complete data set, the facility manager must develop the equipment data, as well as basic facility information.

1. Using ARCHIBUS Web Central and the ARCHIBUS Asset Management / Asset Portal application, develop an equipment inventory and the necessary background data.
2. If you wish to provide auditors with floor plans so that they can easily locate the rooms to visit, you must: 

• Use the Space Inventory & Performance application and your CAD program to develop a room inventory with floor plan drawings
• Use the Smart Client for AutoCAD or the DWG Editor to publish enterprise graphics for the floor plans and store these on the Web Central server. To enable, disable, or change drawing publishing rules for mobile plans, use Web Central's System Administration / ARCHIBUS System Administration / Mobile Apps Manager / Edit SVG Drawing Publishing Rules task.
• You should periodically publish the drawings as enterprise graphics so that the latest versions are available for download.

Develop survey projects

The app also requires that survey projects be established and assigned to auditors so that they are available to the auditor on the mobile device.