As a field assessor, you will periodically go to the field, assess the condition or environmental sustainability of equipment and rooms, and record your findings.
Depending on the procedures implemented at your site, there are a few ways to do this:
Typically, an assessment manager will have generated a series of records defining the equipment and locations that you should assess. These records will exist on your mobile device, computer system, tablet PC, laptop, or in hard-copy format. For each record, you will visit the equipment item or location, assess its condition or sustainability, and enter your observations into the system (or record on the hard-copy paper).
Occasionally, you might notice additional problems for which a pre-defined record does not exist. For example, as you travel to a room you might notice a problem in the corridor that should be addressed. You can use the application to create a new record for working on the corridor. In this case, you will need to complete the location or equipment item that needs attention.
Note: The below procedure is written according to the interface of Web Central's Assessor / Manage My Assessment Items task. If you are using a mobile device or tablet PC, you will experience a slightly different interface. However, you will complete the same fields as documented below.
Field |
Purpose |
---|---|
Project Name | This field will already be completed with the name of this project. |
Classification Code Classification Code 1,2,3 |
For existing assessment items, these will typically have been completed by the condition assessment manager. If you need to edit these fields or are entering a new assessment item, use the drill-down features to find the appropriate classification. Multiple fields are available so that you can assign classifications from different classification standards to an asset or assessment item. Your site might track multiple classification standards per asset. For example, during the design and construction phase of a project, engineers and bid managers might use Master Format or Omniclass to classify an asset. After the building project has been handed off to the building owner or operator, asset managers might use UNIFORMAT II to manage the asset during its lifecycle. When completing the fields, you can choose only a classification from the classification standard that is associated with that classification field. If a standard is not associated with a classification field, there will be no available values from which you can choose. For information on how classification standards are associated with these Classification Code fields, see Working with Multiple Classification Standards |
Assessed By |
May already be completed with your name. If not, choose your name from the list of available assessors. |
Date Assessed |
Enter the date that the condition assessment is taking place. |
Description |
Enter a description of the problem. You can use the Add Std Description button to enter a defined problem description, and then edit it or add to it as necessary. Or, you can enter your own text into this field. |
|
If you are performing an environmental sustainability assessment, choose a description of how important this problem is from a business standpoint. Values are listed according to increasing urgency. It is important to carefully consider this value because it is used to generate the environmental sustainability rating of the item. Choose from:
|
Condition Priority | If you are performing a condition assessment, choose a description of how important this problem is from a business
standpoint. Values are listed according to increasing urgency. It is important
to carefully consider this value because it is used to generate the condition rating
of the item. Choose from:
|
Condition Value |
Enter the current condition of the location or equipment. It is important to carefully consider this value because it is used to generate the condition rating or the environmental sustainability rating of the item. Choose from:
|
Recommended Action |
Enter the action that is needed to rectify any issues found in the assessment. Some sites do not have assessors complete this field during the field assessment, but have other personnel determine the appropriate action once the assessment is returned. Choose from:
|
Description | Enter a description of the problem. You can use the Add Std Description button to enter a defined problem description , and then edit it or add to this description as necessary. Or, you can enter your own text into this field. |
Location Fields | These fields may already be completed for you. If not, you can select the appropriate building, floor, and room by selecting the ellipses buttons and choosing from the list of values. |
Equipment | This field may already be completed for you. If not, you can select the appropriate equipment item by selecting the ellipses button and choosing from the list of values. |
Problem Location | Enter precisely where the problem exists so that others following up on this item will be able to easily find the problem. For example, if you are assessing the condition of a room, you might enter "Back corner near window." |
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