Capital Project Management / Condition Assessment / Field Assessor
Environmental & Risk Management / Environmental Sustainability / Field Assessor

Recording the Condition or Sustainability of Equipment and Rooms

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.

Procedure

  1. Choose one of these tasks:
    1. Condition Assessment / Field Assessor / Manage My Assessment Items
    2. Environmental & Risk Management / Environmental Sustainability / Manage My Assessment Items
  2. Select the assessment project. If you need to see the details of this project, choose the Show Selected Project Details button to access a pop-up dialog with the project details.
  3. Typically, the assessment manager has already generated for this project assessment records that list the areas and equipment that you must assess.
    1. To display the list of items that are assigned to you for the selected project, choose Show. The system displays them in the bottom pane.
    2. If necessary, you can limit this list of records by using the filter console in the top pane; choose one or more values by which to restrict the list and then click Show. For example, you can limit the list to including only items for a specific floor or a specific classification.
    3. If you wish to restrict your items by a criteria not offered in the filter console, you can use the Smart Search button (located to the left of the top record) and enter the value in the field by which you want to restrict. For example, after you've entered the data, you may wish to review the most serious items. You can search for items whose Recommended Action is Repair, or whose Conditions Value is Poor.
  4. To edit a particular assessment item, click on its Edit button. The system displays a pop-up dialog (described in Step 6) for recording the condition or sustainability of the room or equipment item.
  5. If you want to enter a new assessment record, choose the Add New button. The system displays a pop-up dialog (described in Step 6) for recording the condition. Be sure to complete either the location fields or the equipment field.
  6. When editing and creating new assessment items, complete the following fields in the pop-up dialog. Choose Save when finished.
     

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

Complete as many Classification Code fields as appropriate for tracking classifications at your site. Since classifications can be organized in a hierarchy, for each classification field, you can drill down to the appropriate level of classification for this asset or assessment item.

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.

Sustainability Priority 

 

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:

  • Not Entered - This is the default value for new items. You should change this value to one of the below.
  • Maintain - Regular maintenance required to maintain current status.
  • Natural Resource -  A natural resource is any earth material used by humankind. Select this value for items that utilize or affect natural resources, such as air, water, soil, timber, or minerals (iron ore, gypsum, bauxite, gold). For example, sheet rock walls typically used in interior office construction are made from gypsum and building structures often use iron ore.
  • Recyclables -- Most businesses and property management companies have some type of recycling program in place--whether by choice or government mandate. Select this value for recyclable items or items that use recyclables, such as batteries, fluorescent lights, glass, metal, paper, plastics, rubber, and textiles. In these cases, you are measuring the effectiveness of your use, collection, and storage of recyclable materials.
  • Indoor Air Quality -- This priority value is used for items that affect the indoor air quality of your facilities. The item that impacts air quality the most is your building’s HVAC (heating, ventilation, and air conditioning) systems, however, there are other, less obvious items that can impact air quality. For example, adhesives used to adhere carpeting to the sub-floor, and certain types of pressed wood often used in interior construction, contain formaldehyde, which is emitted into the air. The goal is to improve indoor air quality by reducing indoor pollutants and improving the ventilation and mixture of fresh air.
  • Water-Save -- Use this priority value for items or areas that use potable water. For example, you can assess the efficiency of your landscape irrigation system.
  • Chemicals -- The use, disposal, and control of potentially harmful chemicals is key to environmental sustainability. Use this priority value when you are assessing items or areas that use, produce, or manage / control chemicals. Even common office equipment, such as copiers and laser printers, use chemical materials (toner and ink) that must be controlled and disposed of properly.
  • Hazardous Waste -- Hazardous Waste Agencies, such as the EPA (Environmental Protection Agency) in the United States, strictly enforce compliance with laws governing the production, mitigation, and disposal of hazardous waste (mercury, anti-freeze, paint, chlorine, cleaning solvents). Violation of these laws typically results in monetary fines and possible business shutdown. Assign the hazardous waste priority value to any item or area in you facilities that generates or deals with hazardous waste material.
  • Solid Waste -- Use this priority value for items that generate, contain, or dispose of solid waste materials, such as garbage, construction debris, obsolete office equipment, and so forth. This priority value is closely tied to Recyclables.
  • Emission -- Facility systems, equipment, and operations emit gases into the atmosphere. For example, burning fossil fuels (oil, natural gas, coal) releases carbon dioxide and sometimes nitrous oxide. Assign this priority value to any equipment or system the emits gases into the atmosphere. The most common example is your building’s HVAC system.
  • Energy Use -- Saving energy helps the environment and reduces operational costs. Assign this priority to any item that consumes energy or has the potential to affect energy usage.
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:
  • Not Entered - This is the default value for new items. You should change this value to one of the below.
  • Maintain - Regular maintenance required to maintain current status.
  • Company Image - Improvements required to enhance the public image of the company.
  • Def. Renovation -  Deferral of repairs or renovations which may eventually lead to major damage to a facility and loss of use, hamper building utilization, or affect economies of operation.
  • Cost Effective - Energy or functional conservation measures with a rapid return on investment.
  • Delayed Priority - Repairs and renovations required, but of less urgency than mission support.
  • Mission Support - Actions required to support functional activities, such as manufacturing or production equipment that requires repair to be fully functional, or rooms that require repair in order to support a productive work environment.
  • Environ. Code - Repairs, renovations, and improvements required for long-term compliance with local, state, or federal environmental regulations.
  • Facility Loss - Repairs, renovations, and improvements required to prevent serious facility deterioration and significantly higher costs if not immediately corrected.
  • Code Compliance - Repairs, renovations, and improvements required for immediate compliance with local, state, or federal building regulations.
  • Life Safety - Hazardous building or site conditions that jeopardize life safety of occupants.

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:

  • Not Entered - Item has not been assessed.
  • Very Good - Asset has no defect; appearance is as new. No improvements needed.
  • Good - Minor improvement required. Minor system deficiencies with only marginal effect on system functions. Asset exhibits superficial wear and tear, minor defects, minor signs of deterioration to surface finishes; but does not require major maintenance; no major defects exist.
  • Fair -  Moderate improvement required. Deficiencies cause intermittent problems or affect multiple users. Uncorrected, will result in premature failure or accelerated deterioration of component or system. Asset is in average condition; deteriorated surfaces require attention; services are functional, but require attention. Backlog of maintenance work exists.
  • Poor -  Major improvement required. Critical deficiencies affecting function, health or safety. Asset is in poor condition; deteriorated surfaces require significant attention; services are functional but failing often; significant backlog maintenance work exists.
  • Unacceptable - Complete failure or loss of function. Complete replacement required. Asset has deteriorated badly; serious structural problems; general appearance is poor with eroded protective coatings; elements are broken, services are not performing; significant number of major defects exist.

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:

  • No Action
  • Clean
  • Adjust
  • Remove
  • Repair
  • Replace
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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