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Navigation: Buildings

Condition Assessment

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The Condition Assessment module is used to manage and process comprehensive inspections of buildings and rental agreements, and to configure status ranges your users can select to record condition assessments for elements of specific assets.

The Condition Assessment module is typically bundled with the VertiGIS FM Buildings product but can be used to support assets managed in VertiGIS FM Maintenance, VertiGIS FM Contracts, and other products.

Legacy Dashboard

The Condition Assessment legacy dashboard includes the sections below.

Operational Procedures

The Operational Procedures section of the Condition Assessment start page includes shortcuts to important workflows used in the module.

Operational Procedures Template

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Add Inspection

Shortcut to the workflow to create building inspections and rental agreement inspections for employees in your organization to complete.

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Carry Out Inspection

Shortcut to complete building inspections and rental agreement inspections already created.

Opens a page that lists all existing building and rental agreement inspections assigned to the employee signed in to the application.

Conditions

The Conditions section lists previously recorded status range condition assessments for assets in your system.

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Conditions Section

You can sort existing condition assessments according to the criteria below.

Conditions Table

Criteria

Description

icon-status-header

The status of any building inspection or rental agreement inspection in which the condition assessment for the asset was recorded, if applicable.

Status Range

The type of asset associated with the condition assessment. This can include a hard-coded asset for which you can create condition assessments (for example, a building) or a group or designation in the Device and Systems Structure in VertiGIS FM Maintenance.

Valuation Criterion

The entry (part or component of the associated asset) for which the condition assessment was recorded.

Name

The name of the asset associated with the entry for which the condition assessment was recorded.

Value

The numerical value assigned to the asset's entry as part of the condition assessment.

Description

The description associated with the numerical value assigned to the asset's entry.

Actions

The Actions section lists a shortcut to the Status Ranges page, which lists all the entries within each asset that users can assess, the substance value and use value assigned to each entry, and the status worths users can select for each entry. Refer to Status Ranges for more information.

Dashboard Customization

As a system administrator, you can create a customized dashboard for the start page for each VertiGIS FM product and module included in your license. Tools in the dashboard customization feature allow you to design a dashboard that conveys important information to your users, using your own live VertiGIS FM data associated with any assets, data objects, and properties in your system.

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Customized Dashboard with Characteristic Values, Charts, and a Map

Dashboard objects you can add to your start page include KPI metrics, charts, lists, and maps. You can also include any of the template sections shown on the default start page to your customized dashboard.

When you create a custom dashboard, you can add any of the items below to your start page.

Dashboard Object Presentation Types

Presentation Type

Description

Characteristic Value

A counter that reflects the quantity of a data object (e.g., the number of buildings or devices) in the VertiGIS FM database, or the sum or average of a property with a numeric values across all data objects of a given type (e.g., the total floor area across all buildings in the system).

Chart

A line, bar, or circle (pie) chart that visualizes data associated with a VertiGIS FM data object.

List

A list of data objects of a given type (e.g., devices, buildings, or work orders), with their properties sorted into columns to allow your users to search and filter them on the dashboard.

Map

A VertiGIS Studio web map that has been integrated with your VertiGIS FM environment. You can configure it to display a layer mapped to a data object in VertiGIS FM.

Shortcut

An icon image and text that links to an external application or website.

Template

Default data objects, like Actions, Operational Procedures, and task-based objects associated with the user signed in to VertiGIS FM.

To access the dashboard customization page, click the gear icon (icon-gear) at the top of the start page whose dashboard you want to customize.

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Link to Dashboard Customization Page

Refer to Dashboard Customization for instructions on how to add custom objects to your dashboard.

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Documentation Version 1.0