For inventory items, you can create intervals and generate inspections and orders programmatically to ensure ongoing maintenance. You can also manually create individual inspections or orders for an inventory item.

You can create inspections for functional units that contain inventory items instead of creating individual inspections for inventory items.

Intervals

Intervals are sets of criteria that generate inspections and orders for workers in the field to complete on a given Enter value. They offer an alternative to manually creating inspections and orders one at a time.

An interval dictates how often and during what time(s) of the year and inspections or orders for a specific Enter value must be completed.

Intervals for inspections and orders are both listed in the Standing Orders section on the Enter value's details page. Inspections generated by an inspection interval appear in the Inspections section, and orders generated by an order interval appear in the Orders section. You can match an individual inspection or order to an

Intervals for Inspections and Orders

Catalogs

To create inspection and interval orders, ensure the following catalogs have sufficient data on the Administration > Master Data > Catalog Management page, in the Playground section.

Inspection and Order Interval Catalogs

Service Level Property

In addition to ensuring the catalogs above are populated, you must also assign a service level to the Enter value for which you are creating an interval in its core details. You can do this when you edit the Enter value.

Inventory Item Service Level Property

Create Inspections

An inspection involves the assessment of a Enter value;s condition. Each individual inspection or set of inspections generated by an interval can have specific instructions and requirements.

You can view all existing inspections on the Playground management search page.

For Enter values, you can create intervals that generate inspections according to criteria you specify or manually create individual inspections for users in the field to complete.

Create an Inspection Interval for an Enter value

To create an inspection interval for an Enter value, an entry that specifies how often the interval should generate orders (for example, monthly, every 6 months, or annually) and the billing rate associated with the work must exist in the Type of Inspection catalog. The frequency of inspections generated by the interval will depend on the selected catalog and the Enter value's Service Level property.

You can create an interval for a Enter value on its details page.

To Create an Inspection Interval for an Enter value

1.Navigate to the details page for the Enter value for which you want to establish an inspection interval.

2.Expand the Standing Orders section and click the Add Inspection () icon.

3.Click the > menu in the Type menu and select an inspection type. Selectable options are saved in the Type of Inspection catalog.

Entries in the Type of Inspection catalog are not selectable if the Enter value does not have a service level selected in its core properties.

Based on the Type of Inspection entry you select in the Type menu, VertiGIS FM populates the Tariff field with the current billing rate saved in the selected catalog entry, the Planned/costs/unit [cost/m²] and Planned time/unit [h/m²] associated with the current billing rate saved in the selected catalog entry, and the From field with the From date associated with the current billing rate saved in the selected catalog entry.

4.In the Responsible field, select the user to whom inspections generated by the interval should be assigned. By default, the user signed in to the application who is creating the interval is selected.

Refer to Interval Details for descriptions of all form fields.

5.Click Save or Save and Close.

The new interval is now listed in the Standing Orders section on the Enter value's details page. If the interval's Mode property is set to Activated, intervals generated by the interval will appear in the Inspections section.

Order Generated by New Interval

Manually Create a Single Inspection for an Enter value

If an Enter value requires a type of inspection once, and the inspection will not need to be repeated on an ongoing basis, you can simply create a single inspection instead of creating an inspection interval.

To Manually Create a Single Inspection for an Enter value

1.Navigate to the details page for the Enter value for which you want to create an inspection.

2.Expand the Inspections section and click the Add () icon.

3.Click the > menu in the Type menu and select an inspection type. Selectable options are saved in the Type of Inspection catalog.

Entries in the Type of Inspection catalog are not selectable if the Enter value does not have a service level selected in its core properties.

You can complete the inspection at the same time as you create it by selecting the Completed check box.

4.Click Save or Save and Close.

Create Orders

An order is a work item that involves completing maintenance on an Enter value. Each individual order or set of orders generated by an interval can have specific instructions and requirements.

You can view all existing orders on the Playground management search page.

For Enter values, you can create intervals that generate orders according to criteria you specify or manually create individual orders for users in the field to complete.

Create an Order Interval for an Enter value

To create an order interval for an Enter value, an entry that specifies how often the interval should generate orders (for example, monthly, every 6 months, or annually) and the billing rate associated with the work must exist in the Type of Inspection catalog. The frequency of inspections generated by the interval will depend on the selected catalog and the Enter value's Service Level property.

To Create an Order Interval for an Enter value

1.Navigate to the details page for the Enter value for which you want to establish an order interval.

2.Expand the Standing Orders section and click the Add Order () icon.

3.Click the > menu in the Type menu and select an order type. Selectable options are saved in the Type of Maintenance Order catalog.

Entries in the Type of Maintenance Order catalog are not selectable if the Enter value does not have a service level selected in its core properties.

Based on the Type of Maintenance Order entry you select in the Type menu, VertiGIS FM populates the Tariff field with the current billing rate saved in the selected catalog entry, the Planned/costs/unit [cost/m²] and Planned time/unit [h/m²] associated with the current billing rate saved in the selected catalog entry, and the From field with the From date associated with the current billing rate saved in the selected catalog entry.

4.In the Responsible field, select the user to whom orders generated by the interval should be assigned. By default, the user signed in to the application who is creating the interval is selected.

5.Click Save or Save and Close.

Manually Create a Single Order for a Enter value

If an Enter value requires a type of order once, and the order will not need to be repeated on an ongoing basis, you can simply create a single order instead of creating an inspection interval.

To Manually Create a Single Order for a Enter value

1.Navigate to the details page for the Enter value for which you want to create an inspection.

2.Expand the Orders section and click the Add () icon.

3.Click the the > menu in the Type menu and select an order type. Selectable options are saved in the Type of Maintenance Order catalog.

4.Click Save or Save and Close.

Alternatively, you can create an order for an Enter value when you complete an inspection for a functional unit to which the Enter value has been added.

Create Orders Based on Damage Entries

In VertiGIS FM Greenspaces, you can also create new orders using existing damage entries that have been recorded in the system. Employees assigned the order can see a link to the originating damage entry when they open the order.

By following this procedure, you can create multiple orders for multiple damage entries at the same time. Each order must have the same Type of Maintenance Order template selected in the Type menu.

Order Created Based on Damage Entry

To Create an Order Based on Damage Entries

1.Navigate to the Playground Management search page.

2.Under Objects, click Damage.

3.Select the damage entries based on which you want to create new orders, and then click the Order Creation () icon. A new order will be created for each damage entry you select, but each one must have the same Type of Maintenance Order selected.

4.Click the > button in the Type menu and select an order template. Selectable options are saved in the Type of Maintenance Order catalog.

5.Click Apply to All. New orders will be created for each of the damage entries listed in the Adopted Elements section.

6.Click OK.

The new orders are added to the database.

New Orders Shown on Playground Management Search Page

You can also access the orders when viewing the damage entry, when viewing any inspections associated with the damage entry, or from the Orders section on the details page for the data object (green area, partial area, functional unit, or inventory item) associated with the damage entry.

Opening Order Created Based on Damage Entry

Interval Details (Inspections and Orders)