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If you want to add a new device to the Building Service Structure and know where it belongs in the hierarchy, you can add it to a type.

By default, a new device inherits many properties, such as its asset identification key, name, trade, and service level from the properties of the type to which you are adding it. You can edit these properties before you save the new device.

Alternatively, you can add a standalone device to VertiGIS FM as a new entrant. You or another user can assign it to a type later.

This topic outlines how to manually add individual devices in VertiGIS FM. You can alternatively import your own internal record of devices into the VertiGIS FM database using a CSV or XML file. This option is ideal for adding large quantities of devices simultaneously (for example, to establish an initial record of devices in the VertiGIS FM database).

Devices can also be added to VertiGIS FM by importing floor plan drawings. Refer to CAD for more information.

Add a Device to a Type

There are two ways to add a device to an existing type: on the type details page, or on the VertiGIS FM Maintenance search page.

To Add a Device to a Type on the Type's Details Page

1.In the Devices section of the type details page, click the Add (icon-add) icon.

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2.Enter and name for the device in the Name text box.

The Asset Identification Key is inherited from the version you are adding the device to and cannot be edited. You can change the version to which you are adding the new device by clicking the arrow (icon-arrow-button) in the Type box and selecting a new group, designation, and version. Changing the version for the new device programmatically updates the Asset Identification Key. Refer to Asset Identification Keys for more information.

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3.Enter or edit the new device's details as required. The Name and Type values are inherited from the type but can be edited. The State is set to Active by default.

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4.Expand the Technical Characteristics and Commercial Characteristics tabs and enter or edit any details, as required. Technical Characteristics and Commercial Characteristics saved at the type level are inherited by the new device but can be edited.

5.Click Save and Close.

To Add a Device to a Type on the Type's Details Page

1.Navigate to the VertiGIS FM Maintenance search page.

2.Under Objects, click Device.

3.Click the Add Asset (icon-add) icon.

add-device-1

4.Double-click the group to you want to add the device to.

5.Double-click the subgroup within the group that you want to add the device to.

6.Double-click the type within the subgroup to which the new device will belong, or select it and click Apply.

7.Enter and name for the device in the Name text box.

The Asset Identification Key is inherited from the version you are adding the device to and cannot be edited. You can change the version to which you are adding the new device by clicking the arrow (icon-arrow-button) in the Type box and selecting a new group, designation, and version. Changing the version for the new device programmatically updates the Asset Identification Key. Refer to Asset Identification Keys for more information.

8.Enter or edit the new device's details, as available. The Name and Type values are inherited from the asset type but can be change. The State is set to Active by default.

9.Expand the Technical Characteristics and Commercial Characteristics tabs and enter or edit any details, as required. Technical Characteristics and Commercial Characteristics saved at the type level are inherited by the new device but can be changed.

10.Click Save and Close.

After you save the new device, you can see it in the Devices section on the type's details page.

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New Device Shown on the Type Details Page

Import Devices

As an alternative to manually creating devices, you can import them using an Excel file, using a CAD file, or by integrating your VertiGIS FM instance with a VertiGIS Studio web map that contains device data.

Refer to Import and VertiGIS Studio Integration for more information.

You can contact support for assistance importing devices or other internal facilities management data into VertiGIS FM.

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Documentation Version 1.0