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Devices

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Devices refer to individual assets or systems in the VertiGIS FM database and are the lowest hierarchical level in the Building Service Structure.

A device is the child node of a version and is listed with the version's other devices in the Devices section of the version details page. Many device details are inherited from the version when you create a new device.

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Devices Section on the Version Details Page

A device has the same Asset Identification Key as the version in which it was created, with a decimal number at the end of identify it uniquely.

Device Details

The device details page is accessed by

clicking on a device in the Devices section on the version details page.

clicking on a device in the search grid on the search page.

Device

The Device section provides a general profile of the device.

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Device Details Section on the Device Details Page

To edit information in this section, you must edit the device details.

Device Details Icons

Icon

Action

icon-editicon-edit

Edit the device details.

icon-locate

View and edit the device's linked GIS feature. This can include moving its location on the web map, unlinking the device and the GIS feature, or deleting the device's corresponding GIS feature from the web map. This icon only appears if your VertiGIS FM implementation is integrated with a VertiGIS Studio project and if the device is linked to a GIS feature.

icon-copy

Create a copy of the device. This opens the form to add a device with the new device's name, version, technical characteristics, and commercial characteristics inherited from the device whose details page you're viewing.

icon-copy-multiple

Create multiple copies of the devices. This opens the form to add a device with the new device's name, version, technical characteristics, and commercial characteristics inherited from the device whose details page you're viewing.

icon-reports

Generate a report. 

icon-gear

Show or hide sections on the device details page.

Device Section Details

Detail

Description

Asset Identification Key

The serial code that indicates the device's groupdesignation, and version in the Building Service Structure.

Name

The name of the device.

Trade

The trade, industry, or occupation type associated with the device.

Service Level

A classification of the possible effects of the device's being defective. Selectable options are 

A1 - major disruption

B1 - high safety risk

C5 - general defect

State

The status of the device. Selectable options are

Active: Device is in operation

Not active: Device is not in operation and can not have measures or maintenance strategies applied

Stored: Device is not in operation but can have measures and maintenance strategies applied.

In rejection: Device is not in operation but appears in search lists.

Rejected: Device has been permanently retired and can only be found in historical data searches.

Location

The current location of and upcoming location assignments for the device. The location is an asset (a real estate, building, floor, construction stage, or room) from the VertiGIS FM Buildings hierarchy. You can click the magnifying glass (magnifying-glass) next to the location to the details page for the location, or click the icon-info icon to view a snapshot of details of the location.

Reservable

A check box that, when selected, allows the device to be reserved.

Stock-taking obligatory

Allows the device to be used in inventory. See Inventory.

Safety-related

Indicates whether employees must receive safety training to operate this device or asset.

Navigation

The Navigation section indicates the device's group, designation, and version in the Building Service Structure hierarchy or its location's place in the Buildings hierarchy.

device-details-navigation

Navigation Section on the Device Details Page (Building Service Structure Data)

If the device's Location field indicates that it is in a real estate, building, floor, or room that exists in the database, the Navigation section can show the device's location in the VertiGIS FM Buildings hierarchy.

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Navigation Section on the Device Details Page (Location Data)

You can double-click a level in the hierarchy in the Navigation section to navigate to its details page (i.e., the version details page or building details page).

You can configure whether the Navigation section on the device details page indicates the device's place in the Building Service Structure or in the Buildings hierarchy from its location data. Refer to Navigation on the device as TGA structure under Product Settings for more information.

Image/Map

The section to the right of the Navigation section indicates Image or Map, depending on whether images related to the device have been uploaded and whether any maps are available to show the location of the device. No section appears in this space if neither images nor maps are available for the device.

If both images and a map are available, you can toggle between them by clicking the icon-globe-2 and icon-photo icons.

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Toggle to Map

map-image-2

Toggle to Image

Image

When the Image section is already displayed, you can click the icon-camera icon to view an enlarged version of the image.

Images uploaded in the Documents section are then displayed in the Image section. You can upload images related to the device by attaching an image file in the Documents section on the details page.

To Upload an Image

1.Expand the Documents section on the details page. You may need to show the section first.

2.Click the Add (icon-add) icon.

3.Click Place files for upload here (or click) and double-click the image file in Windows Explorer. Alternatively, you can drag the file from a Windows Explorer window into the box.

add-image-2

If you want to attach the image to another device while you're uploading it, click the icon-add icon and select an additional device. You can do this for multiple device when you upload an image.

4.Click Save and Close.

Map

If the Map section is available on the device details page, the device's location is shown on one of two maps:

on a web map from a VertiGIS Studio application that has been integrated with VertiGIS FM.

on the Open Street Map (OSM), a basic map that shows the location of assets using location and address data stored in the VertiGIS FM database. The OSM is available for all clients who do not have any VertiGIS Studio projects.

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Asset Location Shown Using the Open Street Map

If the OSM is activated and does not appear on the device's details page, ensure the device is associated with a street address.

The location of a service desk ticket is displayed based on the location of the street address of the real estate, building, floor, construction stage, or room associated directly with the ticket.

If the ticket is for a device, the location of the ticket is displayed based on the street address of the real estate, building, floor, construction stage, or room selected in the Location section on the device details page.

If the ticket is for a door, gate, or window, the location of the ticket is displayed based on the street address of the real estate, building, floor, construction stage, or room selected in the Installed In field on the details page. Refer to Buildings Hierarchy for more information.

Refer to Open Street Map Viewer for information about viewing your assets on the OSM.

web-map-1

Building and Maintenance Assets Shown on an Integrated VertiGIS Studio Web Map

If your organization has integrated its own VertiGIS Studio web map with VertiGIS FM and mapped a layer to devices, you can click the Locate (icon-locate) icon on the device details page to manage the GIS feature associated with the device.

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Locate Icon on the Device Details Page

Clicking the Locate button opens the Edit Object workflow. This allows you to move the location of the device's corresponding feature in the GIS, unlink the device and the feature so that changes to the item in the GIS are not reflected in the VertiGIS FM database (and vice-versa), or delete the GIS feature so that the device only exists as an object in VertiGIS FM.

The Maps section does not appear on the device details page if devices are not mapped to any layers in an integrated VertiGIS Studio web map and the Open Street Map (OSM) is not activated.

Technical Characteristics

In the Technical Characteristics tab, you can enter details like the model number, year of construction, physical attributes, and other technical properties. These characteristics can be set at the version and inherited by the device.

The Technical Characteristics tab stores the information below. To edit information in this section, you must edit the device details.

Technical Characteristics

Characteristic

Description

Example

Model no.

A serial number or product code for the device.

1265-97378-12

Year of construction

The year the device was manufactured.

2021

Start-up Date

The date the device has been in production since.

3/1/2021

Estimate Service Life

The estimated lifespan of the device. Refer to Estimate Service Life for more information.

4 Year(s)

Quantity

The quantity of the devices. This field could be used if, for example, an organization has hundreds of identical demo devices but finds it sufficient to only create one instance of it in VertiGIS FM.

500

Weight [kg]

The weight of the device in kilograms.

13.60

Icon

The symbol that represents the device graphically in CAD drawings. Symbols that have been created under Administration can be selected.

Chair

Description

A description of the device.

White laptop

Estimated Service Life

It is important to enter the Estimated Service Life so that VertiGIS FM can calculate the market value of the product. Refer to Value in Commercial Characteristics for more information.

device-technical-characteristics-2

Technical Characteristics Tab on the Device Details Page

The available fields on the Technical Characteristics tab may vary depending on the Additional Details settings saved at the version level.

Commercial Characteristics

In the Commercial Characteristics tab, you can enter details like the device's manufacturer, owner, price, warranty start and end dates, and other commercial properties. These characteristics can be set at the version and inherited by the device.

To edit information in this section, you must edit the device details.

Commercial Characteristics

Characteristic

Description

Example

Division

The department or division of the company the device belongs to. 

Distribution

Person Responsible

A person who can be contacted for device maintenance or information. You must select a contact or company stored in the Contact Management module. 

Obermeyer

Ownership

The commercial status of the device. Selectable options are stored in the Ownership catalog entry

Property

Owner

The person who owns the device. You must select a contact or company stored in the Contact Management module. 

Ackermann, Brunhilde

Purchase Price

The price for which the device was purchased.

550.00

Date of Purchase

The date the device was purchased.

2/14/2011

Actual Cash Value

The market value of the device.

100.00

Cost Center

The entity to which maintenance or consumption costs incurred by the device are to be charged. An option must be selected from the set of cost centers created in VertiGIS FM Costs and Budgets. 

7001010, Real Estate

Start Warranty

The date the device's warranty started.

2/14/2011

Duration Warranty

The length of the device's warranty.

2 Year(s)

End of Warranty

The date the device's warranty ends.

2/13/2013

Manufacturer

The organization that manufactured of the device. You must select a company stored in the Contact Management module. 

HP

Supplier

The organization that supplied of the device. You must select a company stored in the Contact Management module. 

HP

Installer

The party that installed the device. You must select a company stored in the Contact Management module. 

Geek Squad

Warranty

The warranty fields can be used to set up warranty monitoring for the device. When you enter the Start Warranty and one of the Duration Warranty or End of Warranty fields and click Save, the third field populates based on the warranty data entered.

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When you save the form with a valid warranty, the warranty expiration date displays on the device's page.

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Warranty Expiry Warning on the Device Details Page

Value

VertiGIS FM can calculate an estimated market value of the device in the Actual Cash Value field if you enter the Estimated Service Life value in the Technical Characteristics tab and the Purchase Price and Date of Purchase in the Commercial Characteristics tab. This feature allows you to make cost-sensitive decisions about the maintenance of the device: for example, you may decide that a damaged device that is no longer under warranty should not be repaired because the repair cost exceeds the value of the device.

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Value Field in the Commercial Characteristics Tab

Location

In the Location section, you can a location in the VertiGIS FM Buildings hierarchy (for example, a room) as the location of the device. If no VertiGIS Studio project is integrated with the VertiGIS FM implementation, the device can be displayed on the Open Street Map using the address of the asset selected in the Location section. Multiple locations can be assigned to a device as long as the dates associated with them do not overlap.

device-location

Assigned Locations on the Device Details Page

For instructions on how to assign a location to a device, click here.

Maintenance Strategies

The Maintenance Strategies section lists routine all measurements or inspections that occur for the Device. Refer to Maintenance Strategies for more information.

On the device details page, the Maintenance Strategies section has a Defined for column that indicates whether the maintenance strategy was created for the entire version ("Type") or specifically for the device.

maintenance-strategies-on-device

Maintenance Strategies Section with Defined For Column on the Device Details Page

Tickets

The Tickets section lists any service desk tickets associated with the device.

Defects

The Defects section lists the defects that have been logged against the device. Refer to Defects for more information.

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Defects Section on the Device Details Page

Orders

The Orders section lists individual scheduled orders (e.g., measurements or inspections) for the device. These can be standalone appointments or part of a Maintenance Strategy.

orders-section

Orders Section on the Device Details Page

Click the Add (icon-add) icon to add an order to the device. If you create an order this way, the device's location will be used to show the location of the the order on any web maps you've integrated with VertiGIS FM.

For more information about orders, click here.

Costs/Revenues

The Costs/Revenues section lists the incoming or outgoing invoices associated with the device. These could includes purchasing invoices, maintenance invoices, insurance costs, and more.

Operating Meter

This section lists any meters that have been applied to the device's version. You can record meter readings on the device by clicking the Add Meter Readings (icon-batch-editing) icon. This section is not visible if no operating meters have been applied to the device's version.

devices-operating-meter

Operating Meter Section on the Device Details Page

For information about adding operating meters, click here. For information about recording meter readings, click here.

Appointments

The Appointments section lists the scheduled appointments (a call or in-person meeting) that are associated with the device. Appointments are action items that can be scheduled for any object in VertiGIS FM and are not to be confused with maintenance strategy orders.

To add an appointment for the asset, click the Add (icon-add) icon in the Appointments section on the details page.

When an appointment is completed, it is converted to a note and shown in the Notes section.

Hierarchy

The Hierarchy section is an information-only feature that can be used to document hierarchical relationships between individual devices. Click here for more information.

Documents

The Documents section lists the documents, including image files, associated with the device. Refer to the Document Management chapter for more information, including instructions on how to upload a document.

Documents uploaded on the version details page are shown on the details page for all devices added to the version.

Notes

The Notes section lists notes that have been posted in relation to the device.

It also lists completed appointments as notes.

Additional Properties

The Additional Properties section lists any custom properties that have been created for the group. This section does not appear unless custom properties have been created for the device at the version, designation, or group level in the Building Service Structure. Refer to Flexible Properties for more information.

If any of the sections noted above do not appear on the details page, you may need to edit the section authorization to show them.

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Documentation Version 1.0