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Managing building optics

On the Building Optics main page, you'll see click-able building names. Clicking on any building’s name will direct you to a holistic page for viewing the building optics and/or perform different actions.

 

General information

Right in front, you’ll see two sections:

  • One on the left shows the name and address of the building with an illustration or a picture of the building.

  • On the right side, you can see all the information related to the building.

 

 

  • This information includes:

    • Built: The year it was built and the years it has been in use.

    • Floors: The number of floors in this building.

    • Sprinkler Protected:

    • Square Footage: The total area of the building.

    • Number of assets identified: Total number of assets in this building.

    • Assets per 1000 sf: Number of assets in each 1000 square foot.

    • Replacement Value of Assets: The amount it’ll cost to replace all assets.

    • Last Assessment: The date on which the last assessment was conducted for this building.

    • PM FTE calculated:

    • FTE actual:

    • Recommended Annual PM Program (Labor/Cost/FTE): The amount it’ll cost to carry out the recommended annual PM program.

    • Occupancy: The industry this building belongs to. For example, health care or educational institution.

    • Accreditation/AHJ:

    • Ownership: Ownership status.

    • Service Type: The type of service industry this building is a part of. For example, a hospital or a school.

    • Licensed Beds: Number of licensed beds in this building.

Indexes

Upon scrolling down, you can see different indexes in half-pie charts and the calculated FTE.

 

Tabs and buttons

After the indexes, you can see different tabs and buttons. The tabs here are:

  • Assessments

  • Documents

  • Projects

  • Attachments

  • Links

  • Responsible Users

Assessments

  • Click on this tab to see a list of assessments.

  • You can see a Filters button for specifying your search.

  • Use the search box to find an asset by its name or type.

 

 

You can view the following information here:

  • Date: The date on which the assessment was conducted.

  • Asset Name: The asset name which was assessed. The asset name is click-able and will direct you to Assets > General > Asset Name.

  • Asset Type: The category the asset belonged to. For example, an air handling unit.

  • FHIE Score: Facility health index score of the asset after assessment.

  • Assessed By: The name of the person who conducted the assessment.

  • Comments: Any comments regarding the assessment process or the assets.

Documents

Click on this tab to see the documents related to this building. This tab has a search box only. On the right side of the search box, you can see the +Upload Document button.

 

 

You can see the following information here:

  • Document

  • Description

  • Type

  • Uploaded by

  • Expiration Date

  • Reminder

Uploading a document

  1. Click on the +Upload Document button.

  2. A modal will open.

     

     

  3. Click on Type of document drop-down and select what kind of document you are uploading.

  4. Set a date in the Expiration date field for when the document expires. For example, if it’s a license.

  5. Click on the Send me reminder drop-down to set a time to get a reminder about the document expiry.

  6. Add a description of the document in the Description box.

  7. You can either drag and drop a file or click to browse and upload the document from your desktop.

  8. Click Update to upload the file or Cancel to go back.

Projects

  • Switch to this tab if you want to see a list of projects associated with this building.

  • There’s a Filters button and a search box to specify your search for a project.

  • The search box allows you to search for a project by its name.

  • The projects’ names are click-able and will direct you to Project Builder > Project where you can view project details.

     

     

  • You’ll find the following information here:

    • Project Name

    • Assets (Bldg/Total)

    • Created by

    • Last Updated

    • Total Project Cost

       

Attachments

  • Switch to this tab if you want to see attachments related to this building. It can be spread sheets, documents, photos, etc.

  • There’s a Filters button and a search box to specify your search for a particular file.

  • You can see the following information:

    • Date

    • File

    • Description

    • Uploaded by

    • Size

  • You can see a +Upload File button on the right side.

     

Uploading a file

  1. Click on +Upload File button.

  2. A modal will open.

     

     

  3. Write the description of the file in the Description box.

  4. You can drag and drop or click to browse a file from your desktop.

  5. Click Update to upload the file or Cancel to go back.

Links

  • You can use this tab to view relevant links and to add a link if required.

  • You can see the +Add link button on the right side.

  • The search box allows you to find the link you want.

  • You can find the following information:

    • Description

    • Link

    • By

    • Date

       

Adding a link

  1. Click on +Add link button.

  2. A modal will open.

     

     

  3. Write a description of what the link is about in the Description box.

  4. Paste the URL in the Link field.

  5. Click Submit to add the link or Cancel to go back.

Responsible Users

  • You can use this tab to see a list of responsible users for this building.

  • The search box here allows you to search for a user.

  • You can add a new user by clicking + Add Users button on the right side.

     

Adding users

  1. Click on + Add Users button.

  2. A modal will open.

     

     

  3. In the Select user field, click on the Select Value drop-down. You’ll see a list of users. You can select one or all.

  4. Click Save to add the user or Cancel to go back.