Creating facilities

Create facilities to identify and maintain buildings, floors, elevators, HVAC units, etc. for associated properties.

To create facilities:

  1. Open the Facilities form.
  2. Click New Record.
  3. Property—Enter the property to which the facility belongs.
  4. Facility—Enter a unique code identifying the facility, and then enter a description of the facility in the adjacent field.
  5. Facility Parent—Enter the parent facility.
  6. Type—Select the facility type.
  7. Status—Select the status of the facility, e.g., In Service to designate the facility as available for use. The system automatically populates Withdrawal Date when Status is Withdrawn.
  8. Year Built—Enter the year the facility was built or purchased.
  9. Commission Date—Enter the date the facility was commissioned.
  10. Assigned To—Enter the person responsible for maintaining the facility, typically the maintenance personnel.
  11. Out of Service—Select to exclude the facility from lookups.
  12. FCI Calculation—Select to calculate the Facility Condition Index (FCI) for the facility.
  13. Service Life (years)—Enter the service life of the facility.
  14. Facility Condition Index (FCI)—Enter the resultant FCI based on the maintenance details of the facility. Cost of Needed Repairs/Current Replacement Value=FCI
  15. Cost of Needed Repairs—Enter the cost of necessary repairs. The system automatically populates the currency and selects Eligible for Energy Star Label.
  16. Replacement Value—Enter the current replacement value for the equipment. The system automatically populates the currency.
  17. Cost Roll-up—Select if costs should roll up to the parent facility.
  18. Track Utility Bills—Select to mark the facility as having capabilities to record utility bills.
  19. Track GAS—Select to set the facility as GAS (Global Asset Sustainability) Tracked.
  20. Manufacturer—Enter the facility's manufacturer.
  21. Serial Number—Enter the facility's serial number.
  22. Model—Enter the facility's model number.
  23. Lock Reliability Ranking Values—Select to lock the reliability ranking values for the facility on the Reliability Survey tab of the Equipment screen.
    Note: If Lock Reliability Ranking Values is selected, the system will not allow the user to modify the reliability survey answers and calculate reliability ranking values for the facility. The system also prevents the selection of facility for update on the Batch Update Reliability Ranking Values form.
  24. Reliability Ranking—Enter the reliability ranking code for the facility. The system automatically populates Reliability Ranking Index, Reliability Ranking Score, Reliability Ranking Values Out of Sync, Reliability Ranking Values Last Calculated, Reliability Survey Last Updated, and Reliability Ranking Setup Last Updated, after answering the reliability survey.
  25. Click Save Record.