Assessment definitions
Assessments of corporate assets can provide insights into the risks and opportunities for your enterprise and help you make value-based decisions.
If you want to start using assessments in Planon ProCenter , the first step is to define what type of assessment you want to perform, by creating Assessment definitions. See Adding an assessment definition.
The following types of assessment definition can be added:
• document driven
• questionnaire driven
For each type of assessment, the results (answers and/or observations) can be stored in the Assessments and observations TSI. If you use questionnaires, the assessment itself can be scored and compared to previous assessments.
After you have created assessment definitions you can make them more specific, by linking them to the relevant Properties, Spaces or Assets. You can also add documents to them via communication logs. The next step is to add the actual Assessments to the definition.
 | • The use of Assessment definitions and Assessments is optional. Observations and Topic scoring for observations can be part of an assessment, but they can also be used independently. • In the back-office (Orders and Maintenance planner TSIs), assessment definitions can be linked to either an order or to a maintenance activity definition. This makes it possible to schedule assessments for field engineers / inspectors in the form of orders / maintenance activities. The field staff will be prompted to perform the assessment via their app. In case of a questionnaire driven assessment, the Assessment definition reference field can also be used to create the actual assessment in an external mobile application. See: Planning and performing (mobile) assessments via a work order and Planning and performing (mobile) assessments via a maintenance plan. |