Assessment definition

Displays the selected assessment definition.

Asset (Asset assessments only)

Select the asset (e.g. the FM asset, M&E asset or building element) to which the assessment applies.

Space (Space assessments only)

Select the room / space to which the assessment applies.

Property (Property assessments only)

Select the building / property to which the assessment applies.

Code

Enter a relevant code for the assessment.

Description

Enter a relevant description of the assessment.

Assessment date-time

By default, a system macro (&DATETIME) automatically fills this mandatory field with the current date-time, upon adding a new record, but users can select a different date-time for the start of the assessment. This applies to all assessment types.

Person

Select the person responsible for carrying out the assessment.

Questionnaire

If you want to perform an assessment using a questionnaire, select the relevant questionnaire. Regarding mandatory questions: it is possible to save an assessment with an incomplete questionnaire intermediately, as long as it still has the status New. You can only set an assessment to Completed if all mandatory questions are answered.

Comment

Enter a comment on this definition, as required.