Core TSIs : Assets : Asset Maintenance : Condition-based maintenance of assets and building elements : Automatically populating Assets after processing a survey
Automatically populating Assets after processing a survey
After processing survey data in Survey Management > Condition Surveys, Assets is updated with the most recent findings. The result is that:
• New assets or building elements are created, based on processed survey data. When new assets or building elements are added, new associated condition data and condition details are also added. For more information, see Adding new assets based on processed survey data.
• Existing condition data and condition details are updated. For more information, refer to Updating Assets by processing a survey.
Adding new assets based on processed survey data
Survey elements in Survey Management > Condition Surveys are the basis for populating Assets with new assets or building elements.
When processing survey data in Condition Surveys, Planon ProCenter checks whether there are any references from survey elements to standard building elements or standard assets in the Asset Library. If a reference exists, Planon ProCenter takes into account the cluster profile defined in Supporting data to determine the number of assets to be created.
When new assets are created they not only inherit the property, standard asset, unit of measurement and additional cluster profile criteria, but also fields such as Code,Description,Brand, etc. which are derived from the standard asset or standard building element.
As a result, standard assets or standard building elements with the same default and additional cluster profile criteria form a new asset in Assets .
Diagram showing relations between Assets, Surveys and Cluster profilesDiagram showing relations between Assets, Surveys and Cluster profiles
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For more information on defining cluster profiles, see Survey cluster profiles.
For more information on adding survey elements, see Condition Surveys.
Updating Assets by processing a survey
If you process survey data in Survey Management > Condition Surveys, condition-related data of existing assets or building elements is updated and new assets or building elements are added in Assets . For an overview of the relevant fields, refer to Fields specific to condition-based maintenance.
To use the action Process survey data, a survey element must be set to the status Ready for processing.
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To make a status transition to Ready for processing, the Observed condition before maintenance field at Survey elements must be populated.