Processing survey data
You can populate or update the Assets Pro TSI with information about surveyed assets and building elements.
If survey elements are based on a standard asset then new assets or building elements with condition data and details are created, using the Cluster profile field.
If they are based on an existing asset or building element, condition data and condition details are added to these existing assets or building elements.
If survey elements are based on a standard asset then new assets or building elements with condition data and details are created, using the Cluster profile field.
If they are based on an existing asset or building element, condition data and condition details are added to these existing assets or building elements.
Prerequisites
• A relevant survey project is available in > , (see Adding a survey project). This survey project is linked to one or more properties.
• To be processed, the surveys in the project must be in the Ready for processing status.
• Relevant survey elements are available in Condition Surveys along with their condition score, risk score, location, and cluster criteria.
Procedure
1. At Survey projects, select the relevant survey project.
2. On the action panel, click Process survey data.
The Process survey data dialog box appears.
3. Select one or more properties whose survey data you want to process.
4. In the Condition data effective date field, select a date on which the survey data is applicable.
5. In the Cluster profile field, select a relevant cluster profile based on which you want to add new assets or update existing assets in Assets .
 | For more information on defining cluster profiles, see Survey cluster profiles (Supporting Data). |
6. Click OK.
When the survey project is processed, the Processed status is assigned to the surveys in the project. The data existing for the survey elements updates the Assets TSI:
• By adding new assets or building elements with associated condition data and condition details.
• By adding condition data and condition details to existing assets and building elements.
If new assets or building elements are created based on a standard asset or standard building element, associated items such as sub assets, defects lists, standard service plans and standard asset components are by default copied to the new asset after processing a survey.
| | Condition details that were added through the Process survey data action in Condition Surveys become read-only and cannot be manually deleted from Assets . |