How Archibus Defines and Schedules Recurring Inspections

To ensure that field assessors visiting the facility inspect the correct items, an assessment manager can provide them with a series of blank records defining the items that they are to inspect. These records list the equipment and location items that they should visit and provide blank fields for the assessors to record their observations. In addition to the records that you generate for assessors, assessors always have the option of creating new records while in the field. Once you generate the assessment records, you can assign them to one or more assessors. Assessment managers create Condition Assessment surveys when they are ready to be performed, to help ensure the most current room and equipment inventory are generated for the survey.

Figure 35: Assessment managers use the Generate Assessment Records form to provide assessors with blank assessment records for rooms and/or equipment to be surveyed.

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