Adding assets

Assets can be added to rooms, using two methods.

1. Navigate to the relevant room.

2. Two buttons will be visible Capture Asset, and Select Asset.

a. ‘Capture Asset’ will allow you to take a photo first, then select the asset type.

b. ‘Select Asset‘ will ask you to select the asset type first, then take a photo.

3. Select the relevant asset type from the taxonomy. There are 4 levels to select from, this allows you to identify the exact asset type or building element. By typing into the search bar, assets can be identified without navigating through the taxonomy.

Adding Asset Information

Having found the appropriate asset type, the asset screen will be visible. This displays all the data fields that require information to be provided, these will vary according to the scope of the project. Data fields may be selectable menus, number fields, free text, radio buttons or barcode/QR codes. They may also be mandatory, and have default options applied.

1. The asset type can be changed by taping the edit icon next to the asset name.

2. Additional images can be added by tapping the photo icon at the top right of the screen. A maximum of 5 images per asset can be added.

3. The Unit of Measure, Cost per Unit, and Uplift % provide details on the way that the asset should be quantified, and the associated costs for renewal. Cost per unit and uplifts can be adjusted by the surveyor to provide an accurate estimation. Note: these may be switched off and not visible for your survey.

4. Assets with a square metre (m2 or sqm) unit of measure will have the ability to automatically apply the floor or wall size to the quantity field based on the dimensions recorded in the room data. This can help speed up surveys, and avoid taking measurements on site.

5. Once all the relevant asset information has been recorded, tap Save Asset at the bottom of the screen. The asset will then appear in the room, with a Completed status.

Partial Renewals

Partial Renewals are child activities assigned to the parent asset. They can be used to record defects which require resolution, or future refurbishments to the asset.

For example, an AHU requiring the replacement of a fan motor in 3 years, or a roof covering requiring an immediate patch repair.

The asset details should include the condition and expected remaining life of the entire asset, so it is clear when a full renewal is required, and the associated costs. The Partial Renewal is a part replacement, upgrade or repair.

1. To add a Partial Renewal, tap ‘Partial Renewal’ in the asset screen (just below the asset type).

2. Tap ‘Add Partial Renewal’.

3. Add images (5 maximum) by tapping the camera icon.

4. Type the details relating to the work that is required.

5. Select the appropriate unit of measure.

6. Apply an appropriate renewal percentage (this is a percentage of the total replacement cost)

7. Select a suitable next renewal, i.e. when the work will take place (e.g. 1 = in one year’s time, 5 = in five year’s time).

8. If the work is to recur, enable ‘Renewal Recurs’ and assign a value (e.g. every 5 years).

9. Tap Save Partial Renewal, or Save and Add Another.

Updated on: 17/03/2025