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Asset information for operations

What does the FM team need on day one?

Start from the decisions operations make, then ask only for the data those decisions need: which assets, which properties, which tags, in a structure their systems can load.

Understand

What it is, in plain language

01
How it works

The process, at a glance

From operator decisions to data that loads
  1. 1
    Decisions

    What the operator decides and must comply with

    Output: List of decisions and obligations

    Gate: Agreed with the FM and maintenance teams
  2. 2
    Asset types

    Which things are maintained as assets

    Output: Maintainable asset types

    Gate: Not every element is an asset
  3. 3
    Properties

    Per asset type, with format and who provides it

    Output: Asset information requirements

    Gate: Each property linked to a decision
  4. 4
    Checks

    Rules run at every data drop

    Output: Validation rules (IDS, COBie checks)

    Gate: Checked from technical design on
  5. 5
    Test importMandatory

    Into a copy of the CAFM or CMMS

    Output: Data that loads

    Gate: Imported before handover, not after

Start from decisions, end with a test import. Every property must be traceable to a decision.

Common mistakes

What goes wrong most often on real projects.

  • Copying a generic template with hundreds of properties, then accepting 'n/a' everywhere.
  • Tags in the model that never reach physical labels.
  • Not involving the people who run the CAFM or CMMS.
  • Asking for everything at handover instead of building data up stage by stage.

Is it in place on your project?

Tick what is done — it counts towards the checkpoint on your learning path.

0 / 4 in place