12. BCA
BCA (Building Condition Assessment, assessment for assets and its components)
In a building having various assets, an assessor (agent) will visit the building to inspect the condition of these assets and components. Assessor evaluating the condition of the assets and their components.
The assessor will generate an audit report with detailed condition of the assets and their components, including whether the assets are functioning properly and the condition of each component. This report will be sent to the supervisor, who will review it and either approve or reject the project based on the findings.
BCA has the following features.
- New BCA Project
- 12.1. BCA Dashboard
- 12.2 Pre requisites to create New BCA Project
- 12.3. New BCA Project
- 12.4. BCA Project Detail View - Before Assessment
- 12.5. BCA Project Workflow
- 12.6. BCA Project Detail View Page – After Completion of Project
12.1. BCA Dashboard
Dashboard has the following features.
1. Statuses: it shows the count of total number of BCA Projects in the system, total number of scheduled, in progress, pending approval and completed till date.
2. Dropdown: To search BCA Projects with locations. Select one location from drop down.
Results will be displayed in the BCA dashboard Projects list.
3. Search: User can search for any specific BCA Project with their names.
4. Filter: By using this feature you can refine the search by selecting the choice of filter (Name, Location, status) and selecting the appropriate choice from the displayed list and click on the add button then click on apply button as shown by below screenshot.
Filter results will be displayed in BCA dashboard as shown by below screenshot.
5. Total Records: total number of BCA Projects present in the system displayed in bottom of the table.
6. Pagination: pagination view is displayed beside the total number of records, you can select the pagination numbers (5,10,25,50,100) to get the desired list.
12.2 Pre requisites to create New BCA Project
Need to configure Location, Components in settings, attach those components to assets while creating BCA project. Create agent with assessor role in agents module and onboard assets in assets module
i. settings -> assets -> components
Click on the “Add component” button, to create a new component.
Provide component name and select assets.
1. All assets: Dropdown to select assets.
2. Search: To search the filter with name.
3. Filter: To filter out the assets by asset category, manufacturer, model.
4. Submit: Click on the “submit” button, confirmation message “component registered successfully” will be display.
Added component will display in first of component list.
1. Status: By default, component status is active, user can change the status as active or inactive.
2. Edit: To edit/update component details.
3. Delete: To delete the component.
4. Search: To search the components with names.
ii. Settings -> assets -> Defect
1. Add Defect: fill the defect name in the text box and select one methodology from dropdown then click on “Add Defect” button to save the defect. The saved defect will be displayed in the first row of the table.
2. Delete Defect: click on delete icon to delete the selected defect.
iii. Go to Settings open My Organization to Configure Location, Building, Room, Floor.
Settings -> My Organization -> Location:
1. Add Location: Click on the add location button to create individual location.
When you click on “add location” button following page will appear, fill the mandatory fields then only save button will be enabled. Click on the save button, your location details will be saved and displayed in the table first row.
2. Bulk Upload Location: Click on bulk upload button to create multiple locations at a time, download csv file and fill the data then upload.
3. Export button: To download QR list (locations), you can export as with image or without image.
4. QR: Click on QR icon and Scan QR to view that location
5. Edit Location: Here you edit already created locations by clicking on edit icon available in each row of Location list.
6. Delete Location: Here you delete already created locations by clicking on delete icon available in each row of Location list.
Settings -> My Organization -> Building:
1. Add Building: Click on the add building button to create an individual building name.
When clicking on “add building” button following page will appear, fill the mandatory fields then only save button will be enabled. Click on the save button your building details will be saved and displayed in the table first row.
2. Bulk upload Building: Click on bulk upload button to create multiple buildings at a time, download csv file and fill the data then upload.
3. Export button: To download QR list (buildings), you can export as with image or without image.
4. QR: Click on QR icon and Scan QR to view that building name with location.
5. Edit Building: Here you can edit already created building names by clicking on edit icon available in each row of building list.
6. Delete Building: Here you can delete already created building names by clicking on delete icon available in each row of building list.
Settings -> My Organization -> Floor:
1. Add Floor: Click on add floor button to create individual floor name.
When click on “add floor” button following page will appear, fill the mandatory fields then only save button will be enabled. Click on the save button, your floor details will be saved and displayed in the table first row.
2. Bulk Upload Floor: Click on bulk upload button to create multiple floors at a time, download csv file and fill the data then upload.
3. Export button: To download QR list (floors), you can export as with image or without image.
4. Edit Floor: Here you edit already created floor names by clicking on edit icon available in each row of floor list.
5. Delete Floor: Here you delete already created floor names by clicking on delete icon available in each row of floor list.
6. QR: Click on QR icon and Scan QR to view that floor name with location.
Settings -> My Organization -> Room:
1. Add Room: Click on the add room button to create individual room name.
When click on “add room” button following page will appear, fill the mandatory fields then only save button will be enabled. Click on the save button your room details will be saved and displayed in the table first row.
2. Bulk Upload Room: Click on bulk upload button to create multiple rooms at a time, download csv file and fill the data then upload.
3. Export button: To download QR list (rooms), you can export as with image or without image.
4. QR: Scan QR to view that room with building and location.
5. Edit Room: Here you edit already created room names by clicking on edit icon available in each row of floor list.
6. Delete Room: Here you delete already created room names by clicking on delete icons available in each row of floor list.
iii. Left Menu -> Agent -> New Agent:
To onboard agent with assessor role. For more details, please review Agents module user guide 2.2 Pre requisites to Onboard New Agent and 2.3 New Agent.
Fill the all-mandatory fields then only the save button will be enabled. Here vendor details and resource group fields are non-mandatory fields.
Note: Every agent should provide an individual email id, do not match with other agent’s email id.
In the agents list we can see newly added agent on the top of the list.
iv. Left Menu -> Assets -> New Asset
To onboard Assets. For more details, please review Assets module user guide 3.2 Pre requisites to Onboard New Assets and 3.3 New Assets.
Next finance section
Next skillset requirement and location section
Next you can select supervisor, assignee and vendor from the list. Here assignee non-mandatory field.
Next click on the save button to onboard the new asset.
Assets will be saved and displayed in the first row of the asset list.
12.3. New BCA Project
Using this option, the admin/user who creates the BCA project can choose from three methodologies: IMM, CIBSE, or JKR as shown by below screenshot.
Methodology: There are three methodologies: IIMM, CIBSE, and JKR. The BCA project will be created based on one of these methodologies. Currently, we are creating the project under the IIMM methodology.
Next: Select the location and assessor.
Note: When a user (who is creating the BCA project) selects multiple assessors, and only one assessor accepts the request, the assessor's supervisor will monitor the assessment conducted by the assessor. The supervisor will then have the authority to approve or reject the project based on the audit report.
After entering the location, the assets relevant to that location will be displayed in below assets list.
1. All assets: dropdown to select all assets displaying under selected location.
2. Search: to search the assets with name.
3. Add Asset Manually: If an asset is not listed and needs to be added, the BCA project creator can use the "Add Asset Manually" button.
4. Filter: to filter out the assets.
1. Save as a Draft: button for not submitting now, means we can edit this BCA project and submit it later.
2. Submit: Click on the submit button to save the project.
A confirmation message “project registered successfully” will be displayed and the system will navigate to BCA project view page as shown by below screenshot.
Here, the user can view the project details and assets are added by the user during creation of the project in the application.
12.4. BCA Project Detail View - Before Assessment
Note: This BCA project details view is available after the project has been created and before the completion of the assessment.
Note: Currently, the asset status is set to "Not Started." Once the assessor completes the assessment, the asset status will be updated to "Completed.". After all the assets complete the assessment the project status also changed to “completed”.
In the project ‘details view page’ right corner user can view the “option icon” having following options.
1. Edit Project Details: To edit/update project details.
2. Add New Asset: To add the asset(s) into this project, when you click on “add new asset” option following screen will be display.
Click on “add asset” button, a confirmation message “project updated successfully” will be display and system will navigate to project view page.
Added assets will be displayed in the assets section.
3. Download Asset Report: to download the asset report, click on this option. The asset report will be downloaded to your local downloads folder as shown by following screenshot.
Click on folder name to view the asset report details as shown by following screenshot.
4. Assets: Assets are added by the user during creation of the project in the application.
5. Comments Section: user/admin (project creator) can add the comments under this project as shown by below screenshot.
6. Active Log Section: user can view active logs belonging to this project as shown by below screenshot.
12.5. BCA Project Workflow
Step1: Project created by the user (admin).
Step2: Selected assessor will notify in asseto mobile app. Login into asseto app and can view the project location and details, with the option to accept or reject the project.
Note: Only one Assessor will accept the project by clicking the "Accept" button.
Step3: Accepted assessor will then visit the specified location, install the mobile app and click on “start work” option, inspect the condition of the assets and components, and upload photos and notes to submit the assessment via the mobile app.
Manually Add Asset From the Mobile App: If an assessor requires an asset that is not available in the application, they can manually add the asset through the mobile app and conduct the assessment directly there. Now the supervisor can view the project status as "Pending Approval" in the asseto application.
Step4: The supervisor, who oversees the assessor, will be notified about the project in the Asseto web application. The supervisor will log in to Asseto to review the project details and the assessment provided by the assessor.
Note: The assessment for the assets available in the project has been completed; therefore, the asset status is now marked as "Completed" as shown by following screenshot.
The supervisor will then audit the assessment and decide whether to approve or reject the project.
Step5: Upon approval, a "Project Completed Successfully" message will be displayed, concluding the project flow.
12.6. BCA Project Detail View Page – After Completion of Project
Once supervisor approved this project, In the project ‘details view page’ right corner user can view the “option icon” as shown by following screenshot and having following options.
- Create Work Order: When a defect occurs with asset, a work order can be created using this feature.
Select asset and click on “create” button the screen will be navigated to work order create page.
Fill in the all-mandatory fields then click on “save” button; work order will be created for selected asset.
Note: For more details, please refer to the work order module.
2. Edit project details: To edit the BCA project, click on edit option which is available in project view page system will navigate to edit project page.
Users can edit/update the BCA project details as per needed.
Click on the submit button to save the updated details, confirmation message “project updated successfully” will be display and the system navigate to project detail’s view page.
3. Add new asset: To add the asset(s) into this project, when you click on “add new asset” option following screen will be display.
Click on “add asset” button, a confirmation message “project updated successfully” will be display and system will navigate to project view page.
Added assets will be displayed in the assets section.
4. Download Summary Report: To download the asset summary report, click on this option. The report will be downloaded to your local downloads.
Next
Downloaded Summary report as shown by following screenshot.
5. Download Asset Report: to download the asset report, click on this option. The asset report will be downloaded to your local downloads folder as shown by following screenshot.
Click on folder name to view the asset report details as shown by following screenshot.
12.6.1. Work flow for multiple assessors were assigned to one project
Step1: After the project is created, all selected assessors will be notified about it. They must have the Asseto mobile app installed and logged in. Once in the app BCA tab, assessors can view the project statuses, including how many are scheduled, in progress, pending approval, or completed.
Step2: All assessors can view the project location and details, with the option to accept or reject the project. Only one assessor will accept the project by clicking the "Accept" button.
Note: The remaining workflow will follow the same procedure as outlined above (step3 & step4).