Create facility censuses

Audience: Administrators and dispatchers

To gather information onsite during work orders (WOs), make a census for specific features of a facility. Data collected on FSM mobile goes directly to the server where it can be validated and update official records.

Prerequisites

Before you start:

• To add new facility types, see Manage facility types.

• To learn more about censuses, see Understand censuses.

Follow the UI path

All following instructions start from this system path:

1. Navigate to Features > Core > Asset Management > Technical Object Search.

2. In the Filters panel, fill in one or more of the search fields.

3. Click Search.

4. In the Search technical object table, next to the facility you wish to manage, click the Three dots menu > Display.

Add a facility census

To capture the current state of the facility's master data and features:

1. On the Facility detail page, click the Census archive tab.

2. Click New census.

3. Enter the assessed facility status.

4. As needed, modify the longitude, latitude, or specific feature values.

5. Click Save.

Validate an existing facility census

To officially confirm the census record:

1. Navigate to the Census archive tab.

2. Select a record in the “To Validate” status.

3. Review the details.

4. Click Save and validate.

What’s next

• To learn more about what you can do with censuses, see Understand censuses.

• To see facility information and historical changes, see View facility details and history.

• To view and navigate facility structures, see Navigate facility structures.

• To learn about more actions you can perform with technical objects, see Understand more actions for technical objects.