Overview

Throughout the course of construction, you can link construction or operational activities associated with the asset. For example, an air handling unit may have installation inspections, commissioning inspections, quality observations, or punch items raised against it.

After these items are created, you can link them to the asset. By linking these items to the asset, they become part of the asset's history and comprehensive digital record.

You can link related items to individual assets, or to all assets of that asset type.

Show / Hide Supported Tools

  • Action Plans (Beta) - Generate and link individual action plans for multiple identical assets—like HVAC units or electrical panels—all at once using an action plan template.

  • Incidents - Link incidents involving the asset, along with witnesses and resolutions.

  • Inspections - Records of pre-install, installation, or commissioning inspections are linked to ensure quality and confirm processes were followed. Automatically link inspections when you create an inspection and select an asset in the inspection form.

  • Observations - Automatically link observations and their responses when you create an observation and select an asset in the observation form.

  • Punch List - Link punch items, including their responses.

  • RFIs - Link questions, clarifications, or design changes related to an asset before or during installation. For example, an RFI might document a change in asset model, installation location, capacity, or design requirements. Linking these to the Asset provides valuable context on why certain decisions were made.

  • Scheduling - Link activities related to assets, such as fabrication, delivery, installation, commissioning, startup, or handover, so teams can track progress.

  • Submittals - Link submittals for asset procurement that include specifications, shop drawings, and product details. After purchasing, these records serve as a permanent repository for warranty information, manuals, and documentation linked to the asset across its lifecycle. You can retroactively link an asset's submittal at any time.


Statuses
Create Action Plan