Condition Survey Template

When a condition survey is exported, the details from K2 are populated in this tab. The records in this tab will allow existing condition records to be updated or new ones to be created. On this tab, there are the following sections:

• K2 Condition Survey – the survey information exported from K2
• Condition Survey Element Categories – the Element Categories of what will be surveyed
• Asset/Component - Owner/Location Details – the assets or components that are currently linked to the location in K2
• Condition Record - General Details – the condition record information
• Condition Record - Condition Details – the main condition details of the asset or component
• Image Details – the link to an image on the computer network (if available)

When a condition survey has been exported, any asset or components linked to the location will be listed in this tab. This information can be updated from here or new records created. Once updated or created, the information is then displayed in the 'K2 Condition Survey' tab to allow condition details to be updated.

This tab displays the location of the asset or component, and allows locations linked to the survey to be selected when creating new records. On this tab, there are the following sections:

• Asset/Component - General Details – provides details for the assets or components linked to the survey or allows free text details to be entered if creating/updating records
• Asset Details – provides details for the asset-specific information linked to the survey or allows reference data/free text details to be entered if creating/updating records
• Component Details – provides details for the component-specific information linked to the survey or allows reference data/free text details to be entered if creating/updating records

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This is an optional tab that, separate to the condition survey process, allows a suitability survey to be captured. The suitability survey can be exported from K2 via a separate process, updated using the template and then imported into K2. On this tab, there are the following sections:

• K2 Suitability Survey - Summary Text – details of the suitability information
• Location – the location details linked to the survey
• Item List – displays existing suitability item information and allows new items to be created using K2 reference data
• Item Event – displays existing suitability item event information and allows new items to be created using K2 reference data

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This is an optional tab that allows the creation of a new site against a business unit. Once entered on this tab, the information can be selected in the 'K2 Condition Survey' tab and the 'Asset | Component Details' tab. On this tab, there are the following sections:

• Location Details – allows the business units linked to the survey in K2 to be selected
• Site Details – free text information to allow the site details to be recorded

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This is an optional tab that allows the creation of a new zone against a site. Once entered in this tab the information will be available to select in the 'K2 Condition Survey' tab and the 'Asset | Component Details' tab. On this tab, there are the following sections:

• Location Details – allows the business units and sites linked to the survey in K2 or created in the survey to be selected

  Note: A zone must be linked to a site in order to be created.

• Site Details – reference data and free text information can be recorded to allow the zone details to be recorded

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This is an optional tab that allows the creation of a new Building against a Business Unit and a Site. Once entered in this tab the information will be available to select in the 'K2 Condition Survey' tab and the 'Asset | Component Details' tab. On this tab, there are the following sections:

• Location Details – allows the business units and sites linked to the survey in K2 or created in the survey to be selected
• Building Details – free text information can be recorded to allow the site details to be recorded

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This is an optional tab that allows the creation of a new sub block against a building. Once entered in this tab the information will be available to select in the 'K2 Condition Survey' tab and the 'Asset | Component Details' tab. On this tab, there are the following sections:

• Location Details – allows the business units, sites and buildings linked to the survey in K2 or created in the survey to be selected

  Note: A sub block must be linked to a building in order to be created.

• Sub Block Details – reference data and free text information can be recorded to allow the sub block details to be recorded

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This is an optional tab that allows the creation of a new floor against a building. Once entered in this tab the information will be available to select in the 'K2 Condition Survey' tab and the 'Asset | Component Details' tab. On this tab, there are the following sections:

• Location Details – allows the business units, sites and buildings linked to the survey in K2 or created in the survey to be selected

  Note: A floor must be linked to a building in order to be created.

• Floor Details – reference data and free text information can be recorded to allow the floor details to be recorded

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This is an optional tab that allows the creation of a new room against a floor in a building. Once entered in this tab the information will be available to select in the 'K2 Condition Survey' tab and the 'Asset | Component Details' tab. On this tab, there are the following sections:

• Location Details – allows the business units, sites, buildings and floors linked to the survey in K2 or created in the survey to be selected

  Note: A room must be linked to a floor in a building in order to be created.

• Room Details – reference data and free text information can be recorded to allow the room details to be recorded

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This is an optional tab that allows a location linked to the survey in K2 to be archived. If a higher-level entry is archived then the records underneath this level are also archived (for example: if a floor is archived, the rooms recorded against the floor are also archived). On this tab, there are the following sections:

• Location Details – allows the business units, sites, buildings, floors and rooms linked to the survey in K2 to be selected

  Note: Each level must be selected in order for the next level to be populated.

• Archived – a drop-down to identify that the location selected is to be archived

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This is an optional tab that allows rooms linked to the survey in K2 to be merged with other rooms. When merging rooms, both rooms are archived and a new room with the combined information will be created. On this tab, there are the following sections:

• Location Details – allows the business units, sites, buildings, floors and rooms linked to the survey in K2 to be selected

  Note: Each level must be selected in order for the next level to be populated.

• Merged – a drop-down to identify that the room you wish to merge with the room selected in the location details

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