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Building Maintenance
    Documentation Process
                          Initial Idea

   The system would be a web based upload sight for
    equipment specification PDFs that are used to create
    OEM building manuals.

   Project assistants would upload the files and organize
    them.

   For turnover to the Building Owner, files could be printed
    out in a traditional OEM manner, a web site version could
    be hosted in the cloud, or a local site built.

   A smartphone app would be created so that QR Codes
    on equipment could be scanned to access the PDFs
Building Maintenance
Documentation Process
             Group Brainstorming Changes



 Engineer's drawings and documents could be used to
 create an initial list of equipment names and preliminary
                           submittals.

Coordinators could be leveraged to put files / information
                    into the system.

   Maintenance record tracking would be added to the
                         system.

   AutoDesk Navisworks Manage Models could be an
      alternate way to store / display the information
Engineer                                   Interviewed: Ralph
                                           Stingo
Response
• The engineer that was interviewed thought the idea showed
  promise and liked a lot of the original idea.
Positives:

• He thought there was value in the how the software
  would be able to track and help maintain equipment.
• Thought the application would help save money by
  keeping the scheduled maintenance stay on track to
  prevent major failures.
• Liked how the application would help keep all of the
  information passed between people working on the
  project.

Negatives:

• He was not sure that all of the trades would see the
  value in using one more piece of software to track
  different parts of the project.
Engineer
Response
Negatives (cont.):

• Concerned Submittals would be missed without a
  system to inform the different trades about changes.

Improvements:

• Suggested we create some way to import information
  from systems like Prolog and Constructware.
• Have some method of showing if equipment has
  nonstandard parts included.
• Have a method of ordering parts from the equipment
  description page.
• Have the equipment screen send out alerts for
  scheduled maintenance.
General Contractor                         Interviewed: Bill Raymond,
                                                        Baker Glasgow
Response
• The general contractor’s both noticed the benefit’s of the
  application but are currently using a product providing
  some of the same functions.
 Positives:

 • They liked the fact that some of the functions were automatic
   that were manual and time consuming in the current utility they
   were using.
 • They liked being able to pass on the information collected since
   the start of a project to the building owners and building
   maintenance.

 Negatives:

 •   They were not sure that the application would be enough to get
     them to leave the current application they use.

 Improvements:

 • Create a method to pass information back and forward to their
Mechanical Contractor                     Interviewed: Dan Mcdowell,
                                          Leigh Setzer, Rod Childress,
Response                                  Brandon Cobb, Shirley Manning


• The Mechanical Contractor ‘s were very interested in the
  application since it would cut a lot of work out at the end of
  the project and ensure all maintenance was performed
  during the warranty contract period.
Positives:

• They liked that some of the steps would be automated and would
  help reduce the labor cost setting up binders or CD’s.
• The fact that everything could be available online would take away
  the time searching for manuals online.
• They liked how equipment or parts could be searched for by
  name.
• They thought that the added features for servicing equipment
  would help them and the businesses they support provide the
  best support for equipment.

Negatives:
Mechanical Contractor
Response
Negatives (cont.):

• Some equipment manufacturer’s will not provide information
  without contacting them.

Improvements

• Create a way to add old jobs to the system.
• Create a way to link equipment to some sort of asset database.
Building Maintenance                      Interviewed: Garden
Response                                  Freeman

• The response from building maintenance was positive with
  interest in having access to so much of the information
  available online.
Positives:

• Easy to get to the maintenance records.
• Quick access to the information.

Improvements:

• Creating a link with the existing systems.
Building Maintenance
Documentation Process

   Post-Value Proposition Interviews
Building Maintenance
   Documentation Process
           MEP Engineers Input Equipment Info



                            Web Interface

                        CAD Software Tools

                      CAD Drawing Sweeper



 If the engineer can input preliminary information about the equipment
(designation and initial submittals), then system can implement checklists.
Building Maintenance
Documentation Process
             MEP Coordinators Input / Modify

                    Equipment Information


                           Web Interfaces

                       CAD Software Tools


Coordinators already have to download product info to draw equipment for
fabrication and coordination. If they can input this information when they are
  drawing and placing the equipment in the drawing, it can eliminate project
                       assistants from having to do it.
Building Maintenance
Documentation Process
           Project Manager / Project Assistants Confirm

                    And Organize All Submittals



                             Web Interface

                         Navisworks Manage



     The web interface will allow for changing the equipment and
    information about the equipment. It will also allow for organizing
                 the equipment for display and printing
Building Maintenance
Documentation Process
                 Building Owners / Building Maintenance



                                     Web Interface

                                   Smart Phone Apps

                            QR Codes On Equipment



     The web interface will include maintenance records, comments about
    special items used, links to the specifications, links to the manufacturer’s
                   website and routine maintenance schedule
Building Maintenance
 Documentation Process
   Still To Be Answered Implementation Questions



  Should the system leverage existing products by tying
  together software already in use to handle different parts
    of the process? Or should it be a new comprehensive
                    standalone system?

Should this be used as a comprehensive submittal tracking
             system for the General Contractor?
Product Survey

We surveyed 10 people ranging from Engineers to
Contractors to Maintenance personnel. The results
reflect a need for a product such as this in the
industry. Time savings, ease of use, central location,
and reducing paper consumption were just some of
the benefits mentioned.
Building maintenance documentation
Building maintenance documentation
Building maintenance documentation
Building maintenance documentation
Building maintenance documentation
Building maintenance documentation
Building maintenance documentation
Building maintenance documentation
Building maintenance documentation
Building maintenance documentation
Building maintenance documentation
Building maintenance documentation
Building maintenance documentation
Building maintenance documentation
Building maintenance documentation
Building maintenance documentation
Building maintenance documentation
Building maintenance documentation
Building maintenance documentation
Building maintenance documentation

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Building maintenance documentation

  • 1. Building Maintenance Documentation Process Initial Idea  The system would be a web based upload sight for equipment specification PDFs that are used to create OEM building manuals.  Project assistants would upload the files and organize them.  For turnover to the Building Owner, files could be printed out in a traditional OEM manner, a web site version could be hosted in the cloud, or a local site built.  A smartphone app would be created so that QR Codes on equipment could be scanned to access the PDFs
  • 2. Building Maintenance Documentation Process Group Brainstorming Changes Engineer's drawings and documents could be used to create an initial list of equipment names and preliminary submittals. Coordinators could be leveraged to put files / information into the system. Maintenance record tracking would be added to the system. AutoDesk Navisworks Manage Models could be an alternate way to store / display the information
  • 3. Engineer Interviewed: Ralph Stingo Response • The engineer that was interviewed thought the idea showed promise and liked a lot of the original idea. Positives: • He thought there was value in the how the software would be able to track and help maintain equipment. • Thought the application would help save money by keeping the scheduled maintenance stay on track to prevent major failures. • Liked how the application would help keep all of the information passed between people working on the project. Negatives: • He was not sure that all of the trades would see the value in using one more piece of software to track different parts of the project.
  • 4. Engineer Response Negatives (cont.): • Concerned Submittals would be missed without a system to inform the different trades about changes. Improvements: • Suggested we create some way to import information from systems like Prolog and Constructware. • Have some method of showing if equipment has nonstandard parts included. • Have a method of ordering parts from the equipment description page. • Have the equipment screen send out alerts for scheduled maintenance.
  • 5. General Contractor Interviewed: Bill Raymond, Baker Glasgow Response • The general contractor’s both noticed the benefit’s of the application but are currently using a product providing some of the same functions. Positives: • They liked the fact that some of the functions were automatic that were manual and time consuming in the current utility they were using. • They liked being able to pass on the information collected since the start of a project to the building owners and building maintenance. Negatives: • They were not sure that the application would be enough to get them to leave the current application they use. Improvements: • Create a method to pass information back and forward to their
  • 6. Mechanical Contractor Interviewed: Dan Mcdowell, Leigh Setzer, Rod Childress, Response Brandon Cobb, Shirley Manning • The Mechanical Contractor ‘s were very interested in the application since it would cut a lot of work out at the end of the project and ensure all maintenance was performed during the warranty contract period. Positives: • They liked that some of the steps would be automated and would help reduce the labor cost setting up binders or CD’s. • The fact that everything could be available online would take away the time searching for manuals online. • They liked how equipment or parts could be searched for by name. • They thought that the added features for servicing equipment would help them and the businesses they support provide the best support for equipment. Negatives:
  • 7. Mechanical Contractor Response Negatives (cont.): • Some equipment manufacturer’s will not provide information without contacting them. Improvements • Create a way to add old jobs to the system. • Create a way to link equipment to some sort of asset database.
  • 8. Building Maintenance Interviewed: Garden Response Freeman • The response from building maintenance was positive with interest in having access to so much of the information available online. Positives: • Easy to get to the maintenance records. • Quick access to the information. Improvements: • Creating a link with the existing systems.
  • 9. Building Maintenance Documentation Process Post-Value Proposition Interviews
  • 10. Building Maintenance Documentation Process MEP Engineers Input Equipment Info Web Interface CAD Software Tools CAD Drawing Sweeper If the engineer can input preliminary information about the equipment (designation and initial submittals), then system can implement checklists.
  • 11. Building Maintenance Documentation Process MEP Coordinators Input / Modify Equipment Information Web Interfaces CAD Software Tools Coordinators already have to download product info to draw equipment for fabrication and coordination. If they can input this information when they are drawing and placing the equipment in the drawing, it can eliminate project assistants from having to do it.
  • 12. Building Maintenance Documentation Process  Project Manager / Project Assistants Confirm  And Organize All Submittals  Web Interface  Navisworks Manage  The web interface will allow for changing the equipment and information about the equipment. It will also allow for organizing the equipment for display and printing
  • 13. Building Maintenance Documentation Process  Building Owners / Building Maintenance  Web Interface  Smart Phone Apps  QR Codes On Equipment  The web interface will include maintenance records, comments about special items used, links to the specifications, links to the manufacturer’s website and routine maintenance schedule
  • 14. Building Maintenance Documentation Process Still To Be Answered Implementation Questions Should the system leverage existing products by tying together software already in use to handle different parts of the process? Or should it be a new comprehensive standalone system? Should this be used as a comprehensive submittal tracking system for the General Contractor?
  • 15. Product Survey We surveyed 10 people ranging from Engineers to Contractors to Maintenance personnel. The results reflect a need for a product such as this in the industry. Time savings, ease of use, central location, and reducing paper consumption were just some of the benefits mentioned.