Set up an asset

Who: TBA.

This workflow registers a building with its floors, its tenants and its FM.

1. Create the asset

1. Open Activos (Assets) and click Nuevo activo (New asset). You can also do it from the TBA contract's page.
2. Choose the Contrato TBA (TBA contract), the Tipo (Type: Building, Floor or Premises) and the Facility manager.
3. Fill in the name, the address and, if you have them, the area, the use, the year of construction, the parking spaces and the energy certificate.
4. Click Crear activo (Create asset).

2. Add floors and premises

1. On the asset's page, click Añadir subactivo (Add sub-asset) in the Resumen (Summary) tab.
2. Choose the type Planta (Floor) or Local (Premises) and fill in its details.

The building's lists include the maintenance jobs, the inspections and the invoices of its sub-assets.

3. Add the tenants

1. Open the Arrendatarios (Tenants) tab.
2. Click Añadir arrendatario (Add tenant).
3. Fill in the name, the NIF (tax ID), the space, the area, the occupants, the opening hours, the contact and the lease dates.

The tab adds up the leased area and the vacant area.

4. Add the installations

An installation belongs to a service contract. Create the contract with the provider first. See Hire a provider.

1. Open the Instalaciones (Installations) tab.
2. Click Añadir instalación (Add installation).
3. Choose the service contract and fill in the name, the location, the RIPCI number and the commissioning date.
4. For a part of the installation, open its page and click Añadir subinstalación (Add sub-installation).

Change the FM

Click Cambiar FM (Change FM) in the asset header. From that moment the new FM validates the asset's pending documents.

Terminate an asset

Click Dar de baja (Terminate) in the header. Enter the date and a reason of 10 to 300 characters. The asset stops appearing in the lists. To see it, turn on the Incluir dados de baja (Include terminated) filter.