Course Code: SVC-04
Goal: Learn how to organize and document service assets within CUBE by establishing clear asset structures, leveraging import tools, integrating tagging technologies, and linking field-accessible data.

Session Overview

Duration: 1 Hour
Delivery Format: Virtual (Microsoft Teams) or In-Person
Participant Level: Intermediate
Resources Provided:

• Asset Import Template (Spreadsheet)
  
• QR/NFC Tagging Overview Sheet
  
• Sample Asset Library
  
• PM Task Configuration Guide
  
• Field Access Demo Video (Optional)

Learning Outcomes

By the end of this session, participants will be able to:

• Understand how asset structures are defined and linked to service sites
  
• Add new assets manually or through bulk import
  
• Assign metadata to assets such as model, serial, images, and location
  
• Integrate fault detection alerts, maintenance tasks, and performance data
  
• Enable field access using QR, barcode, or NFC tagging methods
• Simulate a real-world scenario where a technician accesses and updates an asset on-site

Session Agenda

4.1 Asset Structure: Areas and Systems

• Defining how assets are organized:
  
• Areas (e.g., Floor 1, Mechanical Room)
  
• Systems (e.g., HVAC, Fire Alarm, Access Control)
  
• Grouping assets for ease of tracking and reporting
  
• Benefits of consistent classification for reporting, preventive maintenance, and service routing
  

4.2 Adding Assets Manually and via Spreadsheet Import

• Step-by-step asset entry through the UI
  
• Required fields: Asset Name, System, Area, Service Site
  
• Optional metadata: Manufacturer, Model, Serial Number, Purchase Date
  
• Spreadsheet import process:
  
• Using the provided import template
  
• Validating entries and assigning sites during import
  
• Tagging imported assets to customer accounts
  

4.3 Assigning Model, Serial, Quantities, and Image Tagging

• Linking image files to asset records for field identification
  
• Assigning equipment quantities (e.g., 12 VAVs, 3 readers)
  
• Managing serial/model tracking for warranty and lifecycle tracking
  
• Setting replacement thresholds or expected service intervals
  

4.4 Location Mapping and Fault Detection Integration

• Placing assets on a visual map (GPS coordinates or floor plans)
  
• Integrating CUBE or third-party fault alerts directly to the asset
  
• Creating service notifications tied to detected issues
  
• Assigning technician response tiers based on asset location and fault type
  

4.5 PM Task Assignments, System Operation Data, and Documentation Uploads

• Linking assets to PM Contracts and automated task scheduling
  
• Assigning recurring maintenance steps (weekly/monthly/quarterly)
  
• Uploading user manuals, schematics, installation photos, or SOPs
  
• Storing test data or system performance readings for audit readiness
  

4.6 QR/Barcode/NFC Tagging for Technician Field Access

• Generating and printing tags from the CUBE platform
  
• Attaching physical tags to assets in the field
  
• Technician scan experience via mobile app:
  
• View asset details
  
• Record service notes
  
• Attach images or signatures
  
• Benefits for on-site troubleshooting, time tracking, and reporting
  

4.7 Exercise – Import Assets and Simulate QR-Based Task

Participants will:

• Import a small batch of assets to a designated site using the spreadsheet template
  
• Assign model/serial information and upload at least one document
  
• Generate and simulate scanning a QR tag for one asset
  
• Complete a mock PM task and update status in CUBE
  

Post-Session Action Items

To reinforce the session, participants are encouraged to:

• Review existing service sites for asset completeness
  
• Standardize naming conventions and asset categories
• Identify high-value or high-maintenance assets to tag for QR/NFC access
• Train field staff on mobile scanning and update procedures
• Begin phasing asset imports for upcoming PM contracts or large service sites

Note: When scheduling, make sure to include this session code: SVC-04.

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