Course Code: CB-05
Goal: Create manageable service assets from building equipment data, ensuring that each piece of equipment is tracked, maintained, and serviced effectively.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Intermediate (Ideal for service managers, project managers, and commissioning engineers)

Resources Provided:

• Service Asset Creation Guide
  
• Preventive Maintenance (PM) Template Overview
  
• Building System Structure Best Practices
• Service Asset Tracking Checklist

Learning Objectives

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

• Convert building devices into service asset records in CUBE Box.
  
• Set up Preventive Maintenance (PM) templates per device type for streamlined service operations.
  
• Structure buildings and systems to optimize service management and maintenance tasks.

Session Agenda

CB5.1 Converting Devices into Service Asset Records

• What is a Service Asset?
  
• Overview of service assets and their role in maintaining and servicing building systems.
  
• The importance of converting devices into service assets for long-term management and tracking.
  
  
• Converting Devices:
  
• Step-by-step guide to converting building devices (e.g., HVAC units, pumps, sensors) into service assets in CUBE Box.
  
• Associating relevant data (e.g., device specifications, installation dates, warranty info) with service asset records for better tracking and future service needs.

CB5.2 Setting Up Preventive Maintenance (PM) Templates Per Device Type

• Creating PM Templates:
   
  • Introduction to Preventive Maintenance (PM) and why it is crucial for equipment longevity.
  • How to set up PM templates specific to each device type (e.g., HVAC filters, air handling units, lighting systems).
    
    
• Best Practices for PM Templates:
  • How to define service intervals, tasks, and checklists within PM templates.
  • Automating the scheduling of PM tasks for streamlined service management.
    

CB5.3 Structuring Buildings and Systems for Efficient Service Operations

• Building and System Structure:
  
• Organizing buildings and systems within CUBE Box for optimal service operations.
  
• How to categorize and group systems, devices, and service assets by location, type, or function.
  
  
• Efficient Service Operations:
  
• Best practices for structuring service operations, ensuring easy access to asset records, maintenance schedules, and service history.
• How to manage large-scale operations and multiple building systems efficiently.

Hands-On Preview (Optional if time allows)

• Convert a sample building device into a service asset within CUBE Box.
  
• Create a PM template for a specific device type and schedule a maintenance task.
  
• Review a sample building structure in CUBE Box and adjust the system organization for improved service operations.

Post-Session Action Items

• Review your current service asset tracking process and identify devices that should be converted into service assets.
  
• Set up PM templates for your key equipment to automate maintenance tasks.
  
• Reorganize building and system structures in CUBE Box to optimize service management workflows.

 Note: When scheduling, make sure to include this session code: CB-05.

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