This article covers the supporting features of the module — attachments, printing, the public API, and the AI Assistant — and answers the most common questions.
Attachments, printing, and API
Condition evidence such as photos and consultant reports can be attached to an assessment. Adding evidence is allowed even after locking, but removal is blocked once an assessment is locked.
Print produces print-formatted assessment output.
The public API exposes read endpoints for facility condition assessments and deferred maintenance items (/api_public/v1/facility_condition_assessments and /api_public/v1/deferred_maintenance_items) for customers integrating with BI tools.
AI Assistant
With the AI Assistant enabled, the assessment header menu includes AI - Summarize, a plain-language summary of the assessment posted to a dismissible panel with an Ask Questions hand-off into the assistant, and AI - Type To Update, which makes natural-language edits to the assessment.
Troubleshooting and FAQ
Our FCI spiked in the past and came back down — did our buildings fall apart?
Almost certainly not. Hover the spike points and compare the replacement value there against today's. Historical points computed while most equipment was unpriced divide real repair spend by a tiny denominator. The fix: make sure equipment has replacement costs, then click Backfill history to redraw the past against the real portfolio.
Backfill history doesn't do anything.
Backfill writes one point per calendar-quarter end starting from the assessment's Start Date. If the Start Date is recent (inside the current quarter), there are no quarter-ends to write, so set an earlier Start Date. Note that locked assessments refuse backfill.
Every building shows FCI 0.0% but the portfolio shows something else.
Per-building FCI counts only explicit Deferred Maintenance items. If you haven't logged DM records, buildings read 0.0% while the portfolio score is driven by operational signals, mostly past-useful-life equipment. Log DM items to make building rows meaningful.
A building shows N/A.
None of its equipment has an Estimated Replacement Cost. Price the assets.
What are the orange Formula change lines?
The calculation settings (factors or thresholds) changed at that date, so points on either side were scored under different rules. Use Recalculate with current formula to view the whole series under today's rules.
Why did the score drop suddenly when we added data?
Adding replacement costs grows the denominator, so the percentage falls. That's the score getting more accurate, not the buildings getting better. The daily snapshots show the step change on the days the data landed.
How do we prepare a number we can defend to the board?
Get equipment priced and EUL dates set, run Backfill history, then Lock the assessment (which freezes it and its history permanently) and Duplicate it to keep working.
What should we watch going forward?
The Equipment Portfolio Age card and the trend line. As equipment crosses its Expected End of Useful Life, its replacement value moves into the numerator automatically. A rising FCI with flat DM records means an aging-equipment wave — exactly the capital-planning conversation this module exists to support.