Asset Compliance Feature Info Guide

We have added a few new indicators to help you ensure that your assets have all the correct procedures associated to maintain your compliance. We are providing some checks in your system that can indicate missing or inactive procedures when adding or editing assets, as well as a way to more quickly and accurately add the procedures right to your assets.

Getting Started
There are a few things that need to be configured to make sure this new feature works for your organization.

First, you need to have Asset Categories set in your procedures. To check this, go to the Procedures module and open a procedure you want to have this feature applied to. Make sure the Asset Categories you want the Procedure to be associated with are selected.

This feature relies on matching up Asset Categories to Procedures to know what Procedures should be applied to assets. Note that Procedures are able to have multiple Asset Categories associated.

The second thing that can be set up for this feature is to associate Procedures with Compliance Standards. To check those settings, go to the Regulatory Dashboards section of the Admin Console and open a Compliance Standard you want to look at. Procedures are associated with individual Compliance Dashboard Elements.

Click the edit icon on one of the configured Dashboard elements to open up the details and verify or add the desired procedure is associated. This allows our Compliance Feature to know that a procedure is a Compliance related requirement and can alert your organization properly.

Asset Compliance Feature in action
Now that you have verified the setup of your procedures to asset categories and compliance dashboards, you can benefit from the following enhancement.

When you add a new asset or open an existing asset to edit, CMS will check that all procedures associated with the Asset Category of the Asset are present on the asset and if any of those procedures are tied to compliance, it alerts you to that. The example asset shown below was creating with an asset category that is tied to a compliance dashboard element. There is a red warning message to Add Missing Procedures:

When you click on the add button a window will pop up showing all procedures that are normally associated with assets of the same asset category.

The procedures listed with Red alert icons are regulatory procedures (listed on at least one regulatory element). The procedures listed with Yellow alert icons are procedures that are associated with the asset category that matches this asset’s.

You can select all checkboxes on the left to add all procedures to this asset at once, or only select the procedures (if any) that you want to add. Note: You must have permissions to edit/add Procedure Schedules to be able to add these to the asset, but all users will be able to see the information. You can see in the example above that some of the Generation Dates have values filled in. Any procedure that has a monthly frequency will automatically fill in the first of the next month to start generating. You can edit that date if it’s not when you want it to start. All other generation dates will need to be filled in to set the schedule for that asset. If you don’t fill in a generation date for any of the procedures you try to add to the asset you will get an error message that a date must be selected first.

Once you have entered dates and the row is checked for adding the procedure, click the Save button and procedure schedules will be created for that asset for all missing procedures you chose to add. If you don’t add all the missing procedures you will continue to see an alert on that asset whenever it is opened for editing.

Once you have added all missing procedures for an asset, you will see the following, assuring that any procedures with the asset category of the asset are now present and scheduled for that asset:
Searching for Assets:

We’ve also enhanced your ability search for assets that are missing key procedures! From the Asset search page, you will now see a check box for Missing Required Procedures.

In order to use this criteria you need to select one or more asset categories to use in your search and then check the box. Any Assets that match the categories selected and are missing one or more procedures that are associated with those categories will show in your search results, making it easier than ever to track down compliance gaps!

Revised/Reviewed: June 2024