Setting up reading groups

By using reading groups, you can keep a record of the readings. The process for setting up a reading group is similar for a specification, asset, or location.

Procedure

  1. From the Portfolio menu, select an asset, location, or specification.
    • Select Assets and then select the type of asset, for example, Building Equipment.
    • Select Locations and then select the type of location, for example, Property.
    • Select Set Up > Specification and then select the type of specification, for example, Furniture.
  2. Click the asset, location, or specification to which you want to add the reading group.
  3. If the record is in an Active state, click Revise.
  4. On the Maintenance tab, select the Readings subtab and click Add.
  5. Enter the details for the reading and click Create.
  6. Activate the asset, location, or specification.