Manage Findings

Managing Findings:

When editing Finding, select Save Finding button located at the bottom of the Finding screen. Select Cancel button to cancel the creation of Finding. This selection is located next to the Save Finding button at the bottom of the screen.

A finding can also be deleted after it has been created. From the Building Dashboard, select the Finding you want to delete.

At the bottom of the Finding, select the Delete button to remove the Finding from Trane Cloud.

From this same menu, you can also download the Finding from Trane Cloud. You can also select Go Back at any time when a saved Finding is open to close the Finding and return to the Building Dashboard.

Step by Step Use Case Examples

For Trane Service Technicians who are off-site and identify an anomaly with the building system during routine evaluations.

1. In Trane Cloud, locate the Building Organization and select the Building that you want to create a Finding on. Select the plus icon to create a new Finding.

   

2. Select the Create Finding icon that appears.

   

3. Update the Finding title, adding a brief summary of the building issue. Set the Priority and verify the default fields. At this time, the issue is captured and completed with the fields filled in where you have information.

   

4. Select the Building System and Equipment that are affected.

   

5. Add a graph showing the issue with a brief explanation of what the graph is showing.

   

6. Select Save Finding to save the Finding to the Building.

For building managers that need to capture a comment about the building’s behavior.

1. In Trane Cloud, locate the Building Organization and select the Building that you want to create a finding on. Select the plus icon to create a new Finding.

   

2. Select the Create Finding icon that appears.

   

3. Update the Finding Title to a brief summary of the building issue you uncovered. Set the Priority and verify the default fields. At this time, you are capturing the issue and completing the fields with the information you have available. Keep the visibility of the Finding as Not Visible until you are ready to share the Finding with building stakeholders.

   

4. Select the Building System and Building Equipment affected by the Finding. The Building System and Equipment is used when comparing Findings within the building.

   

5. Add supporting information in Attachments.
6. Select Save Finding to save the Finding to the Building.

For Trane Service Technicians who are ready to add additional Finding information and to change the status to Visible.

1. Navigate in Trane Cloud to the appropriate organization and select the building you are reviewing.

   

2. You can see the Finding you need to update on the Building Dashboard. Open the Finding by clicking on the Finding name.

   

3. Review the information in the Finding. Update the Next Steps field and update the Assigned To value to the technician who will complete the Next Steps. Change the Finding visibility to Visible to share the Finding with more building stakeholders.

   

4. Review and add additional supporting information to the Finding under Images and Attachments.

5. When you have completed your review of the Finding, select Go Back at the bottom of the screen and any changes made will be automatically saved to the Finding.

   

Customization

There is no customizability for Findings available at this time.