Findings

Overview:

A Finding is a place to capture, collaborate and communicate between Trane and building stakeholders on building outcomes to improve their building. These building outcomes may include energy savings, improved comfort, enhanced compliance, increased system performance and greater equipment reliability. This feature is accessible from the left toolbar under Service. Findings are organized with attributes to connect to the building, system and equipment in scope.

Use Cases:

A Finding captures issues or improvement opportunities identified by technicians during routine building inspections. Findings provide facility managers with a place to document building anomalies for further investigation.

User Access:

Findings are visible to Trane Cloud users with access to the Building or Building Organization when the Finding’s green eye icon indicates Visible to Everyone.

A Finding has reduced access when there is a gray eye icon that indicates Not Visible. Typically, a Finding will be Not Visible when the Finding is being reviewed or waiting for more information to be added. The default selection is Not Visible.

Viewing Findings which a user has access to is available on all Buildings and included in the standard Trane Cloud offering.

ADDING A FINDING

1. From the Building Dashboard, select the plus icon in the lower middle of the screen.

2. Select the Create Finding icon.

3. A new Finding starts with default selections.

4. Update the Finding Title with a summary of the Finding and select the checkmark or X to save or not save respectively.

5. Review the Finding Priority selection (options are visible below). The Priority selection is based on the urgency of the Finding. Not Prioritized is the default value for new Findings.

6. Review the Status selection (options are visible below). Recommended is the default value. The Status selection is based on the initial recommendation of the technician.

7. Review the Next Steps selection (options are visible below). Building Personnel Review is the default value. The Next Steps selection is based on the next agreed action in the Finding’s process.

8. Review the Assigned To selection. Assign to Someone is the default value. To select a Trane Cloud user to assign the Finding to, select the dropdown and select the appropriate building user to assign the Finding to.

9. Review the Found During selection (options are visible below). OE Assessment is the default value. Found During is the activity that triggers the Finding to be created.

10. Select a Set Target Date.

11. To enter a Set Target Date, click the field to open a calendar for selecting the Target Date in the future.

12. Select the building, building system and building equipment that is in scope for the Finding.

13. Select the Finding Impact by clicking on the Add Impact button.

14. Select the appropriate Impact category and the Impact Priority. Multiple Impacts can be selected and added to the Finding. Click on the checkmark to save Impact selections.

15. Add supporting images to the Finding and include a brief description of the image. Some examples of images to include are charts, screenshots or photos.

16. Drop an image file to launch the image wizard. Add a title and caption and scroll down to save the image to the Finding. The image will appear in the Finding. The image title and caption appears when hovering over the image. Multiple images can be added to the Finding.

17. Add Attachments to the Finding. Attachments provide additional supporting documentation to the Finding. Some Examples of attachments include spreadsheets or other notable reference files.