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INSITE Inventory Methods Definitions

Inventory method terms and definitions used when collecting and/or updating attributes in INSITE.

The table below defines inventory methods and how/when they are used when updating room attributes in INSITE.

Inventory definitions table
 Method  Used For:  Notes
 Allocation Space Remodeling and Policy Committee (SRPC) approved assignments or Space Management Office (SMO) sanctioned assignments that precede formal SRPC approval.  
 CAD Upload Data that originates from CAD plan provided by internal and/or external architects and engineers.

SMO's first, best guess from CAD label info.
 Used for a new facility or a remodeled area.
 F&A Audit Facilities & Administration Audit.

Applied to every space included in the F&A  Audit survey even if the space data was not changed during the survey.
 
 Relocation Updates resulting from moves within a school's, college's, or division's existing space that do not require an allocation of new space.  
 Review Data maintenance, survey prep, quality assurance.  
 Space Survey General space surveys.

Applied to every space included in a survey even if the space data was not changed during the survey.
 
 Upload Batch data provided by a department and/or lease facility; typically, via spreadsheet and not data from CAD plan.  Was also used for original migration (2011) from Tririga to INSITE.
 Walk Updates based on SMO staff walking through the space.

Applied to every space included in a walk even if the space data was not changed based on the walk.
 Newly proposed on 2022-07-06 revision draft.


KeywordsAllocation, CAD Upload, F&A Audit, Relocation, Review, Space Survey, Upload, Walk   Doc ID120493
OwnerKate L.GroupFacilities Planning & Management
Created2022-08-10 13:31:53Updated2024-03-11 11:36:14
SitesFacilities Planning & Management
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