Daily Operations Triage
Use daily triage when facility teams need a repeatable operating review across assets, alarms, inspections, work orders, energy signals, and field feedback. The review should produce a short, evidence-backed handover rather than a long dashboard tour.
Daily triage is usually run by an operator, facility manager, maintenance lead, or shift owner. AI Agent can help summarize records, but the accountable owner reviews the final decisions.
Triage Flow
Prerequisites
| Requirement | Why it matters |
|---|---|
| Active operating boundary | Defines which site, systems, assets, and records the shift review covers. |
| Current source status | Shows whether BMS, meter, Inspector, CMMS, DFS, and ECM records are fresh enough. |
| Owner roster | Maps alarms, inspections, work orders, and blockers to accountable people or teams. |
| Review template | Keeps each handover short, consistent, and traceable. |
Inputs
| Input | What to confirm |
|---|---|
| Source freshness | Latest BMS, meter, CMMS, Inspector, and DFS sync timestamps. |
| Active alarms | Severity, asset, location, first seen time, latest value, related work, and repeated pattern. |
| Inspections | Today's scheduled tasks, overdue tasks, issues found, attachments, and QR or check-in status. |
| Work orders | Open, assigned, in progress, blocked, returned, completed, and waiting-for-review work. |
| Energy and subsystem signals | Meter anomalies, consumption changes, chiller or HVAC notes, and operating constraints. |
| Documents | SOPs, drawings, manuals, or service records needed for the next action. |
Step 1: Check Source Freshness
Start by checking whether the data is current enough for a daily decision.
| Source | Freshness question |
|---|---|
| BMS and meters | Are readings current for the review window? |
| Inspector | Are alerts, inspections, and field uploads synced? |
| CMMS or work-order source | Are status changes and completion notes visible? |
| ECM | Are required manuals, SOPs, or service reports indexed and accessible? |
| DFS | Are connector sync, quality, and rejected-record states acceptable? |
If a source is stale, record the freshness issue in the handover and avoid treating missing activity as a confirmed normal state.
Step 2: Review Active Alarms and Findings
Group events by operating impact.
| Review dimension | Guidance |
|---|---|
| Severity | Start with safety, production, tenant impact, service availability, and repeated high-severity alarms. |
| Asset criticality | Prioritize equipment that affects multiple spaces, critical services, or dependent systems. |
| Recurrence | Look for repeated alarms, reopen patterns, and recently closed work on the same asset. |
| Source evidence | Compare alarm time, latest value, inspection notes, and recent work-order history. |
| Missing evidence | Record missing values, unclear units, stale signals, or unmapped asset identity. |
Use Alert to Inspection and Work Order Loop when an event needs field action.
Step 3: Review Open Work
Daily triage should make work ownership visible.
| Work state | Triage action |
|---|---|
| New | Confirm owner, asset, location, priority, and evidence. |
| Assigned | Confirm the responsible team has accepted the work. |
| In progress | Check progress, blockers, attachments, and expected completion. |
| Returned or blocked | Identify missing access, parts, contractor, permit, or source data. |
| Completed | Confirm closure notes, evidence, and follow-up recommendations. |
| Repeated | Review root cause, asset condition, and whether a wider system check is needed. |
When multiple CMMS providers are connected, use Multi-CMMS Consolidation to keep downstream execution systems in place while FactVerse provides a common operating layer.
Step 4: Check Energy and Subsystem Signals
Facility triage may include energy or subsystem review when those records are connected.
| Signal | Review focus |
|---|---|
| Consumption | Unexpected demand, abnormal consumption, or shift from baseline. |
| Meter quality | Missing intervals, stale readings, unit mismatch, or meter-to-space mapping issue. |
| Chiller or HVAC | Efficiency indicators, setpoint changes, VAV diagnostic notes, and affected zones. |
| IAQ or environmental | Out-of-range values, repeated complaints, or sensor placement concerns. |
| Green Mark evidence | Missing records, expiring documents, or clause evidence gaps requiring owner follow-up. |
Energy review should capture assumptions such as time window, operating schedule, weather context, and meter mapping.
Step 5: Prepare the Handover
A useful handover is short and traceable.
| Section | Include |
|---|---|
| Operating summary | Site, shift, systems reviewed, source freshness, and key risks. |
| Active issues | Asset, location, severity, owner, evidence, and next action. |
| Open work | Work-order status, blocked items, field owner, and expected next update. |
| Data gaps | Stale sources, missing mappings, rejected rows, or documents not found. |
| Follow-up | Assigned owners, deadlines, and records to review in the next shift. |
AI Agent Use
AI Agent can help gather source records, summarize unresolved events, compare recent work history, and draft the handover. The reviewed handover should keep source references visible and separate suggested checks from approved actions.
Validation Checklist
- The review includes source freshness before conclusions.
- High-impact alarms and findings have owner, asset, location, and evidence.
- Open work states match the execution system.
- Blockers and missing data are explicit.
- Energy or subsystem findings include assumptions and meter or sensor context.
- The handover names next owners and follow-up records.
Expected Output
The daily triage should produce a reviewed handover with source freshness, active issues, open work, blockers, owner assignments, and the records that should be checked in the next shift or maintenance review.