Orange County NC Website
HVAC Asset/Preventive Maintenance4.032SEARCH CRITERIA - Provide online search/query by HVAC asset number, Preventive Maintenance Schedule name, HVAC asset location, or Preventive Maintenance Schedule due date, etc. Provide partial name capability on business name and owner name.1HVAC Asset/Preventive Maintenance4.033REMINDERS - Provide automatic generation of next schedule. 1HVAC Asset/Preventive Maintenance4.034COMMENTS HISTORY BY TYPE - Provide ability to track comment/note history by type, user, and date.1HVAC Asset/Preventive Maintenance4.035FIELD LEVEL SECURITY RESTRICTIONS - Ability to restrict specific fields or group of fields to specific users (e.g., HVAC asset serial number, etc.).1HVAC Asset/Preventive Maintenance4.036REPORTING & INQUIRIESHVAC Asset/Preventive Maintenance4.037USER QUERIES - Ability for users to create quick queries and reports from within the system (i.e., counts, status, fees, etc.).1HVAC Asset/Preventive Maintenance4.038REPORTING PARAMETERS - Ability for reports to accept parameters such as a date range for a report.1HVAC Asset/Preventive Maintenance4.039REPORT SCHEDULING AND DELIVERY - Ability to set up reports to be automatically delivered on a scheduled basis.1HVAC Asset/Preventive Maintenance4.040UPCOMING Preventive Maintenance REPORT - Ability to produce a report for upcoming Preventive Maintenance.1HVAC Asset/Preventive Maintenance4.041PAST DUE REPORT - Ability to produce a past-due report.1HVAC Asset/Preventive Maintenance4.042HISTORICAL REPORTING - System must be able to generate reports by year and specified periods.1HVAC Asset/Preventive Maintenance4.043INTEGRATION & INTERFACESHVAC Asset/Preventive Maintenance4.044INTERFACE - Asset Tracking: Provide the ability to link to parts used in completing a Preventive Maintenance on an HVAC Asset.1HVAC Asset/Preventive Maintenance4.045INTERFACE - Work Order: Provide the ability to create work orders for a scheduled Preventive Maintenance on an HVAC Asset.1HVAC Asset/Preventive Maintenance4.046INTERFACE - Mobile Access: Provide the ability to access the information from a mobile device.1HVAC Asset/Preventive Maintenance4.047INTEGRATION - MS OUTLOOK -Ability for the system to integrate with Microsoft Outlook for messaging and scheduling.1HVAC Asset/Preventive Maintenance4.048PREVENTIVE MAINTENANCE TRACKING AND ROUTING - WORKFLOWHVAC Asset/Preventive Maintenance4.049WORKFLOW - Need work flow capability to establish required process steps and prerequisite requirements (e.g. step 7 can only be done after step 5) to complete each Preventive Maintenance.1HVAC Asset/Preventive Maintenance4.050WORKFLOW EDITS - Ability to modify workflow and task requirements as needed.1HVAC Asset/Preventive Maintenance4.051SUB-TASKS - Ability to set up multiple steps and sub-tasks.1HVAC Asset/Preventive Maintenance4.052ASSIGNEE STATUS - Ability to track task status, review comments, and completions by assignee.1A ‐ Feature/Function Specs Addendum A ‐ Completed Page 14 DocuSign Envelope ID: D1041CA6-DBD4-42BE-8B32-7C592BF2BA15DocuSign Envelope ID: 3E613CA5-0A37-4CD3-890F-47CC5E2F38B1