Beginning to End: Steps for Successfully Completing a Facility Assessment.

Beginning to End: Steps for Successfully Completing a Facility Assessment.

** Draft July 25th 5 AM **

To successfully carry out the facility assessments, please follow the steps outlined below. We trust that you have already completed the 'Optisolve Services 101' training and have qualified the customer using our qualification questionnaire. The next steps involve requesting the Optisolve team to set up the customer and their checklist in SAVI system, followed by a thorough review of the game plan.

If at any point you are uncertain about these steps or feel you may have missed a crucial task, kindly refer back to the detailed execution plan. This plan is designed to ensure a smooth and efficient assessment process. By diligently following these procedures, we can consistently deliver high-quality, comprehensive facility assessments that meet our clients' needs and expectations.

If you need any help please reach out to us  at 1-877-811-0723 or services@optisolve.net

Before the assessment

  1. iPad Charging: Make sure the iPad is fully charged. A full charge may take approximately 1-2 hours and should allow for about 7-8 hours of use.
  2. Halo Battery Charging: Ensure the two Halo batteries are fully charged. Each battery typically takes 2-3 hours to charge and lasts for about 2-3 hours of use. Tip: Remember to turn off the Halo device when not in use to conserve battery life.
  3. Equipment Check: Confirm that you have the illuminator and appropriate personal protective equipment (PPE) for the assessment.
  4. ATP Meter Availability: If you've decided to conduct ATP testing during the assessment, ensure that the ATP meter is available and in working condition.
  5. Note-taking: Remember to take personal notes throughout the assessment as necessary. These notes will be invaluable when building and generating the report later on.
  6. Internet Requirements: To create "assessments" on site, a reliable internet connection with sufficient bandwidth is necessary. Before your visit, confirm with the customer if you can utilize their internet connection. If this is not possible, explore the feasibility of using your personal mobile hotspot. If you anticipate any issues with securing a stable internet connection, we highly recommend you creating the assessments day before and then conduct them in the "offline" mode.

Conducting an Assessment. 

  1. Halo and iPad Setup: Attach the Halo to the back of the iPad and mount it onto the tripod. To conserve Halo battery life, please ensure the Halo is turned on only during Pathfinder Assessments and turned off at other times. 
  2. iPad Login: Use the provided credentials to log in to the iPad.
  3. Select SAVI and PATHFINDER: From the home screen, select "SAVI and PATHFINDER".


  4. Add New Assessment: Click on "ADD NEW ASSESSMENT".


  5. Select Customer: Choose the customer for whom you are conducting the assessment.
  6. Select Location: Pick the customer's location.
  7. Select Zone: The Zone can represent a specific floor or area within the location. If there is no specific zoning information, select "Main Floor" or "Default".
  8. Select Area: Choose the area to assess from the list of available areas for the selected location.
  9. Select Inspector: Choose the assessor who will be conducting the assessment.
  10. Select Validating SAVI: This is the checklist specific to the area you've chosen. All available checklists will appear in the drop-down box for you to select from.
  11. Select Assessment Date : Pick the date  for the assessment.
  12. Select Assessment Time
  13. Create Assessment: Click on "Create" to finalize the assessment setup.

  14. You will see the newly created assessment on the "Assessment Listing Screen"


  15. At the bottom of the newly created assessment click "Action" and then click "Assess" and then click "Proceed" to the confirmation message you get. 


  16. Having initiated the assessment, you can now proceed with conducting it. Please be aware that these setup steps must be repeated for each area included in the facility assessment.




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