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					                                               ARCHIBUS
                                            Clean Building
                                    Functional Specification
                                                               For ARCHIBUS v20.1


                                                                DRAFT
              flowcaharts




                        ARCHIBUS
The #1 Solution in the World for Total Infrastructure and Facilities Management
                                                                               Table of Contents
     Revision History .......................................................................................................................................... 4
     Activity Overview ......................................................................................................................................... 8
        Elevator Story ............................................................................................................................................................................. 8
        Activity Summary ....................................................................................................................................................................... 9
        Positioning ................................................................................................................................................................................ 11
        ROI ............................................................................................................................................................................................. 11
     Roles ........................................................................................................................................................... 12
            Business Process Owner – Facilities ................................................................................................................... 12
            Business Process Owner – Risk ........................................................................................................................... 12
            Environmental Project Manager .......................................................................................................................... 12
            Environmental Hazard Manager .......................................................................................................................... 12
            Field Assessor ...................................................................................................................................................... 12
            Abatement Worker .............................................................................................................................................. 12
     Use Cases .................................................................................................................................................. 13
     Use Case Workflow Diagrams .................................................................................................................. 14
        Overview.................................................................................................................................................................................... 14
        Asbestos Abatement Sample Flowchart ................................................................................................................................ 14
        Asbestos Survey & Abatement – Business Process Overview ........................................................................................... 15
        Asbestos Survey & Abatement – Activity Process Flow ...................................................................................................... 16
        Asbestos Surveillance ............................................................................................................................................................. 17
     Process Navigator ..................................................................................................................................... 18
        Dashboard ................................................................................................................................................................................. 20
     View Details................................................................................................................................................ 22
        Business Process Owner - Facilities ...................................................................................................................................... 22
        Business Process Owner - Risk.............................................................................................................................................. 24
        Environmental Project Manager .............................................................................................................................................. 30
        Environmental Hazard Manager .............................................................................................................................................. 31
           Manage Hazard Activity Items ............................................................................................................................ 34
           Manage Hazard Assessments .............................................................................................................................. 45
           View Location by Geography .............................................................................................................................. 55
           View Locations List ............................................................................................................................................. 55
           View Assessments by Location ........................................................................................................................... 62
        Field Assessor .......................................................................................................................................................................... 64
        Abatement Worker.................................................................................................................................................................... 66
        Operational Reports ................................................................................................................................................................. 67
        Management Reports ............................................................................................................................................................... 74
        Smart Client Views ................................................................................................................................................................... 77
        Smart Client Extension (CAD Overlay) ................................................................................................................................... 79
     Views Containing Calculations................................................................................................................. 81
            None at this time .................................................................................................................................................. 81
     Workflow Rules .......................................................................................................................................... 82
        Generate Action Items ............................................................................................................................................................. 82
        Generate Survey Items From Actions .................................................................................................................................... 82
        Update Action Items ................................................................................................................................................................. 82

Clean Building Functional Specification                                                                                                                                                        Page 2
        Generate Service Requests ..................................................................................................................................................... 82
        Generate Survey Items From Service Requests .................................................................................................................... 83
        Generate Assessment Items ................................................................................................................................................... 83
        Generate Comm Log Items From Assessments .................................................................................................................... 83
        Generate Action Items From Assessments ........................................................................................................................... 83
        Generate Service Requests From Assessments ................................................................................................................... 84
        Copy Assessment Items .......................................................................................................................................................... 84
        Update Assessment Items ....................................................................................................................................................... 84
        Assign Items ............................................................................................................................................................................. 84
     Database Schema ...................................................................................................................................... 86
        Summary ................................................................................................................................................................................... 86
        Activity Parameters .................................................................................................................................................................. 86
        Schema.db Specification ......................................................................................................................................................... 86
        Tables and Fields ..................................................................................................................................................................... 87
          Changes to Existing Tables ................................................................................................................................. 87
          NEW Tables ........................................................................................................................................................ 93
     Comparison to Existing Activity............................................................................................................. 101
        Summary ................................................................................................................................................................................. 101
        Comparison Table .................................................................................................................................................................. 101
     TBD Items ................................................................................................................................................. 102
     Glossary ................................................................................................................................................... 103




Clean Building Functional Specification                                                                                                                                                   Page 3
     Revision History
     Rev         Date          Author                                         Comments
     R01     Nov 29,          Angel       First Draft
             2010             Delacruz
     R02     Dec 3,           Angel       Finished process navigator, added Schema details
             2010             Delacruz

     R03     Dec 6,           Angel       Finished second Draft, all sections complete
             2010             Delacruz
     R04     March 23,        Angel       Performed review after a long hiatus, many revisions. Removed common lookup
             2011             Delacruz    table and replaced with individual lookups. Still need to specify the individual
                                          lookup tables, will be done in next revision. TBD: A much more detailed and in-
                                          depth review, because only the BPO views were reviewed for R04.

     R05     March 28,        Angel       Specified all lookup tables and references. Schema is complete. Further review
             2011             Delacruz    and revisions to BPO views. Brief review of non-BPO views and reports. TBD:
                                          1. Add specs for some referenced TEAMS tables , 2. Add screenshots for
                                          referenced WebC and TEAMS views, 3. Add specific activity_log fields to display
                                          for survey items and service requests forms for Assessor and Abatement worker,
                                          4. Closer review of reports. 5. Process flows.
     R06     March 31,        Angel       Add screenshots, clean up some items, significant expansions to Define Survey
             2011             Delacruz    Items and Define Service Requests.

     R07     April 6,         Angel       Major Overhaul throughout. Still much work left to do. BPO views are ready for
             2011             Delacruz    Tech Specs.
     R08     April 13,        Angel       Major revisions. Finished Tab 1 of Environmental Hazard Manager->Manage
             2011             Delacruz    Assessments task. The rest of the tabs (2,3,4) will be completed in next revision.
                                          Those tabs (2-4), as well as other tasks (Manage Activity), roles/processes, and
                                          reports are not yet ready for review/comments or tech specs.
     R09     April 14,        Angel       Major revisions. Finished Tabs 2,3,4 of Environmental Hazard Manager-
             2011             Delacruz    >Manage Assessments task. Other tasks (Manage Activity), roles/processes, and
                                          reports are not yet ready for review/comments or tech specs. The schema spec is
                                          complete.

     R10     April 21,        Angel       Major revisions. Implemented Schema, revised spec to conform to schema
             2011             Delacruz    changes. Some revisions to Environmental Hazard Manager->Manage
                                          Assessments . Overhaul and Finished all tabs in Environmental Hazard Manager-
                                          >Manage Activity. Other tasks and roles/processes, and reports are not yet ready
                                          for review/comments or tech specs.

     R11     April 21,        Angel       Finished everything in Environmental Hazard Manager, Field Assessor, and
             2011             Delacruz    Abatement Worker roles. Only unfinished items are the reports in all Operational
                                          and Management Reports roles.

     R12     April 22,        Angel       Finished all reports except for drawing reports.
             2011             Delacruz

     R13     April 25,        Angel       Finished drawing reports and WFRs. Added 3 chart reports. Some reformatting.
             2011             Delacruz    Added overview in hazard manager role. Re-worked process flow diagrams.

     R14     April 27,        Angel       Minor revisions & corrections.


Clean Building Functional Specification                                                                               Page 4
             2011             Delacruz

     R15     April 29,        Angel       Clarifications on View Location and View Locations reports
             2011             Delacruz
     R16     May 2,           Angel       Add Hazard Status table and BPO view to replace standard Status field.
             2011             Delacruz    Add Hazard Areas and Items drawing report.
                                          Add Hazard Costs by Project chart report.
                                          Add Sample Type field to cb_samples table and view.
                                          Add Hazard Activity Summary report.
                                          Add Doc Mgmt field to cb_samples table and view.

     R17     May 10,          Angel       Some Pnav name changes, minor edits for clarification, and added View Service
             2011             Delacruz    Request screenshot.

     R18     May 17,          Angel       Pnav task rename (Define Hazard Units)
             2011             Delacruz    Panel title change in 2 BPO views
                                          Clarify Tab navigation in Manage views
                                          Change Hazard Samples panel in Tab 1 of Manage Assessments
                                          Minor revisions in Manage Activity and Manage Assessments tasks.

     R19     May 29,          Angel       Update Activity Process Flow diagrams.
             2011             Delacruz    Add Hazards by Building Map report.
                                          Changes to Define Hazard Accreditation BPO view.
                                          Changes to Manage Hazard Activity Items task.
                                          Changes to Manage Hazard Assessments task.
                                          Changes to View Assessments by Location report.
                                          Added Paginated Report specs to reports that did not have it.
                                          Add activity parameter bldg_ops = “Yes”.
                                          Changes to Hazard Areas and Items report.
                                          Changes to Hazard Scoreboard report.
                                          Add Smart Client Views.
                                          Add CAD Overlay items.

     R20     May 31,          Angel       Add explanation of “One to One” option in Generate Survey Items. Changes to
             2011             Delacruz    View Location by Geography and View Locations List reports. Removed PDF
                                          button from all but one view.

     R21     June 4,          Angel       Clarify statement on project_id and prob_type filtering in lists and select values.
             2011             Delacruz    Clearly distinguish between schema changes, view title changes, and adding data,
                                          in the Schema section.
                                          Add schema.db specification.
                                          Manage Activity Items: Add Hazard ID field to filter in Action Items and Service
                                          Request tabs. Change Action Type field to Problem Type field in Service Request
                                          tab.
                                          Manage Assessment Items: Select values in Filter should all be multiple select.
                                          Make site_id and prob_type required for assessment items. Copy site_id and bl_id
                                          from project.
                                          Define Projects: Make prob_type required. Add more fields from project table.
                                          Revise Dashboards.
                                          Expand SmartClient, Overlay and Hazard Areas views to include Samples.
     R22     June 9,          Angel       Location Of Material no longer required for Generate Actions Items or Service
             2011             Delacruz    Requests form.

Clean Building Functional Specification                                                                               Page 5
                                          Added Location of Material to Generate Survey Items in Action Items and Service
                                          Request tabs in Manage Hazard Activity.
                                          Changed the Generate Requests form, removed fields from Default Values section
                                          that do not apply to Service Requests, and changed spec of Priority and Date fields
                                          to function like std request form.
                                          Clarification in Generate Assessment Items: set prob_type to prob_type of project.
                                          Added Totals row to grids in View Locations List report
                                          Added Sites (count) field to Hazard Assessments Summary and Hazard Location
                                          Drilldown reports.
                                          Removed certain count fields in Hazard Location Drilldown where not applicable.
                                          Added total estimated cost field to Hazard Activity Summary report.
                                          Added Homogeneous Area ID field to grid in Hazard Areas and Items report.
                                          Added license check for Building Ops before enabling any service request
                                          functions.
                                          Major changes to Hazard Areas and Items due to inability to highlight multiple
                                          asset types on same drawing as was spec’d before.
                                          Removed prob_type from SmartClient views because select value cannot be
                                          restricted in SC and field titles cannot be changed.
                                          Other changes to SmartClient views to address SC limitations and requirements.

     R23     June 15,         Angel       Define Hazard Units – Changed to match implementation.
             2011             Delacruz
                                          Define Testing Laboratories – Changed to match implementation.
                                          Define Action Types – Changed to match implementation.
                                          Clarified submitted date = requested date.
                                          Clarifications in Manage Activity->Comm Logs
                                          Specify required fields in Generate Action items
                                          Minor changes to Locations tab of Add/New action item form
                                          Specify required fields and simplify priority in Generate Requests
                                          Service Request grid: Remove Delete Selections button and clarify replacing Copy
                                          As New with Copy grid button.
                                          Changes to Add New Service Request to use standard form
                                          Hazard Assessments list – Move Samples field and make clickable instead of Item
                                          ID to refresh South panel.
                                          Simplify Add Activity->Action Item when multiple assessments selected.
                                          Changes to Add Activity->Service Request to use standard form
                                          Samples form, enforce analysis date >= date received >= date collected
                                          Change field layout order in Add/Edit Sample Lab Results form
                                          Manage Assessments, Tab 3 Subtab 3 (Service Requests): Changes to use standard

Clean Building Functional Specification                                                                               Page 6
                                          form
                                          Hazard Assessments Summary report – Display Item ID field
                                          Rename SC task “Define Hazard Location Type” to “Define Hazard Location
                                          Types”
                                          SC Extension – Replace AutoCAD Domains menu spec with spec for SC
                                          Extension Process Navigator entries

     R24     June 21,         Angel       Added note: In all views and filters in entire activity, the Assessed By field always
             2011             Delacruz    has a Select Value on em, and Assigned To and Abatement Worker have a Select
                                          Value on cb_hcm_accredit.
                                          Cosmetic change to layout of Generate Records forms.
                                          Add Abatement Worker field to Action Items grid.
                                          Add DOC spec for Assessment Items, Actions Items, Service Requests.
                                          Generate Requests: Populate Request By and Requestor Phone automatically with
                                          info of logged in user.
                                          Clarifications for refreshing grids after generate and Save actions
                                          Make prob_type required for Service Request forms.
                                          Fix filter for Select Values in Assign Inspector/Worker form to include
                                          prob_type=null.
                                          Apply correct restriction for logged in user for service requests.
                                          Clarify hidden and omitted fields in Action Items for Field Assessor and
                                          Abatement Worker.
                                          Change field title Description to Material Description in reports.
                                          Hazard Summary Chart, swap x and y axes.

     R25     June 28,         Angel       Replace Assessed By and Assigned To with Supervisor and Work Team Id in
             2011             Delacruz    Hazard Activity->SvcReq tab filter (3031819).
                                          Hazard Activity Summary : Add Supervisor and Work Team Id to filter (3031819)
                                          View Location by Geography: Remove graphic and photo fields from building tab
                                          (3031742). Remove 3 Common area fields from room tab (3031882). Also
                                          display photo image in paginated report (3031840)
                                          View Locations List: Remove 3 Common area fields from room tab (3031882).
                                          Show Rooms paginated report in 4 columns (3031841). Remove PDF button
                                          (3031846). Fix paginated report in Rooms Tab (3031841)
                                          Hazard Summary Chart: Present bl/fl/rm counts in separate bars (3031750).
                                          Fix typo in chart reports to reflect implementation: Vertical -> Horizontal.
                                          Remove Number command from SC Extensions
                                          Change cb_samples default Asset Text fields
                                          Fix ab-ov views, add PK, dwgname, and ehandle fields.
                                          SmartClient: Define Hazard Assessments and Samples, add activity_type field.

Clean Building Functional Specification                                                                                  Page 7
     Activity Overview
     Elevator Story
                    For property managers and facilities directors who are beleaguered with the risk, regulatory
                    requirements, downtime and complexity associated with hazardous materials in their buildings,
                    ARCHIBUS Hazardous Material Management facilitates the process of locating, identifying,
                    documenting and abating these materials throughout an organization, using an intuitive Web-based
                    interface to reduce errors and omissions, speed data collection, and store critical health and safety
                    information.
                    Unlike spreadsheets, ARCHIBUS provides easy and rapid access to historical data, and forms are
                    connected directly to your space and equipment inventories to reduce errors and omissions so that
                    hazardous materials are not missed and are all properly located, tracked, and dealt with.
                    Unlike other hazardous materials packages, the ARCHIBUS Hazardous Material Management Activity
                    provides a complete end to end solution which is flexible enough to adapt to any material hazard
                    scenario, and unlike standalone applications, ARCHIBUS can share and integrate hazardous materials
                    data with other systems and processes such as maintenance/custodial, floor plans, GIS, EHS, emergency
                    response and preparedness, move projects, demolition and renovation projects, etc.



                     Customer             For property managers and facility directors

                     Pain point           who are beleaguered with the risk, regulatory requirements, downtime and
                                          complexity associated with hazardous materials in their buildings,

                     Product              ARCHIBUS Clean Building
                     name/category

                     Key benefit          facilitates the process of locating, identifying, documenting and abating these
                                          materials throughout an organization, using an intuitive Web-based interface to
                                          reduce errors and omissions, speed data collection, and store critical health and
                                          safety information.

                     Differentiation      Unlike spreadsheets, ARCHIBUS provides easy and rapid access to historical
                     from previous        data, and forms are connected directly to your space and equipment inventories to
                     working method       reduce errors and omissions so that hazardous materials are not missed and are all
                                          properly located, tracked, and dealt with.

                     Differentiation      Unlike other hazardous materials packages, the ARCHIBUS Hazardous Material
                     from                 Management Activity provides a complete end to end solution which is flexible
                     competitors          enough to adapt to any material hazard scenario, and unlike standalone
                                          applications, ARCHIBUS can share and integrate hazardous materials data with
                                          other systems and processes such as maintenance/custodial, floor plans, GIS,
                                          EHS, emergency response and preparedness, move projects, demolition and
                                          renovation projects, etc.




Clean Building Functional Specification                                                                                 Page 8
     Activity Summary
                    The ARCHIBUS Clean Building activity is used to manage the process of locating, identifying, and
                    abating hazardous substances, such as asbestos, lead-based paint, mold and radon, throughout an
                    organization’s property portfolio. The activity provides quick and easy access to comprehensive
                    information regarding the location and condition of asbestos, lead-based paint and other hazardous
                    materials. This activity helps to manage regulatory obligations for assessment, abatement, monitoring,
                    and reporting of hazardous materials and substances.
                    With this activity, users can create background facility data such as geographic locations, buildings,
                    floors, and room inventory, as well as Hazmat (Hazardous Materials) background data such as
                    substances and material types, location, condition, and classification.
                    Environmental Project Managers create projects to track and manage different Hazmat initiatives, and
                    then Hazardous Materials Managers begin projects by creating service requests to assess, estimate, and
                    inspect hazardous materials at selected locations. The Hazardous Materials Manager then creates an
                    assessment item for each instance of Hazmat uncovered during an inspection, then enters and updates
                    all inspection information, material samples data, and lab analysis results. Documents are uploaded to
                    support inspection and assessment results.
                    After all results are examined and response actions decided upon, the Environmental Hazard Manager
                    creates and assigns service requests for response/abatement actions, then updates the assessment items
                    and service requests with the results and status of those actions.
                    Field assessment personnel, accredited inspectors, and accredited abatement workers are able to view
                    assessment items and service requests assigned to them in order to perform work, and are able to make
                    updates to reflect outcomes.
                    Finally, top level executives are able to view EIS reports that give them a bird’s eye view of the Hazmat
                    risk exposure at their organization, including total occurrence count, total count by substance, and total
                    count by substance and building.

                     Activity             Clean Building
                     Also Known As        Hazardous Materials Abatement, HazMat Abatement, Asbestos Abatement

                     Business result      Reduce the risks, complexity, time, and downtime associated with the
                                          management and handling of hazardous materials in buildings. Efficiently
                                          manage your regulatory obligations for assessment, abatement, monitoring,
                                          reporting, and documentation of hazardous materials.

                     Used By              Environmental Project Managers to do top-level project planning, management,
                                          and coordination across multiple hazardous material projects.
                                          Facility and Hazardous Material Managers to create assessment items and
                                          action/service requests to locate, inspect, and abate materials, enter and verify
                                          complete material information and inspection results, update and view status.
                                          Field Survey Personnel to view and update assessment items and action/service
                                          requests assigned to them regarding assessments and response actions to
                                          hazardous materials.
                                          Inspectors to view and update assessment items and action/service requests
                                          assigned to them regarding locating, sampling, and testing for the presence of
                                          hazardous materials.
                                          Abatement Workers to view and update assessment items and action/service
                                          requests assigned to them regarding the abatement of hazardous materials
                                          present at assigned locations.
                                          Maintenance and custodial staff, move project managers, emergency response
                                          personnel, renovation and demolition project managers, to check for presence of

Clean Building Functional Specification                                                                                Page 9
                                          hazardous materials in areas of interest and plan for necessary precautions and
                                          contingencies.
                     Reasons for          To reduce errors and omissions so that hazardous materials are not missed,
                     Automation           thereby decreasing risk and regulatory violations.
                                          To save time by reducing the manual effort involved in keeping an ongoing
                                          record of the large volumes of information generated by every hazardous
                                          materials survey.
                                          To gain transparency into the presence of hazardous materials and reduce
                                          potential exposures and errors in handling.
                                          To share and coordinate with maintenance/custodial staff and other business
                                          units in order to reduce exposures to and mishandling of hazardous materials.
                                          To identify key targets for repair, renovation, or demolition in order to mitigate
                                          risk.
                                          To better comply with regulatory requirements for locating, identifying, abating,
                                          and completely documenting hazardous materials.
                                          To leverage other facilities data such as space and equipment inventory, floor
                                          plans and GIS mapping.

                     Prerequisites        None. The activity can stand alone and can be the first ARCHIBUS activity
                                          deployed in an account.

                     Results              Hazardous Material locations report
                                          Hazardous Material survey results report
                                          Hazardous Material status report
                                          Hazardous Material survey and abatement cost estimates
                                          Hazardous Material action plan
                                          Building Risk Assessment report

                     Results used by      Facility Owners/Directors/Managers, Regulatory Agencies, Space Planners,
                                          Project Managers, Maintenance/custodial staff, Move Managers, Emergency
                                          Response personnel, Renovation and Demolition Project Managers




Clean Building Functional Specification                                                                                 Page 10
     Positioning
                    The Hazardous Material Management activity is used by property managers and facility directors that
                    need to locate and respond to the presence of hazardous materials (such as asbestos, lead-based paint,
                    mold, air quality contaminants) in the buildings and structures that they are responsible for. The
                    business driver may come from local/national regulatory requirements or from a strategic plan to
                    mitigate risk or both.

                    This activity helps Environmental Hazard Managers to plan and prioritize inspections, record and
                    document inspection results (material locations and condition, sampling data and lab test results, and
                    inspector recommendations), plan/manage remediation actions and track results, provide inspection and
                    results history for any location, and track cost estimates for inspections and abatement. The activity
                    enables Environmental Hazard Managers to easily and efficiently handle the vast amount of data and
                    recordkeeping involved.

     ROI
                    The ARCHIBUS Clean Building activity helps to significantly reduce the administrative costs
                    associated with Hazards management and abatement programs. There is a tremendous amount of
                    coordination, information, and personnel to track, and this activity allows for proper management
                    oversight and control, thus reducing costs through efficiency savings.
                    Furthermore, by automating and documenting the processes involved, the activity helps organizations to
                    follow proper procedures and avoid costly fines and penalties associated with violations of rules and
                    regulations concerning Hazmat in their facilities. In the U.S., for example, a single violation of asbestos
                    regulations can result in fines of up to US$25,000 per day plus $7,000 per item.
                    The automation provided by this activity can also help organizations avoid costly liability litigation,
                    which can run into the millions of dollars, stemming from the errors and omissions that manual or other
                    less efficient methods are prone to.




Clean Building Functional Specification                                                                                Page 11
     Roles
                    Business Process Owner – Facilities – This role is responsible for setting up facilities background
                    data, such as locations, organizations, and equipment information.
                    Business Process Owner – Risk – This role is responsible for setting up hazardous materials
                    background data, such as list of materials, material classes, categories, locations, conditions, hazard
                    rank, sample composition, and sample labs.
                    Environmental Project Manager – This role is responsible for initiating and managing projects for
                    organizing hazardous materials surveys and data. The PM is also responsible for defining employees
                    and contacts that will be used as resources throughout the activity.
                    Environmental Hazard Manager – This role (aka Environmental Assessment/Risk Manager) is
                    responsible for managing all aspects of a Hazmat assessment and abatement program:

                              Creates, assigns, and updates action items and service requests to inspect, abate, estimate cost,
                               and assess locations
                              Creates, assigns, and updates assessment items for each Hazmat instance
                              Provides inspectors and field personnel with the data they need for field work (building, floor,
                               and room information, floor plans, past survey results, etc.)
                              Records survey results, including information about samples and lab test results
                              Manages the resources and process flows of a Hazmat management program
                    Field Assessor – This role is responsible for reviewing assigned action/service requests and assessment
                    items and executing the requested inspections, estimates, and assessments.
                    Abatement Worker – This role is responsible for reviewing assigned action/service requests and
                    assessment items and executing the requested Hazmat response actions for Hazmat instances.




Clean Building Functional Specification                                                                                  Page 12
     Use Cases
                    Perform Hazmat (Hazardous Materials) Survey of entire organization
                    A secondary school system must comply with U.S. AHERA regulations and perform an initial full
                    asbestos survey of all school buildings, or the Board of Directors of an organization decides to perform
                    an inspection of all buildings for hazardous materials in order to mitigate risk.
                    Perform Hazmat re-inspection of entire organization
                    A secondary school system must comply with U.S. EPA AHERA regulations and perform a full
                    asbestos re-inspection of all school buildings, which is required every 3 years.
                    Perform Hazmat inspection of 1 or more buildings
                    Major renovations and/or demolitions are taking place and the buildings involved must be inspected for
                    asbestos in order to comply with U.S. EPA NESHAP regulations.
                    Perform Hazmat inspection of 1 or more floors
                    Major renovations are taking place and the floors involved in all buildings must be inspected for
                    asbestos in order to comply with U.S. EPA NESHAP regulations.
                    Perform Hazmat inspection of 1 or more rooms
                    Major renovations are taking place in certain rooms and all the affected spaces must be inspected for
                    asbestos in order to comply with U.S. EPA NESHAP regulations.
                    Perform Hazmat surveillance of entire organization
                    A secondary school system must comply with U.S. AHERA regulations and perform an asbestos visual
                    surveillance of all known Hazmat instances, which is required every 6 months.
                    A move or renovation is about to take place
                    Prior to executing any moves or renovations, results of previous Hazmat inspections in the affected
                    buildings, floors, and rooms must be reviewed and appropriate precautions taken.
                    Maintenance and Custodial work is taking place
                    Prior to executing any maintenance or custodial work, results of previous Hazmat inspections in the
                    affected buildings, floors, and rooms must be reviewed and appropriate precautions taken.
                    C-level execs need an overview of organization’s exposure to Hazmat
                    The Board of Directors will be discussing a risk assessment and mitigation strategy, and they need
                    Hazmat EIS reports to provide key decision support data.




Clean Building Functional Specification                                                                                 Page 13
     Use Case Workflow Diagrams
     Overview
                    The following diagrams represent some generalized business process flows in the
                    industry. These are not known, established, or standard process flows, as there do not
                    seem to be any specific standards in the industry. Therefore, the diagrams combine as
                    many components as possible of a few different typical processes, in an order that
                    makes logical sense. The HazMat activity is not intended to enforce these or any other
                    specific workflows, the intent is for the activity to be flexible enough to support all of
                    the components depicted in the diagrams, in any order that an organization may want
                    to follow. Thus, the activity can fit into almost any existing or new workflow for an
                    organization that wants to incorporate any combination, or all, of the components
                    depicted in the diagrams. Although these diagrams depict an Asbestos process, the
                    process for other hazardous materials and substances would be similar.
     Asbestos Abatement Sample Flowchart
                                This is an example of one organization’s process flow for asbestos management.




Clean Building Functional Specification                                                                          Page 14
     Asbestos Survey & Abatement – Business Process Overview
                    This flowchart shows the overall business process flow for conducting an asbestos survey / inspection.

                                             Hazmat Management Business Process Overview
                                          (Blue is basic process, red/purple/orange are optional)


                                                                                                                     Use assessment and cost
                                                  Select buildings, floors,           Field audit to assess
                                                                                                                      estimate for budgeting
                Define project                   rooms, or locations to be          locations and estimate
                                                                                                                     and prioritizing inspection
              (Project Manager)                          inspected                     cost of inspection
                                                                                                                             locations
                                                    (Hazard Manager)                    (Field Assessor)
                                                                                                                        (Hazard Manager)




           Prioritize selections:                 Give building info, room          Perform survey, collect
                                                                                                                      Field audit to assess risk
         Buildings, Floors, Rooms,               lists, floor plans, previous        samples, analyze lab
                                                                                                                      rating, response actions,
         Locations to be inspected                results, etc. to inspector        results, submit report.
                                                                                                                           (Field Assessor)
            (Hazard Manager)                          (Hazard Manager)                    (Inspector)




        Determine response action                                                                                        Field audit to verify
                                                   Field audit to estimate
          for each item based on                                                                                     response actions, perform
                                                  costs of response action        Execute response actions
        inspector advice and their                                                                                       air monitoring, etc.
                                                 for each assessment item           (Abatement Worker)
                 own audit                                                                                            (Hazard Manager or Field
                                                       (Field Assessor)
            (Hazard Manager)                                                                                                  Assessor)




Clean Building Functional Specification                                                              Page 15
     Asbestos Survey & Abatement – Activity Process Flow
     This flowchart shows the activity process flow for conducting an asbestos survey / inspection.
             Hazmat Management Process Navigator (Blue is basic process, red/purple/orange are optional)
                                                                                             Create action items
                                                                                                                         Run Locations
                     Define facility        Define hazmat           Create hazmat           /service requests for
                                                                                                                       report. View past
                   background data.        background data.            project.               cost estimate of
                                                                                                                      inspection results.
                    (BPO–Facilities)         (BPO- Hazmat)        (Project Manager)              inspection.
                                                                                                                     (Manager/Assessor)
                                                                                                 (Manager)



                 Perform a field audit                           Generate Assessment
                                          Input the results of                             Run Locations report.
                   to estimate the                                Items from Action                                  Perform survey and
                                           the estimate into                                 View past survey
                  costs of a hazmat                                  Items/Service                                    obtain lab results.
                                             Action Items.                                        results.
                      inspection.                                       Requests.                                        (Inspector)
                                              (Manager)                                         (Inspector)
                   (Field Assessor)                                    (Manager)



                                          For field evaluation
                                           of survey results,                               Field audit to assess
                                                                   Run survey results                                 Input results of the
                 Input survey results.     generate Service                                 risk rating, response
                                                                         report.                                          field audit.
                 (Manager/Inspector)        Requests from                                   actions, condition…
                                                                    (Field Assessor)                                 (Assessor/Manager)
                                          Assessment Items.                                    (Field Assessor)
                                               (Manager)



                    Generate service                                                                                  Generate Action
                                                                   Perform field audit        Enter estimated
                  requests to perform      Run survey results                                                          Items/Service
                                                                  to estimate costs of       costs of response
                    cost estimates of            report.                                                            Requests for response
                                                                    response actions.             actions.
                      abatement.            (Field Assessor)                                                              actions.
                                                                     (Field Assessor)       (Manager/Assessor)
                       (Manager)                                                                                         (Manager)



                                                                  Update Assessment
                 Run asbestos survey        Execute response       Items and Action
                    results report.             actions.             Items/Service
                 (Abatement Worker)       (Abatement Worker)            Requests.
                                                                       (Manager)

Clean Building Functional Specification                                                         Page 16
     Asbestos Surveillance
                    This flowchart shows the activity process flow for conducting asbestos surveillance.

              Hazmat Surveillance Process Navigator (Blue is basic process, red/purple/orange are optional)

                                                                                                              Copy Assessment
             Define Facility                     Define Hazmat                       Create Project                               View Locations Report,
                                                                                                            Items from Previous
           Background Data                      Background Data                                                                      View Past Survey
                                                                                   (Project Manager)         Project and Assign
            (BPO–Facilities)                     (BPO- Hazmat)                                                                      Results (Assessor)
                                                                                                                 (Manager)




                                                                                                            Generate Requests
         Manage My Activity                                                        Input surveillance                              Manage my Activity,
                                               Assessor performs                                            from Assessments
        and Assessment Items                                                      results (Manager or                               run survey results
                                                field surveillance                                            for field eval of
             (Assessor)                                                                Assessor)                                    report (Assessor)
                                                                                                               results (Mgr)




           Do Field Audit to                                                      Generate requests
                                                                                                            Manage my Activity,     Do field audit to
           assess/determine                   Input results of field                 to perform
                                                                                                             run survey results     estimate costs of
         risk rating, response                        audit                        abatement cost
                                                                                                             report (Assessor)      response actions
         actions, condition...                                                     estimates (Mgr)



                                                    Generate
                                                                                  Manage my Activity,                              Update Assessment
            Enter costs of                       Action/Service                                              Execute response
                                                                                   run survey results                             Items and Abatement
         abatement (Manager                       Requests for                                              actions (Abatement
                                                                                  report (Abatement                                  Action/Service
             or Assessor)                       Response Actions                                                  Worker)
                                                                                        Worker)                                         Requests
                                                   (Manager)




Clean Building Functional Specification                                                                    Page 17
     Process Navigator
                    Domain: Risk
                    Activity: AbRiskCleanBuilding – Clean Building

     Processes or Roles                   Process Tasks                        View File Name or Comments
     BPO - Facilities
                                          Define Geographic Locations          ab-def-geo-loc.axvw
                                                                               Label
                                          Define Room Standards                ab-sp-def-rmstd.axvw
                                          Define Room Categories and Types     ab-sp-def-rmcat-rmtype.axvw
                                          Define Organizations                 ab-sp-def-org.axvw
                                                                               Label
                                          Define Room Locations                ab-sp-def-loc-rm.axvw
                                                                               Label
                                          Define Construction Classification   ab-ca-def-class.axvw
                                          Define Equipment Standards           ab-def-eq-std.axvw
                                                                               Label
                                          Define Equipment                     ab-ca-def-eq.axvw

     BPO - Risk
                                          Define Hazardous Substances          ab-cb-def-subs.axvw
                                          Define Hazard Containing Materials   ab-cb-def-hcm.axvw
                                          Define Hazard Location Type          ab-cb-def-hcm-loc.axvw
                                          Define Condition of Hazard           ab-cb-def-hcm-cond.axvw
                                          Define Classification of Hazard      ab-cb-def-hcm-class.axvw
                                          Define Hazard Units                  ab-cb-def-units.axvw
                                                                               Label
                                          Define Sample Composition            ab-cb-def-samp-comp.axvw
                                          Define Testing Laboratories          ab-cb-def-samp-lab.axvw
                                                                               Label
                                          Define Hazard Rank                   ab-cb-def-haz-rank.axvw
                                          Define Hazard Rating                 ab-cb-def-haz-rating.axvw
                                          Define Hazard Response               ab-cb-def-haz-response.axvw
                                          Define Hazard Status                 ab-cb-def-haz-status.axvw
                                          Define Abatement Reasons             ab-cb-def-abate-reason.axvw
                                                                               Label
                                          Define Hazard Accreditation Type     ab-cb-def-accr-type.axvw
                                          Define Hazard Accreditation Source   ab-cb-def-accr-src.axvw
                                          Define Hazard Accreditation          ab-cb-def-accr.axvw
                                                                               Label
                                          Define Action Types                  ab-cb-def-activitytype.axvw
                                          Define Service Request Types         ab-cb-def-probtype.axvw

     Environmental Project
     Manager
                                          Define Contacts                      ab-ca-def-cont.axvw
                                          Define Employees                     ab-sp-def-em.axvw
                                          Define Vendors                       ab-vn-edit.axvw

Clean Building Functional Specification                                                                  Page 18
                                                                             Label
                                          Define Projects                    ab-cb-def-prj.axvw

     Environmental Hazard
     Manager
                                          Manage Hazard Activity             ab-cb-activity-items.axvw
                                          Manage Hazard Assessments          ab-cb-assess-items.axvw
                                                                             Label
                                          View Location by Geography         ab-cb-rpt-loc.axvw
                                          View Locations List                ab-cb-rpt-locs.axvw
                                          View Assessments by Location       ab-cb-rpt-assess-loc.axvw

     Field Assessor
                                          Manage My Hazard Activity          ab-cb-my-activity-items.axvw
                                          Manage My Hazard Assessments       ab-cb-my-assess-items.axvw
                                                                             Label
                                          View Location by Geography         ab-cb-rpt-my-loc.axvw
                                          View Locations List                ab-cb-rpt-my-locs.axvw
                                          View Assessments by Location       ab-cb-rpt-assess-loc.axvw

     Abatement Worker
                                          Manage My Abatement Requests       ab-cb-my-abate-reqs.axvw
                                          Manage My Hazard Abatements        ab-cb-my-abate-items.axvw
                                                                             Label
                                          View Location by Geography         ab-cb-rpt-my-loc.axvw
                                          View Locations List                ab-cb-rpt-my-locs.axvw
                                          View Assessments by Location       ab-cb-rpt-assess-loc.axvw

     Operational Reports
                                          Hazard Assessments Summary         ab-cb-rpt-summary.axvw
                                          Assessments by Location            ab-cb-rpt-assess-loc.axvw
                                          Hazard Location Drilldown          ab-cb-rpt-drilldown.axvw
                                          All Hazard Assessments             ab-cb-rpt-assess-all.axvw
                                          Hazard Activity Summary            ab-cb-rpt-act-summary.axvw
                                          Drawings                           Label
                                          Buildings and Rooms by Project     ab-cb-rpt-hl-bl-rm-prj.axvw
                                          Buildings and Rooms with Hazards   ab-cb-rpt-hl-bl-rm.axvw
                                          Floor Plans with Hazards           ab-cb-rpt-hl-fl.axvw
                                          Hazard Areas and Items             ab-cb-rpt-hl-haz.axvw
                                          Hazards by Building Map            ab-cb-rpt-haz-bl-map.axvw

     Management Reports
                                          Hazard Summary Chart               ab-cb-rpt-summary-chart.axvw
                                          Hazard Scoreboard                  ab-cb-rpt-scoreboard.axvw
                                          Hazard Assessments Summary         ab-cb-rpt-summary.axvw
                                          Hazard Location Drilldown          ab-cb-rpt-drilldown.axvw
                                          Hazard Totals Comparison           ab-cb-rpt-tot-compare.axvw
                                          Hazard Totals by Year              ab-cb-rpt-tot-by-year.axvw
                                          Hazard Totals by Year Comparison   ab-cb-rpt-tot-by-year-compare.axvw
Clean Building Functional Specification                                                                    Page 19
                                          Hazard Costs by Project                             ab-cb-rpt-cost-by-prj.axvw
                                          Drawings                                            Label
                                          Buildings and Rooms by Project                      ab-cb-rpt-hl-bl-rm-prj.axvw
                                          Buildings and Rooms with Hazards                    ab-cb-rpt-hl-bl-rm.axvw
                                          Floor Plans with Hazards                            ab-cb-rpt-hl-fl.axvw
                                          Hazards by Building Map                             ab-cb-rpt-haz-bl-map.axvw


     Dashboard
     Processes                            Process Titles                           Process Tasks
     or Roles                             (i.e. the title for the dashboard tab)   (i.e. the panels on this dashboard tab)

     Manager Dash 0                       Manage Activity                          Manage Hazard Activity
     Manager Dash 1                       Manage Assessments                       Manage Hazard Assessments
     Manager Dash 2                       Scoreboard                               Hazard Scoreboard
     Manager Dash 3                       Summary Chart                            Hazard Summary Chart
     Manager Dash 4                       Hazard Summary                           Hazard Assessments Summary
     Manager Dash 5                       Totals by Year                           Hazard Totals by Year
     Manager Dash 6                       Totals Comparison                        Hazard Totals Comparison
     Manager Dash 7                       Totals by Year Comparison                Hazard Totals by Year Comparison
     Manager Dash 8                       Hazards by Building Map                  Hazards by Building Map
     Manager Dash 9                       Highlight Hazard Locations               Buildings and Rooms with Hazards
     Manager Dash 10                      Activity Summary                         Hazard Activity Summary


     Processes                            Process Titles                           Process Tasks
     or Roles                             (i.e. the title for the dashboard tab)   (i.e. the panels on this dashboard tab)

     Assessor Dash 0                      Manage My Activity                       Manage My Hazard Activity
     Assessor Dash 1                      Manage My Assessments                    Manage My Hazard Assessments
     Assessor Dash 2                      Location by Geography                    Location by Geography
     Assessor Dash 3                      Locations List                           Locations List
     Assessor Dash 4                      Assessments by Location                  Assessments by Location
     Assessor Dash 5                      Hazard Summary                           Hazard Assessments Summary
     Assessor Dash 6                      All Hazard Assessments                   All Hazard Assessments
     Assessor Dash 7                      Highlight Hazard Locations               Buildings and Rooms with Hazards
     Assessor Dash 8                      Highlight Hazard Projects                Buildings and Rooms by Project
     Assessor Dash 9                      Highlight Hazard Floor Plans             Floors with Hazards
     Assessor Dash 10                     Highlight Hazard Areas & Items           Hazard Areas and Items

     Processes                            Process Titles                           Process Tasks
     or Roles                             (i.e. the title for the dashboard tab)   (i.e. the panels on this dashboard tab)

     Worker Dash 0                        Manage My Requests                       Manage My Abatement Requests
     Worker Dash 1                        Manage My Abatements                     Manage My Hazard Abatements
     Worker Dash 2                        Location by Geography                    Location by Geography
     Worker Dash 3                        Locations List                           Locations List
     Worker Dash 4                        Assessments by Location                  Assessments by Location
     Worker Dash 5                        Hazard Summary                           Hazard Assessments Summary

Clean Building Functional Specification                                                                                      Page 20
     Worker Dash 6                        All Hazard Assessments           All Hazard Assessments
     Worker Dash 7                        Highlight Hazard Locations       Buildings and Rooms with Hazards
     Worker Dash 8                        Highlight Hazard Projects        Buildings and Rooms by Project
     Worker Dash 9                        Highlight Hazard Floor Plans     Floors with Hazards
     Worker Dash 10                       Highlight Hazard Areas & Items   Hazard Areas and Items




Clean Building Functional Specification                                                                       Page 21
     View Details
     Business Process Owner - Facilities
                                          Title/Name                                   Comments
     Process or Role                      Business Process Owner - Facilities
     Task                                 Define Geographic Locations
     Existing View                        Yes, Environmental & Risk Management->Energy Management->Business Process Owner-Facilities
     Summary                              Define country/region/state/city/site, because exact location is key in Hazmat Mgmt
     View File                            ab-def-geo-loc.axvw


                                          Title/Name                                    Comments
     Process or Role                      Business Process Owner - Facilities
     Task                                 Define Room Standards
     Existing View                        Yes, Environmental & Risk Management-> Environmental Sustainability -> Business Process Owner
     Summary                              Important for decision support to categorize rooms containing Hazmat
     View File                            ab-sp-def-rmstd.axvw


                                          Title/Name                                    Comments
     Process or Role                      Business Process Owner - Facilities
     Task                                 Define Room Categories and Types
     Existing View                        Yes, Space Planning & Management->Space Inventory & Performance->Room Inventory
     Summary                              Knowing room function helps in determining Hazmat response actions
     View File                            ab-sp-def-rmcat-rmtype.axvw


                                          Title/Name                                   Comments
     Process or Role                      Business Process Owner - Facilities
     Task                                 Define Organizations
     Existing View                        Yes, Environmental & Risk Management->Energy Management->Business Process Owner-Facilities
     Summary                              Define division/dept, important for Hazmat notifications
     View File                            ab-sp-def-org.axvw


                                          Title/Name                                    Comments
     Process or Role                      Business Process Owner - Facilities
     Task                                 Define Room Locations                         Called “Define Locations” in other processes
     Existing View                        Yes, Environmental & Risk Management-> Environmental Sustainability -> Business Process Owner
     Summary                              Define building/floor/room, because exact location is key in Hazmat Mgmt
     View File                            ab-sp-def-loc-rm.axvw


                                          Title/Name                                    Comments
     Process or Role                      Business Process Owner - Facilities
     Task                                 Define Construction Classification            Called “Define Classifications” in other processes
     Existing View                        Yes, Environmental & Risk Management-> Environmental Sustainability -> Business Process Owner
     Summary                              Define CSI codes, develop industry standard codes to classify Hazmat locations
     View File                            ab-ca-def-class.axvw




Clean Building Functional Specification                                                                                              Page 22
                                          Title/Name                                    Comments
     Process or Role                      Business Process Owner - Facilities
     Task                                 Define Equipment Standards
     Existing View                        Yes, Environmental & Risk Management-> Environmental Sustainability -> Business Process Owner
     Summary                              Important to categorize equipment containing Hazmat
     View File                            ab-def-eq-std.axvw


                                          Title/Name                                    Comments
     Process or Role                      Business Process Owner - Facilities
     Task                                 Define Equipment
     Existing View                        Yes, Environmental & Risk Management-> Environmental Sustainability -> Business Process Owner
     Summary                              Hazmat can be located inside equipment, exact location is key in Hazmat Mgmt
     View File                            ab-ca-def-eq.axvw




Clean Building Functional Specification                                                                                              Page 23
     Business Process Owner - Risk
                                   Title/Name                                  Comments
     Process or Role               Business Process Owner - Risk
     Task                          Define Hazardous Substances
     Existing View                 No
     Summary                       Type of hazardous substances to be tracked, e.g. asbestos, lead paint, radon, etc.
     View File                     ab-cb-def-subs.axvw
     Stock View Pattern            Select-Edit form                            Copy of ab-probtype-edit.axvw
     View Title                    Define Hazardous Substances
     Tables                        probtype                                    Existing table, will add prob_class field
     Pane 1 (Select)               Show only prob_class = ‘CB-SUBST’           Title = “Hazardous Substances”
                                   For new records, set prob_class=’ CB-SUBST’ (hidden field). Custom field titles:
                                      prob_type = “Hazardous Substance Code”, description = “Hazardous Substance
                                      Description”. Add fields CAS Number, Comments. Pane title = “Hazardous
     Pane 2 (Edit)                    Substance”
     Description                   Use the probtype table to record different hazardous substance names.
     Will add some common substances to probtype table: Asbestos, Lead Based Paint, Mold, Radon, etc. The probtype
     table is now hierarchical, so create a new top-level parent called “HAZMAT-SUB”, and insert entries as children.


                                          Title/Name                                   Comments
     Process or Role                      Business Process Owner - Risk
     Task                                 Define Hazard Containing Materials
     Existing View                        No
     Summary                              A lookup list of the types of building materials that may contain hazardous substances
     View File                            ab-cb-def-hcm.axvw
     Stock View Pattern                   Console Select-Edit form                     Place console only on left side, above select
     View Title                           Define Materials That Could Contain Hazardous Substances
     Tables                               cb_hcm                                       New table
     Filter Console                       Fields: prob_type, filter select value with prob_class=‘CB-SUBST’
     Pane 1 (Select)                      Fields: hcm_id, name, prob_type. Title = “Hazard Containing Materials”
                                          Fields: prob_type, (filter select value with probtype.prob_class=‘CB-SUBST’), hcm_id,
     Pane 2 (Edit)                           name, description. Title = “Material”
                                          View pattern: Left and Right side. Left side has top and bottom, top is filter console,
     Description                             bottom is select pane. Right side is Edit Pane.


                                          Title/Name                                   Comments
     Process or Role                      Business Process Owner - Risk
     Task                                 Define Hazard Location Type
     Existing View                        No
     Summary                              A lookup list of the types of places in a room/floor/building where HCM might be found
     View File                            ab-cb-def-hcm-loc.axvw
     Stock View Pattern                   Console Select-Edit form                     Place console only on left side, above select
     View Title                           Define Hazard Location Types
     Tables                               cb_hcm_loc_typ                               New table
     Filter Console                       Fields: prob_type, filter select value with prob_class=‘CB-SUBST’
     Pane 1 (Select)                      Fields: hcm_loc_typ_id, name, prob_type. Title = “Hazardous Material Locations”
                                          Fields: prob_type, (filter select value with probtype.prob_class=‘CB-SUBST’),
     Pane 2 (Edit)                           hcm_loc_typ_id, name, description. Title = “Material Location”
     Description



Clean Building Functional Specification                                                                                     Page 24
                                          Title/Name                                   Comments
     Process or Role                      Business Process Owner - Risk
     Task                                 Define Condition of Hazard
     Existing View                        No
     Summary                              A lookup list of possible values for result of a condition assessment of HCM
     View File                            ab-cb-def-hcm-cond.axvw
     Stock View Pattern                   Console Select-Edit form                     Place console only on left side, above select
     View Title                           Define Condition of Hazard Containing Materials
     Tables                               cb_hcm_cond                                  New table
     Filter Console                       Fields: prob_type, filter select value with prob_class=‘CB-SUBST’
     Pane 1 (Select)                      Fields: hcm_cond_id, name, prob_type. Title = “Hazardous Material Conditions”
                                          Fields: prob_type, (filter select value with probtype.prob_class=‘CB-SUBST’),
     Pane 2 (Edit)                           hcm_cond_id, name, description. Title = “Condition of Material”
     Description


                                          Title/Name                                   Comments
     Process or Role                      Business Process Owner - Risk
     Task                                 Define Classification of Hazard
     Existing View                        No
     Summary                              A lookup list for classifying HCM, such as EPA Category or AHERA Category
     View File                            ab-cb-def-hcm-class.axvw
     Stock View Pattern                   Console Select-Edit form                     Place console only on left side, above select
     View Title                           Define Classification of Hazard
     Tables                               cb_hcm_class                                 New table
     Filter Console                       Fields: prob_type (filter select value with prob_class=‘CB-SUBST’), class_std.
                                          Fields: hcm_class_id, name, class_std, prob_type. Title = “Hazardous Material
     Pane 1 (Select)                         Classifications”
                                          Fields: prob_type, (filter select value with probtype.prob_class=‘CB-SUBST’),
     Pane 2 (Edit)                           hcm_class_id, name, class_std, description. Title = “Classification of Material”
     Description


                                          Title/Name                                   Comments
     Process or Role                      Business Process Owner - Risk
     Task                                 Define Hazard Units
     Existing View                        No
     Summary                              A lookup list for the units used to measure HCM
     View File                            ab-cb-def-units.axvw
     Stock View Pattern                   Select-Edit form
     View Title                           Define Hazard Units
     Tables                               cb_units                                     New table
     Pane 1 (Select)                      Fields: units_id, name, prob_type. Title = “Hazardous Material Units”
                                          Fields: prob_type (filter select value with prob_class=‘CB-SUBST’), units_id , name,
     Pane 2 (Edit)                           description. Title = “Hazardous Material Unit”
     Description                          Insert some standard units in cb_units: “%”, “LF”, “SF”, “cu ft”, etc.




Clean Building Functional Specification                                                                                      Page 25
                                          Title/Name                                   Comments
     Process or Role                      Business Process Owner - Risk
     Task                                 Define Sample Composition
     Existing View                        No
     Summary                              A lookup list of substances/chemicals for sample compositions
     View File                            ab-cb-def-samp-comp.axvw
     Stock View Pattern                   Console Select-Edit form
     View Title                           Define Hazard Sample Composition
     Tables                               cb_sample_comp                               New table
     Filter Console                       Fields: prob_type (filter select value with prob_class=‘CB-SUBST’), is_hazard
                                          Fields: sample_comp_id, name, cas_num, prob_type. Title = “Hazardous Material
     Pane 1 (Select)                         Composition Substances”
                                          Fields: prob_type (filter select value with probtype.prob_class=‘CB-SUBST’),
                                             sample_comp_id, name, cas_num, is_hazard, description. Title = “Hazardous Material
     Pane 2 (Edit)                           Sample Composition Substance or Chemical”
     Description

                                          Title/Name                                 Comments
     Process or Role                      Business Process Owner - Risk
     Task                                 Define Testing Laboratories
     Existing View                        No
     Summary                              A lookup list for hazmat sample testing laboratories
     View File                            ab-cb-def-samp-lab.axvw
     Stock View Pattern                   Console Select-Edit form                   Similar to ab-vn-edit.axvw (Define Vendors)
     View Title                           Define Hazard Sample Testing Laboratories
     Tables                               vn (Existing)                              Vendor table
     Filter Console                       Fields: prob_type (Hazardous Substance, lookup into probtype. prob_class=‘CB-SUBST’)
                                          Fields: vn_id (Vendor Code), City, State, prob_type. Permanent Restriction: vendor_type
                                             = “HazMat Sample Lab” (need to add to enum list for field). Title = “Hazardous
     Pane 1 (Select)                         Material Sample Laboratories”
                                          Fields: All the same as ab-vn-edit.axvw, plus: prob_type (filter select value with
                                             probtype.prob_class=‘CB-SUBST’), fed_tax_id, insurance_cert1 (Lab Certification
                                             Number), certifications. Vendor Type is hidden. Title = “Hazardous Material Sample
     Pane 2 (Edit)                           Laboratory”
     Description                          Default value for new records: vendor_type = “HazMat Sample Lab”.

                                          Title/Name                                   Comments
     Process or Role                      Business Process Owner - Risk
     Task                                 Define Hazard Ranks
     Existing View                        No
     Summary                              A lookup list to rank the level of danger/risk presented by HCM
     View File                            ab-cb-def-haz-rank.axvw
     Stock View Pattern                   Console Select-Edit form
     View Title                           Define Hazard Ranks
     Tables                               cb_hazard_rank                               New Table
     Filter Console                       Fields: prob_type (filter select value with prob_class=‘CB-SUBST’)
     Pane 1 (Select)                      Fields: hcm_haz_rank_id, name, prob_type. Title = “Hazard Ranks”
                                          Fields: prob_type, (filter select value with probtype.prob_class=‘CB-SUBST’),
     Pane 2 (Edit)                           hcm_haz_rank_id, name, description. Title = “Hazard Rank”
     Description


                                          Title/Name                               Comments
     Process or Role                      Business Process Owner - Risk

Clean Building Functional Specification                                                                                   Page 26
     Task                                 Define Hazard Ratings
     Existing View                        No
     Summary                              A lookup list to rate the level of danger/risk presented by HCM
     View File                            ab-cb-def-haz-rating.axvw
     Stock View Pattern                   Console Select-Edit form
     View Title                           Define Hazard Ratings
     Tables                               cb_hazard_rating                             New Table
     Filter Console                       Fields: prob_type (filter select value with prob_class=‘CB-SUBST’)
     Pane 1 (Select)                      Fields: hcm_haz_rating_id, name, prob_type. Title = “Hazard Ratings”
                                          Fields: prob_type, (filter select value with probtype.prob_class=‘CB-SUBST’),
     Pane 2 (Edit)                           hcm_haz_rating_id, name, description. Title = “Hazard Rating”
     Description

                               Title/Name                                    Comments
     Process or Role           Business Process Owner - Risk
     Task                      Define Hazard Responses
     Existing View             No
     Summary                   A lookup list for the response (abatement) actions to HCM
     View File                 ab-cb-def-haz-response.axvw
     Stock View Pattern        Select-Edit form                              Copy of ab-repairty-edit.axvw
     View Title                Define Hazard Responses
     Pane 1 (Select)           Permanent Restriction: repair_type like "CB-%". Title=”Hazard Responses”
                               For new or edit record, prefix “CB-“ to repair_type when saving, if not already there.
     Pane 2 (Edit)                 Arrange fields in one column. Title = “Hazard Response”
     Description               Use the repairty table to record response actions, prefix with CB-.
     Add existing CB response action entries to repairty table, each prefixed with CB-


                                          Title/Name                                   Comments
     Process or Role                      Business Process Owner - Risk
     Task                                 Define Hazard Status
     Existing View                        No
     Summary                              A lookup list for the status of HCM
     View File                            ab-cb-def-haz-status.axvw
     Stock View Pattern                   Console Select-Edit form
     View Title                           Define Hazard Status
     Tables                               cb_hazard_status                             New Table
     Filter Console                       Fields: prob_type (filter select value with prob_class=‘CB-SUBST’)
     Pane 1 (Select)                      Fields: hcm_haz_status_id, name, prob_type. Title = “Hazard Status Codes”
                                          Fields: prob_type, (filter select value with probtype.prob_class=‘CB-SUBST’),
     Pane 2 (Edit)                           hcm_haz_status_id, name, description. Title = “Hazard Status”
     Description




Clean Building Functional Specification                                                                                   Page 27
                                          Title/Name                                 Comments
     Process or Role                      Business Process Owner - Risk
     Task                                 Define Abatement Reasons
     Existing View                        No
     Summary                              Reasons for surveying and abating a particular instance of HCM
     View File                            ab-cb-def-abate-reason.axvw
     Stock View Pattern                   Select-Edit form                           Copy of ab-causetype-edit.axvw
     Title                                Abatement Reasons
     Pane 1 (Select)                      Permanent Restriction: cause_type like "CB-%". Title=”Abatement Reasons”
                                          For new or edit record, prefix “CB-“ to cause_type when saving, if not already there.
     Pane 2 (Edit)                           Arrange fields in one column. Title=”Abatement Reason”
     Description
     Sample entries: CB-Condition, CB-Renovation, CB-Demolition, CB-Disturbance, CB-Risk


                                          Title/Name                                   Comments
     Process or Role                      Business Process Owner - Risk
     Task                                 Define Hazard Accreditation Types
     Existing View                        No
     Summary                              A lookup list for the types of HCM Inspector accreditations
     View File                            ab-cb-def-accr-type.axvw
     Stock View Pattern                   Console Select-Edit form
     View Title                           Define Hazardous Material Accreditation Types
     Tables                               cb_accredit_type                             New table
     Filter Console                       Fields: prob_type (filter select value with prob_class=‘CB-SUBST’)
     Pane 1 (Select)                      Fields: accredit_type_id, name, prob_type. Title = “Hazard Accreditation Types”
                                          Fields: prob_type, (filter select value with probtype.prob_class=‘CB-SUBST’),
     Pane 2 (Edit)                           accredit_type_id, name, description. Title = “Hazard Accreditation Type”
                                          Add some entries: “Inspector”, “Management Planner”, “Project Designer”, “Abatement
     Description                             Worker”

                                          Title/Name                                   Comments
     Process or Role                      Business Process Owner - Risk
     Task                                 Define Hazard Accreditation Sources
     Existing View                        No
     Summary                              A lookup list for the sources of Hazmat accreditations (e.g. which State)
     View File                            ab-cb-def-accr-src.axvw
     Stock View Pattern                   Console Select-Edit form
     View Title                           Define Hazardous Material Accreditation Sources
     Tables                               cb_accredit_source                           New table
     Filter Console                       Fields: prob_type (filter select value with prob_class=‘CB-SUBST’), state_id
                                          Fields: accredit_source_id, name, state_id, prob_type. Title = “Hazard Accreditation
     Pane 1 (Select)                         Sources”
                                          Fields: prob_type, (filter select value with probtype.prob_class=‘CB-SUBST’),
     Pane 2 (Edit)                           accredit_source_id, name, state_id, description. Title = “Hazard Accreditation Source”
     Description                          Name of institution and/or state where person received accreditation




Clean Building Functional Specification                                                                                   Page 28
                                          Title/Name                                   Comments
     Process or Role                      Business Process Owner - Risk
     Task                                 Define Hazard Accreditation
     Existing View                        No
     Summary                              Edit accreditation information for inspectors and other hazmat professionals
     View File                            ab-cb-def-accr.axvw
     Stock View Pattern                   Console Select-Edit form
     View Title                           Define Hazardous Materials Professionals and Accreditations
     Tables                               cb_accredit_person                           New Table
     Filter Console                       Fields: prob_type (filter select value with prob_class=‘CB-SUBST’)
     Pane 1 (Select)                      person_id, accredit_type_id, accredit_source_id, prob_type. Title=”Professionals”
                                          Fields: person_id, contact_id (filter select value to contact_type=HAZMAT ), em_id,
                                             vn_id, prob_type (filter select value with probtype.prob_class=‘CB-SUBST’),
                                             accredit_type_id, accredit_source_id, cert_num, lic_num, insp_num, date_accredited,
                                             date_expire, document, comments.
                                          When user selects a contact or em entry, if person_id is blank, copy contact_id or em_id
     Pane 2 (Edit)                           value to person_id. Title = “Hazardous Materials Accredited Professional”
     Description                          Before saving, enforce date_expire > date_accredited

                                          Title/Name                                  Comments
     Process or Role                      Business Process Owner - Risk
     Task                                 Define Action Types
     Existing View                        No
     Summary                              Types of hazmat activity log action items
     View File                            ab-cb-def-activitytype.axvw
     Stock View Pattern                   Select-Edit form                            Copy ab-activitytype-edit.axvw
     Title                                Define Hazardous Material Action Types
     Pane 1 (Select)                      Show only activity_type = “HAZMAT*”            Select Pane
                                          For new or edit record, prefix “HAZMAT - “ to activity_type when saving, if not already
                                             there. Filter probtype select value with probtype.prob_class=‘CB-SUBST’. Rename
     Pane 2 (Edit)                           Action Type Problem Type to Action Type Substance.
     Description


                                          Title/Name                               Comments
     Process or Role                      Business Process Owner - Risk
     Task                                 Define Service Request Types
     Existing View                        No
     Summary                              Types of hazmat service requests
     View File                            ab-cb-def-probtype.axvw
     Stock View Pattern                   Select-Edit form                         Copy of ab-probtype-edit.axvw
     View Title                           Define Hazardous Material Service Request Types
     Tables                               probtype                                   Existing table, will add prob_class field
     Pane 1 (Select)                      Show only prob_class = ‘CB-ACTION’         Title = “Service Request Types”
                                          For new records, set prob_class=’CB-ACTION’ (hidden field).
                                          Fields (one column): Request Type (prob_type), Description, Comments.
     Pane 2 (Edit)                        Title = “Hazardous Material Service Request Type”.
     Description                          Record Hazmat specific problem types for service requests




Clean Building Functional Specification                                                                                   Page 29
     Environmental Project Manager
                                          Title/Name                                    Comments
     Process or Role                      Environmental Project Manager
     Task                                 Define Contacts
     Existing View                        Yes, Environmental & Risk Management-> Environmental Sustainability -> Business Process Owner
     Summary                              Inspectors and other accredited professionals are often contractors
     View File                            ab-ca-def-cont.axvw




                                          Title/Name                                     Comments
     Process or Role                      Environmental Project Manager
     Task                                 Define Employees
     Existing View                        Yes, Space Planning & Management--> Personnel & Occupancy -> Background Data
     Summary                              Service requests and assessment items are assigned to employees
     View File                            ab-sp-def-em.axvw




                                          Title/Name                                        Comments
     Process or Role                      Environmental Project Manager
     Task                                 Define Vendors
     Existing View                        Yes, Building Operations / Preventive Maintenance / Business Process Owner - Maintenance / Define Vendors
     Summary                              Inspectors and other accredited professionals are often contractors
     View File                            ab-vn-edit.axvw




                                  Title/Name                                 Comments
     Process or Role              Environmental Project Manager
     Task                         Define Projects
     Existing View                No
     Summary                      Perform Hazmat Management using projects
     View File                    ab-cb-def-prj.axvw
     Stock View Pattern           ab-ca-def-prj.axvw
                                  Use the same interface as stock view pattern, but filter project list by project_type =
     Description                     “ASSESSMENT – HAZMAT”.
     For new projects, set project_type = “ASSESSMENT – HAZMAT”. Also add required field prob_type to edit form,
     with title “Hazardous Substance”, make it a lookup into probtype.prob_type, filtered by probtype.prob_class = ’CB-
     SUBST’. Add the following fields after prob_type: Project Document, Site Code, Area Affected, Building Code,
     Employees Affected, Project Manager, Project Number, Project Summary (colspan).




Clean Building Functional Specification                                                                                                 Page 30
     Environmental Hazard Manager
     The Environmental Hazard Manager (EHM) is responsible for managing the day to day tasks and activities of a
     hazard assessment and abatement project. Similar to enterprise moves, these projects require tracking and
     organizing a great deal of data and activities/tasks. However, there is no well-defined process flow that is standard
     to such projects, therefore the goal of this activity is to give the user as many tools as possible to manage and
     execute the project using any desired business process flow. The tools provided in the EHM tasks are:

          1.     Projects - Tie all information, activities, and tasks to a standard project for ease of tracking and organizing.
                If an organization is licensed for the Web Central Project Management activity, they can take advantage of
                the activity to exercise greater management and control.

          2.    Communications Log – Track all communications regarding the project as whole or an individual hazard
                item.

          3.    Action Items – Create action items for the project as a whole or for individual hazard items. This can be
                used instead of Service Requests (if an organization is not licensed for Building Operations or does not
                wish to involve formal service requests in the Hazmat process). Action Items can also be complementary
                to Service Requests, they can be used to track some types of actions taken or actions requested that are not
                appropriate for service requests.

          4.    Service Requests - Create Maintenance (Help Desk) Service Requests for the project as a whole or for
                individual hazard items. This allows the user to fully leverage the Building Operations module if licensed.
                It is completely up to the user whether to use an Action Item or a Service Request for any desired
                activity/action. Action Items are self-managed and provide less features for process flow and reporting.

          5.    Hazard Assessment Items – This is where data about individual hazards is tracked, including the exact
                location, status, level of hazard, etc.

     The process flow tools above (Comm Log, Action Items, Service Requests) are completely optional, and some users
     will indeed not use them, those who only need or prefer to simply track the Hazard Items themselves, along with
     sampling and lab results, and leave the process flow outside the system. For others, the process flow tools are
     necessary and required. The 3 types of process flow tools can be used in any combination desired, the user can
     freely select none, all, or any 1or 2 tools.

     The EHM role is composed of two primary tasks:

     Manage Hazard Activity Items – This view is composed of 3 tabs to create and manage the 3 types of activity
     mentioned above, at the project level: Communications Log, Action Items, and Service Requests. The action items
     and service requests created here are for the project as a whole. The ones created in Manage Hazard Assessments
     are for individual assessment items. There is no connection between the two. For Action Items and Service
     Requests, the user can perform the following actions:

          1.    Generate Action Items or Service Requests – This is similar to Environmental Sustainability’s (ES)
                Generate Assessment Records, but with greater flexibility. It allows the manager to automatically generate
                orders (action items or service requests) on buildings, floors, and/or rooms that meet certain criteria, in
                order to inspect, assess, obtain an estimate, or any other user defined action. This can be used, for example,
                to generate orders to assess or inspect all buildings at a particular site that were built between a certain year
                span and with a certain construction type, because buildings matching those criteria might be more likely to
                contain a certain hazardous building material or substance (such as asbestos or lead-based paint).

                The user can generate one order per an entire building, or one per floor of each building, or one per room of
                each building. It is a self-managed process and different organizations have different requirements. Some
                may wish to track orders at a micro level and others at a macro level.



Clean Building Functional Specification                                                                                  Page 31
          2.    Generate Survey Items – This action allows the user to generate survey (assessment) items from selected
                Action Items or Service Requests. This can be used, for example, to take an order that was issued for an
                initial assessment of an area (such as a building), and generate hazard assessment items for every location
                type (floor, ceiling, etc.) of every room of that building. The assessment items are then ready for editing to
                add information such as inspection results, estimates, etc.

          3.    Show Survey Items – For the selected action items or service requests, display the assessment items that
                were generated from a “Generate Survey Items” action executed by the user. This allows the user to better
                manage information by tying, for example, assessment items to the inspection action item or service request
                that they were generated from.

          4.    Update Selections – Similar action to ES but with different fields. The action will set some fields (such as
                status, action type, date completed, etc.) on all selected action items to the values entered by the user in a
                form.

          5.    Assign Items To – Similar to ES, ability to bulk assign action items to assessors, inspectors, and abatement
                workers.

     Manage Hazard Assessments – This is the central task to the activity. It is where the user can manage and track all
     hazard assessment items and the related information for each, including: affected locations, samples, lab results,
     communications log, action items, and service requests. This task can be used independently, without the task above
     (Manage Hazard Activity Items), to manage and track hazard assessments and process flows. [Manage Hazard
     Activity Items] simply enhances further the process and project management capabilities by allowing Comm. Log,
     Action Items, and Service Requests to be defined at the project level and managed for any level, rather than just on a
     per individual assessment item basis. The action items and service requests created here are for individual
     assessment items. The ones created in Manage Hazard Assessments are for the project as a whole. There is no
     connection between the two.

     Due to the many different types of information that is tracked, this view is composed of many parts. The view is
     composed of the following tabs (4) and subtabs:

     Tab Name                         Subtab Name                Comments
     1. Assessments                                              Similar to ES view, list of assessment items. Also has a
                                                                 bottom panel to list samples for an assessment item.
     2. Add/Edit Assessment                                      Click Edit or Add New in Tab1 to switch to Subtab 2.1
                                      2.1 Assessment Details     Edit form for an assessment item, includes a bottom panel
                                                                 to view/add/edit affected rooms.
                                      2.2 Samples and Test       View/Add/Edit samples and lab test results for assessment
                                      Results                    item in Tab 2.1
     3. Assessment Activity                                      Track activity for assessment item in Tab 2.1
                                      3.1 Communications Log     Add/Edit Comm. Log entries specific to one assessment
                                                                 item
                                      3.2 Action Items           Add/Edit Action Items specific to one assessment item
                                      3.3 Service Requests       Add/Edit Service Requests specific to one assessment item
     4. Assessment History                                       Show all related assessments (items) made before or after
                                                                 the selected assessment item in Tab 2.1. In order to track
                                                                 this history, user must utilize the ‘Copy Selections’ action
                                                                 to create copies of assessment items to another project for a
                                                                 re-assessment.

     For Assessment Items, the user can perform the following actions:

          1.    Generate Assessment Items – This is similar to the Generate Action Items or Service Requests above. It
                allows the manager to do the same thing, but generate assessment items instead. This is useful when an
                organization prefers to bypass the process flow features of action items and service requests, just generate

Clean Building Functional Specification                                                                                Page 32
                the assessment items directly, and use them as “action items” to give to a field assessor, much like ES.

          2.    Add Activity – This action allows the user to generate bulk Comm. Log, Action Item, and Service Request
                records for selected assessment items. Although the user can create these records one by one for an
                individual assessment item using the subtabs in Tab 3 above, this is useful when the same Comm. Log,
                Action Item, or Service Request needs to be created for multiple assessment items.

          3.    Copy Selections – Copy selected Assessment Items to another project. This action must be used in order to
                create a tracking history of assessment items for the same hazard instance. Most fields in the assessment
                item record is copied, but not the samples, lab results, or activity items.

          4.    Update Selections – Similar action to ES but with different fields. The action will set some fields (such as
                Hazard Rank, Response, etc.) on all selected assessment items to the values entered by the user in a form.

          5.    Assign Items To – Similar to ES, ability to bulk assign assessment items to assessors, inspectors, and
                abatement workers.

     The Field Assessor and Abatement Worker roles have essentially the same views as above, except for filtering to
     only items assigned to the logged in user and removing some actions (such as some generate actions).

     In all views and filters in entire activity, the Assessed By field always has a Select Value on em, and Assigned To
     and Abatement Worker have a Select Value on cb_hcm_accredit.

     Regarding implementation, the activity_log table holds hazard assessment items, action items, and service requests.
     They are distinguished as follows:

     Hazard Assessment Items: activity_type = “ASSESSMENT – HAZMAT”
     Hazard Action Items: activity_type like “HAZMAT - %”
     Service Desk Requests: activity_type = “SERVICE DESK – MAINTENANCE”

     In activity_log, Assessment Items are located in/on a building, a floor, or a room. Within the building, floor, or
     room, the location is specified further using a location type (floor, ceiling, wall, etc.) and location description. The
     location type can be divided into different sections, called Homogeneous Areas (HA), by an inspector based on
     color, texture, etc., and each HA is assigned an ID, which further specifies the location of a specific assessment item.
     Samples are taken on different spots along an HA, and the exact sampling spot on the HA is recorded in each sample
     record.




Clean Building Functional Specification                                                                              Page 33
                                          Title/Name                              Comments
     Process or Role                      Environmental Hazard Manager
     Task                                 Manage Hazard Activity Items            ES = Environmental Sustainability
     Existing View                        No
     Summary                              Manage Action Items, Activity Log, and Service requests to perform estimates,
                                             inspections, abatement, etc.
     View File                            ab-cb-activity-items.axvw
     Stock View Pattern                   ab-ca-mng-ca-itms.axvw (add tabs)       Manage Assessment Items
     Title                                Manage Hazardous Materials Activity Items
     Left Pane (Select)                   Permanent filter: project_type = “ASSESSMENT – HAZMAT”. Add the field
                                             “Substance” (prob_type). Remove Add New button.

     TABS
     Add the following tabs on the right side of the view, below view title: Communications Log, Action Items, Service
     Requests. Where applicable, all lists and select value windows, on a table that contains a project_id FK and/or a
     prob_type FK, always have a permanent restriction of (project_id = project_id of selected project) and/or (prob_type =
     prob_type of selected project or IS NULL), in addition to any other permanent restrictions specified. Example: for select
     value windows for background tables that have a prob_type FK, filter the select value by (prob_type=project.prob_type
     or prob_type IS NULL).
     Tabs have free navigation. For all views with activity_log date fields, enforce that request date <= completed date <=
     verified date <= closed date. Only check the dates that are actually in the view.

     Tab 1                                Communications Log. Two Panels, North (20%), Center. North panel has filter, Center
                                          panel has grid from table ls_comm.
     Tab 1 North Panel (Filter)
     3 columns (multiple select). Fields: Comm Type, Date of Comm ( From:, To: ), Priority, Recorded By, Contact Code,
     Hazard ID, Action Item ID, Category.

     Hazard ID brings up select value on activity_log, showing same list as Center panel in Tab 1 of Manage Hazard
     Assessments task. Filter list to those assessments (activity_type = “ASSESSMENT – HAZMAT”) that have at least one
     communications log entry and activity_log.project_id = project_id of selected project.

     Action Item ID brings up select value on activity_log, showing same list as North panel in Tab 3 Subtab 2 of Manage
     Hazard Assessments task. Filter list to those Action items (activity_type like ‘HAZMAT - %’) that have at least one
     communications log entry. Also only show Action items where assessment_id is null and activity_log.project_id =
     project_id of selected project.

     Hazard ID and Action Item ID are used to filter Action Item ID field in ls_comm.

     Category is a drop down list: All, Project Only, Hazard Item Only. Project Only filters list to only Comm Log items
     where Action Item ID is null OR Action Item referenced by Action Item ID is NOT a hazard assessment (activity_type
     <> “ASSESSMENT – HAZMAT”). Hazard Item Only filters list to only Comm Log items where Action Item ID is not
     null AND the Action Item referenced is a hazard assessment (activity_type = “ASSESSMENT – HAZMAT”)
     Tab 1                            Same as North Panel of Tab 3 Subtab 1 of Manage Hazard Assessments task.
     Center Panel (List)              Differences: Show Action Item ID field after Summary field. Click Add New button to
                                      show form in popup window. Title = “Communications Log”
     Action: Add New
     Same as Center Panel of Tab 3 Subtab 1 of Manage Hazard Assessments task, except show in popup window (title =
        “Add/Edit Communication”). Differences: Ignore the following sentence: “For new records, activity_log_id=
        activity_log_id of assessment item in Tab 2, Subtab 1”.
     Do not hide Action Item ID field. Action Item ID select value shows all activity_log items for the selected project, with
        restriction activity_type like ‘HAZMAT - %’, same fields as North panel in Tab 3 Subtab 2 of Manage Hazard
        Assessments.



Clean Building Functional Specification                                                                              Page 34
     Tab 2                        Action Items (View in tab similar to ab-ca-mng-ca-itms, with changes described below).
                                  Two Panels, North (30%), Center. North panel has filter, Center panel has grid from table
                                  activity_log.
     North Panel (Filter)         Make all select values multi-select.
     3 columns. Fields: Site Code, Action Type, assessed_by, Building Code, Status, assigned_to, Floor Code, Problem
        Type, abate_by, Room Code, Priority, Category, Hazard ID, Date Requested (From:, To:)

     Hazard ID brings up select value on activity_log, showing same list as Center panel in Tab 1 of Manage Hazard
     Assessments task. Filter list to those assessments that have at least one action item and activity_log.project_id =
     project_id of selected project.

     Category is a drop down list: All, Project Only, Hazard Item Only. Project Only filters list to only Action Items where
        assessment_id is NULL. Hazard Item Only filters list to only Action Items where assessment_id is NOT NULL.

     Filter Action Type select value with activity_type like ‘HAZMAT - %’.

     Change “Generate Asssessment Records” button to “Generate Action Items”
     Action: Generate Action Items
     Show a form similar to ES, but with following fields (3 columns, * = required):

     *Site Code, Year Built (bl)(From, To)
     Building Code, Year of Rehab (bl)(From, To)
     Floor Code, Construction Type (bl), Building Use (bl)
     Room Code, Division (rm), Department (rm),
     Room Category (rm), Room Type (rm), Last Assessed (Months)

     Generate Records For:           Buildings (radio button)
                                     Floors (radio button)
                                     Rooms (radio button)
     Location of Material            cb_hcm_loc_typ.hcm_loc_typ_id

     Default Values: (3 columns)
     *Action Title, *Action Type, Problem Type, Priority, Assigned To (cb_hcm_accredit select value), Assessed By (em
     select value), Abatement Worker (cb_hcm_accredit select value), Date Required, Description

     Make all select values multi-select, except for those in Default Values section.

     The Default Values are the values to set certain fields to in all generated Action Items.

     Last Assessed is a virtual integer field representing months, which matches any buildings, floors, or rooms with a hazmat
     assessment record where (today() - date_assessed) in months >= Last Assessed.

     Location of Material: Look up on cb_hcm_loc_typ, to choose which locations to include in generated Action Items.
     The selected locations are recorded for the generated action items in the cb_hcm_loc_typ_chk table.

     The bl/fl/rm radio buttons specify the level to generate Action Items for. If a lower level is selected in filter (Blg, Flr,
     Rm) than what is selected in radio buttons, show error message “Values in Filter do not match selection in [Generate
     Records For] section”. For example, if user selects some floors or rooms, but selects Buildings radio button, show error.

     When user clicks Generate button, a popup window shows “This action will generate nnn new Action Item records, Are
     You Sure?”, where nnn is the number of records that will be generated. If user clicks Yes, generate the records (call
     generateActionItemRecords WFR), and refreshes the grid. If user clicks No, returns to the Generate Records window.

     For each generated item, Add Substance and Location Types to Description field, delimited with <hazardinfo> tags:
     <hazardinfo>
     THIS SECTION IS AUTOMATICALLY UPDATED
Clean Building Functional Specification                                                                              Page 35
     Hazardous Substance: [project.prob_type]
     Location Types: [Comma separated list]
     </hazardinfo>
     Center Panel (List)
     Table: activity_log. Title: Project Action Items. Similar to ab-ca-mng-ca-itms.axvw, but with following changes:

     Remove Create Service Request button icon in grid rows.

     Remove PDA button. Change “Paginated Report” to “DOC”.

     Add “Generate Survey Items” panel button. Add “Copy As New” (after Add New) panel button. Change “Assign Items
       to Assessor” to “Assign Selections”, which shows submenu “Assign to Assessor”, “Assign to Inspector/Worker”.
       Add “Show Survey Items” button.

     Permanent restriction: activity_type like “HAZMAT - %”.

     Show the following fields [Sort by Date Requested (Desc), Building, Floor, Room]:
     <Edit> button, Action Item ID, Action Title, Action Type, Problem Type, Date Requested, Status, Priority, Site,
       Building, Floor, Room, Survey Items (calculated), Assigned To, Assessed By, Abatement Worker, Date Required,
       Date Completed, Date Verified, Date Closed, Description

     Survey Items is the count of assessment items generated from the action item. This is the count of activity_log records
     where activity_type = “ASSESSMENT – HAZMAT” and copied_from = activity_log_id of action item.
     Center Panel Actions:
     Action: Edit or Add New
     Edit or Add New actions bring up Action Item form in popup window, same as Tab 3, Subtab 2, Center Panel (Form) in
        Manage Hazard Assessments, but add another tab, called “Locations”. For new records, the Locations tab is enabled
        only after user clicks Save to create Action Item.

     The Locations tab has a view similar to teams-cb-define-work-order-rooms-window.axvw. Change “Rooms” to
       “Locations” and “Work Order” to “Action Item”.
     The table for the view is cb_hcm_places. The form has the following fields in single column: Building Code, Floor
       Code, Room Code, Comments. Building Code and Floor Code are set from the Building Code and Floor Code in the
       Basic Info tab of Action Item. Add Site Code to the grid as first field.

     Also, in first tab of form, add a virtual text field under Problem Location, called “Hazard Location Types”. The field has
        a multi-select select value on cb_hcm_loc_typ. When record is saved, place the selected location types in
        cb_hcm_loc_typ_chk table. If it is too cumbersome or too much custom code to have this virtual field in the form,
        can change design to put this on separate tab, similar to Locations tab.

     Add/Update Substance, Location Types, and Locations to Description field, delimited with <hazardinfo> tags:
     <hazardinfo>
     THIS SECTION IS AUTOMATICALLY UPDATED
     Hazardous Substance: [project.prob_type]
     Location Types: [Comma separated list]
     Locations: [Comma separated List of bl-fl-rm from cb_hcm_places]
     </hazardinfo>
     Action: Generate Survey Items
     Shows Generate Records form:

     Generate Records For:           One to One (radio button)
                                     Buildings (radio button)
                                     Floors (radio button)
                                     Rooms (radio button)
     Location of Material            cb_hcm_loc_typ.hcm_loc_typ_id, multi-select

Clean Building Functional Specification                                                                            Page 36
     Default Values: (2 columns)
     Assessed By (em select value), Abatement Reason, Assigned To (cb_hcm_accredit select value), Pending Action,
     Abatement Worker (cb_hcm_accredit select value) , Hazard Status

     The Default Values are the values to set certain fields to in all generated Survey Items.

     If Location of Material is blank, use the locations in cb_hcm_loc_typ_chk for each action item to generate survey items
     (see below). If Location of Material is not blank, use it instead of each action item’s cb_hcm_loc_typ_chk entries. If
     both Location of Material and cb_hcm_loc_typ_chk(for action item being processed) are empty, then generate survey
     items as described below without using any Location Of Material or cb_hcm_loc_typ_chk as a multiplier, just set
     Location Of Material to null in each survey item.

     Radio buttons specify the lowest level to expand Action Items into survey items. For example, if Rooms is selected, then
     if an Action Item contains only a building, a survey item will be created for every room and every location type
     (cb_hcm_loc_typ_chk) of the building. If Floors is selected then a survey item will be created for every floor and every
     location type (cb_hcm_loc_typ_chk) of the building. If the Action Item is already for a lower level than selected (i.e.
     user selected floors and an Action Item contains a room), then generate one survey item for every location type
     (cb_hcm_loc_typ_chk) for the one level (floor or room) of that request. The One to One selection specifies that only one
     assessment item will be generated from each selected action item. So, an action item for a building will generate only
     one assessment item for that building, an action item for a floor will generate only one assessment item for that floor, etc.

     For generated Survey Items:
     Set copied_from to activity_log_id of parent Action Item.
     Set prob_type of survey items to project.prob_type.
     Set assessment_id to activity_log_id of survey item.

     Records will also be generated for the contents of cb_hcm_places. Items will be generated via WFR
     (generateSurveyRecordsFromActions).

     After items are generated, show them in a popup window (same list as Tab1, Center Panel in Manage Hazard
     Assessments, except remove Samples button). Click Edit button to show Assessment Item edit form in popup window,
     same as Tab 2, Subtab 1 in Manage Hazard Assessments, except remove Save and Add New button.

     Action: Show Survey Items
     Pop up window shows the list of survey items generated by selected Action Item records. List is same as popup window
        in Generate Survey Items above. The filter to show them is where copied_from is in list of selected action items IDs
        and activity_type = ‘ASSESSMENT – HAZMAT‘
     Click Edit button to show Assessment Item edit form, same as in Generate Survey Items above.
     Action: Copy As New
     Create copies of the selected Action Items. Copy the following fields: Site, Building, Floor, Room, Action Type,
        Project, assessment_id, Problem Type, Assigned To, Assessed By, Abate By. Set Date Requested to current date.
     Also copy entries in cb_hcm_loc_typ_chk table. Set copied_from to activity_log_id of copied Action Item.
     Show new Action Items in popup list (same as Center Panel list above with Edit buttons).
     Action: Update Selections        Same functionality and form as EnvironSust, but with following fields: Status, Action
                                         Type, prob_type, Date Completed, Date Verified, Date Closed. Call
                                         updateActionItems WFR.
     Action: Assign Items to          Same as ES (Environmental Sustainability)
     Assessor
     Action: Assign Items to          Same as Tab 1, Center Panel of Manage Hazard Assessments.
     Inspector/Worker
     Action: DOC                      Generates landscape paginated report similar to the one in ES
     Parent with fields (grid): Project Name, Building Code, Floor Code, Site Code, Project Status, Assigned To, Substance.
        Child is activity_log with 3-column fields:
     Action Item ID, Room Code, Action Title, Status, Priority, Action Type, Date Requested, Requested By, Problem

Clean Building Functional Specification                                                                              Page 37
         Type, Date Required, Requestor Phone, Assessed By,            Date Completed, Date Verified, Abatement Worker,
         Description (colspan)

     Tab 3                                Service Requests (View in tab similar to ab-ca-mng-ca-itms, with changes described
                                          below). Two Panels, North (30%), Center. North panel has filter, Center panel has grid
                                          from table activity_log. Tab is disabled if activity parameter bldg_ops = No or license
                                          check for Building Ops activity is false (perform license check the same way as Green
                                          Building does for Energy Mgmt).
     North Panel (Filter)
     3 columns. Fields: Site Code, Problem Type, assessed_bySupervisor (3031819), Building Code, Status,
        assigned_toWork Team Id (3031819), Floor Code, Problem Type, abate_by, Room Code, Priority, Category, Hazard
        ID, Date Requested (From:, To:)

     Make all select values multi-select.

     Category is a drop down list: All, Project Only, Hazard Item Only. Project Only filters list to only Action Items where
        assessment_id is NULL. Hazard Item Only filters list to only Action Items where assessment_id is NOT NULL.

     Hazard ID brings up select value on activity_log, showing same list as Center panel in Tab 1 of Manage Hazard
     Assessments task. Filter list to those assessments that have at least one service request and activity_log.project_id =
     project_id of selected project.

     Filter Problem Type to prob_class=’CB-ACTION’

     Change “Generate Asssessment Records” button to “Generate Requests”
     Action: Generate Requests
     Show a form similar to ES, but with following fields (3 columns, * = required):

     *Site Code, Year Built (bl)(From, To)
     Building Code, Year of Rehab (bl)(From, To)
     Floor Code, Construction Type (bl), Building Use (bl)
     Room Code, Division (rm), Department (rm),
     Room Category (rm), Room Type (rm), Last Assessed (Months)

     Generate Records For:           Buildings (radio button)
                                     Floors (radio button)
                                     Rooms (radio button)
     Location of Material            cb_hcm_loc_typ.hcm_loc_typ_id

     Default Values: (3 columns)
     *Problem Type (Filter to prob_class=’CB-ACTION’), *Requested By, *Priority, Request Type (static text showing
     SERVICE DESK – MAINTENANCE, just like in SvcReq form), Requestor Phone, “Specific date required” checkbox,
     *Description (colspan=2) , Date Required

     The Priority field is read-only with a fixed value of 1 (“default”). The “Specific date required” checkbox works like in
     SvcReq form: Date Required is initially disabled, and checking the checkbox enables Date Required.

     Make all select values multi-select, except for those in Default Values section.

     The Default Values are the values to set certain fields to in all generated Request Items. Populate Request By and
     Requestor Phone automatically with info of logged in user, same way as the standard service request form does it.

     Last Assessed is a virtual integer field representing months, which matches any buildings, floors, or rooms with a hazmat
     assessment record where (today() - date_assessed) in months >= Last Assessed.


Clean Building Functional Specification                                                                               Page 38
     Location of Material: Look up on cb_hcm_loc_typ, to choose which locations to include in generated Request Items.
     The selected locations are recorded for the generated request items in the cb_hcm_loc_typ_chk table.

     The bl/fl/rm radio buttons specify the level to generate Request Items for. If a lower level is selected in filter (Blg, Flr,
     Rm) than what is selected in radio buttons, show error message “Values in Filter do not match selection in [Generate
     Records For] section”. For example, if user selects some floors or rooms, but selects Buildings radio button, show error.

     When user clicks Generate button, a popup window shows “This action will generate nnn new Service Requests, Are
     You Sure?”, where nnn is the number of records that will be generated. If user clicks Yes, generate the records (call
     generateSvcReqRecords WFR) , refresh the center panel grid, and closes the Generate Records window. If user clicks
     No, returns to the Generate Records window.

     For each generated item, Add Substance and Location Types to Description field, delimited with <hazardinfo> tags:
     <hazardinfo>
     THIS SECTION IS AUTOMATICALLY UPDATED
     Hazardous Substance: [project.prob_type]
     Location Types: [Comma separated list]
     </hazardinfo>
     Center Panel (List)             Sort by Date Requested (Desc), Building, Floor, Room
     Table: activity_log. Title: Project Service Requests. Similar to ab-ca-mng-ca-itms.axvw, but with following changes:

     Remove Create Service Request button icon in grid rows. Rename Edit button to View. Add grid row button “Copy”
       after View button.

     Remove PDA button. Change “Paginated Report” to “DOC”. Remove “Update Selections” button. Remove “Delete
       Selection” button.

     Add “Generate Survey Items” panel button. Remove “Assign Items to Assessor” button. Add “Show Survey Items”
       panel button.

     Permanent restriction: activity_type = “SERVICE DESK – MAINTENANCE”.

     Show the following fields:
     <View> button, <Copy> button, Service Request ID, Problem Type, Date Requested, Status, Priority, Building, Floor,
       Room, Survey Items (calculated), Assigned To, Assessed By, Date Required, Date Completed, Date Verified, Date
       Closed, Description

     Survey Items is the count of assessment items generated from the service request. This is the count of activity_log
     records where activity_type = “ASSESSMENT – HAZMAT” and copied_from = activity_log_id of request item.
     Center Panel Actions:
     Action: View                    Click view to show popup window with same view as ab-helpdesk-request-view.axvw
     Action: Add New
     Add New action shows a pop-up window:
     Title: Hazard Location Information for Service Request
     Layout: North, Southwest, Southeast
     Information bar for north panel: Enter information regarding hazard locations and problem type, then click Next Step to
     display the “Create Service Request” form.

       Form panel, title = “Hazard Location”, Buttons: Next Step, Cancel. Fields:
       Building Code *Site Code
       Floor Code        *Problem Type (filter to prob_class=’CB-ACTION’)
       Room Code         Location of Material (cb_hcm_loc_typ, multi-select)
       Grid panel, title = Add/Edit Locations for Service     Form panel, title=Add/Edit Location. Panel
       Request. Panel buttons: Add New. Actions: Click buttons: Save, Delete, Cancel. Fields:
       row to load in right panel. Fields:                    *Building Code

Clean Building Functional Specification                                                                               Page 39
       Building Code, Floor Code, Room Code                    Floor Code
                                                               Room Code
                                                               Site Code is hidden and set to Site Code
                                                               from above panel.

     When user clicks Next Step, display standard service request form, pass to it the site, bl, fl, rm, and problem type set
     above, and put the location of material and the list from the southwest panel into the Description field, as described
     below:

     Add/Update Substance, Location Types, and Locations to Description field, delimited with <hazardinfo> tags:
     <hazardinfo>
     THIS SECTION IS AUTOMATICALLY UPDATED
     Hazardous Substance: [project.prob_type]
     Location Types: [Location of Material field in form]
     Locations: [Comma separated List of bl_id-fl_id-rm_id from cb_hcm_places]
     </hazardinfo>

     After service request is generated, if possible, use the activity_log_id of service request to store the selections from
     Location of Material in cb_hcm_loc_typ_chk, and the list of places from the southwest grid in cb_hcm_places.
     Action: Generate Survey Items
     Shows Generate Records form:

     Generate Records For:           One to One (radio button)
                                     Buildings (radio button)
                                     Floors (radio button)
                                     Rooms (radio button)
     Location of Material            cb_hcm_loc_typ.hcm_loc_typ_id, multi-select

     Default Values: (2 columns)
     Assessed By (em select value), Abatement Reason, Assigned To (cb_hcm_accredit select value), Pending Action,
     Abatement Worker (cb_hcm_accredit select value), Hazard Status

     The Default Values are the values to set certain fields to in all generated Survey Items.

     If Location of Material is blank, use the locations in cb_hcm_loc_typ_chk for each service request to generate survey
     items (see below). If Location of Material is not blank, use it instead of each service request’s cb_hcm_loc_typ_chk
     entries. If both Location of Material and cb_hcm_loc_typ_chk(for service request being processed) are empty, then
     generate survey items as described below without using any Location Of Material or cb_hcm_loc_typ_chk as a
     multiplier, just set Location Of Material to null in each survey item.

     Radio buttons specify the lowest level to expand Request Items into survey items. For example, if rooms is selected, then
     if a Request Item contains only a building, a survey item will be created for every room and every location type
     (cb_hcm_loc_typ_chk) of the building. If floors are selected then a survey item will be created for every floor and every
     location type (cb_hcm_loc_typ_chk) of the building. If the Request Item is already for a lower level than selected (i.e.
     user selected floors and an Request Item contains a room), then generate one survey item for every location type
     (cb_hcm_loc_typ_chk) for the one level (floor or room) of that request. The One to One selection specifies that only one
     assessment item will be generated from each selected service request. So, a service request for a building will generate
     only one assessment item for that building, a service request for a floor will generate only one assessment item for that
     floor, etc.

     For generated Survey Items:
     Set copied_from to activity_log_id of parent Request Item.
     Set prob_type of survey items to project.prob_type.
     Set assessment_id to activity_log_id of survey item.

     Records will also be generated for the contents of cb_hcm_places. Items will be generated via WFR
Clean Building Functional Specification                                                                               Page 40
     (generateSurveyRecordsFromSvcReqs).

     After items are generated, show them in a popup window (same list as Tab1, Center Panel in Manage Hazard
     Assessments, except remove Samples button). Click Edit button to show Assessment Item edit form in popup window,
     same as Tab 2, Subtab 1 in Manage Hazard Assessments, except remove Save and Add New button.
     Action: Show Survey Items
     Pop up window shows the list of survey items generated by selected Request Item records. List is same as popup
        window in Generate Survey Items above. The filter to show them is where copied_from is in list of selected request
        items and activity_type = ‘ASSESSMENT – HAZMAT‘.
     Click Edit button to show Assessment Item edit form, same as in Generate Survey Items above.
     Action: Copy
     Create copy of Request Item. Copy the following fields: Site, Building, Floor, Room, Project, assessment_id.
     Also copy entries in cb_hcm_loc_typ_chk and cb_hcm_places tables. Set copied_from to activity_log_id of copied
        Request Item.
     Show new Service Request form in popup, same as “Add New” actions above.
     Action: DOC                      Generates landscape paginated report similar to the one in ES
     Parent with fields (grid): Project Name, Building Code, Floor Code, Site Code, Project Status, Assigned To, Substance.
        Child is activity_log with 3-column fields:
     Service Request ID, Room Code, Problem Type, Status, Priority, Requested By, Date Requested, Date Required,
        Requestor Phone, Date Completed, Date Verified, Date Closed, Description (colspan)




Clean Building Functional Specification                                                                         Page 41
     Environmental Sustainability view, ab-ca-mng-ca-itms.axvw. Similar structure will be used by Manage Activity Items and Manage Hazard Assessments.




Clean Building Functional Specification                                                                     Page 42
     Environmental Sustainability, Create Service Request view. Similar structure will be used for Service Requests by
     Manage Activity Items and Manage Hazard Assessments.




Clean Building Functional Specification                                                                         Page 43
     View Service Request (ab-helpdesk-request-view.axvw, Building Ops->On Demand Work->Client->View Service
     Request. Click Select button.)




Clean Building Functional Specification                                                               Page 44
                                          Title/Name                                Comments
     Process or Role                      Environmental Hazard Manager
     Task                                 Manage Hazard Assessments                 ES = Environmental Sustainability
     Existing View                        No
     Summary                              Hazmat assessment/survey items, this is the main view where All Hazards survey and
                                             related data is recorded
     View File                            ab-cb-assess-items.axvw
     Stock View Pattern                   ab-ca-mng-ca-itms.axvw (add tabs)         Manage Assessment Items
     Title                                Manage Hazardous Material Assessment Items
     Left Pane (Select)                   Permanent filter: project_type = “ASSESSMENT – HAZMAT”. Add the field
                                             “Substance” (prob_type). Remove Add New button.

     TABS
     Add the following tabs on the right side of the view, below view title: Assessments, Add/Edit Assessment, Assessment
     Activity, Assessment History. Where applicable, all lists and select value windows on a table that contains a
     project_id FK and/or a prob_type FK always have a permanent restriction of (project_id = project_id of selected
     project) and/or (prob_type = prob_type of selected project or IS NULL), in addition to any other permanent
     restrictions specified. Example: for select value windows for background tables that have a prob_type FK, filter the
     select value by (prob_type=project.prob_type or prob_type IS NULL).
     Tab Navigation: Only Tab 1 is enabled initially when view loads or new filter is applied. When Edit or Samples
     buttons are clicked in Tab 1, all the other tabs are enabled and then it becomes free navigation. When Add New button
     is clicked in Tab 1, only Tab 2, Subtab 1 is enabled, until record is saved, then all other tabs are enabled and it
     becomes free navigation.

     Tab 1                        Assessments (View in tab is similar to right side of ab-ca-mng-ca-itms, with changes
                                  described below). 3 Panels, North (30%), Center(50%), South (20%)
     North Panel (Filter)         Same as ab-ca-mng-ca-itms.axvw filter, but change the fields to (4 columns, multi-select):
                                  Site Code, Material Code (Material), Contains Hazard?, Hazard Rank
                                  Building Code, Hazard Status (Status), Material Condition (Condition) , Hazard Rating
                                  Floor Code, Friable?, Pending Action, Hazard Response,
                                  Room Code, Location Of Material (Location), Date Assessed (From, To)
     Action: Generate Assessment Items
     Show a form similar to ES, but with following fields (3 columns):
     *Site Code, Year Built (bl)(From, To)
     Building Code, Year of Rehab (bl)(From, To)
     Floor Code, Construction Type (bl), Building Use (bl)
     Room Code, Division (rm), Department (rm),
     Room Category (rm), Room Type (rm), Last Assessed (Months)

     Generate Records For:           Buildings (radio button)
                                     Floors (radio button)
                                     Rooms (radio button)
     *Location of Material           cb_hcm_loc_typ.hcm_loc_typ_id

     Make all select values multi-select (* = required)

     Last Assessed is a virtual integer field representing months, which matches any buildings, floors, or rooms with a
     hazmat assessment record where (today() - date_assessed) in months >= Last Assessed.

     The radio buttons specify the level to generate Assessment Items for. If Buildings, generate assessment items only for
     buildings, etc. If a lower level is selected in filter (Blg, Flr, Rm) than what is selected in radio buttons, show error
     message “Values in Filter do not match selection in [Generate Records For] section”. For example, if user selects
     some floors or rooms, but selects Buildings radio button, show error.


Clean Building Functional Specification                                                                                Page 45
     When user clicks Generate button, a popup window shows “This action will generate nnn new assessment records, Are
     You Sure?”, where nnn is the number of records that will be generated. If user clicks Yes, generate the records (call
     generateAssessmentRecords WFR), refresh the center panel grid, and closes the Generate Records window. If user
     clicks No, returns to the Generate Records window.
     In WFR, set assessment_id = activity_log_id and prob_type = project.prob_type for each generated record.

     Center Panel (List)        Title: Hazard Assessment Items
     Table: activity_log. Same as ab-ca-mng-ca-itms.axvw, but with following changes:

     Replace PDA panel button with “Add Activity” button, when clicked shows submenu with 3 items: Communications
       Log, Action Item, Service Request (this last item is disabled if activity parameter bldg_ops = No or license check
       for Building Ops activity is false).

     Add panel button “Copy Selections” (after Add New). Change “Paginated Report” to “DOC”. DOC button generates
        landscape paginated report similar to the one in ES: Parent with fields (grid): Project Name, Building Code, Floor
        Code, Site Code, Status, Assessed By, Substance. Child is activity_log with 4-column fields:
     Room Code, Location of Material, Material Code, Homogenous Area ID,
     Contains Hazardous Substance? (title=“ Hazardous?”), Hazard Status, Material Condition (title=”Condition”),
        Friable?,
     Samples (calculated), Material Description, Material Quantity (title=Quantity), Hazard Units (title=”Units”) ,
     Number of Pipes, Number of Fittings, Assigned To, Abate By,
     Pending Action, Hazard Response, Hazard Rank, Hazard Rating,
     Action Item ID (title=”Item ID”), Date Assessed, Date Inspected, Date Abated,
     Location Notes (colspan=2), Material Notes(colspan=2)

     Replace button <Assign Items to Assessor> with a single button <Assign Selections>, which when clicked shows
       submenu containing 2 entries:
     <Assign to Assessor>, <Assign to Inspector/Worker>.

     Change strings “Selected” and “Selection” in Delete and Update buttons to “Selections”.

     After Edit button in grid, add grid row button “Samples”. Remove the Service Request icon button.

     Permanent restriction: activity_type = “ASSESSMENT – HAZMAT”.

     Show the following fields instead of the ones in ab-ca-mng-ca-itms.axvw:
     Action Item ID (title=”Item ID”), Date Assessed, Contains Hazardous Substance? (title=“Contains Hazard?”), Hazard
     Status (Status), Samples (calculated, clickable to refresh south panel), Site Code, Building Code, Floor Code, Room
     Code, Location of Material, Material Code, Homogenous Area ID, Material Condition (title=”Condition”), Friable?,
     Material Description, Material Quantity (title=Quantity), Hazard Units (title=”Units”) , Substance, Assigned To,
     Assessed By, Pending Action, Hazard Response, Hazard Rank, Hazard Rating, cost_estimated, cost_est_cap,
     cost_actual, cost_act_cap.

     Samples column is calculated by count of FK records in cb_samples.

     Sort by Date Assessed (Desc), Site, Building, Floor, Room, Location of Material, Homogenous Area ID
     Center Panel Actions:
     Action: Edit or Add New Switch to Tab 2, Subtab 1 and load new or current record.
     Action: Add Activity->Communications Log
     If single assessment item selected, show Add Log form in popup with new record. The Add Log form is copy of ab-
     proj-commlog-add.axvw, but make project name read-only, and in details tab, hide Action Item ID field. Also set
     Action Item ID field to Action ID of selected assessment item. Add Save and Add New and Copy As New panel
     buttons.
     If multiple assessment items selected, show same form and generate one log per assessment item.
     Call generateCommLogRecsFromAssessments WFR

Clean Building Functional Specification                                                                          Page 46
     Action: Add Activity->Action Item
     If single assessment item selected, show Edit Task form in popup with new record. The Edit Task form is copy of
     form in ab-proj-add-or-edit-actions-mc.axvw, with the following changes:

     Add 2 tabs: Basic Information, Duration and Cost. In the first tab:
     Move Action Item ID to first row, remove Work Breakdown Structure Code. Add Assigned To, Assessed By, Abate
     By in 2nd column below Action Item ID.

     Remove the following fields: Work Package, Project Phase, Equipment Code, Primary Trade Required, Approved By,
     Requestor Type. Move Date Required to section specified below.

     Similar to Service Request form, below Description, add Priority (as normal first column, no special layout), and on
     right side, instead of SLA info, add “Specific date and time required” checkbox, Date Required, and Time Required, as
     normal second column, no special layout.

     Add Save and Add New and Copy As New panel buttons when only a single item selected. Copy As New does not
     copy the documents.

     Copy [site, building, floor, room, assessed_by, assigned_to, abate_by, repair_type, cause_type] from assessment item.
     Fill in Created By with logged in user.

     Filter prob_type select value to prob_class= ‘CB-ACTION’.

     Change panel buttons to: Save and Add New, Copy As New, Save, Delete, Cancel.

     Move all duration and cost fields to the 2nd tab, plus add cost_act_cap and cost_actual fields.

     When saving, set assessment_id of action item to activity_log_id of assessment item.
     Action Type select value window has permanent restriction: activity_type like “HAZMAT - %”

     If multiple items selected, show same form but disable site, building, floor, room fields and make sure they are blank.
     Change panel title to “Create Action Items for Assessment Items”. Generate one action item per selected assessment
     item, copying [site, building, floor, room, assessed_by, assigned_to, abate_by, repair_type, cause_type] from each
     assessment item to each action item. Only copy assessed_by, assigned_to, abate_by if user left it blank in the form,
     otherwise use the form value for all generated records.
     Calls generateActionRecsFromAssessments WFR
     Action: Add Activity->Service Request
     If single item selected, show the Problem Type select value window filtered to prob_class=’CB-ACTION’, then show
     the standard service request form, pass to it the selected problem type, as well as the rest of the fields from the hazard
     item (like in ES and CA): site, building, floor, room. Also generate and pass to it the Description field as described
     below.

     If multiple items selected, show same form as the Default Values panel for the Generate Requests form from Manage
     Hazard Activity (Tab 3), with same panel buttons, but rename “Generate” button to “Create Requests”. Panel title is
     “Create Requests for Selected Hazard Items”. Create one request for each selected assessment item using the values in
     the form and the values in each selected assessment item (like in ES and CA): site, building, floor, room. Also
     generate Description field as described below and append to value entered by user in form.

     For single or multiple, set assessment_id of new service request(s) to activity_log_id of corresponding assessment
     item.

     For each service request, append to Description field a copy of the following fields from the corresponding assessment
     item, delimited with <hazardinfo> tags. Omit field if it is null. Use the format “Field Name: Field Value”, one per
     line:

     <hazardinfo>
Clean Building Functional Specification                                                                              Page 47
     THIS SECTION IS AUTOMATICALLY UPDATED
     Hazardous Substance, Location of Material, Homogeneous Area ID, Location Detail , Latitude, Longitude, Location
     Notes, Hazard Status (Status), Material Code, Quantity, Material Description, Units, Contains Hazardous Substance?
     (title: Hazardous?), Number of Pipes, Friability, Number of Fittings, Hazard Rank, Classification I, Classification II,
     Classification III, Hazard Rating, Hazard Condition, Condition Value, Hazard Response, Recommended Action,
     Abatement Reason, Labeled?

     Also add Affected Locations from cb_hcm_places for Assessment Item:
     Affected Locations: [Comma separated List of bl_id-fl_id-rm_id]
     </hazardinfo>

     If information in the Assessment Item changes after request is created, there is no easy way to update the Description
     field in the request, so that will have to be a Documentation issue.

     Calls generateServiceRecsFromAssessments WFR
     Action: Copy Selections
     Display popup form with 3 fields: project_id, assessed_by, assigned_to. All are initially empty. Panel title is “Copy
        Selections to Another Project”. Panel buttons are “Create Copies” and “Cancel”.

     When user clicks Create Copies, create one new assessment item for each selected assessment item, setting the 3 fields
        in form to the value in form, and setting assessment_id of new items to assessment_id of source item. Copy all
        fields from Add/Edit Assessment (tab 2, subtab 1), EXCEPT FOR:
     project_id, assessed_by, assigned_to, copied_from, document management fields, cost fields, date fields, condition,
        hazard status, abatement worker.
     Do not copy entries in samples or lab results tables.
     Calls copyAssessmentItems WFR
     Action: Update Selections
     Brings up form similar to ES, but change Sustainability to Condition Priority and add: Hazard Rank, Hazard Rating,
     Hazard Response, Material Condition, Hazard Status (Status), Material Classification I, II, and III, Date Assessed,
     Date Inspected, Date Abated. Make the layout 2 column. Calls updateAssessmentItems WFR.
     Assign to Assessor            Same as ES.
     Action: Assign to Inspector/Worker
     Pops up a form with two fields, Inspector (assigned_to) and Abatement Worker. Next to each field is a select value
        button on cb_accredit_person. The select value window shows person_id, accredit_typ_id, accredit_src_id,
        date_accredited, date_expire. Filter select value on prob_type = prob_type of project or prob_type is null.
     Window has two panel buttons, Save and Cancel. Window title is “Select an Inspector and/or Abatement Worker”.
        When click Save, set assigned_to and hcm_abate_by of every selected assessment record to values in form (unless
        value in form is blank).
     Calls assignItemsToInspectorWorker WFR.
     Action: Samples               Switch to Tab 2, Subtab 2 and load samples for current record.
     Action: Click Samples         Refresh Pane 3 grid with samples for selected record.

     South Panel (List)          Title:Hazard Samples
     Same as Tab 2, Subtab 2, North Panel
     South Panel Actions:
     Action: Edit
     Show popup window with Center, Southwest, and Southeast panels. Panels are same as Center, Southwest, and
        Southeast panels in Tab 2, Subtab 2 below.
     Action: Add New             Show popup window above with new sample record.

     Tab 2                                Add/Edit Assessment. Has 2 subtabs: Assessment Details, Samples and Test Results
     Tab 2, Subtab 1                      Assessment Details. Three panels, North (70%), Center (split into West and East). North
                                          panel has edit form on activity_log table. Center panel is split into two panels, West and
                                          East. West has grid list on cb_hcm_places, East has edit form for West grid items.
     Tab 2, Subtab 1                      Title: Add/Edit Assessment. Panel buttons: Save and Add New, Copy As New, Save,
Clean Building Functional Specification                                                                                   Page 48
     North Panel (Form)         Delete, Cancel. Delete (if answer Yes to confirm) and Cancel switches back to Tab 1.
     Similar to teams-cb-acm-define.axvw (see screenshot below). Has the following fields in two-column format:

     Project Name (read only), Initial Assessment ID (assessment_id),
     Insert a heading row, title in bold: Location Information
     Site (required, copy from project for new records), Floor,
     Building (copy from projects for new records), Room,
     Location of Material, Homogeneous Area ID,
     Location Detail ,Location Drawing,
     Latitude, Longitude,
     Location Photo, Location Document (doc2),
     Location Notes (colspan),

     Insert a heading row, title in bold: Survey Information
     Date Assessed, Date Inspected (date_review)
     Date Abated (date_installed), Date Closed
     Assessed By, Condition Priority,
     Inspector/Assigned To, Abatement Worker,
     Inspector Certificate # (read only), Expiration Date (read-only) [join assigned_to to cb_accredit_person]
     Worker Certificate # (read only), Expiration Date (read-only) [join abate_by to cb_accredit_person]

     Insert a heading row, title in bold: Hazard Information
     Substance (prob_type, required and lookup filtered to prob_class=‘CB-SUBST’. For new records, copy project.
     prob_type),
     Hazard Status (Status), Material Code, Quantity, Material Description, Units, Contains Hazardous Substance?,
     Number of Pipes, Friability, Number of Fittings, Hazard Rank, Classification I, Hazard Rating, Classification II,
     Hazard Condition, Classification III, Condition Value, Pending Action, Hazard Response, Recommended Action,
     Abatement Reason, Labeled?, Material Photo, Material Document (doc4), Material Notes(colspan),

     Insert a heading row, title in bold: Dates and Costs
     Date Required, Date Started, Date Verified, Date Completed,
     cost_estimated, cost_actual, cost_est_cap, cost_act_cap.

     Refresh the right middle and bottom grids in Tab 1 when click Save and Add New, Save, or Delete.
     North Panel Actions:
     Action: Save                Saves current record. For new records, set assessment_id = activity_log_id of saved item.
     Action: Copy As New         Create copy of assessment item and show new record. Copy all fields in edit form above
                                     except for assessment_id and document management fields.
     Action: Save and Add        Saves current record. For new records, set assessment_id = activity_log_id of saved item.
     New                             Shows form with new empty record.
     Tab 2, Subtab 1             Title: “Rooms Affected by Hazard”. “Add New” panel button. Fields from table
     Center West Panel           cb_hcm_places: Building Code, Floor Code, Room Code, Comments. Click Add New or
     (List)                      click on a row to show edit form in East panel with new or existing record.
     Tab 2, Subtab 1             Title: “Add/Edit Affected Room”. Edit Form has [Copy As New, Save and Add New,
     Center East Panel           Save, Delete] buttons, and shows all fields from cb_hcm_places in single row format.
     (Form)                      Building Code is read-only (for new records, set to bl_id in related activity_log record in
                                 North panel)
     Tab 2, Subtab 2             Samples and Test Results. Four panels, North (25%), Center (50%), South (split into
                                 West and East). North panel has grid from table cb_samples. Center Panel has edit form.
                                 South panel has lab results grid and edit form. Add information band showing parent
                                 assessment item info (item id, building, floor, room, location of material, material code)
     Tab 2, Subtab 2             Title: Material Samples. Table: cb_samples. This view is same as list panel in existing
     North Panel (List)          TEAMS view, teams-cb-acm-define-samples.axvw (see screenshot below).
                                 Remove Close Window button. Remove Lab Results button and add “Edit” button as the
                                 first column in grid. Move # Lab Results to 2nd column in grid (after Edit button). Add

Clean Building Functional Specification                                                                           Page 49
                                          Sample Type field after Sample Location.

                                          Click Edit button to load Center panel form, and load lab results in SouthWest panel.
     Tab 2, Subtab 2                      Title: “Add/Edit Material Sample”. Table: cb_samples. This view is same as form panel
     Center Panel (Form)                  in existing TEAMS view, teams-cb-acm-define-samples.axvw (see screenshot below, add
                                          sample_type field). Add Panel buttons (before existing ones): Copy As New, Save and
                                          Add New. Enforce analysis date >= date received >= date collected.
                                          Refresh the right middle and bottom grids in Tab 1 when click Save and Add New, Save,
                                          or Delete.
     Tab 2, Subtab 2                      Title: Material Sample Lab Results. Table: cb_sample_result. This view is essentially
     SouthWest Panel (List)               same as list panel of existing TEAMS view, teams-cb-acm-define-results-window.axvw
                                          (see screenshot below). Add is_hazard and CAS Number (from sample composition) to
                                          grid after Composition field. Remove Close Window button.
     Tab 2, Subtab 2                      Title: “Add/Edit Lab Result”. This view is essentially same as form panel of existing
     SouthEast Panel (Form)               TEAMS view, teams-cb-acm-define-results-window.axvw (see screenshot below). Add
                                          Panel buttons (before existing ones): Copy As New, Save and Add New. Form fields are
                                          (2 column): Composition, CAS Number (read-only), Qualifier, Is Hazard? (read-only),
                                          Result, Sample Code (read-only), Result 2, Sample Prefix (read-only), Units.
                                          Refresh the right middle and bottom grids in Tab 1 when click Save and Add New, Save,
                                          or Delete.

     Tab 3                                Assessment Activity. Has 3 subtabs: Communications Log, Action Items, Service
                                          Requests. Each subtab has 2 panels (list, form). Although there is limited vertical space,
                                          the form panel is added (instead of edit buttons in grid with popup windows) because
                                          there shouldn’t be many entries in the grid corresponding to a single assessment item.
     Tab 3, Subtab 1                      Communications Log. Two panels, North (40%), Center. North panel has grid from
     Select-Edit                          table ls_comm. Center Panel has edit form. Add information band showing parent
                                          assessment item info (item id, building, floor, room, location of material, material code)
     Tab 3, Subtab 1                      Title: Assessment Item Communications Log. Panel buttons: Add New, DOC, XLS.
     North Panel (List)                   Permanent restriction: ls_comm.activity_log_id= activity_log_id of assessment item in
                                          Tab 2, Subtab 1. This view is similar to: ab-proj-my-commlogs.axvw.
                                          Field List: <Details> button, Comm Log Code, Date of Comm, Time of Comm, Comm
                                          Type, Priority, Summary, Recorded By, Document, Contact Code.

                                          Details, DOC, and XLS buttons have same function as in ab-proj-my-commlogs.axvw.
                                          Click Add New button to show form in center panel.
     Tab 3, Subtab 1                      The form is copy of ab-proj-commlog-add.axvw, but make project name read-only, and in
     Center Panel (Form)                  details tab, hide Action Item ID field. Add Save and Add New and Copy As New panel
                                          buttons.
                                          Title: “Add/Edit Communication”. For new records, activity_log_id= activity_log_id of
                                          assessment item in Tab 2, Subtab 1.
     Tab 3, Subtab 2                      Action Items. Two panels, North(20%), Center. North panel has grid from table
     Console Select-Edit                  activity_log. Center Panel has edit form. Add information band showing parent
                                          assessment item info (item id, building, floor, room, location of material, material code)
     Tab 3, Subtab 2                      Title: Assessment Action Items. Panel buttons: Add New, DOC, XLS.
     North Panel (List)                   Permanent restriction: activity_type like “HAZMAT - %” and assessment_id =
                                          activity_log_id of assessment item in Tab 2, Subtab 1.
                                          Field List: <Edit> button, Action Item ID, Action Title, Action Type, Problem Type,
                                          Date Requested, Status, Priority, Assigned To, Date Required, Date Completed, Date
                                          Verified, Date Closed, Description.
                                          Click Edit button to show record in Center panel form.
                                          DOC button outputs landscape paginated report, parent-child-child. The parent-child is
                                          same as from assessments list panel in Tab 1. The last child is same as child band in
                                          paginated report for Action Items in Manage Hazard Activity.
     Tab 3, Subtab 2                      Title: “Add/Edit Assessment Action Item”. Show the same view as described in Add

Clean Building Functional Specification                                                                                    Page 50
     Center Panel (Form)                  Activity->Action Item action for Center panel in Tab 1. Add the following fields in first
                                          tab (below Date required and Date to Perform): Date Started, Date Completed, Date
                                          Verified, Date Closed.
     Tab 3, Subtab 3                      Service Requests. One list panel. Panel has grid from table activity_log. Add
     Select-Edit                          information band showing parent assessment item info (item id, building, floor, room,
                                          location of material, material code).
                                          Tab is disabled if activity parameter bldg_ops = No or license check for Building Ops
                                          activity is false.
     Tab 3, Subtab 3                      Title: Assessment Service Requests. Panel buttons: Add New, DOC, XLS.
     North Panel (List)                   Permanent restriction: activity_type = “SERVICE DESK – MAINTENANCE” and
                                          assessment_id = activity_log_id of assessment item in Tab 2, Subtab 1.
                                          <View> button, Service Request ID, Problem Type, Date Requested, Status, Priority,
                                          Assigned To, Requested By, Date Required, Date Completed, Date Verified, Date Closed,
                                          Description.

                                          Click view to show popup window with same view as ab-helpdesk-request-view.axvw.
                                          DOC button outputs landscape paginated report, parent-child-child. The parent-child is
                                          same as from assessments list panel in Tab 1. The last child is same as child band in
                                          paginated report for Service Requests in Manage Hazard Activity.
     Tab 3, Subtab 3                      Same function as in Add Activity->Service Request action for Center panel in Tab 1.
     Action: Add New                      Follow same spec described for the scenario when a single assessment item is selected.

     Tab 4                                Assessment History. Two panels, North (25%) and Center. North panel has grid from
     (Select-Edit View)                   table activity_log. Center Panel has form in report format. Add information band
                                          showing parent assessment item info (item id, building, floor, room, location of material,
                                          material code)
     Tab 4                                Title: Hazard Assessment History.
     North Panel (List)                   Permanent restriction: activity_type = “ASSESSMENT - HAZMAT” and assessment_id =
                                          assessment_id of assessment item in Tab 2, Subtab 1.
                                          Show same fields as Center panel of Tab 1, except replace all buttons and icons with a
                                          single button, View. Click on View button to refresh South Panel with selected record.
                                          Sort by Date Assessed (desc).
     Tab 4                                Title: “View Previous Hazard Assessment Item”. Show same form as Tab 2, Subtab 1,
     South Panel (Report)                 but in report read-only format.




Clean Building Functional Specification                                                                                   Page 51
     TEAMS “Survey Item” form. From teams-cb-acm-define.axvw, Survey & Sampling Data->Asbestos Survey.




Clean Building Functional Specification                                                              Page 52
     TEAMS “Add/Edit Samples” form. From teams-cb-acm-define-samples.axvw.




Clean Building Functional Specification                                      Page 53
     TEAMS “Add/Edit Laboratory Results” form. From teams-cb-acm-define-results-window.axvw.




Clean Building Functional Specification                                                        Page 54
                                          Title/Name                                      Comments
     Process or Role                      Environmental Hazard Manager
     Task                                 View Location by Geography
     Existing View                        No
     Summary                              View essential location data that may be used for decision support on which areas to
                                             include in projects. This is also data that may be needed by a hazmat assessor,
                                             inspector or abatement worker to take into the field.
     View File                            ab-cb-rpt-loc.axvw
     Stock View Pattern                   ab-sp-def-loc-rm.axvw                           Define Locations
     Title                                View Building, Floor, and Room Data
     Filter                               4 columns: Country, Site, Project, Year Built From, Region, Building, Construction
                                             Type, Year Built To, State, Floor, Building Use, Year of Rehab From, City, Room,
                                             <empty>, Year of Rehab To. All Select values allow multiple selections. If a project
                                             is selected, use it to filter bl, fl, rm by whether it exists in activity_log records for the
                                             project. If no project selected, do not use activity_log.
     Panel 1                              Tree, same as ab-sp-def-loc-rm.axvw
     Panel 2                              Similar to ab-sp-def-loc-rm.axvw, remove Site. In each tab, show a 2-column report for
                                             selected record, with fields as shown in Fig. 1 (for Building tab) [add Number of
                                             Rooms, Date Rehab, Ext. Gross Area, Ext. Wall Area, remove Building photo and
                                             graphic fields (3031742)], and Fig. 3 (for Floor tab) [add Number of Rooms, Ext.
                                             Gross Area and Ext. Wall Area]. For the Room tab, use the same layout as ab-sp-def-
                                             loc-rm.axvw, but put in report form and add Employee Headcount, Room Use, Room
                                             Telephone, Room Extension, Perimeter, Occupiable Common Area, Room Common
                                             Area, Total Common Area (3031882). Remove Prorate field.

                                          Add DOC button to each tab, which outputs same 2-column report, but display the
                                            building photo image (3031840). If possible, in the paginated report for building,
                                            replace graphic and photo fields with the actual images if they exist.
     Description


                                          Title/Name                                   Comments
     Process or Role                      Environmental Hazard Manager
     Task                                 View Locations List
     Existing View                        No
     Summary                              View essential location data that may be used for decision support on which areas to
                                             include in projects. This is also data that may be needed by a hazmat assessor,
                                             inspector or abatement worker to take into the field.
     View File                            ab-cb-rpt-locs.axvw
     Stock View Pattern                   Console-Report                               Two Panels, North (30%) and Center
     Title                                View Data for Buildings, Floors, and Rooms
     North Panel (Filter)                 Same as View Location by Geography above.
     Center Panel
     5 Tabs: Buildings, Floors by Building, Rooms by Building, Floors, Rooms. Add DOC button in each tab. Also add
        XLS button in Tabs 1, 4, 5. The grid in each tab has a standard Totals row.
     Panel titles are same as tab titles.

     Buildings Tab 1: Grid report showing similar fields as in Building tab of View Location by Geography report above.
       Fields are Building Code, Building Name, Address (Calculated field = “address1 city, state zip”), Site Code,
       Building Contact, Contact Phone, Building Use, Date Built, Date Rehab, Construction Type, Building Occupancy,
       Number of Floors, Number of Rooms (Calculated), Int. Gross Area, Employee Headcount, Total Room Area, Ext.
       Gross Area, Ext. Wall Area. Click a building to activate Tabs 2 and 3, and switch to Tab 2. DOC button outputs
       same paginated report as shown in Fig. 1Building tab of View Location by Geography above.

     Floors by Bldg Tab 2: North and Center Panels. North Panel shows 2-column building report (same as in View
Clean Building Functional Specification                                                                                          Page 55
         Location by Geography building tab), for the building record selected in tab 1. Center Panel shows grid report on
         floors for the building record selected in tab 1. Fields are Building Code, Floor Code, Floor Name, Employee
         Headcount, Number of Rooms [Calculated], Int. Gross Area, Ext. Gross Area, Ext. Wall Area, Usable Area, Total
         Room Area, Total Occup. Area. DOC button outputs paginated report shown in Fig. 2, but with building and floor
         fields as specified for this tab.

     Rooms by Blg Tab 3: North, Center, and South Panels. North Panel shows 3-column building report (for the building
       record selected in tab 1) with fields: Site Code, Building Code, Building Name, Address 1, Address 2, City, State,
       Postal Code, Building Contact, Contact Phone, Date Built, Date Rehab, Building Use, Construction Type, Building
       Occupancy, Int. Gross Area. Employee Headcount.
       Center Panel shows same floors grid as in Tab 2 center panel, for the building record selected in tab 1. South Panel
       shows rooms grid (for the floor record selected in center panel) with fields: Building Code, Floor Code, Room
       Code, Room Name, Room Area, Occupiable?, Category, Type, Use, Division, Dept, Employee Headcount,
       Employee Capacity, Room Phone, Room Extension, Perimeter, Occupiable Common Area, Room Common Area,
       Total Common Area. Clicking on a floor filters the rooms grid. DOC button outputs paginated report as shown in
       Fig. 4 (in landscape), but with fields from this Tab and Rooms in 4-column format. (3031841)

     Floors Tab 4: Show grid report on floors (same as in Tab 2 center panel). This report is only restricted by filter panel,
        NOT by building selected in tab 1. DOC button outputs paginated report as shown in Fig. 3, but with fields from
        this Tab.

     Rooms Tab 5: Show grid report on rooms (same as in Tab 3 south panel). This report is only restricted by filter panel,
     NOT by building selected in tab 1. DOC and PDF buttons (3031846) outputs same report as Tab 3, but without floors
     level, just building as parent and rooms as child.( 3031841). shown in Fig. 5 (in landscape), but with fields from this
     Tab.




Clean Building Functional Specification                                                                             Page 56
                                          Figure 1 – Sample format for buildings paginated report




Clean Building Functional Specification                                                             Page 57
                                    Figure 2 – Sample format for floors by building paginated report




Clean Building Functional Specification                                                                Page 58
                                          Figure 3 – Sample format for floors paginated report




Clean Building Functional Specification                                                          Page 59
                                    Figure 4 – Sample format for rooms by building paginated report




Clean Building Functional Specification                                                               Page 60
     Figure 5 – Sample format for room list paginated report




Clean Building Functional Specification                        Page 61
                                          Title/Name                                Comments
     Process or Role                      Environmental Hazard Manager
     Task                                 View Assessments by Location
     Existing View                        No
     Summary                              View hazmat, samples, and lab results of previous hazmat surveys
     View File                            ab-cb-rpt-assess-loc.axvw
     Stock View Pattern                   ab-cb-rpt-loc.axvw
     Title                                View Hazard Assessments by Location
     Filter                               4 columns (multiple select):
                                          Site Code, Substance, Contains Hazard?, Hazard Rank
                                          Building Code, Hazard Status (Status), Material Condition (Condition) , Hazard Rating
                                          Floor Code, Friable?, Pending Action, Hazard Response,
                                          Project, Location Of Material (Location), Date Assessed (From, To)
     Panel 1 (Select)                     Same as ab-cb-rpt-loc.axvw.
     Panel 2
     No tabs, 3 subpanels (North, Center, South).

     North panel has a grid list report of all hazard assessments for selected bl, fl, or rm. Title = “Hazard Assessments”.
       Grid fields are:
     <View> button, <Samples> button, Material Code, Material Description, Material Quantity (title=Quantity), Hazard
       Units (title=”Units”), Location of Material, Substance, Contains Hazardous Substance? (title=“Contains Hazard?”),
       Material Condition (title=”Condition”), Friable?, Hazard Response, Hazard Rank, Hazard Rating, Hazard Status
       (Status), Date Assessed.

     View button shows assessment item form (Tab 2 Subtab 1 in Manage Assessments) in report (read-only) format in
        popup window.

     Samples button refreshes the Center panel with the samples for selected Assessment.

     Center Panel has a grid list report of Samples, same fields as Tab 2 Subtab 2 North Panel in Manage Assessments.
       Rename Edit button “View” and add “Lab” button. Click Lab button to refresh South Panel. Click View button to
       show Sample form (Tab 2 Subtab 2 Center Panel in Manage Assessments) in report (read-only) format in popup
       window. Title = “Hazard Samples”.

     South Panel has a grid list report of Lab Results for selected sample, same fields as Tab 2 Subtab 2 SouthWest Panel in
       Manage Assessments. Title = “Sample Lab Results”.

     Add DOC buttons to North panel, which output the same paginated report described in Hazard Assessments Summary
     report for the Assessments tab.
     Description




Clean Building Functional Specification                                                                                 Page 62
                                          Figure 6 –Paginated Report Format from TEAMS activity




Clean Building Functional Specification                                                           Page 63
     Field Assessor
                                 Title/Name                                   Comments
     Process or Role             Field Assessor
     Task                        Manage My Hazard Activity Items
     Existing View               No
                                 Manage Action Items, Activity Log, and Service requests to perform estimates,
                                    inspections, abatement, etc. Only display items assigned to user and only actions
     Summary                        appropriate for this role.
     View File                   ab-cb-my-activity-items.axvw
     Stock View Pattern          ab-cb-activity-items.axvw                 Manage Hazard Activity Items
     Title                       Manage My Hazardous Materials Activity Items
     Description                 Same as Environmental Hazard Manager-> Manage Hazard Activity Items, Changes:
          1. Only show projects with Action Items or Service Requests where Assigned To, Assessed By, Supervisor, or
             Abate By is the logged in user. For Service Requests, also check if logged in user belongs to work_team_id.
          2. Only show Action Items and Service Requests where Assigned To, Assessed By, Supervisor, or Abate By is
             the logged in user. For Service Requests, also check if logged in user belongs to work_team_id.
          3. Remove “Generate Action Items” and “Generate Requests” buttons.
          4. Remove “Deleted Selected” and “Assign Selections” buttons.
          5. For the Update Selections form, remove Action Type, prob_type, Date Closed.
          6. In Action Item form, make read-only: Assigned To, Assessed By, Abate By, Date Closed.


                                          Title/Name                          Comments
     Process or Role                      Field Assessor
     Task                                 Manage My Hazard Assessment Items
     Existing View                        No
Clean Building Functional Specification                                                                        Page 64
     Summary                     Hazmat survey, this is the main view where All Hazards survey data is recorded
     View File                   ab-cb-my-assess-items.axvw
     Stock View Pattern          ab-cb-assess-items.axvw                     Manage Hazard Assessments
     Title                       Manage My Hazardous Material Assessment Items
     Description                 Same as Environmental Hazard Manager-> Manage Hazard Assessments, Changes:
          1. Only show projects with Hazard Assessment Items where Assigned To, Assessed By, Supervisor, or Abate
             By is the logged in user. For Service Requests, also check if logged in user belongs to work_team_id.
          2. Only show Hazard Assessment Items where Assigned To, Assessed By, Supervisor, or Abate By is the
             logged in user. For Service Requests, also check if logged in user belongs to work_team_id.
          3. Remove “Generate Assessment Items” button.
          4. Remove “Deleted Selected”, “Assign Selections”, and “Copy Selections” buttons.
          5. In Tab 2, Subtab 1 form, make the following read-only: Date Closed, Assessed By, Inspector/Assigned To,
             Abatement Worker.
          6. In Action Item form, make read-only: Assigned To , Assessed By, Abate By, Date Closed.
          7. Only show Action Items and Service Requests where Assigned To, Assessed By, Supervisor, or Abate By is
             the logged in user. For Service Requests, also check if logged in user belongs to work_team_id.




Clean Building Functional Specification                                                                     Page 65
                                          Title/Name                                   Comments
     Process or Role                      Field Assessor
     Task                                 View Location by Geography
     Existing View                        No
     Summary                              View essential location data that may be used for decision support on which areas to
                                          include in projects. This is also data that may be needed by a hazmat assessor, inspector
                                          or abatement worker to take into the field.
     View File                            ab-cb-rpt-my-loc.axvw
     Stock View Pattern                   ab-cb-rpt-loc.axvw                           Env Manager -> View Location by Geography
     Title                                View My Building, Floor, and Room Data
     Description                          Same as ab-cb-rpt-loc.axvw, but make Project field in filter Required. Only show records
                                          where bl_id = activity_log.bl_id for at least one item whose activity_log.project_id =
                                          selected project.


                                          Title/Name                                   Comments
     Process or Role                      Field Assessor
     Task                                 View Locations List
     Existing View                        No
     Summary                              View essential location data that may be used for decision support on which areas to
                                          include in projects. This is also data that may be needed by a hazmat assessor, inspector
                                          or abatement worker to take into the field.
     View File                            ab-cb-rpt-my-locs.axvw
     Stock View Pattern                   Console-Report                               Two Panels, North (30%) and Center
     Title                                View Data for My Buildings, Floors, and Rooms
     Description                          Same as ab-cb-rpt-loc.axvw, but make Project field in filter Required. Only show records
                                          where bl_id = activity_log.bl_id for at least one item whose activity_log.project_id =
                                          selected project.




Clean Building Functional Specification                                                                                  Page 66
     Abatement Worker
                                Title/Name                                   Comments
     Process or Role            Abatement Worker
     Task                       Manage My Abatement Requests
     Existing View              No
                                Manage Action Items, Activity Log, and Service requests to perform abatements. Only
     Summary                       display Assessment items assigned to user and only actions appropriate for this role
     View File                  ab-cb-my-abate-reqs.axvw
     Stock View Pattern         ab-cb-activity-items.axvw                   Manage My Hazard Activity Items
     Title                      Manage My Hazardous Materials Abatement Requests
     Description                Same as Field Assessor-> Manage My Hazard Activity Items, Changes:
          1. Remove “Generate Survey Items” button.
          2. In Action Item form, also make read-only all cost fields, and Date Verified, Date Closed.
          3. For the Update Selections form, also remove Date Verified.

                                 Title/Name                                Comments
     Process or Role             Abatement Worker
     Task                        Manage My Hazard Abatement Items
     Existing View               No
     Summary                     Hazmat survey, this is the main view where All Hazards survey data is recorded
     View File                   ab-cb-my-abate-items.axvw
     Stock View Pattern          ab-cb-my-assess-items.axvw                Manage My Hazard Assessments
     Title                       Manage My Hazardous Materials Abatement Items
     Description                 Same as Field Assessor-> Manage My Hazard Assessments, Changes:
          1. Remove “Update Selections” button.
          2. In Tab 2, Subtab 1 form, make the following additional fields read-only: Date Assessed, Date Inspected,
             Substance, all fields in “Dates and Costs” section.
          3. In Action Item form (Tab 3 Subtab 2), also make Date Verified read-only




Clean Building Functional Specification                                                                         Page 67
     Operational Reports
                                          Title/Name                                Comments
     Process or Role                      Operational Reports
     Task                                 Hazard Assessments Summary
     Existing View                        No
     Summary                              Summary report by project, substance, building, floor, room
     View File                            ab-cb-rpt-summary.axvw
     Stock View Pattern                                                              Similar to ab-es-by-prj.axvw and ab-es-bl-ca-sum.axvw
     Title                                Hazardous Materials Summary
     Panel 1 (Select)                     Only show projects with project_type = “ASSESSMENT – HAZMAT”. Add the field
                                          “Substance” (prob_type)
     Panel 2 (Filter)                     4 columns (multiple select):
                                          Region, Substance, Contains Hazard?, Hazard Rank
                                          Site, Hazard Status (Status), Material Condition (Condition) , Hazard Rating
                                          Building, Friable?, Location Of Material (Location), Hazard Response
                                          Floor, Room, Date Assessed (From, To)
     Panel 3 (List)                       Add tabs: Substance, Project, Site, Building, Building By Substance, Floor, Room,
                                          Assessments. Panel titles same as tab titles, but append “Summary” to all except last tab.

                                          Each tab has DOC, XLS, DOC-Details panel buttons, except Assessments which only as
                                          DOC and XLS buttons. The DOC and XLS buttons output the grid in the view with same
                                          fields in the view. For DOC, print the restriction. In Assessments tab, the DOC button
                                          prints parent-child-child paginated report (assessments, samples, lab results). The layout
                                          for assessments and samples is as described below for DOC-Details button. For Lab
                                          Results, print a grid with same fields as Tab 2 Subtab 2 SouthWest Panel in Manage
                                          Assessments.

                                          DOC-Details button prints a parent-child-child paginated report similar to the one in ab-
                                          es-by-prj.axvw. The parent table and fields is described for each tab. Each report always
                                          has two child tables, assessments and then samples. Assessments table fields (3 columns):
                                          Item ID, Project, Substance,
                                          Site, Date Assessed, Hazard Status (“Status”)
                                          Building, Material Code, Material Condition (“Condition”)
                                          Floor, Material Description , Rank
                                          Room, Quantity, Rating
                                          Location of Material (“Location”), Units, Response
                                          Location Detail, Hazardous?, Cost-Est Baseline
                                          Homogenous Area ID, Friable? , Cost-Actual
                                          # Pipes, # Fittings, Pending Action
                                          Classification I, Classification II, Classification III
                                          Abatement Reason, Labeled?, Recommended Action
                                          Assessed By, Assigned To, Abate By
                                          Date Inspected, Date Abated, Date Closed
                                          The rest below span all 3 columns:
                                          Location Notes, Location Drawing, Location Photo, Location Document, Materials Notes,
                                          Material Photo, Material Document

                                          Samples table is a grid with fields: Date Collected, Analysis Requested, Sample Code,
                                          Sample Prefix, Sample Description, Date Received, Analysis Date, Analyst, Sample
                                          Location, Location Number, Lab Name, Lab Log Number, Requested By
     Description
     Substance tab summary fields: Substance, Total, Hazardous, Active, Abated, Sites, Buildings, Floors, Rooms, Cost-
     Est Baseline, Cost-Actual. DOC-Details Paginated Report parent format is grid, with same fields as tab grid.

     Project tab summary fields: Project, Total, Hazardous, Active, Abated, Sites, Buildings, Floors, Rooms, Cost-Est

Clean Building Functional Specification                                                                                           Page 68
     Baseline, Cost-Actual. DOC-Details Paginated Report parent format is 3 column, with same fields as tab grid, plus
     add Project Status, Project Contact, Date Start, Date End, Description (colspan).


     Site tab summary fields: Site, Total, Hazardous, Active, Abated, Floors, Rooms, Cost-Est Baseline, Cost-Actual.
     DOC-Details Paginated Report parent format is grid, with same fields as tab grid.

     Building tab summary fields: Site, Building, Total, Hazardous, Active, Abated, Floors, Rooms, Cost-Est Baseline,
     Cost-Actual. DOC-Details Paginated Report parent format is as shown in Figure 1, plus add the summary fields in the
     tab grid.

     Building by Substance tab summary fields: Site, Building, Substance, Total, Hazardous , Active, Abated, Floors,
     Rooms, Cost-Est Baseline, Cost-Actual. DOC-Details Paginated Report parent format is as shown in Figure 1, plus
     add Substance and the summary fields in the tab grid.

     Floor tab summary fields: Site, Building, Floor, Total, Hazardous, Active, Abated, Rooms, Cost-Est Baseline, Cost-
     Actual. DOC-Details Paginated Report parent format is as shown in Figure 3, plus add summary fields in the tab grid.

     Room tab summary fields: Site, Building, Floor, Room, Total, Hazardous, Active, Abated, Cost-Est Baseline, Cost-
     Actual. DOC-Details Paginated Report parent format is 3 column, with fields: Building, Category, Division, Floor,
     Type, Department, Room, Standard, Headcount, Room Area, Occupiable?. Add summary fields in the tab grid.

     Assessments tab fields: <View>, Item ID, Project, Substance, Site, Building, Floor, Room, Location of Material
     (Location), Homogenous Area ID, Material Code, Hazardous?, Hazard Status (Status), Friable?, Quantity (Title Qty),
     Units, Material Description, Condition, Date Assessed, Rank, Rating, Response, Samples, Cost-Est Baseline, Cost-
     Actual.
     <View> button displays pop-up window with same view as Tab 2 of Manage Hazard Assessments, but all forms are
     read-only, and change grid buttons from “Edit” to “View”.

     Total is the count of hazard assessments. Hazardous is the count of hazard assessments where hcm_is_hazard<>’No’.

     Active is the count where hcm_is_hazard=’Yes’ or ‘Presumed’.

     Abated is the count where hcm_is_hazard=’All Abated’.

     Sites/Buildings/Floors/Rooms is the count of distinct site, bl, fl, rm involved.

     Cost-Est Baseline = cost_est_cap+cost_estimated. Cost-Actual = cost_actual+cost_act_cap.

     Clicking an entry on any tab will switch to the next tab. A selection in any tab builds a restriction that will restrict all
     other tabs to the right of it. For example, selecting a project in the Project tab restricts the substances, buildings,
     floors, rooms, and items to only those for that project. Selecting a building restricts the floors, rooms, and items to
     only those for that building, while keeping any project or substance restriction previously set. Click totals line in a tab
     to remove restriction for that tab.

     A bar below the tab titles will show the current restrictions set, similar to ab-es-bl-ca-sum.axvw.

                                          Title/Name                                Comments
     Process or Role                      Operational Reports
     Task                                 Hazard Location Drilldown
     Existing View                        No
     Summary                              View hazmat, samples, and lab results of hazmat surveys via a location drilldown tree
     View File                            ab-cb-rpt-drilldown.axvw
     Stock View Pattern                                                             Similar to ab-es-by-prj.axvw
     Title                                Hazard Assessments by Location Drilldown

Clean Building Functional Specification                                                                                   Page 69
                                          Only show projects with project_type = “ASSESSMENT – HAZMAT”. Ability to select
     Panel 1 (Select)                     multiple or all projects. Show Substance field (prob_type).
                                          4 columns (multiple select):
                                          Country, Substance, Contains Hazard?, Hazard Rank
                                          Region, Hazard Status (Status), Material Condition (Condition) , Hazard Rating
                                          State, Friable?, Location Of Material (Location), Hazard Response
     Panel 2 (Filter)                     City, Site, Date Assessed (From, To)
                                          Multiple tabs: Country, Region, State, City, Site, Building, Floor, Room, Assessments.
                                          Panel titles same as tab titles, but append “Summary” to all except last tab. Each tab has
                                          DOC, XLS, DOC-Details panel buttons, except Assessments which only as DOC and
                                          XLS buttons. Buttons have same function as in Hazardous Materials Summary report
     Panel 3                              above.
     Description
     Show summary in each tab with summary fields: Total, Active, Abated, Sites, Buildings, Floors, Rooms, Cost-Est,
     Cost-Actual.

     Country tab shows Country Code as first field. Region tab shows Country Code, Region Code. State tab shows
     Country Code, State Code. City Tab shows Country Code, State Code, City Code. Site Tab shows Country Code,
     Site Code (no Site count field). Building tab shows Country Code, Site Code, Building Code (no Site or Building
     count fields). Floor tab shows Site Code, Building Code, Floor Code (no Site, Building, Floor count fields). Room
     tab shows Site Code, Building Code, Floor Code, Room Code (no Site, Building, Floor, Room count fields).

     Assessments tab fields: <View>,Project, Substance, Site, Building, Floor, Room, Location of Material (Location),
     Material Code, Hazardous?, Hazard Status (Status), Friable?, Qty, Units, Description, Condition, Date Assessed,
     Rank, Rating, Response, Samples, Cost-Est Baseline, Cost-Actual.
     <View> button displays pop-up window with same view as Tab 2 of Manage Hazard Assessments, but all forms are
     read-only, and change grid buttons from “Edit” to “View”.

     A bar below the tab titles will show the current filter from other tabs.

                                          Title/Name                                 Comments
     Process or Role                      Operational Reports
     Task                                 All Hazard Assessments
     Existing View                        No
     Summary                              Report to list All Hazard entries with samples and lab results in tabs
     View File                            ab-cb-rpt-assess-all.axvw
     Stock View Pattern                   Similar to ab-es-by-prj.axvw and ab-es-bl-ca-sum.axvw
     Title                                View All Hazard Assessment Items
                                          Only show projects with project_type = “ASSESSMENT – HAZMAT”. Add the field
     Pane 1 (Select)                      “Substance” (prob_type). Ability to select all or multiple projects.
                                          4 columns (multiple select):
                                          Site Code, Substance, Contains Hazard?, Hazard Rank
                                          Building Code, Hazard Status (Status), Material Condition (Condition) , Hazard Rating
                                          Floor Code, Friable?, Pending Action, Hazard Response,
                                          Room Code, Location Of Material (Location), Date Assessed (From, To)

                                  Add DOC button, which outputs same parent-child-child paginated report (assessments,
     Filter                       samples, lab results) as in Hazardous Materials Summary report, Assessments tab.
     Pane 2 (List)                Add tabs: Assessment Items, Samples, Lab Results. Panel titles same as tab titles.
     Description                  Show All Assessment items in Assessment tab for selected projects after applying filter.
     Show same fields as list in Tab 1 of Manage Hazard Assessments. Replace grid buttons with the following three
     buttons on left of each record: View, Samples, Lab Results.

     Clicking Samples button switches to samples tab with list of samples with two grid buttons on left: View, Lab Results.
     Show same fields as list in Tab 2 Subtab 2 of Manage Hazard Assessments.

Clean Building Functional Specification                                                                                    Page 70
     Clicking Lab Results button in Samples tab switches to lab results tab with list of lab results for sample. Put View
     button in first column. Show same fields as list in Tab 2 Subtab 2 SouthWest panel of Manage Hazard Assessments,
     but add Sample Code and Sample Prefix Number fields at the beginning.

     Clicking Lab Results button in Assessment Items tab switches to lab results tab with list of lab results for all samples.

     Clicking View button will show popup window with same Edit form as in Manage Hazard Assessments for each
     corresponding table (hazard assessment, sample, lab result), but form is read-only.

                               Title/Name                                 Comments
     Process or Role           Operational Reports
     Task                      Hazard Activity Summary
     Existing View             No
     Summary                   Summarize and list all Hazard activity items (action items and service requests)
     View File                 ab-cb-rpt-act-summary.axvw
     Stock View Pattern        Similar to ab-es-by-prj.axvw
     Title                     View Hazard Activity Summary and Items
                               Only show projects with project_type = “ASSESSMENT – HAZMAT”. Add the field
     Pane 1 (Select)           “Substance” (prob_type). Ability to select all or multiple projects.
     Filter                    Make all select values multi-select.
     3 columns. Fields: Site Code, Action Type, assessed_by, Building Code, Status, assigned_to, Floor Code, Problem
     Type, abate_by, Room Code, Priority, Supervisor (3031819), Category, Activity Type, Date Requested (From:, Work
     Team Id (3031819)To:), Category, Date Requested To

     Category is a drop down list: All, Project Only, Hazard Item Only. Project Only filters list to only Action Items
     and/or Service Requests where assessment_id is NULL. Hazard Item Only filters list to only Action Items and/or
     Service Requests where assessment_id is NOT NULL.
     Activity Type is a dropdown list: All, Action Items, Service Requests. Permanently filter activity_log to only
     activity_type like HAZMAT - % and/or =SERVICE DESK – MAINTENANCE.
                                  Tab titles: “Summary Report” and “Activity Items”. Add XLS button to first tab and
     Pane 2 (List)                DOC button to second tab.
     Description                  In Summary tab, show a 2D crosstab table: Project Name on Y-axis, Status on X-axis.
     Data dimensions are: Count, Cost – Est. Baseline (Exp.), Cost – Est. Baseline (Cap.), Cost – Est. Baseline (virtual
     field = sum of Exp and Cap). These summarize the filtered action item and/or service request activity log items. The
     Activity Items tab has the following fields:
     Item ID, Action Title, Action Type, Problem Type, Date Requested, Status, Priority, Building, Floor, Room, Assigned
     To, Requested By, Date Required, Date Completed, Date Verified, Date Closed, Description.

     The XLS button outputs the crosstab table. The DOC button creates a parent-child paginated report. Parent is the
     project (3 column: name, status, date start, type, contact, date end, description), and child table is the activity items in
     3-column format with same fields as the tab grid.

                                          Title/Name                                         Comments
     Process or Role                      Operational Reports
     Task                                 Buildings and Rooms by Project
     Existing View                        No
     Summary                              Highlight buildings and rooms that contain HazMat by Project and Location
     View File                            ab-cb-rpt-hl-bl-rm-prj.axvw
     Stock View Pattern                   ab-es-hl-bl-rm-w-haz-wast.axvw
     Title                                Highlight Buildings and Rooms with Hazards by Project
     Panel 1 (Filter)                     4 columns (multiple select):
                                          Country, Substance, Contains Hazard?, Hazard Rank
                                          Region, Hazard Status (Status), Material Condition (Condition) , Hazard Rating
                                          State, Friable?, Location Of Material (Location), Hazard Response
Clean Building Functional Specification                                                                                    Page 71
                                          City, Site, Date Assessed (From, To)
     Panel 2 (Select)                     Only show projects with project_type = “ASSESSMENT – HAZMAT”.
     Panel 4 (List)                       Fields: Building, Floor, Room, Location of Material (Location), Material Code,
                                          Hazardous?, Hazard Status (Status), Friable?, Qty, Units, Description, Condition, Date
                                          Assessed, Rank, Rating, Response, Samples, Cost-Est Baseline, Cost-Actual

                                 Add checkboxes as in ab-rm-detail-drawing.axvw, so that user can highlight individual
                                 rooms in a different color (red). Use yellow for the overall highlight color.
     Description                 The same as ab-es-hl-bl-rm-w-haz-wast.axvw with changes described.
     Ability to generate paginated report like the one in pagereports/ab-viewdef-paginated-highlight-restriction.axvw
     (Technologies->BPO Views->ViewDef Patterns->A Paginated Report with Highlighted Drawings).

                                          Title/Name                                         Comments
     Process or Role                      Operational Reports
     Task                                 Buildings and Rooms with Hazards
     Existing View                        No
     Summary                              Highlight buildings and rooms that contain HazMat by location
     View File                            ab-cb-rpt-hl-bl-rm.axvw
     Stock View Pattern                   ab-es-hl-bl-rm-w-haz-wast.axvw
     Title                                Highlight Buildings and Rooms with Hazards
     Panel 1 (Filter)                     4 columns (multiple select):
                                          Country, Substance, Contains Hazard?, Hazard Rank
                                          Region, Hazard Status (Status), Material Condition (Condition) , Hazard Rating
                                          State, Friable?, Location Of Material (Location), Hazard Response
                                          City, Project, Date Assessed (From, To)
     Panel 2 (Select)                     Geographical Navigator: Country->Region->State->City->Site->Building->Floor
     Panel 4 (List)                       Fields: Building, Floor, Room, Location of Material (Location), Material Code,
                                          Hazardous?, Hazard Status (Status), Friable?, Qty, Units, Description, Condition, Date
                                          Assessed, Rank, Rating, Response, Samples, Cost-Est Baseline, Cost-Actual

                                 Add checkboxes as in ab-rm-detail-drawing.axvw, so that user can highlight individual
                                 rooms in a different color (red). Use yellow for the overall highlight color.
     Description                 The same as ab-es-hl-bl-rm-w-haz-wast.axvw with changes described.
     Ability to generate paginated report like the one in pagereports/ab-viewdef-paginated-highlight-restriction.axvw.

                                          Title/Name                                         Comments
     Process or Role                      Operational Reports
     Task                                 Floors with Hazards
     Existing View                        No
     Summary                              Highlight rooms with Hazards on multiple floor plans
     View File                            ab-cb-rpt-hl-fl.axvw
     Stock View Pattern                   ab-rm-detail-drawing.axvw
     Title                                Highlight Floors with Hazards
     Add Filter Panel                     4 columns (multiple select):
                                          Country, Substance, Contains Hazard?, Hazard Rank
                                          Region, Hazard Status (Status), Material Condition (Condition) , Hazard Rating
                                          State, Friable?, Location Of Material (Location), Hazard Response
                                          City, Project, Date Assessed (From, To)
     Panel 4 (List)                       Fields: Building, Floor, Room, Location of Material (Location), Material Code,
                                          Hazardous?, Hazard Status (Status), Friable?, Qty, Units, Description, Condition, Date
                                          Assessed, Rank, Rating, Response, Samples, Cost-Est Baseline, Cost-Actual

                                          Use red for checkbox selection highlights. Use yellow for the overall highlight color.
     Description                          The same as ab-rm-detail-drawing.axvw with changes described.

Clean Building Functional Specification                                                                                    Page 72
     Add Site to Floors selection panel, to the left of Building.

     Ability to generate paginated report like the one in pagereports/ab-viewdef-paginated-highlight-restriction.axvw.

                                          Title/Name                                          Comments
     Process or Role                      Operational Reports
     Task                                 Hazard Areas and Items
     Existing View                        No
     Summary                              Highlight specific Hazmat polylines on floor plans
     View File                            ab-cb-rpt-hl-haz.axvw
     Stock View Pattern                   ab-es-hl-bl-rm-w-haz-wast.axvw
     Title                                Highlight Hazards and Their Locations
     Panel 1 (Filter)                     4 columns (multiple select):
                                          Country, Substance, Contains Hazard?, Hazard Rank
                                          Region, Hazard Status (Status), Material Condition (Condition) , Hazard Rating
                                          State, Friable?, Location Of Material (Location), Hazard Response
                                          City, Project, Date Assessed (From, To)
     Panel 2 (Select)                     Split vertically into North and South. North part has Geographical Navigator: Country-
                                          >Region->State->City->Site->Building->Floor. South part has 3 radio buttons to select
                                          Asset Type (Rooms, Hazards, Samples), similar to ab-hazmat-plans.axvw view.
     Panel 4 (List)                       Add tabs: Rooms, Hazards, Samples.

                                          Rooms grid: Building, Floor, Room, category, type, division, dept, area, assessments
                                          (count of assessment items), samples (count of samples)

                                          Hazards grid: Building, Floor, Room, Location of Material (Location), Homogeneous
                                          Area ID, Material Code, Hazardous?, Hazard Status (Status), Friable?, Qty, Units,
                                          Description, Condition, Date Assessed, Rank, Rating, Response, Samples, Cost-Est
                                          Baseline, Cost-Actual

                                          Samples grid: Building, Floor, Room, Location of Material (Location), Homogeneous
                                          Area ID, Material Code, Is Hazard?, Date Collected, Sample Code, Sample Prefix,
                                          Sample Description, Lab Results [i.e. count], Date Received, Analysis Date, Sample
                                          Location, Location Number

                                          In each grid, add a checkbox as first field, like in ab-rm-detail-drawing.axvw. This way
                                          you can show the current asset via different grids. So if showing rooms asset, when an
                                          assessment or a sample is selected, highlight just the associated room. If showing
                                          assessments asset and a room is selected, highlight all assessments for that room. If a
                                          sample is selected, highlight just the one assessment for the sample. If showing samples
                                          and a room or assessment is selected, highlight all samples for that room or assessment.
                                          If showing rooms and a room is selected or showing assessments and an assessment is
                                          selected, etc., then just highlight that one asset, as normal.

                                 Use yellow for the initial overall highlight color of all matching asset types. For user-
                                 selected individual highlights, use blue for rooms, red for hazards, and green for samples.
                                 If not possible to designate specific individual highlight color, OK to use same default for
                                 all asset types.
     Description                 The same as ab-es-hl-bl-rm-w-haz-wast.axvw with changes described.
     Highlight the selected Asset Type (Room, Assessments, or Samples) matching filter. The filter is for assessment items
     only, so matching Rooms are the distinct rooms in which filtered assessment items exist, and matching Samples are all
     the samples for the assessment items result set.

     Ability to generate paginated report like the one in pagereports/ab-viewdef-paginated-highlight-restriction.axvw.


Clean Building Functional Specification                                                                                   Page 73
                                    Title/Name                                            Comments
     Process or Role                Operational Reports
     Task                           Hazards by Building Map
     Existing View                  No
     Summary                        Highlight buildings with hazards on a GIS map
     View File                      ab-cb-rpt-haz-bl-map.axvw
     Stock View Pattern             ab-proj-projects-map.axvw
     Title                          View Hazards by Building Map
     Panel 1 (Filter)               4 columns (multiple select):
                                    Country, Substance, Contains Hazard?, Hazard Rank
                                    Region, Hazard Status (Status), Material Condition (Condition) , Hazard Rating
                                    State, Friable?, Location Of Material (Location), Hazard Response
                                    City, Project, Date Assessed (From, To).
                                    The filter panel extends all the way across to the right, and increase height to fit fields
                                    defined above. Also rename “Filter” button to “Show”.
     Panel 2 (Select)               Title: Hazards by Building
     Panel 4 (List)                 Title = “Hazard Assessment Items”. Fields: Site, Building, Floor, Room, Location of
                                    Material (Location), Material Code, Hazardous?, Hazard Status (Status), Friable?, Qty,
                                    Units, Description, Condition, Project, Date Assessed, Rank, Rating, Response, Samples,
                                    Cost-Est Baseline, Cost-Actual
     Description                    The same as ab-proj-projects-map.axvw with changes described.
     Pane 2 displays only Buildings that have Hazard Assessment Items (activity_type = “ASSESSMENT – HAZMAT”)
     that match filter criteria. In the view that pops up when clicking on a building in the map, change title of left pane to
     “Highlight Hazards by Project”, and use the same fields in Pane 4 above for the bottom right grid in popup.




Clean Building Functional Specification                                                                               Page 74
     Management Reports
                                 Title/Name                                  Comments
     Process or Role             Management Reports
     Task                        Hazard Summary Chart
     Existing View               No
     Summary                     Bar chart summary of HazMat counts
     View File                   ab-cb-rpt-summary-chart.axvw
     Stock View Pattern          ab-viewdef-summary-chart-drilldown.axvw
     Title                       Hazard Summary Chart
                                 Only show projects with project_type = “ASSESSMENT – HAZMAT”. Add the field
     Panel 1 (Select)            “Substance” (prob_type). Ability to select all or multiple projects.
                                 4 columns (multiple select):
                                 Country, Substance, Contains Hazard?, Hazard Rank
                                 Region, Hazard Status (Status), Material Condition (Condition) , Hazard Rating
                                 State, Friable?, Location Of Material (Location), Hazard Response
     Panel 2 (Filter)            City, Site, Date Assessed (From, To)
                                 Show Bar chart, Substances along the y-axis, and assessment counts along the x-axis.
     Panel 3                     Add DOC button to output chart.
                                 If possible, show count of buildings, floors, and rooms inside each bar or in a popup.as
     Description                 additional bars side by side (3031750).
     Click on a bar to show Panel 3 of ab-cb-rpt-summary.axvw in a popup window.

                                          Title/Name                                          Comments
     Process or Role                      Management Reports
     Task                                 Hazard Scoreboard
     Existing View                        No
     Summary                              Show hazard summary by condition and priority
     View File                            ab-cb-rpt- scoreboard.axvw
     Stock View Pattern                   ab-ca-scoreboard.axvw
     Title                                Hazard Scoreboard
     Filter Panel                         4 columns (multiple select):
                                          Region, Substance, Contains Hazard?, Hazard Rank
                                          State, Hazard Status (Status), Material Condition (Condition) , Hazard Rating
                                          City, Friable?, Location Of Material (Location), Hazard Response
                                          Site, Building, Date Assessed (From, To)
     Description                          The same as ab-ca-scoreboard.axvw with changes described. In the Assessment Items
                                          tab, fields are: <View> button, Substance, Material Code, Condition Priority, Condition
                                          Value, Rank, Rating, Response, Project, Site, Building, Floor, Room, Location of
                                          Material (Location), Hazardous?, Hazard Status (Status), Friable?, Quantity (Title Qty),
                                          Units, Description, Condition, Date Assessed, Samples, Cost-Est Baseline, Cost-Actual.

                                          <View> button displays pop-up window with same view as Tab 2 of Manage Hazard
                                          Assessments, but all forms are read-only, and change grid buttons from “Edit” to “View”.

                                          Add XLS button to export crosstab report.


     Process or Role                      Management Reports
     Task                                 Hazard Totals Comparison
     Existing View                        No
     Summary                              Vertical Horizontal stacked bar chart comparing total hazard counts across buildings or
                                          sites
     View File                            ab-cb-rpt- tot-compare.axvw
     Stock View Pattern                   ab-gb-rpt-fp-chart-compare.axvw

Clean Building Functional Specification                                                                                   Page 75
     Title                        Hazard Totals Comparison by Substance
     Filter Panel                 4 columns (multiple select):
                                  Region, Substance, Contains Hazard?, Hazard Rank
                                  State, Hazard Status (Status), Material Condition (Condition) , Hazard Rating
                                  City, Friable?, Location Of Material (Location), Hazard Response
                                  Site, Building, Date Assessed (From, To)
     Description                  The same as ab-gb-rpt-fp-chart-compare.axvw with changes described.
     Remove tabs (no need for per area). Panel title is “Hazard Assessment Item Totals Comparison Chart”
     The X-axis values are total assessment item counts that meet filter criteria.
     The stacks are substances (prob_type)
     Remove data grid
     X-axis Title is “Total Hazard Assessment Items”.
     Y-axis is selected Buildings or Sites.

     Process or Role              Management Reports
     Task                         Hazard Totals by Year
     Existing View                No
     Summary                      Vertical Horizontal stacked bar chart comparing total hazard counts across buildings or
                                  sites
     View File                    ab-cb-rpt- tot-by-year.axvw
     Stock View Pattern           ab-gb-rpt-fp-tot-by-year.axvw
     Title                        Hazard Totals by Year and Substance
     Filter Panel                 4 columns (multiple select):
                                  Region, Substance, Contains Hazard?, Hazard Rank
                                  State, Hazard Status (Status), Material Condition (Condition) , Hazard Rating
                                  City, Friable?, Location Of Material (Location), Hazard Response
                                  Site, Building, Date Assessed (From, To)
     Description                  The same as ab-gb-rpt-fp-tot-by-year.axvw with changes described.
     Remove tabs (no need for per area). Panel title is “Hazard Assessment Item Totals by Year Chart”
     The Y-axis values are total assessment item counts that meet filter criteria.
     The lines or stacks are substances (prob_type), with one line representing all substances.
     Remove data grid
     Y-axis title is “Total Hazard Assessment Items”.
     X-axis title is “Assessment Year” (date_assessed)

     Process or Role              Management Reports
     Task                         Hazard Totals by Year Comparison
     Existing View                No
     Summary                      Vertical Horizontal stacked bar chart comparing total hazard counts across buildings or
                                  sites
     View File                    ab-cb-rpt- tot-by-year-compare.axvw
     Stock View Pattern           ab-gb-rpt-fp-by-year-compare.axvw
     Title                        Hazard Totals by Year and Substance Comparison
     Filter Panel                 4 columns (multiple select):
                                  Region, Substance, Contains Hazard?, Hazard Rank
                                  State, Hazard Status (Status), Material Condition (Condition) , Hazard Rating
                                  City, Friable?, Location Of Material (Location), Hazard Response
                                  Site, Building, Date Assessed (From, To)
     Description                  The same as ab-gb-rpt-fp-tot-by-year.axvw with changes described.
     Remove tabs (no need for per area). Panel title is “Hazard Assessment Item Totals by Year Comparison Chart”
     The Y-axis values are total assessment item counts that meet filter criteria.
     Remove data grid
     Y-axis title is “Total Hazard Assessment Items”. X-axis title is “Assessment Year” (date_assessed)

     Task                                 Hazard Costs by Project
Clean Building Functional Specification                                                                           Page 76
     Existing View                No
     Summary                      Vertical Horizontal stacked bar chart comparing total hazard costs across projects
     View File                    ab-cb-rpt-cost-by-prj.axvw
     Stock View Pattern           ab-gb-rpt-fp-chart-compare.axvw
     Title                        Hazard Costs by Project Comparison
     Filter Panel                 4 columns (multiple select):
                                  Region, Project, Contains Hazard?, Hazard Rank
                                  State, Hazard Status (Status), Material Condition (Condition) , Hazard Rating
                                  City, Friable?, Location Of Material (Location), Hazard Response
                                  Site, Building, Date Assessed (From, To)
     Description                  The same as ab-gb-rpt-fp-chart-compare.axvw with changes described.
     Remove tabs (no need for per area). Panel title is “Hazard Assessment Project Cost Comparison Chart”
     The X-axis values are total costs for assessment items that meet filter criteria.
     Y-axis is selected Projects.
     Each Project has two bars with two stacks each: Estimated Cost (stacks are cost_estimated and cost_est_cap) and
     Actual Cost (stacks are cost_actual and cost_act_cap)
     Remove data grid.
     X-axis Title is “Total Estimated and Actual Costs”.




Clean Building Functional Specification                                                                        Page 77
     Smart Client Views
                                          Title/Name                                     Comments
     Process or Role                      Define Hazards and Samples
     Task                                 Define Hazard Assessments and Samples
     Existing View                        No
     Summary                              Quick entry of hazard assessment items and their samples
     View File                            ab-cb-assess-items-gd.axvw
     Parent Table                         activity_log (Permanent restriction: activity_type = “ASSESSMENT – HAZMAT”)
                                          Project Name, Action Item ID, activity_type, Date Assessed, Site Code, Building Code,
                                          Floor Code, Room Code, Location of Material, Material Code, Homogenous Area ID,
                                          Contains Hazardous Substance?, Hazard Status, Material Condition, Friable?, Material
     Parent Table Fields                  Description, Material Quantity, Hazard Units
     Child Table                          cb_samples
                                          Action Item ID, Sample Code, Sample Prefix Number, Sample Description, Date
                                          Collected, Date Received, Analysis Date, Analysis Requested, Analyst, Requested By,
                                          Sample Location, Sample Location Number, Lab Name, Lab Log Number, Archived
     Child Table Fields                   Sample, Sample ID
     Comments


                                          Title/Name                                    Comments
     Process or Role                      Define Hazards and Samples
     Task                                 Define Hazard Sample Test Results
     Existing View                        No
     Summary                              Quick entry of samples and lab results for hazard assessment items
     View File                            ab-cb-assess-samples-gd.axvw
     Parent Table                         cb_samples (activity_log as standard)
                                          Project Name, Action Item ID (title=”Item ID”), Sample ID, Date Assessed, Building
                                          Code, Floor Code, Room Code, Location of Material, Material Code, Homogenous Area
                                          ID, Sample Code, Sample Prefix Number, Sample Description, Date Collected, Date
                                          Received, Analysis Date, Analysis Requested, Analyst, Requested By, Sample Location,
     Parent Table Fields                  Sample Location Number, Lab Name, Lab Log Number, Archived Sample
     Child Table                          cb_sample_result
     Child Table Fields                   Sample ID, Result ID, Composition, Qualifier, Result, Result 2, Units
     Comments



                                          Title/Name                                     Comments
     Process or Role                      Define Hazards and Samples
     Task                                 Draw Hazard Areas and Items
     Existing View                        No
     Summary                              Draw Hazard boundaries on CAD plans
     View File                            ab-cb-draw-hazard-plan-gd.axvw
     Parent Table                         activity_log (Permanent restriction: activity_type = “ASSESSMENT – HAZMAT”)
                                          Project Name, Action Item ID (title=”Item ID”), Date Assessed, Site Code, Building
                                          Code, Floor Code, Room Code, Location of Material, Problem Type, Material Code,
                                          Homogenous Area ID, Contains Hazardous Substance?, Hazard Status, Material
     Parent Table Fields                  Condition, Friable?, Material Description, Material Quantity, Hazard Units
                                          Drawing view similar to Environmental Risk -> Emergency Prep -> Define Systems and
     Comments                             Zones -> Draw Hazardous Materials Plans (ab-ep-draw-hazmat-plan-gd.axvw)




Clean Building Functional Specification                                                                                 Page 78
                                          Title/Name                                     Comments
     Process or Role                      Define Hazards and Samples
     Task                                 Draw Hazard Samples
     Existing View                        No
     Summary                              Draw Sampling locations on CAD plans
     View File                            ab-cb-draw-hz-samples-plan-gd.axvw
     Parent Table                         activity_log (Permanent restriction: activity_type = “ASSESSMENT – HAZMAT”)
                                          Project Name, Action Item ID, Date Assessed, Site Code, Building Code, Floor Code,
                                          Room Code, Location of Material, Problem Type, Material Code, Homogenous Area ID,
                                          Contains Hazardous Substance?, Hazard Status, Material Condition, Friable?, Material
     Parent Table Fields                  Description, Material Quantity, Hazard Units
     Child Table                          cb_samples
                                          Action Item ID, Sample ID, Sample Code, Sample Prefix Number, Sample Description,
                                          Date Collected, Date Received, Analysis Date, Analysis Requested, Analyst, Requested
                                          By, Sample Location, Sample Location Number, Lab Name, Lab Log Number, Archived
     Child Table Fields                   Sample
                                          Drawing view similar to Environmental Risk -> Emergency Prep -> Define Systems and
     Comments                             Zones -> Draw Hazardous Materials Plans (ab-ep-draw-hazmat-plan-gd.axvw)



                                          Title/Name                                 Comments
     Process or Role                      Background Data - Risk
     Task                                 Define Hazard Containing Materials
     Existing View                        No
     Summary                              A lookup list of the types of building materials that may contain hazardous substances
     View File                            ab-cb-def-hcm-gd.axvw
     Tables                               cb_hcm                                     New table
     Fields                               hcm_id, name, description.
     Comments


                                          Title/Name                                   Comments
     Process or Role                      Background Data - Risk
     Task                                 Define Hazard Location Types
     Existing View                        No
     Summary                              A lookup list of the types of places in a room/floor/building where HCM might be found
     View File                            ab-cb-def-hcm-loc-gd.axvw
     Tables                               cb_hcm_loc_typ                               New table
     Fields                               hcm_loc_typ_id, name, description.
     Description


                                          Title/Name                                 Comments
     Process or Role                      Background Data - Risk
     Task                                 Define Sample Composition
     Existing View                        No
     Summary                              A lookup list of substances/chemicals for sample compositions
     View File                            ab-cb-def-samp-comp-gd.axvw
     Tables                               cb_sample_comp                             New table
     Fields                               sample_comp_id, name, cas_num, is_hazard, description.
     Description



Clean Building Functional Specification                                                                                   Page 79
                                          Title/Name                                    Comments
     Process or Role                      Background Data - Facilities
     Task                                 Define Room Types by Category
     Existing View                        Yes, Space Planning & Management->Space Inventory & Performance-> Define Room Types by Category
     View File                            ab-sp-def-rmcat-by-rmtype-gd.axvw


                                          Title/Name                                    Comments
     Process or Role                      Background Data - Facilities
     Task                                 Define Rooms by Building
     Existing View                        Yes, Space Planning & Management->Space Inventory & Performance-> Define Rooms by Building
     View File                            ab-sp-def-rm-by-bl-gd.axvw


                                          Title/Name                                    Comments
     Process or Role                      Background Data - Facilities
     Task                                 Define Rooms by Floor
     Existing View                        Yes, Space Planning & Management->Space Inventory & Performance-> Define Rooms by Floor
     View File                            ab-sp-def-rm-by-fl-gd.axvw

                                          Title/Name                                    Comments
     Process or Role                      Background Data - Facilities
     Task                                 Draw Rooms
     Existing View                        Yes, Space Planning & Management->Space Inventory & Performance-> Draw Rooms
     View File                            ab-sp-draw-rm-cad.axvw


     Smart Client Extension (CAD Overlay)
     Smart Client Extension Process Navigator entries:
      Task                  Order         Task Type          Task Action
      DRAWING               100           Label
      TOOLS
      Open Drawing          200           Overlay Action     ^C^Cafm_dwglist
      Set Snaps             300           Overlay Action     ^C^C._dsettings
      -                     400           Label
      Set Hazard Layers     500           Overlay Action     ^C^Cafm_astlayt;cb-hazard;on;grid,pl*,wa*,vert*,serv*,rm;
      Set Hazard Sample     600           Overlay Action     ^C^Cafm_astlayt;cb-sample;on;grid,pl*,wa*,vert*,serv*,rm;
      Layers
      --                    1,400         Label
      Draw Rectangle        1,500         Overlay Action     ^C^C._rectangle
      Draw Polyline         1,600         Overlay Action     ^C^C._pline
      ---                   1,700         Label
      ASSET TOOLS           1,800         Label
      Number                1,900         Overlay Action     ^C^Cafm_number
      Edit Data Multiple    2,000         Overlay Action     ^C^Cafm_editdatamult
      Edit Data             2,100         Overlay Action     ^C^Cafm_editdata
      Attach to Record      2,200         Overlay Action     ^C^Cafm_attachtorecord
      Save Drawing          2,300         Overlay Action     ^C^C._qsave
      ----                  2,400         Label
      PUBLISHING            2,500         Label


Clean Building Functional Specification                                                                                             Page 80
      Publish Enterprise    2,600         Overlay Action   ^C^Cafm_pubgraphicst;AbPubBackground,AbPubCBHazard,AbPubCBSample;
      Graphics

     Asset / Edit Data fields for Clean Building Hazard Layer (assetType=”activity_log”): Action Item ID (title=”Item
     ID”), Date Assessed, Building Code, Floor Code, Room Code, Location of Material, Substance, Material Code,
     Homogenous Area ID, activity_type, dwgname, ehandle. View file is \schema\ab-
     products\common\resources\view\overlay\ab-ov-activity_log.axvw.
     Asset / Edit Data fields for Clean Building Hazard Sample Layer (assetType=”cb_samples”): Action Item ID
     (title=”Item ID”), Sample ID, Sample Code, Sample Prefix Number, Sample Description, Date Collected, Date
     Received, Analysis Date, Analysis Requested, Analyst, Requested By, Sample Location, Sample Location Number,
     Lab Name, Lab Log Number, Archived Sample, dwgname, ehandle. View file is \schema\ab-
     products\common\resources\view\overlay\ab-ov-cb_samples.axvw.

     Drawing Publishing Rules:
     Active? Type       Output                      Add Layers                     Assigned Tbl     Assigned Filter
                        Layer
     Yes          Dynamic       Z-CBH-DHL                                          activity_log     activity_type =
                                                                                                    'ASSESSMENT - HAZMAT'
     Yes          Dynamic       Z-CBS-DHL                                          cb_samples
     JSON         JSON                              DR;WA-EXT;WA;WN;GRID;SI-       activity_log     activity_type =
                                                    MISC;PL                                         'ASSESSMENT - HAZMAT'
     JSON         JSON                              DR;WA-EXT;WA;WN;GRID;SI-       cb_samples
                                                    MISC;PL

     cb_samples Default Asset Text fields: 1. Lab Log Number. The following is one suggested order for end-users to
     consider if full display of sample info is desired: 1. Assessment Item ID, 2. Sample ID, 3. Sample Prefix Number, 4.
     Sample Code, 5. Sample Location Code, 6. Date Collected, 7. Sample Type.

     Views Containing Calculations
     None at this time




Clean Building Functional Specification                                                                                   Page 81
     Workflow Rules
                    Several workflow rules are necessary for actions in the “Manage Hazard Activity Items” and “Manage
                    Hazard Assessments” tasks. All of the workflow rules can be contained in a single file,
                    CleanBuildingService.java.
                    The following is a consolidated list of all the workflow rules believed to be necessary. The description
                    of the required functionality for each WFR is contained within the view description where the WFR is
                    called.

     Generate Action Items
                    View: Manage Hazard Activity Items, Tab 2 (Action Items)
                    Action: Generate Action Items filter panel button.
                    WFR: generateActionItemRecords
                    Input Parameters: All values from the form, plus a flag to indicate whether to generate the records or
                    just calculate and return the number of records that would be generated.
                    Output Parameters: Count of records, Error message string.
                    Notes: For every building, floor, or room (depending on radio button selected in form) that matches the
                    filter, generate one action item. Click Action hyperlink above for additional details.

     Generate Survey Items From Actions
                    View: Manage Hazard Activity Items, Tab 2 (Action Items)
                    Action: Generate Survey Items list panel button.
                    WFR: generateSurveyRecordsFromActions
                    Input Parameters: Selected action items and all values from the form.
                    Output Parameters: Error message string.
                    Notes: For each selected action item, generate assessment (survey) items. One action item can
                    generate many assessment items, depending on radio button selection in form. For example, an action
                    item for a building can generate assessment items for every floor or room of the building. Click Action
                    hyperlink above for additional details.

     Update Action Items
                    View: Manage Hazard Activity Items, Tab 2 (Action Items)
                    Action: Update Selections list panel button.
                    WFR: updateActionItems
                    Input Parameters: Selected action items and all values from the form.
                    Output Parameters: Error message string.
                    Notes: Click Action hyperlink above for additional details.



     Generate Service Requests
                    View: Manage Hazard Activity Items, Tab 3 (Service Requests)

Clean Building Functional Specification                                                                              Page 82
                    Action: Generate Requests filter panel button.
                    WFR: generateSvcReqRecords
                    Input Parameters: All values from the form, plus a flag to indicate whether to generate the records or
                    just calculate and return the number of records that would be generated.
                    Output Parameters: Count of records, Error message string.
                    Notes: See Notes for generateActionItemRecords. Click Action hyperlink above for additional details.

     Generate Survey Items From Service Requests
                    View: Manage Hazard Activity Items, Tab 3 (Service Requests)
                    Action: Generate Survey Items list panel button.
                    WFR: generateSurveyRecordsFromSvcReqs
                    Input Parameters: Selected service requests and all values from the form.
                    Output Parameters: Error message string.
                    Notes: See notes for generateSurveyRecordsFromActions. Click Action hyperlink above for additional
                    details.



     Generate Assessment Items
                    View: Manage Hazard Assessments, Tab 1 (Assessments)
                    Action: Generate Assessment Items filter panel button.
                    WFR: generateAssessmentRecords
                    Input Parameters: All values from the form, plus a flag to indicate whether to generate the records or
                    just calculate and return the number of records that would be generated.
                    Output Parameters: Count of records, Error message string.
                    Notes: See Notes for generateActionItemRecords. Click Action hyperlink above for additional details.

     Generate Comm Log Items From Assessments
                    View: Manage Hazard Assessments, Tab 1 (Assessments)
                    Action: Add Activity->Communications Log list panel menu.
                    WFR: generateCommLogRecsFromAssessments
                    Input Parameters: Selected assessment items and all values from the form.
                    Output Parameters: Error message string.
                    Notes: Generate one communications log item per selected assessment item. Click Action hyperlink
                    above for additional details.

     Generate Action Items From Assessments
                    View: Manage Hazard Assessments, Tab 1 (Assessments)
                    Action: Add Activity->Action Item list panel menu.


Clean Building Functional Specification                                                                            Page 83
                    WFR: generateActionRecsFromAssessments
                    Input Parameters: Selected assessment items and all values from the form.
                    Output Parameters: Error message string.
                    Notes: Generate one action item per selected assessment item. Click Action hyperlink above for
                    additional details.

     Generate Service Requests From Assessments
                    View: Manage Hazard Assessments, Tab 1 (Assessments)
                    Action: Add Activity->Service Request list panel menu.
                    WFR: generateServiceRecsFromAssessments
                    Input Parameters: Selected assessment items and all values from the form.
                    Output Parameters: Error message string.
                    Notes: Generate one service request per selected assessment item. Click Action hyperlink above for
                    additional details.

     Copy Assessment Items
                    View: Manage Hazard Assessments, Tab 1 (Assessments)
                    Action: Copy Selections list panel button.
                    WFR: copyAssessmentItems
                    Input Parameters: Selected assessment items and all values from the form.
                    Output Parameters: Error message string.
                    Notes: Copy to another project, used to copy an old item for a follow-up assessment / re-inspection
                    (creates link for history). Click Action hyperlink above for additional details.

     Update Assessment Items
                    View: Manage Hazard Assessments, Tab 1 (Assessments)
                    Action: Update Selections list panel button.
                    WFR: UpdateAssessmentItems
                    Input Parameters: Selected assessment items and all values from the form.
                    Output Parameters: Error message string.
                    Notes: Click Action hyperlink above for additional details.

     Assign Items
                    View: Manage Hazard Assessments, Tab 1 (Assessments). Also Manage Hazard Activity Items, Tab 2
                    (Action Items) and Tab 3 (Service Requests)
                    Action: Assign To->Inspector/Worker list panel menu.
                    WFR: assignItemsToInspectorWorker
                    Input Parameters: Selected list items and all values from the form.


Clean Building Functional Specification                                                                            Page 84
                    Output Parameters: Error message string.
                    Notes: Click Action hyperlink above for additional details.




Clean Building Functional Specification                                           Page 85
     Database Schema
     Summary
                    The activity will use the existing Environmental Sustainability architecture as much as possible. Thus, the activity_log table will be used for both
                    service requests and assessment items (hazmat survey). There are some lookup fields and relationships needed by Hazmat, therefore some changes
                    to the activity_log table will be necessary, as well as some new tables and fields.

     Activity Parameters
                    The activity will use a single activity parameter called bldg_ops, having a Yes/No value. This will control whether the service request tabs and
                    buttons in the activity are enabled when there is a license for Building Operations.

     Schema.db Specification
                    All records from the following table should be retained in schema.db: cb_hcm_loc_typ, cb_hcm_cond, cb_hcm_class, cb_units, cb_sample_comp,
                    cb_hazard_rank, cb_hazard_rating, cb_hazard_status, cb_accredit_type. Records from the following tables matching the specified filter should also
                    be retained:

                     repairty             repair_type LIKE 'CB-%'
                     causetyp             cause_type LIKE 'CB-%'
                     activitytype         activity_type = ‘ASSESSMENT – HAZMAT’ OR activity_type LIKE ‘HAZMAT%’
                     projecttype          project_type = ‘ASSESSMENT – HAZMAT’
                     probtype             prob_class IN (‘CB-ACTION’, ‘CB-SUBST’)




Clean Building Functional Specification                                                                              Page 86
     Tables and Fields
                    Changes to Existing Tables
                    Action Items (activity_log) - existing table
                    This table will be used to record a service a request for inspecting, estimating, abating, or assessing a single building, floor, or room (or equipment).
                    The table will also be used to record survey data for individual assessment items. Below are changes to how existing fields are used, as well as new
                    fields to be added. Some other existing fields will be used but are not listed because there is no change to how they are used in existing views.


       Existing Fields (Title change in View only, no schema changes)
       Name                      Title in View                  Usage Comments
       rec_action                         Recommended Action              Will be used on assessment items and service requests to denote type of abatement action
                                                                          recommended. Necessary entries to be made to enum list in this field’s definition.
       activity_log_id                    Service Request # or            For service requests, this is the request #. For assessment items, this is item ID.
                                          Survey Item ID
       copied_from                        Parent Service Request          For an assessment item, this is the activity_log_id of the service request that generated the
                                                                          item (many to one).
       assessment_id                      Initial Assessment ID           For an assessment item, this is the activity_log_id of the top level original assessment item
                                          Parent Assessment ID            for this location. Used to track history of assessments for same HazMat instance. For a
                                                                          service request, this is the activity_log_id of the assessment item that generated the request
                                                                          (many to one).
       assigned_to                        Inspector                       Will be used on assessment items to record inspector.
       action_title                       Material Description            Description of Hazardous Material
       location                           Location Detail                 Description of hazard location
       description                        Material Notes                  Notes about hazardous material.
       date_review                        Date Inspected                  Inspection Date
       date_installed                     Date Abated                     Abatement Date
       doc                                Location Drawing                Upload a drawing showing exact location of item
       doc1                               Location Photo                  Upload a photo showing exact location of item
       doc2                               Supporting Document 1           Upload a document supporting location of item
       doc3                               Material Photo                  Upload a photo showing item
       doc4                               Supporting Document 2           Upload a document supporting item condition, etc.


Clean Building Functional Specification                                                                                 Page 87
       Existing Fields (Schema changes)
       Name                    Title in View                     Change/Usage Comments
       prob_type                          Hazardous Substance    Increase size to 32 chars. Will be used on assessment items to categorize which hazardous
                                                                 substance is being dealt with (asbestos, lead paint, mold, radon, etc.). Necessary entries to be
                                                                 made to FK (probtype) table. All CB entries will have prob_class=‘CB-SUBST’ for filtering
                                                                 in views.



       NEW Fields (Schema Changes) – Also add fields to hactivity_log
       Name                   Title                                           Type            Other                                               Default
       repair_type                        Hazard Response        Will be used on assessment items to denote type of abatement action completed: Repair,
                                                                 Clean, Enclose, Encapsulate, Remove, etc. Necessary entries to be made to FK (repairty)
                                                                 table. Will be used on service requests to denote type of abatement action requested. All
                                                                 entries will be prefixed with “CB-“ for filtering in views.
       cause_type                         Reason for Abatement   Will be used on assessment items and service requests to denote reason for
                                                                 survey/abatement. Necessary entries to be made to FK (causetyp) table: Condition,
                                                                 Renovation, Demolition, Disturbance, Risk, etc. All entries will be prefixed with “CB-“ for
                                                                 filtering in views.
       related_id                         Associated with                     Int             activity_log_id of related assessment, action
                                          Action Item ID                                      item, or service request. For example, used to
                                                                                              link inspection or estimate requests to
                                                                                              abatement requests
       hcm_estimate_num                   Estimate #                          char[16]        Used on requests for estimates
       hcm_pending_act                    Pending Action                      Char[16]        FK to prob_type where prob.class=”CB-
                                                                                              ACTION”. Denotes pending action on
                                                                                              assessment item, such as inspect, abate, etc.
       hcm_loc_notes                      Location Notes                      varchar[5k]     Memo. Long description of location.
       hcm_id                             Material Code                       Char[32]        Foreign key (cb_hcm)
       hcm_pipe_cnt                       Number of Pipes                     int
       hcm_qty                            Material Quantity                   num[12,2]
       hcm_loc_typ_id                     Location of Material                Char[32]        Foreign key (cb_hcm_loc_typ)
       hcm_is_hazard                      Contains Hazardous Substance?       Char[12]        Enumerated:
                                                                                              Unknown;Unknown;Yes;Yes;No;No;Presumed
Clean Building Functional Specification                                                                       Page 88
                                                                                    ;Presumed;All Abated;All Abated
       hcm_friable                        Friable?                      Char[10]    Enumerated:
                                                                                    Unknown;Unknown;Yes;Yes;No;No;Presumed
                                                                                    ;Presumed
       hcm_labeled                        Labeled?                      smallint    0;No;1;Yes
       cb_units_id                        Hazard Units                  Char[32]    Foreign key (cb_units)
       hcm_cond_id                        Material Condition            Char[32]    Foreign key (cb_hcm_cond)
       hcm_class1_id                      Material Classification I     Char[32]    Foreign key (cb_hcm_class)
       hcm_class2_id                      Material Classification II    Char[32]    Foreign key (cb_hcm_class)
       hcm_class3_id                      Material Classification III   Char[32]    Foreign key (cb_hcm_class)
       hcm_fittings_num                   Number of Fittings            int
       hcm_haz_rank_id                    Hazard Rank                   Char[32]    Foreign key (cb_hazard_rank)
       hcm_haz_rating_id                  Hazard Rating                 Char[32]    Foreign key (cb_hazard_rating)
       hcm_haz_status_id                  Hazard Status                 Char[32]    Foreign key (cb_hazard_status)
       lat                                Latitude                      Numeric[2   GPS Coordinate
                                                                        4,16]
       lon                                Longitude                     Numeric[2   GPS Coordinate
                                                                        4,16]
       hcm_harea_id                       Homogeneous Area ID           Char[16]    Area designated by inspector
       hcm_abate_by                       Abatement Worker              Char[35]    Person assigned to abate (lookup on
                                                                                    em+contacts)




Clean Building Functional Specification                                                            Page 89
                    Vendors (vn) - existing table
                    This table will be used to store the contact info for hazmat sample testing labs.

       Name                               Title in View                             Usage Comments

       Existing Fields (Title change in View only, no schema changes)
       insurance_cert1            Lab Certification Number

       Existing Fields (Schema changes)
       vendor_type                                                                  Hidden field. Add to enum list: “HzLab;HazMat Lab”

       New Fields (Schema changes)
       prob_type               Hazardous Substance                                  lookup into probtype table, filtered by probtype.prob_class =” CB-SUBST”.



                    Project (project) - existing table
                    This table will be used to organize hazmat service requests, activity items, and assessment items into projects


       New Fields (Schema changes)
       Name                    Title in View                                        Usage Comments
       prob_type                          Hazardous Substance                       lookup into probtype table, filtered by probtype. prob_class =” CB-SUBST”.


                    Contacts (contact) - existing table
                    This table will hold contact info for Inspectors and other HAZMAT contacts


       Existing Fields (Schema changes)
       Name                      Title in View                                      Usage Comments
       contact_type                       Contact Type                              Hidden field. Add “HAZMAT;HAZMAT” to enum




Clean Building Functional Specification                                                                               Page 90
                    Problem Type (probtype) - existing table
                    This table will be used to store the different types of hazardous substances to be dealt with (asbestos, lead paint, radon, etc.)

       Name                               Title in View                             Usage Comments

       Existing Fields (Schema changes and add new records)
       prob_type (increase size Hazardous Substance or                              Insert top level ‘HAZMAT-SUB’ entry. Insert the following child entries:
       from 16 to 32, here and   Request Type                                       HAZMAT-SUB|ASBESTOS, HAZMAT-SUB|LEAD-BASED PAINT,
       all FKs)                                                                     HAZMAT-SUB|MOLD, HAZMAT-SUB|RADON, HAZMAT-SUB|AIR
                                                                                    QUALITY. All have prob_class= ‘CB-SUBST’.
                                                                                    Insert top level ‘HAZMAT-ACT’ entry. Insert the following entries: HAZMAT-
                                                                                    ACT|ESTIMATE INSPECTION, HAZMAT-ACT|INSPECT, HAZMAT-
                                                                                    ACT|ASSESS, HAZMAT-ACT|ESTIMATE ABATEMENT, HAZMAT-
                                                                                    ACT|ABATE, HAZMAT-ACT|SURVEILLANCE. All have prob_class= ‘CB-
                                                                                    ACTION’

       New Fields
       prob_class                         Problem Class                             Char(10), UPPER. Used to filter and display only Hazmat types. Enum Values =
                                                                                    “CB-SUBST;Hazmat Substance;CB-ACTION;Hazmat Action’.
       cas_num                            CAS Number                                Char(16), Anychar

       comments                           Comments                                  Varchar(2000), memo


                    Activity Type (activitytype) - existing table
                    This table will be used to store the action item types for hazmat.


       Existing Fields (Add new records only, no schema changes)
       Name                      Title in View                                      Usage Comments
       activity_type                                                                Insert entries (prefix all with HAZMAT - ):
                                                                                    SURVEY (select survey type from prob_type), TASK, VIOLATION, TAKE
                                                                                    SAMPLES, AIR MONITORING, LAB TESTING, DISTURBANCE, INCIDENT,
                                                                                    EVACUATION, QUARANTINE, FINES ASSESSED




Clean Building Functional Specification                                                                                 Page 91
                    Repair Type (repairty) - existing table
                    This table will be used to store the different types responses (abatement) to a hazardous substance

       Name                               Title in View                           Usage Comments

       Existing Fields (Schema changes and add new records)
       repair_type (increase     Hazard Response                                  Make sure to prefix all entries with “CB-“ for filtering. Insert existing
       size from 16 to 32, here                                                   teams_cb_acm_haz_respons table entries:
       and all FKs)                                                               CB-Abate Due to Condition, CB-Abate Prior to Demolition, CB-Abate Prior to
                                                                                  Disturbance, CB-Abate Prior to Renovation , CB-Encapsulation, CB-Enclosure,
                                                                                  CB-Manage In Place, CB-No Response Required, CB-Remove, CB-Repair, CB-
                                                                                  Encasement

       Existing Fields (Title change in View only, no schema changes)
       description                Description


                    Cause Type (causetyp) - existing table
                    This table will contain reasons for surveying and abating.

       Name                               Title in View                           Usage Comments

       Existing Fields (Title change in View and add new records only, no schema changes)
       cause_type                 Abatement Reason                          Insert entries:
                                                                            CB-Condition, CB-Renovation, CB-Demolition, CB-Disturbance, CB-Risk

       Existing Fields (Title change in View only, no schema changes)
       description                Description




Clean Building Functional Specification                                                                               Page 92
                    NEW Tables
                    Hazard Containing Materials (cb_hcm) - new table

                      Fields
                      Name                Title                     Type           Other
                      hcm_id              Material Code             Char[32]       Pkey, UPPER
                      prob_type           Hazardous Substance       Char[16]       Fkey to probtype
                      name                Material Name             Char[64]       desc
                      description         Material Description      Varchar[512]   memo

                    Location of Hazard Containing Materials (cb_hcm_loc_typ) - new table

                      Fields
                      Name                        Title                             Type              Other
                      hcm_loc_typ_id              Material Location Type Code       Char[32]          Pkey, UPPER
                      prob_type                   Hazardous Substance               Char[16]          Fkey to probtype
                      name                        Location Type Name                Char[64]          desc
                      description                 Location Type Description         Varchar[512]      memo


                    Condition of Hazard Containing Materials (cb_hcm_cond) - new table

                      Fields
                      Name                Title                         Type              Other
                      hcm_cond_id         Material Condition Code       Char[32]          Pkey, UPPER
                      prob_type           Hazardous Substance           Char[16]          Fkey to probtype
                      name                Condition Name                Char[64]          desc
                      description         Condition Description         Varchar[512]      memo




Clean Building Functional Specification                                                                       Page 93
                    Classification of Hazard Containing Materials (cb_hcm_class) - new table

                      Fields
                      Name                Title                                   Type             Other
                      hcm_class_id        Material Class Code                     Char[32]         Pkey, UPPER
                      prob_type           Hazardous Substance                     Char[16]         Fkey to probtype
                      name                Classification Name                     Char[64]         desc
                      class_std           Classification Standard                 Char[16]         e.g. EPA, AHERA, etc.
                      description         Classification Description              Varchar[512]     memo

                    Hazardous Materials Units (cb_units) - new table

                      Fields
                      Name                Title                        Type              Other
                      cb_units_id         Units Code                   Char[32]          Pkey, UPPER
                      prob_type           Hazardous Substance          Char[16]          Fkey to probtype
                      name                Units Name                   Char[64]          desc
                      description         Units Description            Varchar[512]      memo


                    Hazard Sample Composition (cb_sample_comp) - new table

                      Fields
                      Name                  Title                             Type               Other
                      sample_comp_id        Sample Composition Code           Char[32]           Pkey, UPPER
                      prob_type             Hazardous Substance               Char[16]           Fkey to probtype
                      cas_num               CAS Number                        Char[16]
                      is_hazard             Is Hazardous?                     Smallint           Enum: 0;No;1;Yes
                      name                  Composition Name                  Char[64]           desc
                      description           Composition Description           Varchar[512]       memo


Clean Building Functional Specification                                                                             Page 94
                    HazMat Hazard Rank (cb_hazard_rank) - new table

                      Fields
                      Name                Title                       Type               Other
                      hcm_haz_rank_id     Hazard Rank Code            Char[32]           Pkey, UPPER
                      prob_type           Hazardous Substance         Char[16]           Fkey to probtype
                      name                Rank Name                   Char[64]           desc
                      description         Rank Description            Varchar[512]       memo


                    HazMat Hazard Rating (cb_hazard_rating) - new table

                      Fields
                      Name                 Title                          Type            Other
                      hcm_haz_rating_id    Hazard Rating Code             Char[32]        Pkey, UPPER
                      prob_type            Hazardous Substance            Char[16]        Fkey to probtype
                      name                 Rating Name                    Char[64]        desc
                      description          Rating Description             Varchar[512]    memo


                    HazMat Hazard Status (cb_hazard_status) - new table

                      Fields
                      Name                 Title                          Type            Other
                      hcm_haz_status_id    Hazard Status Code             Char[32]        Pkey, UPPER
                      prob_type            Hazardous Substance            Char[16]        Fkey to probtype
                      name                 Status Name                    Char[64]        desc
                      description          Status Description             Varchar[512]    memo




Clean Building Functional Specification                                                                      Page 95
                    HazMat Accreditation Types (cb_accredit_type) - new table

                      Fields
                      Name                 Title                                 Type            Other
                      accredit_type_id     Accreditation Type Code               Char[32]        Pkey, UPPER
                      prob_type            Hazardous Substance                   Char[16]        Fkey to probtype
                      name                 Type Name                             Char[64]        desc
                      description          Type Description                      Varchar[512]    memo


                    HazMat Accreditation Sources (cb_accredit_source) - new table

                      Fields
                      Name                  Title                                  Type             Other
                      accredit_source_id    Accreditation Source Code              Char[32]         Pkey, UPPER
                      prob_type             Hazardous Substance                    Char[16]         Fkey to probtype
                      state_id              State Code                             Char[4]          Fkey to state
                      name                  Source Name                            Char[64]         desc
                      description           Source Description                     Varchar[2000]    memo


                    Hazmat Professionals and Accreditation (cb_accredit_person) - new table
                    This table contains accreditation information for hazmat professionals: inspectors, management planners, project designers, abatement workers, etc.


                      Fields
                      Name                             Title                                        Type               Other
                      person_id                        Person Code                                  Char[35]           Pkey, UPPER
                      contact_id                       Contact Code                                 Char[32]           Fkey (Contacts)
                      em_id                            Employee Code                                Char[35]           Fkey (em)
                      vn_id                            Vendor Code                                  Char[35]           Fkey (vn)
                      prob_type                        Hazardous Substance                          Char[16]           Fkey to probtype
                      accredit_type_id                 Accreditation Type                           Char[32]           Foreign key (cb_accredit_type)

Clean Building Functional Specification                                                                             Page 96
                      accredit_source_id   Accreditation Source          Char[32]         Foreign key (cb_accredit_source)
                      cert_num             Accreditation Certificate #   Char[32]
                      lic_num              Accreditation License #       Char[32]
                      insp_num             Inspector #                   Int
                      date_accredited      Date Accredited               Date
                      date_expire          Date Accreditation Expires    Date
                      doc                  Document                      Char[64]         Document management field
                      comments             Comments                      Varchar[2000]    memo




Clean Building Functional Specification                                                  Page 97
                    Hazmat Samples (cb_samples) - new table
                    This table contains information on samples of hazardous materials taken by inspectors for lab analysis. This will be a copy of the existing TEAMS
                    CB module table, teams_cb_acm_samples.

     Field Name                Data       A/FM         Allow   Default   Enum List       Fields to   Multi-Line Heading             Pkey   Size   String    Validating
                               Type       Type         Null    Value                     Validate                                                 Format    Table

     activity_log_id                                   No                                            Assessment ID                  0                       activity_log
     date_analysis             Date       None         Yes                                           Date of Analysis               0      8      AnyChar
     analysis_requested        Char       None         Yes                                           Analysis Requested             0      50     AnyChar
     analyst_name              Char       None         Yes                                           Lab Analyst Name               0      50     AnyChar
     date_collected            Date       None         No                                            Date Collected                 0      8      AnyChar
     date_received             Date       None         Yes                                           Date Received                  0      8      AnyChar
     lab_id                                            Yes                               lab_id      Lab ID                         0                       vn
     lab_log_num               Char       None         Yes                                           Lab Log Number                 0      50     AnyChar
     requested_by              Char       None         Yes                                           Requested By                   0      50     AnyChar
     sample_loc                char       None         Yes                                           Sample Location                0      64     AnyChar
     sample_prefix_nu          Char       None         Yes                                           Sample Prefix Number           0      50     AnyChar
     m
     sample_archive            smallint   None         No      0         0;No;1;Yes                  Archived Sample                0      1      Numbers
     sample_code               Char       None         No                                            Sample Code                    0      25     AnyChar
     sample_type               Char       None         No                Air;Surface;B               Sample Type                    0      16     AnyChar
                                                                         ulk

     sample_desc               Char       None         Yes                                           Sample Description             0      64     AnyChar
     sample_doc                Char       Document     Yes                                           Document                       0      64     AnyChar
     sample_id                 Integer    Calculated   No      AUTOI                                 Sample ID                      1      10     Numbers
                                                               NCR

     sample_loc_code           Char       None         Yes                                           Sample Location Code           0      25     AnyChar


Clean Building Functional Specification                                                                                   Page 98
                    Hazmat Sample Lab Results (cb_sample_result) - new table
                    This table contains information on laboratory results for samples of hazardous materials taken by inspectors.

                    Field Name            Data          A/FM       Allow   Deci   Default    Enumeratio      Multi-Line               PKey   Size   String    Validating
                                          Type          Type       Null    mals   Value      n List          Heading                                Format    Table
                    sample_comp_id        Char          None       No      0                                 Composition              0      50     AnyChar   cb_sample_comp

                    cb_units_id           Char          None       No      0                                 Units                    0      50     AnyChar   cb_units

                    qualifier             Char          None       No      0      =                          Qualifier                0      1      AnyChar
                                                                                             =;=;>;>;<;<;R
                                                                                             ;Range

                    result_1              Numeric       None       No      8                                 Result                   0      20     Numbers

                    result_2              Numeric       None       Yes     8                                 Result 2 (If Range)      0      20     Numbers

                    result_id             Integer       Calculat   No      0      AUTOINC                    Result ID                1      10     Numbers
                                                        ed                        REMENT

                    sample_id             Integer       None       No      0                                 Sample ID                0      10     Numbers   cb_samples

                    This is a copy of the existing TEAMS CB module table, teams_cb_acm_sample_rslt.
                    1.   Remove “teams_” prefix from field names.
                    2.   Rename composition to hcm_samp_comp_id and change FK to cb_sample_comp
                    3.   Rename material_units to cb_units_id and change FK to cb_units
                    4.   Change sample_id to FK on cb_samples.sample_id

                    Hazmat Service Request Locations (cb_hcm_loc_typ_chk) - new table
                    This table contains the specific locations that should be checked for hazardous materials for a given action item or service request.


                      Fields
                      Name                          Title                             Type          Other
                      hcm_loc_typ_id                Material Location                               PK, Fkey (cb_hcm_loc_typ)
                     activity_log_id        Item ID                                    PK, Fkey (activity_log)
                    This is a copy of the existing TEAMS CB module table, teams_cb_wo_chk_asb. Changes:
                    1.   Remove “teams_” prefix from field names.
                    2.   Rename wo_id to activity_log_id and change FK to activity_log. activity_log_id

Clean Building Functional Specification                                                                                            Page 99
                    3.   Rename acm_rm_loc to hcm_loc_typ_id and change FK to cb_hcm_loc_typ
                    Hazmat Rooms (cb_hcm_places) - new table
                    This table contains the buildings, floors, and/or rooms that should be checked for hazardous materials for a given action item or service request. For
                    assessment items, contains the other floors and rooms, if any, affected by a hazard assessment item.



                      Fields
                      Name                 Title                             Type                    Other
                      hcm_places_id        Affected Place ID                 AUTOINCREMENT           PK
                      bl_id                Building                                                  Fkey ( bl), Not Null
                      fl_id                Floor                                                     Fkey (fl)
                      rm_id                Room                                                      Fkey (rm)
                      activity_log_id      Item ID                                                   Fkey (activity_log), Not Null
                     comments             Comments                      Varchar[2000]         memo
                    Table above is a copy of the existing TEAMS CB module table, teams_cb_wo_locs. Changes:
                    1.   Remove “teams_” prefix from field names.
                    2.   Rename wo_id to activity_log_id and change FK to activity_log. activity_log_id. Remove PK.
                    3.   Change fl_id and rm_id from not null to null.
                    4.   Remove PK from bl_id, fl_id, and rm_id
                    5.   Add field cb_hcm_places_id, auto number PK.
                    6.   Add field comments.




Clean Building Functional Specification                                                                              Page 100
     Comparison to Existing Activity
     Summary
                    The existing TEAMS activity, Clean Building, was designed for the very specific needs of one
                    customer, and is focused solely on tracking Asbestos. The functionality and interface of the activity is
                    very narrowly focused on the minimal requirements of one customer. Therefore, this new activity is
                    designed mostly from the ground up, borrowing domain and functional concepts from Clean Building,
                    in order to address the general needs of HAZMAT management.

     Comparison Table
                    The functional and technical differences between the existing and new activities include:


                    Clean Building                                        Yalta12 Clean Building
                    Focused only on Asbestos                              Generalized to track and manage any hazardous
                                                                          substance, such as asbestos, radon, mold, air
                                                                          quality contaminants, etc.

                    Basic functionality and forms geared to simply        Functionality and forms for managing the full
                    recording asbestos survey information                 spectrum of the business process for hazmat
                                                                          management

                    Does not separate tasks into roles, only processes    Tasks and processes organized into clearly defined
                                                                          roles

                    Only 3 very basic reports, of which there is only 1   A rich set of operational, management, and
                    report for hazmat results                             graphical reports.

                    Cumbersome user interface with view 1.0 forms         Uses view 2.0 format with a richer and intuitive
                    and navigation                                        interface

                    No support for project management                     Integrated with Web Central standard Project
                                                                          Management, allowing hazmat management
                                                                          initiatives to be organized and managed under
                                                                          dedicated projects.

                    No support for cost tracking                          Uses Web Central standard cost fields to track
                                                                          hazmat abatement costs

                    Uses custom tables for tracking survey items and      Uses standard Environmental Sustainability
                    work orders                                           schema for tracking survey items and service
                                                                          requests




Clean Building Functional Specification                                                                              Page 101
     TBD Items
                       These are functional items for further consideration/analysis. Some or all of them may be ultimately
                       included in this spec, or left for a future version.
                       1.   Generate action items, service requests and/or assessment items from previous project – In order
                            to perform a surveillance or re-inspection, copy from a past project and link new items to the old
                            items.


                       2.   Support for HazMat in Equipment. If will not be included in this release, then should remove the
                            EQ related BPO tasks.

                       3.   Links to other TEAMS activities.

                       4.   Further research on common hazardous substances other than Asbestos (such as Mold, Lead
                            Paint, Radon), to provide sample background data applicable to each of those hazards, and any
                            additional fields for specialized data requirements.




Clean Building Functional Specification                                                                               Page 102
     Glossary




Clean Building Functional Specification   Page 103
     ES: Web Central Environmental Sustainability activity.




Clean Building Functional Specification                       Page 104
     HazMat: Hazardous Materials (e.g. Asbestos, Mold, Radon, Lead-
     Based Paint, etc.)




Clean Building Functional Specification                         Page 105
     EPA:




Clean Building Functional Specification   Page 106
     The Environmental Protection Agency, a U.S. federal agency that
     writes and enforces hazardous materials regulations.




Clean Building Functional Specification                          Page 107
     NESHAP:




Clean Building Functional Specification   Page 108
     The National Emission Standards for Hazardous Air Pollutants, an
     EPA regulation which governs asbestos and other hazardous
     materials.




Clean Building Functional Specification                          Page 109
     AHERA




Clean Building Functional Specification   Page 110
     Asbestos Hazard Emergency Response Act, an EPA regulation
     which governs asbestos in primary and secondary schools.




Clean Building Functional Specification                      Page 111
     ASHARA




Clean Building Functional Specification   Page 112
     Asbestos School Hazard Abatement Reauthorization Act, an EPA
     regulation which strengthens AHERA and extends asbestos
     certification requirements to cover public and commercial
     buildings.




Clean Building Functional Specification                       Page 113
     OSHA




Clean Building Functional Specification   Page 114
     Occupational Safety and Health Administration, a U.S. federal
     agency responsible for worker protection. OSHA writes and
     enforces many hazardous materials regulations.




Clean Building Functional Specification                              Page 115
      Friability




Clean Building Functional Specification   Page 116
     The ability of a solid substance to be pulverized or crumbled with
     little effort. With respect to asbestos, the EPA defines friable
     asbestos as: Any material containing more than 1 percent
     asbestos as determined using Polarized Light Microscopy (PLM)
     that, when dry, can be crumbled, pulverized, or reduced to powder
     by hand pressure.




Clean Building Functional Specification                           Page 117
     CAS Number




Clean Building Functional Specification   Page 118
     CAS Registry Numbers are unique numerical identifiers assigned
     by the "Chemical Abstracts Service" to every chemical described
     in the open scientific literature (currently including those
     described from at least 1957 through the present) and including
     elements, isotopes, organic and inorganic compounds,
     organometallics, metals, alloys, coordination compounds,
     minerals, and salts; as well as standard mixtures, compounds,
     polymers; biological sequences including proteins & nucleic
     acids; nuclear particles, and nonstructurable materials (aka
     'UVCB's- i.e., materials of Unknown, Variable Composition, or
     Biological origin).[2] They are also referred to as CAS RNs, CAS
     Numbers, etc. The Registry maintained by CAS is an authoritative
     collection of disclosed chemical substance information. Currently
     the CAS Registry identifies more than 56 million organic and
     inorganic substances and 62 million sequences, plus additional
     information about each substance; and the Registry is updated
     with an approximate 12,000 additional new substances daily.




Clean Building Functional Specification                          Page 119

				
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