Asset Surveys with PM Procedure Setup

Professional Services

Follett’s Asset Surveys and PM Setup for K-12 Schools gives districts a clear, accurate picture of their facilities by capturing complete facility asset data. With this foundation, you can streamline Preventive Maintenance procedures, extend equipment life, and reduce long-term costs—all while improving overall school facility management services.

Man holding tablet completing Asset Survey

Benefits of recurring PM Work Orders based on accurate facility asset data

Benefits of a timely accurate Standard Facility Asset Survey include:

  • Increase equipment reliability and longevity
  • Improve safety and compliance
  • Reduce expenses
  • Improve planning and resource allocation
  • Reduce environmental impact
  • Improve community and tenant satisfaction

Get a Reliable Baseline of Facility Asset Data

Standard Facility Asset Survey Package

Our Professional Services team works as an extension of your staff to conduct detailed onsite surveys across more than 55 essential facility asset categories, organized within six major system areas.

Each survey delivers verified facility asset data, captured directly on digitally stamped floor plans using Follett Facilities Drawings. This ensures your information is instantly available in Follett Work Orders for easy integration into daily operations.

For every asset, we document critical details such as location, make, and model, along with equipment photos and manufacturer tag images—providing the complete baseline you need to streamline Preventive Maintenance procedures and strengthen your school facility management services.

ML Pro Services standard facility asset examples
  • Architectural including elevators, exterior and overhead doors, and roof access.
  • Mechanical including air handling and rooftop units, chillers, and split units.
  • Electrical including breaker panels, meters, emergency lighting, and transformers.
  • Plumbing including drinking fountains, Fire Dept. connections, and sump pumps.
  • Technology including Door-access card readers, video surveillance camera, and network racks.
  • Furniture, Fixtures and Equipment including AEDs, fire extinguishers, and First Aid Stations.

Extend systems’ lives with automated PM procedures

Standard Facility Asset Survey Package

Once your facility assets are surveyed, Professional Services staff will setup related Preventive Maintenance procedures in your Work Orders account.

These PM procedures use industry-standard, step-by-step process checklists to assist in the compliance of product service, warranty, and other needs. We can then work with you to get the PMs assigned to specific staff or contractors at required service intervals.

​Automating your Preventive Maintenance Work Orders helps extend systems’ lives, increases uptime, and improves building tenant satisfaction.

Turn Facility Asset Data Into Actionable Results

Reap the benefits of a digital PM solution

Want to see how districts turn survey results into actionable improvements? Download our ‘Assets to Actions’ ebook to explore strategies for maximizing the value of your data.

From Assets to Actions eBook

Learn about our specialized facility Technology Planning services.