Setup
You will need the ESMs module turned on in your workspace. If you do not see this in your main menu, reach out to [email protected].
You will also need the following permissions in your security group:
Can change site configuration settings.
Can configure the asset library.
Can view property list page.
Can view property.
Can create assets.
Can update and archive assets.
Click here to learn about permissions and security groups.
Essential Safety Measures (ESMs) are features in a building that must be maintained to ensure the safety of occupants during emergencies, and are separate from the assets on the property.
How to add an ESM to a property
Navigate to Customer Data > Properties and View a property.
Open the ESMs tab and click + Create ESM. To add several ESMs at once, click Load Preset instead (see Apply an ESM preset to a property).
Select the Type and the Contractor (defaults to the Default Contractor representing your company). Use the Set… links to add any optional details, then click Create — or Create and add another.
Additional options (the "Set…" links)
Overwrite label: Leave blank to auto-generate the label from the ESM type, or enter a value to override it.
Set additional elements: Add the additional elements that make up this ESM.
Set contractor details: Add a contractor note and reference for the ESM.
Set tags and visibility: Tag the ESM and control whether it is visible on the Customer Portal and reports.
Change applicable standards: Set the Standard of Maintenance, Installation and Performance for this ESM. If left unchanged, these default from the ESM type.
Set internal note: Add a note for internal communication or reference.
How to create an ESM type
To create an ESM type, expand the Essential Safety Measures section when creating an asset type and tick the Essential Safety Measure field.
Available fields on an ESM type
Essential Safety Measure: Marks this asset type as an Essential Safety Measure. ESMs are displayed separately from assets.
Default Standard of Maintenance, Default Standard of Installation and Default Standard of Performance: If completed, an ESM on the property inherits these.
Standard excerpt: Additional information or excerpts from the standard.
How to configure ESM presets
What are ESM presets?
ESM presets let you group multiple Essential Safety Measures together and apply them to properties in bulk. This saves time when working with similar properties that require the same set of ESMs.
When to use ESM presets:
You manage multiple properties with identical ESM requirements (e.g., schools, aged care facilities, or office buildings).
You need to quickly set up ESMs for new properties.
You want to ensure consistency across similar property types.
Example: A university, elementary school, and daycare may all require the same ESMs under the same standards. Instead of adding each ESM individually to every classroom or building, create a preset once and apply it to all similar properties.
Create or edit an ESM preset
Navigate to Control Panel > Asset Types.
Click Configure ESM presets.
Click + Create to make a new preset, or click Edit on an existing preset.
Complete the fields:
Name: Give your preset a clear, descriptive name (e.g., "School Classroom ESMs" or "Office Building Standard").
Items: Search for and select the ESM types to include. Add them by double-clicking or by selecting them and clicking Add to selected.
Click Save Preset.
Create multiple presets for different property types, and review them regularly so they reflect current compliance requirements.
Apply an ESM preset to a property
Navigate to Customer Data > Properties and select the property.
Open the ESMs tab.
Click Load Preset.
Select the preset you want to apply, then click Load preset.
All ESMs from the preset are added to the property in one step. You can then customise individual ESM details (such as location, contractor, or standards) as needed.
Loading a preset does not overwrite existing ESMs on the property — it only adds the ESMs from the preset.
Recommended steps
◀ Previous | Next ▶ |
|