Documents
Versioned document control linked to buildings, equipment, contracts and tasks. Revisions, approvals and expiry are first-class — perfect for audits and AI semantic search.
Functional areas this module covers.
Document registry
All document types with classification, owner and effective date.
Revision control
Numbered revisions with diff metadata and approval history.
Linking & attachment
Many-to-many links to buildings, equipment, tasks and contracts.
Certificates & expiry
Compliance certificates with expiry tracking and renewal workflow.
1 core table documented in detail.
Unlocked by the depth of this module's schema.
Semantic search
Query manuals, drawings and SOPs in natural language with embeddings.
Expiry alerting
Surface certificates approaching expiry by building and asset criticality.
Drawing-to-asset linking
Auto-link uploaded drawings to the assets and spaces they depict.
Sample queries an AI agent can resolve against this module.
“Show certificates expiring in the next 60 days for the Toronto portfolio.”
“Which O&M manuals are missing for critical equipment?”
“Find the fire-alarm commissioning report for Building 2.”
Pre-built summary views and the metrics teams track.
Summary views
- Monthlymonthly_document_summaryDocument revisions and approvals.
- Quarterlyquarterly_compliance_document_summaryCompliance coverage by document type.
Key KPIs
- Compliance coverage% of required documents present and current.
- Expiry pipelineCount of documents expiring in the next 30/60/90 days.
- Revision velocityTime from revision draft to approval.
Where this module connects across the platform.