Panel and asset details
Customer, site, panel reference, physical location and system description are shown clearly before protected records are opened.
Real customer installation
Six live BMS panel portals for Synergy Design and Control.
Royal Eden Docks is a genuine working installation showing how separate panels can each have their own approved records, access controls and change history while remaining organised under one customer and site.
Royal Eden Docks
One project, six panels and one organised live structure.
Each panel has its own Asset Portal rather than every document being placed into one large shared folder. The portal identifies the exact panel, its location and the system it serves before the engineer opens the protected records.
This gives Synergy and the engineers working on the site a clear route to the information for the panel in front of them. It also gives the office a practical way to view the same current approved records remotely.
6Individual panel portals
2Separate access levels
1Managed customer and site structure
What each portal can contain
The records stay connected to the correct panel.
Each Asset Portal can hold the documents and information relevant to that individual panel, rather than leaving engineers to search through a general project folder.
Current approved documents
Drawings, O&M manuals, point schedules, control information, commissioning records and other approved files can be organised into clear sections.
Restricted technical records
Sensitive information such as electrical schematics, Bill of Materials or detailed BMS records can be placed behind the separate Restricted BMS PIN.
Contacts and support
The correct BMS access contact, technical contact and portal support route can be shown against the asset rather than stored in a separate contact list.
Engineer change submissions
An engineer can submit a change from site. The submission is received for review and does not automatically alter the official record.
Approved change history
Once reviewed and approved, the change can be added to the official history so there is a clear record of what changed and when.
Live office access
The same live portal can be opened from Synergy’s office or the customer’s office.
A direct live link can be supplied for each panel portal. Synergy, the customer or an authorised facilities team can open the same current portal information from an office computer without needing to scan the physical QR code. The office can also submit a change directly if an engineer has forgotten to record an update before leaving site.
The link can also be added to a BMS graphic page. An engineer or office user can select the correct panel on the head-end graphic and jump directly to that panel’s live Asset Portal, including its approved records and change history. This helps capture missed updates quickly and can avoid arranging an unnecessary return visit simply to report a change.
From the panelScan the engraved QR plate on site.
From the BMS head-endOpen the supplied portal link from the relevant graphic page.
From the officeUse the direct live link for remote checks, support and submitting a missed change.
Missed update recoveryIf an engineer forgets to submit a change, the office can enter it later and send it for review, helping avoid a return visit.
One live sourceSite and office users view the same current approved portal information.
Managed service
The portal is maintained, not simply handed over and forgotten.
When approved information changes, the live portal can be updated without replacing the physical QR plate. Current documents stay clear, older versions remain traceable and the portal continues to point to the same panel.
1
Information supplied
Synergy or the authorised customer supplies the approved document or change information.
2
Checked and organised
The information is reviewed, named properly and placed against the correct panel and document section.
3
Live portal updated
The current portal is republished while the physical QR plate and direct office link remain unchanged.
4
History retained
Older versions and approved changes remain available through the revision and change-history structure.
Result
A practical record around each panel, accessible from site and the office.
The Royal Eden Docks installation demonstrates the core purpose of Asset Portal: keeping the right approved information connected to the correct asset, while giving both site engineers and office teams a straightforward way to reach it.
Discuss a panel rollout