Hello there đź‘‹
If you’re reading this then you’re well on your way to functionally testing your building. To get started, enter the main FTT page from the left sidebar on KODE OS. In the 3 dots, you will see projects.
FTT Projects are a new concept with this release. The idea is to create a Functional Testing Project that spans the entire building, multiple floors, and usually takes place over several days, weeks or months. In the past, you had to individually schedule floors or batches of devices, FTT Projects now automates this.
Creating a Project
Step 1: Select your Building
Note this is automatically complete if you are scheduling FTT from within the building.
Step 2: Select Workflow and Parameters
Workflows
The next step in creating your FTT Project is to choose your desired testing workflow. The most common workflows are listed below and test your equipment for their heating, cooling, and damper operation.
See below the different workflows:
FCU |
Cooling Operation (NEW!) Heating Operation (NEW!)
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Parameters
Each workflow comes with parameters that can be adjusted by YOU to modify the success criteria and max time limits for the test. Check our workflow and parameter tuning guide here.
For this guide, we will use the VAV Stuck Damper Test as our example and we will demonstrate enabling an ongoing commissioning use case across the entire building.
Step 3: Select Devices
Select the devices you wish to test during the project. In our example, we will select all devices as this is the most common use case.
Step 4: Set Schedule
This step is all about setting the schedule for your FTT project. The below image highlights a configuration for our most common example - Annual Heating Testing on a Floor Weekly Testing, Friday’s at 3pm.
We will provide a brief explanation of all the selections in this section: Schedule Project, Group By, Date, Time, Test Frequency, Recurring Options and Schedule Preview.
Set Project |
Now | Use this if you want to finalize the schedule now. |
Decide Later | Use this to select the workflow, set parameters, but finalize the schedule later. This option will be common during the deployment phase and will come back after talking to the end user / client about the preferred schedule. |
Group By - There are 3 options to group the tasks in your FTT Project. |
By Floor | This option will test one floor per commissioning day and work from bottom to top throughout the building.
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By Count of Devices | This option allows you to say, I want 5, 10, 50 devices a day. They will be picked from floors starting from bottom to top. This can be helpful if you know you want to commission the building in a 3 month period and calculate the number of devices you need to run per day / week to achieve your target. |
By None | This option will include all the devices you selected into a single group. There will be one testing period. This option is useful if you are testing a very specific floor or set of devices.
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Date |
The start date of the project. Tests will occur on or after this date according to your other configurations on this page and as presented in the table below. |
Time |
This is the time you want Functional Testing to start. The most common options for commercial real estate are when equipment is running at steady state such as daily at 3pm or on lower occupancy times such as Monday, Friday late afternoon. |
Test Frequency: Test Every & Test on Day |
This allows you to determine the testing cadence for your project. Once all the fields are specified, you will see an exact preview of your options presented below. |
Recurring |
Simple Recurrence | This is the default setting when you check the recurring box, but do not enable advanced scheduling. Simple Recurrence will start a new project as soon as the current project completes. The next task will follow the day of week and time period dictated by the test frequency.
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Advanced Scheduling - From Project End Date | Users can choose to start the next project X weeks or months after the end of the existing project. This allows you to schedule the “gap” between testing cycles. |
Advanced Scheduling - From Project Start Date | Users can choose to start the next project X weeks, months, or years after the start date of the current project. This is easy for buildings that want to test every 1, 3, 6, 12 months. Note: There is logic validation here that will prevent you from scheduling the next recurrence before the current project ends. |
Ends | Never or After - Let’s you choose how many times the project will recur. |
Schedule Preview |
Definition | This is a preview of your FTT Project Schedule after you have selected scheduling options. |
Task Names | Tasks are automatically named as the floor or group and if you assigned a date.
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Task Reordering | You can re-order the tasks by grabbing the dots on the left hand side. |
Task Editing | You can edit the task to change parameters, device selection, or users.
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Step 5: Details & Notify Users
Final Steps of Project Creation |
Project Name | Common Names for FTT projects describe the entire scope such as Spring FCU Heat, Summer Damper Operation, Annual AHU Damper Operation, Weekly VAV Damper Testing.
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Description | The description has an auto-generate button which will use details from your project schedule to create a descriptive summary of the test. Feel free to write your own! |
Max Simultaneous Tests | This is an adjustable value between 1 -5. This determines how many devices can be tested simultaneously within a single task. |
Reason & Specific Reason | Reason & Specific Reason is an opportunity to log why you have created this project. The most common reason is scheduled testing. |
Notify Users and Roles | Pick Specific Users to be notified after each round of testing with a link to the results. Pick a role to be notified. Most Commonly the Engineering Role is being notified.
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Save | Click Save! You will see a preview of your project and all the schedule dates. |
Edit an Existing Project
Since projects often extend over weeks or months, it's natural to periodically check on their progress. As time progresses, you'll observe statuses turning green, track average scores for each task, and easily identify milestones like testing 100 devices or scheduling specific floors.
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Let’s cover the options available to edit an existing project.
Editing Options from Selecting Tasks |
Run & Keep | This will run a task immediately, but keep the scheduled date. The equipment in this task will be tested twice if you use this option. |
Run | This will run a task immediately and change the schedule date and time to the moment you click run. After you run this task it status updates to execute. This means for recurring projects it won’t execute again. |
Deactivate | This can be used to cancel a specific task. You might want to use this if you have construction work planned on a floor and it’s no longer relevant to test. |
Activate | No worries if you deactivate a task, you can always reactivate it. |
Stop | If a task is in progress and you want to stop it for any reason this will allow you to do so. |
It’s important to note that for recurring projects, tasks apply to all future iterations of the project as well. If you stop or run a task, that means it will stay stopped on the next project.
There are 4 more buttons on this page.
Edit - This will give you access to all the configuration options you had when creating the project. The only difference now is that you can’t remove devices that have already had tasks executed.
Schedule - This is faster than editing the whole project and allows you to quickly adjust the schedule.
Open Task & Last Occurrence - Open task will open a dedicated page to viewing results of that task. This is a great way to review the tests and failures on a specific floor or group. Last Occurence is a short cut to the previous task results.
Devices - The devices tab allows you to see all the results across the entire project. The charts up top act as cross filters allowing you to quickly identify all devices that had a success, failure, or archive in that project.
FTT Best Practices
Now that you have an end to end walkthrough on how to use the software, you’re ready to start scheduling FTT to commission your building. Below are our best practices and strategies for testing. Feel free to give them a try or to create your own!
1. Create Projects that span cooling and heating season |
VAV Damper Operation FCU Cooling
VAV - Induced Heating FCU Heating
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2. Run these tests weekly, in the late afternoon, on low occupancy days. |
This is the ideal testing window because: Weekly creates a reasonable workload and cadence for operators to review results. Running in the late afternoon ensures equipment is at steady state compared to running during startup. Late afternoon and low occupancy days minimize impact on tenants. Running during hours when equipment is already scheduled is more energy efficient than starting equipment in the middle of night for testing.
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3. Test 10 devices a day in the late afternoon |
Another popular option is to test a certain number of devices every day / multiple times a week. Testing 10 devices a day typically takes less than 30 minutes. This can be scheduled for late afternoon like 4 or 5pm and quickly test all equipment in the building. |
4. Make your projects recurring |
Recurring projects are very powerful as it leads to continuous commissioning of your building systems. It’s common to set these up for annual testing around heating and cooling season or to do year round continuous testing. |