1. Site basics
- Site name and town
- Building type and main use
- Normal occupied hours
- Urgency and access restrictions
Free BMS evidence checklist
BMS health-check checklist
Use this one-page checklist before requesting a BMS health check, energy review or remote support session. It helps collect the evidence needed to make the first call useful.
2. BMS platform
- Trend, Tridium/Niagara, Siemens or other
- Controller/station names if known
- Remote access route or site-only access
- Screenshots of the affected pages
3. Comfort evidence
- Areas too hot or too cold
- Setpoints and actual temperatures
- Sensor locations or suspected calibration issues
- Dates/times when complaints happen
4. Energy evidence
- Meter readings or exports
- Opening hours versus plant runtime
- Weather or degree-day context if available
- Known early starts, run-ons or weekend operation
5. Alarm and trend evidence
- Alarm export or screenshots
- Nuisance alarms versus critical faults
- Relevant trend logs
- Point names that are confusing or wrong
6. Desired outcome
- Lower energy waste
- Comfort improvement
- Alarm reduction
- Cleaner graphics, report or action plan
Ready to use this on a real site?
Request a BMS health-check quote