5 Core Report Types

From "what permit was filed" to "are we insurable."

Each of the 5 report types asks a distinct causal question. Together, they produce your Onboarding Score — a 0–100% insurance-grade readiness number.

REPORT 1 OF 5

Operational Readiness

Are you in control — and can you prove it?

Control Coverage25%

Can the team locate, access, operate, and isolate this asset?

SOP Execution30%

Are SOPs documented and executed with time/user-attributed proof?

Dependency Awareness20%

Do we know what feeds this asset and what it feeds?

Response Readiness25%

Can the team act and recover in an emergency?

Real-World Scenario

A fire pump room loses power. Can your team prove they knew the interdependencies, had a current emergency SOP, and isolated the system per procedure — all before the claim is filed?

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REPORT 2 OF 5

Risk Causation

What is actually creating risk in your building?

Maintenance Currency25%

Is required maintenance current and verified with proof?

Evidence Integrity20%

Is there documented proof — or just verbal claims?

Aging Conformance15%

Is the asset within service life and rated spec?

Dependency Exposure20%

Are downstream impacts of failure mapped and known?

Emergency Preparedness20%

Are isolation and restoration procedures verified and current?

Real-World Scenario

A chiller fails and causes a $2M loss. The insurer asks: when was it last serviced? Who did it? Was it within service life? Can you prove it? Risk Causation tells you before the question is asked.

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REPORT 3 OF 5

Warranty Protection

Are your warranties valid — and provable?

Interval Compliance30%

Required maintenance intervals met per manufacturer spec?

Authorized Service20%

Service performed by approved/licensed providers?

Documentation25%

Records sufficient to file and defend a warranty claim?

Operating Conditions15%

Asset operated within manufacturer-rated conditions?

Parts Integrity10%

OEM parts and configuration preserved from commissioning?

Real-World Scenario

A mission-critical UPS fails 18 months after install. The manufacturer denies the warranty claim — unauthorized service provider, incorrect battery replacement. Warranty Protection catches this at 6 months.

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REPORT 4 OF 5

Evidence & Compliance

Can you prove what you've done when it matters?

Inspection Records30%

NFPA / AHJ inspection coverage current and complete?

SOP Logs25%

Time/user-attributed SOP execution logs present?

Media Evidence15%

Photos, IR scans, or sensor logs attached to events?

Code Alignment30%

NFPA 25/72, IBC, ASHRAE code alignment documented?

Real-World Scenario

A building department conducts an unannounced audit of your fire suppression inspection records. NFPA 25 requires quarterly inspections documented with technician ID and findings. Can you pull it in 5 minutes?

REPORT 5 OF 5

Asset Intelligence

Do you truly understand what you own?

Identity Completeness25%

Make/model/serial/equipment tag captured and verified?

Location Specificity15%

Asset floor/room/zone resolved to a specific location?

Dependency Mapping25%

Fed-from and fed-to relationships documented?

Obligation Coverage20%

Required SOPs and maintenance schedules attached?

Evidence Attached15%

At least one document linked to this asset?

Real-World Scenario

Due diligence for a $45M commercial acquisition. The buyer's engineer asks for a full MEP asset list with serial numbers, locations, and service histories. Asset Intelligence tells you exactly where you stand in 60 seconds.

Run all 5 and get your Onboarding Score.

Access Platform →See Scoring Model →