Glossary

Every Aevy term in one line, linking the guide that covers it. The core concepts guide holds the same tour in prose. See best practices for how the terms anchor to the ISO and EN standards they come from.

Activity	Activity is the audit trail on every record (the ISO 15489 term): who did what, when, including Aevy’s own actions. See activity log and comments.
Asset	An asset is a single renewable energy project (solar, wind, storage, EV charging, or a combination): the base everything else attaches to. See getting around.
Bulk update	A bulk update sets one field on up to 100 selected tasks, findings, or events at once, from the table’s own cell editors. See bulk updates.
Classification	A classification is the type, subtype, and scope on every document (for example, Contract, Amendment, EPC), plus its signature state. See documents.
Comment	A comment is a note on a record, in the same feed as its history. It takes mentions. See activity log and comments.
Company	A company is an organization involved with an asset. It groups its contacts. See contacts and companies.
Component	A component is a part inside a system (a gearbox, an inverter), where inspections and findings apply. See systems and components.
Confidence	Confidence is Aevy’s estimate of how well the document supports a suggestion: a prompt for attention, not a verdict. It shows under Why? on a suggestion. See suggestions.
Contact	A contact is a person tied to an asset or company, with the details to reach them. A category names what they do for you. See contacts and companies.
Defect	A defect is the finding type for a physical fault on the equipment: broken, worn, or out of spec (ISO 9000’s defect, EN 13306’s fault). See findings.
Display options	Display options is the panel behind the sliders button on a table. It sets how the table is drawn (for example a list, cards, a timeline, or a map), what it is grouped by, and which columns show. See grouping.
Document	A document is any file kept against an asset, added by sync (no upload step), read, classified, and tracked through processing. See documents.
Event	An event is something happening on an asset on a date, with a start, an end, and a status: the event-record shape of ISO 14224. See events.
Extracted fact	An extracted fact is a structured value pulled from a document (a fee, a date, an insured sum), always linked to its source line. See lineage.
Finding	A finding is something wrong on an asset, tied to its system or component, with severity and a status from report to resolution. Called a punchlist item or a risk before July 2026. See findings.
Getting to know you	Getting to know you is the introduction Squirrel gives on your first visit. It asks about your role and the assets you look after, and saves the answers to Squirrel’s memory. See getting to know you.
Home	Home is the page Aevy opens on: your own dashboard of sections, across all your assets or narrowed to one. Only you see your layouts. See Home.
Inbox	The inbox is where changes to the records you follow collect, with an unread count on its button at the top of the sidebar. See notifications and inbox.
Mention	A mention names a specific record, teammate, or Squirrel in a sentence. Type @ to add one. See mentions.
Mode	A mode is the lens you work through (Asset Management, Due Diligence, Owner). It decides which pages the sidebar lists. See core concepts.
Obligation	An obligation is something a contract, another agreement, or a regulation requires, tracked on its own cadence. Unmet means non-compliance (ISO 37301’s compliance obligation). Labeled a requirement before July 2026. See obligations.
Obligation cycle	An obligation cycle is one turn of an obligation’s cadence: the tasks its steps produce, created ahead of the due date. It ends with the fulfillment count that closes it. See obligations and tasks.
Organization identifier	An organization identifier is the short name for your company that you type at login. It routes you to your own identity provider. See logging in.
Pinned document	A pinned document is one kept one click away on its asset and under the Pinned filter. See favorites and pinning.
Pinned page	A pinned page is a page kept as an icon on the Browse all line in your sidebar, one click from anywhere. Only you see your pins. See getting around.
Related documents	Related documents are the version and relation links between documents: superseded, duplicate, amendment, appendix. See documents.
Risk	A risk is the finding type for an exposure rather than a breakage: a gap or a liability that could cost you later. See findings.
Saved view	A saved view is a named set of folders, filters, columns, grouping, and display kept along the top of a table. You can star one into Favorites. See filtering tables.
Search	Search finds a record, saved view, or page by name from any screen. Open it with Cmd+K, or Ctrl+K on Windows. See search.
Source (of documents)	A source is a SharePoint site Aevy syncs documents from, read-only, granted site by site. See how your data gets in.
Squirrel	Squirrel is the AI asset manager in the chat panel. It answers from your data, cites sources, and proposes work as suggestions. See Squirrel.
Squirrel memory	Squirrel memory is what the assistant keeps between chats: corrections, preferences, and conventions, held per organization, asset, or user. See Squirrel’s memory and background work.
Statutory inspection	A statutory inspection is a periodic inspection the site owes a regulator, read out of its report and shown per part and system. It has its outcome and its expiry. See statutory inspections.
Subscription	A subscription is your standing request to hear about one record, started with Notify me and ended with Unsubscribe. See notifications and inbox.
Suggestion	A suggestion is a proposed change Aevy drafts from a document. Aevy writes nothing until you accept it. See suggestions.
System	A system is a major technical part of an asset (a turbine, the substation, an inverter station), holding specs and location. The asset, system, component levels follow the ISO 14224 equipment taxonomy. See systems and components.
Task	A task is a dated piece of work on an asset: a calibration to run, a certificate to renew. Called a reminder before July 2026. See tasks.
Task series	A task series is the set of tasks one recurrence produces. It has a pattern (every week, every 3 months), a start, and an end after a count or on a date. You set it when you create the task, and edit it for all or only future occurrences. See recurring tasks.
Work domain	A work domain is one of the five kinds of work Aevy tracks your preference for. They’re obligations, findings, document gap analysis, contract intelligence, and risk analysis.