What It Is
Reusable checklists and task templates for maintenance.
Why It Matters
Ensures consistency
Saves time by reusing templates
Provides training guidance for new staff
Creating a Procedure
Navigate to Facilities > Procedures.
Click New Procedure.
3. Add details:
Name
Scope (Global vs. Property-specific)
Type (Location or Asset)
Tasks (use action verbs like Check, Clean, Replace)
Example Procedure
Quarterly Room Maintenance
Replace HVAC filter
Test smoke detector
Inspect bathroom fan
Deep clean carpet
Check plumbing leaks
Editing a Procedure
Click on a Procedure to Edit, Inactivate, Delete, or Duplicate a Procedure. You can also add and delete subtasks as needed.
Best Practices
Start with 5–10 common procedures
Use seasonal variations (e.g., Winter HVAC vs. Summer Pool)
Keep detailed enough for new hires to follow