Procedures

Modified on Thu, 4 Sep at 3:39 PM

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.

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