The Maintenance feature helps staff manage equipment and and track maintenance-related work throughout the property. Each piece of equipment is called a Component, and each component is part of a System, like HVAC or Elevators. This user guide outlines how to add maintenance systems for your community.
1. Locate Maintenance on the main menu, click the arrow to expand the sub-menu, and pick System.
2. This will take you to the Systems dashboard. To create a new system for your property, select Add New System.
3. Enter the details for the maintenance system. Once completed, click Save.
System Name: Enter a name for the maintenance system.
System Description: Input a description of the maintenance system. This may include the elements of the system or key usage details.
System Colour Code: Select a colour for this maintenance system. This colour will be assigned to all maintenance activities connected to the system components.
Add Attachments: Upload any relevant files to the system (e.g. installation guide, floorplan, etc.).
4. The maintenance system has now been added. To review the system details, click View. To revise the system details, click Edit. And to remove the system entirely, click Delete.
Additional Resources
- Maintenance: Adding Systems, Components and Activities Video
- How to Add Components to Maintenance Systems
- How to Log Maintenance Activities