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    • Maintenance Training Outline

    • Modified on: Tue, 12 Mar, 2024 at 3:40 PM
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    Overview


    The purpose of this session is to train Maintenance personnel over the Maintenance module. This covers opening and responding to work order requests, vendor management, creating inspection checklists, etc.

     

    Table of contents

    Maintenance Functionality


    This document will outline the specific modules covered during a maintenance training session and includes links to relevant help site articles so you may benefit from our self-learning tools at your own pace. Note: availability and/or functionality of the features below may vary, depending on your property’s setup.



    • Logging In: Users may log in from www.buildinglink.com or via their property’s unique url. Your username and password is valid for both the BuildingLink website and GEO mobile app. Click the “Forgot Username/Password?” link to reset your password if needed.
    • Dashboard: The home screen employees see upon login. The dashboard gives a quick overview of all the important information pertaining to the property (such as reservations waiting to be approved, calendar events happening today, announcements, etc.)
    • New Requests: allows building staff and residents to submit maintenance requests (work orders) online, and allows the appropriate people to receive automatic notifications when new requests are submitted or requests have been completed.
    • Search Requests: searching and editing work orders, including closing completed maintenance requests, adding comments, adding charges, and printing invoices.
    • Inventory: allows managers and maintenance staff to track the usage levels of inventory items, record the specs and purchasing information for these items, and even generate emails when items need to be reordered.
    • Equipment: allows the manager and maintenance level staff to store information and specs about the stationary equipment items in the building (i.e., boilers, elevators, etc.).
    • Inspections: enables teams to optimize workflow and communication in onsite operations. Create custom inspection checklists for duties such as equipment checks, unit walkthroughs, cleaning common areas, or any procedures unique to your property
    • Vendors Directory: allows staff to reach out to preferred vendors, assign work orders to outside contractors and track vendor compliance.
    • Recurring Tasks: allows staff to input preventative maintenance tasks which occur at regular intervals; once input, the system automatically generates new maintenance requests for these tasks at the specified intervals.
    • Maintenance Reports: allows you to pull more extensive data from your maintenance module than you'd be able to see by going to the Maintenance tab and clicking Search Requests.
    • Quick Search: the fastest way for employees to pull up resident information within BuildingLink. 
    • Shift Log: an internal communication tool for management and staff - think of it as an electronic logbook. Each note is automatically stamped with the date, time, and name of the employee, making it easy for staff to communicate across shifts.