Soft Skills

Work Order Documentation

The importance of documenting everything you do in someone's home.
Best Practices
Communication
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Transcript

 Let's talk for a minute about documentation. Whenever we get a service request from our residents, we want that to be documented in your app, in your system somewhere. In the same way that our office documents all of their conversations with residents or perspective residents. We, our maintenance team needs to document our resident activities.

Not only that, we need to document activities that tell about the the condition of our building. Do yourself a favor. Be sure that documentation has all the information in it. Chances are you aren't the one who's going to need to look at it later. In other words, if you go into a residence's apartment and work on something, say an electric water heater, and you go in to work on that electric water heater and you discover that the top thermostat on the electric water heater had tripped, you push the reset button and it holds, you even go to the faucet and you cycle the hot water.

Enough to where the the, uh, thermostat kicks back on and the water heater electrifies. In other words, it energizes and begins to reheat the water and nothing else happens. It is perfectly acceptable that you reset and tested that water heater. Do yourself a favor and write that down in the service request.

That way if three weeks from now. Another maintenance tech comes along to the water heater that has tripped. Again, there is a documentation that you were there first and you already did that. The second technician can look back at your notes and know what you did. If all we write on that first work order is done or finished.

Then the second work order, the second maintenance technician responding to that same service re request is going to just reset it, test it again. This can continue on until somebody realizes what's occurring. Do yourself a favor. We don't. We can take out all of that. Continue a long step just by.

Documenting what we're doing on the service request and giving us the ability to look back.