Learn the Importance of Documenting Maintenance Activities

“If it isn’t documented, it wasn’t done.” Public Housing administrators and managers know that HUD, Fair Housing, and the OIG expect to see documentation of all management and operations activities. This also holds true for maintenance operations.

This course details the various records that should be kept to document maintenance performance. Best practices for filing and record retention will be provided. The instructor will also explain the purpose of various required paperwork, what should be documented, and how it can be used in the future to enhance agency operations.

Topics discussed:

• General Maintenance Records
  
  
  
  • The Maintenance Plan
  
  
  • The Annual Facilities Maintenance Plan
  
  
  • Maintenance Budgets
  
  
  • Capital Fund Annual and 5-Year Plans
  
  
  • As-Built Drawings
  
  
  • Pest Eradication Policy
  
  
  • Vehicle Logs
  
  
  • Training
  
  
  
  


• Work Orders
  
  
  
  • Generation of Work Orders
  
  
  • Scheduling and Work Assignments
  
  
  • Status of Work Orders
  
  
  • Closed Work Orders
  
  
  • Work Order Records Maintenance
  
  
  • Quality Control and Productivity Records
  
  
  
  


• Inspection Forms & Corresponding Work Orders
  
  
  
  • Move-In
  
  
  • Post Move-In
  
  
  • Annual
  
  
  • Preventative Maintenance
  
  
  • Pre-REAC
  
  
  • REAC
  
  
  • Pre-Move-Out
  
  
  • Move-Out
  
  
  
  


• Inventory
  
  
  
  • Independent Cost Estimates (ICE)
  
  
  • Cost Comparison Records and Invoices
  
  
  • Parts Register
  
  
  • Equipment and Appliances
  
  
  • Inventory Reconciliations
  
  
  • Vehicle Inventory Reconciliations
  
  
  
  

This class is great for: Maintenance Staff, Work Order Staff, Maintenance Supervisors, Operations Managers, Property Managers and Quality Control Staff!

Duration: 2 hours and 25 minutes

SKU: 220506