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Planned maintenance

Planned Maintenance Course - Lettings


Description
This course will show you how you can use Fixflo's Planned Maintenance tool to keep compliant with both your statutory and non-statutory events across your entire portfolio.

This course will save your progress, so you can revisit modules at any time.

Enjoy the course!

Content
  • Course agenda
  • Planned maintenance course agenda
  • Tracking planned maintenance on your dashboard (17 minutes)
  • Video: Tracking planned maintenance on your dashboard (11 minutes)
  • Interaction slide: Tracking planned maintenance on your dashboard
  • Key learnings: Tracking planned maintenance on your dashboard
  • Quiz: Tracking planned maintenance on your dashboard (3 questions)
  • Service event templates (10 minutes)
  • Video: Service event templates (5 minutes)
  • Key learnings: Service event templates
  • Quiz: Service event templates (3 questions)
  • The works planner (12 minutes)
  • Video: The works planner (6 minutes)
  • Interaction slide: The works planner
  • Key learnings: The works planner
  • Quiz: The works planner (2 questions)
  • Manually adding service events (25 minutes)
  • Video: Adding a service event manually (13 minutes)
  • Interaction slide: Manually adding a service events
  • Key learnings: Adding service events manually
  • Key learnings: Adding a contractor to a service event
  • Key learnings: Requires review
  • Key learnings: Adding landlord approval
  • Quiz: Manually adding service events (3 questions)
  • Landlord approval (15 minutes)
  • Video: Landlord approval settings (2 minutes)
  • Key learnings: Landlord approval settings
  • Video: Landlord approval - How it works (5 minutes)
  • Key learnings: How landlord approval works
  • Key learnings: Landlord approval and service event statuses
  • Quiz: Landlord approval (3 questions)
  • Keep going - you're halfway there!
  • The instruction date (15 minutes)
  • Video: The instruction date (8 minutes)
  • Key learnings: The instruction date
  • Key learnings: Adding an occupier to issues
  • Quiz: The instruction date (4 questions)
  • Closing a planned maintenance issue (8 minutes)
  • Video: Closing an issue (4 minutes)
  • Key learnings: Closing an issue
  • Quiz: Closing a planned maintenance issue (2 questions)
  • Sharing certificates with third parties (10 minutes)
  • Video: Sharing certificates with third parties (4 minutes)
  • Interaction slide: Sharing certificates with third parties
  • Key learnings: sharing certificates with third parties
  • Quiz: Sharing certificates with third parties (1 question)
  • The compliance matrix (10 minutes)
  • Video: The compliance matrix (3 minutes)
  • Interaction slide: The compliance matrix
  • Key learnings: The compliance matrix
  • Key learnings: Service events not required
  • Quiz: The compliance matrix (3 questions)
  • Bulk importing service events (20 minutes)
  • Video: The bulk import spreadsheet (14 minutes)
  • Quiz: The bulk import spreadsheet (5 questions)
  • Video: Uploading your import spreadsheet (2 minutes)
  • Making the works planner visible to your landlords (10 minutes)
  • Video: Making the works planner visible to your landlords (2 minutes)
  • Interaction slide: Making the works planner visible to your landlords
  • Key learnings: Making the works planner visible to your landlords
  • Quiz: Making the works planner visible to your landlords (4 questions)
  • Archiving, bulk updating and searching for service events (15 minutes)
  • Video: Archiving a series of events (2 minutes)
  • Interaction slide: Archiving a series of events
  • Quiz: Archiving a series of service events (2 questions)
  • Video: Bulk updating service events (5 minutes)
  • Key learnings: Bulk updating service events
  • Video: Searching for service events (3 minutes)
  • Fixflo's Contractor Marketplace (2 minutes)
  • Video: Fixflo's Contractor Marketplace (1 minute)
  • Key learning slide: Fixflo's Contractor Marketplace
  • Feedback
  • Feedback survey
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
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