A model is a type of one specific non-fixed asset inventory item associated with a property, such as a specific refrigerator, range, dishwasher, or washer & dryer. Common uses for adding models into the platform are:

• To create preventative maintenance schedules that automatically apply to each item that has the same model type.
• To quickly view all locations and units that have the specific model in inventory. This is especially helpful when dealing with manufacturer recalls.
• To associate parts lists to a model which expedites Work Orders associated with an item of that same model.
• To store files such as owner’s manuals or repair guides specific to the model.

 

List View

On the Models landing page you will see models listed by category, along with details like manufacturer and expected life in months:

 

Dashboard View

[Coming Soon]

Model Overview

Select a model from the list to view the model details overview tab which displays the maintenance schedule, locations where the model is installed, details, and activity history:

Details

The name field can be used for either the name of the model or the model number, and is typically used to quickly identify a specific model. Other details such as expected life, criticality level, and minimum stock threshold can also be seen here.

Criticality Level

Criticality level can be used in a variety of ways. This is a great category label to use for sorting, to help with developing maintenance SOPs, for legal protocols, and especially for work order urgency. When a model is marked as either Critical or High, any work orders (Tasks) within Happy Property associated with the model will automatically be marked as urgent and top priority for Technicians:

 

Minimum Stock Threshold

This field is a precursor to stock controls that may be built into the system at a future time. Today, this field does not trigger any additional functionality in the system, but is strictly informational at this time.

Activity

Logs for model activity such as when the model description is modified or criticality is updated.

Locations Installed

View all locations where this model is being stored or has been installed.

Maintenance Schedule

View and create your preventative maintenance schedules in this section. Here you can view scheduled maintenance events at a glance, along with urgency and whether or not they are recurring. 

Add a Scheduled Maintenance Event

To create a new scheduled maintenance event, follow these steps:

1. Click on to open the side drawer.
2. Name the event
3. Select a Start On option:

First Installation: Select this option to have the schedule trigger on only the first installation date

Installation Date: Select this option to have the schedule trigger on any installation date (schedule will reset on each date of installation)

Purchase Date: Select this option to have the schedule trigger on the purchase date

4. Select frequency (both count and type). Type options are Day, Month, Week, Year.
5. Select Schedule Kind, either Inspection or Inspection or Task
   1. Inspection: Use this to create an inspection item within Happy Property, which includes fields for Add Item Verification Section, as well as the ability to add Inspection Items:
      
   2. Task: Use this option to create a Task (work order) within Happy Property, which includes the option to mark the task as urgent and to select the Task Type (Preventative Maintenance, Emergency Maintenance, Life Safety, Regulatory, Seasonal Maintenance, etc.):
   3. 
6. Mark whether the event should be recurring, as well as if it should start immediately
7. Click Save

 

Once your event has been saved, it will now show as an item under the Maintenance Schedule:

Parts

Select the parts tab to view and add any parts that are specific to the selected model. Common uses for parts are:

• As an approved list of acceptable replacement parts for work orders
• To quickly view part details such as manufacturer or part description
• [Future] To analyze if there are specific parts that continually break or wear out faster than expected using Data Insights

 

Parts added previously for the selected model will show in the Parts List:

Click to open the side drawer and select either an existing part to add to your part list, or to add a new part into the system:

Add a Part

1. Select to open the New Part section
2. Enter details for Name/Number, Short Description, and Manufacturer, then click Save:
   
3. You new part will now show in the Parts List for future use:
   

Files

Select the Files tab to view all files associated with the selected model. Common files stored are owner’s manuals, repair guides, and warranty information.

 

View a Document

Select any document to open the side drawer and preview:

From here, click on the preview to open the document viewer:

 

Add a Document

Selectand select a document to upload from your computer. The system will automatically start importing the document once you select it from your document picker:

Once complete, select the document to open the side drawer and input information for Title, Kind (Manual or Other), and Description, then click Save:

Once saved you will see your document in the Files list:

Move a Document

Select the document to move, then “Move”, and select the group to move it to:

Download a Document

Select the document to move, then “Download”

Delete a Document

Select the document to move, then “Delete”

Add a Group (Folder)

Select a document that you would like added to your future group (folder), select “Move”, then “+ New Group”:

Name your group and click Create:

 

Your group has now been created and the document selected has been moved to the new group (folde

Note

Most functions within Files can also be done in bulk by selecting multiple documents then the desired function.