A log type is the template for a logbook. It sets the readings crews take, their acceptable ranges, how often entries are due, and which feature type it's for. Create it once, then start logbooks from it at each property.
Before you start
- You need View Logbooks and Manage Logbooks.
- The feature type must exist, such as Pool. See Set up feature types.
Create a log type
- Go to Settings › Property Features and open the Log Types tab.
- Select New Log Type.
- Choose a template, or select Start Empty. A template fills in the readings, cadence and retention. You still choose the feature type and set the ranges.
- Fill in the details, readings and availability, as described below.
- Select Save & Publish.
You can also start a log type from a feature type's Logbooks tab by selecting Add Logbook.
Templates
| Template | Cadence | Retention | Readings |
|---|---|---|---|
| Pool Chemistry | Daily | 1 year | Free Chlorine (ppm), pH, Total Alkalinity (ppm), Water Temp (°F), Water Clear, Safety Equipment, Gates Latch |
| Spa Chemistry | Daily | 1 year | Free Chlorine (ppm), pH, Total Alkalinity (ppm), Water Temp (°F), Safety Equipment |
| Daily Property Walk | Daily | 1 year | Exterior Lighting, Trash Areas Clear, Walkways Clear |
| Boiler | Weekly | 3 years | Pressure (psi), Supply Temp (°F), Relief Valve Tested, Flue Clear |
| Fire Pump | Weekly | 7 years | Suction Pressure (psi), Discharge Pressure (psi), Churn Run (min), No Abnormal Noise |
| Ice Machine | Weekly | 1 year | Water Temp (°F), Sanitised, Filter Clear |
| Golf Cart | Weekly | 1 year | Charge Level (%), Hour Meter (hrs), Brakes Checked |
| Generator | Monthly | 3 years | Run Time (min), Fuel Level (%), Started First Attempt |
| Emergency Lighting | Monthly | 3 years | Fixtures Tested, Fixtures Failed, Discharge (sec) |
| Elevator | Monthly | 7 years | Cab Phone Works, Emergency Lamp Works, Certificate Current |
| Snow Removal | Event-Driven | 1 year | Snow Depth (in), Ice Melt Used (lb) |
Snow Removal only shows if event-driven logbooks are available on your account.
Details
| Field | What to enter |
|---|---|
| Name | Required. For example, "Pool Chemistry". |
| Description | Optional. |
| Feature Type | Required. Logbooks of this type are kept for features of this type. |
| Cadence | How often an entry is due: Daily, Weekdays (Monday to Friday), Weekly, Monthly, or Event-Driven. |
| Retention | How long records should be kept: 1 year, 3 years or 7 years. It's printed on each period record. |
| Scope | Single Asset: one logbook per feature. Multiple Assets: one logbook per property, and the asset is chosen on each entry. Only event-driven log types can use Multiple Assets. |
Scheduled periods end at 11:59 pm on their last day, in the property's time zone. Weeks run Monday to Sunday.
Readings and checks
Select Add Reading for each thing crews should record. A log type can have up to 100 readings.
- Type: Number for a measurement, such as pH. Yes / No for a check, such as "Gates Latch".
- Label: what crews see. Each label must be different.
- Unit: for Number readings, such as ppm or °F.
- Required: on by default. Turn it off to make the reading optional.
- Guidance: shown to crews when they take the reading.
Acceptable ranges
HappyCo doesn't provide default thresholds. Set the ranges your properties work to.
For each Number reading, split the possible values into ranges with Split Into Another Range. For each range, choose:
- Status: OK, Warning or Exception.
- What Happens: Nothing, or Raise A Task.
A reading only counts as out of range when its range is Warning or Exception and set to Raise A Task. Use Test a Reading to check a value lands where you expect.
For Yes / No checks, No raises a task is on by default.
Available at
Choose All Properties, or Selected Properties and pick them by region.
Change a published log type
Published log types can't be edited. To make a change:
- Open the log type and select Duplicate.
- Make your changes and select Save & Publish.
- Start logbooks from the new log type, and pause the old ones.
Each log type's page shows how many of its logbooks are active. Select Open In Logbooks to see them.
Frequently asked questions
Can I delete a log type?
Not yet. Pause its logbooks instead.
Can ranges be different at different properties?
Not yet. Ranges are set on the log type. If properties need different ranges, create a log type for each and use Selected Properties.
Why didn't an out-of-range reading raise a task?
Check the reading's range is set to Raise A Task. Follow-up tasks also need work orders on your account. If they still don't appear, contact your Customer Success Manager.
What do the save errors mean?
The form lists everything to fix before publishing. For example, every log type needs a name, a feature type and at least one reading.