happy-property
Start a logbook for each feature that needs regular readings, such as each pool at a property. Pause it when readings stop, for example when a pool closes for winter, and resume it later.
Before you start
- You need View Logbooks and Manage Logbooks permissions at the property.
- The log type must be published and available at the property.
- The property must have the feature, such as the Main Pool.
- The property must have a time zone set.
Start logbooks from Logbooks
- Go to Compliance › Logbooks and select Add Logbook.
- Choose the Log Type.
- Choose the Properties.
- Choose the Items: the features to keep a logbook for.
- Select Start Logbooks.
The summary shows which logbooks started and when each first entry is due. The first entry is for the period that's already open, so crews can log it straight away. A Weekdays logbook started at the weekend has its first entry on Monday.
Start logbooks while adding a feature
When you add a feature to a property, step 3 asks "Which logbooks should crews keep here?" Tick the logbooks to start. See Add, rename and remove features on a property.
How many logbooks you'll get
- Single Asset log types: one logbook per feature. A property with two pools gets two Pool Chemistry logbooks.
- Multiple Assets log types: one logbook per property. Crews choose the asset on each entry.
If a feature already has a logbook of that type, it isn't started again. If that logbook is paused, starting it resumes it.
Why a logbook might be skipped
| Message | What to do |
|---|---|
| The property has no timezone | Set the property's time zone, then try again |
| The log type isn't available at this property | Duplicate the log type and make it available at this property |
| The log type is for a different feature type | Choose a feature of the right type |
| The property feature is archived | The feature was removed. Add it again if it's still there. |
| You can't manage logbooks at this property | Ask for Manage Logbooks at that property |
The logbook page
Select a logbook to open it. It has three tabs:
- Details: its status, completeness, configuration and a timeline of every period.
- Reports: period records. See Produce and download a period record.
- Activity: entries from the last 90 days, with out-of-range readings and follow-up tasks.
The Configuration card shows the cadence, retention, property feature, feature type, schedule time zone and acceptable ranges.
Pause a logbook
- Open the logbook and select Pause.
- Confirm.
No new entries are created while it's paused. Its history and reports stay available. If the current period's entry was already open, it can still be logged.
Paused logbooks are listed under Paused Logbooks.
Resume a logbook
Open the logbook and select Resume. It restarts with its history kept, and opens an entry for the current period.
Tip
Pause a logbook before you remove its feature from the property. Otherwise it shows an error from the next period.
Frequently asked questions
Can I delete a logbook?
Not yet. Pause it instead. Its history stays available.
Which time zone does a logbook use?
The property's time zone when the logbook started. It's shown as Schedule Timezone. Changing the property's time zone later doesn't change it.
A logbook shows Error or "Didn't Generate"
Check the feature hasn't been removed from the property. If it's still there, pause and resume the logbook. If the error continues, contact support.