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Each logbook needs an entry every period, such as every day. Crews usually log entries on site in the Happy Property Maintenance App. You can also log them on the web.
Before you start
- You need Perform Inspections at the property.
- For the mobile app, an account administrator must enable Early Access: Enable Log Books in HPMA in Release Updates.
Log an entry in the mobile app
- Open the Happy Property Maintenance App and go to Inspections or My Work. Log entries are tagged Log Book, and named after the log type and feature, such as "Pool Chemistry — Main Pool".
- Open the entry.
- Record each reading. Add photos and notes where they help.
- Complete the entry.
Entries are created unassigned at the feature's location, so anyone at the property can pick them up. Each entry is available until its period ends.
You can log entries without signal, the same way you complete inspections offline. They sync when you're back online. An entry completed before its period ended still counts, even if it syncs later.
Log an entry on the web
- Go to Compliance › Logbooks and open the logbook.
- Select Log Entry. You can also select Log This Entry on any open period in the timeline.
- Record each reading. Number readings show the acceptable range and the last value logged.
- If a reading raises a task, describe What Action Was Taken. This is required.
- Select Save Entry.
The timeline updates in a few seconds. If any readings raised follow-up tasks, the message says how many.
Coming soon
Event-driven logbooks, for logs with no schedule such as refrigerant and snow removal, aren't part of the initial release.
When a reading is out of range
If a reading falls in a range set to raise a task, it's marked Outside the acceptable range. The entry is saved with an exception, and a follow-up task is raised so someone fixes the problem. The action you recorded is added to the task as a note.
Follow-up tasks need work orders on your account.
What you can't do on the web
- Add photos. If a reading needs photos, log the entry in the mobile app.
- Log a period that's closed. Once a period ends, its entry can't be logged. It shows as No Entry.
- Change an entry after it's logged.
Frequently asked questions
I can't see the Log Entry button
The current period may already be logged or closed. You also need Perform Inspections at the property.
I missed yesterday's entry. Can I still log it?
No. Once a period ends, its entry can't be logged. It shows as No Entry on the timeline and the period record.
I logged the wrong value. Can I fix it?
TBD: confirm how a logged entry is corrected.
Who shows as Logged By?
The person who completed the entry. Their name stays on the entry even if they later lose access.