Facility & Property Management: digital workflow guide
Start digitalizing Facility & Property Management by making clear which record passes from whom to whom. Link requests to building, unit, common area, supplier, and work order; separate dues communication from maintenance.
Workflow boundaries
Record fields and ownership
For Facility & Property Management, link building/unit, request/priority, and supplier/work order records by a work or project ID. Define an owner, evidence, and completion condition at each step.
Pilot checklist
- Document current steps and owners.
- Choose one pilot and standardize fields.
- Test access, change history, and export.
- Document exceptions and manual fallback.
Auditable records
Link requests to building, unit, common area, supplier, and work order; separate dues communication from maintenance. Reports should show date range, source, and treatment of cancelled/blank records. Limit personal or sensitive data to a defined purpose and authorized access.
Facility & Property Management workflow
- 1Intake: building/unit
- 2Process: request/priority
- 3Check: supplier/work order
- 4Close: notice/expense
Questions and answers
Which workflow should Facility & Property Management start with?
Choose a repeated process with handoff errors; pilot building/unit and document owners and exceptions.
Should every old record be migrated?
No. Define business need and retention; avoid unnecessary personal data and validate a sample first.
Does software ensure compliance?
No. Verify authorization, records, and retention duties with qualified advisers and official sources.
Sources
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