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Centralized Maintenance: Work Order Processing Cross Functional Workflow
WorkOrderDeskParticipants
Maintenance
Technition
DRAFT
Start
Participant reports
physical issue with
unit and/or property
Does issue
require
maintenance
attention?
PM staff provides
explanation to
participant as to
why no work order
entered
On-Site
Maintenance Staff
visit unit to assess
repairs to see if
additional parts or
outside vendor
required
Participant provides
signature that work
order was
completed
W/O Clerk assigns
work orders to On-
Site Maintenance
Staff based upon
availability
Work Order entered
into Yardi 7S
Can work order
be completed?
DELAYED
WORK ORDER
FULFILLMENT
SUB PROCESS
On-Site
Maintenance Staff
makes repairs
Work Order closed
out in Yardi 7S END
No
Yes
Can work be
performed
on-site?
No
Yes
PM Staff provides
Work Order Desk
Contact Number
Maintenance Staff
organizes requests
by priority
Yes
No
Centralized Maintenance: Delayed Work Order Fulfillment (Sub-Process Workflow)
Maintenance
Technition
WorkOrderDesk
Maintenance
Manager
AreaManager
Property
Manager
DRAFT
Start
End
Gathers
information as to
why work order is
delayed
Can vendor do
work within NTE
contract terms?
Contact Vendor, to
schedule work,
considering
Maintenance Staff
schedule
Tech meets
vendor during
scheduled
appointment and
and escorts to
work site
Applicable bid
gathered and
submitted to
Regional
Leadership
Area Manager
Reviews Request
Scope of work
reviewed and
formal
recommendation
submitted to
Area Manager
Is request
approved?
PM researches
alternatives to
address needs
PM submits
alternatives to
Area Manager
Was work
completed?
Work Order closed
in Yardi 7S
Needed part or
outside vendor?
Property Manager
orders needed part
from approved
distributor;
monitors shipment
Once package is
received, PM
supplies to
Maintenance Tech
Maintenance
Technician
completes work
Applicable Memo
entered into
Yardi 7S with
explanation
Prepares
notification to
Property Manager
of needed part
Part
Vendor
Yes
No
Yes
Follow-up visit
scheduled with
vendor; all parties
notified
No
Yes
No
PM discusses
alternatives with
Regional
Maintenance
Manager

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HH Centralized Maintenance-Work Order Processing Cross Functional Workflow

  • 1. Centralized Maintenance: Work Order Processing Cross Functional Workflow WorkOrderDeskParticipants Maintenance Technition DRAFT Start Participant reports physical issue with unit and/or property Does issue require maintenance attention? PM staff provides explanation to participant as to why no work order entered On-Site Maintenance Staff visit unit to assess repairs to see if additional parts or outside vendor required Participant provides signature that work order was completed W/O Clerk assigns work orders to On- Site Maintenance Staff based upon availability Work Order entered into Yardi 7S Can work order be completed? DELAYED WORK ORDER FULFILLMENT SUB PROCESS On-Site Maintenance Staff makes repairs Work Order closed out in Yardi 7S END No Yes Can work be performed on-site? No Yes PM Staff provides Work Order Desk Contact Number Maintenance Staff organizes requests by priority Yes No
  • 2. Centralized Maintenance: Delayed Work Order Fulfillment (Sub-Process Workflow) Maintenance Technition WorkOrderDesk Maintenance Manager AreaManager Property Manager DRAFT Start End Gathers information as to why work order is delayed Can vendor do work within NTE contract terms? Contact Vendor, to schedule work, considering Maintenance Staff schedule Tech meets vendor during scheduled appointment and and escorts to work site Applicable bid gathered and submitted to Regional Leadership Area Manager Reviews Request Scope of work reviewed and formal recommendation submitted to Area Manager Is request approved? PM researches alternatives to address needs PM submits alternatives to Area Manager Was work completed? Work Order closed in Yardi 7S Needed part or outside vendor? Property Manager orders needed part from approved distributor; monitors shipment Once package is received, PM supplies to Maintenance Tech Maintenance Technician completes work Applicable Memo entered into Yardi 7S with explanation Prepares notification to Property Manager of needed part Part Vendor Yes No Yes Follow-up visit scheduled with vendor; all parties notified No Yes No PM discusses alternatives with Regional Maintenance Manager