What are smart boards
Boards are used to visualise and manage tasks including: Housekeeping, Maintenance and Sensors
How do I build a smart board
Quick Note - Before building a smart board, you must firstly create business entities (with locations) or assets, with attached properties. Learn how to build a template here:
1. In the configure portal, head over to "smart boards" under the "forms & workflows" section
2. Select the blue "add board" button in the top right hand corner of the screen
3. In basic settings, give your board a name
4. Select board type - (Housekeeping, Maintenance, Sensors)
5. Select item type monitor - (Locations or Assets)
6. Select owner
7. Choose department
8. Select where it will be completed
4. In monitor settings, select the monitored entity or asset (e.g. rooms)
5. Choose the monitored section you want to appear on the board (e.g. Quarterly Shower Head Cleaning)
6. Select the monitored property
7. If necessary, select your delegation mode (this will allow you to delegate tasks)
8. If necessary, enable comments
9. In the assign responsibilities section, assign your monitor, manager and observer responsibilities
10. Hit "create"
Where can I see my smart board
Depending on which type of board you chose, you will see your smart board by accessing either "Housekeeping Boards", "Maintenance Boards" or "Sensor Boards" in the 9 dot menu in the monitor portal
To add a record, a comment, or to view properties, simply hit the cog on any asset/location
View Properties
Add Record
Add Comment
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