Standardising the way you record and report on tasks improves the consistency, accuracy, and reliability of information used across your estate. Reports generated in a consistent format can help to eliminate discrepancies and reduce the risk of errors, making it easier to compare and analyse information. This also helps boost team efficiency, as everyone will know exactly what’s expected of them and which priorities matter most to you.
What you can do to standardise record keeping and reporting?
Use tags to help categorise your tasks and organise them for reporting, making them easier to retrieve and analyse.
Ensure record keeping is standardised by using Trail features like mandatory fields and exceptions, making sure no key information is missed or overlooked.
Evaluate site business hours and closed days to ensure tasks are scheduled at optimal times, avoiding conflicts and enhancing efficiency.
How you can standardise record keeping and reporting?
Access our resources below for guidance on how to record keeping and reporting:
