Workforce procedures · Updated 2026-10-12
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Picture guides for setting up properties, scheduling people and completing daily work. Choose your role or search for the task in front of you.
55 of 55 procedures
Activate your account and sign in
Activate the account provided by your manager and open your assigned work.
Read steps →SOP 02 · Getting startedReset a password and unlock the app
Recover access to your existing account.
Read steps →SOP 03 · Getting startedFind your workspace and the correct property
Choose the correct task and property before reading or changing information.
Read steps →SOP 04 · Property setupCreate a property
Create the property record that the rest of setup uses.
Read steps →SOP 05 · Property setupReview the address and save a work boundary
Define the reviewed outdoor boundary used by start checks.
Read steps →SOP 06 · Property setupComplete property readiness
Check all requirements before assigning operational work.
Read steps →SOP 07 · SchedulingSet weekly service times and staffing defaults
Set the recurring service windows that scheduling uses.
Read steps →SOP 08 · Property setupMaintain standing start instructions
Give setup participants and associates the information they need before starting.
Read steps →SOP 09 · People and accessInvite a person to the workforce app
Create one workforce identity with the required property roles.
Read steps →SOP 10 · People and accessMaintain people and property access
Keep contact records and property roles accurate.
Read steps →SOP 11 · People and accessRecord property access and training eligibility
Make a worker eligible for the property when the training requirement has been satisfied.
Read steps →SOP 12 · People and accessUse account security controls
Perform an approved password, session or account-status action for the correct person.
Read steps →SOP 13 · SchedulingRead the staffing calendar
Find open service windows and distinguish assignment from acceptance.
Read steps →SOP 14 · SchedulingAssign people to a service window
Assign eligible people and review overlap warnings before saving.
Read steps →SOP 15 · SchedulingCreate edit or cancel a dated shift
Maintain a specific shift while preserving work already recorded.
Read steps →SOP 16 · SchedulingReview a time off request
Approve or decline a request and resolve the staffing impact separately.
Read steps →SOP 17 · SchedulingRequest coverage and assign a replacement
Find a qualified replacement and complete the separate assignment change.
Read steps →SOP 18 · Daily operationsMonitor daily and district operations
Review current work and act on property-specific exceptions.
Read steps →SOP 19 · Daily operationsRecord a handoff and review an exception
Leave a property-specific handoff or record the outcome of an exception review.
Read steps →SOP 20 · Run reviewFind and inspect a completed run
Locate a run and interpret its evidence in context.
Read steps →SOP 21 · Run reviewReplay compare and export run evidence
Compare an associate run with the approved reference and export permitted evidence.
Read steps →SOP 22 · Property setupStart a mobile property setup walk
Start an authorized setup recording before marking the unit route.
Read steps →SOP 23 · Property setupMark units and add optional setup photos
Record explicit unit labels and supporting observations during the setup walk.
Read steps →SOP 24 · Property setupFinish recover and upload a setup walk
Stop setup recording and verify pending evidence is uploaded.
Read steps →SOP 25 · Property setupReview setup walks and unit records
Inspect a completed setup recording and review its explicit unit marks.
Read steps →SOP 26 · Property setupReview and publish the master reference
Choose an ordered, reviewed reference from setup walks.
Read steps →SOP 27 · Property setupPublish the associate route
Make every unit from the approved master available to future associate runs.
Read steps →SOP 28 · Advanced administrationMaintain checkpoint definitions
Maintain reviewed labels, order and optional reference coordinates.
Read steps →SOP 29 · Advanced administrationPublish phase guidance and change a shift phase
Maintain phase-specific notes and choose a phase for an eligible shift.
Read steps →SOP 30 · Advanced administrationPublish run requirements and review closeout exceptions
Configure explicit checkpoint requirements and review incomplete or unknown closeouts.
Read steps →SOP 31 · Advanced administrationConfigure run questions
Publish questions, photo requirements and timing for future runs.
Read steps →SOP 32 · Associate workUse My work and Account and help
Find the next shift, outstanding replies and supervisor contact.
Read steps →SOP 33 · Associate workView your calendar and accept or decline shifts
Review your assignments and explicitly respond.
Read steps →SOP 34 · Associate workRead work updates and reply to coverage opportunities
Acknowledge changes and respond to optional coverage requests.
Read steps →SOP 35 · Associate workSet recurring weekly availability and review extra hours
Set personal recurring hours across currently assigned properties without changing shifts.
Read steps →SOP 36 · Associate workRequest or cancel time off
Request time away and track the manager’s decision.
Read steps →SOP 37 · Associate workPrepare for a shift and clock in
Complete the displayed checks and start an authorized run.
Read steps →SOP 38 · Associate workAnswer run questions and add photos
Save truthful answers and requested photos before opening the route.
Read steps →SOP 39 · Associate workFollow the route and report an issue
Perform the assigned work while checking recording health.
Read steps →SOP 40 · Associate workFinish a route and confirm clock out
Stop collection and submit an accurate completion statement.
Read steps →SOP 41 · Associate workRecover from offline or tracking problems
Protect pending work and resolve recording or upload failures.
Read steps →SOP 42 · Advanced administrationUse tracking safety and emergency controls
Record an authorized effective-dated property tracking control.
Read steps →SOP 43 · Advanced administrationInspect processing health and retry a failed job
Find processing failures and retry only after reviewing the issue.
Read steps →SOP 44 · Advanced administrationManage approved data collection and timing policies
Review effective settings and apply an approved policy to future work.
Read steps →SOP 45 · Advanced administrationRead device and tracking insights
Inspect aggregate quality patterns without overinterpreting small cohorts.
Read steps →SOP 46 · Advanced administrationUse the setup research workbench
Compare existing recorded evidence using the available research tools.
Read steps →SOP 47 · Advanced administrationPerform an authorized guided movement test
Follow the existing measured walking/stopping test sequence and inspect local results.
Read steps →SOP 48 · Advanced administrationFind missing setup history and request an archive review
Understand why an earlier setup may be hidden and request an authorized history review.
Read steps →SOP 49 · Getting startedSign out and review privacy information
End your account session and find the application’s privacy and terms information.
Read steps →SOP 50 · SchedulingBuild copy or bulk edit shifts
Review a multi-shift change before applying the batch.
Read steps →SOP 51 · Advanced administrationSet an effective staffing target
Record a property staffing target from an approved effective date.
Read steps →SOP 52 · Daily operationsExport the operations view
Export the loaded reporting period for selected authorized properties.
Read steps →SOP 53 · Property setupPublish property and global notes
Publish temporary or newcomer instructions to the properties you manage.
Read steps →SOP 54 · Property setupConfigure building and floor numbering
Decode consistent door labels for future setup marks without treating GPS as floor evidence.
Read steps →SOP 55 · Daily operationsStart a supervisor support run
Record work at an assigned property outside a normal scheduled window.
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