Set Up Your Workspace the Right Way

Build the structure before you scale it

The best Rivolq workspaces are structured deliberately from the beginning.

Before importing thousands of records, make sure you agree on:

• what counts as a facility
• how assets should be named
• who owns data quality
• what your work-order priorities mean
• who can invite users or change billing

Facility setup tips

Keep facilities clean and recognizable. Avoid duplicate site names and avoid using temporary labels if the facility is real.

Good pattern:

• one facility record per operational site
• consistent naming across the organization
• clear distinction between facilities and locations inside a facility

Asset setup tips

The asset register drives most of the app. If it is sloppy, reporting and PM coverage become unreliable later.

For each important asset, try to capture:

• name
• facility
• location
• type
• operational status
• criticality or business importance
• manufacturer, model, or serial when available

User and role setup tips

Before inviting everyone, decide who needs to:

• create and close work orders
• manage PM schedules
• edit asset records
• review reports
• manage billing or organization settings

Operational conventions worth defining early

• what counts as emergency, high, medium, and low priority
• which work requests become work orders immediately
• how PM titles should be named
• how vendors should be recorded
• where documents and photos should live

A good first-week goal

By the end of your first week, aim for:

• one clean facility structure
• one usable asset register
• one active work board
• one PM program for critical assets
• a small, correctly permissioned team