Property Management

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Portfolio Compliance in a Hybrid World: Managing Sites You Rarely Visit

Portfolio Compliance in a Hybrid World: Managing Sites You Rarely Visit

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May 4, 2025

Managing compliance across sites you rarely visit is challenging without the right tools. Traditional methods like paper logbooks and infrequent site visits risk missed inspections and non-compliance. This guide outlines a modern approach


Key Strategies:

  • Identify Risk Windows: Tasks that could breach compliance within 7 days require either remote solutions or reliable on-site help.

  • Use Local Helpers: Assign caretakers, guards, tenants, or contractors small, regular tasks via digital tools like Certie.

  • Digitize Logbooks: Mobile-based logbooks allow for scheduled tasks, photo proof, instant tracking, and fast audit exports.

  • Automate Reminders: Use a two-step system—initial push/email reminders and SMS escalation for overdue tasks.

  • Add IoT Devices: Sensors (e.g., for doors, water, temperature) flag issues remotely, feeding into a centralized dashboard.

  • Create a Hybrid Calendar: Classify tasks into those needing remote tools, local help, or FM visits, and plan accordingly.

  • Simplify Audits: Instantly export and share digital records, enabling quick, stress-free compliance reviews.

Main Message:

Combine digital tools, local support, and automation to manage site compliance effectively—no matter how often you visit.

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Managing compliance in a hybrid world—where facility managers rarely visit some sites—requires shifting from paper-based systems to digital, automated workflows. Traditional methods like clipboards and physical logbooks often lead to misplaced records and overlooked hazards, especially in low-traffic locations. To maintain safety and compliance, tasks that could cause violations within seven days must be either automated with IoT devices or assigned to reliable local contacts such as caretakers, security guards, or tenants. Digital platforms like Certie allow these helpers to log tasks via mobile, complete with time stamps and photo proof, all synced to a central dashboard for real-time oversight.

To further reduce risks, smart tools like door sensors, water temperature probes, and connected fire panels provide constant monitoring and instant alerts. Automated reminders and escalation systems ensure that critical tasks aren't missed. Organizing your compliance activities into three categories—remote, local, and FM-required—lets you build a hybrid calendar that keeps everything running smoothly with fewer site visits. When audits arise, digital logs make pulling records a matter of seconds, turning what was once a chaotic process into a streamlined, stress-free task.

The Easiest Way to Keep your properties safe & Compliant

We are working hard to make property compliance easy for building owners and property managers across the UK

The Easiest Way to Keep your properties safe & Compliant

We are working hard to make property compliance easy for building owners and property managers across the UK

The Easiest Way to Keep your properties safe & Compliant

We are working hard to make property compliance easy for building owners and property managers across the UK

The smarter way to manage

property compliance

Stay on top of fire safety, electrical, gas, and health regulations with an intuitive platform that streamlines compliance, automates reminders, and keeps all your property records in one place.

It's simple, smart, and actually helps. We’ve never been more confident in our compliance.

620+ Reviews

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Safety Checks - All in One Place

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The smarter way to manage

property compliance

Stay on top of fire safety, electrical, gas, and health regulations with an intuitive platform that streamlines compliance, automates reminders, and keeps all your property records in one place.

It's simple, smart, and actually helps. We’ve never been more confident in our compliance.

620+ Reviews

Client Stories

Book & Manage Property

Safety Checks - All in One Place

Certie.co

Platform

Plans & Pricing

Personal AI Manager

AI Business Writer

Company

Blog

Careers

News

Resources

Documentation

Papers

Press Conferences

Follow Us

Facebook

Instagram

YouTube

LinkedIn

© 2025 Certie.co

Terms of Service

Cookies

The smarter way

to manage property compliance

Stay on top of fire safety, electrical, gas, and health regulations with an intuitive platform that streamlines compliance, automates reminders, and keeps all your property records in one place.

It's simple, smart, and actually helps. We’ve never been more confident in our compliance.

620+ Reviews

Client Stories

Book & Manage Property

Safety Checks - All in One Place

Certie.co

Platform

Plans & Pricing

Personal AI Manager

AI Business Writer

Company

Blog

Careers

News

Resources

Documentation

Papers

Press Conferences

Follow Us

Facebook

Instagram

YouTube

LinkedIn

© 2025 Certie.co

Terms of Service

Cookies