Every record in MaintIQ — daily tasks, work orders, SOPs, Ops checklists, photos, and history — lives under a Facility. Setting up at least one Facility is the very first administrative task after creating your account, and it is the single change that brings the rest of the app to life.
What is a Facility?
A Facility is a physical site you maintain: a plant, a building, a warehouse, a wastewater lagoon, a restaurant location, or a campus building. Facilities are the security and reporting boundary for everything else:
- Tasks are scheduled per Facility.
- SOPs are published per Facility (or shared across all of them).
- History and Insights are filtered per Facility.
- Role assignments can be limited to specific Facilities.
If you run one building, you have one Facility. If you run a five-plant network, you have five Facilities and a workspace dropdown to switch between them.
Open the Admin panel
From the left navigation, click Admin. Only users with the Admin or Super Admin role see this option. If you do not see Admin, ask your account owner to grant Admin access from Admin → People.
Create your first Facility
- Open the Facilities tab inside the Admin panel.
- Click Add Facility.
- Fill in the form:
- Name (required) — the short label used everywhere in the app. Keep it under 30 characters. Examples:
North Plant,Bldg 4 — Boilers,Site 12 — Lagoon. - Location — city, full address, or any free-text reference your team uses.
- Time zone — controls how daily, weekly, and monthly cadences roll over. Pick the local time zone of the site, not the corporate HQ.
- Notes — optional context such as shift schedule, site lead, or access instructions.
- Name (required) — the short label used everywhere in the app. Keep it under 30 characters. Examples:
- Click Save. The new Facility appears immediately in the Facility switcher in the page header.
Switch between Facilities
Once you have more than one Facility, click the workspace dropdown next to the MaintIQ logo to switch context. The Dashboard, Ops, SOPs, History, and Insights pages all refresh to show only the selected Facility. The choice is remembered per browser, so each kiosk or laptop can be pinned to its home site.
Naming conventions that scale
A short, consistent naming scheme pays off the moment you go past three Facilities:
- Prefix sites with a region or plant number:
01 - Houston,02 - Tulsa. - Reserve the location field for the postal address; keep the name short.
- Avoid emoji or special characters — they survive in the UI but break some CSV exports.
What to do next
- Add a few Daily Tasks so the team has something to check off on day one.
- Create at least one Standard Operating Procedure for the most critical recurring duty.
- Invite teammates and assign them to this Facility.
FAQ
Can I delete a Facility? Yes, but only when it has no open tasks or work orders. Deactivating instead of deleting preserves history.
Do Facilities share SOPs? SOPs can be marked "Shared across all facilities" or scoped to a single Facility. See Publishing and versioning SOPs.
One building with two production lines — one Facility or two? If the lines have separate teams, separate compliance logs, or separate downtime metrics, model them as two Facilities. Otherwise keep it as one and use task tags.