Owner Training Procedures

Objective 

Owner trainings are a key part of a smooth transition to owner occupying the building.  Proper training can prevent unnecessary callbacks during the warranty period. 

Things to Consider 

• Owner trainings can be required by project specs, but even if not required, there are often components of a project that would benefit from providing owner training. 

• Recording of trainings is an option as well to ensure owners have information available down the road. 

• Calendar invites are a great way to coordinate owner trainings. 

• It is often more efficient to have trainings on multiple items on the same day, as many of the involved parties will already be onsite. 

Steps 

1. Identify areas that will require training at the time of project turnover.  Check project documents for requirements 

2. Areas that can require training include but are not limited to: 

• Specialty door hardware 

• Cleaning/care of flooring 

• Equipment operation/maintenance 

• Elevators 

• Plumbing 

3. Schedule trainings prior to project turnover.  

4. Create a training log to document all trainings. Training log should include the following: 

• Training topic. 
• Trainer (contractor or other training agent) 
• List of all trainees. 
• Date of training. 
• Any training tools used ( videos, software, etc.).  
• Links to training tools. 

5. Include training log and any training tools used in the OM manual. 

See Also 

O&M Manuals and Documentation.