> For the complete documentation index, see [llms.txt](https://support.meetuma.ai/uma-knowledgebase/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.meetuma.ai/uma-knowledgebase/getting-started/services/tips-and-best-practices.md).

# Tips & Best Practices

### Setup tips

* Use clear naming conventions for service items to help users find what they need quickly
* Limit categories per building to avoid confusion and clutter
* Review and clean up unused services periodically to keep the list relevant
* Use descriptions wisely to clarify details like setup time or lead time required

### Approval tips

* Set up category-level approvers early to ensure requests are routed correctly from day one
* Use cost centre-level approvers only where different budgets genuinely require different sign-off
* If a category doesn't need approval, leave the approver blank — requests will auto-approve

### Cost centre tips

* Set up cost centres before rolling out services to users so costs are tracked from the start
* Use team restrictions to keep the dropdown clean and relevant for each user
* Deactivate rather than delete cost centres to preserve historical reporting data