This page will provide support for Admin Coordinators to manage Mortgage Undertakings, CAPEX and Municipal Order projects.

Instructions

Managing CAPEX Projects
Managing Mortgage Undertakings
Managing Municipal Orders

CAPEX Projects:

CAPEX Projects are generally created by McIntosh Perry with repairs assigned to the corresponding Admin Coordinator.

Managing Repair tasks:

When a repair is created as part of a CAPEX project it will be Mortgage Undertakings will be created by a CAPREIT Administrator to manage the various activities and documentation for a mortgage. Mortgage Undertaking activities are tasks that are typically managed by the Admin Coordinators.

Managing Mortgage Undertaking Activities

When a Mortgage Undertaking activity is created it is assigned as a task, by default, to the Admin Coordinator assigned to that site.

The Admin Coordinator will receive an email notification of the new repairactivity:

Once received, the Admin Coordinator can access the task in one of two ways from the Refined Risk Application.

1. From the CAPEX Repair Mortgage Undertaking Activity Dashboard:

Repairs Activities assigned to a given Admin Coordinator will be listed and can be filtered / accessed from this dashboard

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2. By accessing the Building List: from the top left menu bar and selecting "Property Projects" icon

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Selecting the desired project type will open the project list screen.

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Selecting the project will display repairs associated with that project.

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Managing the

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Mortgage Undertaking Activity

Once in the Repair Activity Screen, the Admin Coordinator can manage the task using the following steps:

First step is to "Start this task"Image Removed Image Added	Enter the Cost/Budget detailsImage Removed Image Added
Add any attachments relevent to the repairImage Removedactivity Image Added	Comments can be added for other project assignees to view / commentImage Removed Image Added Note: by clicking "Restricted Comment" the comment will only be viewable by the roles listed on the right. Otherwise comments will be made public to anyone with access to the project/task.
Selecting "Update Record" will save new information. Close this task button will mark the repair task as complete. Image Removed Image Added	All saved details will update in the repair task list screen. Image Removed Image Added