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
Municipal Orders:
When a Municipal Order is received, the Admin Coordinator is responsible for adding and managing the Municipal Order and associated repairs from within the Property Projects system.
Managing Municipal Orders
...
Adding a Municipal Order
...
Adding & Managing Repairs/Tasks
Managing Municipal Orders
Locate the building / property by accessing the Building List: from the top left menu bar 
and selecting "Property Projects" icon 
...
Each option will direct you to the Municipal Orders list screen which displays all municipal orders for this property / building.
Adding a Municipal Order | |
|---|---|
From the Municipal Orders list screen, click ADD to create a new project.
| Input a reference number and select the municipality. Then Save to create the project.
|
From the Project Screen, "New Repair" will create a new repair task. See "Adding/Managing Repairs" The Project Status can also be updated to "In Progress"
| From the Project Screen, reference documents can also be linked and/or added from the Documents tab.
The Link Document option will display available documents/reports from other modules for the same property.
|
Clicking the document or report from the list will provide additional details and the ability to preview/download the report before linking it to the Municipal Order project.
| |
...
Selecting any order from the Muncipal Orders list screen will display repairs associated with that order.
...
Adding & Managing the Repair/Task
Once in the Repair Screen, the Admin Coordinator can manage the task using the following steps:
...