Adding new Property Projects
A Site administrator has the access to add a new Property project and repairs/tasks under the projects. The user can also assign the tasks to other users of the Risk system.
Add a new Mortgage Undertaking
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Add a new Mortgage Undertaking/Municipal Order/CAPEX Project
First, locate the property/site for the project:
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From the property landing page, access Mortgage Undertakings from the Projects Overview dashboard or the left bar menu: | |
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| 2. Start with the Mortgage Undertaking number and lender then click "Save" |
3. Once Saved, project details can be added, starting with any activities required for the Mortgage Undertaking: | 4. Activities can be labeled as mandatory (default) with a due date, expected start, expected completion and assigned to a user or user group (role). |
The Documents tab will allow adding or linking documents relevent to the Mortgage Undertaking such as Mortgage Certificates. | The option to "Link Document" will access any report already available in the Refined Risk system and allow a link to this report to be available directly from the Mortgage Undertaking: |
Comments can be added in the Comments tab for those accessing the Mortgage Undertaking: Internal Comments are only visible to CAPREIT employees / whereas external comments can also be visible to external users and vendors. | CAPEX and Municipal Orders:Adding CAPEX and Municipal Order projects follow the same steps as outlined above with some minor variations on data entry. |
Assigning Activities / Tasks | |
Activity Assignments: Once Activities are created and assigned, the person(s) assigned the activity will receive a notification: | The person(s) assigned the activity/task can now access it from the system and start progress, as well as review / add any details relevent to this task using the tabs. |
Once complete, the activity/task can be closed / approved. | Activities/tasks can also be reopened as needed, should additional information or work be required. |
Info |
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