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1. From the Mortgage Undertaking Repair Dashboard:
Activities Repairs 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
The property landing page provides links to all property projects:
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Once in the Repair Screen, the Admin Coordinator can manage the repair task using the following steps:
First step is to "Start this task" |
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Enter the Cost/Budget details |
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Add any attachments relevant to the repair |
Comments can be added for other project assignees to view / comment |
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. |
All saved details will update in the repair task list screen. |
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