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The Admin Coordinator will receive an email notification of the new repair
Once received, the Admin Coordinator can access the task in one of two ways from the Refined Risk Application.
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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