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The Property Projects module in CAPREIT’s Ops in a Box replaces the previous MUMS (Mortgage Undertaking Management System) for the management of Mortgage Undertakings, CAPEX and Municipal Order Projects. This documentation set provides an overview of the new module and detailed instructions for power-users of the system. Use the menu below to navigate these pages and feel free to reach out to your manager or site administrator should you have questions on how to use the Property Projects module for your role.
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Municipal Orders for Admin Coordinators
Property Projects for Managing Directors / VP’s
Mortgage Undertakings for Managing Directors
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Property Projects - System Overview
The Refined Risk system Ops in a Box systems contains all CAPREIT properties/sites and the buildings contained within each. Users of the system can access information from one of two views.
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The Property Projects module is setup with a a series of dashboards providing a view across an individual user's portfolio. Admin Coordinators, Managing Directors and anyone on the operations team can view projects for the buildings and sites that they are associated with:
Projects are automatically filtered by the properties (sites) the user is assigned to Dashboards list all active projects with in-progress / open status Dashboard filters can be applied to search for specific projects or repairs/tasks based on specific criteria Clicking on any of the project or repair/tasks will open the respective details in the property / building level view for management of the project. The top right menu offers an export option to download a spreadsheet |
Building / Property (site) level view
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