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
CAPEX Projects:
CAPEX Projects 
CAPEX Projects
CAPEX Projects are generally created by McIntosh Perry with repairs assigned to the corresponding Admin Coordinator. Managing Repair tasks:
Managing CAPEX Projects/Repairs
Managing CAPEX Projects / Repairs
When a repair is created as part of a CAPEX project, it will be assigned as a repair task, by default, to the Admin Coordinator assigned to that site.
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.
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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 
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The property landing page provides links to all property projects:
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Selecting the project will display repairs associated with that project.
Managing
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CAPEX Repairs/
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Tasks
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 / update the completion percentage of the repair |
| Add any attachments relevent to the repair |
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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 any new information. Close this task button will mark the repair task as complete. |
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