RDS KNOWLEDGE BASE

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This page will provide support for Admin Coordinators to manage Mortgage Undertakings, CAPEX and Municipal Order projects.

Instructions

  1. Managing CAPEX Projects
  2. Managing Mortgage Undertakings
  3. Managing Municipal Orders

CAPEX Projects:

CAPEX Projects are generally created by McIntosh Perry with repairs assigned to the corresponding Admin Coordinator.  

Managing Repairs:

When a repair is created as part of a CAPEX project it will be assigned, 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.

1. From the CAPEX Repair Dashboard:

Repairs assigned to a given Admin Coordinator will be listed and can be filtered / accessed from this dashboard


2. By accessing the Building List or Site List from the top left menu bar and selecting "Property Projects" 


The property landing page provides links to all property projects:

Selecting the desired projects will open the project list screen.  


Selecting the project will display repairs associated with that project.



Once in the Repair Screen, the Admin Coordinator can manage the task using the following steps:












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