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

Instructions

CAPEX Projects:

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

Managing Repair tasks:

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

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: from the top left menu bar and selecting "Property Projects" icon

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:

First step is to "Start this task"	Enter the Cost/Budget details
Add any attachments relevent to the repair	Comments can be added for other project assignees to view / comment
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.