Municipal Orders
When a Municipal Order is received, the Admin Coordinator is responsible for adding and managing the Municipal Order and associated repairs from within the Property Projects system.
Managing Municipal Orders
Adding & Managing Repairs/Tasks
Managing Municipal Orders
Locate the building / property 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:
Selecting Municipal Orders from the Projects Overview or from the left menu bar:
Each option will direct you to the Municipal Orders list screen which displays all municipal orders for this property / building.
Adding a Municipal Order | |
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From the Municipal Orders list screen, click ADD to create a new project.
| Input a reference number and select the municipality. Then Save to create the project.
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From the Project Screen, "New Repair" will create a new repair task. See "Adding/Managing Repairs" The Project Status can also be updated to "In Progress"
From the Project Screen, reference documents can also be linked and/or added from the Documents tab.
The Link Document option will display available documents/reports from other modules for the same property.
| Clicking the document or report from the list will provide additional details and the ability to preview/download the report before linking it to the Municipal Order project.
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Selecting any order from the Municipal Orders list screen will display repairs associated with that order.
Adding & Managing Repairs/Tasks
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
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Add / update the completion percentage of the repair
| Add any attachments relevent 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 any new information. Close this task button will mark the repair task as complete. |
