Capturing property attributes with Custom Forms

The RDS Custom Forms feature allows administrators to configure custom forms to capture specific property attributes for generating reports (such as SOV/COPE attributes etc..), and dashboard views, verifying data at the property-level (such as rent roll and unit turnover) and maintaining a historical reference.

From the administration menu, select System >> Custom Forms and Add or edit an existing form:

Add a form name, select "Date Sensitive" to view data captured on specific dates and the record type. Multiple records allow you to maintain more than one instance of the form.

Add the form fields and select the field type:

Next - select the "Security Tab" to specify which roles and/or users can view the form, edit the form and extract the data. If none selected, then these options will be available to all roles who have access to property details.

Once complete, you can access your custom forms from the property information screen:

From the Property List Screen select the Information Icon beside the property you would like to view
or select "Property Details" from the menu on any Property Landing Page

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Then select the Menu to the right for the list of forms.

From the form screen, select "Edit" button at the bottom of the screen to add / edit values.

Use the Attachments tab to add relevant documents, Tasks tab to create a task for yourself or another team member and Comments for adding any additional comments about the form details then save the form.

If the "Date Sensitive" option was selected when creating the form, you will see an "Effective Date" field in the form. You can input a previous date to view the data that was captured on that date for historical reference.

Use the menu to the right of the form title to extract the form data to a .csv and "Notifications" option to designate roles and users to be notified of any new comments or record updates.

For Multiple Record Forms:

Individual instances of the form can be added from the bottom right. All records will be available from the form list screen.