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CAPEX Projects for Admin Coordinators


RDS KNOWLEDGE BASE


CAPEX Projects for Admin Coordinators

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CAPEX Projects

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

Managing CAPEX Projects/Repairs

Managing CAPEX Repairs/Tasks

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.

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 


The property landing page provides links to all property projects:

Selecting the desired project type will open the project list screen.  

Selecting the project will display repairs associated with that project.

Managing CAPEX Repairs/ 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"

Enter the Cost/Budget details

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. 


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