Municipal Orders for Admin Coordinators


RDS KNOWLEDGE BASE


Municipal Orders for Admin Coordinators

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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 a Municipal Order

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 

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


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.


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.


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

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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