Control Panel > Work Order > Property Inspection Checklists

Adding Checklists:

• Multiple checklists may be generated from a Checklist Template now or at a future date, if necessary.
• If you wish to create another checklist from an existing Template, skip to Step #6.

1. Click Control Panel > Work Order > Property Inspection Checklists.
   
   
   
   
2. Click Add under the Checklist Template section.
   
   
   
   
3. Enter the Checklist Attributes:
   
   • Title
   • Location (e.g. Building Interior, Parking Garage, Building Exterior, etc.)
   • Description
   • Monthly Tickler Notification (optional): Will email a notification to all Non-Tenant users with the Checklist Notification email subscription enabled in their user profiles.
   • Checklist Type: Simple (checkboxes) or Good/Fair/Poor Rating




4. Add Checklist Contents.
   
   • Click Add under the Unapplied Contents section.
   
   
   
   
   • Enter the Name of the new content.
   • Click Add Content.
     
     
     
     
   • The new content will be added to the Unapplied Contents section. Select the newly created/ desired content(s), and click and drag to the appropriate section of the Checklist Contents section.
     
     
     
     

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Note:

• Two levels, as seen above, must be added to the Checklist Contents for a generated checklist to work. Level One is the Category, and Level Two is the Checklist Item.

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5. Click Submit once finished. The newly created Checklist criteria will be displayed as a new Checklist Template.
6. To create a functional checklist, locate the desired Checklist Template, and click Generate.
   
   
   
   
7. The newly generated checklist will display under the Open/ Generated Checklists section. Refer to Using Generated Checklists for more information.