Recording and Following Up Property Issues

Issues provide a record of concerns associated with a property that may need to be reviewed or followed up before, or without, raising a work order.

Open property Issues

1. Open Properties → List Properties and select the required property.
2. Select the Maintenance tab.
3. Select Issues from the secondary navigation.

The page lists the issues recorded against the property. Select an issue to open its full record.

Log an issue

1. Select Log Issue.
2. Select the category and owner.
3. Enter the submission date and, if required, a follow-up date.
4. Enter a clear description of the issue.
5. Select Log Issue to save it.

Review and update an issue

Open an issue to review its details and use the available action to update the category, owner, dates or description.

Add an issue note

1. Open the issue.
2. In Issue Notes, select Add Note.
3. Enter the note and save it.

Notes provide a dated history of progress and follow-up activity.

Add a supporting document

Use the Issue Documents section to upload files that support the issue record. Open or download an existing document from the same section.

Delete an issue

1. Open the issue and select the delete action.
2. Enter the required Reason for deletion.
3. Confirm the deletion.

The actions and information available to you may vary depending on your permissions.