Inspection Schedule (Individual Lease)
You can create periodic work orders assigned to a primary unit on an lease through Inspection Schedules. An Inspection Schedule can be set on an individual lease or on the lease form, to be applied to all new and existing leases.
To create an inspection schedule on an individual lease:
Locate the lease by using Search or the Lease Navigator.
Click the Summary button.
Click the Edit button at the top of the page.
Click the arrow within the Inspection Schedule section.
Click the radio button for the Schedule Inspection option. This allows you to edit the fields below.
Set the frequency of the inspection work order, using the dropdown menus in the Scheduled Every field.
Select the user responsible for managing the work order; the names of the applicable users are found within the Managed By dropdown menu.
Enter a Description for the work that needs to be done.
Enter a Cost Estimate for the work order, if appropriate.
Click the Save button located at the top of the Lease.
The inspection schedule appears on the lease's summary screen.
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