Capture lease-linked project scope and rehearse the submission and evidence handoff during setup.
Admin configures the agreed staff identity and evidence-reading access. Property Manager rehearses processing on project creation with the intended staff account and lease. Check valid project terms, date order, budget and same-lease duplicates during setup before operational capture begins.
Property Coordinator or Property Manager enters the project name, parcel reference, construction start, target completion and budget. Select the operational lease and check the source information with the manager before creating the project. The configured procedure checks the new record and records its result.
Property Manager reviews the project feedback with the submitting person. The authorized evidence reader checks the actual Accepted or Rejected outcome with the project, lease and event date. Read the reason against the submitted scope before deciding what needs correction.
Property Manager compares the feedback with the source agreement and project terms while Admin inspects the attributed evidence. Identify the incorrect information and agree how the team will address it. Preserve the earlier result and verify the follow-up procedure during setup before relying on the next outcome.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.