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- Property Management System
- Process
- Inspection evidence
Inspection evidence
Capture a dated condition observation for the right unit and reviewer.
Step by step
-
Select the unit Property Coordinator
Property Coordinator checks the property name and unit number before preparing an inspection. A similar unit number in another property is not the same place.
- Confirm the exact space
- Updates Units
-
Select the inspector Property Coordinator
Choose the person who actually performs the visit from the staff and contractor register.
- Attribute the observation
- Updates People
-
Capture the observation Inspector
Inspector records the inspection date, condition and evidence attachment on the unit's inspection record.
- Keep condition, date and attachment together
- Updates Property inspections
-
Hand over the evidence Property Manager
Property Coordinator presents the observation and its unit context to the responsible reviewer for a decision about any follow-up work.
- Review the observation in property context
- Updates Property inspections, Units
-
Follow an issue Property Coordinator
If the condition calls for repair, create or review a unit service request. A later corrected observation should preserve the earlier evidence and attribution.
- Carry a repair issue into unit work
- Updates Service requests, Property inspections
Who does what
Roles and permissions- Inspector
- Captures the visit.
- Property Coordinator
- Prepares the handoff and any repair record.
- Property Manager
- Reviews the condition and related work.
Set up Property Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.