General Tab Tasks Create Work Request
This task is used to create a Work Order that can be used to track work on communities, buildings, units and/or amenities. This is a simplified version of the Create Work Order task and only allows you to setup the Work Order and add one Problem or Request Line Item to it. If you need to create a Work Order with multiple Work and/or Material Line Items, use the Create New Work Order task. AP Invoices can be received against completed Work Orders under Accounts Payable Detail. If the work is done by or requested by an in-house vendor, then the Work Order can be billed to a community under Maintenance Company Detail. Inspections are created with the Add New Inspection task.
All fields with an asterisk * are required fields and you won't be able to save the WO until these fields have entries.
All the appropriate Maintenance Setup Tables discussed at Work Detail have been setup with the maintenance definitions of your company.
Vendors, and In-House Vendors if applicable, have been added at Vendor Detail.
A Management Company, Maintenance Company or any of your communities have their Send Bill To Address set at System Administration > Accounting Setup - Export Information Setup.
Household Detail General Tab Tasks Create Work Request
Reported Date - The reported date will default to today's date, but can be changed to any date in the past. This is the date Request or Problem was reported by the resident or staff, not necessarily the date the Work Order is created in Property Manager.
If the Allow Time Entry on Dates is selected at System Administration > Maintain Lookup Tables - Business Constants, you will also need to set the time of day the Request or Problem was reported.
Community/Co - select the community, maintenance company or management company the Work is to be done for.
A community, management company or maintenance company will be selected when this task is started with a Community/Co in context or with a community selected when started from Community Detail, Building Detail, Unit Detail or Amenity Detail.
A Management Company is added at System Administration > Management Offices, and has a Send Bill to Address assigned at System Administration > Accounting Setup > Export Information Setup using the Add Management Company Export Information using the Maintain Send Bill To task.
A Maintenance Company is added at Vendor Detail as an In-House Vendor, and has a Send Bill to Address assigned at System Administration > Accounting Setup > Export Information Setup using the Maintain Send Bill To task.
Community that has a Send Bill to Address assigned a System Administration > Accounting Setup > Export Information Setup using the Maintain Send Bill To task.
Building/Unit - select a building or a unit for the work is to be done.
The Building/Unit the household lives in will be selected by default.
You can use the Household Search 
button to find the household you wish to create the Work Order for. After making your selection, the Community/Building/Unit fields will completed based on your selection.
This flag will default to the setting on the Household Detail > General tab for the household in the selected community and unit.
If the Work Order is for an entire Community or a Building, this flag will default to Yes.
The words "Permission to Enter Unit" will appear on the printed Work Order.
Resident Scheduling Note - enter a note specific to scheduling issues with the tenant living in the unit.
Entered On and Entered By - the date and user name of who is creating the Work Order is displayed and cannot be changed. This is the date the Work Order is entered into Property Manager.
Alerts - any alerts regarding the community, building, unit and/or amenity that has been selected will be displayed in this data window.
Alerts can be added to Communities, Units and/or Households that will appear on a Work Order when it is being created or maintained. Alerts allow you to display more information about a Community, Unit and/or Household that would be useful to the individual working with the Work Order.
Alerts come from User Codes added at System Administration > User Codes that have the “Show as Alert on Work Orders” parameter is selected.
Alerts will display on a Work Order for a community, unit and/or Household when these User Codes are added to that location at the respective User Code tabs under Community, Unit or Household Detail.
Alerts will also come from the Vendor Detail > Vendor Locations tab when a Vendor’s liability and/or worker’s compensation insurance has expired.
Alerts will also come from the Community Detail > General tab when the community the Work Order is for has been designated as being “Over Budget”.
Alerts will also come from System Administration > Maintenance Setup - Location Item Definition, when a selected Location Item has a Deficiency with an Alert Condition (Alert, Lead Paint, Asbestos) set for it.
Select Quick Start? to create the initial Work Order Line Item from a Problem Template or Work Order Template designated as being available for Quick Start Work Orders. If this Work Order is not to be created from a Quick Start template, skip to Step 10.
A list of Quick Start Work Order Templates and Problem Templates will be displayed. Select the Quick Start Template to create the Work Order from.
Deselect the Defined parameter to see all Quick Start Work Order Templates and Problem Templates, not just the ones specifically defined for the selected Location Area (Community, Building, Unit or Amenity)
Quick Start Work Orders are generally for tasks that occur frequently and easily defined. Each Quick Start Work Order is a single problem to be addressed.
Quick Start Templates are not filtered by the maintenance source selected when creating a new Work Order. All Quick Start Templates associated with the selected community will be available.
The Reported By (Source) of either Resident or Staff Request selected above will be overridden by the Source of the Template selected as the Quick Start.
If the Source of the template had been set to "All", then the Reported By selection above will remain in effect.
After selecting a Quick Start Template, skip down to Step 13.
Select the Location in the area where the Work is to be performed.
Deselect the Defined parameter to see all Locations and not just those defined for the selected Location Area (Community, Building, Unit or Amenity).
Locations are added/maintained at System Administration > Maintenance Setup - Locations.
Locations are defined for the Location Area you are in on the Maintenance Definition tab for Community, Building, Unit and Amenity.
Select the Location Item that the work is done on or in.
Deselect the Defined parameter to see all Location Items and not just those defined for the selected Location.
Location Items are added/Defined at System Administration > Maintenance Setup - Location Item Definition.
Location Items are related to Locations by their Location Type at System Administration > Maintenance Setup - Location Type Items.
Locations are defined for the selected Location in its Location Area you are in on the Maintenance Definition tab for Community, Building, Unit and Amenity.
Select whether or not this Work Order is for a reported Problem or a Request for something.
For Problems:
Select the Problem or Deficiency that the Work Order is being create to fix.
Each Location Item is given Deficiencies at System Administration > Maintenance Setup - Location Item Definition in the Deficiencies data window.
For Requests:
Select the Request or Task that needs to be done to meet the Work Order's request.
Each Location Item is given Tasks at System Administration > Maintenance Setup - Location Item Definition in the Tasks data window.
For both Problems and Requests, if it is in a Location Item's Definition, a tick mark will display indicating that it is and Emergency or a Health and Safety Issue.
Select whether or not the Work Order should be considered an Emergency.
If the Problem (Deficiency) selected has been set as an emergency on the System Administration > Maintenance Setup - Location Item Definition table, then this parameter will already be selected.
If the Work Order Template a work order is created from has the emergency indicator set there, then this parameter will already be selected.
Select an Additional Check to be performed along with this Problem or Request.
An Additional Check a Line Item added to a Work Order for additional things to check. This list is populated from Additional Check Templates created under System Administration > Maintenance Setup.
If there is only one Additional Check Template it will be selected by default. You can remove the additional check from any particular Work Order if you don't want it to be included.
If there are more than one Additional Check Templates, then you will need to select the one you wish to include.
More Additional Checks can be added manually on the Additional Checks step of this task below.
The Skill necessary for correcting the problem or handling the request will be displayed. The Skill is assigned to each task created for the selected Location Item on the System Administration > Maintenance Setup - Location Item Definition table. Deficiencies inherit a Skill based on the Default Task assigned to the Deficiency.
If a Task does not have a skill selected or a Deficiency does not have a default task with a skill or a Deficiency doesn't have a default task assigned to it, then the Skill becomes a drop down list that you can select a skill from.
Enter a Description specific to this initial line item of the Work Order.
Click Next to move onto the Print Options step of the task.
The Print Options step will allow to print out the Work Order, as well as any documents included in the “Work Order: Create Work Order” document group at System Administration > Maintain Documents - Maintain Document Groups.
Click Save and Add Another to complete this Work Order and start the task again to add another Work Order, or click just Finished.
Maintenance Detail > General Information