In this article we will outline the the Minimum and Optional steps to add your first Property, how to select the desired Property Details, and how to start Reporting Issues and Running Reports.
Each Step will link you to a corresponding Resource Center article with applicable Videos, How-to's, Best Practices and Tips.
TIP: Since all reported issues are added to the issue monitor in real time create Your Company as a Management Company and the first Property. This will allow you to create sample and test issues for training and internal use as opposed to tying them to an actual client's property and reports.
Minimum Mandatory Steps to Add a Property
To make a property "Live" for access on a reporting device there are 6 steps that MUST be completed:
These options can be accessed during the initial Property set up, or can be added anytime in the future by Editing the Property.
If you have any questions you can contact your Customer Success Manger directly or Tech Support at 888-505-8722 ext 4.