Maintenance Calendar
Maintenance Calendar
The Portfolio > Maintenance Calendar screen is used to create maintenance responsibilities specific to each association such as pool cleaning, filter replacements, etc. If you are using universal navigation, click Tasks > Action Items > Maintenance Calendar.
The system can automatically create Action Items for the responsibilities and assign them to the property manager for tracking and reporting.
Creating a Maintenance Calendar
Select Portfolio > Maintenance Calendar. If you are using universal navigation, click Tasks > Action Items > Maintenance Calendar.
Select the appropriate association and Year.
Complete the following in the Calendar Items section. To add rows, enter the number in the More Items field and click Add. To remove lines, select the checkbox next to the item to be removed and click Remove.
Due Date: Enter or select the due date for the item.
Item Description: Enter a description for the item.
Create Action Item (days before): Enter the number of days prior to the Due Date that the Action Item should be created.
Click Save.
Copying a Maintenance Calendar
To copy Calendar items from the current year to a future year:
Select Portfolio > Maintenance Calendar. If you are using universal navigation, click Tasks > Action Items > Maintenance Calendar.
Select the appropriate association and Year.
Select the Calendar items to copy by selecting the checkbox to the left of each item and click Copy Calendar Items.
On the Copy Calendar Items popup, select the To Association and click Copy.
