Property Compliance

Rex PM has quite a few Tasks including Property Compliance. 

These Tasks are created for you automatically, based on the Compliance you have added to the Property Record. 

You can find more information about Property Compliance Settings here - Property Compliance Settings

Adding Compliance to a Property

You can add the compliance Categories or Requirements you need to keep track of with your supplier using the below steps:

1. Go to the Property Record 
2. Head to the Insurance & Compliance Tab
3. Select Add Category or Click into the Category Field 
4. Select the relevant Category 
5. Click Save 

This will then add the requirements pre-set for the select Category type.  These can be seen in the Insurance & Compliance tab on the left-hand mini-menu. 

Here you can also add other specific requirements that aren't pre-set using the below steps:

1. Go to Insurance & Compliance on the Property record 
2. Select the plus icon 
3. Select the Requirement to add 
4. Click Add Item

Manage Property Compliance Task

A Property Compliance Task can have one of three statuses, Not Started, In Progress, or Completed.

To quickly update the progress of your Task you can click the drop-down in the Progress column and select the new progress status from the drop-down.