Property Compliance allows you to record and continue to update any compliance required for your Properties within Rex PM.
Categories & Requirements
Property Compliance Settings can be found via
- Select Settings in the main left-hand menu
- Select Property Compliance
You will see that Compliance is split into Categories and Requirements.
Categories is the Type of Compliance that you require for example Fire Alarms.
Requirements is then what you need to validate the above Compliance ie. Fire Alarm Inspection Certificate.
Category
To add a Category:
- Select Settings in the main left-hand menu
- Select Property Compliance
- Select Add Category
- Enter the Name for your Category
- Add a Description if you'd like
- If you have already created the Requirements, you can select from the drop-down
- Click Create and Close
Requirements
To create a Requirement:
- Select Settings in the main left-hand menu
- Select Property Compliance
- Go to Requirements
- Select Add New
- Enter the Name of the Requirement
- Select the Type of Requirement
- Enter a Description if you'd like
- From the drop-down select any Categories this relates to
- Choose to use default task creation settings or select specific settings
- Click Create and Close
Task Creation
As Property Compliance Tasks are created automatically for you, you can select when you'd like them to be created.
- Go to Settings in the main left-hand menu
- Select Tasks
- Click into Property Compliance
- Click the pencil icon to edit
- Select how far in advance you'd like the Task to be created
- Click Save