Configuring Room Inspection Runs and Templates: Step-by-Step Instructions
AL

Andres Lopez

Created Jul 27, 2023

Configuring Room Inspection Runs and Templates: Step-by-Step Instructions

80
    u

StarRez Web

0 Steps

#

Creating an Inspection Run Template

12 Steps

This is a template in which inspection runs will be made.

1

Click on Admin

Click on Admin
2

Click on Rooms

Click on Rooms
3

Click on Inspection Run Template

Click on Inspection Run Template
4

Click on New

Click on New
5

Provide a description of the Inspection Run Template

This Inspection Run will be created by term and by building to ensure the auto create feature is creating one template that will be managed by the RD.

Provide a description of the Inspection Run Template
6

Choose a Term

Choose a Term
7

Make the Inspection Run Viewable on Portal

Make the Inspection Run Viewable on Portal
8

Auto Create On Room Space Assigned

To clarify - this is upon assignment (when the resident signs their contract). NOT upon check in.

Auto Create On Room Space Assigned
9

Auto Create On Room Space Assigned

To clarify - this is upon assignment (when the resident signs their contract). NOT upon check in.

Auto Create On Room Space Assigned
10

Assign Room Location

Designate the Inspection Run to a building that matches the Description.

Assign Room Location
11

Click on Save Changes

Click on Save Changes
12

Click on Close

Click on Close

#

Creating an Inspection Run

10 Steps
13

Click on Rooms

Click on Rooms
14

Click on INSPECTIONS

Click on INSPECTIONS
15

Click the Plus sign

Click the Plus sign
16

Filter by building

You can further filter by room type to filter Staff apartments. If this is done, remember to include RA rooms.

Filter by building
17

Click on Search

Click on Search
18

Click on checkbox to select all

Make sure to uncheck rooms you do not want to create RCRs for.

Click on checkbox to select all
19

Click on Next

Click on Next
20

Select the template that corresponds to the building chosen.

Select the template that corresponds to the building chosen.
21

Select a due date

This is more for record keeping - does not automatically close the RCR on this date.

Select a due date
22

Click on Finish

Click on Finish
Well done!
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