Add a feature to a property to record that it has, for example, a pool or an elevator. Adding a feature also adds its compliance obligations, and lets you start its logbooks.

Before you start

  • To add a feature, you need the Add Items permission. To rename one, you also need Edit Items. To remove one, you also need Delete Items.
  • The feature type must already exist. See Set up feature types.
  • To start logbooks while you add the feature, you need View Logbooks and Manage Logbooks permissions.

Add a feature

  1. Go to Settings › Properties, choose the property, then open the Features tab. You can also open the property in Compliance › Document Vault.
  2. Select Add Feature.
  3. Step 1 of 3: choose the feature type. Each card shows how many obligations and work orders it creates.
  4. Step 2 of 3: enter a Feature Name, for example "Main Pool".
  5. Under Where Is It?, choose the common area the feature sits in. To use a new area, choose Add New Area, then pick a Property Area and enter an Area Name.
  6. If Document Vault is on, check the Obligations panel. It lists the obligations this feature brings to the property.
  7. If Logbooks is on, select Next · Logbooks. Under Which logbooks should crews keep here?, tick each logbook you want to start. You can leave them all unticked.
  8. Select Add Feature.
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Important

If the feature type has obligations, adding the feature creates them at this property and raises a work order for each one straight away.

If no log types match the feature, step 3 says so and offers Go To Log Types. You can still add the feature and start logbooks later.

Rename a feature

  1. On the property's Features tab, select the feature.
  2. Change its name.
  3. Select Save.

The area can't be changed after the feature is added.

Remove a feature

  1. On the property's Features tab, select ⋯ next to the feature, then Remove.
  2. Select Yes, Remove Feature to confirm.

The feature is archived rather than deleted, and its history is kept. Its obligations at this property are archived too.

Tip

Removing a feature doesn't pause its logbooks. Pause them first, or they'll show an error from the next period. See Start, pause and resume logbooks.

Frequently asked questions

I can't see the Features tab

The Features tab is for multifamily accounts with Property Features turned on. If you have both and still can't see it, check with your account administrator.

The area I want isn't listed under Where Is It?

Only common areas that match the feature type's suggested locations are listed. Choose Add New Area to pick from all area types.

An area type is missing from the Property Area list

The list shows the area types turned on for your account. Users with the Edit Area Types permission also see the others. Choosing one turns it on for your whole account.

Can I move a feature to a different area?

 

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