3.5.13 Site Management

3.5.13 Site Management

Info
Accessed via Workbench -> Settings -> Site Management tab - see screenshot below


Please ensure the relevant roles are setup for the Site Inspection module in order for users to have the right level of access. 
Idea
Please see the User section on this KB article to set these up: 3.5.4 Organisation
Idea
This allows you to carry out Site Inspections on your property. Please then follow the articles relevant for the setup on here: 3.6.0 Site Inspection 


    • Related Articles

    • 3.6.0 Site Inspection

      The Site Inspection Tool is available to all agents and access can be turned on and off from the agent settings screen under the Site Management tab. More info on this KB article: 3.5.13 Site Management Please also ensure you have the relevant user ...
    • 6.5.2 Site Inspection Report

      Users are able to produce a Site Inspection Report based on Tickets that have been created from doing a Site Inspection for a Block and recorded in the Ticket Module. To create a report go to the main Tickets screen accessed from the Workbench and ...
    • 3.6.1 Checklist Management

      The Checklists screen is where you can see a list of your Checklists, manage them and add more if you need. Access via the Workbench Menu -> Site Management -> Checklists You can only access this screen if you have been assigned the Checklist Manager ...
    • 1.4 Product Roadmap

      We’re continually developing Blocks Online to help Property Managers and Agents work more efficiently, stay organised, and remain fully compliant with the changing regulations in the industry. This roadmap gives you a preview of what’s coming next, ...
    • 4.10.5 Management Company Details

      These screens allow companies house submission documents to be recorded Access via the menu option: Management company -> Companies house To record Officer details use the [Add Director or Secretary] option. Please note that the 'Select Person' ...