4.10 Other Functions
4.10.3 Document Management
This area of the system allows for any documents relating to the running of the block (e.g. reports, meeting minutes, certificates) to be uploaded into the web-system. These documents come from 2 sources: Loaded automatically by the system for key ...
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' ...
4.10.6 Major Works
This screen allows users to store information relating to Major Works. Access via the menu option: Major Works You can create new Major Works by clicking on [New]: The top section contains mandatory fields such as the Works Title and Initial Budget ...
4.10.4 Reporting - Block
The reporting screen provide a range of reports relating to the block. These can range from financial reports to list reports which you can print of and analyse for a better view of the data in the block. Access via the menu option: The Block -> ...
4.10.2 Block Asset Details
This screen is used to record key information relating to assets at the property (e.g. access control, utilities, fire equipment, lifts, etc) Access via the menu option: the block -> block asset details
4.10.1 Lease Details
This screen is used to record lease information but does not affect the processing in the system. It is a repository of information. Access via the menu option: the block -> lease details You can upload the Lease documents here as well. When you do ...