Property Condition Module

I.  Introduction

Use the Property Condition module to complete stand-alone or comparative property condition reports. Thanks to pre-recorded and customizable descriptions, inspections can be completed in little time. It also allows you to efficiently enliven your reports with site photos.

The module is divided into five tabs:

  • Meter/Heating
  • Property Condition Recap
  • Keys/Attached structures
  • Enclosures
  • Signatures

The Surveyed Rooms list, on the left, is determined by the List of Rooms you defined in the Field Section: Basics Tool: List of Rooms tab.

--->--> See the WikiLICIEL "Field Section Basics" article for more information.

II.  Meter/Heating Tab

Complete these fields:

Type of Prop. Condition Insp.

Select the option that describes the inspection from the drop-down menu, or use it as a text field to specify the reason for the inspection.

Date / Tenant

In each set of fields, enter the name of the Tenant, and the date of the inspection.  You can use the (calendar) and (contact) buttons for easier entry.  These fields are especially useful to record information on incoming and outgoing tenants of a property.

  II.A  Adding a Meter Reading

1.  Click on  to open the Meter Reading window to add a new reading.

2.  Complete these fields:

Type

Select the type of utility meter.

Reading, Disc.

Enter the Reading from the meter, and its Unit of Measure in the drop-down field.  Check the Disc. box if the service is disconnected.

Date

Enter the date of the reading, or accept the default, which is the Date from the first Tenant field above.  You can use the (calendar) button for easier entry.

Observations

Enter any additional observations.

3. Click on to add the reading to the grid, and leave the window open for your next entry, or click on to add the reading and close the window.

  II.B  Modifying a Meter Reading

1. Double-click the reading in the grid that you want to change.  LICIEL opens the Meter Reading window for an existing reading.

2.  Change the data as required, then click on Modify to save the reading and close the window.

    II.C  Deleting a Meter Reading

1. Double-click on  in the grid line that you want to delete.  

A confirmation/countdown pop-up window will appear.

2.  Click on the Yes button to confirm the deletion, or on the No button to cancel it.

   II.D  Managing Setup/Status Section

Use the fields in this area to note gas and electric utility providers' information.

Gas Provider, Phone

Select the gas provider's name and phone number in the drop-down menus, or use them as text fields to enter the information.

Elect.

Select the electrical provider in the drop-down menus, or use it as a text field to enter the information.

Electrical Safety

Indicate the presence or absence of a 30mA differential.

Type of Heating, Hot Water Production

Check the fields that describe the source of heat and hot water, or check Other, to enter the information in that field.

Gas Equipment Maintenance

Use the (calendar button) to select the date of the latest maintenance on this equipment, or enter the information in the field.

Maintenance Not Performed

Check this box if maintenance was not performed.  Click on once if you want to clear the checkbox, then again to clear any data from the Gas Equipment Maintenance field.

III.  Property Condition Recap Tab

Use this tab to itemize and describe the property's components and contents.

   III.A  Managing the Utility Buttons 

allows you to add Property Description lines for the selected room, based on data that you entered in the Property Description module.

displays the Itemized Template Selection window, where you can select a relevant template to prefill the grid with components commonly found in the selected room.  You can click on Edit to edit the components for each template in your Software Settings. Click on Confirm to insert the already defined list.

displays the Itemized Template Selection window, where you can select and quantify components commonly found in the selected room.  

1.  Click on any of the room buttons to position the list to that group.

2.  Double-click the item that you want to add to display the Item Quantity window.

3.  Enter the quantity, then click on . To cancel the operation, click on .
    allows you to delete selected lines from the grid.

   

 allows you to delete all blank lines from the grid.
                         allows you to move the selected element up and down one position in the grid.
sorts the elements in the grid by order in which they were inspected.
                    opens the List of columns window for you to edit the grid's columns.

                                               

 toggles the display between "See All," "See Level," and "See Local."

                                         

 allows you to duplicate a room's components based on a selected room.
                          allows you to copy all the selected room's components to another room(s).

displays the Software Settings window to edit the component options.

             

 displays the Property Conditions Options menu:

   III.B  Description and Observation Window

You can double-click on any line in the grid to open the Description and Observation window, where you can add more information to each line in the grid.

   III.C  Managing the Appearance of the Property Condition Recap Grid

You can select and reorder which columns appear on the Property Condition Recap tab.

1.  Click on  to open the List of Columns window.

2. The left (All Columns) pane lists all available columns, with the currently displayed columns highlighted in green. The right (Displayed Columns) pane lists only the currently displayed columns, in order of their display, left to right on the grid.  You can add or remove columns from the display, and change the order and width of displayed columns.  Double-click any field in the Displayed Columns pane to edit its width.  

These options do not affect data, only display, so you can remove and replace columns on the display at any time.

3.  When you have completed modifications, click on .

IV.  Keys/Attached Structures Tab

Use this tab to describe keys and access requirements to the main structure and any others.

   IV.A  Adding Keys/Attached Areas Data

1.  Click on to display the Keys window.

2.  In the Qty., Identifier, Location (Type), and Qty. @ End fields, select a value from the drop-down menus or enter text.

3.  Click on to add the information.

4.  Click on to add an image.

     The Image selection window will open for you to load it.

5.  In the Additional Info and Access Code fields, enter any codes or other useful data about access to the property.

6.  Click on to display the Attached Structures window.

7.  In the Type, Nº, Door Condition, and Lock Condition, Clutter Vol. and # of Keys fields, select a value from the drop-down menus or enter text.

8.  Check the Empty and Unclean boxes if applicable.

9.  Click on to add the information.

10.  In the Additional Info field, enter any other useful data about Attached Structures within the property.

11.  Check the Clean, Partly Clean, and Unclean boxes if applicable.

V.  Enclosures Tab

Use this tab to add/visualize documents submitted by client.

   V.A  Adding Documents

    1.  In the Document submitted by client section, enter the name of the document that you will add.

    2.  Click on .
    3.  Upload the document from your computer. 

The document's name on your computer will appear in the Add enclosures to the list below section's Name of folder column, and a preview of the document will display in the lower section.

   V.B  Adding/Editing a Caption


    1.  In the Add enclosures to the list below section, select the document you want to work with.

    2.  Click on .

The Edition window will open.

    3.  Enter/Modify the caption.

    4.  Click on  to save it. To cancel the operation, click on .

The caption will appear in the Add enclosures to the list below section's Caption column.

   V.C  Adding a Capture


    1.  Take the capture.

    2.  Click on .

The capture's name will appear in the Add enclosures to the list below section's Name of folder column, and a preview of the screenshot will display in the lower section.

Note: The capture's name will be the date and time the screenshot was taken.

   V.D  Deleting a Document

 
    1.  In the Add enclosures to the list below section, select the document that you want to delete.

    2.  Click on .

You can also delete it by double-clicking on this icon , below the Delete column.

A confirmation/countdown pop-up window will appear.

    3.  Click on the Yes button to confirm the deletion, or on the No button to cancel it.

   V.E  Sorting the Documents

    1.  In the Add enclosures to the list below section, select the document that you want to move.

    2.  Use these arrows  to move it up or down one position in the list of documents.

VI.  Signatures Tab

Use this tab to record the signatures of the exiting tenant, entering tenant, and property owner.

   VI.A  Adding a Signature


    1.  In the Colors section , select the color that you want to use.

    2.  In the upper blank text field, enter the exiting/entering tenant and property owner's names, and/or introduce their signatures.

You can also click on  to load signatures previously saved in your computer.
To cancel a signature, click on .

To erase it, click on .


    3.  In the Signatures comments section, add any useful information about signatures (optional).

If a tenant declines to sing the report, check the box.

In the Reason drop-down menu, select the motive for refusing or enter it manually in the text field.