The Action List replaces the old Diary Lists which produced separate lists for Property Inspections, Gas Safety Certificates, Tenancy Renewals, Repairs etc. These lists have now been combined into one easy to use Action List which can be viewed for the current day, week or month, a specific period or ahead into the future. Each Action is divided into stages which must be completed before the whole Action is complete.
As with the old Diary Lists, PMX allows you to assign an Action to a property or to an applicant. There are a number of Action types already set up in PMX but you may create your own Action types. To view the status of any Action for a particular property or applicant, open that property or applicant and click on the Diary tab. To view Actions across all properties and applicants select Action List on the Management menu or click the Notebook icon.
The Action List option on the PMX Management menu shows all Actions assigned to all properties or applicants. When PMX first displays this list the Actions will be in order of Review Date and the highlight will be positioned on the first Action due for review by date. Actions can be filtered so that only certain types are displayed. Click the Filter button to display a list of Action types. By ticking the box next to each Action type you can specify which types are displayed. Click Clear All to remove all ticks or Set All to tick all Actions.
Actions can also be selected by Review date and displayed in different orders.
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