Adding a Defect

This section can be used for adding individual defects on an ad-hoc basis. 

Step 1:  Within plot view select + New Defect

Step 2: The scheme and plot/address details will auto-populate.

Click Next

Step 3: Select the Defect category/sub-category for the Defect and a description detailing the defect. Complete the details for Priority based upon the urgency of the defect. For example, 'Emergency' could be a water leak and 'Low' could be used for a nail pop. 

Location is a free type box where you can give further information as to where the defect can be found e.g. Living Room, Bathroom etc. This field will not be visible within the Resident Portal. 

Please note, account configuration will vary. Additional boxes may be visible within this screen for Ticket Type/Defect Reference etc.

Step 4: The contact details will auto-populate for accounts with a primary contact in the 'Contacts' tab with a Start Date, or when details have been previously entered when adding a Defect. For the details to auto-populate from the contacts tab, the Resident must have a start date.

If this does not auto-populate, details can be entered manually or left blank.

Click Next

Step 5: Review the details and add image(s) within 'Add Documents' if required. 

Clicking 'Choose Files' will allow you to search for your saved images or clicking 'Image' will take you to your camera, if you are using a mobile device. 

Step 6: Once complete, click on Post Defect or if you have another defect to add click on Post Defect and Add New