Work Order Data Validation for System Setup
Please follow the validation rules below when filling out System Data in the System Setup File that needs to be filled out for onboarding.
Validation Rules: Work Order Selection Data
Work Orders in ExactEstate are primary completed via drop-down selections, and we allow complete customization of each selection option chosen during a work order.
Work Order Locations: These are the areas that are attributed to work orders such as: master bedroom, secondary bathroom, living room, etc...
Work Order Category: These are main topics or fixtures in a residence that may require a work order. Examples could include: building exterior, electrical and lighting, appliances, etc...
Category Items: Work Order Category Items relate to the items being checked inside a Work Order Category. Examples include: ceiling fans, lights, locks, blinds, etc... For the Category Items, make sure that you separate each item by a comma in the file.
Only For Staff There are some work order categories you may not want residents to see. Enter an "X" into this field to restrict the viewing of the category to only staff.
