Property Groupings
Rebecca Bootman
7 steps
31 seconds
Introduction
1
Tap the 'Property Groupings' tile to review/edit the groupings linked to your selected address.
2
The groupings available in this section reflect those configured within your Lifespan Housing account and are limited to groupings defined as 'IsMobile' = TRUE. NOTE: Property groupings are custom-defined within your organisation. If any changes are required, please contact your internal system design team to review and update the configuration as necessary.
Add/Edit Property Groupings
3
Group headers are displayed in bold text with all existing values beneath. Any records that show as 'Not set' have not yet been assigned within your Housing account. To add or edit a property grouping, tap the pencil icon to the right of the description.
4
All property groupings should have pre-defined values (those shown will match the options in your Housing account).
5
Select the relevant option from the drop-down list provided and tap 'Save'.
6
On returning to the groupings list, any new or amended inputs will be displayed underneath the relevant heading.
Smart Survey Requirements
7
During Smart Survey configuration, one of your existing property groupings can be linked to the survey template. This ensures that, when a Smart Survey is completed for a property, only the questions relevant to the associated property type are displayed. To ensure the configuration is applied correctly, the linked grouping must be assigned within the Property Groupings section. If you are unsure which groupings are required, please liaise with your internal survey team for guidance and confirmation of the survey requirements.
Property Groupings
Rebecca Bootman
7 steps
31 seconds
Introduction
1
Tap the 'Property Groupings' tile to review/edit the groupings linked to your selected address.
2
The groupings available in this section reflect those configured within your Lifespan Housing account and are limited to groupings defined as 'IsMobile' = TRUE. NOTE: Property groupings are custom-defined within your organisation. If any changes are required, please contact your internal system design team to review and update the configuration as necessary.
Add/Edit Property Groupings
3
Group headers are displayed in bold text with all existing values beneath. Any records that show as 'Not set' have not yet been assigned within your Housing account. To add or edit a property grouping, tap the pencil icon to the right of the description.
4
All property groupings should have pre-defined values (those shown will match the options in your Housing account).
5
Select the relevant option from the drop-down list provided and tap 'Save'.
6
On returning to the groupings list, any new or amended inputs will be displayed underneath the relevant heading.
Smart Survey Requirements
7
During Smart Survey configuration, one of your existing property groupings can be linked to the survey template. This ensures that, when a Smart Survey is completed for a property, only the questions relevant to the associated property type are displayed. To ensure the configuration is applied correctly, the linked grouping must be assigned within the Property Groupings section. If you are unsure which groupings are required, please liaise with your internal survey team for guidance and confirmation of the survey requirements.
