Specify the Action Taken for a Property Item
  1. Select Search > Property Management > Property Items > Select the required option.

  2. Enter your search words in the field provided > Select Search.

  3. Open the property item.

  4. Select the Actions subtab.

    Use either of these options to specify the action taken:

    • Right-click in the Actions area > Select New.

    • Select the New action icon.

  5. Select the action taken in the drop-down provided.

  6. Specify who took the action in the Actioned By drop-down.

  7. Use the date and time fields to specify when the action was taken.

  8. Enter any comments about the action taken in the field provided.

  9. Select OK.

  10. Select Save.

    You can also specify an action for a property item from a case.

    To do this, open the required case > Select the Contents tab > Select the Property Items subtab > Right-click and select Filters.