Scheme Overview

Adding a Scheme (Speculative Housing)

Step 1: Navigate to Schemes 

Step 2: Select + New Scheme 

Step 3: Enter all relevant information then Submit

Adding a Scheme (Partnership Residential)

Step 1: Navigate to Our Clients 

Step 2: Select the Client 

Step 3: Select + New Scheme 

Step 4: Enter all relevant information then Submit

Scheme name & logo

If you have the Resident Portal enabled you can choose for their portal to display the Scheme Name and logo, rather than your company name and logo.

Step 1: Within Scheme view select Edit

Step 2: Enter the Scheme name 

Step 3: Select Choose File to add the Scheme logo

Step 4: Select Submit

Scheme Discussions

Within this section you can discuss anything relating to the scheme, for example putting a plan together for unfinished roads. The discussion is visible to all users on your account, however you can choose to 'loop' certain users in to be notified. 

Step 1: Within Scheme view select Scheme Discussions

Step 2: Click + New Discussion

Step 3: Enter the title and message 

Step 4: Select users you would like to receive notifications for this discussion

Step 5: Click Submit

Once the Discussion is raised you and other team members can add supporting documents and comments. 

Scheme KPI

KPI's can be set at Scheme level or across the whole Speculative Housing and/or Partnership Residential. When set at scheme level this will be specific to this scheme. 

Step 1: Navigate to the Scheme

Step 2: Select Edit 

Step 3: Enter the response time for the defect and nomination should be resolved by.

Step 4: Click Submit