Property Lifecycle

This feature enhances property management by allowing more precise status tracking and access control. User visibility of properties with these statuses depends on individual permission levels, ensuring appropriate information access across different user roles. 

The two additional status options for properties are Decommissioning and Pending. 

Decommissioning: 

• Indicates the property is not yet live for tenants 

• Team is still setting up the environment 

• Access restricted based on user permissions 

Pending: 

• Signifies the property is being sold 

• Tenants should no longer submit work for the property 

• Maintenance activities continue 

• Visibility controlled by user permissions 

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Permission Requirements: 

Within the “Buildings” permission section, we have two new permissions for property lifecycle: 

1. “Can Access Decommissioning Buildings” 

1. Users with this permission can view and interact with properties that are in the Decommissioning Status 

2. If a user does not have this permission, they will not see this property within their profile 

2. “Can Access Pending Buildings” 

1. Users with this permission can view and interact with properties that are in the Pending Status 

2. If a user does not have this permission, they will not see this property within their profile 

NOTE: 

• If a property is in the Active status, users will have full access as they did prior to this workflow. 

• Users who are already tied to existing work will need also to have the permission “Can Be Assigned Work”. This eliminates the chance of a user having access to an open, assigned task and losing access when the property status changes. 

To get there: 

• Navigate to My Properties 

• Can import statuses 

• Apply status when creating a new property 

• Bulk change the status 

• Change status within the property page 

Apply Status when Creating New Property within UI 

1. Go to My Properties 

2. Create New Property 

3. On Step 6, you will have the option to choose the status for the property 

4. When you save the property, it will adopt the chosen status, and permissions will determine who has access to the property. 

 

Bulk Change Property Statuses 

1. Go to My Properties 

2. Select the checkbox for the properties you want to change the status for 

3. Select option to Change Status 

4. Select Status and Save 

5. Statuses will bulk update for the chosen properties 

6. Permission will determine who has access to those properties 

 

Change Property Status within Property Page 

1. Go to My Properties and select a property name 

2. Within the property page, click on Building Info 

3. Adjust the Status dropdown 

4. Select Submit 

 

Include Property Status against Property Import  

1. Go to My Properties, Actions 

2. Import Properties 

3. Within the import, you can add the following options to the Status column: 

4. Active 

5. Decommissioning 

6. Pending 

7. Upload the document, and the properties will reflect the appropriate status