Move In/Out Tracker Workflow Enhanced

 Dear ADDA Admins,

We have enhanced Move In/Out Workflow. You can now bring your Move In / Out Process entirely online. 

Checklists & Access Control.

We have introduced 2 Sets of Checklists – one for Move In and one for Move Out. These checklists not only serve as a guideline, but also captures who verified what in the audit logs. 

 

Screen Shot 2014-03-08 at 6.57.31 pm

Furthermore you can also now control who gets to Approve or Deactivate Users – a much requested feature enhancement from the Large ADDAs. 

Screen Shot 2014-03-07 at 8.51.54 pm

 

When a new member registers in your ADDA, an online form is automatically emailed to him. The member is now in Awaiting Approval Phase.

Once the Member completes the form and submits it, a Manager or a volunteer can then verify the form submitted, and check the items in the checklist. Once all the items are checked, the member gets approved automatically and moves to the next Stage – Approved Owners or Approved Tenants.

Easily View Owners and Tenants

We now have separated the Owners and Tenants in Move In/out Tracker. 

Under Tenants, you can also view the tenants whose Agreement is Active, whose Agreements are expiring this month, and whose Agreements have already expired. 

Screen Shot 2014-03-08 at 6.58.51 pm

Introducing NOC Stage

NOC – as in No Objection Certificate – needs to be obtained by a member, before they can vacate the premises. To Start the NOC process, click on Initiate NOC button of the Member. This will move the Member to NOC Sent Stage and an accompanying Form gets emailed to the Member. 

  

Screen Shot 2014-03-08 at 7.00.01 pm 

 

Once the form is submitted by the Member – the Manager can then verify and once all the Checklist items are checked – the Member is Deactivated automatically.

 

Enjoy!

Automation Elves at ADDA. 

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About the Author: Paul Maliakel

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