Property Policy Groups Grid

Use this grid to manage Property Policy Groups. A Property Policy Group is a group of policies and associated settings that can be applied to one or more properties. The button at the top of the grid allows you to add new Property Policy Groups.

After you add a Group, you then edit the default settings to establish a unique set of policies/settings for that Group.

To print a list of property policies for one or more Property Policy Groups, go to Reports—Setup Reports—Property Policy List.

Add Property Policy Group button

Click to add a new Property Policy group. Prior to adding or editing Property Policy Groups, at least one property must be set up with a valid Policy Code (Residential or Commercial) for that property.

Group

The Property Policy Group code. Click the Settings link to edit the property policies for the Group.

Description

The user-defined description of the Property Policy Group.

Property Type

The Property Type: Standard Residential or Standard Commercial, selected when you add or edit a Property Policy Group.

Note

For any given property, the Property Type for a Property Policy Group must match the Property Type selected in the property's setup. Refer to the Setup—Property—Properties—Add/Edit Property Tab for more information.

Settings

To view or edit a Property Policy Group, click the Settings link to open the Settings page.

Delete

Click the button to delete a Property Policy Group.

Note

When you delete a Property Policy Group, you are deleting the Group identifier that appears in the Group column of the grid as well as the specific grouping of policies that it represents.

Follow these steps to add a new Property Policy Group to eSite. This is the identifier for a group of policies.

From the eSite menu, select Setup—Policies—Property Policies.
From the Property Policy Groups Grid, click Add Property Policy Group.
In the Group field, type a five-character identifier for the Property Policy Group.
In the Description field, type a description for the Property Policy Group.
In the Property Type field, select the type of property this Property Policy Group applies to: Standard Residential or Standard Commercial. For more information about Property Types, refer to the Properties Tab.

Note

Your selection of Property Type controls access to functions within the system that are specific to that property type. For example, you must select 6 - Standard Commercial to access functionality designed for commercial management (such as Record Sales or CPI Calculations).

Click Save. You are returned to the grid.
Locate the Property Policy Group in the grid that you just created and then click the Settings link to edit/customize policies to your requirements. Otherwise, the Property Policy Group inherits all default policy settings. Refer to the Settings page for instructions and more information on policy setting options.

Note

Refer to Setup Steps and Setup Sequence in the Policies and Setup Guide for more information about initial setup of property policies.

Follow these steps to edit a Property Policy Group in eSite. This is the identifier for the grouping of policies.

Note

If you want to change policy settings, from the Property Policy Groups grid, click the Settings link for a Group. All the policies for the Group appear, and then you can edit the policy settings.

From the eSite menu, select Setup—Policies—Property Policies.
Select the link in the Group column for the Property Policy Group that you want to edit and then make the desired changes to Group, Description, or Property Type.
Click Save.

Follow these steps to delete a Property Policy Group in eSite.

WARNING

When you delete a Property Policy Group, you are deleting the Group identifier that appears in the Group column of the grid as well as the specific grouping of policies that it represents.

From the eSite menu, select Setup—Policies—Property Policies.
From the Property Policies Tab, click the Delete button for the Property Policy Group you want to delete. A confirmation message appears.
Click OK to confirm. The system deletes the Property Policy Group.