Emergency & Escalation Settings
Managing Intake Settings
This guide explains how to use Intake Settings to customize your work order workflows. By setting rules that match your team’s needs, you can control how requests are received, routed, and managed from start to finish.
Get Early Access to Intake Settings!
Before you proceed, please make sure that the Intake Settings is activated on your account. Intake Settings is currently available by request as part of our initial launch. If you’d like to gain access and experience it firsthand, please complete the form below!Quick Video Tutorial: Start Here!
Creating a New Rule Set
Access the Intake Settings via your Account Settings page. From there, click Manage Rule Sets.
Creating New Rules
Click Create First Rule.
- Severity: Normal
- Severity: Urgent
- Severity: Emergency
- State: Needs Approval - When a rule is set to this state, the work order will require your approval as the property manager before it can proceed.
- Stop: Resident Responsible - When a rule is set to this outcome, the job will be automatically canceled.
Reorder Rules
Rules are processed in order, so place higher-priority rules at the top. You can adjust the order by clicking the up or down arrows next to a rule until the arrangement meets your preference.
Your rules can be updated anytime, giving you full flexibility.
How to Edit your Current Rules
Locate the rule you want to edit. Then, click on **Edit **to open the rule details.
You can go through the same steps to Delete a rule if deemed unuseful.
Testing Your Rules
To test if a rule works, use the Test Issue section. Scroll down to the “Test Issue Description” field, enter a sample maintenance issue, and click Test Rules to see how the rules apply.
