Logging what a client has asked you to do

What you'll end up with: each thing a client or director asks for, by phone, letter or in person, on one list with a due date, until you mark it complete.

Before you start you need: nothing.

Nothing is added to this list on its own. A request that is not logged here exists only in someone's memory.

1. Go to Home, then Client Requests. A request pressed on My Work opens here, marked where it stands in the list.
2. Press Add Request.
3. Type the Request in a line, such as "Repaint the communal stairwell before the AGM".
4. Type the Detail: who asked, when, how, and anything agreed.
5. Choose the Property, or Not for one property.
6. Choose the Due Date.
7. Press Add Request.
8. When it is done, press Complete on the request.

You'll know it worked when: the message reads "'Repaint the communal stairwell before the AGM' added to the queue." It is listed under Awaiting Action, and after step 6 it leaves the list: "marked complete". Show Completed shows finished requests.

If something's wrong:

• You marked one complete by mistake. Press Show Completed to find it. Add it again if it still needs doing.
• Add Request and Complete are greyed. Your role can read the list but not change it. Ask an administrator.