Managing Types

For Asia-Pacific and European users, the term "Tenants" is used, whereas in North America, the term is "Leases" when referring to the living or business arrangement on a property. For further information on regional terms, check out our Glossary of Regional Terminology.

This article is your step-by-step guide to managing different 'Types' within the settings menu of Re-Leased. By the end, you'll understand how to add, edit, archive, and restore 'Types' that relate to various aspects of your property management activities, including tenancy, area, maintenance, insurance, and property. These categories play a vital role in keeping your records systematic and highly functional.

Getting Started with Types

Types in Re-Leased are fundamental labels that help categorize elements of your property portfolio, such as properties, tenancies, and maintenance items. To begin managing Types:

1. Navigate to the Settings option from the main navigation menu.
2. Locate and click the relevant 'Type' you'd like to manage under the General section.
   
   

Creating a New Type

To add a new category to your types:

1. From the Settings menu, select General and find the appropriate type category.
2. Click on the + Create New Type button, normally situated at the top-right of the screen.
3. Enter the title for your new 'Type' and finalize by clicking Save Type.
   
   

Importing, Editing, Archiving, and Restoring Types

Manage your Types effectively with these procedures:

• Importing: Use the Import button in the respective Type settings to perform bulk uploads of new Types.
• Editing: Select a Type from your list, make any desired changes, and ensure to click Save to maintain updates.
• Archiving/Restoring: Click on the particular Type you wish to archive or restore, then select either Archive or Restore.

Understanding Different 'Types'

Each Type category serves a unique purpose within the property management workflow:

• Lease/Tenancy Types: Identify various tenancy arrangements and simplify report filtering.
• Lease/Tenancy Form Types: Specify form types relevant to leasing procedures and documentation.
• Review Types: Establish parameters for rent review processes, including any percentage-based evaluations.
• Area Types: Distinguish between the different areas within properties for better space management.
• Maintenance & Inspection Types: Classify maintenance and inspection tasks to streamline operations.
• Rent Types: Set up distinctive rent conditions to use with Rent Templates, including predefined income account allocations.
• Insurance Types: Sort insurance policies by their respective categories for easier management.
• Property Types: Group properties into appropriate classes when adding new listings to your portfolio.
• Zoning Types: Differentiate between various zoning designations on property title records.

For many Types, you can introduce new options directly from dropdown menus when managing specific records (e.g., Leases/Tenancies), or from the Settings menu for broader oversight.

Efficiently managing Types within Re-Leased is essential for maintaining an organized portfolio and ensuring precise record-keeping. This ultimately helps facilitate better analytical insights and promotes smoother operational workflows.