Organizing Your Properties with Property Groups in Re-Leased

This guide introduces Property Groups, a feature in Re-Leased designed to help users manage their properties more efficiently. Whether you're overseeing large portfolios, block management, or multi-family properties, Property Groups provide a way to group properties logically, empowering you with streamlined management capabilities.

Advantages of Using Property Groups

Embracing Property Groups in your Re-Leased allows you to:

• Organization: link your properties logically under a group for blocks & estates.
• Bulk Actions: managing maintenance and compliance tasks for common areas within a group.
• Outgoings & Budgets: Apportion and report service charges/outgoings on a group-wide basis.

Creating a Property Group

Forming a Property Group is a simple process:

1. Navigate to the Property Management > Properties.
2. Choose New Property Group.
3. Enter in the name for the group and select a company which this pertains to.
4. Decide on whether you wish to create a General Property (NOTE: this is important to create if you wish to create maintenance and compliance's against common areas within a property group). 
5. Assign Properties to the group.

General Property

A General Property represents a property group for actions like maintenance and compliance tasks against common areas within a group. We suggest naming this the same as your property group. 

Maintenance & Compliance on General Properties

Once you have created a general property against a property group you can create maintenance and compliance tasks for shared areas like gardens. To do this, first create an area that represents this common area within the general property, you can learn about this here.

To create a Maintenance:

1. Navigate to the maintenance hub, Property Management > Maintenance 
2. Choose Create Maintenance 
3. Enter the required fields
   
   • Company,
   • Property - here you will select Property Group to identify the group you wish to create the maintenance task against,
   • Title, 
   • Maintenance Type.
4. Select Create.

To create a Compliance:

1. Navigate to the Compliance Hub, Property Management > Compliance
2. Select Create Property Compliance
3. Enter the required fields
   • Property - here you will select the Property Group you wish to create the compliance against,
   • Compliance Type, 
   • Title, 
   • Assigned to, 
   • Create a required task or document upload.
4. Select Save or Mark as Compliant.

Notes on Property Groups

To create Notes at the Property Group level:

1. Navigate to your Property Group: Properties > Property Group toggle
2. Select your Property Group where you would like to create a Note
3. Choose the Create Note option
4. Enter in the required fields
   • Subject,
   • Date,
   • Type,
   • Description,
5. Select Save

Deleting a Property Group

To delete a Property Group, you must first archive the general property. To do this follow these steps, 

1. Navigate to Property Management > Properties > Property Groups,
2. Select the Property Group you wish to delete,
3. Against the general property you will notice 3 dots, which you can click to select Archive,
4. Navigate back to the Properties page, 
5. Against the Property Group you wish to delete, select the three dots and choose Delete.