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This article will guide you on how to view or edit an existing property in Moralius.
How to view/edit a property
To view or edit a property, simply follow the steps below:
- Click on ‘Properties’ on the menu on the left part of the screen.
- Click on ‘Properties'.
- Select the property you want to view or edit and click the pencil/eye icon (depending on your role permissions) at the right of the row.
- Change the fields that you want.
- Click on ‘Save’ if you want to save any changes.
Basic information
On the ‘Basic Information’ tab you can view/edit the following fields:
- Account (non-editable)
The name of the company (account).
- Title
The title of the property.
- Address
The address of the property. To change it, type the address in the box above the map, or drag the red pin on the exact map’s location.
- Range
The range, in which a worker can check-in and out of the property. To change it, use the slide bar just below the map.
- Total Inspection Visits (non-editable)
The total number of inspection visits that have been performed on this property.
- Total Hours On Site (non-editable)
The total duration of the inspection visits that have been performed on this property.
- Avg. Grade of Customer (non-editable)
The average grade provided by the customer for this property.
- Active
Shows whether the account is active or not.
The rest of the address-related fields (City, Post Code, etc.) are automatically filled based on the selected address.
Services
On the ‘Services’ tab you can view the services linked to the property with the following fields:
- Service
The name of the service.
- Total Inspection Visits
The total number of inspection visits that have been performed for each service.
- Total Hours On Site
The total duration of the inspection visits that have been performed for each service.
- Avg. Grade of Customer
The average grade provided by the customer for each service.
- Active
Shows whether each service is active or not.
Inspection Visits
On the ‘Inspection Visits’ tab you can view the inspection visits performed at the property with the following fields:
- Creation Date
The date and time when the inspection visit was created.
- Service
The name of the service.
- Supervisor
The full name of the supervisor that is linked with the service.
- Inspection Form
The inspection template used.
- Duration
The duration of the inspection visit.
- Avg. Grade of Supervisor
The average grade provided by the supervisor.
- Avg. Grade of Customer
The average grade provided by the customer.
- Active
Shows whether the service is active or not.
Quality Questionnaires
On the ‘Quality Questionnaires’ tab you can view the quality questionnaires linked to the property with the following fields:
- Quality Questionnaire
The name of the quality questionnaire.
- Service
The name of the service.
- Owner
The full name of the owner of the quality questionnaire.
- Account Contact
The full name of the account contact.
- Grade
The grade of the quality questionnaire.
KPIs
On the ‘KPIs’ tab you can view the KPIs of the property with the following graphs:
- Avg. Customer Evaluations Grade for Inspections
Shows the average grades of the property provided by the customer per KPI.
- Avg. Supervisor Inspections Grade
Shows the average grades of the property provided by the supervisor per month.
- No. of Corrective Actions per Month
Shows the number of correction actions created for the property per month.
- Avg. Quality Questionnaires Grade
Shows the average quality questionnaires grades of the property.
- Avg. per Quality Questionnaire
Shows the average quality questionnaires grades of the property per quality questionnaire.
Each graph can be printed out by clicking on the icon at the top-right part of the graph and then on ‘Print’, or saved on your computer by clicking on the icon at the top-right part of the graph and then on the file type that you prefer (e.g. ‘PNG file’).
Related articles
Read this article to see how you can filter, sort and export the data of these screens, or even select which columns will appear.