Custom Job Rules

Add Notes to the Building Settings Page

Custom job rules allow the organisation to define and display specific instructions or requirements for all work and quote requests related to a building. 

Adding a New Job Rule

On the building profile page locate the "Rules" icon on the lower part of the building banner below the image, click the “Rules”  button

Go to job Rules panel then scroll down to Custom Job Rules

Click the + New Rule button to begin creating a new rule.

Enter Rule Details

Description: Enter the details or requirements for this rule. Be clear and concise, specifying what should be done or followed for the building.

Visible for: Select which user roles can view this rule. This includes:

• • • • Admin

      • Building Inspector

      • Building Manager

      • Provider

      • Organisation Admin

      • Strata Manager

      • Strata Member

      • Support

Click Save to apply the rule. It will now appear for the selected roles on all relevant work and quote requests.

• Use rules to clarify building-specific instructions, like key collection procedures or working hours.

• Keep rules updated to reflect any changes in site access or compliance requirements.

• Limit visibility based on user role to avoid overwhelming users with irrelevant information.

If you need to update or remove a custom rule later, revisit the Custom Job Rules section and make the necessary edits.

Custom job rules are displayed on all work and quote requests for a building, depending on the visibility settings configured.

Strata Managers should contact us with any further questions regarding this process.