Aspen Grove Solutions - Aspen iAnalytics iPropety Data Sources

Document Version: 1.0

Classification: Public

Document Origin: External

Department: Training

Document ID: Glossary of Terms

Title : Aspen Grove Solutions - Aspen iAnalytics iPropety Data Sources

Aspen Grove Solutions - Aspen iAnalytics iPropety Data Sources

1. Purpose To clearly explain fields available within Aspen iAnalytics TM to ensure that the end user has a clear understanding of the data available which will allow creation of purposeful reporting

2. Responsibilities Loraine Lamey ? Training Manager

Karen O'Sullivan ? Aspen iAnalytics Analyst

3. Circulation List Aspen iAnalytics TM Clients

Glossary of Terms

ApprovedDate Client Asset Manager ClientCounty ClientDueDate ClientName ClientPaymentMethod ClientPaymentReference ClientPaymentType ClientState ClientWorkOrderNumber ClientZip

WorkOrderItemDetail Datasource

Date Work Order has been updated with status of approved Management Company main person responsible for clients properties Client county address as entered on iProperty Date entered on raised work order as Client due date Client name as entered on iProperty Clients method of payment e.g check/card for a work order Payment Reference entered when entering payment for a work order Payment Status of a work order Client State address as entered on iProperty Client field option to enter clients own Work Order Number Client Zip as entered on iProperty

Page 1 of 6

Document Version: 1.0

Classification: Public

Document Origin: External

Department: Training

Document ID: Glossary of Terms

Title : Aspen Grove Solutions - Aspen iAnalytics iPropety Data Sources

CompletedDate ContactEmail ContactName ContactPhoneWork

DAYSLATE

DueDate

Date Work Order has been given status of completed Internal Person Email Internal Person assigned to manage the work order Internal Person work phone number

Calculating the number of days that a work order is overdue. This is based on properties with an open status and the work order status is either ordered or client approval required.

Date entered on raised work order as due date

ExpenseAccountCode

Code per Service price list. This will be empty for inspection work orders

InvestorCounty InvestorName InvestorState InvestorZip

LateClassification

ManagementCompanyCounty ManagementCompanyName ManagementCompanyState ManagementCompanyZip Month OpenedDate OrderedDate

Investor county as entered when adding a property Investor name as entered when adding a property Investor state as entered when adding a property Investor zip as entered when adding a property Classificatons when a work order is a number of days past its due date. > 7 Urgent, >=3 Very Late, >0 Late otherwise OK Management Company County as set up on iProperty Management Company Name as set up on iProperty Management Company State as set up on iProperty Management Company Zip as set up on iProperty Month name used to run expense report Date Work Order was created Date Work Order was ordered

OVERRUN

Number of days between work order due date and work order completed date

PaymentStatus PaymentType PropertyAccessCode PropertyAddress PropertyAssetManager PropertyAssetNumber PropertyAssignDate PropertyCity PropertyCommentCodes PropertyCounty PropertyDamage

Status of payment to the vendor Expense Type selected when adding a work order Access code as entered in iProperty portal Property Address as entered on iProperty Internal Person assigned to manage the property administration Asset Number as entered on iProperty Date property was added to iProperty Property City as entered on iProperty Comment codes as entered on iProperty Property County as entered on iProperty Is Property Damaged? Y/N

Page 2 of 6

Document Version: 1.0

Classification: Public

Document Origin: External

Department: Training

Document ID: Glossary of Terms

Title : Aspen Grove Solutions - Aspen iAnalytics iPropety Data Sources

PropertyDamageType PropertyDaysInInventory PropertyElectricityOn PropertyFirstLegalDate PropertyFirstSecureDate PropetyFirstTimeVacantDate PropertyGasOn PropertyGateCode PropertyKeyCode PropertyLastSecureDate PropertyLoanType PropertyLockboxCode PropertyLotSize PropertyMemo PropertyMessageCodes PropertyOilOn PropertyOwnerID PropertyReconveyanceDate PropertyReference PropertyState PropertySecondaryStatus PropertyStatus PropertyStatusDate PropertySumpPump PropertyTeam PropertyType PropertyTypeReference PropertyTypeReference2 PropertyVacancyStatus PropertyWaterOn PropertyWinterization PropertyWinterizationDate PropertyZip Quantity ScheduleCreatedBy ScheduleCreatedDate

Damage Type Selected Number of days the property has been entered on iProperty Is property on? Y/N First legal date as entered on iProperty First secure date as entered on iProperty First time vacant date as entered on iProperty Is Gas on? Y/N Gate code as entered on iProperty Key code as entered on iProperty Last secured date as entered on iProperty Loan type as entered on iProperty Lockboxcode as entered on iProperty Property Lot Size in feet Memo as entered on iProperty Message codes as entered on iProperty Is Property oil on? Y/N Management Company ID Reconveyance date as entered on iProperty Property Reference field generated automatically by iProperty Property State as entered on iProperty Secondary status as entered on iProperty Property Status as entered or updated on iProperty Date latest Status was updated Is Sump Pump on Property? Y/N Internal Team to manage the property Property Type from Property Details Internal Property Type reference from Property Details 2nd Internal Property Type reference from Property Details Occupancy Status from Property Details Is Water on? Y/N Is property winterized? Y/N Winterization date as entered on iProperty Property Zip as entered on iProperty Quantity service items - Maintenance items only Email address of contact who set up the schedule Date Schedule was created

Page 3 of 6

Document Version: 1.0

Classification: Public

Document Origin: External

Department: Training

Document ID: Glossary of Terms

Title : Aspen Grove Solutions - Aspen iAnalytics iPropety Data Sources

Scheduled ScheduleFinishDate SchedulerDescription SchedulerName ScheduleStartDate ScheduleStatus ScheduleTaskProjectedDays TaskCost TaskDetail TaskID TaskInsertionDays TaskSchedulingOptionsID

Team

TotalCost

TotalPrice

TotalVendorPrice

TransactionPrice

TransactionStatusDate TURNAROUND UnitCost UnitPrice VendorActive VendorCapacity VendorCounty VendorEmail VendorInsuranceDetails VendorLicenseDetails VendorMobileProvider VendorName VendorOrgAreas VendorOrgAreaZips VendorPaymentMethod

Was Work Order Scheduled? Y/N Date Schedule is due to finish Detailed Description of Schedule Schedule Name Date Schedule is due to start Schedule Status Number of days recurring work order is to be raised Receivable cost charged to the payer/client per work order Description used in the task summary of a wor ordr Internal ID for Work Orders # days task inserted before due date Internal ID for scheduling type

Internal Team to manage the property

Total receivable cost charged to the payer/client for total quantity of service item Total quantity service price charged to the payee/vendor ? maintenance work orders only Total quantity service price charged to the payee/vendor ? includes maintenance and inspection work orders Total invoice payable amount paid or pending to the payee/vendor per approved work order Date total payable amount was paid to payee/vendor Number of days between work order being ordered to completed Receivable unit cost charged to the payer/client per service item Payable unit price charged to a payee/vendor per service Vendor Active Status as check marked on iProperty Vendor Capacity value as updated on iProperty Vendor county as entered on iProperty Vendor email as entered on iProperty All insurance types and expiration date details as entered by vendor All license types and expiration date details as entered by Vendor Mobile Provider used by Vendor Vendor organization as entered on iProperty Vendor Service areas including State and city Vendor Service area zip codes Vendors method of payment e.g check/card for a work order

Page 4 of 6

Document Version: 1.0

Classification: Public

Document Origin: External

Department: Training

Document ID: Glossary of Terms

Title : Aspen Grove Solutions - Aspen iAnalytics iPropety Data Sources

VendorPaymentReference VendorPaymentType VendorPhone VendorRating VendorServices VendorState VendorVendorID VendorZip WorkOrderItemID WorkOrderNumber WorkOrderService WorkOrderServiceGroup WorkOrderSpecialInstructions WorkOrderStatus WorkOrderStatusDate WorkOrderSubtype WorkOrderTaskTemplate WorkOrderType

Payment Reference entered when entering payment for a work order Payment Status of a work order Vendor phonework as entered on iProperty Vendor rating 1-5 as entered on iProperty Sevice types provided by vendor Vendor state as entered on iProperty Aspen Generated Vendor ID Vendor zip as entered on iProperty Internal ID for Work Orders Aspen Generated Work Order number Service Label from the price list As per the service on the task summary of the work order Special Instructions given on a maintenance work order Work Order Status as updated by the user Date at which latest status has been updated Extended Description of work service Itemisation of the work order type Overall Type Grouping e.g Inspection or Maintenance

Change FieldGroupLabel Label Values TaskTemplate PropertyPrevValues PropertyPrevDate

Change Date Change User Description

WorkOrderItemFields Datasource

To identify if a change was made in the value that was returned from a previous inspection This identifies the section of the inspection form Questions asked on each section of the inspections/forms on the property Answers given on inspections/forms on the property Itemisation of the work order type Previous answers given on the previous inspection on the property Previous Date that an inspection occurred

WorkOrderItemStatusHistory

Date work order status was updated User that updated the status Reason (if any) entered for declining work order

Page 5 of 6

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download