1- Log in to Yardi. From Left Menu, click Work Order ; Add WO. Work Order screen will appear.

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1 Creating a Work Order: Required Documentation (must be one of the following): Written Maintenance/Grievance Request (signed/dated by resident), Annual/Reac Inspection Repair Report. Note: Verbal notification will be accepted from resident for emergencies only but must be documented by Site Management. 1- Log in to Yardi. From Left Menu, click Work Order ; Add WO. Work Order screen will appear Status: From drop down, select In Progress Enter Property Acronym or click Property to select property needed Enter Unit Number. NOTE: If creating a Community WO, enter the word Common 2.3- Vendor Code: Enter This is KPM s vendor number and MUST be entered on every WO Access/Entry: Enter special entry notes (example: Large Dog, call ahead, Resident hard of hearing knock loud, etc.) Enter brief Description of problem (ex. kitchen sink/disposal clogged, deadbolt malfunction, microwave turntable broke, etc.) Priority: From drop down, select option best suited Category: From drop down, select option best suited Problem Description: Enter detailed summarization of problem(s) Check Ok to Enter. By checking this box you are telling the technician that the tenant is aware the technician will be entering the unit Click Save Place one sheet of pre-printed Yardi Work Order Template in printer (for most machines: load paper face down, top of document towards front of printer) Click Print. Print one copy. Give document to Technician. For Utah Properties Only: If work order is for a Roving Technician or Laborer, Status needs to remain in Call & Category needs to be set to Rover. Daily the Maintenance Director (MD) reviews Call requests and prints them out for the Roving Technician or Laborer assigned to the job Optional

2 Training Note: If there is already a work order in progress for a unit or common area and a new problem arises, do not create a new work order. Call the Technician and have the Tech add the new problem onto the current In Progress work order. End of Creating a Work Order. See below for Closing a Work Order. Closing a Work Order: The following must be completed prior to listing the work order as Work Completed in the software. Work Order printout must be complete with written notes from the Technician, and be signed off by Technician and Manager (See Example Below). If work performed is a Tenant Charge, a completed Tenant Charge Invoice is required (see step 7.5), and must be signed by Manager, Technician & Tenant (See Example Below). Completed Work Order Example Tenant Charge Invoice Example 01/18/ Garbage disposal stopper From Dashboard, under Maintenance, click Pending Work Requests. Requests appear at bottom of the screen Click on WO# needed (WO# is located in upper right corner of printed Work Order). Work order screen will appear

3 4- If work is being charged back to the tenant, click Bill To and select tenant. Check Tenant Caused box (located next to Tech Notes). If not a tenant charge, skip to step Under Technician Notes type the technician notes as written on the printed work order Click Save Step 4 Cont. 5- Click Labor tab Click Employee link. Select Technician (step not shown). Techs employee code will appear Click Skill link. Click Skill link. Select applicable Skill Code (Step not shown See Note 1). Code will appear Enter Actual Start Date as indicated on Printed Work Order Enter Actual Start Time as indicated on Printed Work Order 5.5- Enter Actual Finish Date as indicated on Printed Work Order Enter Actual Finish Time as indicated on Printed Work Order Click Save Verify that Hours field matches Total Time column on Printed Work Order. NOTE 1: Tech s skill code may vary. If Tech is working regular business hours use General Repair. If Tech is performing emergency afterhours work use Emergency Repair. NOTE 2: If more than 3 lines are needed to record Labor, click More Details button NOTE 3

4 6.3 6 Processing a Maintenance Work Order 6- Click Material tab Enter Quantity as indicated on Printed Work Order Enter Item Description Click Save FOR TENANT CHARGE WO S ONLY(if no TC, skip to step 8): Click Pay/Charges tab For Materials Only: Enter Purchase Price as listed on Receipt or Order Catalog For Materials Only: Enter Pay Acct # DO NOT change the pay account number for Labor For Materials Only: Enter Purchase Price as listed on Receipt or Order Catalog Enter TC in all applicable charge lines Check Charge box Click Save. Total Charge amount will update. This is the amount that should be listed on the Tenant Charge Invoice L = Labor M= Material 7.5 Tenant Charge Invoice Amount 8 8- Double check data entered on each screen. Fix errors. If all is correct and complete, change Status to Work Completed Click Save. NOTE: No changes can be made once save has been clicked. Turn Completed Work Orders with attached White Accounting Tenant Charge Invoice (when applicable) into Maintenance Director every Friday. 8.1 End of Closing a Work Order. See below for Posting Work Order Charges. 4

5 9- Posting Work Order Charges: Log in to Yardi. From Left Menu, click Work Order ; Post WO Charges. Filter will appear Enter Property Acronym or click Property to select property needed Report Only? = Yes Click Submit. Post Work Order Charges report will appear. Review for accuracy Click back browser button. Filter will re-appear Change Report Only? to No Click Submit. Report will re-appear with a Batch #. Write down the Batch # Click Home Under Open Batches, Click Charges Click on Batch #. Batch filter will appear Click Report. Batch report will appear. Review for accuracy. Close window Click Post. Are you sure you want to post message will appear. Click OK. Posted Batch report will appear. Close out window End of Document 5