IS Task Type SOP

Each task type on the SOP includes the following (select all that apply)

• Purpose

• Estimated Task Length

• Information/ tips specific to that task type

• What the PM should provide in a task

• What the IS will do in a task

What email should you grant permissions to when assigning a task to the IS team?

• [e-mail]

• [e-mail]

• [e-mail]

• [e-mail]

• [e-mail]

True or False: You have to provide a reference property for every task type

• True

• False

Which of the following is not a supported image file type for an upload property images task?

• TIFF

• JPEG/JPG

• PDF

• PNG

• GIF

True or False: Copy property settings is an IS task type

• True

• False

If one of your clients is requesting that a check scanner be installed at one of their properties today what should you do?

• Talk to Collin and see if a task can be escalated

• Work with support to have the check scanner installed

• It is not possible to perform a same day check scan install

An IS team member will always rely on ________ to determine what work needs to be done on a given task.

• The task types selected on the custom form

• The title of the task

• Their intuition

• Fate

Which of the following are reasons an IS team member would need to send a Resident Insure Website task back to you? (Select all that apply)

• Required fields on the underwriting survey have not been completed by the client

• The preferred carrier column is empty

• The preferred carrier column is hidden from view and edit access to the underwriting form has not been granted to [e-mail]

• The underwriting form provided is outdated and missing important information

True or False: When creating a bulk task you must provide a list of every property that needs the work done. You cannot say, "all properties in x database."

• True

• False

True or False: You cannot pair a Leasing Center Questionnaire with any other task type.

• True

• False