Managemate does not have a separate “Incident Report” record type. Instead, you can use an activity to record what happened and a linked document to store supporting files such as photographs, correspondence, or video footage.
This approach keeps the incident in your property records and makes the resolution available for reporting.
The fastest method: Log an Update
1. From the dashboard, select Log an Update.
2. Create an activity using information such as:
Activity type: Task
Activity name: Briefly describe the incident
Tags: Add an Incident tag from the General group of tags. Add any other relevant common element, unit or asset tags.
Due date: Use the date of the incident
Completed: Yes, if the matter has already been resolved
Save the activity.
3. In the status update section, summarize:
What happened or how it was discovered
What action was taken
How the matter was resolved
The completed activity will preserve the incident in the property’s activity history. Its status update will also appear in applicable digest emails and management reports.
4. In the documents section of the log an update popup, create a new document.
Give the document an appropriate name
Upload the supporting file(s) such as videos, pictures or other files.
Apply the same Incident and related tags used on the activity.
Save the document.
When created through the log an update popup, the document will automatically be linked to the activity that was created.
Linking the records keeps the incident summary and supporting evidence together, making them easier to retrieve later.