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[360 Card] Jones Records

Last updated: 04/03/2023

VIDEO OVERVIEW:

HIGH-LEVEL SUMMARY:

Vendors, tenants, and subcontractors on Jones have their compliance information centralized in records.


All parts of Records in Jones:

Right off the bat, you'll be able to see a record's core information:

Screen Shot 2023-03-16 at 4.12.44 PM.png

The company name with the requirements they were audited against in addition to:

External Record ID

Vendor Status (vendors only, not viewable on tenant record)

Expiry Date

Status

When clicking on a record, you'll see 4 tabs on top:

Record Tabs.png

Vendor/Tenant Report

Vendor/Tenant History

Related Docs

Team Notes

And you'll see 4 buttons on the right:

Record Buttons.png

View/ Upload COI

View Emails

View Phone Number (only if a phone number is on file for the record)

Kebob Menu

You might also see buttons on the bottom:

Screen Shot 2023-03-22 at 7.27.27 PM.png

Archive

Request new insurance docs with either of the following languages: 'Resend Invitation', 'Request New COI', 'Send Gaps', or 'Request COI'


Does it get impacted by other features?

These records can be integrated into other core operating systems such as Yardi, Procore, or MRI Software.


Related Guru Cards:

[How to add] Jones Records

[How to Organize] Jones Records

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