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Utilizing Revela for Inspection Purposes

Inspections Tab in Revela

  • Go to Operations (left menu) > Inspections (top toolbar) to view inspections in progress



  • Create and Manage Inspection Templates

    • Reach out to your CSM or Revela support to create inspection templates on your behalf
      • Examples: Move-In, Move-Out, Acquisition, Recurring, Rehab, Other

  • Create an Inspection Ticket

    • Go to Operations (left menu)  > Inspections (top toolbar) > + New Inspection

    • Fill in details for: 

      • Inspection Type: Acquisition, Move-In/Out, Recurring, Rehab, Other

      • Template: Based on Inspection Type chosen, the available templates related to that type will appear in the dropdown

      • Inspection Area: Search your instance for a specific property, building or unit

      • Name: Choose a name that helps differentiate from the general template used
        • Example: 123 Main St - Move In

      • Assignee: Type in the name of the tenant/member whose property/unit is getting inspected

  • Conduct the Inspection

    • Review the Inspection Ticket created

    • Evaluate conditions of the different components of the property

      • Example: Walls, ceilings, furniture, appliances, etc. 

    • Upload photos (if requested) and provide notes on any issues found

  • Complete the Inspection

    • Provide additional comments on the inspection (optional)

    • Submit the inspection and review the summary of the inspection details for accuracy

  • Filter and Sort Inspections

    • Filter inspection tickets by status (Incomplete or Complete)

    • Sort inspections by property or type (Move-In, Move-Out, etc.)


Auto Inspection Assignments

  • If you already have a template configured under Organization (left menu) > Configurations (top toolbar) > Inspections (left sub-menu):

    • The Move-In Inspection will auto generate for tenants/members in their portal on the lease start date

    • If you do not have an Inspection Configuration set up, but would like to, please refer to this article outlining how to begin setting up Configurations in the Revela system

  • Note: Tenants/members are notified when they are assigned to an inspection as part of the default templates/configurations mentioned above

    • Move-In Auto Triggers: Revela has an automated daily system trigger at 9:00 AM ET (7 days/week) that generates auto populated inspections

    • Move-In Inspections will NOT auto generate if:

      • A lease is created after 9:00 AM ET on the lease start date

        • Note: any lease created after 9:00 AM ET on lease start date will auto generate the next day unless manually triggered 

        • To manually trigger, navigate to the Lease Summary page > Actions (dropdown) > Move In

  • Move-Out Inspections will always require a manual trigger by navigating to the Lease Summary page > Actions (dropdown) > Move Out

    • Information will be pre-populated for the tenant/member, but will not auto-generate on the lease end date