Manage Lease Events and Notifications

Lease events are important milestones in the life of a lease. You can create a variety of events within your lease record, including renewals, subleases, terminations, and other events. Within each event record, you add a description, date, and amount for reference; you can also upload and store a lease and other relevant documents.

You can also add an SiQ notification to remind you of relevant lease dates and lease events. All admins receive lease notifications by default, but you can create a recipient list to receive notifications instead.

This article will show you how to add a lease event and set up lease event notifications. 

Content

 

View Lease Events

Navigate to Manage Leases and click on the name of a lease. An information page opens will all the lease information stored. Next to the Details tab, click the Events tab. 

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All existing lease events are listed on this tab. If you want to add a Leave Event, click + New Event.  Otherwise, click on an existing lease event to open it.

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Add a Lease Event

On the Events tab, click + New Event.

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You can add this information to a new lease event:

  • Type
  • Description
  • Date
  • Amount
  • Files
  • Created By/At

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Type

Click into the Type field to select from Renewal, Sublease, Termination, or Other.
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Description

Add numbers or text into the descriptions field.lease_event6.jpg

Date

Select a Date from the calendar widget.

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Amount

Enter a number into the amount field. The default currency is $; click into the $ field to select from $, $/sqft, Sqft, or Other. 

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Files

Upload one or more files into each event record. Click the Files icon, and then either Drag-and-Drop or browse to select a file to upload. 
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Save

In the Created By/At field, click the Check icon to save the event. 

You'll see who created the event and at what time on the saved record.

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Edit or Delete a Lease Event

Hover over the Created By/At field to reveal an edit and delete button. 

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Click the pencil icon to edit the lease event; Click the trash icon to delete. 

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Lease Notifications: Date and Events

You can enable and disable notifications for all lease dates and events. Admins receive all enabled notifications by default, but you can create a recipient list instead. Notifications are sent 60, 30, 15, and 1 day before the event expiration date.

Set Up Notification Recipient List

Event notifications are set up within a Lease Event record. 

If you're on the Events tab, click on set notification recipients.
If you're on the Details tab, click the Notifications tab, located next to the Events tab. 

 

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Notifications are sent out in proximity to the lease event Expiration Date. Toggle Notifications ON. 

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You'll see confirmation that notifications have been enabled.

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Add Recipients

You'll create a group of recipients in the Notification tab; you'll have the option to turn notifications on and off for this group.

Select the Notifications tab.

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In the Recipients section, click + Add.

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You can add an admin or employee in the SiQ system to your notification list. Type into the Search field or scroll down to find an employee, then select the employee's checkbox. You can search and select multiple employees to put on the recipient list. When finished, click outside the selection box to close it. 

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View the Recipients you've selected. You can click x next to an employee to remove them from the list. 

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Enable or Disable Lease Notifications

You can enable and disable notifications for Reminder Date, Notice Date, Effective Date, or Expiration Date on the Details and Notifications tabs. In addition, you can enable and disable notifications for all Lease Events on the Events tab. 

Details Tab

Toggle the Notifications setting to ON next to each relevant date.

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Events Tab

Toggle the on-off setting next to each Lease Event Date. Hover over a toggle to view more information.

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Notifications Tab

Review the Dates list on the Notification tab and toggle notifications on and off. lease_notif9.jpg

Additional Resources

Manage Leases

Lease Cost by Locations Report

 

 

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