What you need to know
A property's Status follows its work. As its tasks finish, the Status moves with them: for example, when both analyses are done, it reads Review. While the work runs, nobody sets the Status by hand, on the property's header, on Transaction, on the Weekly Project Review, on the Appeal Queue or on an engagement's property list. There it cannot be picked, and pointing at it says “Follows the work”.
Two tasks end a property's work. Close the file makes it Closed, once the assessments have been tracked. Mark the property Dead makes it Dead, when the engagement does not go ahead for it. Each task asks its reason, and finishing the task writes the Status and the reason on the property, and locks it. The engagement's tasks then stop waiting for the property. Marking it Dead also cancels the property's remaining work, under your name: its open tasks leave every board. The engagement's own work goes on. After Close the file, a manager cancels any work still open.
Before you start
- Mark the property Dead opens when the work records that the property is dropped: Property dropped is yes, saved by a person or by Stop work.
- A property with a payment received cannot be marked Dead. It ends as Closed, through Close the file.
- Once a property is Closed or Dead, only an MAI, an admin or a developer can move its work back out of it.
What to do
- Open the property, then the card of Mark the property Dead or of Close the file on its Work panel.
- Once the task is under way, under Question to answer, pick the Dead reason or the Closed reason.
- Select Move to…, then Done.
Good to know
The reason is not required. With none picked, the task still finishes and the Status is written; pick the reason later on Transaction, under Closed / Dead Reason, where it stays editable on a Closed or Dead property.Confirm it worked
The header shows Dead or Closed, and the lock. On Transaction, Closed / Dead Reason shows the reason you picked. After Dead, the property's work shows Canceled with the day, and its other tasks are gone from the boards.
If it did not work
- A message at the bottom right says “This property has a received payment, so it cannot be marked Dead. Use the task Close the file instead.” Nothing changed: the task stays where it was. Close the file instead.
- A message says “This property is Dead. Only an MAI, an admin or a developer can move its work out of Dead.” Moving the task back would move the property out of Dead. Ask an MAI, an admin or a developer.
- The Status looks wrong for where the work is. The work, or the ProperTax template it runs on, is wrong; nobody can set the Status by hand while the work runs. File a request on Tech requests, so Tech can fix the template. See File a request.