Tracking Submissions

Documentation Index

Fetch the complete documentation index at: https://docs.abisko.io/llms.txt

Use this file to discover all available pages before exploring further.

Users can track policies and submissions for all properties across their portfolio. Submissions can be added for any number of compliance cycles and portfolio and property-level dashboards help users focus on upcoming deadlines and requirements.

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Portfolio Level

Navigate to Portfolio → Compliance → Deadlines The Deadlines dashboard shows all properties subject to Benchmarking, BPS and Audit & Tune-up policies as well as a summary of all submissions and upcoming deadlines. Submissions must be added for each policy in order to be tracked in the dashboard. If no submissions are added for a non-exempt policy to which a property is subject, a warning icon will appear in the appropriate row to guide the user to begin adding submissions.

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Dashboard Definitions

• Exposed Properties: The number of properties that have at least 1 non-exempt policy to which they are subject.
• Compliance Requirements: The number of non-exempt policies to which all properties across the portfolio are subject (e.g. a property could be subject to 3 different policies)
• Pending Submissions: Submissions that have a status that is Filed or Extension Requested, but have not yet been marked as complied.
• Exempt Submissions: Submissions due before the max deadline that have a status of Exempt.
• Due Submissions: Submissions due before the max deadline with a status of Open, Ready for Review, Ready to File, Extension Requested, Rejected or Resubmission Requested.
• Late Submissions: Submissions with a deadline before today that are still due.

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Viewing All Policies & Submissions

Navigate to Portfolio → Compliance → Policies Users can apply filters to focus on submissions with upcoming deadlines, narrow results by specific policies or geographies, or track the status of submissions across all properties.

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Property Level

Navigate to Property → Compliance → Policies Users can view submissions for all policies on a timeline to identify upcoming deadlines. Summary stats also display the number of submissions that are due, late, and pending.

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Adding & Editing Submissions

Submissions can be added to policies and properties at the property and portfolio levels. Navigate to [Portfolio / Property] → Compliance → Policies

• To add a submission
  To rapidly add multiple submissions, check Create More at the bottom of the sidebar to copy values into a new submission after saving. Submissions can also be bulk imported.
  1. Identify the property and policy for adding a submission
  2. Click on the Add Submission button in the policy header
  3. Enter the submission details in the sidebar and click save
• To edit a submission
  Upload attachments to track receipts, verification reports, submission evidences and more.
  1. Click the row in the table for the submission you would like to edit
  2. Edit the submission details and click save
• To delete a submission
  1. Hover the mouse over the row in the table for the submission you would like to delete
  2. Click the trash icon that shows itself on the right side to delete

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Tracking Exemptions

Abisko automatically identifies policies to which a property may be subject based on its address. However, a property may be exempt from certain policies or compliance cycles based on its type or size. Users can mark these exemptions to exclude them from upcoming deadlines, making it easier to track only the submissions that require action.

• To mark a policy as exempt
  1. Identify the property for which to mark a policy as exempt
  2. Click the 3 dots in the header next to the Add Submission button and select Edit
  3. Check the Exempt box and click save

• To mark a submission as exempt
  1. Click the row in the table for the submission you would like to edit
  2. Change the status of the submission to Exempt and click save

Exempted policies and submissions will be greyed out when viewed by users (see below).

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