What Are Policies?
Every property management organization has unique business practices and operational requirements. Property Vista uses Policies to let you configure system settings to reflect how your organization operates.
Policies determine how specific features and processes behave throughout your organization. You should review each available policy and configure it according to your business requirements.
Policy Hierarchy
Policies follow a four-level hierarchy:
Organization → Province/State → Complex → Building
Each level allows you to configure policies at a more specific level.
How Does the Policy Hierarchy Work?
The policy hierarchy allows you to apply consistent settings across your organization while accommodating differences between regions, complexes, or individual buildings.
- Organization: Configure policies that apply across your entire organization when all properties follow the same business practices.
- Province/State: Configure different policies for properties operating in different provinces or states.
- Complex: Configure policies for a specific complex when its requirements differ from the broader organizational or regional settings.
- Building: Configure policies for an individual building when it requires settings that differ from the other levels.
When a policy is configured at a more specific level, that configuration applies to the corresponding property or properties rather than relying solely on the broader organizational settings.
For example, if all buildings follow the same business practices, you can configure the policy at the Organization level. If a particular building requires a different configuration, you can create a policy at the Building level for that exception.
Accessing Policies
To view and configure policies:
- Navigate to Administration > Policies.
- Review the available policies.
- Select the appropriate policy and configure it according to your organization's requirements.
Policy Reference Guide
For a complete list of available policies and an explanation of their settings, visit the Policies & Configurations reference section.