P&F Transition Steps

Updated on April 17th, 2025

Outgoing LPC staff tells us of the transition and notifies who the new client is
1. Depending on new client, if they don’t have a base account, we need to build them a new one.
  1. Information required to set up a new base account
    - Title of base account
    - Email domain (@blank.com)
    - Logo (optional)
  2. Typically a one day turn around to get a new base account set up, also dependent on the release schedule.
Meet internally to coordinate timeline of setup and implementation. Review all idiosyncrasies of the transfer.
1. Pay attention to users (especially cross base users) and whether additional data beyond the baseline import template data needs to be migrated.
Ask the property to close out service requests, pms and pull reports to have a historical records. Determine WS use cutoff and establish new launch date. Launch should happen within 48 hours. Next steps timing are coordinated around these dates.
Fill out the P&F and PM import templates based on existing information within WorkSpace.
Import the new data to set up the new property.
1. Staff users causes problems here, especially cross base account and temporary users. All new staff users is the easiest path here.
Configure new property
1. Make sure that all users are set up correctly.
Complete launch of new property and shut down of old property within the transfer window determined with the client.

P&F Transition Steps Property Desync Post Go-Live Check-In Meetings Existing Property in P&F Configuring Shared Resources Sending Launch Emails Importing the Preventive Maintenance Template AM for PM Training Guide Activating PM Schedules - Mac Adding Subleases during an Implementation Creating a New Base Account Creating a New Base Account for P&F Implement New P&F Standalone Property

WorkSpace Documentation