Titles Business Process

Titles BP - Purpose

Property Titles process is used to capture data related to real estate property titles such as Property Name, Address, Date Title Executed, and so forth.

Titles BP - Level

Shell

Titles BP - Type

Simple

Titles BP - Workflow

Titles BP is a non-workflow BP.

Record Statuses

Groups Associated with this BP

Corporate Real Estate, Property Managers, Facility Managers, and Real Estate Managers can create and edit this BP.

Titles BP - Template

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select Templates, select Shells, and then select Buildings.
  3. Open the MASTER OFFICE BUILDING TEMPLATE.
  4. In the left Navigator, select Setup, select Business Process, and then select Titles.

Titles BP - Create

To create a Titles BP:

  1. Go to the shell tab (for example: Building or Campus) where you want to create the record and switch to User mode.
  2. In the left Navigator, select Real Estate Data Management, and then select Titles.
  3. In the BP log, click Create.
  4. Complete the form. The required fields are in red and marked with an asterisk.
  5. Select Finish Editing.


Last Published Tuesday, June 17, 2025