The condition report (move-in and move-out)¶

The condition report records the state of a room and its equipment at a given moment: when the resident moves in, then when they move out. It is a joint assessment, signed by the resident’s representative and by the house.

Menu: Nursing Home → Accommodation → Property Inspections.

Each report links a resident, a room and a representative, lists the equipment assessed (OK or Not OK), and produces a PDF report on your letterhead.

graph LR
  A[To do] --> B[Planned]
  B --> C[Done]
  A --> C

1. Create the condition report¶

1. Open Nursing Home → Accommodation → Property Inspections.

2. Click New.

3. Select the Resident.

4. Check the Date (now by default) and the Responsible (you by default).

5. Choose the Inspection Type: Arrival or Exit.

6. Save: a Reference is assigned (prefix EL-).

Tags classify the reports as you wish; they are managed in Nursing Home → Configuration → Property Inspections → Inspection Tags.

2. Fill in the details¶

Open the Details tab. Three buttons sit at the bottom of the list:

• Add a line — an item of equipment being assessed;

• Add a section — a heading that groups lines (“Bedroom”, “Bathroom”…);

• Add a note — a free-text line.

For an equipment line:

Drag the handle on the left of a line to reorder the list. The General Observations tab takes free text about the room as a whole.

The equipment catalogue¶

The lines point to the house’s equipment catalogue, the same one the rooms use: the bed, the wardrobe, the television, the bathroom… are defined once in Nursing Home → Configuration → Rooms → Room Equipment.

Reusable templates¶

To avoid re-entering the same list every time:

1. Create your templates in Nursing Home → Configuration → Property Inspections → Inspection Templates — a name (for example Standard single room), its Lines (lines, sections and notes) and its General Observations.

2. On a condition report, choose the Inspection Template: its content fills in the report, which you then rate.

3. Follow the status¶

The buttons at the top move it on: Plan, Mark as Done, Cancel, and Reset to To do to reopen a done or cancelled report. The kanban view shows one column per status.

The search bar filters on Arrival, Exit, To do, Planned, Done and My Inspections, and groups by Status, Inspection Type, Resident, Room or Responsible.

4. Print the report¶

Print → État des lieux produces the PDF, named after the reference. It holds:

• your letterhead and your house colour (set in the document layout);

• the Arrival or Exit badge;

• the resident, the room, the person in charge, the representative, the date and the tags;

• the general observations;

• the items assessed, with their state, photo and notes;

• a summary of the items, OK and Not OK;

• two signature boxes — the resident’s representative and the house — under the place and date, “in two copies”;

• a photographic appendix, four photos per page.

Interventions in the room¶

Where the helpdesk is installed, an Interventions smart button on the report lists the technical interventions made in that room during the resident’s occupancy — the history the move-out report is checked against. See Following an intervention.

Key takeaways¶

• The condition report is a joint assessment, on arrival then on exit, signed by the representative and the house.

• The room and the representative fill themselves in from the resident.

• Each line carries an item of equipment and a State (OK / Not OK), with a photo and notes; templates save re-entering the list.

• A Done report is locked and kept; Reset to To do reopens it.

Going further¶

• The move-in procedure

• Rooms and occupancy

• The resident’s private furniture

• Room change and transfer