Requesters and staff users can export Calendar events to Outlook or other formats.
Tag
Management
Setting departments for the service request form
Departments need to be set whenever an existing user group is assigned to an additional property.
Limiting Staff Access: Divisions
A division is a level used to limit staff access by location. Divisions can be used to segregate properties according to regions, campuses, and properties or groups of properties. Staff in the Top Level have access to all divisions and properties.
Limiting Staff Access: Departments
A department is a distinct staff work team, for example: Facilities, Information Technology. Each department has its own equipment, work orders, staff users, and projects. Departments span all divisions and properties. Staff in the Global department have access to all departments.
Limiting Staff Access: Permissions
Permissions are a set of access rights given to each staff user that govern access to each module: Properties, Work Orders, Staff and Positions, User Groups, Vendors, Projects. Permission levels include View, Edit, Delete, Costs, and Reports.
Setting Advance Notification for Lease Expirations
Tenant/Employee contacts are users that can submit service requests, but can’t see work orders or equipment like staff can. Every Tenant/Employee belongs to a parent user group. There are two types of user groups: Employee Groups and Lease Tenants.
Filtering the Equipment List
Equipment list can be filtered by Division, Property, or Department. The example below is filtered by Town division. This will show all equipment at properties in Town division and divisions below the Town division.
Create Work Order from Equipment Item
When creating a work order from an equipment item (or subcomponent item), the Department field and the equipment field are locked in. The service location and type designator are automatically filled in based on the equipment item, but can be changed if necessary.
Creating Properties
Work orders assigned to an equipment item can be listed using the view workorders action for an equipment item or a subcomponent equipment item.
Property Summary Report
The Property Summary Report provides list information on property details. Only client administrators and staff with report view for properties can view this report.