Clients can have a dropdown of common requests available to their requesters for the Nature of Request field.
Tag
Operations
Group Messaging: Filter to show user accounts
Staff and Client Administrators can see which contacts have user accounts and which are contacts only.
Projects: Increased Integration of Work Orders for Tasks
Previously, work orders were added to tasks from the action dropdown of the task list. Now, work orders can be added while creating a task.
Multi-Department Projects
For clients using departments, a client administrator or global staff user can create a global project that has tasks in different departments. Department staff will see a global project in their project list only if the project has a task in their department. Department staff can edit the task and create and view work orders for the task.
Exporting Calendar Events
Requesters and staff users can export Calendar events to Outlook or other formats.
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.