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.
Tag
Work Order
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.
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.
Manage Properties: List, Departments, User Groups, Lease
The properties list page shows number, name, address, city/state, division, and type. The list can be sorted by clicking on any linked column. Also, the list can be filtered by letter by clicking on the alphabet at the top of the page (to see the full list again, click #).
Create User Groups: Employee Groups and Lease Tenants
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.
Add Contacts to User Groups: Employee Groups and Lease Tenants
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.
Work Smart with Automated Recurring Work Orders
Recurring work orders save you time and help you stay organized. They are tickets for work that repeats according to a set schedule, such as preventive maintenance.