Setup
You will need the following permission in your security group:
Can view property list page.
Can view property.
Can create and update properties.
Use the bulk-importer.
Click here to learn about permissions and security groups.
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How to add routines and levels to a property
1. Navigate to Customer Data > Properties and View the property.
1. Navigate to Customer Data > Properties and View the property.
2. Go to the Routines tab.
2. Go to the Routines tab.
3. Click Manage routine services and then + Add Routine Servicing in the popup window.
3. Click Manage routine services and then + Add Routine Servicing in the popup window.
4. Provide Annual date (the day of last annual test or Start date if unknown) and Start date (when to begin generating tasks).
4. Provide Annual date (the day of last annual test or Start date if unknown) and Start date (when to begin generating tasks).
Only provide an End date if the routine should be automatically deactivated on that date.
5. Select a routine type by checking the box, using the Type to filter routine types or Filter by standard fields to narrow the list. Then, select or deselect service levels to be enabled.
5. Select a routine type by checking the box, using the Type to filter routine types or Filter by standard fields to narrow the list. Then, select or deselect service levels to be enabled.
When selecting a routine type, some service levels are automatically selected based on the Default enabled field for that routine service level type.
6. Click Create routine service schedules.
6. Click Create routine service schedules.
How to remove routines and levels from a property
1. Navigate to Customer Data > Properties and View the property.
1. Navigate to Customer Data > Properties and View the property.
2. Go to the Routines tab.
2. Go to the Routines tab.
3. Click Manage routine services.
3. Click Manage routine services.
Routine
4. Open the Actions dropdown and click Remove.
4. Open the Actions dropdown and click Remove.
Level
4. Click on the level and select Disable [X] Level.
4. Click on the level and select Disable [X] Level.
How to update routines and levels on a property
1. Navigate to Customer Data > Properties and View the property.
1. Navigate to Customer Data > Properties and View the property.
2. Go to the Routines tab.
2. Go to the Routines tab.
3. Click Manage routine services.
3. Click Manage routine services.
Routine
4. Open the Actions dropdown and click Edit.
4. Open the Actions dropdown and click Edit.
5 Change the Annual date, Start date, End date, Subcontractor, Service group or Output fields and click Save.
5 Change the Annual date, Start date, End date, Subcontractor, Service group or Output fields and click Save.
Level
4. Click on the level and select Edit [X] Level.
4. Click on the level and select Edit [X] Level.
5. Change the Subcontractor, Subcontractor Price (ex Tax), Service group, Estimated Duration or Asset Based Servicing fields, and click Save.
5. Change the Subcontractor, Subcontractor Price (ex Tax), Service group, Estimated Duration or Asset Based Servicing fields, and click Save.
The Contractor Approval Limit field on generated tasks is pre-filled with the Subcontractor Price only if a Subcontractor is selected.
How to create Routine Services via Uptick CSV Importer
1. Download and open the Routine Services - Simplified Data Import Template.csv.
2. Complete the spreadsheet, adding or removing optional columns as needed. Save it as a Comma-separated values (CSV) file, the only format supported by the Importer.
Field name: | Property | Type | Annual Test Date | Start Date | Service Group | Create Default Levels |
Field description: | Property reference. Tip: Download the properties as a CSV file to copy the reference. | Must match exactly the name of the routine service type in the workspace (Control Panel > Routines) | Date of the last Annual service for this routine type at the property. Format: YYYY-MM-DD. | Start date for generating tasks in Uptick for this routine. Format: YYYY-MM-DD. | Provide the name of existing Service Group. If left BLANK, routine is imported without any Service Group. | - TRUE – Creates levels for routine service level type when the Default enabled field is ticked. - FALSE - No levels are enabled, enable the levels on the property. |
Field example: | P-0188 | 10 - Portable and Wheeled Fire Extinguishers (2012) | 2023-03-01 | 2024-02-01 | Portable Equipment Servicing | TRUE |
3. Follow the instructions on How to create new data via Uptick CSV Data Importer