Property (Site) setup

To create a new property

Step 1: Click on the first blue tab labelled Create property.Screen_Shot_2019-07-31_at_12.30.53_pm.png

Step 2: Enter the all the relevant form details. 

2.1 Property details

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Ref- The new automatically generated reference number that has been assigned to the property as set in the configuration settings. This can be changed if need be.

Property name- The typical name the building is referred to (e.g. Parliament House, Eureka, MONA)

Status- The status of the property reflects the stage at which the property is in the system.
Note: Tasks will only be generated for active properties.

Client- Assign an existing client to the property. If it is a new client, click on Create New Client.

Billing card- The billing card refers to the legal entity that receives the invoice against. If it is a new client and a new billing is required, click on Create New Billing Card

2.2 Other Information

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Default round- The default round assigns the property to a particular geographical group when service tasks are generated (e.g. Metro, Geelong, Mallee etc.). 

Note: Leave the field empty if all service contracted tasks are manually assigned by the Resource Allocator.

2.3 Special requirements

Tags- A classification tool that allows you to use references against the property for better filtering. 

Billing requirements- Add additional information regarding billing the client/property e.g. bulk bill per month, cc email to owner etc. 

Tick the box if manual billing is required. This will disable the ability to issue any invoices through the issuances function (Read more about issuances here)

Report requirements- Add any additional information regarding sending reports to the client/property.

2.4 Access details

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Access Schedule: Verify when technicians can access the building.

Access Procedure: Verify how technicians enter the building.

Access code: Enter any codes required for electronic locking systems, or if there is a key required with a corresponding identification number.

Access note: Add notes helpful for entry procedures (eg. tenant details, preferred point of access, etc.). Verify if there are any additional entry formalities (eg. Working with Children Check at a school or child care centre).

2.5 Site Requirements

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2.6 Building Attributes 

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Add any building specifications to provide finer details against the property. This can be useful when generating certain reports.

2.5 Occupancy Permit

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Add specific occupancy permit details to assist with essential services audit scheduling and the compilation of the AESMR.

Step 3: Once completed click on Save property at the bottom of the page.

 

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