Page Comparison

1. Access Scheduling section

From the Estate record:

• Click Scheduling in the bottom section of the screen
  
  Existing scheduled event reminders are displayed, organised by estate/block
  
  Double-click to view more details and/or edit

2. Add new scheduled reminder

• Click 
  

• Select the Event Type 
  Available types are shown right
  
  Complete the following fields
  

• Enter the Description for the reminder
  

• Select the Block
  Leave blank if applies to whole estate
  

• Appointment type 
  Enter this on a Diary Appointment reminder type
  

• First reminder date
  Once saved, this date cannot be changed
  

• Recur every
  Enter the figure and select to recur every x days, weeks, months or years
  

• For a Works Order event type (see 2a), the following fields can also be completed

  • Estate charge type

  • Works order type

  • Contractor
    This will be automatically added when preferred suppliers have been set-up via the Charges/Budgets screen
    

• Click Accept to save and close
  
  The newly added reminder details will be shown in the grid and from the date of the first reminder, an entry will be added to the Activity Feed and a task will be added to the Organiser (see 2b)

Image Removed

Image Added

2a. Works order

Image Removed

Image Added

Expand
title 2b. Reminder shown in Activity Feed & Organiser
When a reminder reaches its First reminder date (and subsequent recurring dates after that), it will be displayed in the Activity Feed on the estate record and also on your Organiser Activity Feed (on estate record) Organiser - Messages & Tasks panel

3. Actioning an event reminder

From the Activity Feed or Organiser:

• Click the reminder to open it
  
  The reminder type will dictate what is shown
  
  For a Works Order or Diary Appointment reminder - see following sections
  

• For Call Reminder, Reminder and E-mail/Letter Reminder types (as shown right):
  

  • Carry out the required action
    

  • When done, click Complete on the task reminder screen

4. Works Order reminder

Open the reminder from the Activity Feed or Organiser: 

• Click Create Works Order to open a new works order screen
  

• Enter the works order details - see 4a
  

• Click Save and Exit on the works order

5. Diary Appointment reminder 

Open the reminder from the Activity Feed or Organiser: 

• Click Create Diary Entry to open a new diary screen
  

• Enter the appointment details - see 5a
  

• Click Save and Exit on the appointment screen