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 

• Image Added

  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

• , the following fields can also be completed

  Image Added

  • Estate charge type

  • Works order type

  • Contractor
    This

• • is 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

• - shown below

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)

Image Added

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 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

• • All relevant information will be pulled across to the works order

  • Complete the details as far as possible, such as completing the required by date plus costs, etc.
    For more information on creating a new works order, click here
    

• 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
  

• All relevant information will be pulled across to the appointment
  Complete the details as far as possible, such as:

  • In Entry Date enter the appointment

• • date

  • Set the From and To time for the appointment

  • Mark the appointment as All Confirmed
    

• Click Save and Exit on the appointment screen