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Tip

The Scheduling feature is for regular recurring reminders - if you want to set one-off call reminders or tasks instead - on the Estate record, Activity Feed section:

  • Click (plus) icon and select Create task or Create call reminder

See Using tasks & messages and/or Setting a call reminder for more information

Available types are shown right
Leave
Enter
Once
Enter (see 2a) will be (see 2b)Image Removed

2a. Works order

Image Removed2b. Image RemovedImage RemovedClick Create Works Order on the scheduled task
Image RemovedClick Create Diary Entry on the scheduled task
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  • 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 

    • date

    • Set the From and To time for the appointment

    • Mark the appointment as All Confirmed

  • Click Save and Exit on the appointment screen

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

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2. Add new scheduled reminder

  • Click (plus)

  • 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

Expand
title

  • - 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)

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Organiser - Messages & Tasks panel

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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

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Tip

For a Works Order or Diary Appointment reminder - see sections 4 & 5 below

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

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Expand
title4a. Enter works order details
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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

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Expand
title5a. Enter appointment details
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Info

Once a scheduled task has been actioned, as outlined in sections 3 - 5, the reminder will be cleared from your Organiser task list and the estate Activity Feed

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Excerpt
hiddentrue

The scheduling function allows event reminders to be scheduled to help stay on top of management tasks

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