This approach may be used for adding single Repeated Events to a building. To set up multiple events in a building from scratch, it is better use Spreadsheet Setup. Go to the building where you wish to set up Repeated Events.
Compliance Dwellant
Go to Compliance > Planned Maintence Event > List
Click "Add "
Select an optional template on which to base your new event Click OK. This step can be skipped and you can complete the next 100% from scratch.
Complete the form - Part 1:
Template = Completes fields based on PME template event
Name = needs to be unique within the building (and block)
The Next or previous event date = designed to accept either date because when a building is being set up from scratch, the Property Manager may only know the previous event date and not wish to calculate the next themselves.
Repeated event entity type = Posting or Request
Who should handle this? = you can select: your own Managing Agency / Building / Contractor
Assigned group = Groups with the above organisation
When ready click "show"
Complete the form - Part 2:
Frequency = Days/Weeks/Month/Years
Category name = How is this tracked, check you internal notes
Importance = Statutory/Recommend/Best Practice
Audience = Who do you want to see this?
Is document required = A must for for many checks
Document library type*= This will automatically map the attached document into the document Library
*Not avaliable in Classic Dwellant
Create new posting or request with every event? = If unticked, the previous request will be reopened.
This makes tracking performace a little harders as you will have to check comment history but is great when there are weekly checks as you have lots requests.
Message template = Completes the subject and desription for the request. Guide
Lead time in days = determines how many days before a request is created
Primary Block = Allows linking to existing blocks
Repeated event type = Fixed (subserquent iteration will be based on original date) or Varaible (subserquent subserquent iteration will be based on event completion)
Survey Type = This will add the need for C-Site survey to be completed
Note: Any requests will be created overnight following creation of the PME.