Adding single events PME (Classic Dwellant)

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.

Classic Dwellant 

 Go to Setup / Repeated events

Click "Add Event"

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: 

Name = needs to be unique within the building (and block) 

Primary Block = Allows linking to existing blocks

Repeated event entity type = Posting or Request

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

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

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. 

Frequency = Days/Weeks/Month/Years

Is document required = A must for for many checks

Who should handle this? = you can select: your own Managing Agency / Building / Contractor

Assigned group = Groups with the above organisation

Category name =  How is this tracked, check you internal notes

Importance = Statutory/Recommend/Best Practice

Audience = Who do you want to see this?

Note: Any requests will be created overnight following creation of the PME.