Create Property

The Create Property page allows you to define a physical location where work is performed. A property must be specified when creating service requests and preventative maintenance work orders.

Although many properties are loaded by a super administrator during the initial system configuration, additional properties can be added, individually, on an ongoing basis. Your security rights determine if you can create a property. If you do not have the required security rights, contact your system administrator.

The Create Property page can be opened from the Property module or the Administration menu.

To open the Create Property page from the Property module:

1. Access the Property module by clicking the Property link at the top of the page.

2. Select the Create Property tab.

To open the Create Property page from the Administration menu:

1. Open the Administration Menu page.

2. Under the ADMIN heading, click Create a Property.

To create a property:

1. In the Property Name field, enter a name for the property.

   The property name defines how the property will be displayed throughout the system.

2. In the Property Description field, enter a description of the property.

3. In the External Property Id 1 field, enter a property ID that is used conjunction with an external system.

   Note:

   This field only displays if the Space module is enabled. Additionally, on the Space Configuration Options page, you can set this field to be required by setting the value of Require External Property Id to Yes.

4. In the Property Type field, select a value indicating the type of property, for example, retail or manufacturing.

5. Specify the property's address by entering values in the Address 1, Address 2 and City fields.

6. In the State/Province field, select the state or province that the property is located in.

   Only states and provinces from the selected country are displayed.

7. In the Zip field, enter the zip code or postal code for this property.

8. In the Country field, select the country that the property is located in.

9. In the Property Currency field, select the currency that will be used at the property.

10. In the Time Zone field, select the time zone for the property's location.

11. In the Property Size field, enter the size of the property and then select the unit of measurement, either square feet or square meters.

12. In the Location ID field, enter a value property or location ID.

    This value represents any location identifier assigned by the owner of the property.

13. In the Accrual Account field, enter the number of the accrual account.

14. In the Territory field, enter a value to indicate any identifier of the territory the property is located in.

15. In the Cash Account field, enter the number of the cash account used to pay vendors.

16. In the Property URL field, enter the internet address of any web page you want associated with the property.

17. In the Default Mgmt Co field

    By selecting a default management company, you have the ability to associate the company across all properties in a region. Only companies whose company type is Property Manager or Primary Services Manager are displayed. If the desired management company is not listed, you must create it. For more information, see Create Company.

18. In the Region – Mgmt Co field, select the default management company for all properties in a region.

    This appears once a default management company has been selected.

19. In the Default Mgmt Contact field, select the default management contact.

    The default management contact will be the default Assigned To user for work requests if there are no existing assignment rules. For more information, see Property/Region Notifications.

20. In the Default Service Co field, select the service provider who provides critical service for the property.

    By selecting a default service company, you have the ability to associated the company across all properties in a region. Only companies whose company type is Property Manager or Primary Services Manager are displayed. If the desired service company is not listed, you must create it. For more information, see Create Company.

21. In the Region – Service Co field, select the default service company for all properties in a region.

    This appears once a default service company has been selected.

22. In the Default Service Contact field, select the name of the contact for the default service company.

23. In the Language field, select the default language used at the property.

    the language specified here determines which language forms and emails are sent out in.

24. Click OK.

    The property is created and the Property Details page appears, allowing you to further define the property.