The New Action Feature allows you to send Tasks, Assignments, Requests, Reminders and more to field users in real time.
To use this feature click on the New Action button located in the bottom of the issue monitor home page.
This will open a page which lists all your active properties on the left hand side of the page under the title Property Reporting this Issue.
Clicking on a specific property will bring up the type of modules to create an action for. These include Security, Maintenance, Parking and individual Units. Clicking on the appropriate choice will now enable the drop downs in the second column titled Issue Detail – Please describe the problem.
Next fill in the narrative in the top box. This narrative will appear both on the officer’s handheld device as well as on the DAR.
The first drop down menu is titled Issue Type and allows you to choose the issue type that describes your issue. If there isn’t an appropriate issue type displayed you can easily customize one by going back to the Edit Properties Section and adding it. Remember only issue types assigned to a specific property and with the Display for Dispatch box checked will be displayed in this menu.
The exact location of the new action being created can be honed exactly by utilizing the Problem Address, problem Unit and the Location drop downs.
The next step in creating a new action is to select who you want to assign this new action to by clicking Choose. If you do not select someone to receive this new action it will automatically be sent to the first person that logs into the account for that property.
The final step in creating a new action is to click the bottom Add Issue button. An auto generated issue number will be assigned and the new action will be viewable on the issue monitor.
The progress of the new action can now be tracked by viewing the far right column titled Assigned To.
- When it is first assigned it will appear on the issue monitor as unacknowledged.
- Once the officer acknowledges the new action the issue monitor will reflect a changed status.
- When the officer marks himself arrived the issue monitor is updated and once again when the new action is marked closed. The officer also has the ability to add notes, pictures and audio files to the new action on the handheld.
- Once the issue is closed it will be indicated on the issue monitor.