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Occupancy Log

Purpose

  1. The purpose of this Knowledge Base Article is to demonstrate the Occupancy Log.  The Occupancy Log allows inspectors to record visits, complaints, and phone conversations that aren’t tied to formal inspections but are crucial for understanding the full occupancy history.

Video


Instructions


Permissions:




Occupancy Log - Create: Allows users to create a log and only edit the logs they have created.

Occupancy Log - Edit All or Delete: Allows editing any log, even if another user created it, and to delete logs created by any user.



1. Click in address column to open the Occupancy Record.
The Occupancy Record can be accessed by selecting the Address on these pages:
  1. Preplan Organizer
  2. My Assigned Preplans
  3. Inspection Organizer
  4. Inspections List
  5. My Inspections

Click in address column to open the Occupancy Record.



2. Click on Log.


Click on Log



3. Advanced search fields available:
  1. Log ID#, Date, Time, Duration, Log Entry Type, Involved Party, Log Entry, Logged By.





4. Click on Add Log to add an entry.


Click on Add Log to add an entry.



5. Create Entry Log modal.
  1. Date and time stamp is current time and can be edited. Duration is recorded in minutes.

Create Entry Log modal.



6. Select Type of Log Entry.


Select Type of Log Entry



7. Enter Log Entry text.
  1. Text is limited to 2500 characters per Log Entry.
  2. Note tools available for formatting text and adding a web link.

Enter Log Entry text.



8. Click on Add Attachment to upload an attachment.


Click on Add Attachment to upload an attachement.



9. Click on Create.


Click on Create



10. 130 characters of text will display.  Select "Show Log Entry" to display all text (#1). Occupancy Log Entry can be edited or deleted (#2) with permissions as described above.