Editing Occupancy Addresses
Purpose
- To explain how to edit occupancy addresses.
Permissions
- Users with the following permission enabled can edit can occupancy's address (Admin > Roles > Select a Role > Others > "Change Primary Address").
Navigation
IMPORTANT: An occupancy's address can only be edited via the Occupancy Record.
- To access the Occupancy Record, navigate to either
- (A) Pre-Planning > Pre-Plan Organizer
- (B) Inspections > Inspection Organizer
- Search for a specific occupancy by business name or address or apply any Advanced Search filters to narrow your search.
- If using just the Search field, select
. If using Advanced Search filters, select the Search button.
- To access the Occupancy Record, select the occupancy's hyperlink in the "Address" column.
- Select the edit icon
to edit the address.
- Make any edits to the address.
- Select Save. That's it! Nice job.
Related Articles
Managing the Occupancy Record
Purpose To demonstrate navigating through and updating the Occupancy Record. Related Articles Editing Occupancy Address Video Instructions 1. Click on Inspections. 2. Click on Inspection Organizer. 3. Select an inspection type and then change. 4. ...Managing the Occupancy Record
Purpose To demonstrate navigating through and updating the Occupancy Record. Related Articles Editing Occupancy Address Video Instructions 1. Click on Inspections. 2. Click on Inspection Organizer. 3. Select an inspection type and then change. 4. ...Occupancy Log
Purpose 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 ...Occupancy Log
Purpose 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 ...Editing Occupancy Details within a Pre-Plan
Purpose To illustrate how to edit Occupancy Details while documenting a Pre-Plan. Video Directions Occupancy Detail fields are editable in three places 1) The Occupancy Record of the selected address 2) The Pre-Plan for the selected address 3) An ...