Managing the Occupancy Record

Managing the Occupancy Record

Purpose

  1. To demonstrate navigating through and updating the Occupancy Record.

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Video


Instructions

1. Click on Inspections.


Click on Inspections



2. Click on Inspection Organizer.


Click on Inspection Organizer



3. Select an inspection type and then change.


Select an inspection type and then change.



4. Enter the address of the Occupancy to update.


Enter the address of the Occupancy to update.



5. Click on Search.


Click on Search



6. Click on the address.


Click on the address.



7. Fields at the top of the record can be updated.


Fields at the top of the record can be updated.



8. Click on Occupancy, update Occupancy data as needed
Click on Occupancy, update Occupancy data as needed

Note: This is the only location to update an address in the database.



9. Click on Contacts, update contacts as needed.


Click on Contacts, update contacts as needed.



10. Click on Pre-planning. Update Pre-planning data as needed.


Click on Pre-planning. Update Pre-planning data as needed.



11. Click on Permits. Update Permit data as needed.


Click on Permits. Update Permit data as needed.



12. Click on Inspections. Schedule Inspections, view completed inspections, start scheduled Inspections, schedule reinspection's, view email status, cancel inspections, and delete inspections.






13. Click on Violations. View Violations as needed.


Click on Violations. View Violations as needed.



14. Click on Invoices. Add Invoices, edit invoices, delete invoices and view line items list.


Click on Invoices. Add Invoices, edit invoices, delete invoices and view line items list.



15. Click on Attachments - Add, view, and delete attachments.


Click on Invoices. Add, view, and delete attachments.
Note: Attachments here do not display in the preplan.



16. Click on Print Data to print occupancy data.


Click on Print Data to print occupancy data.



17. Select Print Options.


Select Print Options



18. Click on Print.


Click on Print



19. Click on Preplan Map to view the preplan map.


Click on Preplan Map to view the preplan map.



21. Click on Save to save any changes.


Click on Save to save any changes.


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