Building module explained

To open the property building module, click on Properties in the menu:

In the property building module, you can search for a property building (building) and create a new propertybuilding.

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Using the building module (use cases)

building, location details, and building details. It`s also possible to add a picture of the object.	Image Modified
View areas In the

building.	Image Modified
View/ edit building setting Open a building > Setting tab > Setup tab Here you edit building settings
Meters Open building > meters Here you will find the meters belonging to this building	Image Added
Building Valuations With the right credentials and the setting turned on, you can see the “Building Valuations” tab. Valuations can be added for example, market value, tax value etc.	Image Added

Area module explained

To search for an area, click “Areas” under the Properties header in your menu.

You will see a screen in which you can filter the areas. There are different options for finding an area. If you leave everything empty, it will show all the areas available.
For example, if you filter on “Property“Building,” you will only find areas that belong to that propertybuilding.

• The “Count” button will show

• an indication of the total number of objects that fits your search filters

• Note: access right are not taken into account with this search, so when click ‘Search’ you might find less properties.

• The “Search” button will reveal the results of the search job.

To see more details of an area, double- click on the area number. You will see different tabs and options you can fill in regarding the area.  For example, you can make an area available for reservation.

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Using the area module (use cases)

View area information The general tab contains the name, description and other general setting for an area. You also upload a photo of the areas here.
Add Services Within this tab you can add services for this area. For example ‘Rent’ or ‘Cleaning services'
“Reservation settings”tab When ‘Reservable = yes’ on the general tab, this tab is shown. Consult the help text of the field by hovering over the field. Some options are: Change availability or block dates, Add seating arrangements (and set a default), Change capacity, and (dis)allow catering	Image Added
“Related objects” In this tab you can ee which objects are related to this area. For example you can see which checklists, reservations, work orders, and contracts are related to this area.	Image Added

Create a new

building

In the property building module, you can create a new propertybuilding.

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1. Click on ‘Properties’ in the building module;

2. Click on the “Create new

1. building” button;

2. Select the category in which the building should be created.
   

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3. Click ‘OK’;

4. A new screen will open where you can create a new

1. building and enter the details.

2. It is also possible to add a sub-

1. building to an (existing)

1. building by using the “Create new

1. building” button at the bottom

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1. page. You can find this function in the “Subproperties” include. See screenshot.

Note:

• The building category you choose determines the fields, tabs, and functions that are available.

• A typical hierarchy would be to have a site with multiple properties as child building.

• The category Geographical area can, for example, be used as a parent for properties/ sites within the same city or country.

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Create a new area

Within a propertybuilding, you can create (additional) areas that belong to the property building you have open. To do that, open a property and select :

1. Open a building

2. Select the tab “Areas.”

3. You will find the option “Create new area” above the list of areas. 

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You can create different things on the property.  A logical build could be:

·         Property → Floor → Area 

·         Property → Floor → Workplace

In the example below, we add a new area and press create.

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4. After clicking ““Create new area”“ you need to select the area category and press “Create”

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5. You can enter the details of the area, the size, a description if it`s reservable, and a photo.
6. Fill in all the info, and to save the new area, press the button “Save and return.”

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Good to know

• Change parent areas. After creating an area, it is still possible to change the parent of an area. Open your area card and select a different option in the “Parent” field.

  1. Press “>” at the end of the “Parent” field.

  2. Press the … (three dots)

  3. Search for your area and select it.

• Hierarchy. You can create different types of areas on a building to build your hierarchy. All area categories (see screenshot). A logical hierarchy would be: Building → Floor → Area → Workplace or Meeting room

• Active ‘no’. If an area has the status “Yes” the column “Active”, that means you can find them by using the default search functionality. If the status is “No”, you only can find them by using “Advanced search”, as advanced search also queries closed objects.

• A Property Building can be built up from multiple floors and different areas

• New area`s areas can be created and added to properties.