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Maintaining Leases: Diary Tab

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Property > Lease > Diary Tab

Mandatory Prerequisites

Prior to creating Lease Diaries, refer to the following Topics:

Screenshot and Field Descriptions: Diary Tab

 

Status: this is the Diary Entries table selection Status. Select from:

 

Diary Entries table: this shows the selected Diary entries for the Lease. Double click a row to populate the fields below the table for editing.

Entries in the table are colour coded as follows:

 

Date: this is the due date of the Diary entry.

 

Event: this is the Event type for the Diary entry.

 

Review: this is the Lease Review Profile associated with the Diary entry. It will default to the value set up for the Event.

 

Entry: this is free form text describing the Diary entry. It will default to the value set up for the Event.

 

Action-G: this is the Action Group of users who are responsible for the Diary entry. It will default to the value set up for the Event. Either this or the Escalation must be supplied.

 

Reminder From: this is the date that the Action Group of users will start to be reminded from. This date can be automatically calculated based on the reminder period set up for the Event.

 

Escalation: this is the Escalation Profile associated with the Diary entry for alerting different Action Groups of users at certain times for the Diary entry. It will default to the value set up for the Event.

If an Escalation is entered then any values in the Action-G and Reminder fields are automatically cleared as they are no longer required.

Complete: this check box is for denoting that the Diary entry has been actioned and considered complete.

How Do I : Add a new Lease Diary Entry

  1. At the Lease field on the primary tab, locate the Lease.
  2. Click on the Diary tab.
  3. Any existing Diary entries will be displayed in the Diary Entries Table.
  4. Optionally select a different item from the Status drop down list to determine the contents shown in the Diary Entries Table.
  5. At the Date field enter or select the due date of the Diary entry.
  6. At the Event field, locate the Event relating to this Diary entry.
  7. Based on the Event selected the Review, Entry, Action Group, Escalation and Reminder fields may be automatically populated. Amend any of these fields if required.
  8. Click the Right Hand Side Application tool-bar push button: Add. This will add the Diary entry to the Diary Entries table.
  9. Repeat these steps to add (change or delete) more Diary entries.
  10. Click the Left Hand Side Application tool-bar push button: Change.
  11. Confirm that you wish to change the record.

How Do I : Modify an existing Lease Diary Entry

  1. At the Lease field on the primary tab, locate the Lease.
  2. Click on the Diary tab.
  3. Any existing Diary entries will be displayed in the Diary Entries Table.
  4. Optionally select a different item from the Status drop down list to determine the contents shown in the Diary Entries Table.
  5. Double click a row in the Diary Entries table to change. It's components will be loaded into fields in the tab.
  6. As an example, tick or un-tick the Complete check box.
  7. Click the Right Hand Side Application tool-bar push button: Change.
  8. Repeat these steps to change (add or delete) more Diary entries.
  9. Click the Left Hand Side Application tool-bar push button: Change.
  10. Confirm that you wish to change the record.

How Do I : Delete an existing Lease Diary Entry

  1. At the Lease field on the primary tab, locate the Lease.
  2. Click on the Diary tab.
  3. Any existing Diary entries will be displayed in the Diary Entries table.
  4. Optionally select a different item from the Status drop down list to determine the contents shown in the Diary Entries table.
  5. Double click a row in the Diary Entries table to delete. It's components will be loaded into fields in the tab.
  6. Click the Right Hand Side Application tool-bar push button: Delete.
  7. Repeat these steps to delete (add or change) more Diary entries.
  8. Click the Left Hand Side Application tool-bar push button: Change.
  9. Confirm that you wish to change the record.

How Do I : Create a Recurrence pattern of a Diary Entry

  1. On the Diary Entries table, click the check box in the R column of the Diary entry to create a recurrence for.
  2. Click the Application tool-bar push button: Recurrence.
  3. The Diary Recurrence application will display. Refer to Create Diary Recurrences for creating Daily, Weekly, Monthly or Yearly diary recurrences.
  4. When you have returned from the Diary Recurrence application, the screen will re-populate and display the new Diary entries.

How Do I : Export a Diary Entry to Microsoft Outlook

 

  1. Single click a row in the Diary Entries table to export.
  2. Click the Application tool-bar push button: Export.
  3. The Windows Save dialog will show. Select a location to save the file and click the Save button.
  4. A message box will show asking if you want to open the file now. Click Yes. If you have an iCalendar compatible application installed, the Diary entry will open in the appropriate area of that application. For example, if you have Microsoft Outlook installed, the Appointments screen will appear.
  5. Complete the steps the iCalendar compatible application requires to save the Diary entry.

How Do I : E-Mail a Diary Entry

 

  1. Single click a row in the Diary Entries table to export.
  2. Click the Application tool-bar push button: E-Mail.
  3. The E-Mail application is displayed with the Diary entry attached to the E-Mail template. It is in the iCalendar format which is compatible with applications such as Microsoft Outlook.
  4. Refer to Sending E-Mails for field descriptions and how to send the e-mail.

Related Topics

Lease Diaries are associated with the following Topics: