Candace Grimes
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Activity overview
Latest activity by Candace Grimes-
Candace Grimes created an article,
How to Bring Multiple Business Record Together Under One Building Address
Overview: Previously, you have not had the ability to create alternate business/occupant addresses. The workaround has been to create a separate location for each, which results in separate structu...
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Candace Grimes created an article,
How to Create a “Building Shell” Occupant ?
Building shells are used to represent inspected common areas (i.e. elevators, hallways, etc) that are not the responsibility of the tenants (i.e property owner, property management). Note: The new...
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Candace Grimes created an article,
How to Show a Building has been Demolished?
Click the Hamburger Menu\Occupancy Data\Structure Data. Filter to find the structure that is being demolished. Click the Pencil to edit the structure. The Structure Details window will open. Scr...
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Candace Grimes created an article,
How to Create an Occupant Billing Template
Click the Hamburger Menu\Occupancy Data\Occupant Data. Filter to find the occupant for which you would like to create the billing template. Click the Pencil icon to edit the occupant. The Occupa...
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Candace Grimes created an article,
How to Move an Occupant from One Location to Another
Note: The new address and structure must be created before trying to move the occupant. To move an occupant to a different address, follow these steps: Click the Hamburger Menu\Occupancy Data\O...
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Candace Grimes created an article,
How to add a group of codes to an inspection shortlist?
To add a group of codes to an inspection shortlist/checklist, follow these steps:From the Hamburger menu, click Codes/ Code Sets.Select the Magnifying Glass icon next to appropriate code set. Use f...
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Candace Grimes created an article,
How to move a question to another group?
Note: Only custom added codes can be re-grouped. Codes from a master list cannot be moved to a different grouping. To move a question to another group, follow these steps: From the Hamburger men...
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Candace Grimes created an article,
Using the Locations, Structures, and Occupants screens
Overview Your occupancy data is organized in three levels: Location (street address) Structure (building) Occupant (business, tenant, or homeowner) A location can have one or more structures. A...
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Candace Grimes created an article,
Overview of Locations, Structures, and Occupants
Your occupancy data is organized in three levels under Occupancy Data: Location Data (street address) Structure Data (building) Occupant Data (business, tenant, or homeowner) A location can have ...
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Candace Grimes created an article,
How to Retire and/or Unretire Occupants?
If an occupant has left and has been replaced by another occupant, or the space is now vacant, follow these steps to retire and replace the occupant: From the Main Menu, click Manage Occupants o...