Creating and Managing Assignments
Assignments allow admins to assign specific items or spaces to an individual or tenant. For example, an admin can assign reserved parking spaces, bike racks, and storage lockers to occupants who pay for these additional perks. Occupants can view their assignments thru the VTS Rise App.
In this article, you will learn how to:
How to Create an Assignment Category
Step 1
From the Admin Portal, select Operations located in the side menu. Select Occupant Management and then Assignments.
Step 2
Select Create Category from the upper corner.
Step 3
To create a Category, follow these steps:
- Give the Category a name.
- Is Occupant Facing?: If this is marked as Yes, the Occupant with this assignment will be able to see it in their app. To learn more about what the occupant will see, please view this article.
- Custom Fields for Assignments: Select the Plus sign (+). This is where admins are able to add any additional information to be collected with this specific assignment category.
Step 4
Select Submit when completed.
Creating an Assignment
After an Assignment Category has been created it needs to be applied to an Occupant. Assignments can be assigned in two ways.
Via Assignments
Step 1
Select Operations located in the side menu. Select Occupant Management and then select Assignments.
Step 2
Select Add Assignment.
Step 3
Complete the information to assign the Assignment to an Occupant.
- Select Category: The Assignment Category you are assigning.
- Select Tenant: The Tenant the Occupant works under.
- Select Occupant: The specific person this Assignment is for.
- Expiration Date: Determines how long the Assignment is valid.
- Description: Any details you would like to include in the Assignment.
- Upload Images and Upload Docs: You are able to attach images or documents related to the Assignment.
Select Submit when you are finished. This will apply the Assignment.
Via Occupant's Profile Page
Step 1
Select Operations located in the side menu. Select Occupant Management and then select Occupants.
Step 2
Search for the Occupant you are looking to assign an Assignment to by using the search bar at the top of the screen. Select the three horizontal dots to the right and then select Details from the drop-down.
Step 3
Navigate to the bottom of the Occupant's Details page and select Assignments from the horizontal menu. Here you are able to view any Assignments they have currently assigned. To add a new Assignment, select Add Assignments.
Step 4
The Occupant's Tenant and name will auto-populate.
- Select Category: The Assignment Category you are assigning.
- Select Tenant: The Tenant the Occupant works under.
- Select Occupant: The specific person this Assignment is for.
- Expiration Date: Determines how long the Assignment is valid.
- Description: Any details you would like to include in the Assignment.
- Upload Images and Upload Docs: You are able to attach images or documents related to the Assignment.
Select Submit when you are finished. This will apply the Assignment.
Exporting Assignments to CSV
Admins can download the assignments as a CSV. Select the More button in the upper right side corner. Export as CSV is an option.
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