Creating and Managing Assignments

Assignments allow admins to assign specific items or spaces to an individual or unit. For example, an admin can assign reserved parking spaces, bike racks, and storage lockers to residents who pay for these additional perks. Residents can view their assignments thru the VTS Rise App.

In this article, you will learn how to:

• Create an Assignment Category
• Create an Assignment
• Export Assignments to CSV

How to Create an Assignment Category

Step 1

From the Admin Portal, select Operations located in the left navigation menu. Select Resident Management and then Assignments.

Step 2 

Toggle to Assignment Categories at the top of the page and then select Create Category in the upper right corner. 

Step 3 

To create a Category, follow these steps: 

1. Give the Category a name. 
2. Is Resident Facing?: If this is marked as Yes, the resident with this assignment will be able to see it in their app. To learn more about what the resident will see, please view this article.
3. 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 a Resident. Assignments can be assigned in two ways.

Via Assignments

Step 1

Select Operations located in the left navigation menu. Select Resident Management and then select Assignments.

Step 2

Select Add Assignment.

Step 3

Complete the information to assign the Assignment to a Resident: 

• Select Category: The Assignment Category you are assigning.
• Select Unit: The Unit the Resident lives in.
• Select Resident: 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 Resident's Profile Page

Step 1

Select Operations located in the left navigation menu. Select Resident Management and then select Residents.

Step 2

Search for the Resident 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 Resident's Details page and select Assignments from the horizontal menu. Here, you can view any Assignments they have currently Assigned. To add a new Assignment, select Add Assignments.

Step 4

Add the following information: 

• Select Category: The Assignment Category you are assigning.
• Select Unit: The Unit the Resident lives in.
• Select Resident: 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.