• Solution home
  • Building Staff
  • Settings Tab

    • Product Update: Event Log Settings- Event Types, Event Locations, and General Settings.

    • Modified on: Tue, 17 Sep, 2024 at 1:47 PM
    Print

    Note: This article is for the newly redesigned module. This updated module is in the process of being rolled out and may only be available to some users.


    Overview


    Event Log settings allow Manager and Security Officer-level users to create custom Event Types, Event Locations, set automatic notifications related to the Event Log, and configure general module settings.  You can view or update Event Log settings from the Event Log by clicking on the gear icon to the right of the page title, or from the Dashboard, go to the Settings tab and then select Event log.


    Note: Click on the images to enlarge them


    Table of Contents


    Common Event Types


    Your Event Types are customizable and should reflect the items or people you receive and track at the front desk or office, as well as any other items for which you need to capture signatures and photos or maintain an item or event "history."  All Event Types are grouped under specific headings (Event Groups) to make tracking and viewing those items easier.

    Most buildings will use the following Event Types, grouped as listed:


    1. Event Group: Incoming Deliveries

    • FedEx, Envelope, DHL, UPS, USPS, Package
    • Perishables, Pharmacy, Flowers, Other, Etc. 

    2.   Event Group: Outgoing Items

    • Laundry Pickup - When laundry is left by a resident for someone else to pick up. 
    • Pickup - When an item is left by a resident for a resident or non-resident to pick up.
    • Package Return - When a package is left to be picked up by a carrier.

    3. Event Group: Keys

    • Keys In - When a resident leaves a personal key at the front desk or leasing office for someone else to pick up.
    • Keys Out - When a key that is primarily kept at the front desk or leasing office (E.g., in a lockbox) is given out to a resident, contractor, or vendor. 

    4. Event Group: People

    • Visitor - Visitor event types typically require a signature upon arrival and close automatically, meaning no one needs to sign out the visitor when he/she leaves.
    • Contractor-In - Contractors often require a signature and photo upon arrival. Your property may also use our label printer to print a Contractor badge.

    Adding Event Types


    To add an Event Type, go to the Front desk tab, select Event log, click on the gear icon, and select the Event types tab. Next, click the green Add New Event Type button in the top right corner.


     


     

    A new window will open, and you will see a screen where you can name the Event Type, decide on a grid color for it, choose an icon, and select the Event Group to which the new Event Type should belong. Next, decide how the Event type will work: will it appear on the Open-Event Grid to later be closed manually (Set Status to "Open") or will it close automatically upon saving (Set Status to "Closed")? (Note: Most commonly, items tracked in the Event Log will be set as "Open.") In addition, you will be able to specify if a signature, photo, or ID is needed to save an Event of this type. If you are using the Dymo label printer to print package labels or badges, you can set your desired label format. Finally, you can specify notification options and choose whether or not events of this type will appear on the Public Display.

     

    Make sure to click the green Save button when finished.

     

    Editing Event Types

    To edit an Event Type,  go to the Front desk tab, select Event log, click on the gear icon, and select the Event types tab. You'll be taken to a screen that displays all active Event Types. To change the sort order of an Event, click the number in the sort order column at the right.  


    To View or Edit an Event Type, click on the Event Type.



     
    For an explanation of the settings on the Edit Event Type page, see the "Add Event Type" section of this article. After making any changes, click the green Save button. To remove an Event Type, set the Event Status to Inactive, and click the green Save button.



    Editing Event Groups


    To change the Event Types in a particular group, click the Event Type you wish to move, and in that event's settings window, locate and click on the Event Group dropdown menu.  From the Event Group Dropdown menu, select the group to which you'd like to move the event. Click the green Save button. 
     
     
     

    Adding Event Locations


    Event Locations allow you to designate different areas where incoming items might be stored for residents to pick up. Using Event Locations will allow staff to select the location where an item is stored and waiting to be picked up or delivered. If you do not see the option for Event Locations, see the General Settings section below for instructions on how to enable them. Only Management and Security Officer users have access to Event Location settings. 


    To add or edit an Event Location, go to the Front desk tab, select Event log, click on the gear icon, and select the Event locations tab.

     

     

    To add a new Event Location, click on the Event Location tab and then the green Add New Location button in the top right corner.


     

    A new window will open, and you'll see a screen where you can name the Event Location; give the event location an abbreviation; and, decide if the Event Location status should be active, or inactive. Click the green Save button to save all changes.



    Editing Event Locations


    To change or review the settings for an Event Location, go to the Front desk tab, select Event log, and click on the gear icon. Next, select the Event Locations tab and you will see all active Event Locations. In the sort column, you can change the sort order for an Event Location.




    To view or edit an Event Location, click the name of the Event Location you wish to view/change. After making any changes, click the green Save button.




    General Settings


    General settings allow you to enable/disable Event Locations, set default notification options, and other important settings for this module. 


    To view or change your Event Log General Settings, go to the Front desk tab, select Event log, click on the gear icon, and select the General Settings tab. Next work your way down the page selecting the setting options that work best for your property operations. After making any changes, click the green Save button.