Assignments for Residential Admins

Assignments for Residential Admins

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:
  1. How to Create an Assignment Category
  2. Creating an Assignment
  3. How to Assign an Assignment
  4. Exporting Assignments to CSV

How to Create an Assignment Category

Step 1
From the Property Management Portal, select Operations located in the left side menu. Select Resident Management and then select Assignments.



Step 2 
Select Create Category from the upper right corner. 



Step 3 
To create the Category, you will do the following:
  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. Check out our article Assignments- Resident to learn more about what the resident will see.
  3. Custom Fields for Assignments Select the Plus sign (+). This is where admins can add any additional information to be collected with this specific assignment category. 

Step 4
Select Submit when completed.

Creating an Assignment

Step 1
Select Add Assignment.



Step 2
To create an Assignment, you will do the following:
  1. Select the Category for the Assignment. Custom Fields that were inputted when creating the category will populate.
  2. Select the Unit and Resident for which the assignment should be applied.
  3. If the assignment is for a specific time period, admins can set an expiration date. 
  4. If needed, a description can be added as well as the ability to upload images or documents. 

Step 3
Select Submit when completed.

Assigning an Assignment

After an Assignment 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 menu. Select Resident Management and then select Assignments.



Step 2
Select Add Assignment on the right.



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 resides in.
Select Resident: If the Assignment is for a specific person in the Unit, you can set that up here.
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 from the left side menu and select Resident Management. From the drop-down menu, 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 are able to view any Assignments they have been assigned. To add a new Assignment, select Add Assignments.



Step 4
The Resident's Unit and name will auto-populate. 

Select Category: The Assignment Category you are assigning.
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 corner and then select Export as CSV. 



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