Assignments for Commercial Admins

Assignments for Commercial Admins

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:
  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 Occupant Management and then select Assignments.



Step 2 
Select Create Category from the upper right corner. 



Step 3 
To create a Category, follow these steps: 
  1. Give the Category a name. 
  2. 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 the article Assignments - Occupant
  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

Step 1
Select Add Assignment.



Step 2
To add an Assignment, complete the following steps:
  1. Select the Category for the Assignment. Custom Fields that were inputted when creating the category will populate.
  2. Select the Tenant and Occupant 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 applicable, 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 an Occupant. Assignments can be assigned in two ways.

Via Assignments

Step 1
Select Operations located in the left side menu. Select Occupant Management and then select Assignments.



Step 2
Select Add Assignment on the right.



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 left side menu. Select Occupant Management and then select Assignments.



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.
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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