Properties

To create a new Property record, complete the following steps:

1. Review the header to ensure that you are in the correct project or partition.

2. Navigate to the application (Apps > All Apps > Properties).

3. Click New in the action bar.

4. Complete the following fields as appropriate:

   Note Depending on how this app is configured for your domain, there may be fields or sections listed here that do not appear for you, fields and sections that appear for you which are not listed here, or fields and sections which appear in a different order. If you have any questions, check with your domain administrator.

   Field	Description
   Property Image	Select Change to add or update an image for the project. Select Remove to remove the image file and not associate any image with the property.
   Property ID	Enter a Property ID.  By default, this is a required field.
   Property Name	Enter the property name.
   Property Type / Campus / Region	Select the appropriate values from the drop-down lists. Note These lookup lists are managed in the Configuration app. Refer to Lookups.
   Address 1 / Address 2 / City / State / Postal Code / County / Country	Enter the address information for the property.
   Latitude / Longitude	If desired, enter latitude and longitude.
   Property SF	Enter the property square footage.
   Ownership
   Leased/Owned	Select the appropriate value from the list. Note This lookup list is managed in the Configuration app. Refer to Lookups.
   Building Owner	Select the appropriate company name.
   Building Owner Contact	Select the appropriate contact.
   Lease Date / Lease Expiration Date / Bought Date / Year Built	Select the appropriate date values.
   Property Manager / Regional Manager/ Facility Manager / Asset Manager	Select the appropriate contacts from the list. For more information on adding contacts, refer to Understanding the Contacts app.
   3rd Party Agreements
   Use this section to record any third party agreements related to this property. Enter a number and click Insert to add that number of rows to the grid . For more information on working with grids, refer to Item grids.
   3rd Party	Select a contact from the list.
   Type	Select the appropriate third party agreement type. Note This lookup list is managed in the Configuration app. Refer to Lookups.
   Start Date / Expiration Date	Enter the start and end dates of the agreement.
   Notes	Enter any notes as appropriate.
   References
   Upload or select any relevant files or documents. You can use drag and drop to add a file to this section. For more information on using this section, refer to References section.

5. Click Save when you are done.

You can view the list of properties as image thumbnails or in a list. Both selections respect the log view selection and any applied filters.

Click on the Thumbnail view icon or List view icon to change the view.

You can edit multiple records at one time by using the Multi Edit function.

To edit multiple records at once, complete the following steps:

1. Navigate to the Properties app (Apps > All Apps > Properties).

2. Click the List View icon to open the log view.

3. Select one or more records from the log view.

4. Select Multi Edit from the action bar.

5. The Multi Edit page opens. Make the appropriate updates. Use Copy to All and Copy to Selected to add values to multiple records at once.

   

   Note The Multi Edit page lists fields from the log view applied when Multi Edit is selected. To update fields which are not present on the default log view, create a new log view that includes all the fields you want to edit and then apply that log view before selecting Multi Edit.
   

6. Click Save.

Depending on your domain configuration, you may be able to associate a project with a property from the Project Information page. If the Property section is present, select the appropriate property. The values from the selected property will be added to the fields on that section.

For more information on the Project Information page, refer to Project Information.

If you have existing data that you want to import into this app, you can do so through the import process.

You will first generate an export of an existing record to access the correctly formatted spreadsheet file for the import. Once the exported file is available, add the appropriate values for the records you want to import to the exported spreadsheet. You can then import those records. For more detailed information on the importing process, refer to Importing records.

You can generate a report from a selected log view, or use one of the built-in reports available by default in each application. For more information on creating your own reports, including how to set up scheduled reports, refer to Creating ad hoc reports.

Note For information on modifying the logo that appears on reports in your project, refer to Managing report logos.

To generate a report from a log view with up to 10,000 records, click the More icon and select Print. If your log view contains more than 10,000 records, the Print option will be disabled and you can select to download the records to a CSV file instead.

To generate an application report, complete the following steps:

1. Navigate to the application.

2. Select Reports in the application title bar.

   

3. Select the report you want to run.

4. Apply any desired filters.

5. Select View or Download as appropriate. For more information, refer to Viewing Reports.

   

6. Click the Close icon when you are done.

From the detail view of a record, there are several standard actions you can take. Depending on your permissions, some or all of the following options may be available to you:

• View and View w/References - Select View or View w/References to open a PDF view of the current record. The PDF file can be printed or shared from the viewer by clicking on the Open PDF icon .

  

  Note Only references where the Include on Send value is set to "Yes" are included in the View w/References.
  Additionally, if Include Markup on Send is set to "Yes", any markups on the file are included.

• Discussions - Select this icon to open the Discussions panel. If enabled in your domain, the discussions feature allows you to participate in public or private conversations associated with specific records. For more information, refer to Discussions.

• View History - Select this icon to open the History page for the record. The history page provides details regarding all activity (creation, edits, saves, etc.) performed on the record. Click view edit to drill down into more detail on a specific action. Click hide edit to close the action detail. Click the Close icon to close the history page.

• Send actions - Click this icon to select an appropriate Send action for the record. The following options may be available to you:

  • Copy Link and Copy Portable View Link - Select this option to copy a URL link for the record or record's portable view to your clipboard. This link can be sent outside of Kahua. Users with the appropriate permissions will be able to open Kahua directly to that record or portable view by using the link.

  • Copy QR Code and Copy Portable View QR Code - Select this option to generate a QR code for the currently open record or record's portable view. The QR code can be shared directly from your screen, or copied to your clipboard to be shared as appropriate. This QR code can be shared outside of Kahua. Users with the appropriate permissions will be able to open Kahua directly to that record or portable view by using the link.

  • Send - Select this option to open a new Kahua message with the open record included as an attachment. References with the Include on Send value set to "Yes" are also included. For more information, refer to Messages app.

• Delete - Select this option to delete the open record. You must agree to the confirmation message before the record is deleted.

  Alternatively, right-click on the record in the log view and select Delete, or select multiple records from the log view and select Delete.

  Note If a record is deleted in error, your domain administrator may be able to recover it through the Recycle Bin app. For more information, refer to Using the Recycle Bin.

• Open in a new window - Select this option to open the current record as read-only in a new window (desktop host) or browser tab (web host). This allows you to navigate to other records in the original Kahua instance while keeping the read-only window or tab open for reference. To re-open the record on the read-only window or tab in Kahua, select Open in the header.

  

• Maximize and Minimize - Select Maximize to open the record to a full screen view. From the full screen view, select Minimize to return to the original view.

• Close - Select the close icon to close the currently open item.

Your domain administrator or another user with the appropriate permissions can configure the app in the Configuration application.

Important When working in the Configuration app, it is important to review the header and ensure that you are working at the correct level in the hierarchy. You must be in the root domain to configure this application. For more information on the hierarchical structure of Kahua, refer to Understanding the hierarchical structure of Kahua.

The Configuration app can be accessed directly through the apps list (Apps > Administration > Configuration), or by right-clicking on an application in the launch bar and selecting Configure. When you select Configure for an app from the launch bar, the detail view of the configuration page for that application opens automatically.

For general information on configuring this app in Configuration, refer to Application configuration.