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, select the report icon . If your log view contains more than 10,000 records, the report icon will be disabled and you can select to download the records to a CSV file instead. For more information, refer to Generate a report from a log view.

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.

To delete a 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.

3. To delete a record, right-click on the record in the log view and select Delete, or open it in the detail pane and select the Delete icon in the action bar.

   

4. Click OK on the confirmation message. The record or records will be deleted.

Note If a record was deleted in error, it can be recovered from the Recycle Bin application by an administrator. For more information, refer to Using the Recycle Bin.

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.