Pre-Plans

A copy is available to download below.

• Related Articles

• Property and Pre-Plans Module in the Backoffice

  A copy is available to download below.

• Creating Pre-Plan Categories

  If this page isn't viewable, you can download the pdf by clicking Attachments above.  This tutorial will help you understand the process of creating Preplan topics and categories.  Go to Properties--Pre-Plan Categories. Double-click the Main topic ...

• User Permission Guide

  A copy is available to download below

• Mass creating Pre-Plans, and finding how many unassigned

  Here are the steps below to find the number from the desktop app, and to mass create the preplans.     Go to properties-->New Pre-Plan       In the filter Check "property Never Inspected" then search       The bottom corner of the screen is the ...

• Custom Ordering Fields in Pre-Plans

  A copy is available below if you wish to download.