How to produce an ITP for multiple locations
In the following example, we will demonstrate how to perform this function for multiple apartments in several residential building.
Establish a User Group
Here we will create a User Group prior to creating the ITP so we can easily assign it to them.
Access the Contacts Module via the Main Menu
Navigate to Project Groups, and click on New Group
1. Give your group a Name
2. Assign the Privacy
3. Once completed click on Save
Add Users to the newly created group
You can do this by either searching for them individually or even copying from another group as the example below shows.
Upload all Locations
In Commnia you can upload locations from an excel file which ultimately saves time instead of creating them one by one
Navigate to the Control Panel
1. Select Site Manager
2. Click on the Locations/Areas
3. Click Location tab
4. Click ellipsis and select Excel Template to download the template
Here you can fill out Location, Sub Location 1, 2 and 3 just make sure to follow the template format.
Once you are happy Save it and upload the file by clicking the ellipsis and select Upload Locations.
Creating Multiple ITPs and corresponding QR code for multiple Locations
On the Main Menu, click Smart Forms
Click Send for Completion.
1. From here select the form you would like to send.
2. Enter Recipients
3. In the Collaborators section you will also be able to select the Bathroom Inspection Group we created prior.
Select the Users and click on Add Collaborators
4. Notice when we reach Location and Sub Location all the options we added are there for us to select.
To select Multiple locations, click on each location checkbox from the dropdown list.
5. Enter Due Date (optional)
6. Enter Message (optional)
7. Click Send form to recipient
Just like that, the above steps will produce an ITP for each apartment.
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