Bulk Assign a Maintenance Manager to Plans

With Bulk Assign, Organisation Admins can assign a Maintenance Manager to different Plans in bulk. This feature can only be used if the Plan Number for the Building has 'Maintenance Management' enabled.

A Maintenance Manager will assist with follow-up phone calls and emails to Service Providers at scheduled times in accordance with timeframes outlined in the Service Level Agreement.

1. Go to the Jobs page (Wrench Icon )

2. Click the check box in the left column of all Plans to assign

3. Check that there isn't a grey dot to the left of the Plan Number

Note: These Plans have already been assigned a Maintenance Manager

4. When all Plans have been selected, click 'Bulk'

5. Select 'Maintenance Manager Settings'

6. Select 'Assign'

7. Click 'Save'