Occupants sub-tab – Asset module

The following fields are displayed in the Occupants List:

• Start Date / End Date — Start and end dates of planned occupancy or lease.

• Expiration Date — Expiration date of existing lease.

• Percentage — Percentage of building occupancy, if applicable.

• Lease — Indicates whether or not the occupant is under the terms of a lease.

• Primary — Indicates whether or not this occupant is the primary occupant of the building or location.

• Active — Indicates whether or not the occupant actively resides in the building or location.

To add an occupant record:

1. Click the Add button.

   The Requester / Occupant module lookup will open, allowing you to select an occupant. The module lookup is filtered to Requesters by default.

2. Use the filter and search controls to identify the items you want to add.

   You can use the Type filter on the left to filter for the type of occupant.

3. Select Employee, Contact, Contractor, or Requester from the Type filter.

4. Locate the occupant you want to add.

5. Click the occupant.

   The Occupants dialog box displays.

6. Enter the start and end dates of the planned occupancy.

   The Calendar lookup can be used to retrieve the dates.

7. Enter the expiration date of the lease, if applicable.

8. Enter this occupant’s percentage of building occupancy, if applicable.

9. Use the available check boxes to indicate whether the occupant is under the terms of a lease, the primary occupant, or an active occupant.

10. Choose between two options:

    • Click the Apply button.

      The lookup opens with the occupant listed in the My Selection(s) area of the dialog box. Repeat steps 3-9 until you have added all occupants.

    • Click the Apply / Close button.

      The Occupants page opens. The module lookup closes, and the new occupant record is added to the Occupants table.

      Note:

      To remove a record that has been added to the My Selection(s) area in error, click the blue arrow directly to the left of the row.

11. Click the Save button.

    Your changes are saved.

To edit an occupant record:

1. Click the row for the occupant record you want to modify.

   The Occupants dialog box displays.

2. Make your changes.

3. Click the Apply button.

   The Occupants page opens.

4. Click the Save button.

To delete an occupant record:

1. Select the check box to the left of the occupant record you want to remove.

   A check mark appears, indicating the record has been selected.

2. Repeat step 1 until all occupants you want to remove are selected.

3. Click the Remove button.

   The occupants are removed.

4. Click the Save button.