Add Tenants to Equip

Owned by Kimberly Cruz (Unlicensed)
Last updated: Feb 11, 2020
2 min read

We have created this tool to allow the user to easily assign tenants to equips. This is so that they can specify which equips will be tracked and billed per tenant.

Prerequisite: 

  • You'll need the finHtmlReporting pod and have it enabled. Refresh browser after enabling.

  • You'll also need to have the Email SMTP settings configured in the Host > Settings. Then make sure a user has a valid email to receive the reports.

  • You'll also need to enable the html2pdf extension.

 

There are a couple of ways

  1. Below we’ll show you how to use the one found in the FIN Reports app

  2. The other way is to go to the DB Builder app > Equip Tree and select the equipment. Then the user will go to Tools >  Reports > to select Add Tenants to Equip.

 

FIN Report Application

First, the user will want to navigate to the equipment (or floor that equips exist under) in the Navigation Tree because the tool is context-sensitive.

Then the user will go to the FIN Reports app.

Then, once inside the app, the user will select Tenant Reporting.

Once selected, they'll find Add Tenants to Equip.

The user will be prompted with the below pop up where they can choose which tenant to assign to the equip. As well as if they will be charged hourly or by usage.

  • Charge Hourly

  • Charge by Usage

After selecting to apply a tenant, it will add "zoneMaster" marker tag, tenantRefs property string tag with id of tenant user, and isPercentage boolean tag depending if charging hourly (false) or by usage (true) to the equip.

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