Commercial Property - Activity Plans


Use this area to view Standard Activity Plans and Tasks that are attached to a Commercial Property. Note: This area may be empty when first adding a new Commercial Property as there are generally no Standard Activity Plans or Tasks assigned yet. 

1.       Click on the Properties menu button.

2.      
Click on the Properties option button.

3.      
Ensure the appropriate Commercial Department is displayed/selected in the Department
Drop Down list.

4.      
At the top of the List of records area enter your search criteria in the Look for field. You may
search for a property using any of the Address fields, for example 12 Middlegate Street, Sydney. You may enter, 12 or Middlegate or Street or Sydney. Note: You are also permitted to enter abbreviations such as ‘Mid’ or part of the word contents such as ‘gate’.

5.       Click on the Find Now button.

6.      
The system will display all results in the List of records area below.

7.      
Double left click on the property to display its details in the Active Window.

8.      
Click on the Activity Plans tab.

9.      
The Activity Plans area displays any Standard Activity Plan that has been attached and
lists both the start and end dates. If there is no end date displayed, this denotes that the Standard Activity Plan is still open.

10.      
The Actvities area will display any Tasks assigned to the Property, i.e. whether they are
deleted, in progress, not started or completed. It displays the due date as well as any notes regarding the Task.