Creating a Unit or Occupant Activity Log

Summary:   How to create an activity log, assign the ticket, and update managers and residents on status updates.

There are several ways to create an activity log - directly through the resident's record in Pilera, or via the 3 dots at the end of the occupant line listing in the portal (Quick Add ticket option).  In this article we will create the ticket via the Ticket Dashboard.

1.  Go to "Tickets" and "Activity Dashboard"   

2.  Via the dropdown box, choose either Occupant or Unit Log.   Then select the blue button "Add Log"

3.  Enter in your ticket data, including a subject, description, category and subcategory.   Then do a search for your occupant in the search box.   The contact information for your resident will then autopopulate.

5.  Continue filling out the ticket.  Here you can choose to send an email notification to the resident if you like, you can include an attachment and assign to a manager if you like.

NEXT STEPS:  Updating the Status of your Ticket

1.  To update the status of your ticket, find your ticket in the Dashboard.   (Go to TICKETS and then ACTIVITY DASHBOARD).    Find you ticket, and ciick on the "i" at the end of the line.

2.  Here you can edit your ticket, or update the status and add comments.   Click on "Add Comment/Update Status/Assign.

3.  Update your status, re-assign, make a comment and notify managers here on this ticket screen.

Your occupant and unit logs are visible to managers in the Dashboard view, and also right in the resident's record in Pilera.    Occupant Logs are visible right on the resident's profile page.

Unit Logs can be viewed in the resident record also, just click on Unit & Account:

Activity Logs are a great way for managers to keep track of all kinds of occupant and unit data.  Run reports to keep track of all of the tickets and tasks you are creating and taking care of for your communities!

• Related Articles

• Tracking Data with Unit and Occupant Activity Logs

  Summary/Goal: Learn how to use the call/activity log feature within Pilera to track interactions with your residents/managers/ and anything else they should be tracked for safety or future interactions. Step by step: Option 1: GO TO OCCUPANTS ...

• How can I set the manager notifications for unit and occupant activity log tickets?

  Summary/Goal:How to set up/edit your work order notification emails.   This can be done in a few ways, one is with "Ticket Settings" and the other way is through "User Roles".        Step-by-step: UNDER THE SETTINGS TAB you will find the "Ticket ...

• How do I access my community's activity logs - unit or occupant?

  Summary/Goal: Learn how to recall activity logs that you have already created and a quick overview of how to edit them. Step by step:  Accessing your Occupant Logs   GO TO THE OCCUPANTS PAGE and find the relevant person.   GO TO THE PERSONS PROFILE ...

• Creating Quick Add Comments for Tickets

  Summary/Goal: In this article, we will review how to Add Quick Add comments for Work Orders (although you can follow these same steps to create quick add comments for other ticket types, like Activity Logs). This will provide managers with an ...

• Activity Log Comment Templates

  Summary/Goal To provide managers with an in-depth understanding of Activity Log Comment templates, how to create them, and apply the templates for multiple communities for staff to use. Brief You will first assign Template Admin roles to your ...