Tracking Data with Unit and Occupant Activity Logs

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 PAGE and find the person you would like to log.  Click on the 3 dots at the end of the Occupant line listing and select "Quick Add Ticket" 


Select Unit Log (if the issue is relating to the Unit), and Select Occupant Log if the issue pertains to the Occupant   FILL OUT THE LOG and save it.




    1.  
    Option 2:
    1. GO TO OCCUPANTS PAGE and find the person you would like to log.
       
    2. CLICK THE RESIDENT PROFILE BUTTON to access the residents personal profile.
       
    3. CLICK THE ‘ADD OCCUPANT LOG ENTRY’ button on the bottom of the profile page. 
    Option 3:
    Adding a Unit or Occupant Log - Go to TICKETS, and select "ACTIVITY DASHBOARD"   There you can view all of your tickets, and create a Unit or Occupant Log.



    Testing:
     
    1. The log should be recorded in the Occupant Log Entries section of the person's profile page. 
       
    Tips:

    1. Don’t forget to review old entrees to put down how or if they were resolved. It is good to include the date of when the activity occurred and when it was resolved.
       
    Conclusion:

    Activity logs are a way to track interactions that our message center or other features cannot. In person, phone calls, and any other ways you communicate should be placed into the activity log. Especially if the interaction involves important information, or involved something that you may feel uncomfortable about. 

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