A Meld can be scheduled as a Property Manager, Maintenance Coordinator, and Internal Maintenance Technician including the following scenarios. Each of these scenarios is accompanied by step-by-step instructions for scheduling the Meld.
- Schedule a Meld when Resident presence is not required
- Schedule a Meld when Resident presence is required
- Schedule a Meld using Resident requested appointment windows
- Schedule a Meld on behalf of Resident
Schedule a Meld when Resident presence is not required
Step 1:
Schedule by opening the specific Meld.
Step 2:
Click Schedule.
Step 3:
Choose the Appointment window and click on the calendar to assign that appointment window.
Click SAVE and the appointment will be scheduled. The Resident will not have the option to select a different schedule unless this process is followed.
NOTE: There is no option to choose more than one appointment window.
Schedule a Meld when Resident presence is required
Step 1:
Click Melds and then click SCHEDULE on the specific Meld.
Step 2:
To manage the assigned technician's availability, click Add Availability.
NOTE: Click on the calendar to assign one or more dates and times.
Step 3:
Under Availabilities, use the icon to the right to add and remove the availability.
Click SAVE.
NOTE: The Resident will be notified via email and/or text notification that the Meld has been scheduled.
Step 4:
Refer to the highlighted section where the Meld status is set to IN PROGRESS.
Schedule a Meld using Resident requested appointment windows
Step 1:
Click Schedule on the specific Meld.
Step 2:
Under Requested Appointment you will find the Resident requested appointment windows.
Select an appointment and click Book.
Step 3:
To confirm the appointment time, click BOOK.
NOTE: The Resident will be notified via email and/or text notification that the Meld has been scheduled. Refer to this article referencing what a Resident experiences.
Step 4:
Refer to the highlighted section where the Meld status is set to In Progress.