In the event that an Internal Maintenance Technician requires support from a Vendor to complete the maintenance, the Internal Maintenance Technician can Clone a Meld and assign the cloned Meld to the Vendor. This is the recommended best practice to allow for both the Internal Maintenance Technician and the Vendor to submit their relevant items (Expenditure/Invoice) independently.
NOTE: It is not recommended, but the Maintenance Coordinator can remove the assigned Internal Maintenance Technician and assign the Vendor to the existing Meld directly. This scenario does not involve Cloning the Meld.
What user roles get notified of the following actions dependent on configuration?
- Internal Maintenance Technician Finishes the Meld:
- Agent(s)
- Owner(s)
- Resident(s)
- Internal Maintenance Technician Clones the Meld:
- No notifications are sent.
- Internal Maintenance Technician Assigned Cloned Meld to Vendor:
- Agent(s)
- Owner(s)
- Resident(s) (if Resident presence set to required)
- Vendor
Step 1:
After the work is complete, the Internal Maintenance Technician will need to click and then click Finish Meld.
Step 2:
From the completed Meld, click , then click Clone Meld.
Step 3:
From the newly Cloned Meld, select a Vendor from the Maintenance field, then click Clone Meld.
The Meld will then be sent to the Vendor for acceptance.