Using Draft Mode with the Drag-and-Drop Scheduler Using Draft Mode with the Drag-and-Drop Scheduler

Using Draft Mode with the Drag-and-Drop Scheduler

Draft Mode is a new enhancement to the Drag-and-Drop Scheduler that allows property managers to tentatively schedule and assign work without notifying the vendor or resident until it’s officially published. This feature is perfect for planning your schedule without triggering any premature communications.

 

Here’s how to use it:

Step 1:

Click Calendar.

 

Step 2:

Click Draft Mode in upper-right corner.

 

Step 3:

Locate meld on right-side from the Dispatch, Review, or All Melds tab that you would like to assign, schedule, or reschedule.

 

Step 4:

Release mouse button to drop your draft on the desired time.


NOTE: until you publish, the draft schedules will be surrounded by a dotted line.

 

Step 5:

When you are satisfied with where your draft schedules are, click Publish Changes in the upper-right corner.

 

Step 6:

Review and click Publish.

 

Your drafts are now scheduled!