How Do I Add An Occupier To An Issue?

It is possible to create maintenance issues in Fixflo without a reporting party. This may be deliberate, or the property may be vacant. If an occupier isn't assigned to an issue, the occupier section on the Detail tab will be left empty:

Regardless of the reason, there can be instances where you need to add an occupier to a maintenance issue at a later date.

If there are already occupier profiles linked to the property, you can go to the Related tab on the issue and flag a profile as the reporting occupier:

If the profile does not exist already, you will need to click on the property hyperlink at the top of the issue, click the Occupiers tab, and create a new occupier profile using the Add occupier button. Here is our guide on adding new occupiers to Fixflo.

If you do not have the Add occupier button, this indicates you don't have the relevant permissions to create new users. Please speak to an 'Administrator' user within your company for further assistance on this!

It is also possible to add an existing occupier to an issue by navigating to the Edit button at the top of the issue page:

From here, please click the Occupier setup tab and search for the relevant occupier within the Occupier name lookup box:

After you have found the occupier you would like to add to the issue, simply click Add occupier to issue for their details to be recorded against the issue.