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Navigation: Contracts

Rental Management

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VertiGIS FM Rental Management is a module included in the license for the VertiGIS FM Contracts product. It stores data for rental agreements and rental units.

You can access VertiGIS FM Rent by expanding Rent in the modules panel and clicking Dashboard.

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Link to VertiGIS FM Rent

Many of the same actions and workflow shortcuts available in VertiGIS FM Contracts are available on the VertiGIS FM Rental Management dashboard.

Dashboard

You can use the legacy start page or customize your own dashboard for the Rental Management dashboard.

Legacy Dashboard

The legacy dashboard for the Rental Management module is divided into the following sections.

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Rental Management Legacy Start Page

1.Operational Procedures

2.Appointments

3.Actions

4.Deadlines

5.Expiring Contracts

6.Checklists

7.Defect Indications

8.Reports

9.Queries

Operational Procedures

The Operational Procedures section of the Rental Management dashboard includes shortcuts to various workflows within the module.

op-rental-agreement

Add Rental Agreement

Create a rental agreement. A rental agreement is a contract for the rental of housing or office space.

 

Add Lease ("Pachtvertrag erfassen")

Create a lease agreement. A lease agreement is a rental agreement from which the renter can derive economic benefit.

op-adjust-payments

Adjust Payments

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Deadlines and Options

View rental contracts that have approaching expiration dates.

Exercise options to extend rental contracts that have options included.

op-settingservicecharge

Settle Service Charges

op-additionalcharge

Additional Charge Control

op-issue-invoice

Issue Invoice

op-addmeterreadings

Add Meter Readings

op-settleconsumption

Settle Consumption

op-add-price-index-2

Add Price Index

Add a price index or update an existing index with data released by a government or central bank so that invoice amounts managed in the VertiGIS FM Rental Management module can be adjusted accordingly.

op-allocate-costs

Allocate Costs

op-add-invoice

Add Invoice

op-financial-accounting-transfer

Financial Accounting Transfer

Export a file with payment and invoice information associated with contracts managed in VertiGIS FM Contracts. The file can then be imported into your organization's financial management or accounting system for processing.

Appointments

The Appointments section lists the appointments (a call or in-person meeting) scheduled for the user signed in to the application. For an appointment to display in the Appointments section on the start page, the user signed in to VertiGIS FM must be indicated in the Employees field of the appointment form.

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Appointments Section on the VertiGIS FM Maintenance Start Page

Appointments are events that can be scheduled for most data objects in VertiGIS FM and are not to be confused with . Because an appointment must be associated with an object (for example, a standard contract or insurance contract), you must create it on the details page for an object. You cannot create them on the search page, like you can for other event-based objects.

Actions

Content coming soon.

Deadlines

The Deadlines section lists rental agreements whose termination date (or the date to exercise a special termination) is approaching.

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Deadlines Section

Contracts appear in this section a certain number of months before their termination date. You can configure this number in the Contracts product settings.

Expiring Contracts

Content coming soon.

Checklists

Content coming soon.

Defect Indications

Content coming soon.

Reports

The Reports section lists download links for the reports the system administrator has made available on this page for the role your user has been assigned. Clicking the link generates the report. Refer to the Report and Query Permissions administration topic for more information.

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Reports Section

You can generate reports using other data on the search page. Refer to Generate Reports for more information.

Queries

The Queries section lists links to the search queries the system administrator has made available on this page for the role your user has been assigned. Refer to the Report and Query Permissions for more information.

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Queries Section

Refer to Save a Query for instructions on how to create a query.

Dashboard Customization

As a system administrator, you can create a customized dashboard for the start page for each VertiGIS FM product and module included in your license. Tools in the dashboard customization feature allow you to design a dashboard that conveys important information to your users, using your own live VertiGIS FM data associated with any assets, data objects, and properties in your system.

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Customized Dashboard with Characteristic Values, Charts, and a Map

Dashboard objects you can add to your start page include KPI metrics, charts, lists, and maps. You can also include any of the template sections shown on the default start page to your customized dashboard.

When you create a custom dashboard, you can add any of the items below to your start page.

Dashboard Object Presentation Types

Presentation Type

Description

Characteristic Value

A counter that reflects the quantity of a data object (e.g., the number of buildings or devices) in the VertiGIS FM database, or the sum or average of a property with a numeric values across all data objects of a given type (e.g., the total floor area across all buildings in the system).

Chart

A line, bar, or circle (pie) chart that visualizes data associated with a VertiGIS FM data object.

List

A list of data objects of a given type (e.g., devices, buildings, or work orders), with their properties sorted into columns to allow your users to search and filter them on the dashboard.

Map

A VertiGIS Studio web map that has been integrated with your VertiGIS FM environment. You can configure it to display a layer mapped to a data object in VertiGIS FM.

Shortcut

An icon image and text that links to an external application or website.

Template

Default data objects, like Actions, Operational Procedures, and task-based objects associated with the user signed in to VertiGIS FM.

To access the dashboard customization page, click the gear icon (icon-gear) at the top of the start page whose dashboard you want to customize.

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Link to Dashboard Customization Page

Refer to Dashboard Customization for instructions on how to add custom objects to your dashboard.

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Documentation Version 1.0