The Architectural screen is split up into four sections that contain the main architectural record, Notes, and Tasks related to the request.
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You can press the CTRL+F keys on the keyboard to use the Find field to search for a specific word or set of words. |
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The screen contains a vertical divider that can move from left to right, and a horizontal divider that can move up and down. This allows the user to define the best way to view and read the information in this screen. |
ARC Modification Window
The top left section (red) is the main architectural record which contains general information about the architectural request.
The fields in this section are defined as follows:
Field |
Description |
|---|---|
Resource ID |
Automatically generated by the system. |
Received |
The date the architectural request is received. Defaults to the current date. |
Closed |
The date the request is closed. Preferably after a final decision has been made. |
Employee |
Defaults to the user entering the information into the record. Can be changed by using the dropdown menu provided. |
Status |
Allows user to select the current status of the request. Previously defined in SETUP | Program Defaults | Codes tab | Program Area: Architectural Status. |
Modification |
Allows user to select the type of modification being requested. Previously defined in SETUP | Program Defaults | Codes tab | Program Area: Architectural Modification.This field can also be manually overwritten if the dropdown menu does not contain the type of modification being requested. |
Condition |
Allows user to select the condition that must be satisfied by the resident or owner in order to receive approval for the modification. Previously defined in SETUP | Program Defaults | Codes tab | Program Area: Architectural Condition.This field can also be manually overwritten if the dropdown menu does not contain the type of condition needed. |
Record Information Window
The top right section (blue) is the form view of the architectural record. This will show a brief summary of the information entered in the ARC Modification window.
Notes/Letter Merger Window
The bottom left section (green) contains any Notes and files added to the main record. This is where the user can generate a letter that has been previously defined to pull information from the Architectural fields.
The fields in this section are defined as follows:
Field |
Description |
|---|---|
Entered |
The date the note is entered, the file is added, or the letter is generated. Defaults to the current date. |
Employee |
Defaults to the user entering the information into the record. Can be changed by using the dropdown menu provided. |
File Name |
The dropdown menu here provides a list of previously defined letters that can be generated in the Architectural record. The user can also use this field to add a file saved elsewhere on their computer. To do this, use the File Open icon, |
View |
Clicking this icon will open the file attached to the note selected. |
Note |
Enter a note related to the architectural request. |
, to search for the file needed.
Tasks Window
The bottom right section (yellow) manages any assigned Tasks. This section allows the user to assign this architectural record to another user to then track on their end.
The fields in this section are defined as follows:
Field |
Description |
|---|---|
Created |
The date the task is created. Defaults to the current date. |
Due |
The date the task is due to be completed by. |
Assigned By |
Defaults to the current user signed into the system. |
Assigned To |
Select the user that is assigned to this task |
File Name |
Attach a file related to the task using the Attach File icon, |
Note |
Enter a note related to the task. |