You can issue a key to a company, a department, a lease agreement, or an individual. If you issue it to a company, a department, or a lease agreement, you can also specify the person who received the key.
Tip: If you want to issue multiple keys at once, it’s best to use the bulk edit feature and then the collective issuance log. ⚠️ Artikel nicht gefunden (oder nicht veröffentlicht)
Prerequisite
The key record already exists
Procedure in the FM Portal
Path to the starting point: Infrastructure Building Management - Security / Keys - Keys
Open the record for the key you want to issue.
Tip: You can find the record particularly easily via the key group.
In the Key Status section, change the status to AG | Issued.
Fill in the required data in the Issued to section.
Click Save in the toolbar.
Click Reports in the form’s toolbar and select Issuance Log. A PDF file containing the key’s data will be generated. Verify that the data regarding the key and the person/company/department/tenant, which was imported from the FM Portal, is correct and up to date in the document. If not, update the data.
Have the person receiving the key sign it.
In the Documents section, click Select Files and select the issuance log. Then click Upload.
The key is now registered as issued.