Access: City Regulators
Overview: The basics on creating, managing and searching for establishments.
- Creating an Establishment
- Editing an Establishment
- Linking Service Providers to an Establishment
- Searching for an Establishment
- Filtering Establishments
- Closing and Reopening an Establishment
- Deleting an Establishment
A handy video introduction to Establishments can viewed in the knowledge base article Introduction to Establishments (Video).
Creating an Establishment
Navigate to the ‘Establishments’ tab on the top navigation bar and select the green Create establishment box. Complete the details within the form and click Save.
Note: Establishment types are customizable in settings - check out the knowledge base article Organization Defaults for help with this.
Editing an Establishment
You can edit an establishment’s information from the establishment information page. First, click Actions beside the establishment name and then select Edit from within the dropdown menu.
From there you'll be taken to the form to update any field.
Once desired changes are complete click Save.
Note: All email addresses should be added as Contacts in order to send notifications. Details entered within this window are for reference only.
Linking Service Providers to an Establishment
Find and click on the establishment that needs a new service provider.
Under Actions select Edit.
Find the field labeled 'Provider' and begin typing the name of the service provider that you would like to link to this establishment. Once it appears in the drop down menu, select that provider and click the green save button at the bottom to save the provider.
(Note: if they are a self-cleaner, just search "self" and select self-cleaner)
The selected provider will now appear on the establishment's page, and on their online profile.
Searching for an Establishment
See all establishments by selecting ‘Establishments’ on the top navigation bar.
Search for specific establishments by typing the name or address in the ‘Search by establishment’ box.
You can filter establishments using default or custom filters.
Visibility: Select from drop down in the box to filter by open establishments, closed establishments, or select neither to display all.
Tags: Click the box to view available tags, or begin typing the tag you would like to search by to show all establishments with this classification. More than one may be selected.
Compliance: Select the compliance status of establishments from the dropdown. More than one may be selected.
Type: Select the type of establishments to display. More than one may be selected.
You can also filter by any custom establishment property. To do this select Add custom filter and choose Add filter by custom property. Select the establishment property you wish to filter by from the pop-up menu.
There are three different filter options for custom property filters:
- i) filter establishments by if the selected establishment property value is known
ii) filter establishments by if the selected establishment property value is unknown
iii) filter establishments that match an inputted value for the selected establishment property
Select your option and click the green Add button.
You will see the filter listed at the bottom of the search form. Apply any other filters you wish and then select Apply.
Note: The ‘Apply’ button must be clicked in order to search by the property.
Closing and Reopening an Establishment
Establishments can be marked as 'Closed' as an alternate option to permanently deleting them. Closed establishments can be reopened.
You can close an establishment from the establishment information page. First, click Actions beside the establishment name and then select Mark as closed from the dropdown menu. You'll be asked to confirm this action.
An establishment that has been closed can be reopened. First, click Actions beside the establishment name and then select Open from the dropdown menu.
Closed establishments will not show up in standard searches for establishments unless specified. To search among closed establishments first navigate to the "Establishments" tab and switch the visibility from Open to Closed.
Deleting an Establishment
You can delete an establishment from the establishment information page. First, click Actions beside the establishment name and then select Delete from the dropdown menu. You'll be asked to confirm this action, and remember that deleting an establishment is final.