CMS - Community Planner

Created by Mienette van Heerden, Modified on Thu, 13 Jun, 2024 at 2:21 PM by Glennise Pretorius

Community planner

Navigation: Community Level > Dashboard

Every community has a Community Planner (or calendar). The Community Planner is the landing page when logging in to a community. From the other page view, simply click on "Dashboard" in the left menu, to navigate back to the Community Planner view.

The planner is pre-populated with all of the needed events and meetings that happen in any sectional title or homeowners association:

To add additional meetings/events to your planner, click on the following icon:

From the dropdown menu select the meeting/event type:

And create the meeting label (heading).

Meetings vs Events:

For both meetings and events, you can fill in a date on the planner by clicking on the Planner card.

As soon as the date of the meeting is confirmed with all relevant parties, it can be changed from "Proposed" to "Confirmed" by clicking on the pencil again and changing it to "confirmed".

As soon as this meeting has been completed, it can be changed from "Confirmed" to "Done".

Once the meeting has the status "Done" on the pop-up screen you will be able to select a file that you want to upload - this can be any supporting documents - such as minutes.

Once you have uploaded the selected file, the "Send email" button will appear which allows emails to be sent directly from the planner and compliance.

When Clicking on the "Sent email" button, a pop-up email screen will open where recipients of the email can be chosen and a email can be constructed, that will be sent with the attached file. More files can also be attached if needed.

Compliance

The compliance is displayed on the Global Overview screen and is calculated by looking at all of the planner items within all of your communities and whether they have the needed source documents uploaded against each of the completed items.

The compliant percentage will decrease if the relevant source document has not been uploaded in the required amount of days. These "required days" criteria, can be set up from the Global or Community Overview screen, by hovering over "Settings" and clicking on "Compliance Setup".