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Manage unit brand types

You can manage the units and the brand types to define what areas for work are available.

Written by Rubin Muresan

If the wrong floor plan appears when raising a callout, for example, showing a head office layout instead of a store layout, it usually means the brand type on the unit is set incorrectly. The brand type controls which floor plan is used, so if it is not set correctly, the system may show the wrong plan.

To update the brand type for a unit and correct the floor plan, follow these steps:

  1. From the Admin area, click Add/Edit Units.

  2. Click on the Unit that needs the floor plan updated.

  3. Unlock the green padlock icon.

  4. In the Brand Type drop-down list, choose the correct brand type.

  5. Click Save.

πŸ“Œ Note: Once the correct brand type is selected, the appropriate floor plan will display for the unit when raising future callouts.


Create a new brand type

If no brand type meets the needs, you can create a new brand type by following the steps below:

  1. From the Admin area, click Unit Details Settings.

  2. Click on the Units Types / Brands tab.

  3. Unlock the green padlock icon.

  4. Click Add Unit Type / Brand.

  5. Enter the Name for Unit Type/Brand.

  6. Select Virtual Unit type from the dropdown menu.

  7. Click Save.

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