This article will assist in the process of creating a Pool Pass in uManage. Pass Types can be created that highlight the various Pass Types that are utilized by each firm.
To Add a New Pass:
1. Locate the Activities tab > Select the "Passes" option > Then, select the Manage Passes page
2. Here, the Various previous created passes can be located by Association/Status/and Type
3. To Add a New Pass, click on "Add Account Pass" to create a new pass
4. This will then present the Pass Screen in which the Association/Account can be selected. Once the Account is Designated, fill in the Pass Details:
Firm Pass Type - This is where the Selection of the type (Pool, Parking, etc..) can be located
Pass Status - This indicates if the Pass is Pending/Denied/Approved
Category - Passes can be grouped into categories for additional classification
Note - Any notes that needed to be added to the pass
Pass Method - This indicates if this is a new/existing pass
Expiration - The format in which this pass will expire
User Pass Barcode - This field can be utilize to house the Bar Code for the pass
Remaining Guest Punches - The amount of times remaining this pass can be used
File Name - This is for any Attachments that are needed
Form Fields - This area can be used to allow details to be Printed from the System Merge Field list