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CirrusFM - External Links Function

Modified on Mon, 27 Apr at 2:12 PM

This article covers the functionality of external links within CirrusFM, how to create an external link for work requests, check in functions and documents & registers and additionally how to configure link templates.

This function can be accessed by an Administrator and Facility Manager user which allows the user to create a QR Code by creating an external link for a property or tenant. 

Create External Links 

  • Click External Links under the Work Request tab 

  • Click Create Link 

  • Select the property, tenant (optional) and asset (optional) from the drop down menu and click Submit. The tenant and asset option will appear once the property has been selected

NOTE: You will not need to select a tenant or asset if a separate link for each one is not required.

 

Configure Templates  

  • Select the template you wish to configure by clicking the relevant button (Check-In Template / Form Template / Print Template) 
  • Using the placeholders available, enter the preferred Title, Header, Footer & Agreement Text. This text will be used as a default for all QR codes with check-in functionality enabled, however, you can amend this via the customise icons for the relevant links


 

Link Functions 

Check In Enabled & Check In Agreement

This function will allow you to use the QR code for site check-ins for an external link 


 

  • Select ‘Check In Enabled’ and ‘Check In Agreement’ check box for the relevant link
  • Click the check-in icon to customise the check-in template 
  • Click the QR Icon to action the following:-
    • Customise the text for print template 
    • Click Save to save the changes
    • Click Save and Print to save the changes and print the template
    • Click QR Image to download and print the QR Code
    • Click Close to close the pop-up

Documents & Registers 

This function will allow you to link a document or register by using the QR code for inductions and acknowledgement of a registered document by a contractor to an external link.

  • Upload relevant documents via the Properties tab. 
  • Select ‘Documents’ and/or ‘Registers’ check box 
  • Click the form icon to customise the form template 
  • Click the QR Icon to action the following:-
    • Customise the text for print template 
    • Click Save to save the changes
    • Click Save and Print to save the changes and print the template
    • Click QR Image to download and print the QR Code
    • Click Close to close the pop-up

 

 

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