How do I create a Key Contact role?

Key Contacts roles are the role names of the person(s) you plan to notify when a piece of equipment is temporarily decommissioned. Some examples of Key Contact roles may include: Property Manager, Fire Chief, and Insurance Agent. In most cases, the role names in this section should have a vested interest in the piece of equipment being impaired.

This article describes the process of creating Key Contact roles for your portfolio. Note: The role names identified in this section are shared across the entire portfolio.

To create a Key Contact role:

1. Click Admin > System Labels.
2. Navigate to and click on the KEY CONTACTS category.
3. Click the Add Key Contacts .
4. Use the Add Key Contacts field to enter your key contact role name.
5. Click SAVE.
6. (Optional) Repeat steps 3-5 until all Key Contact roles have been created.
7. (Optional) To remove a Key Contact role, select the box located to the left of the role name and click .