Create a Building Record

Walk through the typical steps to create a Building record.

To create a Building record:

  1. On the CSM Browser Client or CSM Desktop Client toolbar, click New>New Building.

    A new Building record is created with a status of New.

  2. Provide information about the Building in the Overviewn:
    1. Site: From the drop-down menu, select the site associated with the Building (example: USA Headquarters).
    2. Building Name: Provide a name for the Building. This is a required field.
    3. Address: This field auto-populates using the address from the associated Site record. If necessary, provide a different address.
    4. Address 2: Provide additional address information for the Building.
    5. Country: This field auto-populates using the country from the associated Site record. If necessary, provide a different country.
    6. State/Province/Territory: This field auto-populates using the state/province/territory from the associated Site record. If necessary, provide a different state, province, or territory.
    7. City: This field auto-populates using the city from the associated Site record. If necessary, provide a different city.
    8. Postal Code: This field auto-populates using the zip code from the associated Site record. If necessary, provide a different zip code.
    9. Region Code: This field auto-populates using the region code from the associated Site record. If necessary, provide a different region code.
    10. Full Address: Provide the full address for the Building.
    11. Notes: Provide other important information for the Building.
  3. Assign a Building Manager in the Default Form by clicking one of the ownership links:
    • Select Owner: Click to first select a Team owner and then a User owner.
    • Select Team: Click to select a Team owner.

    You can also take ownership of the Building by selecting the Assign to Me link.

  4. Activate the Site by clicking the Next: Active link.

    The status changes to Active and the Building record is available.

  5. (Optional) To deactivate the Building, click the Next: Inactive link or click the Set Status to Inactive link.
  6. (Optional) To mark the Building as Vacant, click the Set Status to Vacant link.