In the event that Internal Maintenance requires support from a Vendor to complete the maintenance, the Maintenance Technician can Clone a Meld and assign the cloned Meld to the Vendor. This is the best practice to allow for both the Internal Maintenance Technician and Vendor to log time and/or track expenditures independently associated with the maintenance request.
It is not recommended, but the Maintenance Coordinator can remove the assigned Maintenance Technician and assign the Vendor to the existing Meld directly. The Maintenance Technician cannot assign a Vendor to the existing Meld. This scenario does not involve Cloning the Meld.
What user roles get notified of the following actions dependent on configuration?
- Internal Maintenance Technician Finishes the Meld: Agent(s), Owner(s), and Tenant(s)
- Internal Maintenance Technician Clones the Meld: No notifications are sent.
- Internal Maintenance Technician Assigned Cloned Meld to Vendor: Agent(s), Owner(s), Tenant(s) (if Tenant presence set to required), and Vendor
After the completion of your work, Finish Meld.
From Completed Meld, click OPTIONS, click Clone Meld.
From newly Cloned Meld, select the Vendor from the list under Maintenance to assign the Meld.
Click Clone Meld button (not shown).