When interacting with stakeholders in regards to specific parcels, agreements, or other related records; you will find yourself having to update the contact status of your records to keep the data in Borealis up-to-date.
There are several options to update the contact status in regards to parcels and agreements. This article covers the following:
- Update Contact Status for a Parcel from an Individual or Organisation record
- Update Contact Status for a Parcel from the Parcel List page Individually
- Update Contact Status for a Parcel from the Parcel List page in Batch
- Update Contact Status for a Parcel from an Agreement Parcel List page
- Update Contact Status for a Parcel From the Map
- Update Contact Status from the Mobile Application
Update Contact Status for a Parcel from an Individual or Organisation record
- Navigate to either Individual or Organisation in Stakeholder Engagement.
- In the left hand menu, select Parcels under Land access.
- Mouseover the parcel in the Parcels list page for which you want to update the contact status.
- Click the Update contact status button on the right hand side of the page.
- Use the Contact status drop-down list to select the new contact status.
- Specify supporting information in the Comments field.
- Click the Save button.
Update Contact Status for a Parcel from the Parcel List page Individually
- Navigate to Parcels in Land access.
- Mouseover the parcel in the Parcels list page for which you want to update the contact status.
- Click the Update contact status button on the right hand side of the listpage.
- Use the Contact status drop-down list to select the new contact status.
- Specify supporting information in the Comments field.
- Click the Save button.
Update Contact Status for a Parcel from the Parcel List page in Batch
- Navigate to Parcels in Land access.
- Click the Select multiple button in the upper right corner of the list page.
- Select the parcels which you want to update from the list
- Click the Update contact status button in the upper right corner of the list page.
- Use the Contact status drop-down list to select the new contact status.
- Specify supporting information in the Comments field.
- Click the Save button.
Update Contact Status for a Parcel from an Agreement record
- Navigate to Agreements in Land access.
- Select the agreement for which you want to update the contact status of its parcel.
- In the left hand menu, select Parcels covered under Parcels covered.
- Mouseover the parcel in the Parcels list page for which you want to update the contact status.
- Click the Update contact status button on the right hand side of the page.
- Use the Contact status drop-down list to select the new contact status.
- Specify supporting information in the Comments field.
- Click the Save button.
Update Contact Status for a Parcel From the Map
Note that you can use the Show map button in the upper right corner of record information pages to display a record on the map and update the contact status from there.
- Navigate to the Map in the Main menu.
- Enter the parcel name you are looking for in the search function or pan and zoom the map to the parcel's location.
- The parcel should be selected by default but you can also click on the parcel to open the interactive record form.
- Click the Update contact status button.
- Use the Contact status drop-down list to select the new contact status.
- Specify supporting information in the Comments field.
- Click the Save button.
Update Contact Status from the Mobile Application
- Open the Navigation menu.
- Press on Parcels.
- Locate and open the parcel for which you want to update its contact status.
- Press on the options menu in the upper right corner.
- Press Update contact status.
- Press on Contact status and select the new contact status from the list.
- Press on Comments and enter supporting information.
- Click the Save button.