Using the Key Management Report

Modified on Mon, 19 Sep, 2022 at 3:12 PM

When you receive a client's house key, you can add it to their Client Account. A client can have as many keys as needed and you can code them by a Key Reference. You can leave the key unassigned until the sitter needs it, or you can assign the key to the sitter straight away.

You can view all Unissued Keys, all keys issued to any staff or filter to view keys issued to one staff, as well as search by Key Reference. You can reassign in bulk using this report and it is helpful to inventory keys or review physical keys with staff.

The report displays the following columns:

Assigned Staff: Last Name, First Name.
Client (Client Reference): First & Last Name, with schedule ref in brackets, usually the pet name(s).
Key Name / Key Reference: The reference in blue links to the key details.

Tip: You can Reassign keys in bulk from this report as well as search by "Key Reference."

How Do I View a List of Issued or Unissued Keys?

Navigation: Scheduler > Key Management > Key List

Step 1

To view ALL keys issued to any staff, select "All Keys."
Click "Show Keys."

See all keys in key management system in dog walking software

Step 2

To view Issued keys to a staff member, click "Issued Keys" then select the staff member name from the dropdown.
Click "Show Keys."

See all keys assigned to a staff member in key management system in dog walking software

Step 3

To view ALL Unissued keys, click "Unissued Keys" from the dropdown.
Click "Show Keys."

See all unissued keys in key management system in dog walker software

How Do I Assign / Reassign Keys?

After selecting your report as shown above:

Check the box beside the keys to assign.
Select the sitter to assign the keys to in the dropdown.
Click "Assign."