Course Chapters
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1
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Completing this Training Session
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What is the Portal?
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2
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Profile Settings
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Activating Your Profile
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Notification Settings
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Profile Set Up Quiz
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3
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Getting Portal Support
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4
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Creating a Work or Quote Request
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Maintenance Management
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Compliance Management
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Placing a Job On-Hold
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Editing Job Details
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Uploading & Approving Quotes
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Reject and Revoke a Quote
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Cancelling Jobs
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Approve or Reject an Invoice from a Job
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Closing Jobs
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Managing Jobs Raised by External Contacts
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Functions and Features on the Jobs Page
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Jobs Quiz
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5
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Invoice Processing
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Smart Invoice Extraction
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Bulk Approving Invoices
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Process an Invoice from a Job
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Accessing Invoices
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More Options for Actioning Invoices
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View and Bulk Cancel Duplicate Invoices
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Invoice Transaction Date
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Invoice Processing Quiz
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6
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Adding Documents
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Editing Documents
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Navigating the DMS
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Managing Documents
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Sending Messages Regarding Files
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Searching the DMS
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DMS Quiz
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7
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Accessing Building Settings
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Functions of the Building Settings Page
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Building Managers and the Building Management Team
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Accessing Building Profiles
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Functions of the Building Profile Page 1
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Functions of the Building Profile Page 2
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Functions of the Building Profile Page 3
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Digital Noticeboards
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Building Management Quiz
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8
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Creating Messages
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Message Features
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Communication Tools Quiz
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9
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Owner & Committee Member Access
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