Course Chapters

  1. 1

    • Completing this Training Session

    • What is the Portal?
  2. 2

    • Profile Settings

    • Activating Your Profile

    • Notification Settings

    • Profile Set Up Quiz
  3. 3

    • Getting Portal Support
  4. 4

    • Creating a Work or Quote Request

    • Maintenance Management

    • Compliance Management

    • Placing a Job On-Hold

    • Editing Job Details

    • Uploading & Approving Quotes

    • Reject and Revoke a Quote

    • Cancelling Jobs

    • Approve or Reject an Invoice from a Job

    • Closing Jobs

    • Managing Jobs Raised by External Contacts

    • Functions and Features on the Jobs Page

    • Jobs Quiz
  5. 5

    • Invoice Processing

    • Smart Invoice Extraction

    • Bulk Approving Invoices

    • Process an Invoice from a Job

    • Accessing Invoices

    • More Options for Actioning Invoices

    • View and Bulk Cancel Duplicate Invoices

    • Invoice Transaction Date

    • Invoice Processing Quiz
  6. 6

    • Adding Documents

    • Editing Documents

    • Navigating the DMS

    • Managing Documents

    • Sending Messages Regarding Files

    • Searching the DMS

    • DMS Quiz
  7. 7

    • Accessing Building Settings

    • Functions of the Building Settings Page

    • Building Managers and the Building Management Team

    • Accessing Building Profiles

    • Functions of the Building Profile Page 1

    • Functions of the Building Profile Page 2

    • Functions of the Building Profile Page 3

    • Digital Noticeboards

    • Building Management Quiz
  8. 8

    • Creating Messages

    • Message Features

    • Communication Tools Quiz
  9. 9

    • Owner & Committee Member Access