Course Chapters

  1. 1

    • Completing this Training Session

    • What is the Portal?
  2. 2

    • Getting Portal Support
  3. 3

    • Creating a Work or Quote Request

    • How to Update a Work or Quote Request

    • Placing a Job On-Hold

    • Recurring Jobs

    • Tasks

    • Send a Quote for Committee Approval

    • 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
  4. 4

    • Functions and Features of the Finance Page

    • Invoice Processing

    • Smart Invoice Extraction

    • Bulk Approving Invoices

    • Process an Invoice from a Job

    • Invoice Approval Workflow Exceptions

    • Managing Duplicate Invoices

    • Invoice Transaction Date

    • Invoice Processing Quiz
  5. 5

    • Navigating the Documents Page

    • Adding Documents

    • Edit Documents from the Documents Page

    • Download Files from the Documents Page

    • Sending Messages Regarding Files
  6. 6

    • Accessing Building Profiles

    • Functions and Features of the Building Profile

    • Digital Noticeboards

    • Building Management Quiz
  7. 7

    • Messaging and Chatroom

    • Messages Features

    • Communication Tools Quiz
  8. 8

    • Functions and Features of the Providers Page

    • Overview of the Provider Profile

    • Inviting Service Providers

    • Creditor Compliance Licence and Insurance Validation

    • The Building Managers Page