Page Comparison

1. Accessing the Organiser, Estate Management panel

From the main menu:

• Click Organiser
  

• The Estate Management panel displays a list of categories which giving access to your estates and other areas where action is required, such as certificates due to expire and outstanding works orders
  
  The contents of this panel can be customised as required, see next step

2. Customising the panel using Panel Setup

You can choose what you show in a panel using Panel Setup options

To access Panel Setup:

• Hover over the panel header bar and click the cog icon
  

Options available:

• Panel header

  • Shows the current title of the panel, this can be changed

  • The header bar colour can be changed, click the icon to the right to do this
    

• Office scope includes

  • The office shown in this field is the one used when filtering the panel By Office

  • This can be changed and added to, as required
    

• Negotiator scope includes

  • The name shown in this field is the one used when filtering the panel By Manager

  • This can be changed and added to, as required
    

• Pick categories to display

  • Tick/un-tick the items to show on this panel

  • Clicking +New Category allows you to set-up your own categories - see 2a

To save and close Panel Setup:

• From the panel header bar, click tick icon

3. Changing information displayed

When a numeric entry is shown with a line under it, it's possible to change the number - doing so will affect what is displayed

For example, to see Legionella inspection certificates expiring in the next 90 days:

• Click the current number of days
  

• Type the required number and press enter on your keyboard

4. Accessing information

Use the Organiser panel to access the detail behind the figures shown

From an entry in the panel:

• Click to display the associated data in a list
  
  For example, clicking Outstanding works orders will show a list of the 4 works orders that are currently outstanding
  

• Clicking the links shown will show the associated records
  
  In this example, clicking Works order will display the works order itself and clicking the address will display the estate record
  

• Click the back button (on left of panel header) to return to the main screen

5. Displaying full results & grid functions

When viewing a list in the Organiser (as seen in step 4) most sections allow you to view the data in a full results grid

• Hover over the panel header and click the icon to pop out to full results
  

• The data shown will be displayed in a pop-out screen 
  
  Grid functions are available to help with viewing the information shown - see 5a
  

• Depending on configuration, when viewing a list of certificates, an option to book works orders in bulk may be available, see step 6

6. Bulk booking of works orders for certificates due to expire

Where enabled, when viewing a list of certificates due to expire via the Organiser, the option to book the works orders in bulk for selected entries is available

This option can be used where the same contractor/supplier is being used for the works

Screenshots coming soon!

From the Property Management panel:

• Select a list of certificates due to expire (e.g. gas safety / PAT)

• Click the Pop out to full results icon on the panel header
  The list will be displayed in full

• Tick the entries to book a works order for

• Click Book <name> Inspections button

• Enter Works Order Details then click Next

• Click Yes to create the works orders

• Select the required options for storing and emailing PDFs, plus printing works order details

• Click Finish
  The entries you have just processed will be displayed with a tick beside them