Property Management Organiser panel

From the Organiser:

• Click Settings (top right)

• Click General on left and tick Display property management panel

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• Click Done

1. Access Property Management panel

From Organiser:

• The Property Management panel displays a list of categories which giving access to areas where action is required, such as certificates due to expire and outstanding works orders
  
  

• Use the filter options at the top left of the panel to choose whether to display information for All offices or By Office - or click Select and choose to filter By Manager / Prp.Manager / Prp.Admin (where configured)
  
  

• Hovering over the panel header displays the Settings (cog) icon, click this to access Panel Setup where the contents of the panel can be customised - see next step

2. Access panel setup options

To access setup options:

• Hover over the panel header and click the settings/cog icon to access setup options (shown above)

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• Panel header
  Allows you to change the name of the panel and the colour used Click the dropper tool icon to pick from the colour palette

• Office scope includes
  The office(s) shown here dictate which office data is shown when filtering the panel By Office (see step 1) This usually shows your office but can be added to/changed using the drop-down menu

• Negotiator scope includes
  The user(s) shown here dictate which user data is shown when filtering the panel By Manager (see step 1) This usually shows your name but can be added to/changed using the drop-down menu

• Property Manager/Administrator Negotiator scope includes (where configured)
  The user(s) shown here dictate which user data is shown when filtering the panel By Prp. Manager / Prp. Admin (see step 1) This usually shows your name but can be added to/changed using the drop-down menu

• Pick categories to display
  Determines which stats are shown on the property management panel

  • Tick/untick as required

  • New categories can be added - click +New Category, see next step

• To save changes, click tick icon (top right)

3. Set up new categories

In the Pick categories to display section (shown above)

• Click +New Category

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• Click Data source drop down menu for options to:

  • Create new - allows you to build a new set of report criteria using Power Reports

  • Choose existing - select a saved Power Report (saved previously via the Power Reports screen)

  • Import from file - select a Reapit Report Definition (*.rrd) format file to import
    A saved Power Report file is saved in *.rrd format

• Category name: enter the title of the category as you want it to be displayed on the Property Management panel

• Sort results by: when selecting the new category, choose in what order you want to view the results

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• Do not share: can leave as this if the report is just for your own use
  Or click for options on sharing this new category with colleagues/other offices:
  

• Click Save
  Your new category will be displayed at the bottom of the Pick categories to display list

• Tick the newly added option so that it displays on the Property Management panel

• Any newly added category is classed as Custom Category and marked with an asterisk (*)
  Hover over a custom category to display a cog icon - click the icon for options to Edit or Delete it

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When a numeric entry is shown with a line under it, it is possible to change the number

For example, to see Tenancies due for renewal in the next 90 days:

• Click the current number of days

• Type the required number and press enter on your keyboard

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This section covers how to access the detail behind the figures shown in the panel

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 5 works orders that are currently outstanding

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• Click links to show the associated records
  In this example, clicking Works order will display the works order itself, clicking the address will display the property record and clicking the supplier will show their company record

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• This list can be displayed in more detail via a full results grid view, see next section

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

When viewing a list in the Organiser (as seen in the previous section), 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

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

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When information is shown in a grid, the following functions are available:

• Click column heading to sort by that column 

• Click and drag a column to change its position in the grid

• Hover over the column heading and click the filter icon for options to group or filter the list

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• Right-click the column headings for options to add more columns to the list and to also save the current layout