Functions and Features of the Jobs Page

Functions and Features of the Jobs Page

Strata Managers can view all of the Jobs for a Building that they manage on the Jobs page of the Portal. Since the Jobs page is the command centre for all assigned Jobs, it's important to know how to navigate the different functions and features.

To go to the Jobs page, click the Jobs Icon on the toolbar.

The Portal uses defining attributes called metadata and system APIs to enable search, allowing Strata Managers to filter Jobs in numerous ways using the Search Bar and app-specific options for information filtering like Special Markers.

Using search parameters or filters to retrieve results is a much more direct and rapid approach to finding information for Jobs over other methods like browsing. 

Contents

• Special Markers
• Search Bar
• Status Filters
• Manager Filters
• Date Updated Filter
• Coloured Dots 
• Disruption Notices and Hazard/Risk Notifications 

Special Markers

Special Markers help Strata Managers manage their workload more efficiently by allowing them to filter Jobs based on certain criteria. 

New Requests
Filters and displays new requests that have been raised but not yet assigned to the provider.

New Message
Filters and displays requests that have unread messages from the provider.

Quote Added
Displays jobs with a Quote that has recently been uploaded for approval.

Awaiting Committee Approval
Shows jobs where Quotes have been sent to the Committee and are awaiting their approval.

Invoice Added
Displays jobs with an Invoice that has recently been uploaded for processing.

No response for 72 hours
Displays jobs where the Service Provider that hasn't responded.

Schedule Send 
Displays jobs that will be sent on a future date.

Search Bar

Strata Managers can use the Search Bar to find pertinent information for Jobs:

• Search by Plan Number to view all of the Jobs for a Plan Number
  • Note: When searching for a Building, entering the Plan Number with the prefix 'SP' will show results that are an exact match; however, entering just the number will show all of the Plans that include those numbers 
• Search by Service Provider to view all of the Jobs for a specific Service Provider
• Search by Job ID or Reference Number to view a specific Job
• Search by Trade to view all of the Jobs for a Trade
• Search by Text to view all of the Jobs that include the search terms in the description

Status Filters

Status Filters allow Strata Managers to view all of the Jobs with a particular status. This means that they can quickly see how certain Jobs are progressing and decide on the next steps to take.

Status Filters default to 'Active', which shows all of a Strata Manager's assigned jobs, excluding those that are Completed, Cancelled or Closed. The 'All' filter will show all assigned Jobs, including those that are Completed, Cancelled or Closed.

Manager Filters

Strata Managers can select a Manager Filter to view all of the Jobs assigned to a specific Manager. The Manager Filter defaults to the current user and can be removed to see all Jobs for all Managers in the Organisation, or all Jobs for a selected Manager.

Date Updated Filter

With the Date Updated Filter, Strata Managers can view all of the requests updated within a specific
date range. 

Coloured Dots

Sometimes there will be Coloured Dots next to Jobs listed on the Jobs page. Each Coloured Dot conveys important information on the status of a Job and can help a Strata Manager to instantly identify where a Job is in the process without going to the Work Summary page. 

Disruption Notices and High Risk Jobs 

Jobs with disruption notices for buildings are marked with a red background on the Jobs list.

Strata Managers should contact us with any further questions regarding this process.