Functions and Features of the Building Profile

Functions and Features of the Building Profile

The Building Profile is the hub where Committee Members and Owners will find up-to-date information for their Building.

They can access multiple properties managed by the same or a different Strata Management Organisation under 'Buildings'.

• Building Profile
• Profile Photo
• Switch Plan Number
• Jobs 
• Noticeboard
• Meetings 
• Contacts 
• Important Documents

Building Profile

The Building Profile is a safe and central place for important notices and updates to be displayed for the Building. Up-to-date information and services for the Building can easily be accessed from the same page. 

Switch Plan Number

Strata Managers can view and manage multiple properties via the 'Switch plan number' feature.

Click 'Switch plan number'  and select an address on the drop-down menu to toggle between Building Profiles.

Rules

The Rules section displays all Building Rules for the plan.

Users can navigate to the Regular Invoices tab to review invoice processing rules and quickly identify internal approvers from the Organisation and external approvers from the Building Contacts.

Click the Recurring Invoices tab to view Recurring Rules set by providers with defined invoice limits or GL Codes, enabling automatic processing for invoices within a specified range. 

Building Rules may also be viewed on a Document or Invoice page.

On the document page, select a file, click the three dots in the top right, and choose Building Rules. For invoices, follow the same steps on the invoice page.

Jobs

Under 'Jobs', users can view a list of upcoming and completed jobs

Click 'View All' to view all the jobs under the Jobs page. 

Click + New Job button to create and submit a request for the building. 

For more information please see Create a Work Request

Noticeboard

The Noticeboard acts as a central platform for Strata Managers to post and view important building announcements, ensuring that updates are readily available to residents and stakeholders.

Meetings 

The Meetings section displays both upcoming and completed meetings for the building. Users can access meeting agendas, building details, links to online meetings, and any attached files, if available.

Contacts

The Contacts section on the Building Profile page lets you view and communicate with people associated with the building, including Building Management, Team Members, Strata Members, and Guests. Each tab displays key details such as name, role, contact information, and status (Active or Invited).

Building Management – Lists building managers responsible for operations and maintenance.

Team Members – Includes internal staff who assist in managing the building.

Strata Members – Displays owners, tenants, or occupiers with lot and role details.

Guests – Shows external users with temporary building access. 

Important Documents

Under 'Important Documents', users can view files that have been flagged as important or useful for Owners.

Owners can quickly access these files and read through them on demand.

Click 'View All' to navigate to the Documents page. 

Under this field, they can also access Levy Notices or generate Financial Reports for the building. 

Committee Members and Owners should contact us with any further questions regarding this process.