Hot Filters help Organisation Admins manage their workload more efficiently by allowing them to filter Jobs based on certain criteria. Each Hot Filter has a unique colour and task-related purpose. Hot Filters are located on the Jobs page above the list of Jobs.
Hot Filters
Hot Filters can help Organisation Admins to quickly determine which Jobs require immediate attention. Simply click any Hot Filter to go to the list of Jobs with the status indicated by the colour of the button.
Look under the 'Creator' column to see if a Work or Quote Request was created from within the Strata Organisation or by an external user, such as a Committee Member, Property Owner or Tenant.
Yellow for 'New Requests to Action'
The yellow button shows the number of new Requests that require action within the
Organisation Admin's queue.
Dark Green for 'Scheduled Send'
The dark green button shows the number of new Requests that have not yet been sent to a Service Provider but will be sent on a scheduled future date.
Pink for 'Quote Added'
The pink button shows the number of Jobs with a Quote that has recently been uploaded by a Service Provider.
Purple for 'Invoice Added'
The purple button shows the number of Jobs with an Invoice that has recently been uploaded.
Light Red for 'Service Provider Hasn't Responded'
The light red button shows the number of Jobs with a Service Provider that hasn't responded.
Bright Green for 'New Messages'
The bright green button shows the number of new Messages sent to an Organisation Admin.
Light Grey for 'Awaiting Committee Approval'
The light grey button shows the number of Jobs where Quotes have been sent to the Committee and are awaiting their approval.
Black for 'Closure Request'
The black button shows the number of Jobs with a Closure Request.
Dark Red for 'Declined Jobs'
The dark red button shows the number of Jobs that have been declined by the Service Provider. Clicking this button will show the filtered list of these jobs.
For more information, please see Functions and Features of the Dashboard and Functions and Features of the Jobs Page.
Organisation Admins should contact us with any further questions regarding this process.
Comments
0 comments
Please sign in to leave a comment.