Building Statuses for Plans

Building statuses show the current status of a Building within the Organisation. A Building will have a status of either 'Active' or 'Not Managed'.

These statuses are sourced from Strata Master.

Content

• Building Statuses 
• View on the Buildings Page
• View on the Building Settings Page
• View on the Building Profile
• View on the Work Summary Page
• View on the 'Upload File' Window
• Invoice Extraction

Building Statuses 

A Building with a status of 'Active' is currently managed by the Strata Organisation. All Plans for the Building will be active in the Portal.

A Building with a status of 'Not Managed' has recently come into the Organisation and may be inactive in or hasn't have been imported from Strata Master. No Plans for the Building will be active in the Portal.

It's also possible that the Building was previously managed by the Organisation but isn't any longer. 

View on the Buildings Page

Building Statuses can be viewed on the Buildings page. Click the Buildings Icon on the toolbar to go to the Buildings page.

Check the 'Status' column to see whether a Building is 'Active' or 'Not Managed'.

View on the Building Settings Page

A second way to view Building statuses is on the Building Settings page. Click the Buildings Icon on the toolbar to go to the Buildings page. Then click the Plan Number to go to the Building Settings page.

The Building status will appear to the right of the address (or immediately below it if zoomed in).

If the Building is 'Active', Job and financial data will be shown and new Work Requests can be created directly from the page. The Building Profile will be linked and all other functions of the page will be available.



If the Building is 'Not Managed', previous Job and financial data will be shown, however, the row of buttons above the Google map location won't be available.

View on the Building Profile

A third way to view Building statuses is on the Building Profile. Click the Buildings Icon on the toolbar to go to the Buildings page. Then click the Address to go to the Building Profile.

The Building status is listed below the address of the Building.

Only Buildings that are 'Active' should have a Building Profile currently activated.

View on the Work Summary Page

Building statuses can also be viewed on the Work Summary page. Click the Wrench Icon to go to the Jobs page. Search for the Job by entering the Plan Number. Then click the Issue to go to the Work Summary page.

The Building status will appear to the right of the address (or immediately below it if zoomed in).

View on the 'Upload File' Window

When an Organisation Admin uploads a document or Invoice, they need to select a Plan Number and can quickly see whether the Building is 'Active' or 'Not Managed'.

Next to each Plan Number is the Building address that's linked to it.

If a Building is 'Not Managed', the Plan Number won't be available.

Invoice Extraction 

When an Invoice of a 'Not Managed' Plan is sent for extraction, the extraction process will fail. Invoices can't be uploaded for a Plan with a status of 'Not Managed'.

For more information, please see View Quotes, Variances and Invoices Uploaded by Service Providers. 

Organisation Admins should contact us with any further questions regarding this process.