Strata Managers can view all of the Buildings for Jobs that they manage on the Buildings page of the Portal. Since the Buildings page is the command center for all assigned Buildings, it's important to know how to navigate the different functions and features.
To go to the Buildings page, click the Buildings Icon on the toolbar.
The Portal uses defining attributes called metadata and system APIs to enable search, allowing Strata Managers to filter Buildings in numerous ways using the Search Bar and app-specific options for information filtering like Account and Status Filters.
Using search parameters or filters to retrieve results is a much more direct and rapid approach to finding information for Buildings over other methods like browsing.
Contents
Search Bar
Strata Managers can use the Search Bar to find pertinent information for Buildings:
- Search by Plan Number or Address to view a specific Building
- Search by Strata Manager to view all of the Buildings for a Strata Manager
Account Filters
Strata Managers can select Account Filters and filter by 'Managed Accounts' or 'All Accounts'. Managed Accounts are buildings that have the Strata Manager User as the nominated Strata Manager in Strata Master.
Status Filters
Status Filters allow Strata Managers to view all of the Buildings with a particular status.
Status Filters default to 'All', which shows all of the Buildings in the Portal, including those that are 'Not Managed'.
The 'Active' filter will show only the Buildings that are 'Active'.
To view Buildings that are not currently managed by the Organisation, select 'Not Managed'.
Information on the Buildings Page
Strata Managers will find all of the most important information for Buildings managed by the Strata Organisation on the Buildings page.
Plan Number
Check the 'Plan Number' column (the leftmost column on the page) to view the Plan Number for a Building. Click a Plan Number to go to the Building Settings page.
For more information, please see Functions and Features of the Building Settings Page.
Lots
Check the 'Lots' column to view the number of lots for a Plan.
Address
Check the 'Address' column to view the Address for a Building. Click an Address to go to the Building Profile.
For more information, please see Functions and Features of the Building Profile.
Strata Manager
Check the 'Strata Manager' column to view the Strata Manager assigned to the Building.
Invoice Approvers
Check the 'Invoice Approvers' column to view all of the internal and external approvers for a Building.
Opened Invoices
Check the 'Opened Invoices' column to view the number of pending Invoices for a Building. Click the number to go to a filtered list view of pending Invoices for the Building in the Document Management System.
Support Manager
Check the 'Support Manager' column to view the Support Manager assigned to the Building.
Maintenance
Check the 'Maintenance' column to view whether Maintenance Management is enabled for the Building. If the service is enabled, the check box will be selected.
If the service hasn't been activated, the check box will be cleared.
For more information, please see View the Maintenance Management Log and Activate the Maintenance Management Service.
Building Manager
Check the 'Building Manager' column to view whether a Building Manager has been appointed for the Building. If there's a Building Manager appointed, the check box will be selected.
If there's no Building Manager, the check box will be cleared.
Strata Managers can add a Building Manager to a Plan on the Building Settings page.
For more information, please see Add a Building Manager to a Plan.
Status
Check the 'Status' column to view the status of a Building.
Strata Managers should contact us with any further questions regarding this process.
Comments
0 comments
Please sign in to leave a comment.