Building 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 centre 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 Building 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
Building 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
Status Filters
Status Filters allow Building 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
Building Managers will find all of the most important information for Buildings managed by them 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.
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.
Status
Check the 'Status' column to view the status of a Building.
Building Managers should contact us with any further questions regarding this process.
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