Functions and Features of the Buildings Page

Organisation Admins 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 Organisation Admins 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
• Account Filters
• Status Filters
• Upload Rules
• Export Rules
• Information on the Buildings Page

 

Search Bar

Organisation Admins 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

Organisation Admins can select Account Filters and filter by 'Managed Accounts' or 'All Accounts'. Managed Accounts are buildings that have the Organisation Admin User as the nominated Strata Manager in Strata Master. 

 

Status Filters 

Status Filters allow Organisation Admins 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'.

 

Upload Rules

Organisation Admins can click the 'Upload Rules' button to upload Building Rules for invoice and document management in bulk. 

Building Rules can also be updated for individual plans on the Building Profile page.

For more information, please see Building Rules for Invoice and Document Management.

 

Invoice Rules

Select the 'Invoice Rules' tab to upload Invoice Rules. Click the 'Download invoice rules template' link and fill out the template spreadsheet.

The spreadsheet must be completed and saved in the Organisation Admin's File Explorer.

When the file is ready to be uploaded, click 'Choose file' and select the saved template. Then select the 'Upload Invoice Rules' button.

 

Recurring Rules

Select the 'Recurring Rules' tab to upload Recurring Rules. Then click the 'Download recurring rules template' link and fill out the template spreadsheet.

The spreadsheet must be completed and saved in the Organisation Admin's File Explorer.

When the file is ready to be uploaded, click 'Choose file' and select the saved template. Then select the 'Upload Recurring Rules' button.

 

Document Rules

Select the 'Document Rules' tab to upload Document Rules. Then click the 'Download document rules template' link and fill out the template spreadsheet.

The spreadsheet must be completed and saved in the Organisation Admin's File Explorer.

When the file is ready to be uploaded, click 'Choose file' and select the saved template. Then select the 'Upload Document Rules' button.

 

Export Rules

Organisation Admins can select 'Export Rules' to export the Building Rules that have been created.

To export all Invoice Rules for the organisation, select 'Invoice rules'.

To export all Recurring Rules for the organisation, select 'Recurring rules'.

To export all Document Rules for the organisation, select 'Document rules'.

When the pop-up appears, click 'Confirm'.

 

 

Information on the Buildings Page

Organisation Admins 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.

For more information, please see Add a Building Manager to a Plan.


Status

Check the 'Status' column to view the status of a Building.

 

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