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Manager

Find your way around

For whom and what you need

For every Manager and Owner of an organisation who is in the portal for the first time — after accepting an invitation or creating the organisation —, and for anybody looking for where something went. You need nothing but to be signed in.

Steps

The Notice Board: what needs doing

Signing in opens the Notice Board (Notice board). It is the organisation's shared to-do list: what is on it waits for any Manager, and when one of you does it, it leaves everybody's Notice Board. Every Manager sees the same Notice Board; the portal does not track who has looked at what. From top to bottom, each block only when there is something in it:

  • Waiting for approval (2) — how many people are waiting for approval, and at most 5 of those waiting longest. The button Approve opens the Residents list at the request (Approve Residents). A request leaves when somebody approves or rejects it.
  • New issues (3) — Issues in the status New, at most 5 of the newest, and the link All new issues. An Issue leaves when somebody moves it to another status.
  • Waiting for a manager — Issues already being handled or closed in which the last word is a comment by their reporter, or which the reporter reopened. An Issue leaves when a Manager answers with a comment or changes the status (Handle Issues).
  • Inspections due (2) — the inspection duties that are overdue or fall due within 60 days, at most 5 of them, soonest first; archived ones are not there. A duty leaves when somebody records the inspection that was performed (Record a performed inspection).
  • Polls closing this week — open polls closing within 7 days, with their running results and how many Units have answered.

When none of it is waiting, it says Nothing is waiting. Beside it (on a phone below it) is What residents see: the pinned notices and at most 5 of the next events that residents of the building or Entrance in focus have on their Notice Board. Clicking a notice or an event opens it for editing.

The buttons in the header — New notice, New event, New poll, Upload document and Report an issue — are the shortest way to publish and to report a problem a resident phoned in.

The Notice Board of a Manager on a computer: the tabs, the Focus field above the content, the header with its buttons, a request waiting for approval and new Issues, and on the right what residents see.

A new organisation without buildings has the button Add your first building on its Notice Board instead.

The tabs

The row below the top bar (on a phone the bar along the bottom) has five tabs:

The Residents list of requests for access opens from the tab Residents or from the Notice Board (Approve Residents).

Focus on a building or an Entrance

Above the content of the screen is the field Focus. It shows what the screen is focused on: All entrances, a whole building or one Entrance. Click it and start typing an address or a building's name: the list narrows with every letter, and accents need not be typed. Under each building's name is Whole building, then its Entrances. The up and down arrows move through the list, Enter picks and Esc closes it.

The Focus narrows the screen you are on: the Notice Board shows only that building's or Entrance's requests, Issues, polls, notices and events, the lists show only what concerns it — for publications also those addressed to the whole building or the whole organisation —, and a new notice or event is addressed to it to begin with. Units can be added only while the Focus is one Entrance.

The Focus is part of the page's address. A link you send a colleague shows them what you see, and a bookmark keeps the Focus. Every tab — Home, Issues, Publications, Building and Property — and the tabs inside them keep the Focus; a new sign-in starts again with all Entrances.

The account menu and several organisations

Click your name (or its initials) at the top right to open the account menu: Home, Profile, Manual and, below a line, the button Sign out. Besides your details, your profile holds the section Notifications, the link to My data and the section Your flats and organisations: it links to the page Organisation of the organisation you are working in, with the members and the settings, and to I have an invitation code.

The organisation you work in is also right after the logo in the top bar: Manager · its name. Somebody who works in several organisations or also lives in one of the buildings clicks it and switches to another organisation or to their Entrance's Notice Board. After signing in they are where they last switched to. Everything you see — the Notice Board, Issues, publications, property — belongs to the organisation you are in; the details are in Switch between your organisations and your home.

The question mark leads to the Manual

Beside the language switcher every screen has a "?". It opens the Journey of the Manual that describes that very screen.

What others see

Nobody sees what you look at or what you are focused on. Every Manager and Owner of the organisation sees the same buildings, Issues and publications and the same Notice Board; the portal divides neither Entrances nor work between Managers. Residents never see your Notice Board; their Notice Board shows their Entrance.

Mails

As a Manager you get emails about a new Issue, a comment by an Issue's reporter, a reopened Issue and every resident waiting for approval. These emails cannot be turned off; the notification settings on the profile apply only to the emails you get as a resident (Choose your notifications). Each email's button leads straight to the screen it is about.

When something goes wrong

A link answers Error 403

The address names a building or an Entrance of an organisation you do not work in — a colleague from another organisation sent the link, for example. A building or an Entrance of an organisation you do work in the portal opens by itself, switching you to that organisation. Pick All entrances in the field Focus.

An Issue from an email belongs to another organisation

The Issue opens and the portal switches you to its organisation; the button Back to the issues leads to that organisation's Issues. You go back to the organisation you were in from the top bar.

You are in no organisation

An Owner removed you from the organisation, or closed it. If that is a mistake, contact them. The button Create an organisation brings you back to the same page: the portal cannot found a new organisation for an account that already exists (Sign up and create your organisation).

A number on the Notice Board does not match the list

Check the Focus: the Notice Board and the list both count only the building or Entrance in the page's address.

An Issue left the Notice Board although I did not handle it

The Notice Board is shared: a colleague answered the Issue with a comment or changed its status in the meantime. You find the Issue under the tab Issues, where its history says who did what.

Where it ends

This Journey neither starts nor ends anything; it is where every working day comes back to. If the organisation has no buildings yet, go on with Set up your buildings.