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Manager

Handle Issues

For whom and what you need

For every Manager and Owner of the organisation. An Issue is reported by a resident or a Manager and any Manager of the organisation handles it; the portal assigns Issues to nobody. You need nothing but to be signed in.

Steps

Find what needs doing

The Notice Board has two blocks of work: New issues (3) — Issues no Manager has touched yet — and Waiting for a manager — Issues in which the last word is a comment by the reporter, or which the reporter reopened. An Issue leaves the Notice Board of every Manager when one of you moves it to another status or answers it with a comment. Every Issue is under Issues in the navigation; the link All new issues opens the list narrowed to the new ones.

The list Reported issues shows 25 to a page and narrows with chips:

  • status — Open (new and in progress together; the one it opens on), New, In progress, Resolved, Rejected and All;
  • priority — Any priority or one of the three;
  • order — Newest, Oldest and By priority (high first, oldest first within a priority);
  • building or Entrance — in the field Focus above the content.

Every chip is in the page's address, so a narrowed list can be sent to a colleague.

A row gives the title with the badge Public when the Issue is public, the Entrance and Unit (or Common area), the priority, the status, Reported by, Handled by — the Manager who last changed the status —, the day it was reported and the number of comments.

The Issue list on a computer: the status, priority and order chips and a table with the title, Entrance and Unit, priority, status, reporter, who handles it, date and number of comments.

Open the Issue

Click the title. At the top are the status, priority, Entrance and Unit, the day reported, Reported by and the description; below them Photos (click one to enlarge it) and the cards Status, Entrance notice board, Correct the issue and Timeline.

An Issue as a Manager sees it: the title, status In progress, high priority and the Public badge, Entrance and Unit, date reported, reporter, description, a photo with the Remove button and the top of the Status card.

Change the status

The card Status holds the buttons the Issue's status allows now:

  • at New: Start work, Mark as resolved and Reject;
  • at In progress: Mark as resolved and Reject;
  • at Resolved and Rejected: Back to in progress.

An Issue never returns to New: that status means no Manager has touched it yet. Every change goes into the Timeline with your name, and the reporter gets an email. You can take an Issue back to in progress at any time, months later too.

If you will not deal with it, reject it with a reason

Click Reject. In the window Reject the issue write the Reason for the rejection (at most 1000 characters) and confirm. The reporter sees the reason at the top of the Issue and in the Timeline; the email they get does not repeat it.

Nothing deletes an Issue. Reject a duplicate, a test or a mistake with a reason, for example "The Issue of 3 September deals with the same thing."

Write comments

Below the Timeline is the field Comment; write what the reporter needs to know or what you are asking, and click Add the comment. Plain text, at most 2000 characters, in any status. A comment changes no status, and the reporter gets an email about it. If the Issue was waiting for a Manager, it leaves the Notice Board.

Watch out

A comment cannot be edited or deleted, and the reporter and every Manager read it. The portal has no notes for Managers only; leave out of a comment whatever the resident should not read.

Correct the title, priority, Entrance or Unit

In the card Correct the issue change the Title (3 to 120 characters), Priority, Entrance or Unit and click Save the correction. Moving the Issue to another Entrance clears the Unit unless you choose a Unit of the new Entrance. The description stays as the reporter wrote it, and the original title is kept nowhere. Nobody gets an email about a correction.

Remove an unsuitable photo

Below every photo is the button Remove; a Manager has it in every status. The photo is gone for good and the reporter gets no email about it. A Manager cannot add a photo — ask the reporter for a new one in a comment.

What others see

What the reporter sees

The reporter sees the status, priority, Entrance and Unit as corrected, the whole Timeline with the names of the Managers who changed the status or wrote, every comment and the rejection reason at the top. They do not see who corrected the Issue or removed a photo, and do not know that you opened it. They can reopen a resolved Issue once, with a note (Follow your Issue to the end).

Other residents do not see the Issue, not even those of the same Unit, until you make it public (Make an Issue Public). The other Managers see everything you see, and your name at the Issue in the list's column Handled by. An Owner finds every status change with its note and every removed photo in the organisation's audit log; comments and corrections are not recorded there.

Mails

No email carries the Issue's title or anything anybody wrote: only what happened, the Entrance, the priority and the button Open the issue. You get no email about what you did yourself. Issue emails cannot be turned off.

You and every other member of the organisation get:

You will receive this email: New Issue in Lipová 12

When somebody reports a problem (not the reporter).

You will receive this email: New comment on an Issue in Lipová 12

When the reporter writes a comment.

You will receive this email: An Issue in Lipová 12 was reopened by its reporter

When the reporter reopens a resolved Issue. Their note is in the Timeline only.

The reporter gets:

You will receive this email: Your Issue in Lipová 12 is now In progress

On every status change they did not make themselves — likewise with a subject for a resolved and a rejected Issue. It does not carry the rejection reason.

You will receive this email: New comment on your Issue in Lipová 12

When anybody else writes a comment.

A reporter who no longer has access to a Unit in the Issue's Entrance gets no emails. Corrections, making an Issue public and removing a photo send no email.

When something goes wrong

This issue changed while you were looking. Here is how it stands now.

While you had the Issue open, a colleague or the reporter changed it — changed its status, corrected it or made it public. Nothing you sent was saved; look at how the Issue stands now and, if needed, make the change again.

This status change is not possible now.

The Issue's status has changed meanwhile so that it no longer allows this step. Reload the page.

Please give the reason for the rejection.

The portal takes no rejection without a reason. Open the window again and write the reason.

The reporter is marked no longer a Resident

The reporter no longer has access to a Unit in the Issue's Entrance (they moved out or deleted their account), or, as a Manager, is no longer a member of the organisation. You carry on handling the Issue, but comments and status changes no longer reach the reporter. If needed, contact them another way.

After opening an Issue from an email I am in another organisation

The Issue belongs to another organisation than the one you were working in, and the portal switched you to it. Switch back in the top bar.

Photos removed after 24 months

The portal deletes the photos of an Issue resolved or rejected for more than 24 months by itself. The Issue, its Timeline and comments stay.

Several people reported the same thing

Handle one Issue and reject the others with a reason naming the Issue that deals with the problem. If the whole Entrance should know about the work, make the one you handle public.

Where it ends

The Journey ends when the Issue is Resolved or Rejected. The reporter may reopen a resolved Issue once — then you get an email and the Issue is In progress again. Whether to tell the whole Entrance about an Issue is in Make an Issue Public.