Axis Portal  
 


Help Section
3501 Jamboree Rd., Suite 100
Newport Beach, CA 92660
http://help.axisportal.com/
 
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  • Home
    • CONTROL PANEL
      • Work Order
        • Property Inspection Checklists
        • Dashboard
        • Messages
        • Tenant Requests
          • Setting Up Tenant Requests
            • System Requirements
            • Tenants and Tenant Users
            • Vendors
            • Coverage Hours
            • Work Order Routing
              • Work Order Routing Modes
              • Requests Made After Hours
              • The "Unspecified" Request Type
              • The Assignments Tab
              • The Pools Tab
                • Creating Pools
                • Editing Pools
                • Deleting Pools
              • The Forwarding Tab
              • The Options Tab
            • Service Schedules
            • Escalation
          • Using Tenant Requests
        • Preventive Maintenance
        • Visitor Security
        • COI (Certificate of Insurance)
        • Property Inspections
        • Surveys
        • Search
      • Setup
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    • ANGUS ANYWHERE MOBILE
    • AXIS DOCUMENTS & INFORMATION
    • COMMON QUESTIONS
    • CONTACT US
       
          Help Section          

The Pools Tab
 

Control Panel > Setup > Work Order Routing > Pools Tab

The Pools Tab:

Pools are predefined groups of staff members. After setting up one or more pools, you will be able to assign Tenant Request work orders and Preventive Maintenance service schedules to pools, either by using the routing table, service schedule settings, or by manually dispatching a specific work order to a pool.

When a work order is assigned to a pool, the work order details are sent out to every staff member in that pool. Each staff member has the option to Accept or Reject the work order, the same as any other. The first staff member to accept the work order will be assigned to it; all other employees will have the work order retracted from their device.

Refer to the Creating Pools, Editing Pools, and Deleting Pools for additional details on configuring pools.


Note:
  • For PM work orders, all staff members involved in pools and work order forwarding rules require Angus AnyWhere Mobile for iOS, Android and BlackBerry 10.

Last Updated: May 18, 2016