Axis Portal
Help Section
3501 Jamboree Rd., Suite 100
Newport Beach, CA 92660
http://help.axisportal.com/
Table of Contents
Home
CONTROL PANEL
Work Order
Property Inspection Checklists
Adding Checklists
Editing / Removing Checklist Templates
Using Generated Checklists
Completing Checklists
Cancelling Checklists
Viewing Checklist History
Dashboard
Setting Up Dashboards
Adding a Dashboard Tab
Deleting a Dashboard Tab
Component Types
Adding a Component
Editing Components
Moving Components
Deleting Components
Using Dashboards
Scrolling Through Dashboard Tabs
Using Components
Messages
Viewing Messages
Creating a Work Order from a Message
Tenant Requests
Setting Up Tenant Requests
System Requirements
Internet Explorer 11 Settings
Microsoft Edge Settings
Google Chrome Settings
Mozilla Firefox Settings
Tenants and Tenant Users
Vendors
Adding a Vendor
Editing a Vendor
Deleting a Vendor
Deactivating a Vendor
Coverage Hours
Setting Up Shifts
Editing Shifts
Deleting Shifts
Work Order Routing
Work Order Routing Modes
Requests Made After Hours
The "Unspecified" Request Type
The Assignments Tab
Dispatch Notes
Adding Dispatch Notes
The Pools Tab
Creating Pools
Editing Pools
Deleting Pools
The Forwarding Tab
Adding a Forwarding Rule
Editing a Forwarding Rule
Deleting a Forwarding Rule
The Options Tab
TR Work Order Dispatch Options
PM Work Order Dispatch Options
Service Schedules
Adding a New Service
Editing a Service
Creating a Tenant Exception
Deleting a Service
Escalation
Escalation Alert Configuration
Setting Up Escalation
Canceling Escalation
Using Tenant Requests
Tenant Request Lists
List Controls
Adding a TR Work Order
Finding TR Work Orders
Updating TR Work Orders
The Workflow Tab
Updating Work Order Details
The Assign and Dispatch Section
The History Section
Event Types
Start Work Event
Complete Work Event
Adding Other Events
Pool Dispatch Details
The Services Section
Adding a Service
Editing a Service
Deleting a Service
No Billable Service
Schedule Tab
The Messages Tab
Marking Messages as Read or Unread
Replying to a Message
Using Reminders
Creating a New Reminder
Dismissing a Reminder
Editing a Reminder
Using Notes
Creating a New Note
Editing a Note
Updating Work Orders By Email
Forwarding a Work Order
Entering Time Taken
Additional Information
Estimates
Creating Estimates
Approving Estimates
Rejecting Estimates
Cancelling Estimates
Printing Estimates
Recurring Schedules
Creating a Recurring Schedule
Editing a Recurring Schedule
Messages
Viewing Messages
Billing Verification
Verifying Work Order Billing
Preventive Maintenance
Setting Up Preventive Maintenance
Equipment
The Equipment List
The Equipment Details Screen
Adding Equipment
Editing Equipment
Deactivating Equipment
Reactivating Equipment
Adding a Schedule
Editing a Schedule
Copying a Schedule
Previewing a Schedule
Deactivating a Schedule
Reactivating a Schedule
The Gauges Tab
The Attachments Tab
Tasks
The Task Library List
The Task Details Screen
About Task Lines
Adding Tasks
Editing Tasks
Copying Tasks
Deactivating Tasks
Reactivating Tasks
The Schedules List
About Employee Available Hours
PM Work Order Dispatch Options
Using Preventive Maintenance
PM Work Order Types
PM Work Order Lists
List Controls, Customization, and Filtering
Work Order Details Overview
Assign and Dispatch Work Orders
Creating On Demand Work Orders
Completing PM Work Orders
The Notify Supervisor Flag
Missing Values
Finding PM Work Orders
Cancelling PM Work Orders
Visitor Security
Setting Up Your Printer
Configuring the Dymo LabelWriter Printer
Configuring the BOCA Printer
Visitor Security Lists
Adding a New Visit
Editing a Visit
Cancelling a Visit
Checking In a Visitor
Checking Out a Visitor
Restricted Visitors
COI (Certificate of Insurance)
Tenant COI
Vendor COI
Setting Up COI Management
Vendor Types
Policy Requirements
Adding Policy Requirements
Additional Insured
Adding an Additional Insured List to a Property
COIs Spanning Multiple Properties
Using COI Management
Adding a COI
Add a Vendor COI
Add a Tenant COI
COI Details
COI Information Section
Policies and Compliance Tab
General Compliance
Policies
Adding a Policy
Editing a Policy
Deleting a Policy
Documents
Adding a Document
Editing a Document
Deleting a Document
Messages Tab
COI Expiry Notification
Edit COI Expiry Notifications
Messages
Sending a Message
Replying to Messages
Adding Attachments to COI
Marking Messages as Read/ Unread
Using Notes
Creating a New Note
Editing a Note
Using Reminders
Creating a New Reminder
Dismissing a Reminder
Editing a Reminder
History Tab
Renewing a COI
Deactivating a COI
COI and Assigning Work Orders
Property Inspections
Scheduled Inspections
Scheduled Inspection Details
Outstanding Inspections
Requires Correction Inspections
Templates
Surveys
Setting Up Surveys
Creating Surveys
Survey Questions
Choice- Based Questions
Text- Based Questions
Campaigns
Creating Campaigns
Launching a Campaign
Ending a Campaign
Previewing Surveys
Survey Responses
Survey Escalation
Search
Tenant Request Search
Preventive Maintenance Search
Visitor Search
Setup
Places
Create / Edit / Remove Buildings
Create / Edit / Remove Floors
Create / Edit / Remove Suites
Create / Edit / Remove Tenants
Create / Edit / Remove Tenant Users
Tenants
Creating a Tenant
Editing a Tenant
Removing a Tenant
Vendors
Adding a Vendor
Editing a Vendor
Deleting a Vendor
Deactivating a Vendor
User Groups
Non-Tenant User Groups (Staff)
Create Non-Tenant User Group
Create Non-Tenant User
Updating a User
Deleting a User
Non-Tenant User Subscriptions
Enabling Non-Tenant User Subscriptions
Adding Non-Tenant User Subscriptions
Deleting Non-Tenant User Subscriptions
Tenant User Groups
Create Tenant User Group
Creating a Tenant User
Updating a User
Deleting a User
User Search
User Registration
Property Manager- User Registration
Tenant Manager- User Registration
Coverage
Setting Up Shifts
Editing Shifts
Deleting Shifts
Dispatch Options
Preventive Maintenance Work Orders
PM Work Order Dispatch Options
Tenant Request Work Orders
TR Work Order Dispatch Options
Content Manager
Area Information
Area Description
Area Amenities / Listings
Groups
Adding a Group
Reordering Groups
Removing a Group
Listings
Area Amenities Map
Enable / Disable Area Amenities Map
Available Space
Leasing Message
Leasing Documents
Add/ Edit/ Remove Leasing Documents
Available Space
Add Available Space
Edit Available Space
Remove Available Space
Interactive Stacking Plan
How It Works
Creating a new Interactive Stacking Plan
Editing an Interactive Stacking Plan
Removing an Interactive Stacking Plan
Attaching availabilities to an Interactive Stacking Plan
Contact Section
Creating a Contact Section
Removing a Contact Section
Reorder Contact Sections
Add/ Remove/ Reorder Contacts
Setting Management and Leasing Contacts
Upload Contact Portraits
Property Directory
Add Contact to Property Directory
Property Directory Options
Directions
Handbooks
Creating a New Page
Editing a Page
Removing a Page
Uploading Images
Uploading Documents
Create Custom Handbooks
Create Custom Handbook Theme
Homepage
Slideshow Transition Settings
Testimonials
Photo Gallery Homepage Preview
Photo Gallery
Creating Albums
Deleting Albums
Adding Photos
Removing Photos
Setting Album Cover
Setting Album Order
Setting Photo Order
Enabling Photo Gallery
Slide Show Settings
Property Information
Create Property Info Section
Edit Property Information
Remove Property Info Section
Reorder Property Info
Register Me
Sustainability
Weather
My Workspace
Calendars
Adding / Removing a Calendar
Editing / Viewing a Calendar
Setting the Default Calendar
Adding a New Event
Editing / Deleting an Event
Emailing Calendar Events
Editing Permission Settings
Managing RSVPs
Tracking RSVPs
Editing / Deleting an RSVP Event
Messaging RSVP Respondents
Feedback Message
In the Spotlight
Local News and Links
Management News
Adding/Editing Management News Events
Removing Management News Events
Emailing Management News Events
Adding Management News Events to a Calendar
My Workspace Links
Add / Edit / Remove My Workspace Links
Edit My Workspace Link Permissions
Reorder My Workspace Links
Promotions
Add/ Edit Promotions
Remove Promotions
Email Promotions
Schedulers
Creating a Scheduler
Adding a Resource
Adding Sections/Options
Adding a Service Group
Adding a Service
Service Exceptions
Document Library
Document Uploading
Individual Document Upload Method
Batch Upload Method
Permissions
Edit Permissions
Individual Files
Multiple Files
All Files in a Root Folder
Upload Folder
Ticklers
Notifications
Move/Copy/Delete Folders and Files
Emailing Files and Folders
How to Create Zip Files
Document Library Upload Limits
Communication
Recurrences
"Save and Notify" Automated Email Settings
Scheduler Automated Email Settings
Distribution List
Creating a Distribution List
Viewing / Editing a Distribution List
Removing a Distribution List
Emergency Communication
Emergency Warning
Emergency Updates
Emergency Contacts
Tracking Information
General Emergency Information
Property Team
Notify+Response
Notification Types
Creating an Announcement Template
Creating an Emergency Notification Template
Editing a Notification Template
Resending a Notification/ Sending a Follow-Up
Sending an Announcement
Sending an Emergency Notification
Lottery
Message Blaster
Create New Message Blast
Edit/ Remove Pending or Recurring Message
View Message Blaster History
Follow Up/ Resend Message Blast
Press Room
Using the Press Room
Property Alerts
Add/ Edit/ Remove Property Alerts
Reports
User & Usage Reports
Generating Reports
Exporting Reports
Message History Report
Building Services Reports
Building Services- Report Types
TR Reports
Billing Reports
Management Reports
Operational Reports
PM Reports
Management Reports
Operational Reports
Survey Reports
Visitor Security Reports
COI Reports
Generating Reports
Exporting Reports
Printing Reports
Lease Intelligence
Stacking Report
How to Run the Stacking Report
FAQs
Expiration Report
How to Run the Expiration Report
FAQs
ANGUS ANYWHERE MOBILE
Mobile for iOS and Android
Mobile for iOS Quickstart Guide
Mobile for Android Quickstart Guide
Installation
Logging In
Working Offline
The Home Screen
The Overview Screen
Viewing and Dispatching Work Orders
Viewing and Sending Messages
Viewing Attachments
Using Search
My Work
Broadcasted Work Orders
Accepting a Broadcasted Work Order
Rejecting a Broadcasted Work Order
Tenant Request
Creating a Work Order
Updating TR Work Orders
Completing TR Work Orders
Rejecting TR Work Orders
Preventive Maintenance
Creating a PM Work Order
Updating PM Work Orders
Completing PM Work Orders
Mobile Lite
Logging In To Mobile Lite
The Home Screen
Viewing & Dispatching Work Orders
Creating a Work Order
Viewing Messages
Sending Messages
Using Search
My Work
Broadcasted Work Orders
Accepting a Broadcasted Work Order
Rejecting a Broadcasted Work Order
Tenant Requests
Updating TR Work Orders
Completing TR Work Orders
Rejecting TR Work Orders
Preventive Maintenance
Updating PM Work Orders
Completing PM Work Orders
Blackberry Angus Anywhere
Getting Started: Angus AnyWhere™ for BlackBerry®
BlackBerry® Operating System
Installation Instructions
Compatible BlackBerry® Devices
Moving Angus Anywhere Application
Using Blackberry Angus AnyWhere
Viewing Work Orders
Creating Auto-Text Entries
Multiple Email Accounts
APN Settings for Broadcasted Work Orders
TR Work Orders
Accepting TR Work Orders
Start Work On TR Work Orders
Record Travel on TR Work Orders
Record Delay on TR Work Order
Forwarding TR Work Orders
Rejecting TR Work Orders
Sending a Message
Completing TR Work Order
PM Work Orders
Updating Work Orders by Text
AXIS DOCUMENTS & INFORMATION
User Manuals
Training Videos
Tenant Handouts
Axis Portal Security Standards
COMMON QUESTIONS
Using the RadEditor
Toolbar Buttons Overview
View Modes
Formatting Text Appearance
Formatting Paragraphs & Lists
Working with Portions of Text
Inserting Elements
Miscellaneous & Other Keyboard Shortcuts
Uploading Documents
Uploading Images
Managing Hyperlinks
Inserting a Hyperlink
Editing/ Removing a Hyperlink
Inserting an E-mail Hyperlink
F.A.Q.- Frequently Asked Questions
CONTACT US
Help Section
Setting Up COI Management
This section is about Setting Up COI Management. Click on the next page to learn more.
Last Updated: July 31, 2015