Schedule Tab

Axis Portal

Help Section
3501 Jamboree Rd., Suite 100
Newport Beach, CA 92660
http://help.axisportal.com/

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- CONTROL PANEL
  - Work Order
    - Property Inspection Checklists
      - Adding Checklists
      - Editing / Removing Checklist Templates
      - Using Generated Checklists
      - Completing Checklists
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      - Viewing Checklist History
    - Dashboard
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        Component Types
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      - Using Dashboards
        
        Scrolling Through Dashboard Tabs
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    - Messages
      - Viewing Messages
      - Creating a Work Order from a Message
    - Tenant Requests
      - Setting Up Tenant Requests
        
        System Requirements
        
        Internet Explorer 11 Settings
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        Google Chrome Settings
        Mozilla Firefox Settings
        
        Tenants and Tenant Users
        Vendors
        
        Adding a Vendor
        Editing a Vendor
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        Deactivating a Vendor
        
        Coverage Hours
        
        Setting Up Shifts
        Editing Shifts
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        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
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        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
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        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
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        The Services Section
        
        Adding a Service
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        No Billable Service
        
        Schedule Tab
        The Messages Tab
        
        Marking Messages as Read or Unread
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        Using Notes
        
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        Updating Work Orders By Email
        
        Forwarding a Work Order
        Entering Time Taken
        Additional Information
        
        Estimates
        
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        Recurring Schedules
        
        Creating a Recurring Schedule
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        Messages
        
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        Billing Verification
        
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        Equipment
        
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        The Gauges Tab
        The Attachments Tab
        
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        The Schedules List
        About Employee Available Hours
        PM Work Order Dispatch Options
      - Using Preventive Maintenance
        
        PM Work Order Types
        PM Work Order Lists
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        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
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      - 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
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        Documents
        
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        Messages Tab
        
        COI Expiry Notification
        
        Edit COI Expiry Notifications
        
        Messages
        
        Sending a Message
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        Adding Attachments to COI
        Marking Messages as Read/ Unread
        
        Using Notes
        
        Creating a New Note
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        Using Reminders
        
        Creating a New Reminder
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        Editing a Reminder
        
        History Tab
        Renewing a COI
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        COI and Assigning Work Orders
    - Property Inspections
      - Scheduled Inspections
        
        Scheduled Inspection Details
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      - Templates
    - Surveys
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        Creating Surveys
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        Creating Campaigns
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    - Search
      - Tenant Request Search
      - Preventive Maintenance Search
      - Visitor Search
  - Setup
    - Places
      - Create / Edit / Remove Buildings
      - Create / Edit / Remove Floors
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      - Create / Edit / Remove Tenant Users
    - Tenants
      - Creating a Tenant
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    - Vendors
      - Adding a Vendor
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      - Deactivating a Vendor
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        Create Non-Tenant User Group
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        Create Tenant User Group
        Creating a Tenant User
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      - Property Manager- User Registration
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    - Coverage
      - Setting Up Shifts
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      - Preventive Maintenance Work Orders
        
        PM Work Order Dispatch Options
      - Tenant Request Work Orders
        
        TR Work Order Dispatch Options
  - Content Manager
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        Enable / Disable Area Amenities Map
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        Add/ Edit/ Remove Leasing Documents
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        Add Available Space
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        Interactive Stacking Plan
        How It Works
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        Attaching availabilities to an Interactive Stacking Plan
    - Contact Section
      - Creating a Contact Section
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      - Setting Management and Leasing Contacts
      - Upload Contact Portraits
      - Property Directory
        
        Add Contact to Property Directory
        Property Directory Options
    - Directions
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      - Creating a New Page
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      - Uploading Documents
      - Create Custom Handbooks
      - Create Custom Handbook Theme
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    - Property Information
      - Create Property Info Section
      - Edit Property Information
      - Remove Property Info Section
      - Reorder Property Info
    - Register Me
    - Sustainability
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  - 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
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    - Local News and Links
    - Management News
      - Adding/Editing Management News Events
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      - 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
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      - Edit Permissions
        
        Individual Files
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        All Files in a Root Folder
    - Upload Folder
    - Ticklers
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    - 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

Schedule Tab

The Schedule tab allows users to quickly create a schedule based on the currently open work order, or to access an existing schedule responsible for creating the work order currently open.

For more information, please refer to the section titled Recurring Schedules.

Last Updated: June 02, 2011