Policies and Compliance Tab

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

Policies and Compliance Tab

About Policies & Compliance:

The Policy & Compliance tab displays all information relevant to the compliancy of the COI:

• General Compliance

o Valid signature

o Correct Additional Insured

• Policies

o Effective Date & Expiry Date

o Minimum and Listed Insured amounts

• Documents

Last Updated: April 20, 2011