AngusAnywhere User Manual - Online Service Request
Contents
1. MONET Services Interface User Guide 8 The Username and Password section allows you to change your login information To change your user name click the Username field and enter the new Username 9 To change your password click the Password field and enter your new password Then click the Confirm Password field and enter your new password again Username News Password Contirm Password 10 If you are a Tenant Authorizer you can be notified by e mail when there are new requests or reservations for you to authorize To enable this option click the Notify me via e mail of new requests reservations that require my authorization checkbox to select it n Save A 11 When all necessary changes are complete click Save Angus Systems Page 25 of 252. Suite click the Floor amp Suite field and select it from the drop down menu Property Hillview Towers Building Hillview Towers Floor amp Suite HS Ladies Washroom Lobby Main Hallway Men s Washroom Date Required Details Ladies Washroom Main Hallway Men s Washroom Ladies Washroom Main Hallway Men s Washroom Ladies Washroom Main Hallway Men s Washroom Li o Pz 4 Click the Request Type field and select a Request Type from the drop down menu Property Hillview Towers Building Hillview Towers Floor 4 Suite 2 Request Type Date Required Please Choose Electrical Elevator Fax Machines Furniture Add Change Delete Housekeeping HAC After Hours HAC General HVAC Too Cold HAC Too Hot Details Key Lock Light Bulbs amp Ballasts Maintenance Miscellaneous Charge 5 By default the As Soon As Possible checkbox is selected To enter a Date Required click the el or the Date Required field and select a date from the calendar To enter a required time click the time fields and select the time 6 Click the Details field and enter the details of the request Angus Systems Page 6 of 25 MONET Services Interface User Guide 7 Click Submit Your request is submitted and the Request Confirmation screen is displayed NOTE if your property uses the Au
3. Resource Remove 7 pr gt gt tinue Exit Wize Once selected notice the information that is displayed to the right of your selection These details will help you to select a resource Resource s Type Loading Dock Resource Loading Dock East Details Additional Resources optional Loading Dock East Side Description Holds 5000 lbs Instructions None Available Type Resource Freight Elevators Freight Elevaor y Details Remove II Reservation Restrictions Resource can be reserved For a maximum of 1 Hour Continue Exit Wizard 9 Your property may associate resources that are commonly used together This makes it easier for you to reserve all the resources you need at once In this example the property has associated a Freight Elevator with a Loading Dock To view the details for the additional resource click Details If you do not wish to reserve this resource click Remove If you would like to search for an additional resource click Add Angus Systems Page 14 of 25 MONET Services Interface User Guide Resource St y Details Holds 5000 Ik Additional Resources optional ECN Type Resource ABE Freight Elevators Reservation Resource Cu 1 Hour 4 Resource rail Continue Exit Wizard 10 When all selections are made click Continue The system checks the availability of the
4. Tenant Services Interface User Guide December 2007 ET Services Interface User Guide Table Of Contents cau PP A 3 ABOUT DI A eee 3 About the Tenant Services Interface ss 3 LOGGING Maa 3 Tenant Service REQUESTS cccccccccconncccnncccncncnonncnnnnnnnnononnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnrnnnnnnnnnnnnnnnnnrnnrnnnanennns 5 About Tenant Service Requests iii 5 Making a Request era anne A AS dnd dando 5 Finding a Request ananas snedoulediadatidanccavinwsicutdssnedeulvavbapanieavaieniewnedadsavedeeusaaden 7 PAANO ROUES enan a A A a E E R 7 Organizing My Service Requests airaa e Re E AATA 8 PUIG FI Ze WON SSSR e tia bd 9 ABOUT Tenan AUtMNONZAUO aiia a a EOR 9 A 9 AUTONOMA ada 10 Resource RES NALIONS SSSR a 12 About Resource RESCIVaAlONS o A nes 12 Making a NOW Reservation sisisi ent ho ere tete 12 EMama ReservallO Saint ent 17 Organizing ne Reservation Stata 17 VMIEWINg Reserva OA Sitio 18 VISIO MS COUTO A A IE 18 ADOUE VISITORS ECU TEO 18 Enierind a NOW VISIO yc AAA A AA a 18 A RER E 23 IY ies FO IO veedor 24 CAG ING QUITO MIO espesos se a aldo es 24 Angus Systems Page 2 of 25 MONET Services Interface User Guide Getting Started About this Document This document provides a template for Property Managers to prepare training material for tenants Property Managers are welcome to customize this document as needed Unnecessary material may be deleted and screenshots of your company s Tenant Services Inte
5. curity Service Unspecified To change the status click the Status drop down and select the desired status Submitted Request Type Last 7 days Elevator Any Request No Date Received Status Request Type Open 4560 Jun 20 10 24 AM New Elevator In Progress not working Delayed Declined 4337 Jun 14 09 01 AM New Elevator Cancelled not working Completed 4341 Jun 14 10 57 AM New HA Too Hot mw Office Then click the Search button Requests matching the selected criteria are displayed on the My Service Requests screen Organizing My Service Requests By default the system organizes the Requests by Request Number in descending order highest to lowest To change the order of Requests by Request Number click Request No The requests are displayed in ascending order lowest to highest by Request Number Angus Systems Page 8 of 25 MONET Services Interface User Guide To organize the Requests by Date Received click Date Received The Requests are displayed in descending order To display the Requests in ascending order click Date Received again To organize the Requests by Status click Status New Requests are displayed at the top of the list followed by Open and Completed Requests To display Completed Requests at the top of the list click Status again To organize the Requests by Request Type click Request Type The Requests are displayed by Request Type in ascending alphabetical ord
6. e list is organized by Reservation Number in descending order highest to lowest To organize the list in ascending order lowest to highest by Reservation Number click Reservation No To sort the list by Resource Type in ascending alphabetical order click Resource Type To sort the list by Reservation Date ascending order click Reservation Date To sort the list by Status type in ascending alphabetical order click Status Reservation Time This Month Search F Reservation Mo Resourcels Reservation Date Status Loading Dock East Side 10 30 4M Reserved Loading Dock East Side 09 30 AM Reserved Conference Room 2 09 30 AM Reserved Conference Room 2 11 30 4M Reserved Angus Systems Page 17 of 25 MONET Services Interface User Guide Viewing Reservations To view the details of a reservation click the Reservation Number The Reservation Details screen is displayed This screen contains all the details of your reservation as well as any History associated with your reservation Reservation Mo 4565 Status Reserved Date Event 6 20 05 12 04 PM Submitted Property Hillview Towers Building Hillview Towers Resources Loading Dock East Side Date Required dun 21 2005 Time Required 10 30 AM Duration 1 hrs O min Special Motes Mone Return to List To return to your Reservation List click Return to List Visitor Security About Visitor Security Visitor Security enables you t
7. er To organize the Requests by Request type in descending alphabetical order click Request Type again Submitted Request Type Status Last 7 days Elevator Any Request Wo Date Received Status Request Type Details Jun 20 10 24 4M New Elevator Elevator not working Jun 14 09 01 AM New Elevator Elevator not working Authorization About Tenant Authorization The Tenant Authorization feature enables tenants to allow their contacts to submit requests via the Tenant Services Interface and designate one or more contacts named Authorizers to authorize and decline these requests via the Tenant Services Interface Setup The Setup screen allows you to e Setup automatic authorization for certain Request Types and e Determine if billable reservations require authorization As shown in the screenshot below these settings apply to all authorizers in your company Angus Systems Page 9 of 25 MONET Services Interface User Guide 1 To select which Request Types can be automatically authorized locate the desired Request Type and click the checkbox to select it 2 To indicate that billable reservations require authorization click the Billable reservations require authorization checkbox to select it 3 Click Submit service Requests Automatically authorize service requests of the typel below All other service requests must be authorized manually D Electrical T HAC Too Cold miscellaneous Char
8. ge D Elevator 7 HVAC Too Hot T Move Materials DT Fax Machines C Inspections D ot known FT Furniture dd ChangeDelete Janitorial Mn Plumbing C Housekeeping O Key amp Lock C security Access Card HVAC After Hours C Light Bulbs amp Ballasts Mn Security Service PT HAC General C Maintenance E Unspecified Reservations 4 Billable reservations require authorization Authorizing Items 1 Select Items to Authorize from the main menu Service Requests requiring your authorization are displayed in the top section Reservations requiring your authorization are displayed in the bottom section 2 By default the system displays items in descending order by Request Number or Reservation Number from the highest number to the lowest To arrange items in ascending order click the Request No or Reservation Number column heading Angus Systems Page 10 of 25 MONET Services Interface User Guide To arrange items by date with the most recent requests at the top of the list click the Date Received or Date Required column heading To arrange items by colleague in ascending alphabetical order click Colleague 3 To Authorize an item locate the desired item and click the Authorize or Decline radio button as desired 4 When all selections are made click Save My Decisions When the requester logs in to the Tenant Services Interface Requests that are authorized will be marked Authorized and those that are decl
9. ime Required section determines the day and time that the resource is required and how long it is needed To select the date required click the and select the desired date from the calendar Or click the Date Required field and enter the date 5 To select the time required click the Time Required fields and select the hour and minutes from the drop down lists Then click the AM PM field and select if the desired time is AM or PM MONET Services Interface User Guide 6 Enter the duration that the resource is required in the Duration field Date Time Required Date Required 6 17 2005 Time Required fos 30 pm Duration i hours oo minutes a D b 7 Select the type of resource that is required in the Resources section To select the type of resource click the Type field and select the type of Resource from the drop down list Resources Building Wehicles Trucks Cars Catering Equipment a Al 8 The system searches for available resources of the selected type By default the system displays Any Available in the Resource field To select from the available resources click the Resource field and select the desired resource Angus Systems Page 13 of 25 MONET Services Interface User Guide Resource s Type Loading Dock Any Available Any avaliable T Loading Dock East Side Additional Resoure gading Dock South Side Type
10. ined will be marked Declined If None is selected no change will be made Save My Decision s Service Requests To Authorize 3 requests Request No Date Received Colleaque Request Type Details 4337 Jun 14 09 01 AM Maria Alphonso Elevator Elevator not working Cadre Decline O None 4341 Jun 14 10 57 AM Maria Alphonso HVAC Too Hot Too hot in my office O Authorize O Decline A A a None pe Angus Systems Page 11 of 25 Resource Reservations About Resource Reservations Resource Reservations simplifies streamlines and optimizes the reservation process for all of your building s amenities Using your property s Tenant Services Interface you can book and track the resources your building has to offer Making a New Reservation 1 Select New Reservation from the main menu The Reservation Wizard is displayed 2 The Who amp Where section determines who requires the reservation and where the resource is required To select the building click the Building field and select the desired building from the drop down list 3 By default the system displays your name in the Required By field If the resource is required by someone else click the Required By field and select your colleague s name from the drop down list Who amp Where Property Hillview Towers Building Any 7 Required By Maria Alphonso r i a p E 4 The Date and T
11. needs it will appear in green CALENDAR June 21 10 30am 11 30am 11 00am 12 00pm 11 30am 12 30pm 12 00pm 01 00pm 12 30pm 01 30pm 01 00pm 02 00pm Please select an alternate time on the left to view information about the resource s available at that time Continue Go Back Exit Wizard 13 Enter any special notes that may be required in the Special Notes section 14 Click Reserve The Reservation Confirmation screen is displayed NOTE if your property uses the Authorization feature your request may require authorization before it can be processed The system will display a message informing you that authorization is required Angus Systems Page 16 of 25 MONET Services Interface User Guide Finding Reservations Select My Reservations from the main menu By default the system displays all your reservations for this month To display another time frame click the Reservation Time field and select the desired time frame from the drop down menu Reservation Time This Month Reservation Date Status Next Week hst Si Jun 21 10 30 AM Reserved Mert hanth Jun 21 09 30 AM Reserved Conference Room 2 Jun 20 09 30 AM Requires Tenant Authorization Conference Room 2 Jun 0 11 30 AM Requires Approval Click Search The results are displayed Organizing the Reservation List The Reservation List can be easily sorted by clicking the list headings By default th
12. nter your password Angus Systems Page 3 of 25 4 Click Submit sign in to the tenant services system loer Hem il E Remember Me Sign In Forgot your password Click Here MONET Services Interface User Guide Tenant Service Requests About Tenant Service Requests Your Property Management Company has provided you with a Tenant Services Interface for entering and tracking your service requests on line This feature improves your communication with your Property Management Company and promotes faster service Making a Request 1 Click New Request in the main menu The Service Request Entry screen is displayed The system automatically selects your property in the Property drop down 2 Some Tenants may be configured to enter Requests for more than one building In this case there will be a Building field on the Service Request Entry screen To select a building for the location of the Request click the Building field and select the desired building from the drop down list Property Hillview Towers T Building Hillview Towers Hillview Towers Tower Orne Request Type Tower Two Floor amp Suite Date Required as Soon As Possible CN Time Al Al SA Details a Angus Systems Page 5 of 25 MONET Services Interface User Guide 3 The system automatically selects your Floor or Suite in the Floor amp Suite drop down To enter a request for another Floor or
13. o display visits on ascending alphabetical order by visitor click Visitor s a second time Expected Time Today ag Search a Expected Time Checked In Checked Cmt Jul 22 11 45 AM Gill Garcia World Coffee Jul 22 03 00 PM Dana Taylor Splash Designs Angus Systems Page 23 of 25 MONET Services Interface User Guide My Profile Changing Your Profile The My Profile screen allows you to manage the information associated with your login account 1 The General Information section contains contact and location information To change the name click the Name field and enter the new name 2 To change the department click the Department field and select the desired department from the drop down list 3 To change the building click the Building field and select the desired building from the drop down list 4 To change the Floor amp Suite click the Floor amp Suite field and select the desired Floor and Suite from the drop down list 5 To change the phone number click the Phone field and enter the new Phone number 6 To change the fax number click the Fax field and enter the new Fax number 7 To change the e mail address click the E mail field and enter the new e mail address SEE General Information Bob Chang Department Building Hillview Towers Floor amp Suite 1 555 555 5555 bchang abccompany com es XA AN Angus Systems Page 24 of 25
14. o pre register your visitors using your property s Tenant Services Interface This feature ensures that your visitors are quickly processed on their arrival and promotes greater building security for everyone Entering a New Visitor 1 Enter the visitors name and company information Click the Name field and enter the name of the visitor Then click the Company field and enter the visitor s company name Frequent Visitors can be entered in your Address Book for easily entering future visits To enter a Visitor in your address book click Add Visitor To My Address Book In the future visitors can be selected from your address book rather than entering their name and company Click Click here to choose visitor from address book locate the Angus Systems Page 18 of 25 MONET Services Interface User Guide desired visitor and click The visitor is entered in the Visitors section Click here to choose visitor from tee et Da cut oi D address book Mame Company Ray Lee Company Blaze Printing Add Visitor To My Address Book a 2 When entering a group of visitors enter the number of visitors in the Visitor is part of a group of additional people field 3 To add names of additional visitors click the Name field and enter the visitor s name Click the Company field and enter their company name Then click Add 2 visitor from Visitor is part of group of 2 additional people t Mame Compan
15. resources you have selected 11 If there is a conflicting reservation already in the system a warning message such as the one below will be displayed Consult the error message and make new selections for your reservation In this example the desired Loading Dock can not be reserved for more than 1 hour and Freight Elevators are not available for reservation until a later time When you have changed your selections click Continue Loading Dock East Side can t be reserved for more than 1 hour s All Freight Elevators resource s conflict with the minimum start time Try choosing a later time Date Time Required Date Required 6 20 2005 se Time Required foz 30 EN Duration 2 hours oo minutes Who amp Where Property Hillview Towers Building Hillview Towers Required By Maria Alphonsa Resource s F aading Dock ae 12 When the resource you have selected is reserved at the selected time the system will display a list of alternative days and times when the resource Is available as shown in Angus Systems Page 15 of 25 MONET Services Interface User Guide the example below Click another desirable time and then click Continue Loading Dock East Side is already reserved during the required time The calendar below presents alternate times during which all the required resources are available Please click on the alternate time that meets your
16. rface may be used in place of those included Property Managers are also welcome to submit this document as is for use as a Tenant Training Guide This document is a comprehensive guide to the Tenant Services Interface and includes features that may not be enabled for your properties Features such as Resource Reservations and Visitor Security are add on modules that can be purchased by your company at which point the Tenant Services Interface will display the available options associated with these modules About the Tenant Services Interface Your property management company has provided a self service web interface known as the Tenant Services Interface This interface enables you to enter and track service requests In addition your Tenant Services Interface may include Resource Reservations and Visitor Security Your property management company will provide a web address user name and password for using your Tenant Services Interface Please note that the screenshots included here are for instructional purposes only and will differ depending on how your property has set up their Tenant Services Interface Logging In 1 Establish an Internet connection Open a web browser and enter the web address to your Tenant Services Interface as provided by your property management company Click the Tenant Services link The Login screen is displayed Click the User Name field and enter your user name Click the Password field and e
17. thorization feature your request may require authorization before it can be processed The system will display a message informing you that authorization is required Property Hillview Towers Building Hillview Towers Floor amp Suite 1 Request Type Light Bulbs amp Ballasts Date Required As Soon As Possible C Po Time HW oH x Details Light out in print room Finding a Request Requests can be easily located on the My Requests screen Finding Requests By default the system displays Requests submitted in the last 30 days of any Request Type and any status To change the time frame click the Submitted drop down and select the desired time frame Request Type Status Status Request Type Details Elewator Elewator not working Last 120 days ae UE HAC Too Hot Too hot in my office Elevator Elevator not working Angus Systems Page 7 of 25 MONET Services Interface User Guide To change the Request Type click the Request Type drop down and select the desired Request Type Status Request Mo E Details 4560 Request Type Submitted Elevator nok working Furniture Add Change Delete Jun 14 Housekeeping Too hot in my office Elevator nok working HAC General HVAC Too Cold Light Bulbs amp Ballasts Maintenance Miscellaneous Charge Move Materials Mot known Plumbing security Access Card Se
18. ve 9 Tobe notified when your visitor arrives click the wanted to be notified once my visitor s are checked in checkbox to select it Then click the Notify me via field and select the desired notification method from the drop down list Click the at field and enter the contact information Angus Systems Page 21 of 25 MONET Services Interface User Guide iis ot Upon Arrival N F My visitor s should be escorted Escort required by Host ty want to be notified once my vistors are checked in Motifs me Vie Email hal al fchang blazepsinting cam Save 10 To enter any additional Notes about the visit click the Notes field and enter the notes may arrive with a co worker zeprinting com 11 When all information is entered click Submit Angus Systems Page 22 of 25 MONET Services Interface User Guide Finding Visits By default the system displays your visits for today To display visits for another time period click the Expected Time field and select the desired time frame from the drop down list a Expected Time Checked In Checked Out Next Week This Month Next Month This Year Next Year Visits are displayed in ascending lowest to highest order by time To display visits in descending highest to lowest order by time click Expected Time To display visits in descending alphabetical order by visitor click Visitor s T
19. y Cora Johnson Blaze Printing ress Book pensi n of visit sil dirt es _ _ 4 By default the system enters your name as the Host To enter a visit for another host click the Name field and select a name from the drop down list Or if the host s name is not in the drop down list click the Other field and enter the host s name Also click the Phone field and enter the host s phone number Angus Systems Page 19 of 25 MONET Services Interface User Guide 5 By default the system enters your location information To enter a visit for another location click the Building and Floor amp Suite fields to select the desired location ocation of is Building Hillview Towers Floor amp Suite 7 Os Details El 6 To enter details about the location click the Location Details field and enter the information 7 Click the ES in the Expected Time section to select the date of the visit Then click the time fields to select the time from the drop down lists Angus Systems Page 20 of 25 MONET Services Interface User Guide 8 If your visitor requires an escort click the My visitors should be escorted checkbox to select it then click the Escort required by field to select the desired escort from the drop down list Upon Arrival y My visitor s should be escorted Escort required by sd avant to be notified once m Motifs me wia Sa
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