How to Log and Manage Parcels for Residents
In this video, I demonstrate how to log a parcel on behalf of a resident and mark it as collected once picked up. I guide you through adding a parcel, selecting delivery method, configuring parcel settings, and managing notifications. No specific action requested from viewers.
1. Introduction
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Purpose of the video: Guide on logging parcels for residents and marking them as collected.
2. Accessing the Parcel Section
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Click on the parcel section in the left-hand navigation to view current parcels.
3. Adding a Parcel
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Select Staff Member: Choose the staff member receiving the parcel.
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Notification Method: Choose between email or SMS for notification.
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Recipient Details:
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Select the apartment number to bring up the recipient.
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Optionally enter a parcel ID.
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Parcel Information:
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Specify the parcel type and location.
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Address the parcel to the correct recipient.
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Adding Multiple Parcels: Option to add more than one parcel and additional lines.
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Saving the Parcel: Click "save" to lodge the parcel and send out notifications.
4. Managing the Parcel List
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Pending List: Newly added parcels will appear here.
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Filtering Options:
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Filter by specific dates or search by apartment number.
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Clear filters as needed.
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Column Management: Toggle visibility of columns in the parcel information.
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Additional Filters: Access collected and deleted parcels.
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Exporting and Printing: Options to export to Excel or print parcel lists.
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Deleting Parcels: Ability to delete parcels if necessary.
5. Notification History
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Check notification history for residents who haven't collected parcels.
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Option to resend notifications via email or SMS.
6. Marking Parcels as Collected
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Resident Collection Process:
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When a resident collects their parcel, select their name (e.g., Charles).
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Check if ID has been verified and leave notes if necessary.
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Residents can sign for parcels using a finger on a tablet or a USB signature pad.
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Finalizing Collection: Click "collected" to move the parcel from the pending list to the collected parcels section.
Link to Loom
https://loom.com/share/429ab6466b2e4ef3afdf46b6bfa62e3e?src=composer