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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

  • Purpose of the video: Guide on logging parcels for residents and marking them as collected.

2. Accessing the Parcel Section

  • Click on the parcel section in the left-hand navigation to view current parcels.

3. Adding a Parcel

  • Select Staff Member: Choose the staff member receiving the parcel.

  • Notification Method: Choose between email or SMS for notification.

  • Recipient Details:

    • Select the apartment number to bring up the recipient.

    • Optionally enter a parcel ID.

  • Parcel Information:

    • Specify the parcel type and location.

    • Address the parcel to the correct recipient.

  • Adding Multiple Parcels: Option to add more than one parcel and additional lines.

  • Saving the Parcel: Click "save" to lodge the parcel and send out notifications.

4. Managing the Parcel List

  • Pending List: Newly added parcels will appear here.

  • Filtering Options:

    • Filter by specific dates or search by apartment number.

    • Clear filters as needed.

  • Column Management: Toggle visibility of columns in the parcel information.

  • Additional Filters: Access collected and deleted parcels.

  • Exporting and Printing: Options to export to Excel or print parcel lists.

  • Deleting Parcels: Ability to delete parcels if necessary.

5. Notification History

  • Check notification history for residents who haven't collected parcels.

  • Option to resend notifications via email or SMS.

6. Marking Parcels as Collected

  • Resident Collection Process:

    • When a resident collects their parcel, select their name (e.g., Charles).

    • Check if ID has been verified and leave notes if necessary.

    • Residents can sign for parcels using a finger on a tablet or a USB signature pad.

  • 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