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How to log parcels and mark collected

How to log a parcel on behalf of a resident and mark it as collected once picked up. 

 

Outline: How to Log and Mark Parcels as Collected

  1. Introduction

    • Purpose: To demonstrate how to log a parcel on behalf of a resident and mark it as collected once picked up.

  2. Logging a Parcel

    • Click on the parcel section in the left-hand navigation.

    • Add a parcel by selecting the receiving staff member, notification method (email/SMS), and apartment number.

    • View and customise the notification message.

    • Enter parcel details like ID, type, location, room, and recipient.

    • Save the parcel to send out the notification to the resident.

  3. Managing Parcels

    • Filter the parcel list by dates or search for specific information.

    • Clear filters by typing the apartment number.

    • Toggle columns and view filtered sections for collected and deleted parcels.

    • You can find additional filters and options available in the pending parcels section.

  4. Additional Actions

    • Export parcel list to Excel, print it, or delete parcels if needed.

    • Resend notifications to residents who still need to collect their parcels.

  5. Marking a Parcel as Collected

    • When a resident collects a parcel, click on their name in the system.

    • Verify ID, leave notes, and have the resident sign for the parcel.

    • Use a tablet or a USB signature pad for the signature.

    • Click on "collected" to mark the parcel as collected and move it to the collected parcels section.

 

Link to Loom

https://www.loom.com/share/429ab6466b2e4ef3afdf46b6bfa62e3e