Updating Settings
In this video, I guide you through updating settings in the BM My Boss Portal, focusing on tasks like updating logos, managing work orders, setting overdue parcels, and more. Follow along as I demonstrate each step clearly and provide essential information for efficient portal management. No action requested from viewers.
1. Introduction
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Purpose: Guide on updating settings in the BM My Boss Portal.
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User Context: Signed in as a building manager for Saanich Apartments.
2. Accessing Settings
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Navigate to the Settings section in the left pane.
3. Updating the Logo
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Tabs Available: Dashboard, Work Order, Inspection Management Report, and Image.
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Steps:
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Click on the camera icon to update the logo.
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Drag and drop or select an image from the file explorer.
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Click Save after selecting the photo.
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4. Work Order Settings
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Enable/Disable Work Order Terms:
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Toggle the option to show or hide the work order terms and conditions.
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Update the text as needed and click Save.
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5. Parcel Settings
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Overdue Parcel Days:
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Set the overdue days for parcels (options: 1, 3, or 5 days).
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Parcel Message:
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Edit the message that will be sent to residents when issuing a parcel.
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Click Save after making changes.
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Select First Resident as Recipient:
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Option to choose yes or no.
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Adding Categories:
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Click to add categories with name and description, then click Add.
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6. Asset Management
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Categories:
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View existing categories and add subcategories if needed.
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Input name, select the main category, provide a description, and click Save.
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7. Case Management
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Creating Cases:
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Click to share or create a new case.
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Manage case status and types.
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8. Email and Template Options
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Templates:
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Set up basic email templates for communication.
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Adjust terminology for residents and building managers, then click Save.
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9. Database Upload
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Uploading Data:
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Upload Excel files for contractors, assets, maintenance, and resident leases.
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Ensure the upload progresses from 1% to 100% and is successful.
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10. Final Notes
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Categories and Descriptions:
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Categories apply across all tabs (e.g., contractors, parcels).
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Email Notifications:
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Add email addresses for notifications, toggle options, and click Update.
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Closing Remarks: Thank you for watching the tutorial.