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Help guides for iSite

Global

  • Home
  • Widgets
  • News Widget
  • Photo Gallery

Property

  • Property Record
  • Search Property
  • Create & Edit

Lease

  • Lease Record
  • Search Lease
  • Create & Edit
  • Transaction Defaults

Assets

  • Asset Record
  • Search Asset
  • Create & Edit

Planned Maintenance

  • Create PPM Template
  • Search Maintenance
  • Create Maintenance Plan For Assets
  • Create Maintenance Plans for Groups
  • Create Maintenance Plan for Properties
  • SFG20
See all 18 articles

Reactive Maintenance

  • Reactive Maintenance
  • Service Request via Help Desk – Call or Email
  • Service Request Self-Serve
  • Help Desk Triage Process for Self-Serve Requests
  • Search & Edit Service requests
  • Work Order
See all 12 articles

Project

  • Project Record
  • Search Project
  • Create & Edit Project
  • Project Trade Allocation
  • Bulk manage Projects
  • Template
See all 10 articles

Programme

  • Programme Record
  • Search Programme
  • Create & Edit Programme

Organisations

  • Organisation
  • Organisation Record
  • Organisation Search
  • Report Generation
  • Category Record
  • Supply Chain

Estate Manager

  • Estate Manager

Contacts

  • Contact Record
  • Contact Search
  • Timesheets
  • Subscriptions
  • Contact Shelf

Task

  • Task Record
  • Search Tasks
  • Create & Edit Tasks

Document

  • Libraries
  • Library navigation and search
  • Upload Documents
  • Download Documents
  • Check Out/In Documents
  • Manage Documents
See all 10 articles

Tools

  • Tools (Import)
  • Questionnaires
  • Scheduling Questionnaires

Common Functions

  • Search Pages
  • Tasks
  • Issues
  • Audit
  • Classification Widgets
  • Documents
See all 11 articles
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