Training Guides
Overview
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Prism Training Course - JLLT University
Welcome to Phase 1 of Prism courses at JLLT University. JLLT University is a great resource for self-learn...
Admin
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Creating an Invoice from a Work Order
Be sure to follow the steps from the Adding Labor training guide Make sure that the Work Order status clo...
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Updating/Editing the properties associated to a User
There are 2 main methods to updating the properties associated to an existing User These methods are: #1 Ed...
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How do I reset my password?
Go to connect.buildingengines.com to log in. At first, Prism will only ask you for your email. Then your pa...
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User Password Requirements
Prism User Password is stored using standard Django management and is hashed and salted. Basic complexity r...
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Adding and Editing Issue Types (Account Level)
Click the Admin Tab and navigate into the Account section of the Issue Type Feature to add or make changes...
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Adding and Editing Issue Types (Building Level)
Click the Admin Tab and navigate into the Property section of the Issue Type Feature to add or make chang...
{Ellery Curran}
Bid Management
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Add Vendor to BlockList
The Blacklist is used when you want to either block a vendor completely from being invited or just being bl...
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Adding & Editing Vendors
Click Create Vendor. Fill in the Vendor information and then click Save in the upper right of the page. T...
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Adding a New Property
On the top click Properties. In the upper right click Create Properties. After Clicking Create Property...
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Creating a Bid - Training Guide
4 Stages to create a Bid Stage 1 - Define Your Bid Project Overview – Scope of work, miscellaneous d...
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How-To's
Change Payment Information Log into the Admin account. Click Settings in the top Right. Click Payment D...
Communications
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Scheduling a Message
Scheduling Messages Click the Communications tab and navigate to the Messages feature. Click the New Me...
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Creating a Template
Creating Templates Click the Communications tab and navigate to the Messages feature. Click the New Mes...
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Updating Design Options
Updating Design Options Click the Communications tab and navigate to the Messages feature. Click the Ne...
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Creating a Message
Creating Messages Click the Communications tab and navigate to the Messages feature. Click the New Mess...
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Adding an Audience
Adding Audiences Click the Communications tab and navigate to the Audiences feature. Click the New Aud...
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Communications User Guide
Communications User Guide Adding Audiences Click the Communications tab and navigate to the Audience...
Equipment
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Equipment User Guide
Adding Equipment Click the Equipment tab and navigate to the Equipment feature. Click the blue Add Equi...
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Adding Equipment
Click the Equipment tab and navigate to the Equipment feature. Click the blue Add Equipment button. ...
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Adding Asset Types
Click the Equipment tab and navigate to the Asset Types feature. Click the blue Add Asset Types button in ...
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Editing Equipment
Click the Equipment tab and navigate to the Equipment feature. Scroll to the right end of the equipment g...
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Cloning Equipment
Click the Equipment tab and navigate to the Equipment feature. Find the piece of equipment you would lik...
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Relocating Equipment
Click the Equipment tab and navigate to the Equipment feature. Find the piece of equipment you would lik...
{Ellery Curran}
Preventive
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Adding Readings to Preventative Maintenance Tasks
First, create a procedure within the "Procedures" tab within the "Preventative" module. Once it's created, ...
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Preventive User Guide
Adding and Editing Procedures Click the Preventive tab and navigate to the Procedure Library feature. ...
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Adding and Editing Procedures
Click the Preventive tab and navigate to the Procedure Library feature. To add a procedure, click the...
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Filtering the Procedure Grid
Click the Preventive tab and navigate to the Procedure Library feature. Filter the procedure grid using th...
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Adding and Editing Schedules
Click the Preventive tab and navigate to the Schedules feature To add a schedule, click the blue AddSch...
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Bulk Importing Procedures
Click the Admin tab and navigate to the Import Data feature. Click the blue Import Data button in the top...
{Ellery Curran}
Inspections
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Inspections User Guide
Adding Schedules Click the Inspections tab and navigate to the Schedules feature. Click the Add Sched...
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Adding Templates
Click the Inspections tab and navigate to the templates feature. Click the Add Template button in the to...
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Editing Templates
Click the Inspections tab and navigate to the Templates feature. Click the Edit button under the Actions ...
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Filtering the Templates Grid
Click the Inspections tab and navigate to the Templates feature. Click the filter button above the templ...
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Cloning a Template
Click the Inspections tab and navigate to the Templates feature. Find the template you would like to clon...
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Deactivating a Template
Click the Inspections tab and navigate to the Templates feature. Find an active template you would like t...
{Ellery Curran}
My Files
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Adding Files to Companies
Click the My Companies tab to view the companies' grid. Navigate to the Actions column and click ...
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Adding Files to Equipment
Click My Equipment and navigate to the Equipment feature to view the equipment grid. Navigate to ...
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Adding Files to Spaces
Click the My Spaces tab and select a property from the drop down at the top of the page. Click the s...
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Adding Files to Properties
Click MyProperties and navigate to the All feature to view the properties grid. Navigate to the ...
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Adding Files to Preventive Procedures
Click the Preventive tab and navigate to the Procedure Library feature to view the procedures grid. Naviga...
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Adding Files to Preventive Tasks
1. Click the Preventive Tab and navigate to the Tasks feature to view the tasks grid. 2. Scroll to the ri...
My Spaces
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My Spaces User Guide
Uploading and Removing Floor Plans Click the My Spaces tab and select a property from the drop down at t...
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Uploading and Removing Floor Plans
Click the My Spaces tab and select a property from the drop down at the top of the page. Click on a fl...
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Creating Suites
Click the My Spaces tab and select a property from the drop down at the top of the page. Click on a fl...
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Importing Common Areas
Click the My Spaces tab and select a property from the drop down at the top of the page. Click the Act...
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Adding, Editing, Deleting Floors
Click the My Spaces tab and select a property from the drop down at the top of the page. Click on a flo...
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Creating Spaces
Creating spaces on the My Spaces stack is crucial to being able to assign work order tickets or equipment t...
{Ellery Curran}
PMO Mobile
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Download Prism the Mobile App
Click here to download the Prism Mobile Application from Apple's App Store Click here to download the Pr...
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Readings - History and Graphing
This section describes the process of looking at and trending historical data in PM Readings: Go to PMs...
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Logging In
Getting Started Before logging into the mobile application for the first time, seek out a location that ha...
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Prism Mobile Device Requirements
PRISM Mobile Device Requirements Platforms that are supported for current Prism Mobile app versions. Th...
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Prism Mobile Application User Guide
The Prism Mobile application empowers property and facility teams to stay connected to critical building in...
{Kaylin O'Neill}
Resource Reservations
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Adding a Space
Click the Resource Reservations tab and navigate to the Resources tab. Click the blue Add Resource butto...
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Booking a Space (PM)
Click the Resource Reservations tab and navigate to the Reservations feature. Click the blue Add Reserva...
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Booking a Space (Tenant)
Click the Resource Reservations tab and navigate to the Reservations feature. Click the blue Add Reserva...
{Ellery Curran}
Reporting
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Reporting User Guide
Work Order Details Report Click the Reports tab and navigate to the drop down at the top of the page to s...
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Work Order Details Report
Click the Reports tab and navigate to the drop down at the top of the page to search for reports. C...
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Work Order Billback Summary Report
Click the Reports tab and navigate to the drop down at the top of the page to search for reports. Cl...
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Work Order Labor and Material Details Report
Click the Reports tab and navigate to the drop down at the top of the page to search for reports. Cl...
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Work Order SLA Report
Click the Reports tab and navigate to the drop down at the top of the page to search for reports. Cl...
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Labor Allocation Trend Report
Click the Reports tab and navigate to the drop down at the top of the page to search for reports. Cl...
{Ellery Curran}
Tenant Documents
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Uploading Multiple Visitors to Prism
To upload multiple visitors, navigate to the Visitors module and then click "Actions" in the upper right co...
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Work Order Creation via Bengie
Tenant Guide - Bengie Prism is a web-based suite of tools that links you to your Property Management team. ...
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Work Order Creation via Web
Tenant Guide - Work Order Prism is a web-based suite of tools that links you to your Property Management t...
Visitors
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Adding a Visitor
Navigate to the Visitors tab and click the blue Add Visitor button in the top right corner of the page. ...
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Searching for Visitors
Navigate to the Visitors Tab to find the Search bar You can search by keyword, phrase, etc. like the ...
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Using the Contact Lookup
Each tenant company can designate a contact to be reached Navigate to the Visitors tab and click the Con...
{Ellery Curran}
Work Orders
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Delete a Recurring Work Order
The parent recurring work order that creates future work orders will have a unique status in the Work Order...
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Auto Assigning Work Orders
Issue types can be set to automatically assign to a particular user, team or vendor when created. This wil...
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Editing/Updating a Work Order
Click the Work Orders tab and navigate to All to view the work orders grid. Hover over an order number an...
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Notifications - Set Up and Use
Notifications are an important part of your Prism configuration. Notifications allow for various members of...
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Sharing Work Orders
Sharing work orders on the Prism web app allows property managers to keep anyone in the loop. Work orders ...
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Importing Work Orders
Click the Work Orders tab and navigate to the Actions feature to the right of the page. Click the A...
{Ellery Curran}