Overview

Admin

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Bid Management

Communications

Equipment

  • Equipment User Guide

    Adding Equipment  Click the Equipment tab and navigate to the Equipment feature. Click the blue Add Equi...

    {Ellery Curran}
  • Adding Equipment

    Click the Equipment tab and navigate to the Equipment feature. Click the blue Add Equipment button.   ...

    {Ellery Curran}
  • Adding Asset Types

    Click the Equipment tab and navigate to the Asset Types feature. Click the blue Add Asset Types button in ...

    {Ellery Curran}
  • Editing Equipment

    Click the Equipment tab and navigate to the Equipment feature. Scroll to the right end of the equipment g...

    {Ellery Curran}
  • Cloning Equipment

    Click the Equipment tab and navigate to the Equipment feature.  Find the piece of equipment you would lik...

    {Ellery Curran}
  • Relocating Equipment

    Click the Equipment tab and navigate to the Equipment feature.  Find the piece of equipment you would lik...

    {Ellery Curran}
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Preventive

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Inspections

  • Inspection Task Notifications

    Inspection Tasks will only trigger if turned on in the Inspection Schedule. Toggling this on will trigger n...

    Erol Ogunc
  • Inspections User Guide

    Adding Schedules  Click the Inspections tab and navigate to the Schedules feature.   Click the Add Sched...

    {Ellery Curran}
  • Adding Templates

    Click the Inspections tab and navigate to the templates feature.  Click the Add Template button in the to...

    {Ellery Curran}
  • Editing Templates

    Click the Inspections tab and navigate to the Templates feature.  Click the Edit button under the Actions ...

    {Ellery Curran}
  • Cloning a Template

    Click the Inspections tab and navigate to the Templates feature. Find the template you would like to clon...

    {Ellery Curran}
  • Deactivating a Template

    Click the Inspections tab and navigate to the Templates feature. Find an active template you would like t...

    {Ellery Curran}
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My Files

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My Spaces

  • My Spaces User Guide

    Uploading and Removing Floor Plans  Click the My Spaces tab and select a property from the drop down at t...

    {Ellery Curran}
  • 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...

    {Ellery Curran}
  • 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...

    {Ellery Curran}
  • 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...

    {Ellery Curran}
  • 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...

    {Ellery Curran}
  • Creating Spaces

    Creating spaces on the My Spaces stack is crucial to being able to assign work order tickets or equipment t...

    {Ellery Curran}
See all 7 articles

PMO Mobile

Resource Reservations

  • Adding a Space

    Click the Resource Reservations tab and navigate to the Resources tab.  Click the blue Add Resource butto...

    {Ellery Curran}
  • Booking a Space (PM)

    Click the Resource Reservations tab and navigate to the Reservations feature. Click the blue Add Reserva...

    {Ellery Curran}
  • Booking a Space (Tenant)

    Click the Resource Reservations tab and navigate to the Reservations feature. Click the blue Add Reserva...

    {Ellery Curran}

Reporting

  • Prism Reporting Data Refresh Schedule

    The table below lists the frequency in which each of the reports within Prism update. Module Frequency I...

    Paul Schneider
  • 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...

    {Ellery Curran}
  • 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...

    {Ellery Curran}
  • 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...

    {Ellery Curran}
  • 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...

    {Ellery Curran}
  • 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...

    {Ellery Curran}
See all 12 articles

Tenant Documents

Visitors

  • Adding a Visitor

    Navigate to the Visitors tab and click the blue Add Visitor button in the top right corner of the page.  ...

    {Ellery Curran}
  • Searching for Visitors

    Navigate to the Visitors Tab to find the Search bar  You can search by keyword, phrase, etc. like the ...

    {Ellery Curran}
  • 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

  • Delete a Recurring Work Order

    The parent recurring work order that creates future work orders will have a unique status in the Work Order...

    Erol Ogunc
  • Auto Assigning Work Orders

    Issue types can be set to automatically assign to a particular user, team or vendor when created.  This wil...

    {Elizabeth Touhey}
  • Editing and Updating a Work Order

    Click the Work Orders tab and navigate to All to view the work orders grid. Hover over an order number a...

    {Ellery Curran}
  • Notifications - Set Up and Use

    Notifications are an important part of your Prism configuration. Notifications allow for various members of...

    {Elizabeth Touhey}
  • Sharing Work Orders

    Sharing work orders on the Prism web app allows property managers to keep anyone in the loop.  Work orders ...

    {Elizabeth Touhey}
  • Importing Work Orders

    Click the Work Orders tab and navigate to the Actions feature to the right of the page. Click the Action...

    {Ellery Curran}
See all 13 articles