Unit Mix
Service Request
What 3 things should you always include in your ticket?
Issue
Example - screenshots
troubleshooting
How do you reset a resident login?
Walk us through these steps
What is the difference between a WTN and Invoice?
WTN is the Purchase Order and Invoice is created after PO is approved
Entrata - Where do you go to change your display options in a report?
Walk us through where to go
Bonus Question for Starbucks Gift Card
How many tickets have been entered in SolarWinds to date?
54,465
User Access
Service Request
How do you add a "CC" to a ticket?
When you first enter the ticket/Service Request. If after entering, add comment.
How do you update scheduled charges when rents or fees have been updated?
Walk us through these steps
In what order do you enter your requests in Ops Tech?
Purchase Order
Approval
Place order with vendor
Enter Invoice
Receive invoice from vendor and work is completed - ROG Receipt of Goods
In Entrata - How can i see the descriptions of reports?
Use the hamburger on the side of the report name, this lists out options for more information on reports.
How many properties do we manage at Cardinal Currently?
248 Properties
Check Scanned Incorrectly
Incident
How do you find a service request?
Button on the left side and hot button in the middle of the screen
Double Jeopardy
Go to next line for question & answer
What do you do when you have a new vendor you want to work with?
Setup in Vendor Credentialing and get approved.
What is the PLR?
PLR was the old spreadsheet. Weekly Preleasing Report (Custom) is a custom report in Entrata built from the original PLR. Pre-lease is Entrata’s version.
How many current Team Members do we have at Cardinal?
1792 Team Members
DOUBLE JEOPARDY
Go to next line for question & answer
What is the correct category for an Entrata, Yardi, Adobe (all software we use)?
Application >> Subcategories
For Entrata, it would be
Application >> Entrata
How do you resolve duplicate email address errors?
If you get this right, we have a Starbucks gift card for you.
Search all statuses for the email. If you do find it, then update the email address in the past account by a “Letter or Number.” If you cannot find it, enter a ticket as you don’t have access to the property.
What are the Approval routings & thresholds for Ops Tech?
ACM/MTL $250
CM $2,500
APM $5,000
PM $25,000
VP anything over $25,000
In Entrata - should you use the “favorites tab” in reporting and why?
NO, it does not update to new versions of reports
How many States does Cardinal operate in?
34 States
Price Changes
If you get this right, we have a Starbucks gift card for you.
NEITHER
These go to Ops Team Members to Update Pricing
What do you use HQ Office Management category for?
Sending requests to Monica such as Fedex labels & Onboarding packets
How do you bulk text residents?
Through Message Center - Tools >> Message Center >> Create New Text Message >> Text Message (looks like eBlast)
Who gets access to Ops Tech?
MTL
ACM
CM
PSM
APM
PM
What happens when you hover over a card’s title in keystone?
Shows an explanation of what the card is showing and a brief description of the purpose and intended use for that visualization.
What is:
r001a or s001a
r001a - Mint Urban - Hilltop
s001a - The U | Raleigh
Configuration changes -
Updating Application & Admin Fees
Incident
What do you do when the charge and credit buttons are missing?
Have ACM/CM reverse FMO or you will be unable to move them in. Many times they are in current status. This happens because an FMO was processed during the application process.
Bonus question for Starbucks gift card:
Can you save your own filters in Entrata reports?
Unfortunately, no. We are hoping Entrata will change this in the future.
Bonus question for Starbucks gift card:
What is the significance of May 5, 2020?
SolarWinds went live for our HelpDesk....
Bye Bye Dashboard