Tickets vs Service Request
SolarWinds 101
Entrata Workflows
Ops Tech/RealPage
Reporting
100
Unit Mix
Service Request
100
What 3 things should you always include in your ticket?
Issue
Example - screenshots
troubleshooting
100
How do you reset a resident login?
Walk us through these steps
100
What is the difference between a WTN and Invoice?
WTN is the Purchase Order and Invoice is created after PO is approved
100
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
200
User Access
Service Request
200
How do you add a "CC" to a ticket?
When you first enter the ticket/Service Request. If after entering, add comment.
200
How do you update scheduled charges when rents or fees have been updated?
Walk us through these steps
200
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
200
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.
300
Check Scanned Incorrectly
Incident
300
How do you find a service request?
Button on the left side and hot button in the middle of the screen
300
Double Jeopardy
How do you resolve duplicate email address errors?
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.
300
What do you do when you have a new vendor you want to work with?
Setup in Vendor Credentialing and get approved.
300
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.
400
DOUBLE JEOPARDY
Price Changes
NEITHER
These go to Ops Team Members to Update Pricing
400
What is the correct category for an Entrata, Yardi, Adobe (all software we use)?
Application >> Subcategories
For Entrata, it would be
Application >> Entrata
400
How do you bulk text residents?
Through Message Center - Tools >> Message Center >> Create New Text Message >> Text Message (looks like eBlast)
400
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
400
In Entrata - should you use the “favorites tab” in reporting and why?
NO, it does not update to new versions of reports
500
Configuration changes -
Updating Application & Admin Fees
Incident
500
What do you use HQ Office Management category for?
Sending requests to Monica such as Fedex labels & Onboarding packets
500
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.
500
Who gets access to Ops Tech?
MTL
ACM
CM
PSM
APM
PM
500
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.