SOP – Community Care

Category: (06) Systems

  • 603: Jenark – Account Activity and Printing a Ledger/ Financial Account Statement

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    churst
    in ,

    ACCOUNT ACTIVITY When an owner has been selected, select “Button 3: Acct Activity” to view all financial account activity. In the “Balance” section, you will see the current balance and the charges that are making up that balance.  Select “Account History” to view all account history. The below screen will be displayed. “Tab through” the…

  • 609: How to Text

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    ccech
    in ,

    How to send and receive information via text Community Care has the ability to send and receive texts (including photos) through Google Voice.  When texts are received they go to CCPriority@actionlife.com.  Homeowners/residents/vendors should not be encouraged to text.  Calls and emails are always the preferred method of communication with homeowners, residents, vendors, and managers. Texting should…

  • 608: Association Profiles

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    ccech
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    HOW TO LOCATE THE PROFILE: On the HOA PAGE, SELECT: “P” or begin searching in the search box attached to “P” as seen in the image below.  In the second image, the green arrow points to where the search box is located.  This search box is accessible from all tabs listed on the left side…

  • 602: SnapHOA Management App

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    ccech
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    SEARCH FOR AN ASSOCIATION/WORK ORDER/RESIDENT/TEAM MEMBER SEARCH ASSOCIATION DASHBOARD COMMUNITY CARE TAB ACCESS CONTROL  ARCHITECTURAL  INSURANCE ON CALL VENDORS WORK ORDERS NEW WORK ORDERS (UNIT) NEW WORK ORDERS (COMMON AREA) UPDATING EXISTING WORK ORDER CLOSING A WORK ORDER RE-OPENING A WORK ORDER ***Always use Google Chrome when opening the SnapHOA Management App: mgmt.actionlife.com ***** IT notes…

  • 607: How to Fax (no work orders)

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    kdub
    in

    Sending Faxes via E-mail through Outlook (No work orders) Open a new e-mail message. Attach the document that you are trying to fax to the e-mail. Send from workorderupdates@actionlife.com. In the “To” field, enter “1”, the fax number, and add “@nextivafax.com” at the end. Example: 19491234567@nextivafax.com In the subject line enter the HOA Name, property…

  • 606: Outlook Quick Part and Quick Step Messages

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    kdub
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    See Outlook – SOP 605 for instructions on how to create and edit Quick Parts and Quick Steps in Outlook.  Using these saved messages assists in providing a quick and professional response to department emails.  All Community Care Specialists and Follow Up Team Members should save these messages in their Outlook Quick Parts. ANSWERING THE…

  • 605: Outlook

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    kdub
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    Opening Outlook Changing Your Email Signature Selecting the Appropriate Email Signature Changing the Email Address You are Sending From Deleting Auto-Fill Email Addresses Out Of Office Message Quick Parts Quick Steps OPENING OUTLOOK To open Outlook, select the Outlook icon on the desktop (shown below). CHANGING YOUR EMAIL SIGNATURE After the initial creation of your…

  • 604: 3CX Phone System

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    kdub
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    The 3CX phone system manages call distribution, and tracks statistics such as call volume (inbound/outbound), abandon rates, wait time, agent log in stats, etc. SET UP TRANSFERRING WARM TRANSFERRING VIEWING CALL HISTORY INSTRUCTIONS FOR SETTING UP YOUR VIEW OF CC PHONE REP STATUS ON YOUR SOFT PHONE CONFERENCE CALLING 3CX WEB MEETINGS (For Trainings) SET…

  • 601: Look Up

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    kdub
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    Look Up is Community Care’s resource to look up any information for any Association. The link for Look Up is http://lookup.actionlife.com/. You will see that every Association is color coded. This is a quick reference for Community Care to be able to know how any maintenance issues are to be handled. Red = Community Care…

  • 600: EIO Board

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    kdub
    in

    Overview Opening EIO/ Signing in as another Rep Closing the EIO Board Opening the EIO Board after it has been Closed To Change Your Status To Change Another Team Member’s Status Future Status To View the Status of any Employee Chatting Group Chat EIO Cheat Sheet OVERVIEW EIO stands for Electronic In/Out.  It is the…