Help Desk
Activity Log Comment Templates
Summary/Goal To provide managers with an in-depth understanding of Activity Log Comment templates, how to create them, and apply the templates for multiple communities for staff to use. Brief You will first assign Template Admin roles to your ...
How do I access my community's activity logs - unit or occupant?
Summary/Goal: Learn how to recall activity logs that you have already created and a quick overview of how to edit them. Step by step: Accessing your Occupant Logs GO TO THE OCCUPANTS PAGE and find the relevant person. GO TO THE PERSONS PROFILE ...
Adding a topic to the KnowledgeBase
Summary/Goal: How to add a topic to a new topic to the knowledge base as well as the purpose of some of the fields displayed in the new topic. Step by step: GO TO THE KNOWLEDGE BASE through the 'resources' tab in the navigation bar. (Knowledge base ...
Creating a Unit or Occupant Activity Log
Summary: How to create an activity log, assign the ticket, and update managers and residents on status updates. There are several ways to create an activity log - directly through the resident's record in Pilera, or via the 3 dots at the end of the ...
Tracking Data with Unit and Occupant Activity Logs
Summary/Goal: Learn how to use the call/activity log feature within Pilera to track interactions with your residents/managers/ and anything else they should be tracked for safety or future interactions. Step by step: Option 1: GO TO OCCUPANTS ...
How can I set the manager notifications for unit and occupant activity log tickets?
Summary/Goal:How to set up/edit your work order notification emails. This can be done in a few ways, one is with "Ticket Settings" and the other way is through "User Roles". Step-by-step: UNDER THE SETTINGS TAB you will find the "Ticket ...