3.1 Introduction
3.1.7 Workbench Notifications
Accessed via the Workbench -> Top right hand side -> Bell icon with number(s) - depending if there are any unread notifications. If you click on the Notifications Bell Icon, then a side window will appear showing the notification messages ...
3.1.8 Workbench Dashboard and Widgets
The main dashboard in the Workbench has several widgets which are linked to our core system and additional modules and you can configure which widgets you want displayed. See screenshot examples below: Like any good Dashboard, you get an overview of ...
3.1.6 Profile
The ‘Profile’ function allows you to alter your password or your user name. Accessed via the top right hand corner of the Workbench with your initials and a person icon. If you click on this then it will take you to your profile screen:
3.1.5 Search
Blocks Online provides a few search facilities. One is the unit search facility which gives an overview of a unit. This feature is particularly useful when a leaseholder calls up to find out some details. Access via the top right hand side of the ...
3.1.2 Block Management
Blocks Online provides a number of administrative functions which are typically only required on an infrequent basis: Deactivate Block This screen allows you to either deactivate, delete or re-activate a block. More information on this article: 3.2.3 ...
3.1.3 Agent Management
Blocks Online provides a number of administrative functions which are typically only required on an infrequent or extraordinary basis. 1. Agent Suppliers - This is where you set your global list of suppliers that can then be linked to the blocks in ...
3.1.4 Reporting - Workbench
Blocks Online provides a number of reports to support staff with the management of all blocks loaded into the system. Some are listed below: Service Charge Report: 012a – Budgets to be Primed. This report lists all blocks that require a budget. By ...
3.1.1 Workbench Overview
This section of the guide describes the Workbench area of the system which is used to perform agent-wide activities and review information relating to all blocks being managed.