This guide provides comprehensive instructions for Property Managers using the Modern Management Ticketing System, focusing on single property management and team oversight.
Role Overview
As a Property Manager, you are responsible for overseeing a specific property and managing its associated team, tickets, and tasks. Your key responsibilities include:
Managing a single property and its rooms
Supervising staff assigned to your property
Creating and assigning tickets and tasks
Monitoring performance and generating reports
Resolving escalated issues from regular users
Navigation Overview
As a Property Manager, you have access to two main interfaces:
Main Application: Day-to-day operations
Management Console: Limited property and user administration
Main Application Components
Dashboard
Your dashboard provides a comprehensive overview of your property's current status.
Key Features:
Property Summary: Overview of your property's performance metrics
Ticket Status: Quick view of open, in-progress, and resolved tickets
Task Tracking: Monitor pending and completed tasks
Staff Performance: Track staff metrics and activities
Recent Activity: Timeline of recent updates and changes
How to Use:
Review the KPI cards at the top for critical metrics
Check the "Ticket Status" panel to identify bottlenecks
Review "Tasks Due Today" to prioritize work
Monitor the "Staff Activity" panel to track team performance
Use the "Quick Actions" buttons for common operations
Tickets Management
Create, assign, and monitor tickets for your property.
Key Features:
Ticket Creation: Create new tickets for various issues
Assignment: Assign tickets to specific staff members
Tracking: Monitor ticket progress and status
Filtering: Sort and filter tickets by various parameters
Communication: Add notes and communicate within tickets
How to Use:
Navigate to "Tickets" in the main navigation
To create a new ticket:
Click "Create Ticket"
Select the ticket type
Fill in details (description, location, priority)
Assign to a staff member if applicable
Add attachments if needed
Click "Create"
To manage existing tickets:
Use filters to find relevant tickets
Click on a ticket to view details
Update status using the dropdown menu
Add comments for additional information
Reassign if necessary
To resolve a ticket:
Open the ticket
Add resolution details
Change status to "Resolved"
Click "Update"
Task Management
Create and assign tasks to your team members.
Key Features:
Task Creation: Create new tasks for staff
Assignment: Assign tasks to specific team members
Scheduling: Set due dates and time estimates
Tracking: Monitor task progress and completion
Recurring Tasks: Set up recurring maintenance tasks
How to Use:
Navigate to "Tasks" in the main navigation
To create a new task:
Click "Create Task"
Enter task details (title, description)
Select assignee from your team
Set priority and due date
Add any attachments or references
Click "Create"
To manage existing tasks:
Use filters to find specific tasks
Click on a task to view details
Update status as needed
Add comments for clarification
To set up recurring tasks:
Create a new task
Enable "Recurring" option
Set frequency (daily, weekly, monthly)
Define end conditions if applicable
Click "Create"
Staff Management
Oversee and manage your property's staff.
Key Features:
Staff Overview: View all staff assigned to your property
Workload Tracking: Monitor work distribution
Performance Metrics: Track staff performance
Schedule Viewing: See staff availability
How to Use:
Navigate to "Staff" in the main navigation
View the staff list with current status and workload
Click on a staff member to view their detailed performance
Use the "Workload Distribution" view to ensure balanced assignments
Check the "Performance" tab to review metrics
Reports
Generate and view reports for your property.
Key Features:
Standard Reports: Access pre-configured reports
Custom Reports: Create tailored reports for your needs
Scheduled Reports: Set up automatic report generation
Export Options: Save reports in various formats
How to Use:
Navigate to "Reports" in the main navigation
Select from report templates:
Ticket Performance
Staff Productivity
Task Completion
Property Utilization
Set parameters (date range, staff members, etc.)
Click "Generate Report"
View on screen or export to PDF/Excel
To schedule recurring reports:
Configure your report
Click "Schedule"
Set frequency and recipients
Click "Save Schedule"
Management Console Components
Property Management
Manage your assigned property and its details.
Key Features:
Property Details: View and update property information
Room Management: Add, edit, and deactivate rooms
Service Configuration: Manage available services
Amenities Management: Update property amenities
Step-by-Step Guide:
Navigate to the Management Console
Select "Property" from the sidebar
To update property details:
Click the "Edit" button
Update relevant information
Click "Save"
To manage rooms:
Select the "Rooms" tab
View the list of rooms
Click "Add Room" to create a new room
Click on a room to edit its details
Toggle the status switch to activate/deactivate rooms